Non-Traditional Dividend Stock Investment Opportunities
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Source: Fool
- FIS Dividend Increase: Fidelity National Information Services (FIS) recently raised its dividend by 10% to $0.44 per share, yielding 3.62%, following a 63% decline in stock price, indicating potential for improved profitability and stock price recovery after divesting Worldpay.
- Positive Market Outlook: Analysts rate FIS as a buy, projecting a 67% price increase over the next 12 months, reflecting confidence in the newly acquired Issuer Solutions business, which is expected to align better with Fidelity's core operations.
- Main Street Capital Stability: Main Street Capital (MAIN), a business development company, boasts a 100% gross margin and has increased its annual dividend for 18 consecutive years, currently paying a monthly dividend of $0.26 with a high yield of 7.20%, showcasing strong cash flow and profitability.
- Investment Return Performance: Main Street Capital has achieved an 11% annualized return over the past five years, and its combination of high dividend payouts and stable performance makes it an ideal choice for investors in volatile markets, further enhancing its appeal among dividend investors.
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Analyst Views on FIS
Wall Street analysts forecast FIS stock price to rise
15 Analyst Rating
10 Buy
5 Hold
0 Sell
Moderate Buy
Current: 49.000
Low
65.00
Averages
80.31
High
90.00
Current: 49.000
Low
65.00
Averages
80.31
High
90.00
About FIS
Fidelity National Information Services, Inc. is a financial technology company providing solutions to financial institutions, businesses and developers. The Company's segments include Banking Solutions (Banking), Capital Market Solutions (Capital Markets) and Corporate and Other. The Banking segment is focused on serving financial institutions with core processing software, transaction processing software and complementary applications and services, many of which interact directly with core processing software. The Company sells these solutions on either a bundled or stand-alone basis. The Capital Markets segment is focused on serving global financial services clients and corporations with an array of buy- and sell-side, treasury, risk management and lending solutions. Its solutions include a variety of mission-critical buy- and sell-side applications for recordkeeping, data and analytics, trading and financing, as well as corporate treasury and risk management applications.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Non-Traditional Dividend Stock Investment Opportunities
- FIS Dividend Increase: Fidelity National Information Services (FIS) recently raised its dividend by 10% to $0.44 per share, yielding 3.62%, following a 63% decline in stock price, indicating potential for improved profitability and stock price recovery after divesting Worldpay.
- Positive Market Outlook: Analysts rate FIS as a buy, projecting a 67% price increase over the next 12 months, reflecting confidence in the newly acquired Issuer Solutions business, which is expected to align better with Fidelity's core operations.
- Main Street Capital Stability: Main Street Capital (MAIN), a business development company, boasts a 100% gross margin and has increased its annual dividend for 18 consecutive years, currently paying a monthly dividend of $0.26 with a high yield of 7.20%, showcasing strong cash flow and profitability.
- Investment Return Performance: Main Street Capital has achieved an 11% annualized return over the past five years, and its combination of high dividend payouts and stable performance makes it an ideal choice for investors in volatile markets, further enhancing its appeal among dividend investors.
See More
FIS and Main Street Capital Offer High-Yield Dividend Opportunities
- FIS Price Recovery Potential: Fidelity National Information Services, which has seen a 63% decline in stock price primarily due to a failed acquisition of Worldpay, is expected to enhance profitability by divesting Worldpay and acquiring Global Payments' Issuer Solutions business, with analysts predicting a 67% upside in stock price over the next 12 months.
- Dividend Growth Trend: FIS has just increased its dividend by 10% to $0.44 per share; although its dividend payments have been inconsistent in recent years, the conclusion of the Worldpay deal is expected to lead to more stable dividend growth, boosting investor confidence.
- Main Street Capital's Stable Income: Main Street Capital pays a monthly dividend of $0.26, yielding an impressive 7.20%, and has reliably increased its annual dividend for 18 consecutive years, showcasing its strong profitability and stability as a business development company.
- Investment Return Performance: Main Street Capital has achieved an annualized return of 11% over the past five years, and its consistent dividend payments along with supplemental distributions make it an ideal choice for investors in volatile markets, further enhancing its appeal.
See More
Stocks to Keep an Eye on This Week: Nvidia, Warner Bros., Berkshire Hathaway, Home Depot, and Others
Market Performance: The Nasdaq Composite and S&P 500 indexes ended their multi-week losing streaks, increasing by 1.5% and 1.1%, respectively.
Supreme Court Ruling: A significant factor in the market rise was the Supreme Court's decision to strike down some of President Trump's tariffs.
