Hunter Associates Investment Management LLC Buys 15,607 Shares of Shift4 Payments, Inc. $FOUR

Hunter Associates Investment Management LLC lifted its stake in shares of Shift4 Payments, Inc. (NYSE:FOUR) by 15.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 113,644 shares of the company’s stock after acquiring an additional 15,607 shares during the quarter. Shift4 Payments makes up 1.0% of Hunter Associates Investment Management LLC’s holdings, making the stock its 23rd biggest holding. Hunter Associates Investment Management LLC owned about 0.13% of Shift4 Payments worth $7,154,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds also recently made changes to their positions in the company. Advisors Asset Management Inc. raised its position in shares of Shift4 Payments by 100.0% during the first quarter. Advisors Asset Management Inc. now owns 434 shares of the company’s stock worth $35,000 after acquiring an additional 217 shares during the last quarter. Hantz Financial Services Inc. raised its position in shares of Shift4 Payments by 148.1% during the third quarter. Hantz Financial Services Inc. now owns 526 shares of the company’s stock worth $41,000 after acquiring an additional 314 shares during the last quarter. Vestcor Inc bought a new position in shares of Shift4 Payments during the third quarter worth about $45,000. Johnson Financial Group Inc. raised its position in shares of Shift4 Payments by 282.2% during the third quarter. Johnson Financial Group Inc. now owns 646 shares of the company’s stock worth $50,000 after acquiring an additional 477 shares during the last quarter. Finally, Blue Trust Inc. raised its position in shares of Shift4 Payments by 5,423.1% during the third quarter. Blue Trust Inc. now owns 718 shares of the company’s stock worth $56,000 after acquiring an additional 705 shares during the last quarter. 98.87% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

Several equities research analysts recently commented on FOUR shares. Wells Fargo & Company decreased their target price on Shift4 Payments from $77.00 to $55.00 and set an “equal weight” rating for the company in a research note on Friday, February 27th. Keefe, Bruyette & Woods decreased their target price on Shift4 Payments from $72.00 to $60.00 and set a “market perform” rating for the company in a research note on Friday, February 27th. Susquehanna decreased their target price on Shift4 Payments from $115.00 to $101.00 and set a “positive” rating for the company in a research note on Thursday, January 8th. Deutsche Bank Aktiengesellschaft cut Shift4 Payments from a “buy” rating to a “hold” rating and decreased their target price for the stock from $100.00 to $65.00 in a research note on Thursday, January 15th. Finally, Loop Capital set a $80.00 target price on Shift4 Payments in a research note on Thursday, December 11th. Twelve equities research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $78.22.

Shift4 Payments Trading Down 4.8%

Shares of Shift4 Payments stock opened at $40.23 on Wednesday. The company has a debt-to-equity ratio of 4.66, a quick ratio of 1.66 and a current ratio of 1.66. Shift4 Payments, Inc. has a 52 week low of $40.19 and a 52 week high of $108.50. The stock has a 50 day moving average price of $50.58 and a two-hundred day moving average price of $63.26. The stock has a market capitalization of $3.27 billion, a PE ratio of 38.31, a price-to-earnings-growth ratio of 0.44 and a beta of 1.60.

Shift4 Payments (NYSE:FOUR) last announced its quarterly earnings data on Thursday, February 26th. The company reported $1.60 EPS for the quarter, beating analysts’ consensus estimates of $1.56 by $0.04. The firm had revenue of $610.00 million during the quarter, compared to analysts’ expectations of $1.20 billion. Shift4 Payments had a return on equity of 39.27% and a net margin of 2.84%.The company’s revenue for the quarter was up 50.6% compared to the same quarter last year. During the same quarter last year, the firm posted $1.35 earnings per share. Shift4 Payments has set its FY 2026 guidance at 5.500-5.700 EPS. As a group, equities analysts anticipate that Shift4 Payments, Inc. will post 3.7 earnings per share for the current fiscal year.

Insider Activity

In related news, major shareholder Jared Isaacman bought 159,244 shares of the business’s stock in a transaction that occurred on Friday, February 27th. The shares were bought at an average price of $44.15 per share, with a total value of $7,030,622.60. Following the completion of the transaction, the insider directly owned 1,321,207 shares in the company, valued at approximately $58,331,289.05. This represents a 13.70% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Insiders purchased a total of 385,757 shares of company stock worth $17,666,153 over the last 90 days. 25.15% of the stock is owned by insiders.

Shift4 Payments Profile

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.