Analysts Set Shift4 Payments, Inc. (NYSE:FOUR) Target Price at $68.43

Posted by Stanley Muller on Aug 8th, 2026

Shift4 Payments, Inc. (NYSE:FOUR – Get Free Report) has been assigned a consensus recommendation of “Hold” from the twenty-two brokerages that are presently covering the firm, MarketBeat reports. One investment analyst has rated the stock with a sell recommendation, twelve have issued a hold recommendation and nine have given a buy recommendation to the company. The average 1-year price objective among brokerages that have updated their coverage on the stock in the last year is $60.15.

FOUR has been the subject of a number of recent analyst reports. Morgan Stanley set a $46.00 price objective on shares of Shift4 Payments in a research report on Friday. Keefe, Bruyette & Woods boosted their target price on Shift4 Payments from $50.00 to $52.00 and gave the company a “market perform” rating in a research note on Friday, May 8th. Raymond James Financial set a $51.00 price target on Shift4 Payments in a report on Friday. UBS Group cut their price target on shares of Shift4 Payments from $60.00 to $52.00 and set a “buy” rating on the stock in a research note on Friday. Finally, Zacks Research upgraded shares of Shift4 Payments from a “strong sell” rating to a “hold” rating in a report on Monday, June 1st.

View Our Latest Stock Report on Shift4 Payments

Insider Activity

In other news, major shareholder Jared Isaacman acquired 193,000 shares of the firm’s stock in a transaction dated Tuesday, May 12th. The stock was bought at an average price of $40.66 per share, with a total value of $7,847,380.00. Following the transaction, the insider directly owned 1,787,455 shares in the company, valued at approximately $72,677,920.30. The trade was a 12.10% increase in their position. The purchase was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. 1.54% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Shift4 Payments

Institutional investors have recently modified their holdings of the business. Marex Group plc increased its position in Shift4 Payments by 6.0% during the 4th quarter. Marex Group plc now owns 3,487 shares of the company’s stock valued at $220,000 after buying an additional 196 shares in the last quarter. Parallel Advisors LLC raised its stake in Shift4 Payments by 5.6% during the third quarter. Parallel Advisors LLC now owns 4,049 shares of the company’s stock valued at $313,000 after buying an additional 214 shares during the last quarter. Advisors Asset Management Inc. boosted its holdings in Shift4 Payments by 100.0% in the first quarter. Advisors Asset Management Inc. now owns 434 shares of the company’s stock worth $35,000 after acquiring an additional 217 shares in the last quarter. Glenmede Investment Management LP boosted its holdings in Shift4 Payments by 5.1% in the third quarter. Glenmede Investment Management LP now owns 4,565 shares of the company’s stock worth $353,000 after acquiring an additional 222 shares in the last quarter. Finally, Cerity Partners LLC grew its stake in shares of Shift4 Payments by 4.4% in the second quarter. Cerity Partners LLC now owns 5,317 shares of the company’s stock worth $527,000 after acquiring an additional 225 shares during the last quarter. Institutional investors own 98.87% of the company’s stock.

Shift4 Payments News Summary

Here are the key news stories impacting Shift4 Payments this week:

Positive Sentiment: Shift4 reported second-quarter adjusted earnings of $1.32 per share, exceeding analysts’ estimates of approximately $1.19–$1.25. Revenue rose 50.9% year over year to roughly $1.29 billion–$1.30 billion, far above the reported consensus estimate of $615.18 million. Shift4 Payments Q2 Earnings and Revenues Beat Estimates
Positive Sentiment: BTIG Research reduced its price target to $60 from $70 but maintained a Buy rating, implying substantial potential upside from recent trading levels. Benzinga

Shift4 Payments Stock Performance

NYSE:FOUR opened at $41.13 on Monday. The stock has a market capitalization of $3.26 billion, a P/E ratio of 68.55, a price-to-earnings-growth ratio of 0.48 and a beta of 1.40. The company has a current ratio of 1.21, a quick ratio of 1.22 and a debt-to-equity ratio of 2.59. Shift4 Payments has a 1 year low of $34.56 and a 1 year high of $92.79. The firm has a 50 day moving average of $46.40 and a 200-day moving average of $48.22.

Shift4 Payments (NYSE:FOUR – Get Free Report) last announced its earnings results on Thursday, August 6th. The company reported $1.32 EPS for the quarter, topping the consensus estimate of $1.26 by $0.06. The company had revenue of $1.29 billion for the quarter, compared to analysts’ expectations of $615.18 million. Shift4 Payments had a return on equity of 28.40% and a net margin of 2.20%.The business’s revenue for the quarter was up 50.9% on a year-over-year basis. During the same quarter in the prior year, the business earned $1.10 earnings per share. Shift4 Payments has set its FY 2026 guidance at 5.150-5.350 EPS. As a group, sell-side analysts anticipate that Shift4 Payments will post 4.68 EPS for the current fiscal year.

Shift4 Payments Company Profile

(Get Free Report)

Shift4 Payments is a U.S.-based provider of integrated payment processing and technology solutions, serving merchants across the hospitality, retail, e-commerce, gaming and lodging industries. The company’s platform enables businesses to accept in-store, online and mobile payments through a combination of point-of-sale hardware, payment gateway services and back-office software. By centralizing transaction processing and reporting, Shift4 aims to simplify payments, enhance security and streamline operations for its merchant customers.

The company’s core offerings include encrypted point-of-sale terminals, cloud-based payment gateways, and developer-friendly APIs for online and mobile checkouts.