White House Response: Despite the ruling, the White House announced plans to explore alternative methods to enforce its tariff policy.
Investor Sentiment: The combination of the court ruling and the White House's response influenced investor sentiment positively, contributing to the uptick in equities.
See More
Wall Street Focus This Week: Nvidia Earnings Report
- Nvidia Earnings Expectations: Nvidia is set to report its fiscal 2026 Q4 earnings on Wednesday, with expected revenues of $65.87 billion, reflecting a 67.5% year-over-year growth, and earnings per share of $1.53, up 72%, providing crucial insights into the state of AI development.
- Salesforce Performance Focus: Salesforce will release its quarterly results on Wednesday, with consensus EPS of $3.04 and revenue of $11.16 billion, as investors closely watch management's insights on AI and the adoption of its Agentforce offering to assess long-term competitiveness.
- Retailers' Earnings Impact: Home Depot and TJX Companies are reporting this week, with Home Depot expected to post EPS of $2.54 and revenue of $38.12 billion, discussing the impact of interest rates on consumer behavior, while TJX anticipates 3.83% same-store sales growth, focusing on changes in shopping habits.
- Qnity's First Earnings Report: Qnity will deliver its first earnings report as a standalone company on Thursday, with expectations of $0.58 EPS and $1.16 billion in revenue, as analysts seek insights into its market positioning amid booming AI semiconductor demand and high-bandwidth memory pricing.
See More
Trump's New Tariff Plan Triggers Market Volatility
- Tariff Policy Shift: Following the Supreme Court ruling, Trump plans to impose a new 10% global tariff, which could lead to the U.S. needing to refund billions in tariffs to importers; the market reacted with initial gains followed by losses, reflecting investor uncertainty about future trade relations.
- Legal Challenge Outlook: The Supreme Court's ruling that Trump wrongfully invoked the International Emergency Economic Powers Act to implement tariffs pushes the refund issue back to lower courts, indicating that firms will face lengthy legal processes to obtain refunds, potentially impacting their cash flow and investment decisions.
- Cautious Market Sentiment: While geopolitical risks have not historically impacted the stock market significantly, investors may reduce exposure as stocks approach all-time highs, especially with the upcoming Nvidia earnings report raising concerns about potential disappointments, leading to heightened market tension.
- Economic Stimulus Expectations: Despite uncertainties, investors remain hopeful that the fiscal stimulus from last year's legislation will begin to take effect in the coming months, potentially alleviating signs of economic weakness and supporting long-term market growth.
See More
Baupost Group's Investment Moves in Q4
- New Investment Position: Baupost Group established a new stake in Amazon during Q4, making it the fund's second-largest holding at 9.3% of assets, reflecting confidence in the e-commerce and cloud giant despite differing views from Buffett.
- Portfolio Adjustments: The fund completely exited its position in PagSeguro Digital in Q4, indicating a strategic portfolio adjustment likely based on market performance and future expectations.
- Top Holdings: As of December 31, Restaurant Brands International remains Baupost's largest holding, indicating sustained confidence in the restaurant sector, and it was also the top holding in Q3, showcasing stability.
- Market Performance Comparison: Amazon was the worst-performing stock among the Magnificent Seven in 2025, and Baupost's investment decision may be based on optimism regarding its cloud segment growth, which will test the effectiveness of Klarman's strategy against Buffett's reduction in exposure.
See More
Non-Traditional Dividend Stock Investment Opportunities
- FIS Dividend Increase: Fidelity National Information Services (FIS) recently raised its dividend by 10% to $0.44 per share, yielding 3.62%, following a 63% decline in stock price, indicating potential for improved profitability and stock price recovery after divesting Worldpay.
- Positive Market Outlook: Analysts rate FIS as a buy, projecting a 67% price increase over the next 12 months, reflecting confidence in the newly acquired Issuer Solutions business, which is expected to align better with Fidelity's core operations.
- Main Street Capital Stability: Main Street Capital (MAIN), a business development company, boasts a 100% gross margin and has increased its annual dividend for 18 consecutive years, currently paying a monthly dividend of $0.26 with a high yield of 7.20%, showcasing strong cash flow and profitability.
- Investment Return Performance: Main Street Capital has achieved an 11% annualized return over the past five years, and its combination of high dividend payouts and stable performance makes it an ideal choice for investors in volatile markets, further enhancing its appeal among dividend investors.
See More
FIS and Main Street Capital Offer High-Yield Dividend Opportunities
- FIS Price Recovery Potential: Fidelity National Information Services, which has seen a 63% decline in stock price primarily due to a failed acquisition of Worldpay, is expected to enhance profitability by divesting Worldpay and acquiring Global Payments' Issuer Solutions business, with analysts predicting a 67% upside in stock price over the next 12 months.
