Wells Fargo & Company Has Lowered Expectations for Shift4 Payments (NYSE:FOUR) Stock Price

Key Points

• Wells Fargo cut its Shift4 Payments price target from $59 to $46 while maintaining an “overweight” rating; the new target implied 8.13% upside from the prior close.
• Analyst views are mixed: MarketBeat reported a consensus “Hold” rating and average price target of $54.68, with 11 Buy, 10 Hold, and 2 Sell ratings.
• Shift4 reported quarterly EPS of $1.49, above the $1.36 estimate, and revenue growth of 10% year over year. The company guided to FY 2026 EPS of $5.05–$5.15.

Shift4 Payments (NYSE:FOUR - Get Free Report) had its target price reduced by equities research analysts at Wells Fargo & Company from $59.00 to $46.00 in a note issued to investors on Friday, Benzinga reports. The firm currently has an "overweight" rating on the stock. Wells Fargo & Company's price objective suggests a potential upside of 8.13% from the stock's previous close.

FOUR has been the topic of several other research reports. Zacks Research lowered shares of Shift4 Payments from a "hold" rating to a "strong sell" rating in a report on Tuesday, September 8th. UBS Group reduced their target price on Shift4 Payments from $60.00 to $52.00 and set a "buy" rating for the company in a research note on Friday, August 7th. DA Davidson decreased their target price on Shift4 Payments from $74.00 to $68.00 and set a "buy" rating for the company in a research report on Monday, August 10th. Morgan Stanley set a $46.00 target price on Shift4 Payments in a research report on Friday, August 7th. Finally, Weiss Ratings downgraded Shift4 Payments from a "sell (d+)" rating to a "sell (d)" rating in a research note on Tuesday, August 11th. Eleven research analysts have rated the stock with a Buy rating, ten have given a Hold rating and two have assigned a Sell rating to the company's stock. According to data from MarketBeat, the company currently has a consensus rating of "Hold" and an average target price of $54.68.

Shift4 Payments Stock Down 0.6%

Shares of Shift4 Payments stock traded down $0.25 during trading on Friday, reaching $42.54. 702,000 shares of the company traded hands, compared to its average volume of 2,018,396. The company has a debt-to-equity ratio of 2.59, a current ratio of 1.21 and a quick ratio of 1.21. Shift4 Payments has a 1-year low of $34.56 and a 1-year high of $75.35. The company has a 50 day moving average price of $40.31 and a 200-day moving average price of $46.06. The firm has a market capitalization of $3.36 billion, a PE ratio of 70.52, a P/E/G ratio of 0.73 and a beta of 1.50.

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

Institutional Inflows and Outflows

Institutional investors have recently bought and sold shares of the business. Rice Hall James & Associates LLC lifted its holdings 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 valued at $37,071,000 after purchasing an additional 183,938 shares in the last quarter. Private Management Group Inc. boosted its position in shares of 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 last quarter. Schwartz Investment Counsel Inc. boosted its position in shares of 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 last quarter. Spyglass Capital Management LLC boosted its position in shares of Shift4 Payments by 4.7% during the second quarter. Spyglass Capital Management LLC now owns 1,833,803 shares of the company's stock valued at $89,196,000 after buying an additional 82,663 shares during the last quarter. Finally, Readystate Asset Management LP grew its holdings in Shift4 Payments by 530.2% during the second quarter. Readystate Asset Management LP now owns 86,082 shares of the company's stock worth $4,187,000 after buying an additional 72,422 shares in the last quarter. Institutional investors and hedge funds own 98.87% of the company's stock.

Trending Headlines about Shift4 Payments

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

Shift4 Payments Company Profile

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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