Core Insights - Fidelity National Information Services Inc (FIS) is recognized as one of the best S&P 500 stocks with significant upside potential, particularly benefiting from the acceleration of AI adoption [1][3] Company Performance - Analysts from Stephens highlight that FIS is well-positioned to capitalize on the increasing demand for real-time transaction processing and banking modernization, with improved margins and strong free cash flow generation following restructuring efforts [3] - Cantor Fitzgerald initiated coverage of FIS with an Overweight rating and a price target of $72, noting the company's wide reach across various business lines and its importance in the financial ecosystem [4] - Despite facing a loss of investor trust, management has demonstrated confidence through share buybacks and maintaining a 23-year streak of dividend payments, currently yielding 2.7% [4] Future Outlook - Fiscal 2026 is anticipated to be an investment year for FIS as it works on repositioning its business, although there are concerns about a weak economy and reduced bank IT spending potentially hindering growth [5] - The company has a low current ratio of 0.53, indicating that short-term obligations exceed liquid assets, which poses a risk to its financial stability [5] - FIS shares have declined by 27% over the past six months, making the successful execution of its turnaround plan critical [5]

Company Overview - Fidelity National Information Services, Inc. (FIS) is a financial technology leader with a market cap of $28.6 billion, based in Jacksonville, Florida, providing secure transaction processing for financial institutions, businesses, and governments through various platforms and services [1] Stock Performance - FIS has significantly underperformed the broader market over the past 52 weeks, with shares declining 37.8%, while the S&P 500 Index gained 15.4%. Year-to-date, the stock is down 23.4%, compared to a 1.1% increase in the S&P 500 [2] - FIS also lagged behind the State Street Financial Select Sector SPDR ETF (XLF), which rose 4.4% over the past 52 weeks and declined 2.3% year-to-date [3] Recent Developments - On November 8, FIS launched its Asset Servicing Management Suite, a unified platform designed to automate and streamline asset-servicing functions, enhancing efficiency, data accuracy, and reducing operational risk. The market reacted positively, with FIS shares gaining about 1% in the following trading session [5] Earnings Outlook - For the current fiscal year ending in December, analysts project FIS' EPS to grow 10.5% year-over-year to $5.77. The company has a strong earnings surprise history, meeting or exceeding consensus estimates in the last four quarters [6] - Among 28 analysts covering FIS, the consensus rating is a "Moderate Buy," consisting of 13 "Strong Buy," three "Moderate Buy," 11 "Hold," and one "Strong Sell" ratings [6] Analyst Sentiment - The analyst sentiment has become more bullish, with 12 analysts now suggesting a "Strong Buy" rating. Cantor Fitzgerald initiated coverage of FIS with an "Overweight" rating and a price target of $72, indicating a potential upside of 41.3% from current levels [7]

Group 1 - The issuer of the securities is F.I.S. – Fabbrica Italiana Sintetici S.p.A, with an aggregate nominal amount of EUR 300 million and EUR 470 million [3] - The securities include a fixed-rate senior secured note (SSN FXD) due on February 5, 2031, and a floating-rate senior secured note (SSN FRN) [3] - The offer price for both types of securities is set at 100 [3] Group 2 - No stabilization activities were conducted by the Stabilisation Managers in relation to the securities offer [2] - The Stabilisation Managers include BNP Paribas, Goldman Sachs International, and several other major financial institutions [4] - The announcement clarifies that the securities are not offered for sale in the United States and have not been registered under the U.S. Securities Act of 1933 [5]

Core Viewpoint - The market anticipates Fidelity National Information Services (FIS) to report a year-over-year increase in earnings driven by higher revenues, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - The consensus estimate for FIS's quarterly earnings is $1.69 per share, reflecting a year-over-year increase of +20.7%, while revenues are projected to be $2.74 billion, up 5.4% from the previous year [3]. Estimate Revisions - Over the last 30 days, the consensus EPS estimate has been revised down by 0.06%, indicating a collective reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model suggests that the Most Accurate Estimate for FIS is lower than the consensus estimate, resulting in an Earnings ESP of -0.17%, indicating a bearish outlook from analysts [12]. Historical Performance - In the last reported quarter, FIS exceeded the expected earnings of $1.48 per share by delivering $1.51, resulting in a surprise of +2.03%. Over the last four quarters, the company has beaten consensus EPS estimates three times [13][14]. Investment Considerations - Despite the potential for an earnings beat, other factors may influence stock performance, and the current Zacks Rank of 3 suggests that FIS may not be a strong candidate for an earnings beat [15][17].

Core Viewpoint - FIS Bright Portfolios Focused Equity ETF (BRIF) is undergoing a reorganization into FIS Trust, pending shareholder approval, with a special meeting adjourned to February 19, 2026 for further voting [1]. Shareholder Voting Information - Shareholders as of November 20, 2025, are encouraged to vote in advance of the adjourned Special Meeting [2]. - Holders of record wishing to participate in the meeting can contact the Fund's proxy solicitor, Mediant, for credentials [3]. - Shareholders holding BRIF shares through intermediaries must obtain a legal proxy to participate and vote at the meeting [4]. Additional Meeting Details - All requests to participate in or vote at the adjourned Special Meeting must be submitted by 9 a.m. Mountain Standard Time on February 19, 2026 [4]. - Mediant is available for any questions regarding access to the adjourned Special Meeting [5]. Reorganization Information - The press release does not constitute an offer to purchase or sell shares of BRIF, and the solicitation for proxies will be made through a definitive proxy statement/prospectus [6]. - Detailed information regarding the interests of the Fund's trustees and officers can be found in the proxy statement/prospectus related to the reorganization [7]. - Shareholders are urged to read the proxy statement/prospectus for important information about the proposed reorganization [8].

