Shift4 Payments (FOUR) Projected to Release Quarterly Earnings on Thursday

Shift4 Payments (NYSE:FOUR) will likely be posting its Q2 2026 results before the market opens on Thursday, August 6th. Analysts expect the company to announce earnings of $1.25 per share and revenue of $615.1790 million for the quarter. Shift4 Payments has set its FY 2026 guidance at 5.500-5.700 EPS. Individuals can check the company’s upcoming Q2 2026 earning report page for the latest details on the call scheduled for Thursday, August 6, 2026 at 8:30 AM ET.

Shift4 Payments (NYSE:FOUR) last issued its quarterly earnings data on Thursday, May 7th. The company reported $0.97 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.99 by ($0.02). The firm had revenue of $1.12 billion for the quarter, compared to analyst estimates of $1.09 billion. Shift4 Payments had a return on equity of 33.55% and a net margin of 2.63%.The business’s revenue for the quarter was up 49.0% compared to the same quarter last year. During the same period in the prior year, the firm posted $1.07 earnings per share. On average, analysts expect Shift4 Payments to post $5 EPS for the current fiscal year and $6 EPS for the next fiscal year.

Shift4 Payments Stock Up 2.6%

Shift4 Payments stock opened at $54.40 on Tuesday. Shift4 Payments has a fifty-two week low of $34.56 and a fifty-two week high of $103.30. The firm has a market capitalization of $4.32 billion, a price-to-earnings ratio of 64.76, a price-to-earnings-growth ratio of 0.58 and a beta of 1.40. The stock’s fifty day moving average is $46.02 and its two-hundred day moving average is $48.59. The company has a debt-to-equity ratio of 2.55, a quick ratio of 1.22 and a current ratio of 1.22.

Insider Activity at Shift4 Payments

In other news, major shareholder Jared Isaacman purchased 193,000 shares of the stock in a transaction dated Tuesday, May 12th. The stock was acquired at an average cost of $40.66 per share, for a total transaction of $7,847,380.00. Following the completion of the acquisition, the insider directly owned 1,787,455 shares in the company, valued at $72,677,920.30. This represents a 12.10% increase in their position. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. 1.54% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

A number of large investors have recently made changes to their positions in the business. Advisors Asset Management Inc. grew its position in shares of Shift4 Payments by 100.0% in the first quarter. Advisors Asset Management Inc. now owns 434 shares of the company’s stock valued at $35,000 after purchasing an additional 217 shares during the period. Cetera Investment Advisers grew its holdings in Shift4 Payments by 18.8% in the 2nd quarter. Cetera Investment Advisers now owns 5,443 shares of the company’s stock valued at $539,000 after buying an additional 860 shares during the period. Prudential Financial Inc. increased its stake in shares of Shift4 Payments by 29.6% during the 2nd quarter. Prudential Financial Inc. now owns 5,410 shares of the company’s stock valued at $529,000 after acquiring an additional 1,235 shares during the last quarter. Cresset Asset Management LLC purchased a new position in shares of Shift4 Payments during the 2nd quarter worth about $249,000. Finally, Cerity Partners LLC lifted its holdings in shares of Shift4 Payments by 4.4% during the 2nd quarter. Cerity Partners LLC now owns 5,317 shares of the company’s stock worth $527,000 after acquiring an additional 225 shares during the period. Hedge funds and other institutional investors own 98.87% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages recently commented on FOUR. DA Davidson lowered their price objective on shares of Shift4 Payments from $82.00 to $74.00 and set a “buy” rating on the stock in a research note on Tuesday, May 12th. BMO Capital Markets initiated coverage on shares of Shift4 Payments in a report on Tuesday, April 21st. They issued a “market perform” rating and a $50.00 price target on the stock. Zacks Research upgraded shares of Shift4 Payments from a “strong sell” rating to a “hold” rating in a research report on Monday, June 1st. Truist Financial raised their price objective on shares of Shift4 Payments from $46.00 to $50.00 and gave the stock a “hold” rating in a research note on Friday, July 24th. Finally, Seaport Research Partners cut Shift4 Payments from a “buy” rating to a “neutral” rating in a report on Thursday, April 16th. Ten research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Hold” and an average target price of $68.43.

Shift4 Payments Company Profile

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.