Durable Capital reports 6,165,793 Shift4 shares (NYSE: FOUR)
Durable Capital Partners has filed an amended Schedule 13G/A, reporting beneficial ownership of 6,165,793 shares of Shift4 Payments, Inc. (NYSE: FOUR) Class A common stock. This represents a 7.6% stake based on 81,239,315 shares outstanding as of February 19, 2026. The filing indicates that Durable Capital Master Fund LP directly holds these shares and that Durable Capital Partners has sole voting and dispositive power.
Darlington (NYSE: FOUR) reports 6.58M shares, 8.3% of Shift4 Payments
Darlington Partners Capital Management and related groups have reported a passive beneficial ownership of 6,576,509 shares, equivalent to 8.3% of Shift4 Payments Inc.'s Class A Common Stock. This disclosure was made via an amended Schedule 13G/A SEC filing, emphasizing that the holdings are for investment funds and do not imply an attempt to influence control. The filing clarifies shared voting and dispositive power among the reporting entities, based on 79,328,897 shares outstanding as of April 13, 2026.
Jared Isaacman buys $15.9m in Shift4 Payments (FOUR) stock By Investing.com
Jared Isaacman, a 10% owner of Shift4 Payments (NASDAQ:FOUR), recently made two significant purchases of the company's Class A Common Stock, totaling $15.9 million. These transactions took place on May 11 and May 12, 2026, as the stock traded near its 52-week low. Despite strong Q1 2026 financial results where the company surpassed earnings expectations, analyst sentiment remains mixed due to various headwinds.
Jared Isaacman buys $15.9m in Shift4 Payments (FOUR) stock
Jared Isaacman, a 10% owner of Shift4 Payments, Inc. (NASDAQ:FOUR), recently purchased over $15.9 million worth of the company's Class A Common Stock across two transactions. These purchases occurred on May 11 and May 12, 2026, as the stock traded near its 52-week low. Despite the stock being down 56% over the past year, InvestingPro analysis indicates it is undervalued, and the company recently reported strong first-quarter 2026 financial results, exceeding earnings expectations.
Major holder Jared Isaacman boosts Shift4 (NYSE: FOUR) stake with 388,500-share buy
Jared Isaacman, a major shareholder in Shift4 Payments (NYSE: FOUR), significantly increased his stake by purchasing 388,500 shares in two open-market transactions on May 11 and May 12, 2026. These purchases, valued at over $15.9 million, were made at weighted average prices around $41 per share, signaling positive sentiment. Following these acquisitions, Isaacman directly holds 1,787,455 shares, in addition to substantial indirect holdings through Rook and UTMA accounts.
Jared Isaacman buys $15.9m in Shift4 Payments (FOUR) stock
Jared Isaacman, a 10% owner of Shift4 Payments (FOUR), recently purchased $15.9 million worth of Class A Common Stock across two transactions. These purchases occurred while Shift4's stock was trading near its 52-week low. Despite the stock's performance, Shift4 Payments recently reported strong first-quarter 2026 financial results, though some analysts have adjusted price targets due to various concerns.
Analysts Offer Insights on Technology Companies: Bill.com Holdings (BILL), Silvaco Group, Inc. (SVCO) and Shift4 Payments (FOUR)
Three analysts have issued bullish sentiments on technology companies Bill.com Holdings (BILL), Silvaco Group (SVCO), and Shift4 Payments (FOUR). Scott Berg maintains a Buy rating on Bill.com Holdings with a $75 price target, while Craig Ellis and Hal Goetsch recommend Buy ratings for Silvaco Group and Shift4 Payments, respectively, with price targets of $16.00 and $120.00. The article highlights analyst consensus and potential upsides for each stock.
Analysts Are Bullish on These Technology Stocks: Payoneer (PAYO), Shift4 Payments (FOUR)
Two technology stocks, Payoneer (PAYO) and Shift4 Payments (FOUR), have received bullish ratings from analysts. Christopher Kennedy from William Blair reiterated a Buy rating for Payoneer with a $4.96 price target, while Andrew Jeffrey, also from William Blair, reiterated a Buy rating for Shift4 Payments with a $46.00 price target. Both companies currently hold strong analyst consensus ratings.
