Shift4FOUR
FOUR
About: Shift4 Payments Inc is provider of integrated payment processing and technology solutions. The company offers software providers a single integration to an end-to-end payments offering, a powerful gateway and a robust suite of technology solutions (including cloud enablement, business intelligence, analytics, and mobile) to enhance the value of their software suites and simplify payment acceptance. The company derives maximum revenue from United States.
Employees: 4,000
0
Funds holding %
of 7,139 funds
0
Analysts bullish %
of 11 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
236% more first-time investments, than exits
New positions opened: 121 | Existing positions closed: 36
25% more capital invested
Capital invested by funds: $6.28B [Q3] → $7.84B (+$1.56B) [Q4]
18% more funds holding
Funds holding: 354 [Q3] → 418 (+64) [Q4]
1.3% more ownership
Funds ownership: 108.63% [Q3] → 109.93% (+1.3%) [Q4]
0% more funds holding in top 10
Funds holding in top 10: 13 [Q3] → 13 (+0) [Q4]
4% less repeat investments, than reductions
Existing positions increased: 128 | Existing positions reduced: 133
27% less call options, than puts
Call options by funds: $99.4M | Put options by funds: $135M
Research analyst outlook
11 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$105
11%
upside
Avg. target
$130
36%
upside
High target
$154
62%
upside
11 analyst ratings
7 positive
64%
4 neutral
36%
0 negative
0%
Oppenheimer Rayna Kumar 83% 1-year accuracy 20 / 24 met price target | 42%upside $135 | Outperform Maintained | 20 Feb 2025 |
Keefe, Bruyette & Woods Sanjay Sakhrani 77% 1-year accuracy 30 / 39 met price target | 32%upside $125 | Market Perform Maintained | 20 Feb 2025 |
RBC Capital Daniel Perlin 77% 1-year accuracy 41 / 53 met price target | 62%upside $154 | Outperform Maintained | 19 Feb 2025 |
Stephens & Co. Charles Nabhan 59% 1-year accuracy 16 / 27 met price target | 32%upside $125 | Overweight Reiterated | 19 Feb 2025 |
Piper Sandler Clarke Jeffries 67% 1-year accuracy 34 / 51 met price target | 51%upside $143 | Overweight Reiterated | 19 Feb 2025 |
Financial journalist opinion
Based on 20 articles about FOUR published over the past 30 days
Neutral
Business Wire
2 days ago
Shift4 Announces Partnership with Alterra Mountain Company
CENTER VALLEY, Pa.--(BUSINESS WIRE)---- $FOUR--Shift4 (NYSE: FOUR), the leader in integrated payments and commerce technology, today announced a comprehensive partnership with Alterra Mountain Company, the operator of 19 premier mountain destinations. Shift4 will power all payments across all of Alterra's properties, streamlining transactions for hotels, restaurants, lift ticket sales, and the company's Ikon Pass online sales. Alterra Mountain Company is world-renowned for its portfolio of mountain desti.
Negative
Investors Business Daily
2 days ago
Value Stocks Take Lead In Today's Stock Market As Sellers Stun This Growth Stock; Three Sell Rules To Behold Today
Global-e Online slides nearly 18% in the stock market Wednesday in more than triple its usual volume.
Positive
PYMNTS
2 days ago
Shift4 Explores Tencent and Alipay Pacts After Acquiring Global Blue
Payments company Shift4 acquired tax-free shopping provider Global Blue in a deal that represents about $2.5 billion in enterprise value. Pennsylvania-based Shift4 gets access to Global Blue's tax refund and currency conversion technology, which allows luxury and premium retailers around the world to offer tax-free shopping, according to a Tuesday (Feb. 19) press release.
Negative
The Motley Fool
2 days ago
Here's Why Shift4 Stock Crashed Today
It was an eventful report for Shift4 Payments (FOUR -17.03%) yesterday. The company announced financial results for the fourth quarter of 2024, made a $2.5 billion acquisition, finalized its CEO transition plan, and set long-term financial targets in its investor-day presentation.
Positive
The Motley Fool
2 days ago
Shift4 Payments: Revenue Surges 25.7%
Shift4 Payments (FOUR 3.61%), a leader in end-to-end payment processing solutions, reported robust results for Q4 2024 on February 18, 2025. The company's performance outpaced expectations, highlighted by an adjusted earnings per share (EPS) of $1.35, exceeding analyst estimates of $1.14.
Neutral
Seeking Alpha
3 days ago
Shift4 Payments, Inc. (FOUR) Q4 2024 Earnings Call Transcript
Shift4 Payments, Inc. (NYSE:FOUR ) Q4 2024 Earnings Conference Call February 18, 2025 4:10 PM ET Company Participants Tom McCrohan - Executive Vice President of Investor Relations Jared Isaacman - Chief Executive Officer Taylor Lauber - President & Chief Strategy Officer Nancy Disman - Chief Financial Officer Conference Call Participants Operator Greetings, and welcome to the Shift4 Fourth Quarter 2024 Earnings Call. At this time, all participants are in a listen-only mode.
Neutral
Zacks Investment Research
3 days ago
Compared to Estimates, Shift4 Payments (FOUR) Q4 Earnings: A Look at Key Metrics
While the top- and bottom-line numbers for Shift4 Payments (FOUR) give a sense of how the business performed in the quarter ended December 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Positive
Zacks Investment Research
3 days ago
Shift4 Payments (FOUR) Tops Q4 Earnings Estimates
Shift4 Payments (FOUR) came out with quarterly earnings of $1.35 per share, beating the Zacks Consensus Estimate of $1.16 per share. This compares to earnings of $0.76 per share a year ago.
Negative
Investors Business Daily
3 days ago
Shift4 Announces Global Blue Acquisition. Shares Fall On Weak 2025 Outlook.
Shift4 stock fell amid full-year 2025 revenue and EBITDA guidance that came in below expectations. Q4 Shift4 earnings beat estimates.
Neutral
Business Wire
3 days ago
Shift4 to acquire Global Blue: A New Strategic Milestone
SIGNY, Switzerland--(BUSINESS WIRE)--Shift4, a leader in integrated payments and technology Shift4 is a global leader in financial technology with a track record in the industry for more than 25 years. It provides a wide range of integrated payment technologies to the retail and hospitality sectors, processing billions of in-person and online transactions. Through its best-in-class technology, Shift4 is simplifying complex payment journeys and changing the way the world experiences commerce. Be.
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