SHIFT4 PAYMENTS ($FOUR) posted quarterly earnings results on Tuesday, August 5th. The company reported earnings of $1.10 per share, missing estimates of $1.22 by $0.12. The company also reported revenue of $413,400,000, missing estimates of $996,766,950 by $-583,366,950.
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 13 times in the past 6 months. Of those trades, 0 have been purchases and 13 have been sales.
Here’s a breakdown of recent trading of $FOUR stock by insiders over the last 6 months:
- NANCY DISMAN (Chief Financial Officer) has made 0 purchases and 5 sales selling 20,000 shares for an estimated $1,753,109.
- JORDAN FRANKEL (See Remarks) has made 0 purchases and 3 sales selling 17,500 shares for an estimated $1,577,388.
- DAVID TAYLOR LAUBER (Chief Executive Officer) has made 0 purchases and 2 sales selling 5,000 shares for an estimated $465,425.
- KAREN ROTER DAVIS sold 2,757 shares for an estimated $260,619
- SARAH GOLDSMITH-GROVER sold 1,000 shares for an estimated $94,530
- JAMES J. WHALEN (See Remarks) sold 195 shares for an estimated $18,330
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
SHIFT4 PAYMENTS Hedge Fund Activity
We have seen 229 institutional investors add shares of SHIFT4 PAYMENTS stock to their portfolio, and 229 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP added 2,256,391 shares (+89.9%) to their portfolio in Q1 2025, for an estimated $184,369,708
- FMR LLC removed 1,636,401 shares (-71.7%) from their portfolio in Q1 2025, for an estimated $133,710,325
- CITADEL ADVISORS LLC removed 966,198 shares (-82.4%) from their portfolio in Q1 2025, for an estimated $78,948,038
- DURABLE CAPITAL PARTNERS LP added 788,952 shares (+15.4%) to their portfolio in Q1 2025, for an estimated $64,465,267
- PERPETUAL LTD removed 695,912 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $68,971,838
- BNP PARIBAS FINANCIAL MARKETS added 582,579 shares (+7719.3%) to their portfolio in Q1 2025, for an estimated $47,602,530
- UBS GROUP AG added 384,743 shares (+62.3%) to their portfolio in Q1 2025, for an estimated $31,437,350
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 12 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Deutsche Bank issued a "Buy" rating on 07/17/2025
- DA Davidson issued a "Buy" rating on 06/05/2025
- RBC Capital issued a "Outperform" rating on 04/30/2025
- Wells Fargo issued a "Overweight" rating on 04/30/2025
- Susquehanna issued a "Positive" rating on 04/30/2025
- UBS issued a "Buy" rating on 04/30/2025
- Piper Sandler issued a "Overweight" rating on 04/10/2025
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 $116.5.
Here are some recent targets:
- John Davis from Raymond James set a target price of $140.0 on 08/01/2025
- Nate Svensson from Deutsche Bank set a target price of $120.0 on 07/17/2025
- Matthew Coad from Truist Securities set a target price of $109.0 on 07/17/2025
- Sanjay Sakhrani from Keefe, Bruyette & Woods set a target price of $110.0 on 07/09/2025
- Peter Heckmann from DA Davidson set a target price of $124.0 on 06/05/2025
- Tim Chiodo from UBS set a target price of $125.0 on 04/30/2025
- Daniel Perlin from RBC Capital set a target price of $127.0 on 04/30/2025
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.
