FIS Earnings Report: Financial Performance and Analyst Ratings Insights

Fidelity National Information Services, Inc. (FIS) is a leading American multinational corporation specializing in financial technology solutions. Headquartered in Jacksonville, Florida, FIS serves over 20,000 clients globally, including banks, asset managers, and businesses, and is currently valued at $39.7 billion based on market capitalization.

Stock Performance Overview

Over the past year, FIS shares have lagged behind the broader market. The company saw a gain of 5.2%, whereas the S&P 500 Index ($SPX) surged by nearly 9.2%. In contrast, YTD figures for 2025 show FIS down by 3.5%, while the SPX fell by 3.7%.

Comparison with Industry ETFs

Furthermore, FIS has not performed as well as the Global X FinTech ETF (FINX), which has increased about 13.6% over the past year. On a YTD basis, however, the ETF has seen a decline of 6.6%, slightly better than FIS.

First-Quarter Performance and Earnings

On May 6, FIS released its first-quarter earnings report, leading to a 3.1% drop in shares. The company reported an adjusted EPS of $1.21, exceeding analyst expectations and marking an 11% increase year-over-year. Revenue reached $2.5 billion, a 4% rise compared to the same period last year.

The Banking Solutions segment generated $1.72 billion in revenue, while Capital Market Solutions added $764 million. Additionally, FIS returned $670 million to shareholders during the quarter by way of $450 million in share repurchases and $220 million in dividends paid.

Future Earnings Expectations

For the 2025 fiscal year ending in December, analysts project FIS’s EPS to grow by 10.2% to $5.75 on a diluted basis. The company has a strong earnings surprise history, having exceeded consensus estimates in each of the last four quarters.

Analyst Ratings and Projections

Among the 28 analysts covering FIS stock, the consensus rating is a “Moderate Buy.” This includes 15 “Strong Buy” ratings, three “Moderate Buy” ratings, nine “Holds,” and one “Strong Sell.” This outlook has improved from a month earlier, where only 12 analysts had suggested a “Strong Buy.”

On May 8, RBC Capital reaffirmed its “Outperform” rating on Fidelity National Information Services, though it slightly adjusted the price target from $95 to $93. Analyst Daniel Perlin expressed confidence in FIS’s potential to outperform the market.

The average price target of $87.88 indicates a 12.8% upside from current levels. Notably, the highest price target of $110 represents a substantial upside potential of 41.2%.

On the date of publication, Kritika Sarmah did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data presented in this article are for informational purposes only. For further details, please refer to the Barchart Disclosure Policy here.

The views and opinions expressed herein are those of the author and do not necessarily reflect those of Nasdaq, Inc.