3 Stocks to Watch Amid Industry Woes in Business Information Services

The Business - Information Services industry is expected to grow due to increased adoption and success of the work-from-home trend, driving demand for risk mitigation, cost reduction, and productivity improvement services. Companies like Experian, Iron Mountain, and TransUnion are benefiting from digitally transformed, personalized, and value-added services. The industry is mature and has witnessed a progressively growing business environment in the past few years, with revenues, income, and operating cash expected to continue growing during the post-pandemic economic improvement.

Fidelity National Information Services, Inc. (NYSE: FIS) has seen a significant increase in its institutional ownership following recent quarterly filings. According to its latest Form 13F filing with the Securities & Exchange Commission, Mirae Asset Global Investments Co. Ltd. boosted its position in FIS by 99.7% during the second quarter, acquiring an additional 166,565 shares Mirae Asset Global Investments Co. Ltd. Purchases 166,565 Shares of Fidelity National Information Services, Inc. $FIS^[1]. This move has been accompanied by other institutional investors also adjusting their stakes in the company. Sierra Ocean LLC, Meeder Asset Management Inc., YANKCOM Partnership, Hazlett Burt & Watson Inc., and Cary Street Partners Investment Advisory LLC all increased their holdings in the first quarter Mirae Asset Global Investments Co. Ltd. Purchases 166,565 Shares of Fidelity National Information Services, Inc. $FIS^[1].

The increase in institutional ownership comes amid a growing trend in the information services industry, driven by the work-from-home trend and the demand for risk mitigation, cost reduction, and productivity improvement services. Companies like Experian, Iron Mountain, and TransUnion have benefited from this shift, providing digitally transformed, personalized, and value-added services 3 Large Drug Stocks to Watch as Industry Recovers After PFE-Trump Deal^[2].

FIS's stock performance has been robust, with a market cap of $34.85 billion, a P/E ratio of 370.60, and a beta of 1.05. The company reported $1.36 earnings per share for the quarter, meeting analyst estimates, and has set its Q3 2025 guidance at 1.460-1.500 EPS and FY 2025 guidance at 5.720-5.800 EPS Mirae Asset Global Investments Co. Ltd. Purchases 166,565 Shares of Fidelity National Information Services, Inc. $FIS^[1]. The firm's revenue for the quarter was up 5.1% year-over-year, indicating strong growth.

Analysts have provided a mix of ratings for FIS, with 13 equities research analysts rating the stock with a Buy rating, six with a Hold rating, and two with a Sell rating. The average rating is "Moderate Buy" with an average price target of $91.00 Mirae Asset Global Investments Co. Ltd. Purchases 166,565 Shares of Fidelity National Information Services, Inc. $FIS^[1]. Recent dividend announcements have also been positive, with a quarterly dividend paid on September 24th, representing a $1.60 annualized dividend and a yield of 2.4% Mirae Asset Global Investments Co. Ltd. Purchases 166,565 Shares of Fidelity National Information Services, Inc. $FIS^[1].

The growing demand for financial services technology solutions, driven by the post-pandemic economic improvement, is likely to continue supporting FIS's growth. As the company continues to invest in its U.S. research and production footprint, it is well-positioned to capitalize on the industry's growth prospects.