Core Viewpoint - Value investing remains a preferred strategy for identifying strong stocks in various market conditions, utilizing valuation metrics to uncover potential opportunities [1] Group 1: Value Investing Insights - Zacks has developed the Style Scores system to identify stocks with specific traits, particularly appealing to value investors [2] - Stocks with high Zacks Rank and "A" grades in the Value category are considered among the strongest value stocks available [2] Group 2: Fidelity National Information Services (FIS) Overview - Fidelity National Information Services (FIS) holds a Zacks Rank of 2 (Buy) and a Value grade of A, indicating strong investment potential [3] - FIS has a P/E ratio of 10.64, significantly lower than the industry average of 19.75, suggesting it may be undervalued [3] - Over the past year, FIS's Forward P/E has fluctuated between 10.64 and 16.44, with a median of 13.47 [3] Group 3: PEG Ratio Analysis - FIS has a PEG ratio of 1.43, which is lower than the industry average of 1.71, indicating favorable valuation relative to expected earnings growth [4] - The PEG ratio for FIS has ranged from 0.53 to 1.47 over the past year, with a median of 0.76 [4] Group 4: Overall Valuation Assessment - The combination of FIS's valuation metrics and strong earnings outlook suggests that the stock is currently undervalued, making it an attractive option for value investors [5]

Company Overview - Fidelity National Information Services (NYSE:FIS) is recognized as one of the most undervalued fintech stocks currently available for investment [1] - The company provides financial technology solutions for banks, merchants, and capital markets, covering areas such as core processing, digital banking, payments, and related services [4] Analyst Ratings and Price Targets - Charles Nabhan from Stephens reiterated a Buy rating on FIS and adjusted the price target from $90 to $85 [1] - Nate Svensson from Deutsche Bank initiated coverage with a Hold rating and set a price target of $70 [1] Market Outlook - Analysts from Stephens maintain a bullish outlook on the payments and IT services sector, anticipating a positive sentiment shift towards payment stocks in 2026 after a challenging 2025 [2] - The acquisition of Global Payments by FIS, announced on January 12, is viewed positively by analysts, with one describing it as a clever asset sweep [3] Strategic Moves - FIS's decision to sell its 45% non-controlling stake in Worldpay is highlighted as a strategic move to acquire a high-margin, cash-generative asset [3]

Core Viewpoint - Fidelity National Information Services, Inc. (FIS) is a leading provider of financial services technology solutions, with a market cap of $34.3 billion, and is expected to announce its fiscal fourth-quarter earnings for 2025 soon [1] Financial Performance Expectations - Analysts anticipate FIS will report a profit of $1.70 per share on a diluted basis for the upcoming quarter, representing a 21.4% increase from $1.40 per share in the same quarter last year [2] - For the full fiscal year, FIS is expected to report an EPS of $5.77, which is a 10.5% increase from $5.22 in fiscal 2024, and a further rise to $6.33 in fiscal 2026, reflecting a 9.7% year-over-year growth [3] Recent Stock Performance - FIS stock has underperformed compared to the S&P 500 Index, which gained 19.3% over the past 52 weeks, with FIS shares down 18.3% during the same period [4] - On November 5, 2025, FIS shares rose by 2.5% after reporting Q3 results, with an adjusted EPS of $1.51 exceeding Wall Street expectations of $1.48, and revenue of $2.72 billion surpassing forecasts of $2.66 billion [5] Analyst Ratings - The consensus opinion on FIS stock is moderately bullish, with a "Moderate Buy" rating overall; out of 26 analysts, 12 recommend a "Strong Buy," 3 suggest a "Moderate Buy," 10 give a "Hold," and 1 recommends a "Strong Sell" [6] - The average analyst price target for FIS is $81.19, indicating a potential upside of 26.4% from current levels [6]

Core Insights - Fidelity National Information Services, Inc. (FIS) has launched an industry-first agentic commerce offering aimed at enabling banks to engage in AI-driven commerce safely and effectively, in collaboration with Mastercard and Visa as AI's role in transactions grows [1][5] Group 1: Agentic Commerce Overview - Agentic commerce allows AI to function as a personal digital assistant, capable of sourcing, negotiating, and completing purchases using pre-approved payment methods [2] - FIS' solution integrates AI-driven transactions within existing frameworks for authorization, authentication, and dispute resolution, enhancing trust among banks, merchants, and consumers [2][3] Group 2: Collaboration and Benefits - The collaboration with major card networks allows AI transactions to navigate existing payment systems without needing a complete overhaul, improving visibility and control for issuing banks [3] - Enhanced fraud monitoring, compliance tools, and new "know your agent" data frameworks support banks, while merchants may experience higher approval rates and reduced false declines, leading to a smoother shopping experience for consumers [3] Group 3: Rollout and Future Plans - FIS plans to roll out the agentic commerce solution to all issuing bank clients by the end of Q1 2026, focusing initially on transaction authorization, fraud management, and customer servicing, with future expansions into loyalty and data-driven engagement [4][8] - The strategic move aims to keep banks integrated in the evolving payments landscape, emphasizing the importance of security controls, data governance, and transparency in AI-led commerce [5] Group 4: Market Performance - Over the past six months, FIS shares have decreased by 16.6%, compared to an 11.8% decline in the industry [6]

Core Insights - FIS has launched its first offering to enable agentic commerce following the acquisition of its FIS Total Issuing Solutions portfolio [1] - The new agentic commerce offering allows banks to conduct commerce securely with AI agents and card networks [1] Company Developments - The acquisition of the FIS Total Issuing Solutions portfolio has been successfully completed [1] - The agentic commerce transactions utilize AI as a personal digital assistant [1]