SHIFT4 PAYMENTS ($FOUR) posted quarterly earnings results for Q4 2025 on Thursday, February 26th. The company reported earnings of $1.60 per share, missing estimates of $1.63 by $0.03. The company also reported revenue of $610,000,000, missing estimates of $1,222,978,204 by $-612,978,204.
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 6 times in the past 6 months. Of those trades, 0 have been purchases and 6 have been sales.
Here’s a breakdown of recent trading of $FOUR stock by insiders over the last 6 months:
- 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) sold 1,438 shares for an estimated $102,817
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
SHIFT4 PAYMENTS Hedge Fund Activity
We have seen 199 institutional investors add shares of SHIFT4 PAYMENTS stock to their portfolio, and 340 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- MORGAN STANLEY removed 1,198,818 shares (-52.1%) from their portfolio in Q4 2025, for an estimated $75,489,569
- JENNISON ASSOCIATES LLC removed 1,130,824 shares (-55.0%) from their portfolio in Q4 2025, for an estimated $71,207,987
- 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
- 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
- NORGES BANK added 820,000 shares (+inf%) to their portfolio in Q4 2025, for an estimated $51,635,400
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
SHIFT4 PAYMENTS Analyst Ratings
Wall Street analysts have issued reports on $FOUR in the last several months. We have seen 9 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
- UBS issued a "Buy" rating on 11/07/2025
- Goldman Sachs issued a "Buy" rating on 11/07/2025
- RBC Capital issued a "Outperform" rating on 11/07/2025
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 17 analysts offer price targets for $FOUR in the last 6 months, with a median target of $90.0.
Here are some recent targets:
- Andrew Harte from BTIG set a target price of $105.0 on 02/19/2026
- Nate Svensson from Deutsche Bank set a target price of $65.0 on 01/16/2026
- Jeff Cantwell from Seaport Global set a target price of $89.0 on 01/14/2026
- Rayna Kumar from Oppenheimer set a target price of $98.0 on 01/12/2026
- James Friedman from Susquehanna set a target price of $101.0 on 01/08/2026
- Sanjay Sakhrani from Keefe, Bruyette & Woods set a target price of $72.0 on 01/02/2026
- Dan Dolev from Mizuho set a target price of $90.0 on 12/22/2025
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.
