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 7,296 funds
0
Analysts bullish %
of 12 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
12 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$80
10%
downside
Avg. target
$112
27%
upside
High target
$130
47%
upside
12 analyst ratings
9 positive
75%
3 neutral
25%
0 negative
0%
DA Davidson Peter Heckmann | 40%upside $124 | Buy Maintained | 5 Jun 2025 |
Truist Securities Matthew Coad | 9%upside $97 | Hold Initiated | 2 Jun 2025 |
Susquehanna James Friedman | 41%upside $125 | Positive Maintained | 30 Apr 2025 |
Wells Fargo Andrew Bauch | 25%upside $111 | Overweight Maintained | 30 Apr 2025 |
RBC Capital Daniel Perlin | 43%upside $127 | Outperform Maintained | 30 Apr 2025 |
Financial journalist opinion
Based on 12 articles about FOUR published over the past 30 days
Neutral
Business Wire
5 days ago
Shift4 Named to the Fortune 1000® List for 2025
CENTER VALLEY, Pa.--(BUSINESS WIRE)---- $FOUR--Shift4 (NYSE: FOUR), the leader in integrated payments and commerce technology, has been named to the prestigious Fortune 1000® list for 2025. The list, published annually by Fortune® magazine, recognizes the largest public companies in the US by revenue. This is the second consecutive year that Shift4 has been named to the Fortune 1000® list. “It's an honor to receive this recognition for the second year in a row,” states Shift4 CEO Taylor Lauber. “This acc.
Positive
Zacks Investment Research
5 days ago
PSFE or FOUR: Which Is the Better Value Stock Right Now?
Investors interested in Financial Transaction Services stocks are likely familiar with Paysafe Limited (PSFE) and Shift4 Payments (FOUR). But which of these two stocks presents investors with the better value opportunity right now?
Neutral
Business Wire
1 week ago
Shift4 Announces Upcoming Investor Conference Participation
CENTER VALLEY, Pa.--(BUSINESS WIRE)---- $FOUR--Shift4 (NYSE: FOUR), the leader in integrated payments and commerce technology, has announced today that management will participate in the following investor conference: June 10, 2025 – Management will participate in a fireside chat at the 2025 RBC Financial Technology Conference beginning at 10:40AM ET in New York, NY. Management will also be available for one-on-one and small group meetings. The fireside chat will be webcasted live and interested parties.
Neutral
Business Wire
1 week ago
Shift4 Further Extends Previously Announced Tender Offer to Acquire Global Blue
CENTER VALLEY, Pa.--(BUSINESS WIRE)---- $FOUR--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.
Neutral
CNBC
1 week ago
After Trump pulled NASA nomination, Musk ally Jared Isaacman says stint in politics was 'thrilling'
Shift4 founder Jared Isaacman, who had been President Donald Trump's pick to run NASA, told investors in a letter on Wednesday that he's giving up his CEO role. Trump withdrew Isaacman's nomination over the weekend "after a thorough review of prior associations," according to a post on Truth Social.
Positive
Seeking Alpha
1 week ago
The Preferred Stock IPO Market 'Unfroze' In May
Summarized key new preferred stock and exchange traded debt offerings, highlighting dividend rates, conversion terms, and credit ratings for each issue. Explained how retail investors can access newly issued preferred shares at wholesale prices via OTC trading before permanent exchange listing. Discussed the challenges of non-standardized preferred stock trading symbols across brokers and provided resources for cross-referencing.
Positive
Zacks Investment Research
2 weeks ago
Top Mobile Payments Stocks to Add to Your Portfolio Right Now
Mobile payments surge as GDOT, MQ, VYX and FOUR roll out innovations to boost volume, streamline checkout, and expand global reach.
Neutral
Zacks Investment Research
3 weeks ago
PSFE vs. FOUR: Which Stock Is the Better Value Option?
Investors with an interest in Financial Transaction Services stocks have likely encountered both Paysafe Limited (PSFE) and Shift4 Payments (FOUR). But which of these two stocks offers value investors a better bang for their buck right now?
Positive
Zacks Investment Research
3 weeks ago
Here is Why Growth Investors Should Buy Shift4 Payments (FOUR) Now
Shift4 Payments (FOUR) possesses solid growth attributes, which could help it handily outperform the market.
Positive
Zacks Investment Research
3 weeks ago
Wall Street Analysts Think Shift4 Payments (FOUR) Could Surge 27.22%: Read This Before Placing a Bet
The average of price targets set by Wall Street analysts indicates a potential upside of 27.2% in Shift4 Payments (FOUR). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.
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