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

Shift4 Payments (NYSE:FOUR) had its target price trimmed by Wells Fargo & Company from $77.00 to $55.00 in a report released on Friday morning,Benzinga reports. The brokerage currently has an equal weight rating on the stock.

Several other equities research analysts have also recently commented on FOUR. Mizuho lowered their price target on shares of Shift4 Payments from $102.00 to $90.00 and set an “outperform” rating for the company in a research report on Monday, December 22nd. BTIG Research lowered their target price on shares of Shift4 Payments from $105.00 to $80.00 and set a “buy” rating for the company in a report on Thursday. The Goldman Sachs Group dropped their target price on shares of Shift4 Payments from $95.00 to $83.00 and set a “buy” rating for the company in a research report on Friday, November 7th. Raymond James Financial restated a “strong-buy” rating and issued a $67.00 price target on shares of Shift4 Payments in a research report on Thursday. Finally, Benchmark reiterated a “buy” rating on shares of Shift4 Payments in a report on Thursday, December 11th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and nine have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, Shift4 Payments has a consensus rating of “Moderate Buy” and an average target price of $84.74.

Shift4 Payments Trading Down 9.0%

FOUR stock opened at $44.05 on Friday. The company has a quick ratio of 1.38, a current ratio of 1.66 and a debt-to-equity ratio of 4.66. Shift4 Payments has a twelve month low of $43.80 and a twelve month high of $108.50. The company has a market cap of $3.90 billion, a P/E ratio of 41.95, a PEG ratio of 0.38 and a beta of 1.65. The business has a fifty day moving average of $61.10 and a 200-day moving average of $71.50.

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 $1.19 billion for the quarter, compared to analysts’ expectations of $1.20 billion. Shift4 Payments had a return on equity of 39.27% and a net margin of 2.84%.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. As a group, equities research analysts expect that Shift4 Payments will post 3.7 EPS for the current year.

Insider Buying and Selling at Shift4 Payments

In other Shift4 Payments news, Director Nancy Disman sold 5,000 shares of the stock in a transaction dated Thursday, December 11th. The stock was sold at an average price of $69.50, for a total value of $347,500.00. Following the completion of the sale, the director directly owned 130,420 shares in the company, valued at $9,064,190. This represents a 3.69% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO David Taylor Lauber sold 12,000 shares of the firm’s stock in a transaction dated Thursday, December 11th. The stock was sold at an average price of $69.00, for a total value of $828,000.00. Following the sale, the chief executive officer directly owned 273,588 shares in the company, valued at approximately $18,877,572. This represents a 4.20% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 25.15% of the company’s stock.

Institutional Trading of Shift4 Payments

A number of large investors have recently bought and sold shares of the business. Advisors Asset Management Inc. raised 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 buying an additional 217 shares during the period. Y Intercept Hong Kong Ltd bought a new stake in shares of Shift4 Payments during the second quarter worth $660,000. Teacher Retirement System of Texas raised its holdings in shares of Shift4 Payments by 4.0% during the second quarter. Teacher Retirement System of Texas now owns 9,248 shares of the company’s stock worth $917,000 after acquiring an additional 357 shares during the period. Flagship Harbor Advisors LLC lifted its position in Shift4 Payments by 4.8% in the 2nd quarter. Flagship Harbor Advisors LLC now owns 8,008 shares of the company’s stock valued at $794,000 after acquiring an additional 370 shares in the last quarter. Finally, Keybank National Association OH lifted its position in Shift4 Payments by 18.0% in the 2nd quarter. Keybank National Association OH now owns 5,586 shares of the company’s stock valued at $554,000 after acquiring an additional 853 shares in the last quarter. 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: Q4 EPS beat consensus — Shift4 reported $1.60 EPS vs. ~$1.56 expected, demonstrating underlying earnings strength. MarketBeat Earnings Report
• Positive Sentiment: Revenue rose year‑over‑year (~+50.6% to $610M), indicating continued top‑line expansion despite other issues. Yahoo: Q4 Results
• Neutral Sentiment: Full Q4 earnings call transcript is available for detail on management’s commentary and segmentation of results; useful for investors digging into drivers. Seeking Alpha Transcript
• Neutral Sentiment: Quarter snapshot and analyst commentary pieces summarize key metrics (ROE, margins, segment notes) if you want a quick read. WTOP Earnings Snapshot
• Negative Sentiment: FY‑2026 guidance disappointed — management set EPS of $5.50–$5.70 (roughly flat to slightly below consensus) and revenue guidance of $2.5–$2.6B, materially below the ~$3.9B street expectation; this guidance shortfall is the primary negative catalyst. Seeking Alpha: Guidance Miss / 52‑Week Low
• Negative Sentiment: Reports show profits plunged (~65% in the headline coverage) and the stock hit multi‑year/52‑week lows, signaling investor concern on margins and near‑term profitability. Yahoo: Profits Plunge
• Negative Sentiment: Analysts quickly cut targets—Wells Fargo lowered its target to $55 (equal weight) and Keefe, Bruyette & Woods trimmed to $60 (market perform)—which can reinforce selling pressure. Benzinga: Wells Fargo Cut Benzinga: KBW Cut

Shift4 Payments Company 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.