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 7,419 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
238% more first-time investments, than exits
New positions opened: 125 | Existing positions closed: 37
26% more capital invested
Capital invested by funds: $6.27B [Q3] → $7.88B (+$1.61B) [Q4]
22% more funds holding
Funds holding: 353 [Q3] → 430 (+77) [Q4]
2.03% more ownership
Funds ownership: 108.41% [Q3] → 110.44% (+2.03%) [Q4]
0% more funds holding in top 10
Funds holding in top 10: 13 [Q3] → 13 (+0) [Q4]
2% less repeat investments, than reductions
Existing positions increased: 132 | Existing positions reduced: 135
27% less call options, than puts
Call options by funds: $99.4M | Put options by funds: $136M
Research analyst outlook
14 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$80
6%
upside
Avg. target
$116
54%
upside
High target
$154
105%
upside
14 analyst ratings
10 positive
71%
4 neutral
29%
0 negative
0%
Susquehanna James Friedman 24% 1-year accuracy 14 / 59 met price target | 33%upside $100 | Positive Maintained | 11 Apr 2025 |
Piper Sandler Clarke Jeffries 14% 1-year accuracy 6 / 43 met price target | 50%upside $113 | Overweight Maintained | 10 Apr 2025 |
BTIG Hal Goetsch 32% 1-year accuracy 9 / 28 met price target | 46%upside $110 | Buy Maintained | 10 Apr 2025 |
Evercore ISI Group | 6%upside $80 | In-Line Initiated | 9 Apr 2025 |
Raymond James John Davis 30% 1-year accuracy 3 / 10 met price target | 73%upside $130 | Strong Buy Maintained | 4 Apr 2025 |
Financial journalist opinion
Based on 6 articles about FOUR published over the past 30 days
Neutral
Zacks Investment Research
3 days ago
PAGS or FOUR: Which Is the Better Value Stock Right Now?
Investors interested in stocks from the Financial Transaction Services sector have probably already heard of PagSeguro Digital Ltd. (PAGS) and Shift4 Payments (FOUR).
Neutral
Business Wire
3 days ago
Shift4 Extends Previously Announced Tender Offer to Acquire Global Blue
CENTER VALLEY, Pa.--(BUSINESS WIRE)--Shift4 Payments, Inc. (“Shift4”) (NYSE: FOUR), announced today that it is extending its previously announced all-cash tender offer through its indirect wholly owned subsidiary, GT Holding 1 GmbH, a Swiss limited liability company (“Merger Sub”), to purchase all of the outstanding shares of Global Blue Group Holding AG (“Global Blue”) (NYSE: GB) pursuant to the previously announced transaction agreement, dated as of February 16, 2025 between Global Blue and S.
Positive
Zacks Investment Research
1 week ago
Looking for Stocks with Positive Earnings Momentum? Check Out These 2 Business Services Names
Investors looking for ways to find stocks that are set to beat quarterly earnings estimates should check out the Zacks Earnings ESP.
Neutral
Zacks Investment Research
2 weeks ago
PAGS vs. FOUR: Which Stock Is the Better Value Option?
Investors interested in stocks from the Financial Transaction Services sector have probably already heard of PagSeguro Digital Ltd. (PAGS) and Shift4 Payments (FOUR).
Neutral
CNBC Television
3 weeks ago
Shift4 Incoming CEO Taylor Lauber talks international clients, consumers, and more
Taylor Lauber, Shift4 Payments CEO, joins 'Closing Bell Overtime' to talk taking over the position, its latest client acquisition, consumers, and more.
Positive
Seeking Alpha
3 weeks ago
Shift4 Payments Is A Buy After The Recent Underperformance
Shift4 Payments' stock has dropped over 15% since December 2024, but I now consider it a buy due to growth prospects and valuation. The recent acquisition of Global Blue is controversial, but I believe it will ultimately benefit Shift4 despite increased leverage and market concerns. Q4 2024 earnings showed strong growth in e2e payment volume and significant increases in net income and free cash flow, despite conservative 2025 guidance.
Positive
Seeking Alpha
1 month ago
Shift4 Payments: This Is The Dip I Was Waiting For (Rating Upgrade)
Shift4 Payments has dropped to $86 from around $100 since the last time I covered the stock, making it an attractive buy due to its attractive valuation and improving profitability. The company's software-plus-payments strategy strengthens its competitive edge by increasing switching costs and cross-selling potential. Recent improvements in return on equity and global expansion through Global Blue further enhance Shift4 Payments' growth prospects.
Neutral
Business Wire
1 month ago
Great Wolf Resorts Selects Shift4 as Their Global Payments Provider
CENTER VALLEY, Pa.--(BUSINESS WIRE)---- $FOUR--Shift4 (NYSE:FOUR), the global leader in integrated payments & commerce technology, today announced the expansion of their partnership with Great Wolf Resorts, North America's largest family of indoor water park resorts, to power payment systems across all 22 U.S. Great Wolf Lodge resort locations. Great Wolf Resorts utilizes Shift4's end-to-end payment ecosystem, delivering its large-scale resorts with a comprehensive suite of commerce technologies. Thi.
Neutral
The Motley Fool
1 month ago
The S&P 500 Just Hit Correction Territory: Here Are 5 Stocks That Are Simply Too Cheap to Ignore Right Now
On March 13, the S&P 500 finished the day down 10% from its previous all-time high. This officially pushed the stock market into what's known as "correction" territory, even if this is a misnomer.
Negative
CNBC
1 month ago
Toast, Shift4 lead drop in fintechs as investors exit stocks tied to consumer spending
Many fintech names are seeing sharper declines than the broader market. Companies tied to consumer and small business spending, like Shift4 and Toast, have been hit hard as President Trump's economic policy raises concerns about consumer strength.
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