Fidelity National Information Services Inc
Investment-Grade Bond Funds Witness Inflows
Flows into investment-grade bond funds were positive for the week ending on October 14 after witnessing four consecutive weeks of outflows.
Inside FIS’s Integrated Financial Solutions Segment
FIS’s Integrated Financial Solutions segment caters to North American banks and is the largest contributor to the company’s total revenues (~60%).
Tesla Institutional Investors: Who All Sold Too Early?
In 2019, Tesla (TSLA) rose 29.3%. The S&P 500 Index gained 29.2%. The top institutional investors were bullish on the electric car manufacturer in Q3 2019.
What Drove Fiserv’s 4Q16 Earnings Growth?
Fiserv’s 4Q16 net income of $215 million was 14% higher YoY.
D.E. Shaw & Co.: Where Is David Shaw Bullish?
At the end of Q3 2019, D.E. Shaw & Co.’s total portfolio of publicly traded securities was worth around $81.2 billion.
Cantillon Capital Management’s 1Q 2014 investment strategy
The New York–based Cantillon Capital Management filed its 13F for the first quarter of 2014. The size of the U.S. long portfolio slightly increased in the quarter, from $4.22 billion to $4.32 billion.
Square Stock Rose Due to UBS Coverage Initiation
Lately, Square (SQ) stock is becoming analysts’ favorite. On Tuesday, UBS analyst Eric Wasserstrom initiated coverage on the stock with a “buy” rating.
A Major Concern: Visa’s Share in This Market Is Diluting
The demonetization effect in India has created the need for digital payments, and Visa has seen a substantial rise in transactions as a result.
Behind Discover Financial Services’ Discounted Valuations
Discover Financial Services (DFS) has a PE (price-to-earnings) ratio on an NTM (next 12-month) basis of 10.26x, while the average for its peers is 13.97x.
Decoding the Advisory Board’s Net Profit Margins in 2017
In 1Q17, the Advisory Board (ABCO) reported adjusted EBITDA of ~$45 million, which was higher than its guidance of $37 million–$42 million.
Behind the Advisory Board’s Revenue Growth in 2017
In 1Q17, the Advisory Board (ABCO) reported revenues of ~$194.1 million, which was higher than its guidance of $185 million–$190 million but ~0.7% lower YoY.
Fiserv’s 4Q16 High-Flying Earnings
Fiserv reported adjusted earnings of $1.16 per share for 4Q16—21% higher YoY.
FIS Increased Quarterly Dividends 12% to $0.29
For 4Q16, FIS announced dividends of $0.29 per share, which is 12.0% higher on a year-over-year basis.
What Do Analysts Expect from Fiserv’s 4Q16 Earnings?
Fiserv (FISV) booked $5.2 billion revenues in 2015, while rival DST Systems (DST) generated $2.8 billion.
What the SunGard Acquisition Could Bring for FIS
In August 2015, FIS acquired SunGard for $9.1 billion, its largest acquisition to date. SunGard is expected to expand FIS’s top line by nearly 50%.
Understanding MasterCard’s Target Markets in 2017
Mastercard (MA) is looking for more partnerships with corporates and institutions involving preferred payments and technology solutions.
Across-the-Board Increases Could Be Seen When Visa Reports
Visa (V) is expected to post earnings per share of $0.73 for the September 2016 quarter compared to $0.62 in the September 2015 quarter. For 2016, analysts expect EPS of $2.79, compared to $2.62 in 2015, reflecting implied growth of 6.5%.
MasterCard Aggressive on International Acquisitions, Partnerships
In 2Q16, MasterCard (MA) registered 13% growth in its revenue to $2.7 billion. However, adjusting for foreign exchange impact, MA’s revenue rose 14%.
MasterCard’s International Dollar Volumes Dominate Growth
MasterCard (MA) posted strong 2Q16 earnings, backed by an 11% rise in global dollar volumes on a constant dollar basis. Its international growth was impacted by the strong US dollar.
