Shift4 Payments (NYSE:FOUR) Announces FY 2026 Earnings Guidance

Key Points

• Shift4 Payments guided to FY 2026 EPS of $5.05–$5.15, above analysts’ consensus estimate of $4.98.
• Third-quarter EPS was $1.49, beating estimates of $1.35–$1.36 and rising from $1.47 a year earlier; revenue grew 10% year over year.
• Analysts’ consensus rating was Hold, with an average price target of $56.36. Shares fell $1.90 to $42.92 in Thursday’s midday trading.

Shift4 Payments (NYSE:FOUR - Get Free Report) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share guidance of 5.050-5.150 for the period, compared to the consensus estimate of 4.980.

Analysts Set New Price Targets

A number of brokerages have weighed in on FOUR. Truist Financial decreased their target price on Shift4 Payments from $49.00 to $42.00 and set a "hold" rating for the company in a research report on Friday, October 23rd. Royal Bank Of Canada reissued an "outperform" rating and issued a $67.00 price objective on shares of Shift4 Payments in a report on Friday, September 11th. Mizuho cut their target price on shares of Shift4 Payments from $55.00 to $46.00 and set an "outperform" rating for the company in a research report on Thursday, September 24th. Bank of America initiated coverage on shares of Shift4 Payments in a report on Thursday, October 15th. They set a "neutral" rating and a $42.00 target price for the company. Finally, The Goldman Sachs Group set a $48.00 price target on shares of Shift4 Payments in a research report on Friday, August 7th. Eleven investment analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and two have issued a Sell rating to the company's stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of "Hold" and an average price target of $56.36.

Shift4 Payments Stock Performance

FOUR traded down $1.90 during midday trading on Thursday, reaching $42.92. The company had a trading volume of 7,843,638 shares, compared to its average volume of 2,025,583. The company has a quick ratio of 1.21, a current ratio of 1.21 and a debt-to-equity ratio of 2.59. The business has a 50-day moving average of $40.37 and a two-hundred day moving average of $46.17. The company has a market cap of $3.39 billion, a P/E ratio of 71.54, a P/E/G ratio of 0.67 and a beta of 1.50. Shift4 Payments has a 1 year low of $34.56 and a 1 year high of $76.09.

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

More Shift4 Payments News

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

• Positive Sentiment: Shift4 reported third-quarter EPS of $1.49, above analyst estimates of $1.35–$1.36 and up from $1.47 a year earlier. Revenue grew 10% year over year. Shift4 Payments Tops Q3 Earnings Estimates
• Positive Sentiment: The company guided to FY 2026 EPS of $5.05–$5.15, above the $4.98 consensus estimate. A report also cited strong free-cash-flow guidance. Why Shift4 Payments Stock Crashed Today
• Positive Sentiment: Shift4 authorized a share buyback plan, which may support shareholder returns; the available report did not specify its size. Shift4 Authorizes a Buyback Plan
• Negative Sentiment: Reports said third-quarter sales fell short of expectations, prompting a negative market reaction and overshadowing the EPS beat and stronger guidance. Shift4 Misses Q3 2026 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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