Shift4 Payments (NYSE:FOUR) Price Target Lowered to $55.00 at Wells Fargo & Company

Shift4 Payments (NYSE:FOUR) had its target price cut by equities researchers at Wells Fargo & Company from $77.00 to $55.00 in a research note issued to investors on Friday,Benzinga reports. The firm currently has an “equal weight” rating on the stock. Wells Fargo & Company‘s price objective would suggest a potential upside of 23.44% from the company’s previous close.

Several other equities research analysts have also recently commented on the stock. BTIG Research lowered their price target on shares of Shift4 Payments from $105.00 to $80.00 and set a “buy” rating for the company in a research report on Thursday. Loop Capital set a $80.00 target price on shares of Shift4 Payments in a report on Thursday, December 11th. Raymond James Financial reissued a “strong-buy” rating and issued a $67.00 price target on shares of Shift4 Payments in a research note on Thursday. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Shift4 Payments in a research note on Monday, December 29th. Finally, The Goldman Sachs Group dropped their price objective on Shift4 Payments from $95.00 to $83.00 and set a “buy” rating for the company in a report on Friday, November 7th. One analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and seven have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $84.74.

Shift4 Payments Trading Down 8.0%

Shares of FOUR stock traded down $3.86 on Friday, reaching $44.56. 3,865,876 shares of the stock were exchanged, compared to its average volume of 2,341,875. The company has a debt-to-equity ratio of 3.27, a current ratio of 1.38 and a quick ratio of 1.38. Shift4 Payments has a one year low of $43.80 and a one year high of $108.50. The stock has a market cap of $3.95 billion, a PE ratio of 20.99, a P/E/G ratio of 0.49 and a beta of 1.63. The stock has a 50 day moving average price of $61.50 and a 200 day moving average price of $72.01.

Shift4 Payments (NYSE:FOUR) last posted its quarterly earnings results on Thursday, February 26th. The company reported $1.60 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.56 by $0.04. The business had revenue of $610.00 million for the quarter, compared to analysts’ expectations of $1.20 billion. Shift4 Payments had a return on equity of 40.19% and a net margin of 5.02%.The firm’s quarterly revenue was up 50.6% compared to the same quarter last year. During the same quarter last year, the business earned $1.35 earnings per share. Shift4 Payments has set its FY 2026 guidance at 5.500-5.700 EPS. Equities research analysts forecast that Shift4 Payments will post 3.7 EPS for the current fiscal year.

Insiders Place Their Bets

In related news, Director Nancy Disman sold 5,000 shares of the company’s stock in a transaction on Thursday, December 11th. The shares were sold at an average price of $69.50, for a total value 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. This represents a 3.69% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO David Taylor Lauber sold 12,000 shares of Shift4 Payments 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 completion of the sale, the chief executive officer directly owned 273,588 shares in the company, valued at $18,877,572. This represents a 4.20% decrease in their position. The SEC filing for this sale provides additional information. 25.15% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Shift4 Payments

Large investors have recently bought and sold shares of the company. Advisors Asset Management Inc. raised its holdings in shares of Shift4 Payments by 29.5% in the second quarter. Advisors Asset Management Inc. now owns 562 shares of the company’s stock valued at $56,000 after purchasing an additional 128 shares during the last quarter. Main Management ETF Advisors LLC increased its stake in Shift4 Payments by 1.7% in the 2nd quarter. Main Management ETF Advisors LLC now owns 8,063 shares of the company’s stock valued at $799,000 after buying an additional 132 shares during the last quarter. Amalgamated Bank lifted its position in Shift4 Payments by 0.4% during the 2nd quarter. Amalgamated Bank now owns 32,173 shares of the company’s stock worth $3,189,000 after buying an additional 136 shares in the last quarter. PNC Financial Services Group Inc. boosted its stake in shares of Shift4 Payments by 1.0% during the 2nd quarter. PNC Financial Services Group Inc. now owns 13,301 shares of the company’s stock worth $1,318,000 after buying an additional 136 shares during the last quarter. Finally, GAMMA Investing LLC grew its holdings in shares of Shift4 Payments by 25.9% in the 4th quarter. GAMMA Investing LLC now owns 860 shares of the company’s stock valued at $54,000 after acquiring an additional 177 shares in the last quarter. Institutional investors and hedge funds own 98.87% of the company’s stock.

Trending Headlines about Shift4 Payments

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

• Positive Sentiment: Q4 EPS beat — Shift4 reported $1.60 EPS, slightly ahead of consensus (~$1.56), and EPS improved vs. prior year; gross wins on profitability metrics and a 50%+ year‑over‑year revenue increase point to underlying growth. Shift4 Payments (FOUR) Q4 Earnings Surpass Estimates
• Positive Sentiment: Product/strategy items noted — coverage and analysis mentioning new initiatives (including a stablecoin platform discussion) suggest optionality beyond core payments that could support longer‑term valuation if execution continues. Assessing Shift4 Payments (FOUR) Valuation After Earnings Growth Hopes And Stablecoin Platform Launch
• Neutral Sentiment: Earnings call transcript and snapshots are available for detail — these provide color on guidance drivers, margin trends, and merchant activity; useful for modeling revisions. Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Analyst writeups and metric comparisons highlight where the quarter beat (EPS) and where key metrics diverged from expectations — helpful for reconciling differing headlines. Compared to Estimates, Shift4 Payments (FOUR) Q4 Earnings: A Look at Key Metrics
• Negative Sentiment: FY2026 guidance disappointed — management set EPS of $5.50–$5.70 (slightly below consensus) and issued revenue guidance well below Street expectations, which is the primary driver of the selloff as it forces re‑rating of growth assumptions. Shift4 Payments Q4 report and guidance
• Negative Sentiment: Profit compression / large profit drop coverage — outlets report significant profit declines (articles highlight a ~65% plunge), amplifying investor concern about near‑term margins and cash flow. Shift4 Payments (FOUR) Falls to 2-Year Low as Profits Plunge 65%
• Negative Sentiment: Shares hit multi‑year/52‑week lows; analyst tone shifts — Seeking Alpha and AAII discuss the guidance miss and ensuing 52‑week low, and Keefe, Bruyette & Woods cut its price target to $60 and moved to “market perform”, signaling reduced near‑term enthusiasm. Shift4 Payments hits 52-week low after 2026 EPS guidance falls short of consensus KBW price target cut
• Negative Sentiment: Market commentary explains the selloff — several explainers tie the stock’s drop to guidance/revenue shortfall rather than the modest EPS beat, which helps explain continued downside pressure until guidance concerns are resolved. Why Shift4 Payments, Inc.’s (FOUR) Stock Is Down 17.89%

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.