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.
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.
How (FOUR) Movements Inform Risk Allocation Models
This article analyzes Shift4 Payments Inc. Class A (NASDAQ: FOUR) using AI models to inform risk allocation. It highlights weak near-term sentiment, a mid-channel oscillation pattern, and an exceptional risk-reward short setup. The piece details three distinct trading strategies (Position, Momentum Breakout, and Risk Hedging) tailored for different risk profiles, along with multi-timeframe signal analysis.
Analysts See Mixed Outlook for Shift4 Payments, Inc. (FOUR) Amid Fintech Sector Risks
Shift4 Payments, Inc. (NYSE:FOUR) is receiving a mixed outlook from analysts, with Deutsche Bank downgrading the stock to Hold due to concerns about its organic expansion and increasing complexity. Conversely, Seaport Research maintained a Buy rating while lowering its price target, seeing potential for a share price rebound and fair valuation. The company, a U.S. payment processing firm, is noted for its high growth but is also considered to have less upside potential compared to certain AI stocks.
Shift4 Announces Third Dividend Date for Mandatory Convertible Preferred Stock
Shift4 Payments, Inc. (NYSE: FOUR) has declared a cash dividend of $1.50 per share for its 6% Series A Mandatory Convertible Preferred Stock. This dividend will be paid on February 2, 2026, to shareholders of record as of January 15, 2026. Future dividend declarations will be at the Board of Directors' discretion, based on company performance and financial factors.
Trading Systems Reacting to (FOUR) Volatility
This article analyzes Shift4 Payments Inc. Class A (NASDAQ: FOUR), highlighting a potential shift in positive near-term sentiment and a mid-channel oscillation pattern. It identifies an exceptional short setup with a significant risk-reward ratio and outlines three AI-generated trading strategies (Position, Momentum Breakout, Risk Hedging) across different time horizons. The analysis also provides key support and resistance levels.
Shift4 Payments (NYSE: FOUR) reprices $997.5M senior secured term loan
Shift4 Payments, Inc. repriced its senior secured term loan facility, amending its first lien credit agreement on January 5, 2026. This amendment replaced existing term loans with new refinancing term loans totaling $997.5 million, significantly reducing interest margins for both SOFR-based and alternate base rate loans. The change is expected to lower ongoing cash interest expenses for the company.
How Shift4 Payments Inc. Class A (FOUR) Affects Rotational Strategy Timing
This article analyzes Shift4 Payments Inc. Class A (FOUR) and its impact on rotational strategy timing, indicating a near-term neutral sentiment amidst mid and long-term weakness. It provides detailed institutional trading strategies with entry zones, targets, and stop losses, alongside a multi-timeframe signal analysis for various holding periods. The analysis highlights an exceptional risk-reward setup targeting a 21.5% gain.
Shift4 Payments (FOUR) founder exits chair role, plans Up‑C collapse
Jared Isaacman, founder of Shift4 Payments (FOUR), has resigned as Executive Chairman and from the board after being confirmed as the 15th Administrator of NASA. This move will lead to the company losing its "controlled company" status on the NYSE and the collapse of its Up-C structure. Taylor Lauber has been appointed as the new Chairman of the Board.
Analysts Are Bullish on Top Technology Stocks: Synopsys (SNPS), Shift4 Payments (FOUR)
Ruben Roy from Stifel Nicolaus reiterated a Buy rating on Synopsys (SNPS) with a $550.00 price target, highlighting a strong buy consensus with a 20.3% upside. Mark Palmer from Benchmark Co. also reiterated a Buy rating on Shift4 Payments (FOUR) with a $100.00 price target, indicating a moderate buy consensus and a 44.9% upside. These analyst reports reflect positive sentiment for both technology stocks.
Disman Nancy, director at Shift4 Payments, sells $347k in stock By Investing.com
Nancy Disman, a director at Shift4 Payments, Inc., sold 5,000 shares of Class A Common Stock for a total of $347,500 on December 11, 2025, through a Rule 10b5-1 trading plan. This transaction occurred amidst notable volatility in Shift4's stock, which has seen a significant year-to-date decline. Despite this, InvestingPro analysis suggests the company may be undervalued, and Shift4 has recently completed a €435 million senior notes issuance and formed a multi-year partnership with Liberty Sports Group.
