Shift4 Payments (FOUR) Projected to Post Earnings on Thursday

Key Points

• Shift4 Payments will report Q1 2026 results before the market opens on May 7, with analysts expecting $0.99 EPS and $1.0876 billion in revenue, and the company guiding FY2026 EPS 5.500–5.700.
• In the prior quarter Shift4 beat on EPS ($1.60 vs. $1.56 consensus) and reported revenue up 50.6% year‑over‑year, but the stock trades around $45 with a consensus "Hold" rating and a $72.76 price target.
• Major insider buying was reported — Jared Isaacman purchased 43,827 shares — insiders now own about 25.15% of shares, while institutional investors/hedge funds hold roughly 98.87% of the stock.

Shift4 Payments (NYSE:FOUR - Get Free Report) is anticipated to release its Q1 2026 results before the market opens on Thursday, May 7th. Analysts expect Shift4 Payments to post earnings of $0.99 per share and revenue of $1.0876 billion for the quarter. Shift4 Payments has set its FY 2026 guidance at 5.500-5.700 EPS. Parties may visit the the company's upcoming Q1 2026 earning results page for the latest details on the call scheduled for Thursday, May 7, 2026 at 8:30 AM ET.

Shift4 Payments (NYSE:FOUR - Get Free Report) last issued its quarterly earnings data on Thursday, February 26th. The company reported $1.60 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.56 by $0.04. Shift4 Payments had a net margin of 2.84% and a return on equity of 39.27%. The business had revenue of $610.00 million for the quarter, compared to the consensus estimate of $1.20 billion. During the same period in the previous year, the firm earned $1.35 EPS. The company's quarterly revenue was up 50.6% compared to the same quarter last year. On average, analysts expect Shift4 Payments to post $5 EPS for the current fiscal year and $6 EPS for the next fiscal year.

Shift4 Payments Stock Down 2.7%

Shares of NYSE FOUR opened at $45.00 on Thursday. The firm has a fifty day simple moving average of $46.97 and a two-hundred day simple moving average of $59.69. Shift4 Payments has a 12 month low of $39.90 and a 12 month high of $108.50. The company has a current ratio of 1.66, a quick ratio of 1.66 and a debt-to-equity ratio of 4.66. The firm has a market capitalization of $3.66 billion, a PE ratio of 42.86, a price-to-earnings-growth ratio of 0.50 and a beta of 1.60.

Analysts Set New Price Targets

A number of analysts have recently commented on FOUR shares. Deutsche Bank Aktiengesellschaft cut shares of Shift4 Payments from a "buy" rating to a "hold" rating and dropped their target price for the company from $100.00 to $65.00 in a report on Thursday, January 15th. BMO Capital Markets began coverage on Shift4 Payments in a research report on Tuesday, April 21st. They set a "market perform" rating and a $50.00 price objective for the company. Oppenheimer lowered their price target on Shift4 Payments from $112.00 to $98.00 and set an "outperform" rating for the company in a research report on Monday, January 12th. Benchmark dropped their price target on shares of Shift4 Payments from $100.00 to $67.00 and set a "buy" rating on the stock in a research note on Monday, March 2nd. Finally, BTIG Research cut their price target on shares of Shift4 Payments from $80.00 to $70.00 and set a "buy" rating on the stock in a report on Thursday, March 5th. Eleven equities research analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has given a Sell rating to the company's stock. According to data from MarketBeat, Shift4 Payments has a consensus rating of "Hold" and a consensus price target of $72.76.

Insider Buying and Selling

In related news, major shareholder Jared Isaacman bought 43,827 shares of the business's stock in a transaction on Tuesday, March 10th. The stock was acquired at an average price of $45.75 per share, with a total value of $2,005,085.25. Following the transaction, the insider owned 1,410,727 shares in the company, valued at approximately $64,540,760.25. This trade represents a 3.21% increase in their position. The purchase was disclosed in a filing with the SEC, which is accessible through this link. Over the last ninety days, insiders have purchased 385,757 shares of company stock valued at $17,666,153. Insiders own 25.15% of the company's stock.

Institutional Trading of Shift4 Payments

A number of hedge funds have recently bought and sold shares of the company. Wasatch Advisors LP lifted its holdings in Shift4 Payments by 10.1% in the fourth quarter. Wasatch Advisors LP now owns 6,778,925 shares of the company's stock valued at $426,869,000 after acquiring an additional 621,797 shares during the period. Durable Capital Partners LP grew its stake in shares of Shift4 Payments by 12.6% during the 2nd quarter. Durable Capital Partners LP now owns 6,665,443 shares of the company's stock valued at $660,612,000 after purchasing an additional 745,650 shares during the period. Darlington Partners Capital Management LP increased its position in shares of Shift4 Payments by 2.1% during the 3rd quarter. Darlington Partners Capital Management LP now owns 5,071,725 shares of the company's stock valued at $392,552,000 after purchasing an additional 105,320 shares during the last quarter. Ensign Peak Advisors Inc increased its position in shares of Shift4 Payments by 7.7% during the 4th quarter. Ensign Peak Advisors Inc now owns 2,643,829 shares of the company's stock valued at $166,482,000 after purchasing an additional 188,594 shares during the last quarter. Finally, Spyglass Capital Management LLC lifted its stake in shares of Shift4 Payments by 36.7% in the 4th quarter. Spyglass Capital Management LLC now owns 1,697,920 shares of the company's stock worth $106,918,000 after purchasing an additional 455,707 shares during the period. Hedge funds and other institutional investors own 98.87% of the company's stock.

Shift4 Payments Company Profile

Shift4 Payments is a U.S.-based provider of integrated payment processing and technology solutions, serving merchants across the hospitality, retail, e-commerce, gaming and lodging industries. The company's platform enables businesses to accept in-store, online and mobile payments through a combination of point-of-sale hardware, payment gateway services and back-office software. By centralizing transaction processing and reporting, Shift4 aims to simplify payments, enhance security and streamline operations for its merchant customers.

The company's core offerings include encrypted point-of-sale terminals, cloud-based payment gateways, and developer-friendly APIs for online and mobile checkouts.

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