Jared Isaacman, the Executive Chairman of $FOUR, bought 104,705 shares of the company on 08-11-2025 for an estimated $8,754,039. This trade was reported by Quiver Quantitative using data from a recent SEC filing. This increased their holdings of this class of stock by approximately 12.5%. Following this trade, they now own 939,715 shares of this class of $FOUR stock.
$FOUR Insider Trading Activity
$FOUR insiders have traded $FOUR stock on the open market 15 times in the past 6 months. Of those trades, 2 have been purchases and 13 have been sales.
Here’s a breakdown of recent trading of $FOUR stock by insiders over the last 6 months:
- JARED ISAACMAN (Executive Chairman) has made 2 purchases buying 196,426 shares for an estimated $16,266,182 and 0 sales.
- NANCY DISMAN (Chief Financial Officer) has made 0 purchases and 5 sales selling 20,000 shares for an estimated $1,753,109.
- JORDAN FRANKEL (See Remarks) has made 0 purchases and 3 sales selling 17,500 shares for an estimated $1,577,388.
- DAVID TAYLOR LAUBER (Chief Executive Officer) has made 0 purchases and 2 sales selling 5,000 shares for an estimated $465,425.
- KAREN ROTER DAVIS sold 2,757 shares for an estimated $260,619
- SARAH GOLDSMITH-GROVER sold 1,000 shares for an estimated $94,530
- JAMES J. WHALEN (See Remarks) sold 195 shares for an estimated $18,330
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$FOUR Hedge Fund Activity
We have seen 226 institutional investors add shares of $FOUR stock to their portfolio, and 240 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP added 2,256,391 shares (+89.9%) to their portfolio in Q1 2025, for an estimated $184,369,708
- FMR LLC removed 1,636,401 shares (-71.7%) from their portfolio in Q1 2025, for an estimated $133,710,325
- CITADEL ADVISORS LLC removed 966,198 shares (-82.4%) from their portfolio in Q1 2025, for an estimated $78,948,038
- DURABLE CAPITAL PARTNERS LP added 788,952 shares (+15.4%) to their portfolio in Q1 2025, for an estimated $64,465,267
- PERPETUAL LTD removed 695,912 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $68,971,838
- BNP PARIBAS FINANCIAL MARKETS added 582,579 shares (+7719.3%) to their portfolio in Q1 2025, for an estimated $47,602,530
- UBS GROUP AG added 384,743 shares (+62.3%) to their portfolio in Q1 2025, for an estimated $31,437,350
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$FOUR Analyst Ratings
Wall Street analysts have issued reports on $FOUR in the last several months. We have seen 13 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Goldman Sachs issued a "Buy" rating on 08/06/2025
- UBS issued a "Buy" rating on 08/06/2025
- Piper Sandler issued a "Overweight" rating on 08/06/2025
- Deutsche Bank issued a "Buy" rating on 07/17/2025
- DA Davidson issued a "Buy" rating on 06/05/2025
- Susquehanna issued a "Positive" rating on 04/30/2025
- RBC Capital issued a "Outperform" rating on 04/30/2025
To track analyst ratings and price targets for $FOUR, check out Quiver Quantitative's $FOUR forecast page.
$FOUR Price Targets
Multiple analysts have issued price targets for $FOUR recently. We have seen 17 analysts offer price targets for $FOUR in the last 6 months, with a median target of $111.0.
Here are some recent targets:
- Will Nance from Goldman Sachs set a target price of $104.0 on 08/06/2025
- Clarke Jeffries from Piper Sandler set a target price of $107.0 on 08/06/2025
- Sanjay Sakhrani from Keefe, Bruyette & Woods set a target price of $100.0 on 08/06/2025
- Tim Chiodo from UBS set a target price of $115.0 on 08/06/2025
- James Faucette from Morgan Stanley set a target price of $92.0 on 08/06/2025
- John Davis from Raymond James set a target price of $140.0 on 08/01/2025
- Matthew Coad from Truist Securities set a target price of $109.0 on 07/17/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information.
