Insider Selling Sparks Debate: Recent discussions on social media about Shift4 Payments have centered on a director's sale of shares worth over $347,000. Many users expressed concern that this could signal a lack of confidence in the company's future, while others argued it might simply be personal financial planning. The topic has generated notable attention, reflecting mixed views on the stock's stability.
Analyst Optimism and Buybacks: Another focal point online is a recent analyst upgrade, with some highlighting a buy rating and a price target significantly above the current level. Posts also mention the company's share repurchase program as a positive sign of management’s belief in future growth. This has fueled a sense of cautious hope among participants in the conversation.
Note: This discussion summary was generated from an AI condensation of post data.
Shift4 Payments Insider Trading Activity
Shift4 Payments insiders have traded $FOUR stock on the open market 9 times in the past 6 months. Of those trades, 2 have been purchases and 7 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.
- 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) has made 0 purchases and 2 sales selling 2,232 shares for an estimated $174,193.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Shift4 Payments Revenue
Shift4 Payments had revenues of $1.2B in Q3 2025. This is an increase of 29.44% from the same period in the prior year.
You can track FOUR financials on Quiver Quantitative's FOUR stock page.
Shift4 Payments Hedge Fund Activity
We have seen 220 institutional investors add shares of Shift4 Payments stock to their portfolio, and 305 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- ALLIANCEBERNSTEIN L.P. removed 1,415,677 shares (-94.0%) from their portfolio in Q3 2025, for an estimated $109,573,399
- ENSIGN PEAK ADVISORS, INC added 1,364,658 shares (+125.1%) to their portfolio in Q3 2025, for an estimated $105,624,529
- DURABLE CAPITAL PARTNERS LP removed 1,038,959 shares (-15.6%) from their portfolio in Q3 2025, for an estimated $80,415,426
- CITADEL ADVISORS LLC removed 820,862 shares (-97.4%) from their portfolio in Q3 2025, for an estimated $63,534,718
- WOLF HILL CAPITAL MANAGEMENT, LP removed 788,852 shares (-98.7%) from their portfolio in Q3 2025, for an estimated $61,057,144
- MARSHALL WACE, LLP added 771,007 shares (+1128.5%) to their portfolio in Q3 2025, for an estimated $59,675,941
- PERPETUAL LTD removed 695,912 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $68,971,838
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 11 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
- RBC Capital issued a "Outperform" rating on 11/07/2025
- Susquehanna issued a "Positive" rating on 11/07/2025
- Goldman Sachs issued a "Buy" rating on 11/07/2025
- UBS issued a "Buy" 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 16 analysts offer price targets for $FOUR in the last 6 months, with a median target of $98.0.
Here are some recent targets:
- Lemar Clarke from Freedom Capital Markets set a target price of $80.0 on 12/11/2025
- Matthew Coad from Truist Securities set a target price of $74.0 on 11/19/2025
- Peter Heckmann from DA Davidson set a target price of $104.0 on 11/12/2025
- Mark Palmer from Benchmark set a target price of $100.0 on 11/10/2025
- Sanjay Sakhrani from Keefe, Bruyette & Woods set a target price of $75.0 on 11/10/2025
- Will Nance from Goldman Sachs set a target price of $83.0 on 11/07/2025
- Daniel R. Perlin from RBC Capital set a target price of $96.0 on 11/07/2025
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.
