FIS
Fidelity National Information Services, Inc.NYSE
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  • Tue, Nov. 1, 7:03 AM
    • Fidelity National (NYSE:FIS): Q3 EPS of $1.00 beats by $0.02.
    • Revenue of $2.35B (+48.7% Y/Y) misses by $20M.
    • Press Release
    | Tue, Nov. 1, 7:03 AM
  • Mon, Oct. 31, 5:30 PM
  • Wed, Oct. 26, 4:48 PM
    • Fidelity National (NYSE:FIS) declares $0.26/share quarterly dividend, in line with previous.
    • Forward yield 1.38%
    • Payable Dec. 30; for shareholders of record Dec. 16; ex-div Dec. 14.
    | Wed, Oct. 26, 4:48 PM
  • Tue, Jul. 26, 7:04 AM
    • Fidelity National (NYSE:FIS): Q2 EPS of $0.90 beats by $0.03.
    • Revenue of $2.31B (+45.3% Y/Y) misses by $20M.
    • Press Release
    | Tue, Jul. 26, 7:04 AM
  • Mon, Jul. 25, 5:30 PM
  • Mon, Jul. 25, 4:38 PM
    • Fidelity National (NYSE:FIS) declares $0.26/share quarterly dividend, in line with previous.
    • Forward yield 1.34%
    • Payable Sept. 30; for shareholders of record Sept. 16; ex-div Sept. 14.
    | Mon, Jul. 25, 4:38 PM
  • Mon, May 23, 12:39 PM
    • "Politics is now a topic in every client discussion," say David Kostin and team, and the nature of today's electorate nearly assures a close race, even though prediction markets currently assign a high probability of a Clinton victory.
    • When uncertainty rises, consumer staples (NYSEARCA:XLP) typically outperforms, while tech (NYSEARCA:XLK) lags.
    • Getting down to names, with protectionism and tax policy two key areas of debate, buy those stocks with high U.S. sales and high effective tax rates, and avoid those with high foreign sales and low tax rates.
    • High U.S. sales and high tax rates (buy): Cardinal Health (NYSE:CAH), Fidelity National (NYSE:FIS), Discover (NYSE:DFS), AmerisourceBergen (NYSE:ABC), Schwab (NYSE:SCHW), ADP (NASDAQ:ADP), Chipotle (NYSE:CMG), Reynolds America (NYSE:RAI), Express Scripts (NASDAQ:ESRX), Alliance Data (NYSE:ADS), Fiserv (NASDAQ:FISV), Paychex (NASDAQ:PAYX), Whole Foods (NASDAQ:WFM), Akamai (NASDAQ:AKAM), Intuit (NASDAQ:INTU), Southwest Airlines (NYSE:LUV).
    • High foreign sales and low tax rates (avoid): Abbott Labs (NYSE:ABT), Agilent (NYSE:A), Mondelez (NASDAQ:MDLZ), XL Group (NYSE:XL), Waters (NYSE:WAT), Priceline (NASDAQ:PCLN), Transocean (NYSE:RIG), PerkinElmer (NYSE:PKI), Nvidia (NASDAQ:NVDA), Lam Research (NASDAQ:LRCX), Western Digital (NASDAQ:WDC).
    | Mon, May 23, 12:39 PM | 18 Comments
  • Tue, May 3, 7:04 AM
    • Fidelity National (NYSE:FIS): Q1 EPS of $0.79 beats by $0.04.
    • Revenue of $2.18B (+40.6% Y/Y) misses by $70M.
    | Tue, May 3, 7:04 AM
  • Mon, May 2, 5:30 PM
  • Fri, Apr. 29, 9:19 AM
    • Fidelity National (NYSE:FIS) declares $0.26/share quarterly dividend, in line with previous.
    • Forward yield 1.58%
    • Payable June 30; for shareholders of record June 16; ex-div June 14.
    | Fri, Apr. 29, 9:19 AM
  • Tue, Apr. 5, 10:28 AM
    • First Data (NYSE:FDC): "Despite its favorable debt maturity schedule (nothing due until 2018) and modest interest rate sensitivity (only approximately 1/4 of debt is floating), FDC appears to have suffered collateral damage in the recent high-yield credit market carnage. Nonetheless, we remain encouraged by FDC's positioning within the payment-processing ecosystem and continue to believe the company is well positioned to benefit from the secular trend toward electronic payments."
    • T-Mobile USA (NASDAQ:TMUS): "T-Mobile's improving cash generation coupled with ongoing subscriber momentum reinforces our outperform rating. The company appears on track for 20% EBITDA growth in 2016/17. We continue to believe TMUS's standalone story is attractive with M&A upside [long term]."
