Shift4 Payments (NYSE:FOUR) Major Shareholder Jared Isaacman Acquires 195,500 Shares of Stock

Posted by Brian Himes on May 14th, 2026

Shift4 Payments, Inc. (NYSE:FOUR – Get Free Report) major shareholder Jared Isaacman acquired 195,500 shares of the company’s stock in a transaction that occurred on Monday, May 11th. The shares were bought at an average cost of $41.41 per share, for a total transaction of $8,095,655.00. Following the acquisition, the insider directly owned 1,594,455 shares in the company, valued at $66,026,381.55. This represents a 13.97% increase in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Large shareholders that own 10% or more of a company’s stock are required to disclose their transactions with the SEC.

Jared Isaacman also recently made the following trade(s):

On Tuesday, May 12th, Jared Isaacman acquired 193,000 shares of Shift4 Payments stock. The shares were bought at an average cost of $40.66 per share, for a total transaction of $7,847,380.00.
On Tuesday, March 10th, Jared Isaacman acquired 43,827 shares of Shift4 Payments stock. The shares were bought at an average cost of $45.75 per share, for a total transaction of $2,005,085.25.
On Monday, March 2nd, Jared Isaacman acquired 45,693 shares of Shift4 Payments stock. The shares were bought at an average cost of $43.83 per share, for a total transaction of $2,002,724.19.
On Friday, February 27th, Jared Isaacman acquired 159,244 shares of Shift4 Payments stock. The shares were bought at an average cost of $44.15 per share, for a total transaction of $7,030,622.60.
On Thursday, February 26th, Jared Isaacman acquired 136,993 shares of Shift4 Payments stock. The shares were bought at an average cost of $48.38 per share, for a total transaction of $6,627,721.34.

Shift4 Payments Stock Performance

Shares of FOUR opened at $40.95 on Thursday. The stock’s 50-day simple moving average is $45.21 and its 200 day simple moving average is $57.70. The stock 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 company has a debt-to-equity ratio of 2.55, a quick ratio of 1.66 and a current ratio of 1.22. Shift4 Payments, Inc. has a 52-week low of $39.61 and a 52-week high of $108.50.

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). The company had revenue of $1.12 billion for the quarter, compared to analysts’ expectations of $1.09 billion. Shift4 Payments had a return on equity of 33.55% and a net margin of 2.63%.The business’s revenue for the quarter was up 49.0% on a year-over-year basis. During the same period last year, the company posted $1.07 EPS. Shift4 Payments has set its FY 2026 guidance at 5.500-5.700 EPS. Research analysts forecast that Shift4 Payments, Inc. will post 4.65 EPS for the current fiscal year.

Wall Street Analyst Weigh In

FOUR has been the topic of a number of research analyst reports. DA Davidson decreased their target price on Shift4 Payments from $82.00 to $74.00 and set a “buy” rating on the stock in a research note on Tuesday. Truist Financial set a $71.00 target price on Shift4 Payments in a research note on Tuesday, January 20th. Freedom Capital lowered Shift4 Payments from a “strong-buy” rating to a “hold” rating in a research note on Friday, February 27th. BMO Capital Markets initiated coverage on Shift4 Payments in a research note on Tuesday, April 21st. They issued a “market perform” rating and a $50.00 target price on the stock. Finally, Stephens lowered Shift4 Payments from an “overweight” rating to an “equal weight” rating and set a $50.00 target price on the stock. in a research note on Friday, April 17th. Eleven research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat, Shift4 Payments presently has a consensus rating of “Hold” and a consensus price target of $71.62.

Check Out Our Latest Stock Report on Shift4 Payments

Hedge Funds Weigh In On Shift4 Payments

A number of institutional investors have recently added to or reduced their stakes in the business. Cassaday & Co Wealth Management LLC bought a new position in shares of Shift4 Payments during the 1st quarter valued at about $87,000. Swiss National Bank increased its position in shares of Shift4 Payments by 0.7% during the 1st quarter. Swiss National Bank now owns 120,200 shares of the company’s stock valued at $5,256,000 after purchasing an additional 800 shares during the last quarter. Spartan Wealth Advisory Services LLC bought a new position in shares of Shift4 Payments during the 1st quarter valued at about $834,000. Aurora Investment Counsel increased its position in shares of Shift4 Payments by 10.4% during the 1st quarter. Aurora Investment Counsel now owns 31,997 shares of the company’s stock valued at $1,399,000 after purchasing an additional 3,021 shares during the last quarter. Finally, Allspring Global Investments Holdings LLC increased its position in shares of Shift4 Payments by 1.1% during the 1st quarter. Allspring Global Investments Holdings LLC now owns 81,367 shares of the company’s stock valued at $3,467,000 after purchasing an additional 856 shares during the last quarter. 98.87% of the stock is currently owned by institutional investors.

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.