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Fidelity National Information Services, Inc. (NYSE:FIS ) FIS Announces Strategic Transactions April 17, 2025 8:30 AM ET Company Participants George Mihalos - Head of IR Stephanie Ferris - President and CEO James Kehoe - CFO Conference Call Participants Darrin Peller - Wolfe Research Dan Dolev - Mizuho Group Jason Kupferberg - Bank of America Rayna Kumar - Oppenheimer Trevor Williams - Jefferies Bryan Bergin - TD Cowen Will Nance - Goldman Sachs Daniel Perlin - RBC Capital Markets Andrew Bauch - Wells Fargo Jamie Friedman - Susquehanna Chris Kennedy - William Blair Operator Good day, and thank you for standing by. Welcome to the FIS Strategic Transaction Conference Call.
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Investors interested in stocks from the Financial Transaction Services sector have probably already heard of Fidelity National Information Services (FIS) and DLocal (DLO). But which of these two stocks presents investors with the better value opportunity right now?
Fidelity National (FIS) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Fidelity National teams up with Bilt to deliver real-time rewards redemption via Premium Payback solution, which in turn, may benefit Banking Solutions' segment revenues.
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FIS remains well-poised for growth, attributable to recurring revenue growth, new product launches, acquisitions and digital transformation efforts.
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Fidelity National Information Services stock plunged 11% after weak Q4 earnings and guidance, prompting a downgrade to "hold" but now upgraded to "buy" due to price decline. FIS's banking revenue lagged expectations, causing skepticism about the transitory nature of Q4 weakness, but capital markets activity remains strong with 9% revenue growth. The company generated $700 million in adjusted free cash flow, executed $1 billion in buybacks, and raised its dividend by 11%, with more buybacks in 2025.
Shares of Fidelity National Information Services, Inc. FIS are quiet Wednesday. This follows yesterday's sell-off of 11.5%.