Shift4 Payments (NYSE:FOUR) Given New $56.00 Price Target at Susquehanna

Key Points

• Susquehanna lowered its Shift4 Payments price target from $63 to $56 while maintaining a “positive” rating; the new target implies 30.46% upside from the stock’s current price.
• Analyst sentiment is mixed: 11 analysts rate the stock a Buy, 10 a Hold and two a Sell. MarketBeat reports a consensus “Hold” rating and an average price target of $56.05.
• Shift4 reported quarterly EPS of $1.49, beating the $1.36 consensus, and set FY2026 EPS guidance at $5.05–$5.15.

Shift4 Payments (NYSE:FOUR - Get Free Report) had its price target reduced by Susquehanna from $63.00 to $56.00 in a research note issued on Friday, Benzinga reports. The firm currently has a "positive" rating on the stock. Susquehanna's target price points to a potential upside of 30.46% from the stock's current price.

FOUR has been the subject of several other reports. Royal Bank Of Canada reissued an "outperform" rating and set a $67.00 target price on shares of Shift4 Payments in a research note on Friday, September 11th. DA Davidson decreased their price target on shares of Shift4 Payments from $74.00 to $68.00 and set a "buy" rating on the stock in a research report on Monday, August 10th. Morgan Stanley set a $46.00 price target on Shift4 Payments in a report on Friday, August 7th. Weiss Ratings cut Shift4 Payments from a "sell (d+)" rating to a "sell (d)" rating in a report on Tuesday, August 11th. Finally, UBS Group cut their price objective on Shift4 Payments from $60.00 to $52.00 and set a "buy" rating for the company in a research report on Friday, August 7th. Eleven investment analysts have rated the stock with a Buy rating, ten have given a Hold rating and two have given a Sell rating to the company's stock. According to data from MarketBeat, the stock has a consensus rating of "Hold" and an average price target of $56.05.

Shift4 Payments Price Performance

Shares of Shift4 Payments stock opened at $42.92 on Friday. 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 company's 50-day moving average price is $40.31 and its two-hundred day moving average price is $46.06. Shift4 Payments has a 52 week low of $34.56 and a 52 week high of $76.09. The stock has a market cap of $3.39 billion, a PE ratio of 71.54, a price-to-earnings-growth ratio of 0.73 and a beta of 1.50.

Shift4 Payments (NYSE:FOUR - Get Free Report) last posted its quarterly earnings data on Thursday, November 5th. The company reported $1.49 earnings per share for the quarter, beating 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 company had revenue of $1.32 billion during the quarter, compared to analyst estimates of $652.39 million. During the same quarter last year, the firm posted $1.47 EPS. The business's revenue for the quarter was up 10.0% on a year-over-year basis. Shift4 Payments has set its FY 2026 guidance at 5.050-5.150 EPS. As a group, sell-side analysts anticipate that Shift4 Payments will post 4.11 EPS for the current fiscal year.

Hedge Funds Weigh In On Shift4 Payments

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Versant Capital Management Inc purchased a new position in Shift4 Payments during the second quarter valued at approximately $34,000. Cassaday & Co Wealth Management LLC purchased a new stake in Shift4 Payments in the 1st quarter worth approximately $87,000. Nykredit A S purchased a new stake in Shift4 Payments in the 2nd quarter worth approximately $132,000. Syon Capital LLC acquired a new stake in shares of Shift4 Payments during the 2nd quarter valued at $201,000. Finally, Engineers Gate Manager LP acquired a new stake in shares of Shift4 Payments during the 2nd quarter valued at $215,000. Institutional investors and hedge funds own 98.87% of the company's stock.

More Shift4 Payments News

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

• Positive Sentiment: Q3 EPS was $1.49, topping the $1.35–$1.36 analyst estimate and up from $1.47 a year earlier. Shift4 raised its 2026 EPS guidance to $5.05–$5.15, above the cited $4.98 consensus. Q3 earnings beat
• Positive Sentiment: The company authorized a $1 billion share repurchase program, which could support shareholder returns and signal management confidence. Share buyback announcement
• Neutral Sentiment: Shift4 expects Q4 gross revenue less network fees (GRLNF) of $625 million–$640 million and forecasts mid- to high-single-digit organic GRLNF growth in 2027. This provides visibility, though investors may focus on the pace of growth. 2027 outlook
• Negative Sentiment: Despite the EPS beat, reports said Q3 sales missed expectations, a likely reason FOUR came under pressure after results. The gap between stronger earnings and weaker sales momentum may leave investors cautious about future growth. Q3 sales expectations

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.

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