SHIFT4 PAYMENTS ($FOUR) posted quarterly earnings results for Q1 2026 on Thursday, May 7th. The company reported earnings of $0.97 per share, missing estimates of $0.98 by $0.01. The company also reported revenue of $549,000,000, missing estimates of $1,108,950,803 by $-559,950,803.
You can see Quiver Quantitative's $FOUR stock page to track data on insider trading, hedge fund activity, congressional trading, and more.
SHIFT4 PAYMENTS Insider Trading Activity
SHIFT4 PAYMENTS insiders have traded $FOUR stock on the open market 8 times in the past 6 months. Of those trades, 4 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $FOUR stock by insiders over the last 6 months:
- JARED ISAACMAN has made 4 purchases buying 385,757 shares for an estimated $17,666,087 and 0 sales.
- DAVID TAYLOR LAUBER (Chief Executive Officer) has made 0 purchases and 2 sales selling 12,000 shares for an estimated $828,031.
- NANCY DISMAN sold 5,000 shares for an estimated $347,500
- JAMES J. WHALEN (See Remarks) sold 1,438 shares for an estimated $102,817
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.
SHIFT4 PAYMENTS Hedge Fund Activity
We have seen 193 institutional investors add shares of SHIFT4 PAYMENTS stock to their portfolio, and 288 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- WASATCH ADVISORS LP removed 2,572,681 shares (-38.0%) from their portfolio in Q1 2026, for an estimated $112,503,340
- MORGAN STANLEY removed 1,198,818 shares (-52.1%) from their portfolio in Q4 2025, for an estimated $75,489,569
- CIBC PRIVATE WEALTH GROUP LLC removed 999,906 shares (-99.7%) from their portfolio in Q4 2025, for an estimated $62,964,080
- DURABLE CAPITAL PARTNERS LP added 980,485 shares (+17.4%) to their portfolio in Q4 2025, for an estimated $61,741,140
- JENNISON ASSOCIATES LLC removed 925,232 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $40,460,395
- BOSTON PARTNERS removed 894,113 shares (-99.0%) from their portfolio in Q4 2025, for an estimated $56,302,295
- BANK OF MONTREAL /CAN/ added 844,746 shares (+3048.9%) to their portfolio in Q4 2025, for an estimated $53,193,655
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.
SHIFT4 PAYMENTS Analyst Ratings
Wall Street analysts have issued reports on $FOUR in the last several months. We have seen 4 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- BTIG issued a "Buy" rating on 02/26/2026
- 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
To track analyst ratings and price targets for SHIFT4 PAYMENTS, check out Quiver Quantitative's $FOUR forecast page.
SHIFT4 PAYMENTS 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 $68.5.
Here are some recent targets:
- Andrew Bauch from BMO Capital set a target price of $50.0 on 04/22/2026
- Adam Frisch from Evercore ISI Group set a target price of $50.0 on 04/21/2026
- John Davis from Raymond James set a target price of $67.0 on 03/26/2026
- Andrew Harte from BTIG set a target price of $70.0 on 03/05/2026
- Will Nance from Goldman Sachs set a target price of $56.0 on 03/02/2026
- Peter Heckmann from DA Davidson set a target price of $82.0 on 03/02/2026
- Mark Palmer from Benchmark set a target price of $67.0 on 03/02/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
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