Shift4 Payments (FOUR) – Investment Analysts’ Recent Ratings Updates

Several brokerages have updated their recommendations and price targets on shares of Shift4 Payments (NYSE: FOUR) in the last few weeks:

• 3/5/2026 – Shift4 Payments had its price target lowered by BTIG Research from $80.00 to $70.00. They now have a “buy” rating on the stock.
• 3/2/2026 – Shift4 Payments had its price target lowered by Benchmark Co. from $100.00 to $67.00. They now have a “buy” rating on the stock.
• 3/2/2026 – Shift4 Payments had its price target lowered by DA Davidson from $104.00 to $82.00. They now have a “buy” rating on the stock.
• 3/2/2026 – Shift4 Payments had its price target lowered by The Goldman Sachs Group, Inc. from $81.00 to $56.00. They now have a “neutral” rating on the stock.
• 2/27/2026 – Shift4 Payments was downgraded by The Goldman Sachs Group, Inc. from “strong-buy” to “hold”.
• 2/27/2026 – Shift4 Payments was downgraded by Freedom Capital from “strong-buy” to “hold”.
• 2/27/2026 – Shift4 Payments had its price target lowered by Wells Fargo & Company from $77.00 to $55.00. They now have an “equal weight” rating on the stock.
• 2/27/2026 – Shift4 Payments had its price target lowered by Keefe, Bruyette & Woods from $72.00 to $60.00. They now have a “market perform” rating on the stock.
• 2/26/2026 – Shift4 Payments had its “strong-buy” rating reaffirmed by Raymond James Financial, Inc.. They now have a $67.00 price target on the stock.
• 2/26/2026 – Shift4 Payments had its price target lowered by BTIG Research from $105.00 to $80.00. They now have a “buy” rating on the stock.
• 2/26/2026 – Shift4 Payments had its “outperform” rating reaffirmed by Royal Bank Of Canada. They now have a $73.00 price target on the stock.
• 2/19/2026 – Shift4 Payments had its “buy” rating reaffirmed by BTIG Research. They now have a $105.00 price target on the stock.
• 1/20/2026 – Shift4 Payments was given a new $71.00 price target by Truist Financial Corporation.
• 1/15/2026 – Shift4 Payments was downgraded by Deutsche Bank Aktiengesellschaft from “buy” to “hold”. They now have a $65.00 price target on the stock, down from $100.00.
• 1/12/2026 – Shift4 Payments had its price target lowered by Oppenheimer Holdings, Inc. from $112.00 to $98.00. They now have an “outperform” rating on the stock.

Insiders Place Their Bets

In related news, major shareholder Jared Isaacman bought 159,244 shares of the company’s stock in a transaction on Friday, February 27th. The shares were purchased at an average cost of $44.15 per share, for a total transaction of $7,030,622.60. Following the acquisition, the insider owned 1,321,207 shares of the company’s stock, valued at approximately $58,331,289.05. This represents a 13.70% increase in their position. The purchase was disclosed in a filing with the SEC, which can be accessed through this link. Insiders bought 385,757 shares of company stock worth $17,666,153 in the last 90 days. 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.