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NYSE · Technology

Fidelity National Information Services, Inc. FIS

Fidelity National Information Services, Inc. provides solutions to financial institutions, businesses, and developers worldwide. The company operates through Banking Solutions, Capital Market Solutions, and Corporate and Other segments. It provides core processing and ancillary applications; mobile and online banking; fraud, risk management, and compliance; card and retail payment; electronic funds transfer and network; wealth and retirement; and item processing and output solutions.

Sources StockAnalysis company profile stockanalysis.com
Fintech

Company profile

Business mix

  • The company operates through Banking Solutions, Capital Market Solutions, and Corporate and Other segments.
  • It provides core processing and ancillary applications; mobile and online banking; fraud, risk management, and compliance; card and retail payment; electronic funds transfer and network; wealth and retirement; and item processing and output solutions.
  • The company also offers trading and assets, lending, leveraged and syndicated loan markets, and treasury and risk solutions.
  • Fidelity National Information Services, Inc. was founded in 1968 and is headquartered in Jacksonville, Florida.

Current key questions

  • Can demand for the company's products and platforms keep growing within information technology services?
  • How durable are margins as product cycles, R&D spending, cloud or AI investment, and competition change?
  • Does customer concentration, switching cost, or ecosystem control support long-term pricing power?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 7.99 FCF 12.29% Buyback 4%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Lyrical Asset Management 2.6% $171.9M 2026-03-31
Southeastern Asset Management Mason Hawkins 1.9% $38.8M 2026-03-31

Recent trading changes over the last 4 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 0 Last 4 13F filing periods
Net reducers 3 Last 4 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $0 Estimated from net added shares
Reduction amount $41.0M Estimated from net reduced shares
Net share change / base shares -49.3% -4,360,684 / 8,853,077
Southeastern Asset Management Mason Hawkins 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Major reduction Shares -26.8% 13F value change -$19.6M
13F 2025-09-30 Filed 2025-11-14
Major reduction Shares -34.0% 13F value change -$36.0M
13F 2025-12-31 Filed 2026-02-13
Minor reduction Shares -0.6% 13F value change +$62,396
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 33.0% 13F value change -$2.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,297,683 Last 4 periods -470,182 (-36.2%) Total shares 827,501 Value $38.8M
Baupost Group Seth Klarman 4 filing periods
13F 2025-06-30 Filed 2025-08-13
Minor increase Shares 8.5% 13F value change +$47,667
13F 2025-09-30 Filed 2025-11-13
Unchanged Shares 0.0% 13F value change $0
13F 2025-12-31 Filed 2026-02-13
Major increase Shares 18.8% 13F value change +$49,429
13F 2026-03-31 Filed 2026-05-14
Sold out Shares -100.0% 13F value change -$299,323
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 3,492,947 Last 4 periods -3,492,947 (-100.0%) Total shares 0 Value $0
Lyrical Asset Management 4 filing periods
13F 2025-06-30 Filed 2025-08-12
Minor reduction Shares -8.4% 13F value change -$316,337
13F 2025-09-30 Filed 2025-11-12
Minor increase Shares 7.8% 13F value change -$38.4M
13F 2025-12-31 Filed 2026-02-11
Minor reduction Shares -4.9% 13F value change -$11.1M
13F 2026-03-31 Filed 2026-05-11
Minor reduction Shares -3.9% 13F value change -$81.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-11
Base shares 4,062,447 Last 4 periods -397,555 (-9.8%) Total shares 3,664,892 Value $171.9M

Recent mentions

No public mentions.