Shift4 Payments (NYSE:FOUR – Get Free Report) was upgraded by equities research analysts at Zacks Research from a “strong sell” rating to a “hold” rating in a research note issued to investors on Thursday, Zacks reports.
Several other research firms have also issued reports on FOUR. Bank of America restated a “neutral” rating on shares of Shift4 Payments in a research report on Friday. DA Davidson cut their price objective on shares of Shift4 Payments from $74.00 to $68.00 and set a “buy” rating for the company in a research report on Monday, August 10th. Royal Bank Of Canada reduced their target price on shares of Shift4 Payments from $67.00 to $49.00 and set an “outperform” rating for the company in a research note on Friday. Mizuho decreased their target price on Shift4 Payments from $55.00 to $46.00 and set an “outperform” rating on the stock in a research report on Thursday, September 24th. Finally, UBS Group lowered their price target on Shift4 Payments from $60.00 to $52.00 and set a “buy” rating on the stock in a research note on Friday, August 7th. Eleven research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Hold” and a consensus price target of $53.86.
View Our Latest Report on Shift4 Payments
Shift4 Payments Stock Performance
NYSE FOUR traded up $1.09 during trading on Thursday, hitting $43.88. The company’s stock had a trading volume of 3,625,016 shares, compared to its average volume of 1,817,075. The company has a quick ratio of 1.21, a current ratio of 1.21 and a debt-to-equity ratio of 2.59. The firm has a 50 day moving average price of $40.31 and a 200 day moving average price of $45.97. The firm has a market cap of $3.47 billion, a P/E ratio of 54.85, a price-to-earnings-growth ratio of 0.68 and a beta of 1.50. Shift4 Payments has a 52 week low of $34.56 and a 52 week high of $75.35.
Shift4 Payments (NYSE:FOUR – Get Free Report) last posted its quarterly earnings data on Thursday, November 5th. The company reported $1.49 earnings per share for the quarter, beating the consensus estimate of $1.36 by $0.13. Shift4 Payments had a return on equity of 28.40% and a net margin of 2.20%. The company had revenue of $1.32 billion during the quarter, compared to analysts’ expectations of $652.39 million. During the same period in the prior year, the business earned $1.47 earnings per share. Shift4 Payments’s revenue for the quarter was up 10.0% compared to the same quarter last year. 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 earnings per share for the current fiscal year.
Hedge Funds Weigh In On Shift4 Payments
A number of hedge funds and other institutional investors have recently made changes to their positions in FOUR. Readystate Asset Management LP increased its stake in Shift4 Payments by 530.2% in the second quarter. Readystate Asset Management LP now owns 86,082 shares of the company’s stock valued at $4,187,000 after acquiring an additional 72,422 shares during the period. Spyglass Capital Management LLC lifted its stake in Shift4 Payments by 4.7% during the second quarter. Spyglass Capital Management LLC now owns 1,833,803 shares of the company’s stock worth $89,196,000 after purchasing an additional 82,663 shares during the period. Fifth Third Bancorp lifted its stake in Shift4 Payments by 19,626.6% during the first quarter. Fifth Third Bancorp now owns 30,379 shares of the company’s stock worth $1,328,000 after purchasing an additional 30,225 shares during the period. AlphaGrep UK Ltd acquired a new stake in Shift4 Payments during the second quarter valued at approximately $548,000. Finally, Schwartz Investment Counsel Inc. boosted its holdings in Shift4 Payments by 55.5% during the first quarter. Schwartz Investment Counsel Inc. now owns 445,691 shares of the company’s stock valued at $19,490,000 after purchasing an additional 159,000 shares in the last quarter. 98.87% of the stock is owned by institutional investors.
Shift4 Payments News Summary
Here are the key news stories impacting Shift4 Payments this week:
- Positive Sentiment: Shift4 reported third-quarter adjusted EPS of $1.49, above the roughly $1.36 consensus, while revenue grew 10% year over year. The company also raised its 2026 EPS outlook to $5.05–$5.15, above the cited $4.98 consensus. Earnings report
- Positive Sentiment: The company authorized a $1 billion share buyback, which could support per-share results and signal confidence in the business. Buyback announcement
- Neutral Sentiment: Shift4 outlined mid- to high-single-digit organic growth for 2027 and a fourth-quarter gross revenue less network fees outlook of $625 million–$640 million. Investors will weigh that growth outlook against the company’s longer-term expectations. Growth outlook
- Negative Sentiment: The earnings beat did not prevent a sharp selloff: reports said third-quarter sales missed expectations, raising concern about growth and overshadowing stronger EPS and guidance. Sales and stock reaction
- Negative Sentiment: Several firms cut their price targets on FOUR, including RBC ($67 to $49), Wells Fargo ($59 to $46), Susquehanna ($63 to $56), and B. Riley ($94 to $77). Their ratings remained positive or bullish, but the broad reductions suggest more cautious assumptions about upside. RBC rating
About Shift4 Payments
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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