Shift4 Payments (NYSE:FOUR) Stock Price Target Cut by Royal Bank Of Canada

Key Points

• Royal Bank of Canada cut its Shift4 Payments price target to $49 from $67 but maintained an “outperform” rating; the new target implies 10.93% upside from the prior close.
• Other analysts have also lowered targets, while recommendations remain mixed: 11 Buy, 10 Hold and 2 Sell ratings, with a consensus target of $53.86.
• Shift4 beat quarterly EPS estimates, reporting $1.49 per share versus $1.36 expected, and revenue rose 10% year over year to $1.32 billion. The article also notes the company missed sales expectations, despite raising its 2026 EPS guidance to $5.05–$5.15.

Shift4 Payments (NYSE:FOUR - Get Free Report) had its price objective dropped by analysts at Royal Bank Of Canada from $67.00 to $49.00 in a research note issued to investors on Friday, Benzinga reports. The firm currently has an "outperform" rating on the stock. Royal Bank Of Canada's price target indicates a potential upside of 10.93% from the company's previous close.

FOUR has been the topic of a number of other research reports. BTIG Research decreased their target price on shares of Shift4 Payments from $60.00 to $50.00 and set a "buy" rating on the stock in a research note on Tuesday, October 13th. Wells Fargo & Company dropped their price target on shares of Shift4 Payments from $59.00 to $46.00 and set an "overweight" rating for the company in a research report on Friday. The Goldman Sachs Group set a $48.00 price objective on shares of Shift4 Payments in a research note on Friday, August 7th. DA Davidson decreased their price objective 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. Finally, Raymond James Financial lowered their target price on shares of Shift4 Payments from $51.00 to $50.00 and set an "outperform" rating on the stock in a research note on Tuesday, October 13th. Eleven research 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. Based on data from MarketBeat.com, the company presently has an average rating of "Hold" and a consensus price target of $53.86.

Shift4 Payments Stock Performance

NYSE FOUR traded up $1.38 on Friday, hitting $44.17. 2,081,028 shares of the company traded hands, compared to its average volume of 2,025,290. The company has a market capitalization of $3.49 billion, a price-to-earnings ratio of 73.38, a P/E/G ratio of 0.73 and a beta of 1.50. 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 business's 50 day moving average price is $40.31 and its 200-day moving average price is $46.06. Shift4 Payments has a 52-week low of $34.56 and a 52-week high of $75.35.

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

Institutional Investors Weigh In On Shift4 Payments

Several large investors have recently made changes to their positions in FOUR. Rice Hall James & Associates LLC grew its position in 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 acquiring an additional 183,938 shares in the last quarter. Private Management Group Inc. raised its position 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 purchasing an additional 178,734 shares during the period. Schwartz Investment Counsel Inc. raised its position 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 purchasing an additional 159,000 shares during the period. Spyglass Capital Management LLC lifted its stake in shares of Shift4 Payments by 4.7% in the 2nd 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 last quarter. Finally, Readystate Asset Management LP lifted its stake in shares of Shift4 Payments by 530.2% in the 2nd quarter. Readystate Asset Management LP now owns 86,082 shares of the company's stock valued at $4,187,000 after purchasing an additional 72,422 shares during the last quarter. 98.87% of the stock is owned by institutional investors.

Trending Headlines about Shift4 Payments

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

• Positive Sentiment: Shift4 earned $1.49 per share, beating consensus, and raised its 2026 EPS outlook to $5.05–$5.15, above the cited $4.98 estimate. Zacks earnings report
• Positive Sentiment: The company authorized a $1 billion share-repurchase plan, which could support shareholder returns. Share buyback announcement
• Positive Sentiment: Management expects mid- to high-single-digit organic GRLNF growth in 2027 and provided a $625 million–$640 million fourth-quarter GRLNF outlook. Growth outlook
• Negative Sentiment: Despite the earnings beat and 10% year-over-year revenue growth, Shift4 missed Q3 sales expectations—a likely source of the sharp selling after results. Q3 sales report
• Negative Sentiment: Several firms lowered price targets: Wells Fargo cut its target to $46 from $59, Susquehanna to $56 from $63, and B. Riley to $77 from $94. Their ratings remain positive or overweight, but the reductions suggest a more cautious valuation outlook. Analyst target update

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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