Mitsubishi UFJ Asset Management Co. Ltd. Has $296,000 Stock Position in Shift4 Payments, Inc. $FOUR

Posted by Francis Steltz on May 14th, 2026

Mitsubishi UFJ Asset Management Co. Ltd. reduced its stake in shares of Shift4 Payments, Inc. (NYSE:FOUR – Free Report) by 84.7% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 4,715 shares of the company’s stock after selling 26,022 shares during the quarter. Mitsubishi UFJ Asset Management Co. Ltd.’s holdings in Shift4 Payments were worth $296,000 as of its most recent SEC filing.

Several other large investors also recently modified their holdings of FOUR. CIBC Bancorp USA Inc. acquired a new stake in shares of Shift4 Payments during the 3rd quarter worth $77,303,000. Wasatch Advisors LP grew its holdings in shares of Shift4 Payments by 16.4% during the 2nd quarter. Wasatch Advisors LP now owns 6,338,567 shares of the company’s stock worth $628,215,000 after purchasing an additional 890,990 shares in the last quarter. Marshall Wace LLP grew its holdings in shares of Shift4 Payments by 1,128.5% during the 3rd quarter. Marshall Wace LLP now owns 839,330 shares of the company’s stock worth $64,964,000 after purchasing an additional 771,007 shares in the last quarter. Durable Capital Partners LP grew its holdings in shares of Shift4 Payments by 12.6% during the 2nd quarter. Durable Capital Partners LP now owns 6,665,443 shares of the company’s stock worth $660,612,000 after purchasing an additional 745,650 shares in the last quarter. Finally, ShawSpring Partners LLC boosted its stake in Shift4 Payments by 60.7% in the third quarter. ShawSpring Partners LLC now owns 1,251,374 shares of the company’s stock valued at $96,856,000 after buying an additional 472,652 shares in the last quarter. 98.87% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In related news, major shareholder Jared Isaacman acquired 195,500 shares of the stock in a transaction dated Monday, May 11th. The stock was bought at an average cost of $41.41 per share, for a total transaction of $8,095,655.00. Following the completion of the transaction, the insider directly owned 1,594,455 shares of the company’s stock, valued at $66,026,381.55. The trade was a 13.97% increase in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Insiders bought 774,257 shares of company stock worth $33,609,188 in the last ninety days. 25.15% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

Several research firms recently weighed in on FOUR. BMO Capital Markets began coverage on Shift4 Payments in a research note on Tuesday, April 21st. They issued a “market perform” rating and a $50.00 price objective on the stock. Keefe, Bruyette & Woods raised their price objective 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. Wolfe Research lowered Shift4 Payments from an “outperform” rating to a “peer perform” rating in a research note on Wednesday, April 15th. Evercore set a $50.00 price objective on Shift4 Payments in a research note on Tuesday, April 21st. Finally, Zacks Research lowered Shift4 Payments from a “hold” rating to a “strong sell” rating in a research note on Friday, May 1st. Eleven investment analysts have rated the stock with a Buy rating, ten have issued a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat, Shift4 Payments has an average rating of “Hold” and an average price target of $71.62.

Check Out Our Latest Stock Analysis on FOUR

Shift4 Payments Price Performance

Shares of FOUR opened at $40.95 on Thursday. Shift4 Payments, Inc. has a 1 year low of $39.61 and a 1 year high of $108.50. The company has a debt-to-equity ratio of 2.55, a current ratio of 1.22 and a quick ratio of 1.66. The company has a market capitalization of $3.33 billion, a price-to-earnings ratio of 48.75, a price-to-earnings-growth ratio of 0.45 and a beta of 1.44. The business has a 50-day moving average of $45.21 and a 200-day moving average of $57.70.

Shift4 Payments (NYSE:FOUR – Get Free Report) last issued its quarterly earnings data on Thursday, May 7th. The company reported $0.97 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.99 by ($0.02). Shift4 Payments had a return on equity of 33.55% and a net margin of 2.63%.The company had revenue of $1.12 billion for the quarter, compared to the consensus estimate of $1.09 billion. During the same quarter last year, the business earned $1.07 earnings per share. Shift4 Payments’s revenue was up 49.0% compared to the same quarter last year. Shift4 Payments has set its FY 2026 guidance at 5.500-5.700 EPS. As a group, equities research analysts anticipate that Shift4 Payments, Inc. will post 4.65 earnings per share for the current year.

Shift4 Payments Profile

(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.