30,000 Shares in Shift4 Payments, Inc. $FOUR Purchased by LB Partners LLC

Posted by Brenda Bartman on Jul 2nd, 2026

LB Partners LLC purchased a new stake in shares of Shift4 Payments, Inc. (NYSE:FOUR – Free Report) in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 30,000 shares of the company’s stock, valued at approximately $1,312,000. Shift4 Payments comprises approximately 1.2% of LB Partners LLC’s holdings, making the stock its 17th largest position.

Other institutional investors have also added to or reduced their stakes in the company. Advisors Asset Management Inc. increased its stake in Shift4 Payments by 100.0% in the 1st quarter. Advisors Asset Management Inc. now owns 434 shares of the company’s stock worth $35,000 after acquiring an additional 217 shares during the last quarter. Empowered Funds LLC purchased a new position in shares of Shift4 Payments in the fourth quarter valued at $43,000. Vestcor Inc purchased a new position in shares of Shift4 Payments in the third quarter valued at $45,000. Summer Road LLC bought a new stake in Shift4 Payments in the fourth quarter worth $47,000. Finally, Johnson Financial Group Inc. increased its position in Shift4 Payments by 282.2% in the third quarter. Johnson Financial Group Inc. now owns 646 shares of the company’s stock worth $50,000 after purchasing an additional 477 shares during the last quarter. Hedge funds and other institutional investors own 98.87% of the company’s stock.

Wall Street Analyst Weigh In

FOUR has been the topic of a number of recent research reports. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of Shift4 Payments in a research note on Thursday, June 11th. Evercore set a $45.00 target price on shares of Shift4 Payments in a report on Monday, May 18th. Royal Bank Of Canada decreased their target price on shares of Shift4 Payments from $73.00 to $65.00 and set an “outperform” rating on the stock in a research report on Friday, May 8th. Seaport Research Partners downgraded shares of Shift4 Payments from a “buy” rating to a “neutral” rating in a report on Thursday, April 16th. Finally, Stephens lowered Shift4 Payments from an “overweight” rating to an “equal weight” rating and set a $50.00 price target for the company. in a research report on Friday, April 17th. Ten investment analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average target price of $68.29.

Get Our Latest Stock Analysis on Shift4 Payments

Insiders Place Their Bets

In other news, major shareholder Jared Isaacman acquired 193,000 shares of Shift4 Payments stock in a transaction that occurred on Tuesday, May 12th. The shares were bought at an average cost 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 of the company’s stock, valued at $72,677,920.30. This trade represents a 12.10% increase in their position. The acquisition was disclosed in a filing with the SEC, which is available at this link. 1.54% of the stock is owned by company insiders.

Shift4 Payments Trading Up 1.2%

FOUR stock opened at $49.22 on Thursday. The company has a quick ratio of 1.22, a current ratio of 1.22 and a debt-to-equity ratio of 2.55. Shift4 Payments, Inc. has a twelve month low of $34.56 and a twelve month high of $108.50. The stock has a market capitalization of $3.90 billion, a price-to-earnings ratio of 58.60, a price-to-earnings-growth ratio of 0.53 and a beta of 1.40. The firm’s fifty day simple moving average is $42.77 and its two-hundred day simple moving average is $50.89.

Shift4 Payments (NYSE:FOUR – Get Free Report) last announced its earnings results on Thursday, May 7th. The company reported $0.97 earnings per share for the quarter, missing the consensus estimate of $0.99 by ($0.02). Shift4 Payments had a net margin of 2.63% and a return on equity of 33.55%. The firm had revenue of $1.12 billion during the quarter, compared to analysts’ expectations of $1.09 billion. During the same period in the prior year, the company posted $1.07 EPS. The company’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, analysts anticipate that Shift4 Payments, Inc. will post 4.77 earnings per share for the current year.

About Shift4 Payments

(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.