Shift4 Payments, Inc.
41.13USD
-1.1600 (-2.74%)
Consensus EPS on the street’s adjusted basis, not the filed GAAP figure — which is why the actuals here can differ from the income statement.
| Period | Consensus EPS | 90 days ago | Revisions up (30d) | Revisions down (30d) |
|---|---|---|---|---|
| Current quarter | $1.38▼ | $1.63 | 1 | 19 |
| Next quarter | $1.56▼ | $1.72 | 1 | 18 |
| Current year | $5.22▼ | $5.59 | 0 | 23 |
| Next year | $6.3▼ | $6.75 | 2 | 21 |
Beat in 2 of the last 4
| Quarter | Estimate | Actual | Surprise |
|---|---|---|---|
| 2026-06-30 | $1.24 | $1.32 | +0.08 (+6.8%) |
| 2026-03-31 | $0.96 | $0.97 | +0.01 (+1.0%) |
| 2025-12-31 | $1.6 | $1.6 | -0.00 (-0.0%) |
| 2025-09-30 | $1.48 | $1.47 | -0.01 (-0.6%) |
238 ratings from 35 firms
Ratings are attributed to the research firm, not to individual analysts. See every ticker.
| Firm | Action | Rating | Price Target | Date |
|---|---|---|---|---|
| RBC Capital | Maintained | Outperform | $63 $67 | Aug 31, 2026 |
| Truist Securities | Maintained | Hold | $50 $49 | Aug 27, 2026 |
| Wells Fargo | Upgraded from Equal-Weight | Overweight | $55 $59 | Aug 25, 2026 |
| B. Riley Securities | Maintained | Buy | $120 $96 | Aug 24, 2026 |
| DA Davidson | Maintained | Buy | $74 $68 | Aug 10, 2026 |
| UBS | Maintained | Buy | $60 $52 | Aug 7, 2026 |
| RBC Capital | Maintained | Outperform | $65 $63 | Aug 7, 2026 |
| BTIG | Maintained | Buy | $70 $60 | Aug 6, 2026 |
| Truist Securities | Maintained | Hold | $46 $50 | Jul 24, 2026 |
| Goldman Sachs | Maintained | Neutral | $49 $55 | Jul 9, 2026 |
| Loop Capital | Initiated | Hold | $40 | Jun 25, 2026 |
| Truist Securities | Maintained | Hold | $50 $46 | May 27, 2026 |
| DA Davidson | Maintained | Buy | $82 $74 | May 12, 2026 |
| RBC Capital | Maintained | Outperform | $73 $65 | May 8, 2026 |
| Keefe, Bruyette & Woods | Maintained | Market Perform | $50 $52 | May 8, 2026 |
| BTIG | Reiterated | Buy | $70 | May 7, 2026 |
| BMO Capital | Initiated | Market Perform | $50 | Apr 22, 2026 |
| Evercore ISI Group | Maintained | In-Line | $55 $50 | Apr 21, 2026 |
| Seaport Global | Downgraded from Buy | Neutral | — | Apr 16, 2026 |
| Wolfe Research | Downgraded from Outperform | Peer Perform | — | Apr 15, 2026 |
| Raymond James | Downgraded from Strong Buy | Outperform | $67 | Mar 26, 2026 |
| BTIG | Maintained | Buy | $80 $70 | Mar 5, 2026 |
| DA Davidson | Maintained | Buy | $104 $82 | Mar 2, 2026 |
| Benchmark | Maintained | Buy | $100 $67 | Mar 2, 2026 |
| Goldman Sachs | Maintained | Neutral | $81 $56 | Mar 2, 2026 |
65 filings from 12 insiders · 0 buy / 0 sell over 6m
Officers and directors of FOUR, from the last two years of filings. Grants, gifts and option exercises are shown but not colour-coded — they are compensation, not a view on the price.
| Insider | Action | Shares | Price | Value | Date |
|---|---|---|---|---|---|
| CRUZ CHRISTOPHER NESTORChief Financial Officer | Grant | 24.9k | — | — | Aug 7, 2026 |
| BAKHSHANDEHPOUR SAMDirector | Grant | 5.1k | $41.18 | $210k | Jun 15, 2026 |
| DISMAN NANCY J.Director | Grant | 7.3k | $41.18 | $302k | Jun 15, 2026 |
| DALLAIRE SETHDirector | Grant | 5.1k | $41.18 | $210k | Jun 15, 2026 |
| GOLDSMITH-GROVER SARAH A.Director | Grant | 5.1k | $41.18 | $210k | Jun 15, 2026 |
| DAVIS KAREN ROTERDirector | Grant | 5.1k | $41.18 | $210k | Jun 15, 2026 |
| HALKYARD JONATHAN SDirector | Grant | 5.1k | $41.18 | $210k | Jun 15, 2026 |
| ISAACMAN JAREDBeneficial Owner of more than 10% of a Class of Security | Buy | 388.5k | $40.66 | $15.94M | May 12, 2026 |
| ISAACMAN JAREDBeneficial Owner of more than 10% of a Class of Security | Giftindirect | 1.6k | — | — | Mar 17, 2026 |
| ISAACMAN JAREDBeneficial Owner of more than 10% of a Class of Security | Buy | 43.8k | $45.75 | $2.00M | Mar 10, 2026 |
| ISAACMAN JAREDBeneficial Owner of more than 10% of a Class of Security | Buy | 45.7k | $43.83 | $2.00M | Mar 2, 2026 |
| ISAACMAN JAREDBeneficial Owner of more than 10% of a Class of Security | Buy | 296.2k | $44.15 | $13.66M | Feb 27, 2026 |
| WHALEN JAMES J.Officer | Grant | 17.0k | $44.07 | $750k | Feb 27, 2026 |
| DISMAN NANCY J.Director | Grant | 76.0k | $44.07 | $3.35M | Feb 27, 2026 |
| CRUZ CHRISTOPHER NESTORChief Financial Officer | Grant | 17.1k | $44.07 | $755k | Feb 27, 2026 |
| LAUBER DAVID TAYLORChief Executive Officer | Grant | 222.4k | $44.07 | $9.80M | Feb 27, 2026 |
| FRANKEL JORDANOfficer | Grant | 62.5k | $44.07 | $2.75M | Feb 27, 2026 |
| ISAACMAN JAREDBeneficial Owner of more than 10% of a Class of Security | Otherindirect | 19.80M | — | — | Feb 6, 2026 |
| ISAACMAN JAREDBeneficial Owner of more than 10% of a Class of Security | Grantindirect | 1.12M | — | — | Feb 6, 2026 |
| DISMAN NANCY J.Director | Sell | 5.0k | $69.50 | $348k | Dec 11, 2025 |
Analyst Ratings
20 analysts covering
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Consensus |
|---|---|---|---|---|---|---|
| Current | 2 | 9 | 12 | 0 | 0 | Buy2.43 |
| 1 mo ago | 2 | 9 | 13 | 0 | 0 | Buy2.46 |
| 2 mo ago | 2 | 9 | 13 | 0 | 0 | Buy2.46 |