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 7,312 funds
0
Analysts bullish %
of 7 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: 69 | Existing positions closed: 61
6.76% more ownership
Funds ownership: 110.48% [Q4 2024] → 117.24% (+6.76%) [Q1 2025]
0% more funds holding
Funds holding: 433 [Q4 2024] → 433 (+0) [Q1 2025]
17% less capital invested
Capital invested by funds: $7.88B [Q4 2024] → $6.54B (-$1.34B) [Q1 2025]
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$97
4%
downside
Avg. target
$117
16%
upside
High target
$127
26%
upside
7 analyst ratings
5 positive
71%
2 neutral
29%
0 negative
0%
Keefe, Bruyette & Woods Sanjay Sakhrani | 9%upside $110 | Market Perform Maintained | 9 Jul 2025 |
DA Davidson Peter Heckmann | 23%upside $124 | Buy Maintained | 5 Jun 2025 |
Truist Securities Matthew Coad | 4%downside $97 | Hold Initiated | 2 Jun 2025 |
Susquehanna James Friedman | 24%upside $125 | Positive Maintained | 30 Apr 2025 |
Wells Fargo Andrew Bauch | 10%upside $111 | Overweight Maintained | 30 Apr 2025 |
Financial journalist opinion
Based on 11 articles about FOUR published over the past 30 days
Neutral
Zacks Investment Research
15 hours ago
PSFE or FOUR: Which Is the Better Value Stock Right Now?
Investors looking for stocks in the Financial Transaction Services sector might want to consider either Paysafe Limited (PSFE) or Shift4 Payments (FOUR). But which of these two stocks is more attractive to value investors?
Neutral
Business Wire
1 week ago
Shift4 Announces Date of Initial Preferred Stock Dividend
CENTER VALLEY, Pa.--(BUSINESS WIRE)---- $FOUR--Shift4 Payments, Inc. (“Shift4” or the “Company”) (NYSE: FOUR), announced today, in connection with the 10,000,000 shares of 6% Series A Mandatory Convertible Preferred Stock issued on May 5, 2025, that its Board of Directors has declared a dividend of $1.45 per share to be paid in cash on August 1, 2025 to holders of record as of the close of business on July 15, 2025. Subject to the terms of the Mandatory Convertible Preferred Stock, and as described furth.
Neutral
Business Wire
1 week ago
Shift4 Completes Acquisition of Global Blue
CENTER VALLEY, Pa. & SIGNY, Switzerland--(BUSINESS WIRE)--Shift4 Payments, Inc. (“Shift4”) (NYSE: FOUR), the leader in integrated payments and commerce technology, and Global Blue Group Holding AG (“Global Blue”) (NYSE: GB), the leading specialty payments and technology platform enabling tax-free shopping, dynamic currency conversion, and payments solutions to the world's largest retail brands, today announced the successful completion of the tender offer by GT Holding 1 GmbH, an indirect wholl.
Neutral
Business Wire
1 week ago
Shift4 Completes Acquisition of Global Blue
CENTER VALLEY, Pa. & SIGNY, Switzerland--(BUSINESS WIRE)--Shift4 Payments, Inc. (“Shift4”) (NYSE: FOUR), the leader in integrated payments and commerce technology, and Global Blue Group Holding AG (“Global Blue”) (NYSE: GB), the leading specialty payments and technology platform enabling tax-free shopping, dynamic currency conversion, and payments solutions to the world's largest retail brands, today announced the successful completion of the tender offer by GT Holding 1 GmbH, an indirect wholl.
Positive
Seeking Alpha
2 weeks ago
Shift4 Payments: Eyes 30% Annual Revenue Growth Through 2028 With Margin Expansion
Shift4 Payments: Eyes 30% Annual Revenue Growth Through 2028 With Margin Expansion
Neutral
Zacks Investment Research
2 weeks ago
PSFE vs. FOUR: Which Stock Is the Better Value Option?
Investors looking for stocks in the Financial Transaction Services sector might want to consider either Paysafe Limited (PSFE) or Shift4 Payments (FOUR). But which of these two stocks offers value investors a better bang for their buck right now?
Neutral
Business Wire
2 weeks ago
Shift4 Further Extends Previously Announced Tender Offer to Acquire Global Blue
CENTER VALLEY, Pa.--(BUSINESS WIRE)--Shift4 Payments, Inc. (“Shift4”) (NYSE: FOUR), announced today that it is further extending its previously announced all-cash tender offer through its indirect wholly owned subsidiary, GT Holding 1 GmbH, a Swiss limited liability company (“Merger Sub”), to purchase all of the outstanding shares of Global Blue Group Holding AG (“Global Blue”) (NYSE: GB) pursuant to the previously announced transaction agreement, dated as of February 16, 2025 between Global Bl.
Positive
Seeking Alpha
2 weeks ago
Shift4 Payments: Strong Buy On Inflection And Synergy Upside
We Initiate Shift4 Payments with Strong Buy and $216 PT, citing robust volume growth, operating leverage, and early-stage cross-sell synergies. Shift4's margin expansion is accelerating, driven by disciplined integration of acquisitions and a scalable SaaS/payments platform, supporting sustained EBITDA outperformance. Valuation disconnect presents 135% upside; current multiples discount durable growth, margin leadership, and a deep enterprise backlog not fully reflected in peer comps.
Positive
Seeking Alpha
2 weeks ago
FOUR.PR.A: Shift4 Payments' 6.00% Mandatory Convertible Preferred Stock IPO
FOUR-A is a 6% mandatory convertible preferred stock from Shift4 Payments, offering exposure that is closely tied to common stock performance. FOUR-A's dividend coverage appears robust, with annual preferred payouts representing just 15% of expected 2025 earnings, supporting payment safety. Shift4 Payments has outperformed both the S&P 500 and the digital payments sector, with strong earnings growth and bullish analyst sentiment.
Neutral
Business Wire
2 weeks ago
Shift4 to Acquire Australian Payments Leader Smartpay
CENTER VALLEY, Pa. & AUCKLAND, New Zealand--(BUSINESS WIRE)---- $FOUR--Shift4 (NYSE: FOUR), a leader in integrated payments and commerce technology, has announced it has signed a definitive agreement to acquire Smartpay (NZX:SPY, ASX:SMP), a leading independent provider of payment processing and point-of-sale solutions in Australia and New Zealand, for NZ$296.4 million (~$180m USD), or NZ$1.20 per share. This represents a 46.5% premium to 90 trading day Volume Weighted Average Price (VWAP). Smartpay sell.
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