Shift4 Payments, Inc. $FOUR Shares Bought by Rice Hall James & Associates LLC

Rice Hall James & Associates LLC increased its holdings in shares of Shift4 Payments, Inc. (NYSE:FOUR) by 27.7% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 847,726 shares of the company’s stock after buying an additional 183,938 shares during the period. Shift4 Payments accounts for about 2.1% of Rice Hall James & Associates LLC’s investment portfolio, making the stock its 7th biggest holding. Rice Hall James & Associates LLC’s holdings in Shift4 Payments were worth $37,071,000 at the end of the most recent quarter.

Several other large investors have also bought and sold shares of FOUR. Advisors Asset Management Inc. boosted its stake in Shift4 Payments by 100.0% in the first quarter. Advisors Asset Management Inc. now owns 434 shares of the company’s stock valued at $35,000 after acquiring an additional 217 shares during the last quarter. Empowered Funds LLC bought a new stake in shares of Shift4 Payments during the 4th quarter valued at $43,000. Vestcor Inc bought a new stake in shares of Shift4 Payments during the 3rd quarter valued at $45,000. Summer Road LLC bought a new stake in shares of Shift4 Payments during the 4th quarter valued at $47,000. Finally, Johnson Financial Group Inc. lifted its stake in shares of Shift4 Payments by 282.2% in the 3rd quarter. Johnson Financial Group Inc. now owns 646 shares of the company’s stock valued at $50,000 after purchasing an additional 477 shares during the period. 98.87% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several research firms have recently issued reports on FOUR. DA Davidson reduced their price target on Shift4 Payments from $82.00 to $74.00 and set a “buy” rating on the stock in a research report on Tuesday, May 12th. Seaport Research Partners downgraded Shift4 Payments from a “buy” rating to a “neutral” rating in a report on Thursday, April 16th. Capital One Financial set a $50.00 target price on Shift4 Payments in a research note on Tuesday, April 21st. Stephens cut Shift4 Payments from an “overweight” rating to an “equal weight” rating and set a $50.00 target price on the stock. in a report on Friday, April 17th. Finally, Weiss Ratings restated a “sell (d+)” rating on shares of Shift4 Payments in a report on Thursday, June 11th. Ten analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the stock has an average rating of “Hold” and an average price target of $68.43.

Shift4 Payments Trading Up 4.6%

FOUR opened at $48.48 on Friday. The firm’s fifty day moving average is $44.69 and its two-hundred day moving average is $49.21. The company has a debt-to-equity ratio of 2.55, a quick ratio of 1.22 and a current ratio of 1.22. The firm has a market cap of $3.85 billion, a PE ratio of 57.71, a price-to-earnings-growth ratio of 0.52 and a beta of 1.41. Shift4 Payments, Inc. has a twelve month low of $34.56 and a twelve month high of $107.15.

Shift4 Payments (NYSE:FOUR) last announced its quarterly earnings results on Thursday, May 7th. The company reported $0.97 earnings per share for the quarter, missing analysts’ consensus estimates of $0.99 by ($0.02). Shift4 Payments had a return on equity of 33.55% and a net margin of 2.63%.The firm had revenue of $1.12 billion for the quarter, compared to the consensus estimate of $1.09 billion. During the same period in the prior year, the business earned $1.07 earnings per share. The company’s revenue for the quarter was up 49.0% compared to the same quarter last year. Shift4 Payments has set its FY 2026 guidance at 5.500-5.700 EPS. Equities research analysts anticipate that Shift4 Payments, Inc. will post 4.77 EPS for the current year.

Insider Buying and Selling

In other Shift4 Payments news, major shareholder Jared Isaacman bought 193,000 shares of Shift4 Payments stock in a transaction on Tuesday, May 12th. The shares were purchased at an average cost of $40.66 per share, for a total transaction of $7,847,380.00. Following the completion of the acquisition, the insider owned 1,787,455 shares in the company, valued at approximately $72,677,920.30. The trade was a 12.10% increase in their position. The acquisition was disclosed in a filing with the SEC, which is available at the SEC website. Insiders own 1.54% of the company’s stock.

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.