FIS Fidelity National Information Services, Inc.
Price Chart
Executive Summary
UBS upgraded Fidelity National Information Services (FIS) from Neutral to Buy, maintaining its $82 price target. The call is part of a cluster of 11 analyst actions on FIS over recent months, signaling growing institutional conviction. Consensus is heavily bullish: 20 of 31 analysts rate the stock a Buy (64.5%), with a mean price target of $64.95 — 39.6% above the current $46.53. UBS's $82 target sits near the high end, implying 76% upside. The upgrade comes with earnings due May 4 (next week) and a 55.4% short volume ratio, setting up a potential squeeze. Insider buying (CEO Ferris $1M in March, a director $56K in April) and institutional accumulation (Norges Bank new $496M stake, FMR +46%) converge with the bullish analyst call. However, UBS's track record on FIS is only 43% accurate (3 of 7 calls) with a -1.7% average return, below the average analyst covering the stock. EPS revisions are ticking higher (3 up, 0 down for the current year in the last 30 days). Bottom line: strong sentiment convergence but a high bar for outperformance given UBS's mixed history.
Impact Score
Consensus & Targets
Consensus is 64.5% bullish: 7 strong buy, 13 buy, 10 hold, 1 sell, 0 strong sell (31 analysts total). The overwhelming majority rate FIS a Buy, aligning with the upgrade direction.
Current price $46.53. Mean PT $64.95, median $65, high $85, low $40. Implied upside to mean of 39.6%. UBS PT of $82 is well above the mean, in the 97th percentile of all PTs, indicating a very bullish stance relative to consensus.
Recent Analyst Activity
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| 2026-04-24 | Truist Securities | maintain | Hold | $50.00 |
| 2026-03-03 | Truist Securities | maintain | Hold | $57.00 |
| 2026-02-25 | UBS | maintain | Buy | $73.00 |
| 2026-02-25 | Citigroup | maintain | Neutral | $53.00 |
| 2026-02-25 | RBC Capital | maintain | Outperform | $69.00 |
| 2026-02-25 | Keefe, Bruyette & Woods | maintain | Outperform | $72.00 |
| 2026-02-25 | Susquehanna | maintain | Neutral | $55.00 |
| 2026-02-12 | JP Morgan | maintain | Overweight | $65.00 |
| 2026-01-27 | Cantor Fitzgerald | initiate | Overweight | $72.00 |
| 2025-11-19 | Truist Securities | maintain | Hold | $70.00 |
30-day analyst activity: 0 upgrades, 0 downgrades. EPS revision trend: for the current fiscal year (+0y), 3 revisions up and 0 down in the last 30 days; for next fiscal year (+1y), 2 up and 1 down. Estimates are edging higher, consistent with a constructive outlook.
Firm Track Record — UBS
UBS accuracy: 55% on 5083 calls | avg return: 4.6%
Industry benchmark: mean 51% ± 11%. Top tier: ≥61% (mean + 1σ). Based on 15 firms with ≥5 scored calls.
| Firm | Accuracy | Calls | Avg Return | vs Average |
|---|---|---|---|---|
| Evercore ISI Group | 100% | 3/3 | 7% | top tier |
| Barclays | 75% | 3/4 | 6.6% | top tier |
| TD Cowen | 67% | 2/3 | 4.3% | top tier |
| Keefe, Bruyette & Woods | 67% | 4/6 | 2.6% | top tier |
| RBC Capital | 63% | 5/8 | 1% | top tier |
| JP Morgan | 60% | 3/5 | 1.7% | above average |
| Susquehanna | 60% | 3/5 | 8% | above average |
| B of A Securities | 50% | 1/2 | 3.8% | below average |
| Baird | 50% | 2/4 | -0.1% | below average |
| Citigroup | 50% | 1/2 | -1.9% | below average |
UBS overall: 55% accuracy on 5,083 calls with +4.6% avg return. On FIS specifically: 43% accuracy (3 of 7 calls) with -1.7% avg return — below the average analyst covering the stock. The best performing firm on FIS is Evercore ISI (100% on 3 calls, +7% avg return). The worst is Exane BNP Paribas (50% on 2 calls, -6.6% avg return). UBS ranks near the bottom of the list for FIS accuracy.
Earnings Estimates
Next earnings: May 4, 2026
| Period | EPS Est. | EPS Range | Revenue | Revisions (7d) |
|---|---|---|---|---|
| +1y | $6.89 | $6.48 — $7.09 | $14.4B | ↑0 ↓0 |
| 0y | $6.27 | $6.08 — $6.32 | $13.8B | ↑2 ↓0 |
| +1q | $1.49 | $1.45 — $1.53 | $3.4B | ↑1 ↓0 |
| 0q | $1.29 | $1.27 — $1.31 | $3.3B | ↑1 ↓0 |
Cross-Platform Signals
Insider trades: CEO Stephanie Ferris bought $1M on March 5, 2026; Director Jeffrey Goldstein bought $56K on April 15. Congressional: Rep. Gilbert Cisneros (D) made a small buy ($1K-$15K) in March. Institutional: Norges Bank initiated a new $496M stake (though also appears to have exited earlier—likely a reporting lag), FMR LLC added 46.2%, while Bank of America trimmed 50.2%. Short interest: short volume ratio of 55.4%, indicating heavy bearish positioning. This extreme short interest, combined with bullish insider and institutional activity, creates a strong contrarian convergence for a potential squeeze.
Actionable Insight
The upgrade cluster, insider buying, and rising EPS estimates all point higher, but UBS's poor track record on FIS and unchanged price target suggest caution. With earnings in 10 days and a 55.4% short volume ratio, a beat could trigger a sharp rally — position accordingly with tight risk controls.
Documents Analyzed
Report based on filing metadata.
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
May 31, 2026
9d ago
|
ANALYST-UPGRADE
| $64.98 $64.97 | ▼ −0.02% | ▼ −3.15% | $39.54 (−39.15%) |
|
May 8, 2026
4w ago
|
8-K
| $43.49 $40.95 | ▼ −5.84% | ▼ −5.86% | $39.54 (−9.08%) |
|
May 1, 2026
5w ago
|
ANALYST-UPGRADE
| $64.98 $64.97 | ▼ −0.02% | ▼ −3.15% | $39.54 (−39.15%) |
|
Apr 3, 2026
9w ago
|
8-K
| $46.68 $47.28 | ▲ +1.29% | ▼ −7.70% | $39.54 (−15.30%) |
|
Mar 10, 2026
13w ago
|
8-K
| $50.16 $45.29 | ▼ −9.71% | ▼ −10.23% | $39.54 (−21.17%) |
US Market Status
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