SHIFT4 PAYMENTS ($FOUR) posted quarterly earnings results for Q3 2026 on Thursday, November 5th. The company reported earnings of $1.49 per share, beating estimates of $1.40 by $0.09. The company also reported revenue of $648,000,000, missing estimates of $1,359,773,332 by $-711,773,332.
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 2 times in the past 6 months. Of those trades, 2 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $FOUR stock by insiders over the last 6 months:
- JARED ISAACMAN has made 2 purchases buying 388,500 shares for an estimated $15,943,101 and 0 sales.
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 insider transaction endpoint.
SHIFT4 PAYMENTS Hedge Fund Activity
We have seen 173 institutional investors add shares of SHIFT4 PAYMENTS stock to their portfolio, and 217 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- WASATCH ADVISORS LP removed 2,169,197 shares (-100.0%) from their portfolio in Q3 2026, for an estimated $78,459,855
- DURABLE CAPITAL PARTNERS LP removed 1,742,160 shares (-28.3%) from their portfolio in Q2 2026, for an estimated $84,738,662
- UBS GROUP AG removed 1,115,202 shares (-51.8%) from their portfolio in Q2 2026, for an estimated $54,243,425
- PORTOLAN CAPITAL MANAGEMENT, LLC added 899,832 shares (+419.9%) to their portfolio in Q2 2026, for an estimated $43,767,828
- BLACKROCK, INC. removed 869,069 shares (-13.5%) from their portfolio in Q2 2026, for an estimated $42,271,516
- FMR LLC added 805,905 shares (+90.8%) to their portfolio in Q2 2026, for an estimated $39,199,219
- POINT72 ASSET MANAGEMENT, L.P. added 746,913 shares (+175.9%) to their portfolio in Q2 2026, for an estimated $36,329,848
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 13F endpoint.
SHIFT4 PAYMENTS Price Targets
Multiple analysts have issued price targets for $FOUR recently. We have seen 4 analysts offer price targets for $FOUR in the last 6 months, with a median target of $50.5.
Here are some recent targets:
- Will Nance from Goldman Sachs set a target price of $55.0 on 07/09/2026
- Dominick Gabriele from Loop Capital set a target price of $40.0 on 06/25/2026
- Matthew Coad from Truist Securities set a target price of $46.0 on 05/27/2026
- Peter Heckmann from DA Davidson set a target price of $74.0 on 05/12/2026
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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