Shift4 Payments (FOUR) – Analysts’ Recent Ratings Changes

Shift4 Payments (NYSE: FOUR) has recently received a number of price target changes and ratings updates:

• 1/20/2026 – Shift4 Payments was given a new $71.00 price target on by analysts at Truist Financial Corporation.
• 1/15/2026 – Shift4 Payments was downgraded by analysts at Deutsche Bank Aktiengesellschaft from a “buy” rating to a “hold” rating. They now have a $65.00 price target on the stock, down previously from $100.00.
• 1/12/2026 – Shift4 Payments had its price target lowered by analysts at Oppenheimer Holdings, Inc. from $112.00 to $98.00. They now have an “outperform” rating on the stock.
• 1/8/2026 – Shift4 Payments had its price target lowered by analysts at Susquehanna from $115.00 to $101.00. They now have a “positive” rating on the stock.
• 1/2/2026 – Shift4 Payments had its price target lowered by analysts at Keefe, Bruyette & Woods from $84.00 to $72.00. They now have a “market perform” rating on the stock.
• 12/29/2025 – Shift4 Payments had its “hold (c)” rating reaffirmed by analysts at Weiss Ratings.
• 12/22/2025 – Shift4 Payments had its “hold (c)” rating reaffirmed by analysts at Weiss Ratings.
• 12/22/2025 – Shift4 Payments had its price target lowered by analysts at Mizuho from $102.00 to $90.00. They now have an “outperform” rating on the stock.
• 12/18/2025 – Shift4 Payments was given a new $104.00 price target on by analysts at DA Davidson.
• 12/15/2025 – Shift4 Payments had its “hold (c)” rating reaffirmed by analysts at Weiss Ratings.
• 12/11/2025 – Shift4 Payments had its “buy” rating reaffirmed by analysts at Benchmark Co..
• 12/11/2025 – Shift4 Payments was given a new $80.00 price target on by analysts at Loop Capital.
• 12/8/2025 – Shift4 Payments had its “hold (c)” rating reaffirmed by analysts at Weiss Ratings.
• 12/1/2025 – Shift4 Payments had its “hold (c)” rating reaffirmed by analysts at Weiss Ratings.
• 11/25/2025 – Shift4 Payments had its “hold (c)” rating reaffirmed by analysts at Weiss Ratings.

Insider Activity at Shift4 Payments

In related news, Director Nancy Disman sold 5,000 shares of the stock in a transaction dated Thursday, December 11th. The shares were sold at an average price of $69.50, for a total value of $347,500.00. Following the completion of the transaction, the director owned 130,420 shares of the company’s stock, valued at $9,064,190. This represents a 3.69% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider James J. Whalen sold 1,438 shares of the stock in a transaction that occurred on Wednesday, November 12th. The stock was sold at an average price of $71.50, for a total value of $102,817.00. Following the completion of the transaction, the insider directly owned 54,736 shares of the company’s stock, valued at approximately $3,913,624. The trade was a 2.56% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 18,438 shares of company stock worth $1,278,317. Company insiders own 25.15% of the company’s stock.

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.