Shift4 Payments (FOUR)
Connects payment acceptance and commerce software for merchants that shop, dine, stay, and play.
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Combines payment acceptance with commerce software for businesses across shopping, dining, lodging, and events. Global Blue and Smartpay added tax-free-shopping technology and an Australia/New Zealand distribution network.
Payment acceptance and commerce software serve merchants in shopping, dining, lodging, and events. The platform processes transactions for hundreds of thousands of businesses and connects payments with merchant software. It is designed for merchants at different scales and settings.
Global Blue contributes tax-free shopping, dynamic currency conversion, and payment technology for retail brands, while Smartpay brings payment processing and POS distribution in Australia and New Zealand. The acquisitions broadened the company's technology and regional distribution.
Integrating acquired payment technology, merchant relationships, and regional distribution is part of the operating model.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 21, 2026 | Coker Palmer | Target | Target: $67 | Target: $56 |
| Aug 31, 2026 | RBC Capital | Reiterate | Rating: —Target: $63 | Target: $67 |
| Aug 25, 2026 | Wells Fargo | Upgrade | Target: $82 | Target: $59 |
| Aug 10, 2026 | DA Davidson | Reiterate | Rating: —Target: $74 | Target: $68 |
| Aug 10, 2026 | Mizuho Securities | Target | Target: $90 | Target: $55 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $356.0M · Total debt $4.57B · Total assets $8.70B · Shareholders' equity $1.62B
- Revenue
- $1.30B
- Operating income
- $95.0M
- Net income
- $22.0M
No dividends on record.
| Institutions | 87.72% | 69.58M shares | |
|---|---|---|---|
| 399 holders · as of Jun 30, 2026 | |||
| Insiders | 58.30% | 46.25M shares | |
| 12 holders · as of Aug 7, 2026 | |||
| Adds to | 146.02% | ||
79.33M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Two share counts disagree (79.33M in the company's Sep 22, 2026 report, 69.18M elsewhere); stakes use the report.
These groups come from separate filings that can overlap, so they add to 146.02%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Jared Isaacman1Insider10 percent owner | 56.60% | 22.36M · 22.54M | filed Feb 17, 2026 |
Darlington Partners Capital Management, LPInstitution | 9.03% | 7.16M | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 7.04% | 5.58M | as of Jun 30, 2026 |
Durable Capital Partners LPInstitution | 5.58% | 4.42M | as of Jun 30, 2026 |
Ensign Peak Advisors, IncInstitution | 3.86% | 3.06M | as of Jun 30, 2026 |
- Jared Isaacman's transaction reports restate only vehicles that traded; the 2026 ownership statement (22.36M) is used instead.
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| May 11, 2026 | Jared Isaacman | 10 percent owner | +195,500 | $41.41 |
| May 12, 2026 | Jared Isaacman | 10 percent owner | +193,000 | $40.66 |
| Mar 10, 2026 | Jared Isaacman | 10 percent owner | +43,827 | $45.75 |
| Mar 2, 2026 | Jared Isaacman | 10 percent owner | +45,693 | $43.83 |
| Feb 26, 2026 | Jared Isaacman | 10 percent owner | +136,993 | $48.38 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Shift4 Payments | $38.28 | −2.78% | $3.59B | 67.4 | 5.7 | 0.7 | −35.4% |
| Toast | $29.56 | −0.81% | $17.28B | 38.2 | 19.2 | 2.5 | +23.1% |
| Fiserv | $45.85 | −1.34% | $24.78B | 8.9 | 6.2 | 1.2 | −10.0% |
| Global Payments | $84.90 | −0.46% | $21.17B | — | 5.8 | 2.1 | +61.5% |
| Block | $77.28 | −0.81% | $46.37B | 139.1 | 16.9 | 1.9 | +9.3% |
| Shopify | $147.83 | +7.19% | $178.97B | 92.6 | 71.1 | 13.5 | +32.0% |
| Lightspeed Commerce | $9.57 | +0.10% | $1.32B | — | 14.0 | 1.1 | +5.8% |
| Median | 65.4 | 15.4 | 2.0 | +16.2% |