Shift4 Payments (NYSE:FOUR – Get Free Report) had its price target decreased by investment analysts at Susquehanna from $63.00 to $56.00 in a research report issued to clients and investors on Friday, Benzinga reports. The firm presently has a “positive” rating on the stock. Susquehanna‘s target price suggests a potential upside of 30.46% from the stock’s current price.
FOUR has been the topic of several other research reports. Bank of America started coverage on shares of Shift4 Payments in a research report on Thursday, October 15th. They set a “neutral” rating and a $42.00 price objective on the stock. Mizuho decreased their target price on shares of Shift4 Payments from $55.00 to $46.00 and set an “outperform” rating for the company in a research report on Thursday, September 24th. Morgan Stanley set a $46.00 price target on shares of Shift4 Payments in a research note on Friday, August 7th. Zacks Research lowered shares of Shift4 Payments from a “hold” rating to a “strong sell” rating in a research note on Tuesday, September 8th. Finally, BTIG Research cut their price target on shares of Shift4 Payments from $60.00 to $50.00 and set a “buy” rating on the stock in a report on Tuesday, October 13th. Eleven analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and two have given a Sell rating to the company. According to MarketBeat.com, Shift4 Payments currently has an average rating of “Hold” and an average price target of $56.05.
Check Out Our Latest Research Report on Shift4 Payments
Shift4 Payments Stock Down 4.2%
FOUR opened at $42.92 on Friday. Shift4 Payments has a fifty-two week low of $34.56 and a fifty-two week high of $76.09. The business has a 50-day moving average of $40.31 and a 200-day moving average of $46.06. The company has a debt-to-equity ratio of 2.59, a current ratio of 1.21 and a quick ratio of 1.21. The company has a market capitalization of $3.39 billion, a PE ratio of 71.54, a price-to-earnings-growth ratio of 0.73 and a beta of 1.50.
Shift4 Payments (NYSE:FOUR – Get Free Report) last announced its quarterly earnings results on Thursday, November 5th. The company reported $1.49 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.36 by $0.13. The business had revenue of $1.32 billion during the quarter, compared to analyst estimates of $652.39 million. Shift4 Payments had a return on equity of 28.40% and a net margin of 2.20%. The firm’s revenue was up 10.0% on a year-over-year basis. During the same period in the previous year, the company earned $1.47 EPS. Shift4 Payments has set its FY 2026 guidance at 5.050-5.150 EPS. Equities research analysts forecast that Shift4 Payments will post 4.11 EPS for the current fiscal year.
Hedge Funds Weigh In On Shift4 Payments
A number of institutional investors have recently modified their holdings of the company. Spyglass Capital Management LLC lifted its stake in shares of Shift4 Payments by 4.7% in the second quarter. Spyglass Capital Management LLC now owns 1,833,803 shares of the company’s stock worth $89,196,000 after buying an additional 82,663 shares during the last quarter. Private Management Group Inc. grew its stake in Shift4 Payments by 24.3% in the 3rd quarter. Private Management Group Inc. now owns 913,959 shares of the company’s stock valued at $33,058,000 after buying an additional 178,734 shares during the last quarter. Rice Hall James & Associates LLC grew its stake in Shift4 Payments by 27.7% in the 1st quarter. Rice Hall James & Associates LLC now owns 847,726 shares of the company’s stock valued at $37,071,000 after buying an additional 183,938 shares during the last quarter. Schwartz Investment Counsel Inc. raised its holdings in Shift4 Payments by 55.5% in the 1st quarter. Schwartz Investment Counsel Inc. now owns 445,691 shares of the company’s stock worth $19,490,000 after acquiring an additional 159,000 shares during the period. Finally, Principal Financial Group Inc. raised its holdings in Shift4 Payments by 5.0% in the 1st quarter. Principal Financial Group Inc. now owns 151,954 shares of the company’s stock worth $6,645,000 after acquiring an additional 7,214 shares during the period. Institutional investors own 98.87% of the company’s stock.
Key Stories Impacting Shift4 Payments
Here are the key news stories impacting Shift4 Payments this week:
- Positive Sentiment: Q3 EPS was $1.49, topping the $1.35–$1.36 analyst estimate and up from $1.47 a year earlier. Shift4 raised its 2026 EPS guidance to $5.05–$5.15, above the cited $4.98 consensus. Q3 earnings beat
- Positive Sentiment: The company authorized a $1 billion share repurchase program, which could support shareholder returns and signal management confidence. Share buyback announcement
- Neutral Sentiment: Shift4 expects Q4 gross revenue less network fees (GRLNF) of $625 million–$640 million and forecasts mid- to high-single-digit organic GRLNF growth in 2027. This provides visibility, though investors may focus on the pace of growth. 2027 outlook
- Negative Sentiment: Despite the EPS beat, reports said Q3 sales missed expectations, a likely reason FOUR came under pressure after results. The gap between stronger earnings and weaker sales momentum may leave investors cautious about future growth. Q3 sales expectations
Shift4 Payments Company Profile
Shift4 Payments, Inc (NYSE: FOUR) is a payment technology company that provides integrated commerce solutions for businesses and organizations. Its platform supports payment acceptance across in-person, online and mobile channels, combining payment processing with point-of-sale, commerce management and reporting tools.
The company serves merchants and enterprises in industries including restaurants, hospitality, hotels, sports and entertainment venues, gaming, retail and e-commerce. Its offerings include payment gateways, point-of-sale systems, mobile and contactless payment capabilities, fraud prevention, chargeback management and business analytics.
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