FIS Q4 revenue beats expectations, adjusted EPS slightly misses

Fidelity National Information Services

24/02/2026 12:41

Overview

Financial technology firm's Q4 revenue beats analyst expectations

Adjusted EPS for Q4 slightly missed analyst expectations

Company completed acquisition of Total Issuing Solutions and sold Worldpay stake

Outlook

Company projects 2026 adjusted revenue growth of 30-31%

FIS expects 2026 adjusted EBITDA growth of 34-35%, adjusted EPS growth of 8-10%

Company forecasts 2026 free cash flow growth of 27-33%

Result Drivers

ACQUISITIONS AND SALES - FIS completed the acquisition of Total Issuing Solutions and sold its Worldpay stake, impacting financial results

INNOVATION AND INITIATIVES - CEO Stephanie Ferris cited commercial excellence initiatives and investments in innovation as drivers of revenue growth and margin expansion

REVENUE MIX AND COST MANAGEMENT - Favorable revenue mix and cost management contributed to growth in Banking and Capital Market Solutions segments

Company press release: ID:nBw7JMLGta

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$2.81 bln
$2.74 bln (22 Analysts)
Q4 Adjusted EPS
Miss
$1.68
$1.69 (24 Analysts)
Q4 Adjusted Net Income
Slight Miss*
$874 mln
$878.48 mln (18 Analysts)
Q4 Adjusted EBITDA
Slight Miss*
$1.20 bln
$1.21 bln (22 Analysts)
Q4 Adjusted EBITDA Margin
42.50%


*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 17 "strong buy" or "buy", 10 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the financial technology (fintech) peer group is "buy"

Wall Street's median 12-month price target for Fidelity National Information Services Inc is $82.00, about 72.8% above its February 23 closing price of $47.46

The stock recently traded at 8 times the next 12-month earnings vs. a P/E of 10 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)