Key Points
- Jared Isaacman bought 43,827 shares on March 10 at $45.75 for $2,005,085.25, increasing his stake to 1,410,727 shares (a 3.21% rise); together with three purchases in late Feb–early Mar he has accumulated roughly $17.7 million of FOUR stock.
- Shift4 beat Q4 expectations with $1.60 EPS (vs. $1.56 est.) and reported revenue up 50.6% YoY to $610M, while the stock (market cap $4.18B) carries a consensus "Moderate Buy" target of $79.89 amid mixed analyst ratings.
Shift4 Payments, Inc. (NYSE:FOUR - Get Free Report) major shareholder Jared Isaacman bought 43,827 shares of the company's 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 transaction, the insider owned 1,410,727 shares in the company, valued at approximately $64,540,760.25. This represents a 3.21% increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Large shareholders that own more than 10% of a company's shares are required to disclose their transactions with the SEC.
Jared Isaacman also recently made the following trade(s):
- On Monday, March 2nd, Jared Isaacman bought 45,693 shares of Shift4 Payments stock. The stock was acquired at an average cost of $43.83 per share, with a total value of $2,002,724.19.
- On Friday, February 27th, Jared Isaacman acquired 159,244 shares of Shift4 Payments stock. The stock was acquired at an average cost of $44.15 per share, for a total transaction of $7,030,622.60.
- On Thursday, February 26th, Jared Isaacman acquired 136,993 shares of Shift4 Payments stock. The stock was acquired at an average price of $48.38 per share, with a total value of $6,627,721.34.
Shift4 Payments Trading Up 0.7%
Shares of Shift4 Payments stock opened at $47.22 on Thursday. The firm has a market cap of $4.18 billion, a PE ratio of 44.97, a P/E/G ratio of 0.35 and a beta of 1.65. Shift4 Payments, Inc. has a 1 year low of $43.32 and a 1 year high of $108.50. The company has a debt-to-equity ratio of 4.66, a current ratio of 1.66 and a quick ratio of 1.66. The stock has a fifty day moving average price of $58.40 and a 200-day moving average price of $69.27.
Shift4 Payments (NYSE:FOUR - Get Free Report) last posted its quarterly earnings results on Thursday, February 26th. The company reported $1.60 earnings per share for the quarter, beating the consensus estimate of $1.56 by $0.04. Shift4 Payments had a net margin of 2.84% and a return on equity of 39.27%. The company had revenue of $610.00 million during the quarter, compared to analyst estimates of $1.20 billion. During the same quarter in the prior year, the business earned $1.35 earnings per share. The firm's revenue for the quarter was up 50.6% on a year-over-year basis. Shift4 Payments has set its FY 2026 guidance at 5.500-5.700 EPS. Equities research analysts anticipate that Shift4 Payments, Inc. will post 3.7 EPS for the current year.
Wall Street Analysts Forecast Growth
FOUR has been the topic of a number of research reports. Freedom Capital cut shares of Shift4 Payments from a "strong-buy" rating to a "hold" rating in a report on Friday, February 27th. Weiss Ratings reissued a "hold (c)" rating on shares of Shift4 Payments in a report on Monday, December 29th. Wells Fargo & Company decreased their target price on Shift4 Payments from $77.00 to $55.00 and set an "equal weight" rating for the company in a research report on Friday, February 27th. Raymond James Financial restated a "strong-buy" rating and issued a $67.00 target price on shares of Shift4 Payments in a research note on Thursday, February 26th. Finally, Keefe, Bruyette & Woods cut their price target on Shift4 Payments from $72.00 to $60.00 and set a "market perform" rating for the company in a research note on Friday, February 27th. One investment analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and nine have issued a Hold rating to the company's stock. According to data from MarketBeat, the stock has an average rating of "Moderate Buy" and a consensus target price of $79.89.
Get Our Latest Report on Shift4 Payments
Institutional Inflows and Outflows
A number of hedge funds have recently bought and sold shares of the business. Allworth Financial LP lifted its position in shares of Shift4 Payments by 410.9% during the second quarter. Allworth Financial LP now owns 281 shares of the company's stock worth $28,000 after acquiring an additional 226 shares in the last quarter. Advisors Asset Management Inc. grew its position in shares of Shift4 Payments by 100.0% in the first quarter. Advisors Asset Management Inc. now owns 434 shares of the company's stock valued at $35,000 after purchasing an additional 217 shares in the last quarter. Hantz Financial Services Inc. grew its position in shares of Shift4 Payments by 148.1% in the third quarter. Hantz Financial Services Inc. now owns 526 shares of the company's stock valued at $41,000 after purchasing an additional 314 shares in the last quarter. Empowered Funds LLC bought a new stake in shares of Shift4 Payments during the 4th quarter valued at $43,000. Finally, Vestcor Inc purchased a new stake in Shift4 Payments during the 3rd quarter worth about $45,000. 98.87% of the stock is currently owned by hedge funds and other institutional investors.
About Shift4 Payments
(
Get Free Report)
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.
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