Shift4 Payments (NYSE:FOUR) Price Target Cut to $46.00 by Analysts at Wells Fargo & Company

Shift4 Payments (NYSE:FOUR) had its price target decreased by analysts at Wells Fargo & Company from $59.00 to $46.00 in a report issued on Friday, Benzinga reports. The brokerage currently has an “overweight” rating on the stock. Wells Fargo & Company‘s price target indicates a potential upside of 8.13% from the stock’s current price.

A number of other equities analysts also recently weighed in on the company. Truist Financial cut their target price on Shift4 Payments from $49.00 to $42.00 and set a “hold” rating on the stock in a research note on Friday, October 23rd. B. Riley Financial reduced their target price on Shift4 Payments from $96.00 to $94.00 and set a “buy” rating for the company in a report on Tuesday, October 6th. Bank of America began coverage on Shift4 Payments in a report on Thursday, October 15th. They set a “neutral” rating and a $42.00 price target on the stock. Raymond James Financial cut their price objective on Shift4 Payments from $51.00 to $50.00 and set an “outperform” rating on the stock in a research report on Tuesday, October 13th. Finally, Royal Bank Of Canada restated an “outperform” rating and issued a $67.00 price objective on shares of Shift4 Payments in a research note on Friday, September 11th. Eleven analysts have rated the stock with a Buy rating, ten have given a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat.com, Shift4 Payments presently has an average rating of “Hold” and a consensus price target of $54.68.

Shift4 Payments Stock Down 0.6%

Shares of FOUR traded down $0.25 during trading hours on Friday, reaching $42.54. 702,000 shares of the stock traded hands, compared to its average volume of 2,018,396. 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 stock has a fifty day simple moving average of $40.31 and a 200 day simple moving average of $46.06. Shift4 Payments has a 52 week low of $34.56 and a 52 week high of $75.35. The company has a market cap of $3.36 billion, a price-to-earnings ratio of 70.52, a PEG ratio of 0.73 and a beta of 1.50.

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

Institutional Investors Weigh In On Shift4 Payments

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in FOUR. Spyglass Capital Management LLC raised its position in shares of Shift4 Payments by 4.7% in the second quarter. Spyglass Capital Management LLC now owns 1,833,803 shares of the company’s stock valued at $89,196,000 after purchasing an additional 82,663 shares during the period. Rice Hall James & Associates LLC raised its position in shares of Shift4 Payments by 27.7% in the first quarter. Rice Hall James & Associates LLC now owns 847,726 shares of the company’s stock worth $37,071,000 after buying an additional 183,938 shares in the last quarter. Private Management Group Inc. boosted its stake in Shift4 Payments by 24.3% during the third quarter. Private Management Group Inc. now owns 913,959 shares of the company’s stock valued at $33,058,000 after buying an additional 178,734 shares during the period. Schwartz Investment Counsel Inc. boosted its stake in Shift4 Payments by 55.5% during the first quarter. Schwartz Investment Counsel Inc. now owns 445,691 shares of the company’s stock valued at $19,490,000 after buying an additional 159,000 shares during the period. Finally, Principal Financial Group Inc. grew its position in Shift4 Payments by 5.0% during the first quarter. Principal Financial Group Inc. now owns 151,954 shares of the company’s stock worth $6,645,000 after buying an additional 7,214 shares in the last quarter. 98.87% of the stock is currently owned by institutional investors.

More Shift4 Payments News

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

• Positive Sentiment: Shift4 raised its FY 2026 adjusted EPS guidance to $5.05–$5.15, above the $4.98 consensus estimate. Q3 EPS of $1.49 also beat expectations, while revenue grew 10% year over year. Zacks Q3 earnings coverage
• Positive Sentiment: The company authorized a $1 billion share buyback, which could support per-share results and signal confidence in its outlook. Buyback announcement
• Positive Sentiment: Shift4 projected mid- to high-single-digit organic growth in gross revenue less network fees (GRLNF) for 2027 and forecast Q4 GRLNF of $625 million–$640 million. Growth outlook
• Neutral Sentiment: Susquehanna lowered its price target from $63 to $56 but kept a positive rating, indicating it still sees potential upside from the prevailing share price. Susquehanna rating
• Negative Sentiment: Despite the EPS beat, Q3 sales missed expectations, a concern that overshadowed stronger earnings and contributed to pressure on the stock. Q3 sales miss report

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.