Fidelity National Information Services, Inc. (FIS) provides core processing for mobile and online banking, credit card and retail payments, electronic funds transfer and more. About 68% of revenue comes from banking, 28% from capital markets and 4% from corporations. FIS, an S&P 500 company, has a $42 billion market cap and relationships with major clients including Microsoft, T. Rowe Price and Fifth Third Bank. It handles payment services, digital accounting, direct deposits, brokerage clearing needs and other basic financial elements.
Fiscal year: December. Revenue: 2026 est./$10.9 billion…2025 est./$10.5 billion…2024/$10.1 billion. Earnings per share: 2026 est./$6.27…2025 est./$5.73…2024/$5.22. Dividend: $1.44/share/yr. Recent yield: 2.08%.
Jack Newell is chairman and CEO, Dover Partners, Inc., Dayton, Ohio, which manages $100 million. Dover-Partners.com
Redfin Corporation (RDFN), a disruptor of the residential real estate industry, offers online real estate database and brokerage services in nearly 100 US markets and Canada. Its 1% listing fee provides compelling value to sellers versus traditional agents. Its agents average 50% higher sales volume than the industry average. Redfin needs more transaction volume to become profitable—it has been held back by lack of housing supply and interest rate issues. As the market normalizes, Redfin’s big investments in software buildout and agent training should pay off.
Fiscal year: December. Revenue: 2025 est./$1.1 billion…2024 est./$1 billion…2023/$976.7 million. Earnings per share: 2025 est./–$0.78…2024 est./–$1.12…2023/–$1.16.
Joshua Wein is portfolio manager of the $1.9 billion Hennessy Cornerstone Mid Cap 30 Fund (HFMDX), Novato, California. HennessyFunds.com
Aviat Networks, Inc. (AVNW) is a communications equipment and technology company providing microwave and wireless networking for policing, rural access, stadiums and other purposes. It holds patents for its low-energy-use, quick-to-deploy systems. The Austin, Texas–based company does half its business internationally. It has resolved internal-controls issues, digested two acquisitions, handled a project slowdown and has a new CFO and strong balance sheet. It benefits from more data usage and the need for quick establishment of communications.
Fiscal year: June. Revenue: 2026 est./$470.7 million…2025 est./$436.2 million…2024/$408.1 million. Earnings per share: 2026 est./$3.18…2025 est./$1…2024/$0.86.
Scott W. Hood, CFA, is a portfolio manager, First Wilshire Securities Management, Pasadena, California, which manages $340 million. FirstWilshire.com
Tennant Company (TNC) makes floor-cleaning equipment for use in commercial buildings, factories, schools and more. Its equipment requires less manual labor—important because of labor shortages and as wages rise. It also sells parts—they make up 40% of revenue. Payback for buying Tennant equipment averages only three years. It has moved into automated mobile robotic cleaners, now 10% of sales and expected to grow.
Fiscal year: December. Revenue: 2026 est./$6.76 billion…2025 est./$5.93 billion…2024/$1.29 billion. Adjusted earnings per share: 2026 est./$1.30…2025 est./$5.93…2024/$6.57. Dividend: $1.18/share/yr. Recent yield: 1.3%.
Tim Kang is senior vice president and portfolio manager, Olstein Capital Management, Purchase, New York. He chooses stocks for the $540 million Olstein All Cap Value Fund (OFALX). OlsteinFunds.com
Bottom Line Personal’s experts have beaten their benchmarks over the past five-year period or longer. We ask each contributor to choose one stock that he/she thinks has significant appreciation potential over the next 12 to 24 months.
