Shift4 Payments (FOUR) Projected to Post Quarterly Earnings on Thursday

Shift4 Payments (NYSE:FOUR) is projected to issue its Q4 2025 results before the market opens on Thursday, February 26th. Analysts expect the company to announce earnings of $1.56 per share and revenue of $1.2043 billion for the quarter. Individuals may review the information on the company’s upcoming Q4 2025 earning report for the latest details on the call scheduled for Thursday, February 26, 2026 at 8:30 AM ET.

Shift4 Payments Trading Down 1.8%

Shift4 Payments stock opened at $57.43 on Tuesday. The firm has a 50 day moving average of $62.12 and a 200 day moving average of $72.45. The firm has a market capitalization of $5.09 billion, a price-to-earnings ratio of 26.96, a P/E/G ratio of 0.50 and a beta of 1.63. Shift4 Payments has a 12-month low of $52.65 and a 12-month high of $108.50. The company has a current ratio of 1.38, a quick ratio of 1.38 and a debt-to-equity ratio of 3.27.

Insiders Place Their Bets

In other news, CEO David Taylor Lauber sold 12,000 shares of the business’s stock in a transaction dated Thursday, December 11th. The shares were sold at an average price of $69.00, for a total value of $828,000.00. Following the sale, the chief executive officer directly owned 273,588 shares in the company, valued at $18,877,572. The trade was a 4.20% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, Director Nancy Disman sold 5,000 shares of the stock in a transaction dated Thursday, December 11th. The shares were sold at an average price of $69.50, for a total transaction of $347,500.00. Following the completion of the transaction, the director directly owned 130,420 shares of the company’s stock, valued at approximately $9,064,190. The trade was a 3.69% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 25.15% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On Shift4 Payments

Several hedge funds have recently added to or reduced their stakes in FOUR. Wasatch Advisors LP lifted its stake in Shift4 Payments by 10.1% in the fourth quarter. Wasatch Advisors LP now owns 6,778,925 shares of the company’s stock worth $426,869,000 after purchasing an additional 621,797 shares during the last quarter. Durable Capital Partners LP raised its holdings in shares of Shift4 Payments by 12.6% in the second quarter. Durable Capital Partners LP now owns 6,665,443 shares of the company’s stock worth $660,612,000 after buying an additional 745,650 shares during the period. Darlington Partners Capital Management LP raised its holdings in shares of Shift4 Payments by 2.1% in the third quarter. Darlington Partners Capital Management LP now owns 5,071,725 shares of the company’s stock worth $392,552,000 after buying an additional 105,320 shares during the period. Ensign Peak Advisors Inc lifted its stake in shares of Shift4 Payments by 7.7% during the 4th quarter. Ensign Peak Advisors Inc now owns 2,643,829 shares of the company’s stock worth $166,482,000 after acquiring an additional 188,594 shares during the last quarter. Finally, Spyglass Capital Management LLC boosted its holdings in Shift4 Payments by 36.7% during the 4th quarter. Spyglass Capital Management LLC now owns 1,697,920 shares of the company’s stock valued at $106,918,000 after acquiring an additional 455,707 shares during the period. 98.87% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

FOUR has been the topic of a number of analyst reports. Keefe, Bruyette & Woods lowered their target price on shares of Shift4 Payments from $84.00 to $72.00 and set a “market perform” rating on the stock in a research note on Friday, January 2nd. The Goldman Sachs Group decreased their price target on Shift4 Payments from $95.00 to $83.00 and set a “buy” rating on the stock in a report on Friday, November 7th. Weiss Ratings restated a “hold (c)” rating on shares of Shift4 Payments in a research report on Monday, December 29th. Deutsche Bank Aktiengesellschaft cut Shift4 Payments from a “buy” rating to a “hold” rating and cut their target price for the stock from $100.00 to $65.00 in a research report on Thursday, January 15th. Finally, UBS Group lowered their price target on Shift4 Payments from $115.00 to $100.00 and set a “buy” rating on the stock in a report on Friday, November 7th. One analyst has rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and seven have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $90.26.

About Shift4 Payments

Shift4 Payments is a U.S.-based provider of integrated payment processing and technology solutions, serving merchants across the hospitality, retail, e-commerce, gaming and lodging industries. The company’s platform enables businesses to accept in-store, online and mobile payments through a combination of point-of-sale hardware, payment gateway services and back-office software. By centralizing transaction processing and reporting, Shift4 aims to simplify payments, enhance security and streamline operations for its merchant customers.

The company’s core offerings include encrypted point-of-sale terminals, cloud-based payment gateways, and developer-friendly APIs for online and mobile checkouts.