How Settling the Worldpay Lawsuit at Fidelity National Information Services (FIS) Has Changed Its Investment Story

• Fidelity National Information Services has agreed to pay US$210 million to settle a long‑running investor lawsuit over alleged misstatements tied to its 2019 Worldpay acquisition, with the deal pending court approval and no admission of wrongdoing.
• The settlement caps years of Worldpay-related controversy following leadership changes and the sale of a majority stake in the business in 2023, potentially clearing a governance overhang as new investigations into board conduct emerge.
• With FIS moving to resolve the Worldpay lawsuit, we’ll examine how this legal overhang and governance scrutiny affect its investment narrative.

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Fidelity National Information Services Investment Narrative Recap

To own FIS, you need to believe in its role as a core infrastructure provider to banks and payment processors despite profit volatility, competition from fintechs, and high debt. The proposed US$210 million Worldpay settlement looks more like a clean up of past issues than a change to the near term catalyst, which is whether management can convert modest revenue growth into higher quality, less one off earnings. The main risk remains execution in a fast changing payments and banking technology market.

Against this backdrop, FIS’s ongoing share repurchases, including US$301.4 million in Q3 2025, are especially relevant, since they signal management is still allocating capital to equity holders even as it tackles legal and governance questions. How effectively those buybacks, the dividend, and the refreshed balance sheet work together with earnings recovery will be central to how investors weigh the lawsuit settlement against longer term growth and margin pressures.

Yet while the lawsuit may be winding down, questions around governance and how FIS handles complex acquisitions are something investors should be aware of as...

Read the full narrative on Fidelity National Information Services (it's free!)

Fidelity National Information Services' narrative projects $11.7 billion revenue and $2.4 billion earnings by 2028. This requires 4.3% yearly revenue growth and about a $2.2 billion earnings increase from $158.0 million today.

Uncover how Fidelity National Information Services' forecasts yield a $81.05 fair value, a 21% upside to its current price.

Exploring Other Perspectives

Two fair value estimates from the Simply Wall St Community span roughly US$81 to US$114 per share, underlining how far apart individual views can be. When you set those against concerns about ongoing integration and execution risk around FIS’s deals, it becomes even more important to compare multiple perspectives before forming an opinion on the stock’s longer term performance potential.

Explore 2 other fair value estimates on Fidelity National Information Services - why the stock might be worth as much as 70% more than the current price!

Build Your Own Fidelity National Information Services Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Fidelity National Information Services research is our analysis highlighting 3 key rewards and 4 important warning signs that could impact your investment decision.
• Our free Fidelity National Information Services research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Fidelity National Information Services' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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