Nancy Disman, a director at $FOUR, sold 5,000 shares of the company on 12-11-2025 for an estimated $347,500. We received data on the trade from a recent SEC filing. This was a sale of approximately 3.7% of their shares of this class of stock. Following this trade, they now own 130,420 shares of this class of $FOUR stock.
$FOUR Insider Trading Activity
$FOUR insiders have traded $FOUR stock on the open market 9 times in the past 6 months. Of those trades, 2 have been purchases and 7 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.
- DAVID TAYLOR LAUBER (Chief Executive Officer) has made 0 purchases and 3 sales selling 14,500 shares for an estimated $1,049,506.
- NANCY DISMAN has made 0 purchases and 2 sales selling 10,000 shares for an estimated $783,904.
- JAMES J. WHALEN (See Remarks) has made 0 purchases and 2 sales selling 2,232 shares for an estimated $174,193.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$FOUR Hedge Fund Activity
We have seen 220 institutional investors add shares of $FOUR stock to their portfolio, and 305 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- ALLIANCEBERNSTEIN L.P. removed 1,415,677 shares (-94.0%) from their portfolio in Q3 2025, for an estimated $109,573,399
- ENSIGN PEAK ADVISORS, INC added 1,364,658 shares (+125.1%) to their portfolio in Q3 2025, for an estimated $105,624,529
- DURABLE CAPITAL PARTNERS LP removed 1,038,959 shares (-15.6%) from their portfolio in Q3 2025, for an estimated $80,415,426
- CITADEL ADVISORS LLC removed 820,862 shares (-97.4%) from their portfolio in Q3 2025, for an estimated $63,534,718
- WOLF HILL CAPITAL MANAGEMENT, LP removed 788,852 shares (-98.7%) from their portfolio in Q3 2025, for an estimated $61,057,144
- MARSHALL WACE, LLP added 771,007 shares (+1128.5%) to their portfolio in Q3 2025, for an estimated $59,675,941
- PERPETUAL LTD removed 695,912 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $68,971,838
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$FOUR Revenue
$FOUR had revenues of $1.2B in Q3 2025. This is an increase of 29.44% from the same period in the prior year.
You can track FOUR financials on Quiver Quantitative's FOUR stock page.
$FOUR Analyst Ratings
Wall Street analysts have issued reports on $FOUR in the last several months. We have seen 11 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Freedom Capital Markets issued a "Buy" rating on 12/11/2025
- DA Davidson issued a "Buy" rating on 11/12/2025
- Benchmark issued a "Buy" rating on 11/10/2025
- Susquehanna issued a "Positive" rating on 11/07/2025
- RBC Capital issued a "Outperform" rating on 11/07/2025
- Goldman Sachs issued a "Buy" rating on 11/07/2025
- UBS issued a "Buy" rating on 11/07/2025
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 16 analysts offer price targets for $FOUR in the last 6 months, with a median target of $98.0.
Here are some recent targets:
- Lemar Clarke from Freedom Capital Markets set a target price of $80.0 on 12/11/2025
- Matthew Coad from Truist Securities set a target price of $74.0 on 11/19/2025
- Peter Heckmann from DA Davidson set a target price of $104.0 on 11/12/2025
- Sanjay Sakhrani from Keefe, Bruyette & Woods set a target price of $75.0 on 11/10/2025
- Mark Palmer from Benchmark set a target price of $100.0 on 11/10/2025
- James Friedman from Susquehanna set a target price of $115.0 on 11/07/2025
- Daniel R. Perlin from RBC Capital set a target price of $96.0 on 11/07/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information.
