FIS climbs as fresh analyst coverage highlights upside and investors revisit 2026 outlook

Fidelity National Information Services (FIS) is up 4.0% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely catalyst appears to be fresh Wall Street coverage after Morgan Stanley resumed coverage with a $47 price target, which sat above the stock’s recent trading level and may have reinforced the view that shares are inexpensive. The move may also be getting support from FIS’s recently reaffirmed 2026 outlook and investor focus on integration benefits from its Total Issuing Solutions acquisition.

Details:

Morgan Stanley resumed coverage on July 7 with an Equalweight rating and a $47 price target, implying room for upside versus the stock’s prior trading range.

The analyst note highlighted expected mid-single-digit Banking growth, supported by client expansion, digital and payments products, and cross-sell opportunities tied to TSYS assets now inside FIS.

In first-quarter 2026 results, FIS posted adjusted EPS growth of 12%, strong free cash flow improvement, and reiterated its full-year outlook, which can help support sentiment in a value-oriented name.

FIS completed the acquisition of Total Issuing Solutions and the sale of its remaining Worldpay stake earlier in 2026, and investors may be warming to the portfolio reshaping and future buyback potential. This could also be contributing to today’s rally.

Sources:

Investing.com, FIS Investor Relations, SEC

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$FIS Insider Trading Activity

$FIS insiders have traded $FIS stock on the open market 3 times in the past 6 months. Of those trades, 3 have been purchases and 0 have been sales.

Here’s a breakdown of recent trading of $FIS stock by insiders over the last 6 months:

STEPHANIE FERRIS (CEO and President) purchased 19,846 shares for an estimated $1,000,039
JEFFREY A GOLDSTEIN has made 2 purchases buying 2,138 shares for an estimated $117,053 and 0 sales.

To track insider transactions, check out Quiver Quantitative’s insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

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$FIS Hedge Fund Activity

We have seen 452 institutional investors add shares of $FIS stock to their portfolio, and 423 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

CAPITAL RESEARCH GLOBAL INVESTORS removed 9,227,903 shares (-32.8%) from their portfolio in Q1 2026, for an estimated $432,880,929
BAUPOST GROUP LLC/MA removed 4,503,801 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $211,273,304
AQR CAPITAL MANAGEMENT LLC added 3,705,469 shares (+183.1%) to their portfolio in Q1 2026, for an estimated $173,823,550
CITADEL ADVISORS LLC added 3,307,111 shares (+1818.5%) to their portfolio in Q1 2026, for an estimated $155,136,577
BLACKROCK, INC. added 2,672,893 shares (+4.9%) to their portfolio in Q1 2026, for an estimated $125,385,410
FULLER & THALER ASSET MANAGEMENT, INC. added 2,579,047 shares (+698.9%) to their portfolio in Q1 2026, for an estimated $120,983,094
QUBE RESEARCH & TECHNOLOGIES LTD added 2,326,311 shares (+1151.0%) to their portfolio in Q1 2026, for an estimated $109,127,249

To track hedge funds’ stock portfolios, check out Quiver Quantitative’s institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$FIS Congressional Stock Trading

Members of Congress have traded $FIS stock 4 times in the past 6 months. Of those trades, 2 have been purchases and 2 have been sales.

Here’s a breakdown of recent trading of $FIS stock by members of Congress over the last 6 months:

To track congressional stock trading, check out Quiver Quantitative’s congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.

$FIS Analyst Ratings

Wall Street analysts have issued reports on $FIS in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

JP Morgan issued a “Overweight” rating on 02/12/2026

To track analyst ratings and price targets for $FIS, check out Quiver Quantitative’s $FIS forecast page.

$FIS Price Targets

Multiple analysts have issued price targets for $FIS recently. We have seen 10 analysts offer price targets for $FIS in the last 6 months, with a median target of $57.0.

Here are some recent targets:

Matthew Coad from Truist Securities set a target price of $45.0 on 05/28/2026
Ramsey El-Assal from Cantor Fitzgerald set a target price of $55.0 on 05/11/2026
Daniel R. Perlin from RBC Capital set a target price of $57.0 on 05/11/2026
Will Nance from Goldman Sachs set a target price of $57.0 on 05/11/2026
Timothy Chiodo from UBS set a target price of $63.0 on 05/11/2026
Vasundhara Govil from Keefe, Bruyette & Woods set a target price of $72.0 on 02/25/2026
James Friedman from Susquehanna set a target price of $55.0 on 02/25/2026

This article is not financial advice. See Quiver Quantitative’s disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.