- Dividend Growth Trend: FIS has just increased its dividend by 10% to $0.44 per share; although its dividend payments have been inconsistent in recent years, the conclusion of the Worldpay deal is expected to lead to more stable dividend growth, boosting investor confidence.
- Main Street Capital's Stable Income: Main Street Capital pays a monthly dividend of $0.26, yielding an impressive 7.20%, and has reliably increased its annual dividend for 18 consecutive years, showcasing its strong profitability and stability as a business development company.
- Investment Return Performance: Main Street Capital has achieved an annualized return of 11% over the past five years, and its consistent dividend payments along with supplemental distributions make it an ideal choice for investors in volatile markets, further enhancing its appeal.
See More
Stocks to Keep an Eye on This Week: Nvidia, Warner Bros., Berkshire Hathaway, Home Depot, and Others
Market Performance: The Nasdaq Composite and S&P 500 indexes ended their multi-week losing streaks, increasing by 1.5% and 1.1%, respectively.
Supreme Court Ruling: A significant factor in the market rise was the Supreme Court's decision to strike down some of President Trump's tariffs.
White House Response: Despite the ruling, the White House announced plans to explore alternative methods to enforce its tariff policy.
Investor Sentiment: The combination of the court ruling and the White House's response influenced investor sentiment positively, contributing to the uptick in equities.
See More
Wall Street Focus This Week: Nvidia Earnings Report
- Nvidia Earnings Expectations: Nvidia is set to report its fiscal 2026 Q4 earnings on Wednesday, with expected revenues of $65.87 billion, reflecting a 67.5% year-over-year growth, and earnings per share of $1.53, up 72%, providing crucial insights into the state of AI development.
- Salesforce Performance Focus: Salesforce will release its quarterly results on Wednesday, with consensus EPS of $3.04 and revenue of $11.16 billion, as investors closely watch management's insights on AI and the adoption of its Agentforce offering to assess long-term competitiveness.
- Retailers' Earnings Impact: Home Depot and TJX Companies are reporting this week, with Home Depot expected to post EPS of $2.54 and revenue of $38.12 billion, discussing the impact of interest rates on consumer behavior, while TJX anticipates 3.83% same-store sales growth, focusing on changes in shopping habits.
- Qnity's First Earnings Report: Qnity will deliver its first earnings report as a standalone company on Thursday, with expectations of $0.58 EPS and $1.16 billion in revenue, as analysts seek insights into its market positioning amid booming AI semiconductor demand and high-bandwidth memory pricing.
See More
Trump's New Tariff Plan Triggers Market Volatility
- Tariff Policy Shift: Following the Supreme Court ruling, Trump plans to impose a new 10% global tariff, which could lead to the U.S. needing to refund billions in tariffs to importers; the market reacted with initial gains followed by losses, reflecting investor uncertainty about future trade relations.
- Legal Challenge Outlook: The Supreme Court's ruling that Trump wrongfully invoked the International Emergency Economic Powers Act to implement tariffs pushes the refund issue back to lower courts, indicating that firms will face lengthy legal processes to obtain refunds, potentially impacting their cash flow and investment decisions.
- Cautious Market Sentiment: While geopolitical risks have not historically impacted the stock market significantly, investors may reduce exposure as stocks approach all-time highs, especially with the upcoming Nvidia earnings report raising concerns about potential disappointments, leading to heightened market tension.
- Economic Stimulus Expectations: Despite uncertainties, investors remain hopeful that the fiscal stimulus from last year's legislation will begin to take effect in the coming months, potentially alleviating signs of economic weakness and supporting long-term market growth.
See More
Baupost Group's Investment Moves in Q4
- New Investment Position: Baupost Group established a new stake in Amazon during Q4, making it the fund's second-largest holding at 9.3% of assets, reflecting confidence in the e-commerce and cloud giant despite differing views from Buffett.
- Portfolio Adjustments: The fund completely exited its position in PagSeguro Digital in Q4, indicating a strategic portfolio adjustment likely based on market performance and future expectations.
- Top Holdings: As of December 31, Restaurant Brands International remains Baupost's largest holding, indicating sustained confidence in the restaurant sector, and it was also the top holding in Q3, showcasing stability.
- Market Performance Comparison: Amazon was the worst-performing stock among the Magnificent Seven in 2025, and Baupost's investment decision may be based on optimism regarding its cloud segment growth, which will test the effectiveness of Klarman's strategy against Buffett's reduction in exposure.
See More