    • HCA: "We are recommending shares of HCA given strong Q4 results, a robust outlook, improved Affordable Care Act enrollment trends, and an attractive valuation. HCA's Q4 beat and bullish FY2016 outlook, released on January 29, 2016, were far in excess of expectations. Nevertheless, the stock has re-traced only a portion of its post-Q3 losses. Besides the Q3 earnings challenges, the market remains concerned with the outlook for the ACA, balance sheet leverage and mixed competitor results, but those concerns appear overblown. The stock is now trading at just 7.1x '16E EBITDA, which is a discount to the company's/industry's historical averages of 7.6x/8.6x."
    • Expedia (NASDAQ:EXPE): Expedia is "our top long-term idea. The company is well positioned to gain online-travel share from its leading travel brands, solid management execution, and strategic deployment of capital. We believe the HomeAway acquisition is highly accretive, based on leveraging HomeAway's unique inventory with Expedia's online optimization capabilities. As a result, we forecast superior earnings growth that should result in significant shareholder value, in our view."
    • FedEx (NYSE:FDX): "FedEx is lauded for its speed and service in its core FedEx Express segment, where it possesses the leading market share in 'express' parcel delivery in the U.S., as well as a strong position in its emerging FedEx Ground segment, both of which (particularly Ground) are benefiting from an e-commerce tailwind, which we estimate is driving formidable revenue growth in business-to-consumer. Anticipating a gradual economic recovery in the US/globally, we expect margin expansion via improved efficiencies and capital utilization, coupled with a realignment plan likely to meet/exceed targeting improved annual profitability of $1.65 billion by FY16."
    • CVS: "The company continues to do well in the PBM (pharmacy benefit management) segment, taking new market share ($12.7 billion net new business) while integrating the newly acquired Omnicare and Target pharmacies. We believe that CVS's focus around building solutions that span the continuum of care will resonate well with clients. Near term, the continued strength in new PBM business and acquisition synergies will likely drive the upside. CVS's focus on delivering shareholder returns in multiple avenues - earnings growth, share buybacks and dividends, makes it very attractive, especially in this turbulent market."
    • Fidelity National Information Services (NYSE:FIS): "The SunGard integration appears ahead of plan; we would not preclude upside synergies (i.e., above $200 million FY17 exit rate). FIS currently trades at approximately 14x our FY17E EPS, which we believe remains attractive."
    • Coach (NYSE:COH): "With Creative Designer Stuart Vevers' influence on full-price channel for five quarters and impact on outlet at approximately 90% this [past holiday season], we are starting to see signs of stabilization of Coach brand in North America. All in all, at 17% operating margins (31% just two years ago) and early signs of brand inflection, COH is playing better offense, despite moderation in growth of overall handbag category, and likely stands to benefit from biggest competitor KORS slowing."
    • WESCO (NYSE:WCC): "We believe WCC's hires into key strategic leadership positions in recent years support improved guidance rigor and represent a long-term investment in deeper organizational productivity potential across sales & marketing, supply chain, and IT (new CIO most recently). WCC remains positioned to drive long-term market share gains in the fragmented U.S. electrical distribution market in our view, as nonresidential and industrial capex markets recover. We note meaningful leverage to a sustained and more broad-based recovery and attractive long-term investment characteristics."
    • Anthem (NYSE:ANTM): "Overall, while the Exchanges continue to cause shorter-term pressure, we think improvements to this business, along with the potential accretion from Cigna remain attractive long-term catalysts for the company. As a result, we maintain our Outperform rating."
    • Source
    | Tue, Apr. 5, 10:28 AM | 1 Comment
  • Thu, Mar. 10, 6:09 PM
    • Reuters reports Fidelity National Information Services (NYSE:FIS) is looking to sell its recently-acquired Sungard Data unit's public sector/education market ops, and hoping to fetch more than $1B.
    • FIS bought SunGard last year for $9.1B in cash and stock. The sale effort is said to highlight FIS' "desire to focus on areas of core competence, such as retail and enterprise banking, payments, capital markets, wealth management and insurance." Both P-E firms and industry peers are viewed as potential buyers.
    | Thu, Mar. 10, 6:09 PM
  • Tue, Feb. 9, 7:02 AM
    • Fidelity National (NYSE:FIS): Q4 EPS of $0.93 beats by $0.01.
    • Revenue of $1.87B (+10.7% Y/Y) misses by $10M.
    | Tue, Feb. 9, 7:02 AM
  • Mon, Feb. 8, 5:30 PM
    | Mon, Feb. 8, 5:30 PM | 13 Comments
  • Wed, Jan. 27, 4:40 PM
    • Fidelity National (NYSE:FIS) declares $0.26/share quarterly dividend, in line with previous.
    • Forward yield 1.77%
    • Payable March 31; for shareholders of record March 17; ex-div March 15.
    | Wed, Jan. 27, 4:40 PM
  • Nov. 3, 2015, 12:48 PM
    | Nov. 3, 2015, 12:48 PM | 6 Comments