Analysts Are Bullish on These Technology Stocks: Payoneer (PAYO), Shift4 Payments (FOUR)
Two technology stocks, Payoneer (PAYO) and Shift4 Payments (FOUR), have received bullish sentiments from analysts. Christopher Kennedy from William Blair reiterated a Buy rating on Payoneer, estimating a 37.8% upside, while Andrew Jeffrey, also from William Blair, reiterated a Buy rating on Shift4 Payments.
Analysts Are Bullish on These Technology Stocks: Payoneer (PAYO), Shift4 Payments (FOUR)
Analysts are showing bullish sentiment towards Payoneer (PAYO) and Shift4 Payments (FOUR) in the technology sector. Christopher Kennedy from William Blair reiterated a Buy rating on Payoneer with a price target of $4.96, while Andrew Jeffrey also reiterated a Buy rating on Shift4 Payments with a price target of $46.00. Both companies have positive analyst consensus, with Payoneer showing a Strong Buy and Shift4 Payments a Moderate Buy.
Analysts Are Bullish on These Technology Stocks: Payoneer (PAYO), Shift4 Payments (FOUR)
Two analysts have issued bullish sentiments on technology stocks Payoneer (PAYO) and Shift4 Payments (FOUR). Christopher Kennedy from William Blair reiterated a Buy rating for Payoneer with a price target of $4.96, while Andrew Jeffrey, also from William Blair, reiterated a Buy rating for Shift4 Payments with a $46.00 price target. Both companies show strong analyst consensus, with Payoneer having a "Strong Buy" and Shift4 Payments a "Moderate Buy".
Shift4 Payments (NYSE: FOUR) grows Q1 2026 revenue, margins and cash flow
Shift4 Payments reported strong financial results for Q1 2026, with revenue, margins, and cash flow showing significant growth. The company reported a 32% increase in gross revenue to $1.121 billion and a 54% rise in gross profit to $370 million, with payment volume reaching $56 billion. Shift4 also reaffirmed its full-year 2026 guidance and continued its share repurchase program, buying back 5.5 million Class A shares for $295 million in Q1.
FOUR SEC Filings - Shift4 Payments Inc 10-K, 10-Q, 8-K Forms
This page provides a comprehensive resource for investors to access Shift4 Payments Inc. (FOUR) SEC filings, including 10-K, 10-Q, 8-K, and insider trading forms. It details the company's financial and corporate governance disclosures, highlights key events like credit agreement amendments and senior note issuances, and covers equity and governance matters, and significant transactions. Stock Titan offers real-time updates and AI-powered summaries to help users quickly understand these complex documents.
Shift4 Payments, Inc. Class A Common Stock (NY: FOUR
The article provides a compilation of recent news headlines, analyst reports, and financial updates concerning Shift4 Payments, Inc. (NYSE:FOUR). It includes discussions on potential impacts of management changes, stock performance reviews, earnings previews and results, and expert analyst opinions on the company's outlook. The collection highlights various factors influencing the stock, from market sentiment to strategic acquisitions and technical setups.
Wasatch Advisors holds 4.21M Shift4 (NYSE: FOUR) Class A shares, 5.2%
Wasatch Advisors has filed an amended Schedule 13G/A, disclosing a 5.2% stake in Shift4 Payments Inc.'s Class A shares. The firm beneficially owns 4,206,244 Class A shares, holding sole dispositive power over all of them and sole voting power over 2,749,296 shares. This filing is a routine disclosure of passive institutional ownership.
Shift4 Payments (NYSE: FOUR) proxy seeks charter simplification, ESPP approval
Shift4 Payments, Inc. (NYSE: FOUR) has filed a preliminary proxy statement for its virtual 2026 Annual Meeting, seeking stockholder approval for key proposals. These include the election of three Class III directors, ratification of their independent auditor, advisory approval of executive compensation, and significant charter amendments to simplify its capital structure by eliminating Class B and C common stock while also adding officer exculpation provisions. Additionally, the company is proposing the adoption of a 2026 Employee Stock Purchase Plan with an initial reserve of 1,500,000 shares, roughly 2% of outstanding Class A common stock, aimed at aligning employee and shareholder interests.
