Shift4 Payments (NYSE:FOUR) Given New $46.00 Price Target at Wells Fargo & Company

Shift4 Payments (NYSE:FOUR) had its target price trimmed by Wells Fargo & Company from $59.00 to $46.00 in a research report report published on Friday morning,Benzinga reports. The firm currently has an overweight rating on the stock.

Other analysts also recently issued reports about the company. Raymond James Financial dropped their price objective on Shift4 Payments from $51.00 to $50.00 and set an “outperform” rating for the company in a report on Tuesday, October 13th. BTIG Research lowered their price target on Shift4 Payments from $60.00 to $50.00 and set a “buy” rating for the company in a research report on Tuesday, October 13th. Bank of America began coverage on Shift4 Payments in a research note on Thursday, October 15th. They issued a “neutral” rating and a $42.00 price objective on the stock. B. Riley Financial reduced their target price on shares of Shift4 Payments from $96.00 to $94.00 and set a “buy” rating on the stock in a report on Tuesday, October 6th. Finally, Susquehanna decreased their price target on shares of Shift4 Payments from $63.00 to $56.00 and set a “positive” rating for the company in a research report on Friday. Eleven analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, Shift4 Payments currently has an average rating of “Hold” and an average target price of $53.86.

Shift4 Payments Trading Up 2.6%

FOUR traded up $1.09 during midday trading on Friday, hitting $43.88. The company’s stock had a trading volume of 3,625,016 shares, compared to its average volume of 1,817,075. Shift4 Payments has a 52-week low of $34.56 and a 52-week high of $75.35. The firm has a 50-day moving average price of $40.31 and a two-hundred day moving average price of $45.97. The company has a current ratio of 1.21, a quick ratio of 1.21 and a debt-to-equity ratio of 2.59. The firm has a market cap of $3.47 billion, a P/E ratio of 54.85, a PEG ratio of 0.68 and a beta of 1.50.

Shift4 Payments (NYSE:FOUR) last released its earnings results on Thursday, November 5th. The company reported $1.49 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.36 by $0.13. Shift4 Payments had a net margin of 2.20% and a return on equity of 28.40%. The business had revenue of $1.32 billion for the quarter, compared to analysts’ expectations of $652.39 million. During the same period last year, the company earned $1.47 earnings per share. The company’s quarterly revenue was up 10.0% on a year-over-year basis. Shift4 Payments has set its FY 2026 guidance at 5.050-5.150 EPS. On average, research analysts anticipate that Shift4 Payments will post 4.11 earnings per share for the current year.

Hedge Funds Weigh In On Shift4 Payments

Large investors have recently bought and sold shares of the business. Versant Capital Management Inc bought a new position in Shift4 Payments during the 2nd quarter worth $34,000. Cassaday & Co Wealth Management LLC acquired a new position in shares of Shift4 Payments during the first quarter valued at $87,000. Nykredit A S bought a new position in shares of Shift4 Payments during the second quarter worth about $132,000. Syon Capital LLC bought a new position in shares of Shift4 Payments during the second quarter worth about $201,000. Finally, Glenmede Trust Co. NA increased its holdings in shares of Shift4 Payments by 6.0% in the 1st quarter. Glenmede Trust Co. NA now owns 4,786 shares of the company’s stock worth $209,000 after acquiring an additional 270 shares during the period. Institutional investors own 98.87% of the company’s stock.

Key Stories Impacting Shift4 Payments

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

• Positive Sentiment: Shift4 reported third-quarter adjusted EPS of $1.49, above the roughly $1.36 consensus, while revenue grew 10% year over year. The company also raised its 2026 EPS outlook to $5.05–$5.15, above the cited $4.98 consensus. Earnings report
• Positive Sentiment: The company authorized a $1 billion share buyback, which could support per-share results and signal confidence in the business. Buyback announcement
• Neutral Sentiment: Shift4 outlined mid- to high-single-digit organic growth for 2027 and a fourth-quarter gross revenue less network fees outlook of $625 million–$640 million. Investors will weigh that growth outlook against the company’s longer-term expectations. Growth outlook
• Negative Sentiment: The earnings beat did not prevent a sharp selloff: reports said third-quarter sales missed expectations, raising concern about growth and overshadowing stronger EPS and guidance. Sales and stock reaction
• Negative Sentiment: Several firms cut their price targets on FOUR, including RBC ($67 to $49), Wells Fargo ($59 to $46), Susquehanna ($63 to $56), and B. Riley ($94 to $77). Their ratings remained positive or bullish, but the broad reductions suggest more cautious assumptions about upside. RBC rating

About Shift4 Payments

Shift4 Payments, Inc (NYSE: FOUR) is a payment technology company that provides integrated commerce solutions for businesses and organizations. Its platform supports payment acceptance across in-person, online and mobile channels, combining payment processing with point-of-sale, commerce management and reporting tools.

The company serves merchants and enterprises in industries including restaurants, hospitality, hotels, sports and entertainment venues, gaming, retail and e-commerce. Its offerings include payment gateways, point-of-sale systems, mobile and contactless payment capabilities, fraud prevention, chargeback management and business analytics.