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FOUR Shift4 Payments, Inc.

USTechnology
$50.40+2.24%OpenMarket Cap: $4.59B

As of 2026-07-10 11:57

Why FOUR matters now

Shift4 Payments, Inc. (FOUR) is a US stock in Technology. The latest InvestLog snapshot shows $50.40 with +2.24% on the session and $4.59B in market capitalization; recent performance reads 1-month -3.83% and YTD -37.40%.

The latest financial table shown here is Q1 2026, with revenue of $1.12B, net income of $15.0M, and EPS of $-0.01. Investors can compare that operating picture with valuation signals such as P/E 43.49 and FCF yield 17.1%.

The latest indexable market news headline is "Shift4 Payments Is No Longer Only A Payment Company: A Dominant, Structurally Protected Niche" from Seeking Alpha.

Additional event context on this page matters because analyst consensus is Hold with a median target of $67.00; recent insider activity includes Disman Nancy filing A-Award. These signals are research inputs, not a recommendation.

Valuation

P/E (TTM)

43.49

PEG

P/B

1.76

P/S

0.81

EV/EBITDA

9.00

DCF Value

$312.30

FCF Yield

17.1%

Div Yield

0.0%

Margins & Returns

Gross Margin

35.1%

Operating Margin

8.4%

Net Margin

2.3%

ROE

6.4%

ROA

1.2%

ROIC

4.3%

Financials

PeriodRevenueNet IncomeEPS
Q1 2026$1.12B$15.0M$-0.01
Q4 2025$1.19B$25.0M$0.37
FY 2025$4.18B$119.0M$1.08
Q3 2025$1.18B$28.1M$0.14

Analyst Ratings

Consensus

Hold

Target (Consensus)

$67.62

Target (Median)

$67.00

Target Range

$45.00 - $101.00

Strong Buy: 2Buy: 9Hold: 13Sell: 0Strong Sell: 0
Truist SecuritiesHold
2026-05-27
DA DavidsonBuy
2026-05-12
Keefe, Bruyette & WoodsMarket Perform
2026-05-08
RBC CapitalOutperform
2026-05-08
BTIGBuy
2026-05-07

Trading Activity

Insider Trades

Disman Nancydirector
Sell2026-06-17
Halkyard Jonathan Sdirector
Sell2026-06-17
Davis Karen Roterdirector
Sell2026-06-17
Dallaire Sethdirector
Sell2026-06-17
Goldsmith-Grover Sarahdirector
Sell2026-06-17

Company Info

Sector

Technology

Industry

Software - Infrastructure

Country

US

Exchange

Beta

1.42

Shift4 Payments, Inc. delivers comprehensive integrated payment processing and technology solutions across the United States. The company facilitates omni-channel card acceptance and processing, encompassing traditional credit and debit cards, contactless payments, EMV, QR Pay, mobile wallets, and various alternative payment methods. Their offerings include a proprietary omni-channel gateway, merchant acquiring services, and both integrated and mobile point-of-sale (POS) systems. Key features also comprise robust security solutions like tokenization and fraud prevention, alongside risk and chargeback management. Furthermore, they provide insightful reporting and analytical tools, web-store development services (including design, hosting, shopping cart management, and fulfillment integration), and gift card solutions. Shift4's specialized platforms cater to diverse business needs. VenueNext empowers stadium and entertainment venues with mobile ordering, countertop POS, self-service kiosks, and digital wallet functionality to manage food, merchandise, and loyalty programs. Shift4Shop provides full-suite e-commerce solutions, featuring website builders, shopping carts, product catalogs, order management, marketing tools, search engine optimization, and secure hosting. Additionally, Lighthouse serves as a cloud-based business intelligence tool offering customer engagement, social media management, online reputation monitoring, scheduling, and pricing insights, while SkyTab provides integrated hybrid-cloud POS and mobile payment solutions. The company also supports seamless integrations with third-party applications via its marketplace technology. Beyond these products, Shift4 offers extensive merchant support services, covering underwriting, onboarding, activation, training, risk management, and ongoing assistance. They also provide software integration, compliance management, and comprehensive partner support. Established in 1999, Shift4 Payments is headquartered in Allentown, Pennsylvania.