BTIG Sticks to Its Buy Rating for Shift4 Payments (FOUR)
BTIG analyst Andrew Harte maintained a Buy rating on Shift4 Payments (FOUR) with a $70.00 price target. This comes after the company reported quarterly revenue of $1.19 billion and a net profit of $25 million for the quarter ending December 31. Insider sentiment is positive, with a major shareholder recently buying over 43,000 shares.
Isaacman gifts Shift4 (NYSE: FOUR) shares and corrects holdings
Jared Isaacman, a major stockholder in Shift4 Payments, Inc. (NYSE: FOUR), gifted 1,600 shares of Class A common stock to Renaissance Charitable Foundation, Inc. This transaction, filed via Form 4, also included significant corrections to previously reported ownership figures for both Isaacman directly and his entity, Rook. Following these updates, Isaacman's direct and indirect beneficial ownership has been adjusted, clarifying his total holdings and disclaiming ownership of shares held in UTMA accounts for his children.
Shift4 (FOUR) CEO reports major RSU grant and tax share withholdings
Shift4 Payments, Inc. CEO David Taylor Lauber reported receiving a grant of 222,373 restricted stock units (RSUs) on February 27, 2026, increasing his direct holdings to 482,002 shares. Concurrently, he disposed of several tranches of shares through tax withholding to cover obligations from previously vested RSUs, rather than through open-market sales. The new RSU grant will vest in three equal annual installments starting February 27, 2027.
Isaacman Jared buys Shift4 Payments (FOUR) stock worth $2m
Jared Isaacman, a significant owner of Shift4 Payments (FOUR), recently purchased 43,827 shares for over $2 million, with the stock trading near its 52-week low. Following this, he directly owns over 1.4 million shares and indirectly controls a substantial portion through Rook. Despite recent analyst price target adjustments, firms maintain a positive outlook on the company, which also recently acquired Bambora North America and made leadership changes.
Shift4 Payments Insider Acquires Shares
Jared Isaacman, a 10% owner of Shift4 Payments (FOUR), recently purchased 43,827 shares of Class A Common Stock for over $2 million. This transaction occurred on March 10, 2026, at an average price of $45.7453 per share, significantly increasing his holdings in the company. Following this acquisition, Isaacman's direct and indirect ownership of Shift4 Payments shares totals over 23 million.
Shift4 Payments (NYSE: FOUR) holder buys 43,827 Class A shares
Jared Isaacman, an insider at Shift4 Payments, reported the open-market purchase of 43,827 Class A common stock shares at an average price of $45.7453 per share on March 10, 2026. This transaction increased his direct holdings to 1,410,727 Class A shares. The SEC Form 4 filing also details his indirect beneficial ownership through Rook and disclaimed beneficial ownership for an UTMA account.
Isaacman Jared buys Shift4 Payments (FOUR) stock worth $2m
Jared Isaacman, a significant owner of Shift4 Payments (FOUR), recently purchased 43,827 shares for over $2 million. This transaction occurred as the stock trades near its 52-week low, and InvestingPro analysis suggests it may be undervalued. Shift4 has also expanded its operations through the acquisition of Bambora North America and made leadership changes.
Isaacman Jared buys Shift4 Payments (FOUR) stock worth $2m
Jared Isaacman, a significant owner of Shift4 Payments (FOUR), recently purchased 43,827 shares of Class A Common Stock for over $2 million. This transaction occurred as the stock trades near its 52-week low. Despite some firms reducing their price targets following Q4 2025 results, they maintain a positive outlook, and InvestingPro analysis suggests Shift4 is currently undervalued.
Analysts’ Top Technology Picks: Shift4 Payments (FOUR), Intuit (INTU)
This article highlights bullish analyst sentiments for several technology stocks, including Shift4 Payments (FOUR), Intuit (INTU), and ServiceNow (NOW). Analysts from Mizuho Securities and BTIG maintained Buy ratings for Shift4 Payments, while Morgan Stanley and TipRanks – DeepSeek gave Buy ratings for Intuit. BTIG also maintained a Buy rating for ServiceNow.
