Fidelity National (FIS) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates

Core Insights - Fidelity National Information Services (FIS) reported a revenue of $2.81 billion for the quarter ended December 2025, marking an 8.2% year-over-year increase and a surprise of +2.64% over the Zacks Consensus Estimate of $2.74 billion [1] - The earnings per share (EPS) for the same period was $1.68, compared to $1.40 a year ago, although it fell short of the consensus EPS estimate of $1.69 by -0.66% [1] Revenue Breakdown - Banking Solutions revenue reached $1.87 billion, exceeding the average estimate of $1.83 billion by analysts, reflecting an 8.7% year-over-year increase [4] - Capital Market Solutions generated $883 million, surpassing the average estimate of $874.74 million, with a year-over-year change of +7.6% [4] - Corporate and Other revenue was reported at $63 million, significantly higher than the estimated $44.78 million, representing a +3.3% change year-over-year [4] - Total Recurring revenue was $2.17 billion, slightly below the estimated $2.18 billion, but still showing a +7.3% increase compared to the previous year [4] Stock Performance - Shares of Fidelity National have declined by -19.7% over the past month, contrasting with the Zacks S&P 500 composite's -1% change [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]