SHIFT4 PAYMENTS ($FOUR) posted quarterly earnings results for Q2 2026 on Thursday, August 6th. The company reported earnings of $1.32 per share, beating estimates of $1.28 by $0.04. The company also reported revenue of $624,000,000, missing estimates of $1,264,735,403 by $-640,735,403.
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, 6 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 6 purchases buying 774,257 shares for an estimated $33,609,189 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 162 institutional investors add shares of SHIFT4 PAYMENTS stock to their portfolio, and 233 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- WASATCH ADVISORS LP removed 2,037,047 shares (-48.4%) from their portfolio in Q2 2026, for an estimated $99,081,966
- SHAWSPRING PARTNERS LLC removed 1,148,861 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $50,239,691
- DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP added 1,004,784 shares (+18.0%) to their portfolio in Q1 2026, for an estimated $43,939,204
- JENNISON ASSOCIATES LLC removed 925,232 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $40,460,395
- BANK OF MONTREAL /CAN/ removed 846,136 shares (-97.0%) from their portfolio in Q1 2026, for an estimated $37,001,527
- PRIVATE MANAGEMENT GROUP INC added 735,225 shares (+inf%) to their portfolio in Q2 2026, for an estimated $35,761,344
- FMR LLC added 732,911 shares (+473.8%) to their portfolio in Q1 2026, for an estimated $32,050,198
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 Analyst Ratings
Wall Street analysts have issued reports on $FOUR in the last several months. We have seen 1 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 05/07/2026
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 12 analysts offer price targets for $FOUR in the last 6 months, with a median target of $55.0.
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
- Sanjay Sakhrani from Keefe, Bruyette & Woods set a target price of $52.0 on 05/08/2026
- Daniel R. Perlin from RBC Capital set a target price of $65.0 on 05/08/2026
- Andrew Harte from BTIG set a target price of $70.0 on 05/07/2026
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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