Shift4 Payments Inc Stock Live Price, Chart, Analysis, News & Forecast – Buy, Sell & Trade US Equities Today
This article provides a detailed financial overview of Shift4 Payments Inc. (FOUR), including its current stock price, market capitalization, revenue, EBITDA, return on equity, and analyst ratings. It also summarizes the company's historical stock performance over various periods and offers information on how to invest in US stocks.
Isaacman Jared buys Shift4 Payments (FOUR) shares worth $2m By Investing.com
Jared Isaacman, a ten percent owner of Shift4 Payments (FOUR), recently purchased 45,693 shares of Class A Common Stock for approximately $2 million. This acquisition occurred near the stock's 52-week low, which, according to InvestingPro, suggests the stock is undervalued and presents an attractive entry point. The purchase follows various analyst actions and a cautious outlook after Shift4's recent financial disclosures, including its acquisition of Bambora North America.
Shift4 Payments (FOUR) insider granted 62,514 RSUs and withholds shares for taxes
Shift4 Payments insider Jordan Frankel received a grant of 62,514 restricted stock units (RSUs) on February 27, 2026, which will vest in three equal annual installments starting February 27, 2027. To cover withholding taxes on previous RSU vestings, Frankel also had 10,124 shares withheld across three dates in late February and early March 2026. After these transactions, Frankel Jordan directly owned 279,844 shares of Shift4 Payments Class A Common Stock.
Isaacman Jared buys Shift4 Payments (FOUR) shares worth $2m
Jared Isaacman, a ten percent owner of Shift4 Payments (FOUR), recently purchased 45,693 shares of Class A Common Stock for over $2 million. This purchase occurred near the stock's 52-week low, with InvestingPro analysis suggesting FOUR is undervalued. The transaction follows Shift4's acquisition of Bambora North America and comes amid cautious analyst outlooks due to recent financial results.
Isaacman Jared buys Shift4 Payments (FOUR) shares worth $2m
Jared Isaacman, a significant owner of Shift4 Payments (FOUR), recently purchased 45,693 shares of Class A Common Stock for over $2 million, near the stock's 52-week low. This transaction increases his direct and indirect holdings in the company. The purchase follows Shift4's acquisition of Bambora North America and recent analyst downgrades due to fourth-quarter financial results.
Shift4 Payments Insider Acquires Shares
Jared Isaacman, a 10% owner of Shift4 Payments (FOUR), recently purchased 45,693 Class A Common Stock shares for over $2 million. This transaction, made on March 2, 2026, increased his direct and indirect holdings in the company. The shares were acquired at a weighted average price of $43.8349.
Major holder Jared Isaacman adds 45,693 Shift4 Payments (FOUR) shares
Jared Isaacman, a major shareholder in Shift4 Payments (FOUR), has purchased an additional 45,693 shares of Class A Common Stock. This open-market transaction, detailed in a Form 4 SEC filing, occurred on March 2, 2026, at a weighted average price of $43.8349 per share. Following this acquisition, Isaacman's direct holdings increased to 1,366,900 shares, while his indirect holdings through Rook total over 21 million shares.
Shift4 Payments (NYSE: FOUR) executive receives 17,137-share restricted stock grant
Shift4 Payments executive Christopher Nestor received a grant of 17,137 restricted stock units (RSUs) on February 27, 2026, valued at $44.07 per share. These RSUs will vest in three equal annual installments starting February 27, 2027, and will increase his directly held stake to 246,785 shares, aligning his compensation with the company's future performance. This information was disclosed in a Form 4 SEC filing on March 3, 2026.
[Form 4] Shift4 Payments, Inc. Insider Trading Activity
Shift4 Payments, Inc. director Nancy Disman reported recent equity transactions, including the acquisition of 76,015 restricted stock units on February 27, 2026, scheduled to vest annually starting February 27, 2027. She also disposed of 15,791 shares across several dates in February and March 2026 to cover withholding taxes on previously granted RSU vestings. Following these transactions, Disman directly holds 190,644 shares of Shift4 Class A common stock.
