Jared Isaacman Buys 159,244 Shares of Shift4 Payments (NYSE:FOUR) Stock

Shift4 Payments, Inc. (NYSE:FOUR) major shareholder Jared Isaacman purchased 159,244 shares of the firm’s stock in a transaction on Friday, February 27th. The shares were purchased at an average cost of $44.15 per share, for a total transaction of $7,030,622.60. Following the completion of the purchase, the insider directly owned 1,321,207 shares in the company, valued at $58,331,289.05. The trade was a 13.70% increase in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Major shareholders that own more than 10% of a company’s stock are required to disclose their sales and purchases with the SEC.

Jared Isaacman also recently made the following trade(s):

• On Thursday, February 26th, Jared Isaacman acquired 136,993 shares of Shift4 Payments stock. The shares were purchased at an average cost of $48.38 per share, for a total transaction of $6,627,721.34.

Shift4 Payments Stock Up 6.3%

Shares of NYSE FOUR opened at $49.88 on Wednesday. The firm has a market cap of $4.42 billion, a P/E ratio of 47.50, a price-to-earnings-growth ratio of 0.41 and a beta of 1.65. The company has a debt-to-equity ratio of 4.66, a quick ratio of 1.38 and a current ratio of 1.66. Shift4 Payments, Inc. has a 1 year low of $43.32 and a 1 year high of $108.50. The firm’s 50 day moving average price is $60.44 and its 200 day moving average price is $70.92.

Shift4 Payments (NYSE:FOUR) last issued its quarterly earnings results on Thursday, February 26th. The company reported $1.60 earnings per share for the quarter, topping analysts’ consensus estimates of $1.56 by $0.04. The company had revenue of $1.19 billion 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 for the quarter was up 50.6% compared to the same quarter last year. During the same quarter in the prior year, the company posted $1.35 EPS. Shift4 Payments has set its FY 2026 guidance at 5.500-5.700 EPS. As a group, sell-side analysts anticipate that Shift4 Payments, Inc. will post 3.7 earnings per share for the current year.

Analyst Upgrades and Downgrades

Several research analysts have recently weighed in on FOUR shares. Weiss Ratings reiterated a “hold (c)” rating on shares of Shift4 Payments in a report on Monday, December 29th. Keefe, Bruyette & Woods dropped their price target on shares of Shift4 Payments from $72.00 to $60.00 and set a “market perform” rating for the company in a research report on Friday, February 27th. Freedom Capital downgraded shares of Shift4 Payments from a “strong-buy” rating to a “hold” rating in a research note on Friday, February 27th. BTIG Research lowered their price objective on shares of Shift4 Payments from $105.00 to $80.00 and set a “buy” rating for the company in a research note on Thursday, February 26th. Finally, Benchmark dropped their price objective on Shift4 Payments from $100.00 to $67.00 and set a “buy” rating for the company in a report on Monday. One investment analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and nine have given a Hold rating to the company. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $80.42.

More Shift4 Payments News

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

• Positive Sentiment: Major insider buying — Jared Isaacman (a >10% holder) materially increased his position with two recent purchases (≈136,993 shares at ~$48.38 and 159,244 shares at ~$44.15). Big insider buys from a controlling holder signal confidence in the business and likely supported the stock. SEC filing: Jared Isaacman insider buys
• Positive Sentiment: Top‑tier firm keeps Buy stance — B. Riley trimmed its target after Q4 but retained a Buy and a $120 target, maintaining a clear institutional bulls’ endorsement that supports upside narratives. B. Riley reduces target to $120
• Neutral Sentiment: DA Davidson trimmed its price target (from $104 to $82) but kept a Buy — a downshift in target that still signals medium‑term confidence; mixed analyst signals often create volatility rather than a clear directional drive. DA Davidson PT cut to $82
• Neutral Sentiment: Management presentation at Raymond James — the conference transcript (management Q&A) provides detail on growth drivers and margin outlook but did not produce a clear catalyst on its own. Investors may parse the transcript for incremental guidance color. Raymond James presentation transcript
• Negative Sentiment: Goldman Sachs re‑rated to Neutral and cut its price target sharply (to $56) — a notable analyst downgrade that likely pressured sentiment and boosted intraday selling pressure before the insider buys countered it. Goldman Sachs cuts to Neutral, PT $56
• Negative Sentiment: Shareholder investigation announced — Purcell & Lefkowitz launched an inquiry into possible board fiduciary breaches tied to recent corporate actions; legal scrutiny increases uncertainty and risk premium. PR Newswire: shareholder investigation
• Negative Sentiment: Wider analyst downgrades and target trims — several firms have lowered expectations or moved to Hold, adding aggregate downward analyst pressure that can keep the stock range‑bound until clearer earnings/guidance follow‑through. Analyst downgrades/expectations lowered

Hedge Funds Weigh In On Shift4 Payments

A number of hedge funds have recently made changes to their positions in the business. Advisors Asset Management Inc. boosted its position in Shift4 Payments by 29.5% during the 2nd quarter. Advisors Asset Management Inc. now owns 562 shares of the company’s stock worth $56,000 after purchasing an additional 128 shares during the period. Main Management ETF Advisors LLC lifted its stake in shares of Shift4 Payments by 1.7% during the second quarter. Main Management ETF Advisors LLC now owns 8,063 shares of the company’s stock worth $799,000 after purchasing an additional 132 shares in the last quarter. Amalgamated Bank boosted its position in shares of Shift4 Payments by 0.4% in the second quarter. Amalgamated Bank now owns 32,173 shares of the company’s stock worth $3,189,000 after buying an additional 136 shares during the period. PNC Financial Services Group Inc. grew its stake in shares of Shift4 Payments by 1.0% in the second quarter. PNC Financial Services Group Inc. now owns 13,301 shares of the company’s stock valued at $1,318,000 after buying an additional 136 shares in the last quarter. Finally, GAMMA Investing LLC grew its stake in shares of Shift4 Payments by 25.9% in the fourth quarter. GAMMA Investing LLC now owns 860 shares of the company’s stock valued at $54,000 after buying an additional 177 shares in the last quarter. Hedge funds and other institutional investors own 98.87% of the company’s stock.

Shift4 Payments Company 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.