Hunter Associates Investment Management LLC Increases Stock Holdings in Shift4 Payments, Inc. $FOUR

Hunter Associates Investment Management LLC lifted its stake in shares of Shift4 Payments, Inc. (NYSE:FOUR) by 15.9% during the 4th quarter, Holdings Channel reports. The institutional investor owned 113,644 shares of the company’s stock after buying an additional 15,607 shares during the period. Shift4 Payments makes up about 1.0% of Hunter Associates Investment Management LLC’s portfolio, making the stock its 23rd largest position. Hunter Associates Investment Management LLC’s holdings in Shift4 Payments were worth $7,154,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also bought and sold shares of the business. Register Financial Advisors LLC bought a new stake in Shift4 Payments during the fourth quarter worth $1,007,000. Exchange Traded Concepts LLC lifted its holdings in Shift4 Payments by 65.4% during the fourth quarter. Exchange Traded Concepts LLC now owns 37,136 shares of the company’s stock worth $2,338,000 after acquiring an additional 14,678 shares during the period. Curated Wealth Partners LLC lifted its holdings in Shift4 Payments by 28.7% during the fourth quarter. Curated Wealth Partners LLC now owns 3,380 shares of the company’s stock worth $213,000 after acquiring an additional 754 shares during the period. E. Ohman J or Asset Management AB lifted its holdings in Shift4 Payments by 14.1% during the fourth quarter. E. Ohman J or Asset Management AB now owns 40,036 shares of the company’s stock worth $2,521,000 after acquiring an additional 4,939 shares during the period. Finally, Fulton Bank N.A. lifted its holdings in Shift4 Payments by 29.7% during the fourth quarter. Fulton Bank N.A. now owns 4,045 shares of the company’s stock worth $255,000 after acquiring an additional 927 shares during the period. 98.87% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

A number of analysts recently commented on FOUR shares. BTIG Research dropped their price target on Shift4 Payments from $80.00 to $70.00 and set a “buy” rating on the stock in a report on Thursday, March 5th. Oppenheimer dropped their price target on Shift4 Payments from $112.00 to $98.00 and set an “outperform” rating on the stock in a report on Monday, January 12th. Freedom Capital lowered Shift4 Payments from a “strong-buy” rating to a “hold” rating in a report on Friday, February 27th. DA Davidson dropped their price target on Shift4 Payments from $104.00 to $82.00 and set a “buy” rating on the stock in a report on Monday, March 2nd. Finally, Susquehanna dropped their price target on Shift4 Payments from $115.00 to $101.00 and set a “positive” rating on the stock in a report on Thursday, January 8th. Twelve investment analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $78.22.

Shift4 Payments Stock Performance

Shares of FOUR opened at $40.23 on Wednesday. The firm has a market cap of $3.27 billion, a PE ratio of 38.31, a PEG ratio of 0.44 and a beta of 1.60. The stock’s fifty day moving average price is $50.58 and its two-hundred day moving average price is $63.26. The company has a debt-to-equity ratio of 4.66, a current ratio of 1.66 and a quick ratio of 1.66. Shift4 Payments, Inc. has a 1 year low of $40.19 and a 1 year high of $108.50.

Shift4 Payments (NYSE:FOUR) last issued its 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 firm had revenue of $610.00 million for the quarter, compared to analyst estimates of $1.20 billion. Shift4 Payments had a return on equity of 39.27% and a net margin of 2.84%.The business’s revenue was up 50.6% on a year-over-year basis. During the same period in the previous year, the company posted $1.35 earnings per share. Shift4 Payments has set its FY 2026 guidance at 5.500-5.700 EPS. On average, equities research analysts forecast that Shift4 Payments, Inc. will post 3.7 EPS for the current year.

Insider Activity

In other news, major shareholder Jared Isaacman bought 43,827 shares of the stock in a transaction on Tuesday, March 10th. The shares were purchased at an average cost of $45.75 per share, for a total transaction of $2,005,085.25. Following the completion of the purchase, the insider directly owned 1,410,727 shares in the company, valued at $64,540,760.25. This represents a 3.21% increase in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Insiders acquired 385,757 shares of company stock valued at $17,666,153 in the last 90 days. Insiders own 25.15% of the company’s stock.

Shift4 Payments 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.