Spending to Grow Visa’s Payment Volumes by Double Digits in Fiscal 4Q16
Visa (V) expects low double-digit payment volumes growth in fiscal 4Q16, mainly due to higher international growth.
Visa Expected to Post Growth in Fiscal 4Q16 on Integration, Spending
Visa (V) is expected to post earnings per share of $0.73 for fiscal 4Q16 compared to $0.62 in fiscal 4Q15. Visa’s net operating revenue stood at $3.6 billion, an increase of 3% on a year-over-year basis.
Stellar YTD 2016 for MFS Massachusetts Investors Growth Stock Fund
The MFS Massachusetts Investors Growth Stock Fund – Class A (MIGFX) is the only fund in this review that has outperformed the passively managed SPDR S&P 500 ETF Trust (SPY).
How Are FIS’s Business Strategies Driving Growth?
FIS plans to build stronger client relationships through multidimensional offerings. Its SunGard acquisition should also help expand client relationships.
The Ins and Outs of FIS’s Global Financial Solutions Segment
FIS’s Global Financial Solutions segment offers large financial institutions the worldwide with payment, consulting, and transformational services.
Inside FIS’s Operating Model
In 2015, FIS reorganized and began reporting its results under three segments. But after the SunGard acquisition, another restructuring process is underway.
Introducing Fidelity National Information Services
Headquartered in Florida, Fidelity National Information Services is a big hitter in software solutions and innovations in the financial services industry.
MasterCard Targets Strong Growth through New Partnerships
On the partnership front, MasterCard continues to sign new agreements in the co-brand space. In the United States, MasterCard confirmed its agreement with JetBlue to launch a new co-brand credit card.
Dollar Continues to Crimp MasterCard’s International Volume
MasterCard saw an expansion in the international payments volume of 16% on a constant dollar basis, mainly due to spending in Europe, Latin America, Asia, and Africa.
MasterCard Rises 18% in One Year on Strong Organic Growth
MasterCard (MA) stock has risen 18% over the past one year. The company has benefited from higher spending in the United States and Asia, partially offset by a strong US dollar.
Investment-Grade Bond Funds Witnessed Inflows in October
The flows into investment-grade bond funds were positive up to the week ending October 28. Investment-grade bond funds saw net inflows of $1.3 billion.
Investment-Grade Corporate Bond Issuance Rose in October
Investment-grade corporate bonds worth $132.6 billion were issued in the primary market in October 2015. The issuance rose 17.4% from September.
Vantiv’s Revenue and Income Rose in 3Q15
Vantiv reported net revenue of $816.0 million in 3Q15, an increase of 3.8% compared to $786.0 million in 2Q15. Revenue from external customers and related party revenue increased 3.9% and 0.11%, respectively.
How Does Total System Services Compare to Its Peers?
Total System Services has outperformed its peers based on PE. But it’s way ahead of its peers based on PS. The company has also outperformed its ETFs based on price movement, PE, and PBV.
Total System Services’ Organic Growth Boosts 3Q15 Revenue
Total System Services (TSS) has a market cap of $9.5 billion. YTD price movement is going up QoQ in 2015. After its 3Q15 earnings report, TSS rose 0.90% to close at $51.65 per share on October 27, 2015.
Goldman Sachs issued $5 billion worth of high-grade bonds
Goldman Sachs (GS) is a leading global investment banking, securities, and investment management firm that provides a wide range of financial services.
Why Investment-grade corporate bond issuance Surged
Investment-grade corporate bonds worth $32.5 billion were issued in the primary market in the week ending October 16, 2015, and issuers rose to 23 from 20.
How Does Global Payments Compare to Its Peers?
The peers outperformed Global Payments based on the current ratio and PE ratio. Global Payments is way ahead of its peers based on EPS and the PBV ratio.
William von Mueffling’s Cantillon Capital raises its AmBev stake
Cantillon’s 3.9% position in AmBev SA (ABEV) in 4Q 2013 increased to 5.06% in 1Q 2014. Companhia de Bebidas das Americas (AmBev) is a Brazil-based company and a unit of Anheuser-Busch InBev NV.