In a significant financial maneuver, Global Payments (GPN) has agreed to acquire Worldpay from GTCR and FIS for $24.25 billion, encompassing both cash and stock. This acquisition is part of a complex transaction that also involves FIS obtaining Global Payments’ Issuer Solutions business, valued at $13.5 billion.
GTCR, which recently secured a 55% stake in Worldpay from FIS, will benefit from a payout structure consisting of 59% cash and 41% stock upon the completion of the deal. In addition, GTCR will acquire a 15% ownership stake in Global Payments’ outstanding shares, indicating its ongoing commitment to the newly integrated enterprise and its future growth trajectory.
The anticipated completion of the Worldpay sale is set for the first half of 2026, pending mandatory regulatory approvals and standard closing conditions. The consummation of both the Worldpay sale and FIS's acquisition of Global Payments’ Issuer Solutions unit are interdependent, with both transactions scheduled to finalize concurrently.
Wall Street Analysts Forecast
Based on the one-year price targets offered by 24 analysts, the average target price for Fidelity National Information Services Inc (FIS, Financial) is $83.14 with a high estimate of $113.00 and a low estimate of $53.00. The average target implies an upside of 21.13% from the current price of $68.64. More detailed estimate data can be found on the Fidelity National Information Services Inc (FIS) Forecast page.
Based on the consensus recommendation from 32 brokerage firms, Fidelity National Information Services Inc's (FIS, Financial) average brokerage recommendation is currently 2.3, indicating "Outperform" status. The rating scale ranges from 1 to 5, where 1 signifies Strong Buy, and 5 denotes Sell.
Based on GuruFocus estimates, the estimated GF Value for Fidelity National Information Services Inc (FIS, Financial) in one year is $88.98, suggesting a upside of 29.63% from the current price of $68.64. GF Value is GuruFocus' estimate of the fair value that the stock should be traded at. It is calculated based on the historical multiples the stock has traded at previously, as well as past business growth and the future estimates of the business' performance. More detailed data can be found on the Fidelity National Information Services Inc (FIS) Summary page.
