Shift4 Payments (NYSE:FOUR) Given New $56.00 Price Target at The Goldman Sachs Group

Shift4 Payments (NYSE:FOUR) had its price objective dropped by research analysts at The Goldman Sachs Group from $81.00 to $56.00 in a note issued to investors on Monday,Benzinga reports. The firm currently has a “neutral” rating on the stock. The Goldman Sachs Group’s price target points to a potential upside of 20.15% from the stock’s previous close.

Several other equities research analysts have also issued reports on the stock. Mizuho decreased their price target on shares of Shift4 Payments from $102.00 to $90.00 and set an “outperform” rating on the stock in a report on Monday, December 22nd. Keefe, Bruyette & Woods reduced their price objective on Shift4 Payments from $72.00 to $60.00 and set a “market perform” rating on the stock in a research report on Friday. Oppenheimer lowered their target price on Shift4 Payments from $112.00 to $98.00 and set an “outperform” rating for the company in a report on Monday, January 12th. Benchmark reissued a “buy” rating on shares of Shift4 Payments in a research note on Monday. Finally, Raymond James Financial restated a “strong-buy” rating and set a $67.00 price target on shares of Shift4 Payments in a report on Thursday. One equities research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and nine have assigned a Hold rating to the company’s stock. According to data from MarketBeat, Shift4 Payments presently has an average rating of “Moderate Buy” and an average price target of $83.32.

Shift4 Payments Stock Performance

FOUR stock traded up $2.54 during mid-day trading on Monday, hitting $46.61. 2,818,595 shares of the company were exchanged, compared to its average volume of 2,428,766. Shift4 Payments has a 1-year low of $43.32 and a 1-year high of $108.50. The stock has a market capitalization of $4.13 billion, a PE ratio of 44.49, a price-to-earnings-growth ratio of 0.38 and a beta of 1.65. The business has a 50 day simple moving average of $61.10 and a 200-day simple moving average of $71.50. The company has a current ratio of 1.66, a quick ratio of 1.38 and a debt-to-equity ratio of 4.66.

Shift4 Payments (NYSE:FOUR) last issued 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. Shift4 Payments had a return on equity of 39.27% and a net margin of 2.84%.The business had revenue of $1.19 billion during the quarter, compared to analysts’ expectations of $1.20 billion. During the same period in the previous year, the company posted $1.35 earnings per share. The firm’s revenue for the quarter was up 50.6% compared to the same quarter last year. Shift4 Payments has set its FY 2026 guidance at 5.500-5.700 EPS. On average, equities analysts forecast that Shift4 Payments will post 3.7 earnings per share for the current year.

Insiders Place Their Bets

In other Shift4 Payments news, major shareholder Jared Isaacman purchased 159,244 shares of the business’s stock in a transaction on Friday, February 27th. The shares were purchased at an average cost of $44.15 per share, for a total transaction of $7,030,622.60. Following the acquisition, the insider owned 1,321,207 shares of the company’s stock, 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 document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Nancy Disman sold 5,000 shares of the stock in a transaction on Thursday, December 11th. The stock was sold at an average price of $69.50, for a total transaction of $347,500.00. Following the transaction, the director directly owned 130,420 shares in the company, valued at approximately $9,064,190. This represents a 3.69% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Company insiders own 25.15% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently bought and sold shares of the business. Allworth Financial LP boosted its holdings in shares of Shift4 Payments by 410.9% in the second quarter. Allworth Financial LP now owns 281 shares of the company’s stock worth $28,000 after acquiring an additional 226 shares during the period. Advisors Asset Management Inc. lifted its holdings in Shift4 Payments by 100.0% during the 1st quarter. Advisors Asset Management Inc. now owns 434 shares of the company’s stock worth $35,000 after purchasing an additional 217 shares in the last quarter. Hantz Financial Services Inc. lifted its holdings in Shift4 Payments by 148.1% during the 3rd quarter. Hantz Financial Services Inc. now owns 526 shares of the company’s stock worth $41,000 after purchasing an additional 314 shares in the last quarter. Empowered Funds LLC bought a new position in Shift4 Payments in the 4th quarter worth about $43,000. Finally, Vestcor Inc purchased a new position in Shift4 Payments during the 3rd quarter valued at about $45,000. 98.87% of the stock is owned by institutional investors.

More Shift4 Payments News

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

• Positive Sentiment: Major insider buying: Jared Isaacman materially increased his stake with large purchases on Feb. 26–27 (totaling ~296k shares across the two filings), signaling founder/major-holder confidence and providing direct demand support under the stock. SEC Ownership Filing
• Positive Sentiment: Analyst/press coverage highlighting recent weakness as an attractive entry — some outlets frame the pullback as a buying opportunity given revenue growth and the company’s guidance, which can attract value-oriented buyers. Is Shift4 Payments (FOUR) Now Attractive After Recent Share Price Weakness
• Neutral Sentiment: B. Riley trims its price target to $120 from $131 but keeps a Buy rating — the lower target reflects updated modeling after Q4 results, but the maintained Buy suggests the firm still views longer-term upside. This partially offsets negative headlines by signaling some analyst conviction remains. B. Riley Reduces Target Price on Shift4 Payments (FOUR) to $120, Post Q4 Earnings
• Negative Sentiment: Multiple brokers and research shops have cut expectations or moved to Hold (Goldman Sachs, Freedom Capital; Keefe, Bruyette & Woods; Wells Fargo), reflecting concern about near-term growth, valuation, and the impact of recent results—these moves increase selling pressure and lower short-term analyst support. Shift4 Payments (NYSE: FOUR) Cut to “Hold” at The Goldman Sachs Group Shift4 Payments (NYSE: FOUR) Cut to Hold at Freedom Capital Keefe, Bruyette & Woods Has Lowered Expectations for Shift4 Payments (NYSE:FOUR) Stock Price Wells Fargo & Company Has Lowered Expectations for Shift4 Payments (NYSE:FOUR) Stock Price
• Negative Sentiment: Shareholder investigation announced by Purcell & Lefkowitz into recent corporate actions and potential director breaches — this introduces legal and governance uncertainty that can pressure the stock until resolved. SHAREHOLDER ALERT: Purcell & Lefkowitz LLP Announces Shareholder Investigation of Shift4 Payments, Inc. (NYSE: FOUR)

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.