Shift4 Completes Previously Announced Acquisition of Worldline's North American Subsidiaries
Shift4 (NYSE: FOUR) has successfully completed its acquisition of Bambora North America, Worldline's North American subsidiaries, adding over 140,000 merchants across the US and Canada to its platform. This acquisition brings substantial gateway portfolio and payments volume to Shift4, providing merchants with an end-to-end commerce solution and presenting significant cross-sell opportunities for Shift4's full suite of products. The move further strengthens Shift4's market presence in North America and supports its strategic expansion in integrated payments and commerce.
Jared Isaacman adds Shift4 Payments (FOUR) stake with 296K-share buy
Jared Isaacman, a ten percent owner of Shift4 Payments, Inc. (FOUR), reported significant open-market purchases of the company's Class A Common Stock. He acquired a total of 296,237 shares on February 26 and 27, 2026, across multiple transactions at weighted average prices of $48.3809 and $44.1487, respectively. Following these trades, Isaacman's direct ownership increased to 1,321,207 shares, alongside substantial indirect holdings.
Shift4 Payments Insider Jared Isaacman Buys Over $13 Million in Company Stock
Jared Isaacman, a 10% owner of Shift4 Payments (FOUR), recently purchased 296,237 shares of Class A Common Stock across two transactions on February 26 and 27, 2026, totaling over $13.6 million. The purchases were made at weighted average prices of $48.3809 and $44.1487 per share. Following these transactions, Isaacman's direct and indirect holdings in Shift4 Payments Class A Common Stock now exceed 23 million shares.
FOUR SEC Filings - Shift4 Payments Inc 10-K, 10-Q, 8-K Forms
This page provides comprehensive access to Shift4 Payments Inc. (NYSE: FOUR) SEC filings, including annual 10-K, quarterly 10-Q, and material event 8-K reports, along with insider trading data. It aims to help investors understand the company's financial health, corporate governance, and key operational changes. The platform offers real-time updates from EDGAR and AI-powered summaries to simplify complex financial documents for quick analysis.
[8-K] Shift4 Payments, Inc. Reports Material Event | FOUR SEC Filing - Form 8-K
Shift4 Payments (NYSE: FOUR) announced record Q4 2025 results and strong 2026 guidance, with Q4 payment volume up 23% to $59 billion and gross profit increasing by 58% to $429 million. The company's gross revenue less network fees grew 51% to $610 million, and Adjusted EBITDA rose 48% to $304 million. For 2026, Shift4 projects gross revenue less network fees of $2.50-$2.60 billion and Adjusted EBITDA of $1.165-$1.215 billion, demonstrating confidence in continued growth, partly due to the Global Blue acquisition and diversification into luxury retail.
Shift4 Payments (NYSE:FOUR) Plunges on Weak Q1 Outlook Despite Solid Q4 Results
Shift4 Payments (NYSE:FOUR) shares plunged by approximately 11.5% in pre-market trading despite meeting Q4 2025 revenue and EPS expectations. The significant sell-off was primarily driven by the company's Q1 2026 revenue guidance of $547.5 million, which fell substantially short of the $1.17 billion consensus analyst estimate. Investors reacted negatively to the implied slowdown in future growth, shifting focus from past performance to the weaker forward outlook.
Jared Isaacman outlines 25% Shift4 (NYSE: FOUR) ownership in 13G
Shift4 Payments founder Jared Isaacman and his wholly-owned entity, Rook Holdings Inc., have filed an updated Schedule 13G/A, detailing their significant ownership in the company's Class A common stock. Isaacman beneficially owns 25.2% (22,363,291 shares) and Rook Holdings Inc. owns 23.8% (21,166,499 shares) of the Class A shares outstanding. This updated filing reflects an exchange of previously held Class C common stock and Shift4 LLC units into Class A shares, and a related forfeiture of Class B shares, consolidating Isaacman's economic interest into the publicly traded Class A stock.
Durable Capital holds 9.8% stake in Shift4 Payments (FOUR)
Durable Capital Partners has reported a significant 9.8% ownership stake in Shift4 Payments, Inc. (FOUR) through an amended Schedule 13G filing. The investment adviser beneficially owns 6,606,969 shares of Class A common stock, held within an investment fund it advises. This stake is considered a passive investment, with Durable Capital having sole voting and dispositive power over the shares, and no intention to influence the control of Shift4 Payments.
