Fidelity National Information Services Ranked #71 Among Analyst Picks with Strong Buyback Activity
ByAinvest
Thursday, Oct 2, 2025 1:26 pm ET1min read
FIS--
UBS cited several factors supporting its upgraded rating, including an expected earnings of $6.25+ in fiscal year 2026, improved margin expansion, and better free cash flow conversion. The firm also highlighted the potential synergies from the TSYS credit issuer processing business acquisition, which is expected to generate approximately $150 million in EBITDA synergies within three years [1].
Moreover, FIS has been actively engaged in strategic acquisitions and technological advancements. The company recently completed its acquisition of Amount, a digital banking solutions provider, to enhance its digital banking capabilities. Additionally, FIS has reengineered its Private Capital Suite into a cloud-native software-as-a-service solution and introduced its AI-powered Neural Treasury suite to assist corporate treasurers in managing liquidity and financial transactions [1].
Despite the recent selling pressure, primarily due to tax-loss harvesting, UBS expects relatively stable results in the second half of 2025 and the addition of TSYS in 2026 to support a mild 1.5 turn re-rating off the lows and increased confidence in high single-digit to low double-digit EPS compounding [1].
The upgrade by UBS comes amidst a mix of analyst opinions. While some firms have lowered their price targets, others have maintained an Outperform rating. Raymond James lowered its price target from $95.00 to $88.00, while Mizuho adjusted its target from $85.00 to $83.00 [1]. Sierra Ocean LLC and other institutional investors have increased their stakes in FIS, reflecting their confidence in the company's growth prospects [3].
FIS has been active in share repurchases, having repurchased at least 5% of its outstanding shares over the past year, which is consistent with its strong buyback activity [3]. The company's recent earnings report showed a modest 1% top-line beat, with adjusted earnings per share meeting expectations, although the adjusted EBITDA margin performance did not meet analyst expectations [3].
Overall, the positive outlook from UBS, combined with FIS's strategic initiatives and strong buyback activity, suggests that the company is well-positioned for future growth. Investors should closely monitor the company's performance and the evolving analyst consensus.
Fidelity National Information Services (FIS) is ranked #71 among analyst picks with strong buyback activity, having repurchased at least 5% of its outstanding shares over the past year. The company operates in the Business Services & Equipment sector and is currently trading up 0.1% midday Thursday.
Fidelity National Information Services (FIS) has seen a significant boost in its stock price following a recent upgrade by UBS, which has set a price target of $82.00. The stock, currently trading at $65.78, has been downgraded from Neutral to Buy, reflecting a more positive outlook on the company's future prospects [1].UBS cited several factors supporting its upgraded rating, including an expected earnings of $6.25+ in fiscal year 2026, improved margin expansion, and better free cash flow conversion. The firm also highlighted the potential synergies from the TSYS credit issuer processing business acquisition, which is expected to generate approximately $150 million in EBITDA synergies within three years [1].
Moreover, FIS has been actively engaged in strategic acquisitions and technological advancements. The company recently completed its acquisition of Amount, a digital banking solutions provider, to enhance its digital banking capabilities. Additionally, FIS has reengineered its Private Capital Suite into a cloud-native software-as-a-service solution and introduced its AI-powered Neural Treasury suite to assist corporate treasurers in managing liquidity and financial transactions [1].
Despite the recent selling pressure, primarily due to tax-loss harvesting, UBS expects relatively stable results in the second half of 2025 and the addition of TSYS in 2026 to support a mild 1.5 turn re-rating off the lows and increased confidence in high single-digit to low double-digit EPS compounding [1].
The upgrade by UBS comes amidst a mix of analyst opinions. While some firms have lowered their price targets, others have maintained an Outperform rating. Raymond James lowered its price target from $95.00 to $88.00, while Mizuho adjusted its target from $85.00 to $83.00 [1]. Sierra Ocean LLC and other institutional investors have increased their stakes in FIS, reflecting their confidence in the company's growth prospects [3].
FIS has been active in share repurchases, having repurchased at least 5% of its outstanding shares over the past year, which is consistent with its strong buyback activity [3]. The company's recent earnings report showed a modest 1% top-line beat, with adjusted earnings per share meeting expectations, although the adjusted EBITDA margin performance did not meet analyst expectations [3].
Overall, the positive outlook from UBS, combined with FIS's strategic initiatives and strong buyback activity, suggests that the company is well-positioned for future growth. Investors should closely monitor the company's performance and the evolving analyst consensus.

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