Shift4FOUR
FOUR
About: Shift4 Payments Inc is provider of integrated payment processing and technology solutions. The company offers software providers a single integration to an end-to-end payments offering, a powerful gateway and a robust suite of technology solutions (including cloud enablement, business intelligence, analytics, and mobile) to enhance the value of their software suites and simplify payment acceptance. The company derives maximum revenue from United States.
Employees: 4,000
0
Funds holding %
of 7,345 funds
0
Analysts bullish %
of 9 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
129% more call options, than puts
Call options by funds: $160M | Put options by funds: $70.2M
23% more repeat investments, than reductions
Existing positions increased: 175 | Existing positions reduced: 142
23% more funds holding in top 10
Funds holding in top 10: 13 [Q4 2024] → 16 (+3) [Q1 2025]
13% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 62
6.77% more ownership
Funds ownership: 110.48% [Q4 2024] → 117.24% (+6.77%) [Q1 2025]
0% more funds holding
Funds holding: 433 [Q4 2024] → 434 (+1) [Q1 2025]
17% less capital invested
Capital invested by funds: $7.88B [Q4 2024] → $6.54B (-$1.34B) [Q1 2025]
Research analyst outlook
9 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$92
2%
upside
Avg. target
$112
25%
upside
High target
$140
55%
upside
9 analyst ratings
6 positive
67%
3 neutral
33%
0 negative
0%
Morgan Stanley James Faucette | 2%upside $92 | Equal-Weight Maintained | 6 Aug 2025 |
UBS Tim Chiodo | 28%upside $115 | Buy Maintained | 6 Aug 2025 |
Goldman Sachs Will Nance | 15%upside $104 | Buy Reinstated | 6 Aug 2025 |
Keefe, Bruyette & Woods Sanjay Sakhrani | 11%upside $100 | Market Perform Maintained | 6 Aug 2025 |
Piper Sandler Clarke Jeffries | 19%upside $107 | Overweight Maintained | 6 Aug 2025 |
Financial journalist opinion
Based on 13 articles about FOUR published over the past 30 days
Neutral
Zacks Investment Research
3 days ago
PAGS or FOUR: Which Is the Better Value Stock Right Now?
Investors interested in stocks from the Financial Transaction Services sector have probably already heard of PagSeguro Digital Ltd. (PAGS) and Shift4 Payments (FOUR).
Neutral
Business Wire
4 days ago
Blue Origin Spaceflights Aboard New Shepard Can Now Be Purchased With Crypto and Stablecoins Through Shift4
CENTER VALLEY, Pa. & KENT, Wash.--(BUSINESS WIRE)--Shift4 Payments, Inc. (“Shift4”) (NYSE: FOUR), the leader in integrated payments and commerce technology, and Blue Origin, the pioneering space exploration company, are working together to enable customers to pay in cryptocurrency and stablecoins for trips to space. Starting today and powered by Shift4's seamless payments technology, consumers can pay with popular cryptocurrencies and stablecoins like Bitcoin, Ethereum, Solana, USDT and USDC fo.
Positive
Seeking Alpha
4 days ago
Shift4 Payments: Keep Buying The Dip And Do Not Look Back
Shift4 Payments delivered record payment volumes and revenue, raising FY 2025 guidance and demonstrating robust growth in core business metrics. Recent share issuance and debt increase for the Global Blue acquisition caused short-term concerns, but free cash flow remains strong and acquisition synergies are promising. Despite a dip in net income and rising interest expenses, management expects Global Blue to accelerate growth and expand Shift4's market reach.
Neutral
Business Wire
6 days ago
Shift4 Announces Upcoming Investor Conference Participation
CENTER VALLEY, Pa.--(BUSINESS WIRE)--Shift4 (NYSE: FOUR), the leader in integrated payments and commerce technology, has announced today that management will participate in the following investor conferences: August 12, 2025 – Management will participate in a fireside chat at the virtual 2025 Susquehanna Get Carded Conference beginning at 12:00PM ET. Management will also be available for one-on-one and small group meetings. September 10, 2025 – Management will participate in a fireside chat at.
Neutral
Seeking Alpha
1 week ago
Shift4 Payments, Inc. (FOUR) Q2 2025 Earnings Call Transcript
Shift4 Payments, Inc. (NYSE:FOUR ) Q2 2025 Earnings Conference Call August 5, 2025 8:30 AM ET Company Participants David Taylor Lauber - President, CEO, Principal Executive Officer & Director Nancy J. Disman - Chief Financial Officer Thomas Craig McCrohan - Executive Vice President of Investor Relations Conference Call Participants Dan Dolev - Mizuho Securities USA LLC, Research Division Daniel Rock Perlin - RBC Capital Markets, Research Division Darrin David Peller - Wolfe Research, LLC Dominic Ball - Unidentified Company John Kimbrough Davis - Raymond James & Associates, Inc., Research Division Rayna Kumar - Oppenheimer & Co. Inc., Research Division Sanjay Harkishin Sakhrani - Keefe, Bruyette, & Woods, Inc., Research Division Timothy Edward Chiodo - UBS Investment Bank, Research Division William Alfred Nance - Goldman Sachs Group, Inc., Research Division a division of S&P - Unidentified Company Operator Greetings.
Positive
Zacks Investment Research
1 week ago
Shift4 Payments (FOUR) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates
The headline numbers for Shift4 Payments (FOUR) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Negative
Zacks Investment Research
1 week ago
Shift4 Payments (FOUR) Misses Q2 Earnings Estimates
Shift4 Payments (FOUR) came out with quarterly earnings of $1.1 per share, missing the Zacks Consensus Estimate of $1.2 per share. This compares to earnings of $0.96 per share a year ago.
Negative
Investors Business Daily
1 week ago
Shift4 Stock Dives On Q2 Earnings, Payment Volume Miss
Shift4 stock tumbled after the company reported Q2 earnings that missed estimates while revenue edged by Wall Street targets.
Neutral
Business Wire
1 week ago
Shift4 Announces Second Quarter 2025 Results
CENTER VALLEY, Pa.--(BUSINESS WIRE)--Shift4 (NYSE: FOUR), the leader in integrated payments and commerce technology, has posted its second quarter 2025 financial results as part of its Q2 2025 Shareholder Letter, which can be viewed here or by navigating to the Financials section of its Investor Relations website at https://investors.shift4.com. Earnings Conference Call Management will host a conference call today, August 5th, 2025, at 8:30 a.m. ET to discuss the results. Conference Call Detail.
Neutral
Zacks Investment Research
1 week ago
Stay Ahead of the Game With Shift4 Payments (FOUR) Q2 Earnings: Wall Street's Insights on Key Metrics
Evaluate the expected performance of Shift4 Payments (FOUR) for the quarter ended June 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
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