Weekly Research Analysts’ Ratings Updates for Shift4 Payments (FOUR)

Shift4 Payments (NYSE: FOUR) recently received a number of ratings updates from brokerages and research firms:

• 4/21/2026 – Shift4 Payments was given a new $50.00 price target by Capital One Financial Corporation.
• 4/21/2026 – Shift4 Payments is now covered by BMO Capital Markets. They set a “market perform” rating and a $50.00 price target on the stock.
• 4/21/2026 – Shift4 Payments was given a new $50.00 price target by Evercore Inc.
• 4/17/2026 – Shift4 Payments was downgraded by Stephens from “overweight” to “equal weight”. They now have a $50.00 price target on the stock.
• 4/16/2026 – Shift4 Payments was downgraded by Seaport Research Partners from “buy” to “neutral”.
• 4/15/2026 – Shift4 Payments was downgraded by Wolfe Research from “outperform” to “peer perform”.
• 3/26/2026 – Shift4 Payments was downgraded by Raymond James Financial, Inc. from “strong-buy” to “outperform”. They now have a $67.00 price target on the stock.
• 3/16/2026 – Shift4 Payments was downgraded by Weiss Ratings from “hold (c-)” to “sell (d+)”.
• 3/5/2026 – Shift4 Payments had its price target lowered by BTIG Research from $80.00 to $70.00. They now have a “buy” rating on the stock.
• 3/2/2026 – Shift4 Payments had its price target lowered by Benchmark Co. from $100.00 to $67.00. They now have a “buy” rating on the stock.
• 3/2/2026 – Shift4 Payments had its price target lowered by DA Davidson from $104.00 to $82.00. They now have a “buy” rating on the stock.
• 3/2/2026 – Shift4 Payments had its price target lowered by The Goldman Sachs Group, Inc. from $81.00 to $56.00. They now have a “neutral” rating on the stock.
• 2/27/2026 – Shift4 Payments was downgraded by The Goldman Sachs Group, Inc. from “strong-buy” to “hold”.
• 2/27/2026 – Shift4 Payments was downgraded by Freedom Capital from “strong-buy” to “hold”.
• 2/27/2026 – Shift4 Payments had its price target lowered by Wells Fargo & Company from $77.00 to $55.00. They now have an “equal weight” rating on the stock.
• 2/27/2026 – Shift4 Payments had its price target lowered by Keefe, Bruyette & Woods from $72.00 to $60.00. They now have a “market perform” rating on the stock.
• 2/26/2026 – Shift4 Payments had its “strong-buy” rating reaffirmed by Raymond James Financial, Inc.. They now have a $67.00 price target on the stock.
• 2/26/2026 – Shift4 Payments had its price target lowered by BTIG Research from $105.00 to $80.00. They now have a “buy” rating on the stock.
• 2/26/2026 – Shift4 Payments had its “outperform” rating reaffirmed by Royal Bank Of Canada. They now have a $73.00 price target on the stock.

Insider Activity

In other news, major shareholder Jared Isaacman purchased 159,244 shares of the company’s stock in a transaction dated Friday, February 27th. The shares were purchased at an average price of $44.15 per share, for a total transaction of $7,030,622.60. Following the transaction, the insider owned 1,321,207 shares of the company’s stock, valued at approximately $58,331,289.05. This trade represents a 13.70% increase in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. In the last 90 days, insiders have purchased 385,757 shares of company stock valued at $17,666,153. 25.15% of the stock is currently owned by insiders.

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.