The Goldman Sachs Group Lowers Shift4 Payments (NYSE:FOUR) Price Target to $56.00

Shift4 Payments (NYSE:FOUR) had its price objective reduced by analysts at The Goldman Sachs Group from $81.00 to $56.00 in a report released on Monday,Benzinga reports. The brokerage presently has a “neutral” rating on the stock. The Goldman Sachs Group’s price objective suggests a potential upside of 12.27% from the stock’s previous close.

Several other analysts have also recently weighed in on FOUR. Truist Financial set a $71.00 price objective on Shift4 Payments in a research report on Tuesday, January 20th. Keefe, Bruyette & Woods lowered their target price on Shift4 Payments from $72.00 to $60.00 and set a “market perform” rating for the company in a research note on Friday, February 27th. DA Davidson set a $104.00 price target on Shift4 Payments in a research report on Thursday, December 18th. Oppenheimer reduced their price target on Shift4 Payments from $112.00 to $98.00 and set an “outperform” rating on the stock in a research note on Monday, January 12th. Finally, Benchmark lowered their price objective on Shift4 Payments from $100.00 to $67.00 and set a “buy” rating for the company in a research report on Monday. One investment analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and nine have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $80.42.

Shift4 Payments Stock Performance

Shares of FOUR stock opened at $49.88 on Monday. The stock has a fifty day moving average of $60.44 and a 200 day moving average of $70.92. Shift4 Payments has a 52 week low of $43.32 and a 52 week high of $108.50. The firm has a market capitalization of $4.42 billion, a price-to-earnings ratio of 47.50, a PEG ratio of 0.41 and a beta of 1.65. 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 (NYSE:FOUR) last issued its quarterly earnings data on Thursday, February 26th. The company reported $1.60 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.56 by $0.04. Shift4 Payments had a net margin of 2.84% and a return on equity of 39.27%. The business had revenue of $1.19 billion for the quarter, compared to the consensus estimate of $1.20 billion. During the same period in the previous year, the firm earned $1.35 EPS. The company’s quarterly revenue was up 50.6% compared to the same quarter last year. Shift4 Payments has set its FY 2026 guidance at 5.500-5.700 EPS. As a group, research analysts expect that Shift4 Payments will post 3.7 earnings per share for the current year.

Insider Activity at Shift4 Payments

In related news, major shareholder Jared Isaacman acquired 159,244 shares of the stock in a transaction on Friday, February 27th. The stock was acquired at an average price of $44.15 per share, for a total transaction of $7,030,622.60. Following the completion of the purchase, the insider owned 1,321,207 shares of the company’s stock, valued at $58,331,289.05. This represents a 13.70% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO David Taylor Lauber sold 12,000 shares of Shift4 Payments 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 completion of the transaction, the chief executive officer directly owned 273,588 shares of the company’s stock, 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. 25.15% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently made changes to their positions in FOUR. Advisors Asset Management Inc. increased its position in shares of Shift4 Payments by 29.5% during the second quarter. Advisors Asset Management Inc. now owns 562 shares of the company’s stock valued at $56,000 after acquiring an additional 128 shares in the last quarter. Main Management ETF Advisors LLC boosted its stake in Shift4 Payments by 1.7% during the 2nd quarter. Main Management ETF Advisors LLC now owns 8,063 shares of the company’s stock valued at $799,000 after purchasing an additional 132 shares during the last quarter. Amalgamated Bank boosted its stake in Shift4 Payments by 0.4% during the 2nd quarter. Amalgamated Bank now owns 32,173 shares of the company’s stock valued at $3,189,000 after purchasing an additional 136 shares during the last quarter. PNC Financial Services Group Inc. increased its holdings in shares of Shift4 Payments by 1.0% in the 2nd quarter. PNC Financial Services Group Inc. now owns 13,301 shares of the company’s stock worth $1,318,000 after purchasing an additional 136 shares in the last quarter. Finally, GAMMA Investing LLC raised its stake in shares of Shift4 Payments by 25.9% in the fourth quarter. GAMMA Investing LLC now owns 860 shares of the company’s stock worth $54,000 after purchasing an additional 177 shares during the last quarter. Institutional investors own 98.87% of the company’s stock.

More Shift4 Payments News

Here are the key news stories impacting Shift4 Payments this week:

• Positive Sentiment: Major insider buying — Jared Isaacman (a >10% holder) materially increased his position with two recent purchases (≈136,993 shares at ~$48.38 and 159,244 shares at ~$44.15). Big insider buys from a controlling holder signal confidence in the business and likely supported the stock. SEC filing: Jared Isaacman insider buys
• Positive Sentiment: Top‑tier firm keeps Buy stance — B. Riley trimmed its target after Q4 but retained a Buy and a $120 target, maintaining a clear institutional bulls’ endorsement that supports upside narratives. B. Riley reduces target to $120
• Neutral Sentiment: DA Davidson trimmed its price target (from $104 to $82) but kept a Buy — a downshift in target that still signals medium‑term confidence; mixed analyst signals often create volatility rather than a clear directional drive. DA Davidson PT cut to $82
• Neutral Sentiment: Management presentation at Raymond James — the conference transcript (management Q&A) provides detail on growth drivers and margin outlook but did not produce a clear catalyst on its own. Investors may parse the transcript for incremental guidance color. Raymond James presentation transcript
• Negative Sentiment: Goldman Sachs re‑rated to Neutral and cut its price target sharply (to $56) — a notable analyst downgrade that likely pressured sentiment and boosted intraday selling pressure before the insider buys countered it. Goldman Sachs cuts to Neutral, PT $56
• Negative Sentiment: Shareholder investigation announced — Purcell & Lefkowitz launched an inquiry into possible board fiduciary breaches tied to recent corporate actions; legal scrutiny increases uncertainty and risk premium. PR Newswire: shareholder investigation
• Negative Sentiment: Wider analyst downgrades and target trims — several firms have lowered expectations or moved to Hold, adding aggregate downward analyst pressure that can keep the stock range‑bound until clearer earnings/guidance follow‑through. Analyst downgrades/expectations lowered

About Shift4 Payments

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.