Wolf Hill Capital Management LP Has $808,000 Position in Shift4 Payments, Inc. $FOUR

Wolf Hill Capital Management LP cut its stake in shares of Shift4 Payments, Inc. (NYSE:FOUR) by 98.7% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 10,433 shares of the company’s stock after selling 788,852 shares during the quarter. Wolf Hill Capital Management LP’s holdings in Shift4 Payments were worth $808,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds also recently made changes to their positions in FOUR. Mawer Investment Management Ltd. lifted its holdings in Shift4 Payments by 66.9% during the 3rd quarter. Mawer Investment Management Ltd. now owns 178,318 shares of the company’s stock valued at $13,802,000 after purchasing an additional 71,489 shares during the last quarter. Rice Hall James & Associates LLC boosted its position in Shift4 Payments by 71.3% in the third quarter. Rice Hall James & Associates LLC now owns 584,231 shares of the company’s stock valued at $45,219,000 after buying an additional 243,161 shares in the last quarter. Maestria Partners LLC grew its stake in Shift4 Payments by 36.6% during the third quarter. Maestria Partners LLC now owns 372,423 shares of the company’s stock worth $28,826,000 after buying an additional 99,723 shares during the last quarter. Jackson Square Partners LLC bought a new stake in Shift4 Payments during the third quarter worth about $5,735,000. Finally, Nordea Investment Management AB increased its holdings in shares of Shift4 Payments by 56.4% during the third quarter. Nordea Investment Management AB now owns 92,832 shares of the company’s stock worth $7,057,000 after buying an additional 33,472 shares in the last quarter. Institutional investors and hedge funds own 98.87% of the company’s stock.

Analyst Ratings Changes

A number of research analysts have recently issued reports on the stock. Royal Bank Of Canada reiterated an “outperform” rating and issued a $73.00 target price on shares of Shift4 Payments in a research note on Thursday, February 26th. Deutsche Bank Aktiengesellschaft lowered Shift4 Payments from a “buy” rating to a “hold” rating and decreased their price target for the stock from $100.00 to $65.00 in a research report on Thursday, January 15th. Raymond James Financial reissued a “strong-buy” rating and issued a $67.00 price objective on shares of Shift4 Payments in a research note on Thursday, February 26th. Loop Capital set a $80.00 target price on Shift4 Payments in a research note on Thursday, December 11th. Finally, DA Davidson cut their price target on Shift4 Payments from $104.00 to $82.00 and set a “buy” rating for the company in a report on Monday, March 2nd. One analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and nine have assigned a Hold rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $79.89.

Insiders Place Their Bets

In other news, major shareholder Jared Isaacman bought 43,827 shares of the business’s stock in a transaction on Tuesday, March 10th. The shares were bought at an average cost of $45.75 per share, for a total transaction of $2,005,085.25. Following the completion of the acquisition, the insider owned 1,410,727 shares in the company, valued at approximately $64,540,760.25. This trade represents a 3.21% increase in their position. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Insiders have acquired 385,757 shares of company stock valued at $17,666,153 in the last quarter. Company insiders own 25.15% of the company’s stock.

Shift4 Payments Trading Down 0.2%

NYSE FOUR traded down $0.07 on Friday, reaching $43.84. The company had a trading volume of 240,989 shares, compared to its average volume of 2,460,747. Shift4 Payments, Inc. has a 52 week low of $43.32 and a 52 week high of $108.50. The stock’s 50 day moving average is $58.01 and its 200-day moving average is $69.09. The company has a quick ratio of 1.66, a current ratio of 1.66 and a debt-to-equity ratio of 4.66. The stock has a market cap of $3.89 billion, a price-to-earnings ratio of 41.68, a PEG ratio of 0.36 and a beta of 1.65.

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, topping analysts’ consensus estimates of $1.56 by $0.04. The firm had revenue of $610.00 million 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 company’s 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. Equities analysts predict that Shift4 Payments, Inc. will post 3.7 earnings per share for the current year.

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.