Analysts’ Weekly Ratings Changes for Shift4 Payments (FOUR)

A number of firms have modified their ratings and price targets on shares of Shift4 Payments (NYSE: FOUR) recently:

• 5/12/2026 – Shift4 Payments had its price target lowered by DA Davidson from $82.00 to $74.00. They now have a “buy” rating on the stock.
• 5/8/2026 – Shift4 Payments had its price target lowered by Royal Bank Of Canada from $73.00 to $65.00. They now have an “outperform” rating on the stock.
• 5/8/2026 – Shift4 Payments had its price target raised by Keefe, Bruyette & Woods from $50.00 to $52.00. They now have a “market perform” rating on the stock.
• 5/7/2026 – Shift4 Payments had its “buy” rating reaffirmed by BTIG Research. They now have a $70.00 price target on the stock.
• 5/1/2026 – Shift4 Payments was downgraded by Zacks Research from “hold” to “strong sell”.
• 4/21/2026 – Shift4 Payments was given a new $50.00 price target by Capital One Financial Corporation.
• 4/21/2026 – Shift4 Payments is now covered by BMO Capital Markets. They set a “market perform” rating and a $50.00 price target on the stock.
• 4/21/2026 – Shift4 Payments was given a new $50.00 price target by Evercore Inc.
• 4/21/2026 – Shift4 Payments was upgraded by BMO Capital Markets to “hold”.
• 4/17/2026 – Shift4 Payments was downgraded by Stephens from “overweight” to “equal weight”. They now have a $50.00 price target on the stock.
• 4/16/2026 – Shift4 Payments was downgraded by Seaport Research Partners from “buy” to “neutral”.
• 4/15/2026 – Shift4 Payments was downgraded by Wolfe Research from “outperform” to “peer perform”.
• 3/26/2026 – Shift4 Payments was downgraded by Raymond James Financial, Inc. from “strong-buy” to “outperform”. They now have a $67.00 price target on the stock.
• 3/16/2026 – Shift4 Payments was downgraded by Weiss Ratings from “hold (c-)” to “sell (d+)”.

Insider Transactions at Shift4 Payments

In related news, major shareholder Jared Isaacman bought 193,000 shares of the stock in a transaction on Tuesday, May 12th. The shares were purchased at an average price of $40.66 per share, for a total transaction of $7,847,380.00. Following the acquisition, the insider owned 1,787,455 shares in the company, valued at $72,677,920.30. This represents a 12.10% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the SEC, which is available through the SEC website. Over the last 90 days, insiders purchased 774,257 shares of company stock valued at $33,609,188. 25.15% of the stock is currently owned by corporate insiders.

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.