Shift4 Payments (NYSE:FOUR – Get Free Report) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share guidance of 5.150-5.350 for the period, compared to the consensus earnings per share estimate of 5.410. The company issued revenue guidance of -, compared to the consensus revenue estimate of $4.6 billion.
Wall Street Analyst Weigh In
Several brokerages have weighed in on FOUR. Seaport Research Partners lowered Shift4 Payments from a “buy” rating to a “neutral” rating in a report on Thursday, April 16th. Evercore set a $45.00 target price on Shift4 Payments in a research note on Monday, May 18th. DA Davidson dropped their price target on Shift4 Payments from $82.00 to $74.00 and set a “buy” rating on the stock in a research report on Tuesday, May 12th. Raymond James Financial set a $51.00 price target on Shift4 Payments in a research note on Friday. Finally, Capital One Financial set a $50.00 price objective on Shift4 Payments in a report on Tuesday, April 21st. Nine analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Hold” and an average target price of $60.15.
Check Out Our Latest Stock Analysis on FOUR
Shift4 Payments Stock Performance
Shift4 Payments (NYSE:FOUR – Get Free Report) last announced its quarterly earnings results on Thursday, August 6th. The company reported $1.32 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.26 by $0.06. The firm had revenue of $1.29 billion for the quarter, compared to the consensus estimate of $615.18 million. Shift4 Payments had a net margin of 2.20% and a return on equity of 28.40%. The company’s revenue for the quarter was up 50.9% on a year-over-year basis. During the same period in the prior year, the firm posted $1.10 earnings per share. Shift4 Payments has set its FY 2026 guidance at 5.150-5.350 EPS. On average, sell-side analysts forecast that Shift4 Payments will post 4.68 earnings per share for the current year.
Insider Transactions at Shift4 Payments
In other Shift4 Payments news, major shareholder Jared Isaacman bought 193,000 shares of Shift4 Payments stock in a transaction that occurred on Tuesday, May 12th. The stock was acquired at an average cost of $40.66 per share, for a total transaction of $7,847,380.00. Following the completion of the transaction, the insider directly owned 1,787,455 shares in the company, valued at $72,677,920.30. This represents a 12.10% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the SEC, which is available through this link. Corporate insiders own 1.54% of the company’s stock.
Key Headlines Impacting Shift4 Payments
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
Hedge Funds Weigh In On Shift4 Payments
A number of institutional investors have recently made changes to their positions in FOUR. Marex Group plc boosted its holdings in shares of 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 acquiring an additional 196 shares during the last quarter. Parallel Advisors LLC raised its holdings in Shift4 Payments by 5.6% in the 3rd quarter. Parallel Advisors LLC now owns 4,049 shares of the company’s stock worth $313,000 after purchasing an additional 214 shares during the period. Advisors Asset Management Inc. lifted its position in shares of Shift4 Payments by 100.0% during the 1st quarter. Advisors Asset Management Inc. now owns 434 shares of the company’s stock valued at $35,000 after buying an additional 217 shares in the last quarter. Glenmede Investment Management LP lifted its holdings in Shift4 Payments by 5.1% during the third quarter. Glenmede Investment Management LP now owns 4,565 shares of the company’s stock valued at $353,000 after purchasing an additional 222 shares in the last quarter. Finally, Cerity Partners LLC boosted its holdings in Shift4 Payments by 4.4% in the 2nd quarter. Cerity Partners LLC now owns 5,317 shares of the company’s stock worth $527,000 after buying an additional 225 shares during the period. Institutional investors own 98.87% of the company’s stock.
Shift4 Payments Company Profile
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.
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