Disman Nancy, director at Shift4 Payments, sells $347k in stock
Nancy Disman, a director at Shift4 Payments, sold 5,000 shares of Class A Common Stock for $347,500 on December 11, 2025, through a Rule 10b5-1 trading plan. This transaction occurred amidst significant stock volatility for Shift4 Payments, which has seen its shares drop over 36% year-to-date. Despite the sale, InvestingPro analysis suggests the company may be undervalued, and recent positive news includes a €435 million senior notes issuance and new partnerships.
Shift4 Payments Stock (FOUR) Opinions on Insider Selling and Analyst Upgrade
Recent insider selling of Shift4 Payments (FOUR) stock by a director, totaling over $347,000, has sparked debate among investors regarding the company's future confidence. However, recent analyst upgrades with "Buy" ratings and high price targets, along with the company's share repurchase program, are instilling cautious optimism. The article details insider trading activity, Q3 2025 revenue figures, hedge fund movements, and multiple analyst ratings and price targets, highlighting mixed sentiment surrounding FOUR.
Disman Nancy, director at Shift4 Payments, sells $347k in stock
Nancy Disman, a director at Shift4 Payments, sold 5,000 shares of Class A Common Stock for $347,500 on December 11, 2025, through a Rule 10b5-1 trading plan. This transaction occurred amidst significant stock volatility, with shares down over 36% year-to-date, though InvestingPro analysis suggests the payment processor is undervalued. Shift4 Payments has also recently issued €435 million in senior notes and entered a partnership with Liberty Sports Group, with analysts maintaining positive ratings.
Disman Nancy, director at Shift4 Payments, sells $347k in stock
Nancy Disman, a director at Shift4 Payments, Inc. (NYSE:FOUR), sold 5,000 shares of Class A Common Stock for a total of $347,500 on December 11, 2025. This transaction, executed under a Rule 10b5-1 trading plan, leaves Disman with 130,420 shares. The sale occurred amidst significant stock volatility for Shift4 Payments, which has seen its shares drop over 36% year-to-date, though InvestingPro analysis suggests the company is undervalued.
Analysts Are Bullish on Top Technology Stocks: Synopsys (SNPS), Shift4 Payments (FOUR)
This article highlights bullish sentiments from two analysts on technology stocks Synopsys (SNPS) and Shift4 Payments (FOUR). Stifel Nicolaus reiterated a Buy rating for Synopsys with a $550 price target, while Benchmark Co. maintained a Buy rating for Shift4 Payments with a $100 price target. Both companies show strong analyst consensus for future upside.
Shift4 Payments issues €435 million in new senior notes due 2033
Shift4 Payments, Inc. announced the issuance and sale of €435 million in 5.500% senior notes due 2033, raising approximately $507 million for general corporate purposes. These new notes are integrated with an existing €680 million series, sharing identical terms and maturing on May 15, 2033. The company also recently partnered with Liberty Sports Group to implement its payment technology across various North American sports and entertainment venues.
Shift4 Payments shares jump as founder Isaacman buys stock
Shares of Shift4 Payments Inc. rose 4% in premarket trading after regulatory filings revealed that founder and executive chairman Jared Isaacman purchased a significant amount of the company's stock. Isaacman acquired over 196,000 shares across two transactions in August, increasing his direct holdings to 939,715 shares of Class A common stock, following an 18% decline in the company's stock value over the previous month.
Mizuho Securities Keeps Their Buy Rating on Visa (V)
Mizuho Securities analyst Dan Dolev maintained a Buy rating on Visa (V) with a price target of $425.00, following the company's latest earnings report showing $10.72 billion in revenue. Despite this positive rating, corporate insider sentiment for the stock is negative, with an increase in insider selling over the past quarter. Jefferies also maintained a Buy rating for Visa with a $410.00 price target.
Mastercard (MA) Receives a Buy from Mizuho Securities
Mizuho Securities analyst Dan Dolev maintained a Buy rating on Mastercard (MA) and set a price target of $666.00. This is based on Mastercard's robust financial performance, reporting $8.6 billion in quarterly revenue and a net profit of $3.93 billion. The general Street consensus also suggests a Strong Buy rating with an average price target of $688.62 for the company.
