Shift4 Payments (NYSE:FOUR) Given New $55.00 Price Target at Wells Fargo & Company

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

Several other brokerages also recently issued reports on FOUR. Susquehanna reduced their price target on shares of Shift4 Payments from $115.00 to $101.00 and set a “positive” rating on the stock in a report on Thursday, January 8th. Keefe, Bruyette & Woods reduced their target price on Shift4 Payments from $72.00 to $60.00 and set a “market perform” rating on the stock in a research note on Friday. Raymond James Financial reiterated a “strong-buy” rating and set a $67.00 target price on shares of Shift4 Payments in a report on Thursday. Truist Financial set a $71.00 price target on Shift4 Payments in a report on Tuesday, January 20th. Finally, Deutsche Bank Aktiengesellschaft downgraded Shift4 Payments from a “buy” rating to a “hold” rating and reduced their price objective for the company from $100.00 to $65.00 in a research report on Thursday, January 15th. One investment analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and nine have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $84.74.

Shift4 Payments Price Performance

FOUR traded down $4.36 during trading on Friday, reaching $44.05. 6,831,099 shares of the stock were exchanged, compared to its average volume of 2,451,434. The company has a debt-to-equity ratio of 3.27, a current ratio of 1.38 and a quick ratio of 1.38. The company has a market capitalization of $3.90 billion, a price-to-earnings ratio of 41.95, a P/E/G ratio of 0.42 and a beta of 1.63. Shift4 Payments has a 1 year low of $43.80 and a 1 year high of $108.50. The business’s 50 day moving average price is $61.10 and its two-hundred day moving average price is $71.74.

Shift4 Payments (NYSE:FOUR) last released its quarterly earnings results on Thursday, February 26th. The company reported $1.60 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.56 by $0.04. Shift4 Payments had a return on equity of 38.24% and a net margin of 2.84%.The business had revenue of $1.19 billion during the quarter, compared to the consensus estimate of $1.20 billion. During the same quarter in the previous year, the company posted $1.35 EPS. The business’s revenue was up 50.6% on a year-over-year basis. Shift4 Payments has set its FY 2026 guidance at 5.500-5.700 EPS. As a group, equities research analysts anticipate that Shift4 Payments will post 3.7 earnings per share for the current year.

Insider Buying and Selling at Shift4 Payments

In related news, Director Nancy Disman sold 5,000 shares of the company’s stock in a transaction on 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 transaction, the director directly owned 130,420 shares in the company, valued at approximately $9,064,190. This represents a 3.69% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed 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 completion of the sale, the chief executive officer directly owned 273,588 shares in the company, valued at approximately $18,877,572. The trade was a 4.20% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 25.15% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently modified their holdings of the stock. Mawer Investment Management Ltd. boosted its holdings in Shift4 Payments by 66.9% in the third quarter. Mawer Investment Management Ltd. now owns 178,318 shares of the company’s stock valued at $13,802,000 after acquiring an additional 71,489 shares during the last quarter. Rice Hall James & Associates LLC increased its stake in Shift4 Payments by 71.3% during the third quarter. Rice Hall James & Associates LLC now owns 584,231 shares of the company’s stock worth $45,219,000 after acquiring an additional 243,161 shares during the last quarter. Maestria Partners LLC raised its holdings in shares of Shift4 Payments by 36.6% in the 3rd quarter. Maestria Partners LLC now owns 372,423 shares of the company’s stock worth $28,826,000 after purchasing an additional 99,723 shares during the period. South Dakota Investment Council acquired a new position in shares of Shift4 Payments in the 2nd quarter valued at about $1,814,000. Finally, Jackson Square Partners LLC acquired a new position in shares of Shift4 Payments in the 3rd quarter valued at about $5,735,000. Institutional investors and hedge funds own 98.87% of the company’s stock.

Key Headlines Impacting Shift4 Payments

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

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.