Shift4 Payments (NYSE:FOUR) Stock Price Target Lowered at Susquehanna

Shift4 Payments (NYSE:FOUR) had its price target reduced by Susquehanna from $63.00 to $56.00 in a research report released on Friday,Benzinga reports. They currently have a positive rating on the stock.

FOUR has been the subject of a number of other research reports. Wells Fargo & Company raised Shift4 Payments from an “equal weight” rating to an “overweight” rating and raised their price objective for the company from $55.00 to $59.00 in a research note on Tuesday, August 25th. DA Davidson cut their target price on Shift4 Payments from $74.00 to $68.00 and set a “buy” rating on the stock in a report on Monday, August 10th. BTIG Research reduced their price target on shares of Shift4 Payments from $60.00 to $50.00 and set a “buy” rating for the company in a research report on Tuesday, October 13th. Royal Bank Of Canada restated an “outperform” rating and set a $67.00 price target on shares of Shift4 Payments in a research note on Friday, September 11th. Finally, Zacks Research downgraded shares of Shift4 Payments from a “hold” rating to a “strong sell” rating in a report on Tuesday, September 8th. Eleven analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average target price of $53.86.

Shift4 Payments Stock Up 2.6%

Shares of Shift4 Payments stock traded up $1.09 during trading on Friday, reaching $43.88. 3,625,016 shares of the company traded hands, compared to its average volume of 1,817,075. The company has a debt-to-equity ratio of 2.59, a current ratio of 1.21 and a quick ratio of 1.21. Shift4 Payments has a 1-year low of $34.56 and a 1-year high of $75.35. The company has a 50 day moving average price of $40.31 and a 200-day moving average price of $45.97. The firm has a market capitalization of $3.47 billion, a PE ratio of 54.85, a P/E/G ratio of 0.68 and a beta of 1.50.

Shift4 Payments (NYSE:FOUR) last issued its earnings results on Thursday, November 5th. The company reported $1.49 EPS for the quarter, beating the consensus estimate of $1.36 by $0.13. Shift4 Payments had a return on equity of 28.40% and a net margin of 2.20%. The company had revenue of $1.32 billion during the quarter, compared to the consensus estimate of $652.39 million. During the same period last year, the business posted $1.47 EPS. The firm’s revenue for the quarter was up 10.0% compared to the same quarter last year. Shift4 Payments has set its FY 2026 guidance at 5.050-5.150 EPS. As a group, equities research analysts expect that Shift4 Payments will post 4.11 earnings per share for the current fiscal year.

Institutional Investors Weigh In On Shift4 Payments

A number of institutional investors and hedge funds have recently bought and sold shares of the stock. Private Management Group Inc. grew its stake in shares of Shift4 Payments by 24.3% in the 3rd quarter. Private Management Group Inc. now owns 913,959 shares of the company’s stock worth $33,058,000 after acquiring an additional 178,734 shares in the last quarter. Fulcrum Asset Management LLP lifted its position in shares of Shift4 Payments by 20,563.8% during the third quarter. Fulcrum Asset Management LLP now owns 11,985 shares of the company’s stock valued at $444,000 after purchasing an additional 11,927 shares in the last quarter. CenterBook Partners LP purchased a new position in Shift4 Payments during the third quarter worth about $411,000. Bfsg LLC boosted its holdings in Shift4 Payments by 20.1% during the third quarter. Bfsg LLC now owns 6,810 shares of the company’s stock worth $246,000 after purchasing an additional 1,140 shares during the last quarter. Finally, ARGA Investment Management LP grew its position in Shift4 Payments by 239.9% in the 3rd quarter. ARGA Investment Management LP now owns 24,604 shares of the company’s stock worth $890,000 after purchasing an additional 17,366 shares in the last quarter. 98.87% of the stock is owned by hedge funds and other institutional investors.

Shift4 Payments News Summary

Here are the key news stories impacting Shift4 Payments this week:

• Positive Sentiment: Shift4 reported third-quarter adjusted EPS of $1.49, above the roughly $1.36 consensus, while revenue grew 10% year over year. The company also raised its 2026 EPS outlook to $5.05–$5.15, above the cited $4.98 consensus. Earnings report
• Positive Sentiment: The company authorized a $1 billion share buyback, which could support per-share results and signal confidence in the business. Buyback announcement
• Neutral Sentiment: Shift4 outlined mid- to high-single-digit organic growth for 2027 and a fourth-quarter gross revenue less network fees outlook of $625 million–$640 million. Investors will weigh that growth outlook against the company’s longer-term expectations. Growth outlook
• Negative Sentiment: The earnings beat did not prevent a sharp selloff: reports said third-quarter sales missed expectations, raising concern about growth and overshadowing stronger EPS and guidance. Sales and stock reaction
• Negative Sentiment: Several firms cut their price targets on FOUR, including RBC ($67 to $49), Wells Fargo ($59 to $46), Susquehanna ($63 to $56), and B. Riley ($94 to $77). Their ratings remained positive or bullish, but the broad reductions suggest more cautious assumptions about upside. RBC rating

About Shift4 Payments

Shift4 Payments, Inc (NYSE: FOUR) is a payment technology company that provides integrated commerce solutions for businesses and organizations. Its platform supports payment acceptance across in-person, online and mobile channels, combining payment processing with point-of-sale, commerce management and reporting tools.

The company serves merchants and enterprises in industries including restaurants, hospitality, hotels, sports and entertainment venues, gaming, retail and e-commerce. Its offerings include payment gateways, point-of-sale systems, mobile and contactless payment capabilities, fraud prevention, chargeback management and business analytics.