SHIFT4 PAYMENTS ($FOUR) posted quarterly earnings results on Thursday, November 6th. The company reported earnings of $1.47 per share, beating estimates of $1.46 by $0.01. The company also reported revenue of $589,200,000, missing estimates of $1,192,372,523 by $-603,172,523.
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 12 times in the past 6 months. Of those trades, 2 have been purchases and 10 have been sales.
Here’s a breakdown of recent trading of $FOUR stock by insiders over the last 6 months:
- JARED ISAACMAN (Executive Chairman) has made 2 purchases buying 196,426 shares for an estimated $16,266,182 and 0 sales.
- NANCY DISMAN (Chief Financial Officer) has made 0 purchases and 3 sales selling 15,000 shares for an estimated $1,339,723.
- JORDAN FRANKEL (See Remarks) has made 0 purchases and 2 sales selling 5,000 shares for an estimated $472,864.
- DAVID TAYLOR LAUBER (Chief Executive Officer) has made 0 purchases and 2 sales selling 5,000 shares for an estimated $457,650.
- 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 794 shares for an estimated $71,376
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
SHIFT4 PAYMENTS Hedge Fund Activity
We have seen 247 institutional investors add shares of SHIFT4 PAYMENTS stock to their portfolio, and 235 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS GROUP AG added 1,367,995 shares (+136.5%) to their portfolio in Q2 2025, for an estimated $135,581,984
- WASATCH ADVISORS LP added 890,990 shares (+16.4%) to their portfolio in Q2 2025, for an estimated $88,306,018
- WOLF HILL CAPITAL MANAGEMENT, LP added 799,285 shares (+inf%) to their portfolio in Q2 2025, for an estimated $79,217,136
- DURABLE CAPITAL PARTNERS LP added 745,650 shares (+12.6%) to their portfolio in Q2 2025, for an estimated $73,901,371
- PERPETUAL LTD removed 695,912 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $68,971,838
- FULLER & THALER ASSET MANAGEMENT, INC. added 670,526 shares (+447017.3%) to their portfolio in Q2 2025, for an estimated $66,455,831
- CITADEL ADVISORS LLC added 636,782 shares (+309.5%) to their portfolio in Q2 2025, for an estimated $63,111,464
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 7 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- DA Davidson issued a "Buy" rating on 10/29/2025
- Oppenheimer issued a "Outperform" rating on 10/17/2025
- Raymond James issued a "Strong Buy" rating on 10/10/2025
- UBS issued a "Buy" rating on 08/06/2025
- Goldman Sachs issued a "Buy" rating on 08/06/2025
- Piper Sandler issued a "Overweight" rating on 08/06/2025
- Deutsche Bank issued a "Buy" rating on 07/17/2025
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 12 analysts offer price targets for $FOUR in the last 6 months, with a median target of $108.0.
Here are some recent targets:
- Peter Heckmann from DA Davidson set a target price of $114.0 on 10/29/2025
- Dan Dolev from Mizuho set a target price of $95.0 on 10/28/2025
- Jason Kupferberg from Wells Fargo set a target price of $82.0 on 10/22/2025
- Rayna Kumar from Oppenheimer set a target price of $112.0 on 10/17/2025
- John Davis from Raymond James set a target price of $120.0 on 10/10/2025
- James Faucette from Morgan Stanley set a target price of $86.0 on 10/03/2025
- Sanjay Sakhrani from Keefe, Bruyette & Woods set a target price of $90.0 on 10/01/2025
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.