Shift4 Payments, Inc., Now a Single Share Class Company, Removing Super-Voting Stock, and Eliminating Tax Receivable Obligations to Founder
Shift4 Payments has completed a simplification of its corporate structure, collapsing its multi-share class into a single Class A share class. This transaction eliminates super-voting stock and waives the founder's rights under the Tax Receivable Agreement, removing the company's "controlled company" status and an estimated $440 million in future TRA payments. The founder, Jared Isaacman, remains the largest equity holder with approximately 25.9% ownership.
Shift4 Payments (FOUR) Is Up 10.5% After Collapsing Multi-Class Structure And Ending TRA Obligations
Shift4 Payments (FOUR) saw its stock rise by 10.5% after simplifying its corporate structure, collapsing its multi-class shares into a single Class A share class. This move eliminates super-voting rights and its "controlled company" status, while also relieving the company of an estimated $440 million in future Tax Receivable Agreement obligations. The change is expected to broaden its investor base and provide clearer visibility into future free cash flow, improving investor confidence and long-term expansion prospects.
Shift4 Payments, Inc., Now a Single Share Class Company, Removing Super-Voting Stock, and Eliminating Tax Receivable Obligations to Founder
Shift4 Payments, Inc. announced a corporate structure simplification, consolidating its multi-share class structure into a single Class A share class. This transaction also removed super-voting stock and eliminated approximately $440 million in future Tax Receivable Agreement obligations to its founder, Jared Isaacman. Isaacman remains the largest equity holder with about 25.9% ownership, and the company is no longer considered a "controlled company" under NYSE standards.
Founder gives up control as Shift4 wipes out $440M tax tab
Shift4 Payments, Inc. announced a corporate structure simplification, transitioning to a single Class A share structure and eliminating its status as a "controlled company." Founder Jared Isaacman waived his rights under the Tax Receivable Agreement, forfeiting an estimated $440 million in future payments to the company. This move is expected to attract more investors and improve long-term free cash flow visibility for Shift4.
Analysts Offer Insights on Financial Companies: Gemini Space Station, Inc. Class A (GEMI) and Hagerty Inc Class A (HGTY)
Two financial companies, Gemini Space Station, Inc. Class A (GEMI) and Hagerty Inc Class A (HGTY), recently received bullish sentiments from analysts. Matthew Coad from Truist Financial maintained a Buy rating on GEMI with an average price target of $17.00, while Michael Phillips CFA from Oppenheimer reiterated a Buy rating on HGTY with a price target of $15.00. Both stocks are currently rated as Moderate Buys by analyst consensus.
Analysts Offer Insights on Technology Companies: Bill.com Holdings (BILL) and SCREEN Holdings Co (OtherDINRF)
BTIG analyst Andrew Harte maintained a Buy rating on Bill.com Holdings (BILL) with a $60.00 price target, suggesting a 40.5% upside. Morgan Stanley's Tetsuya Wadaki reiterated a Buy rating on SCREEN Holdings Co (DINRF) with a price target of Yen28400.00, while the stock currently has a Hold consensus among analysts.
(FOUR) Movement Within Algorithmic Entry Frameworks
This article analyzes Shift4 Payments Inc. Class A (NASDAQ: FOUR) using AI models, identifying a weak sentiment across all horizons that supports a short bias. It details three trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—along with multi-timeframe signal analysis, providing entry zones, targets, and stop losses for each. The analysis also highlights an exceptional 73.4:1 risk-reward setup, targeting a 21.3% gain against a minimal 0.3% risk.
Shift4 Payments Stock Rebound Potential Analysis
Shift4 Payments (FOUR) is showing signs of a potential rebound after a significant decline, with a nearly 6% increase in early 2026. The company benefits from a high short interest which could fuel a short squeeze, its flexible technology integrating over 1,200 software solutions, and the potential of its new stablecoin settlement platform. Wall Street analysts have a "Moderate Buy" rating, anticipating an average price target of $113.75, despite recent downgrades on price targets by some firms.
