Shift4 Payments (NYSE:FOUR) Announces FY 2026 Earnings Guidance

Shift4 Payments (NYSE:FOUR) updated its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 5.050-5.150 for the period, compared to the consensus earnings per share estimate of 4.980.

Wall Street Analyst Weigh In

A number of research firms recently commented on FOUR. Raymond James Financial dropped their price target on shares of Shift4 Payments from $51.00 to $50.00 and set an “outperform” rating for the company in a research note on Tuesday, October 13th. BMO Capital Markets set a $46.00 price objective on shares of Shift4 Payments in a research note on Friday, August 7th. B. Riley Financial dropped their target price on Shift4 Payments from $96.00 to $94.00 and set a “buy” rating for the company in a research report on Tuesday, October 6th. Wells Fargo & Company upgraded Shift4 Payments from an “equal weight” rating to an “overweight” rating and boosted their target price for the company from $55.00 to $59.00 in a research report on Tuesday, August 25th. Finally, UBS Group reduced their price target on Shift4 Payments from $60.00 to $52.00 and set a “buy” rating on the stock in a report on Friday, August 7th. Eleven equities research analysts have rated the stock with a Buy rating, ten have given a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat.com, Shift4 Payments presently has an average rating of “Hold” and a consensus price target of $56.36.

Shift4 Payments Stock Performance

NYSE:FOUR traded down $1.90 during mid-day trading on Thursday, hitting $42.92. The company’s stock had a trading volume of 7,843,638 shares, compared to its average volume of 2,025,583. Shift4 Payments has a 1 year low of $34.56 and a 1 year high of $76.09. The company has a debt-to-equity ratio of 2.59, a current ratio of 1.21 and a quick ratio of 1.21. The stock has a market cap of $3.39 billion, a price-to-earnings ratio of 71.54, a PEG ratio of 0.67 and a beta of 1.50. The business’s fifty day moving average is $40.37 and its two-hundred day moving average is $46.17.

Shift4 Payments (NYSE:FOUR) last announced its quarterly earnings results on Thursday, November 5th. The company reported $1.49 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.36 by $0.13. Shift4 Payments had a return on equity of 28.40% and a net margin of 2.20%. The company had revenue of $1.32 billion during the quarter, compared to the consensus estimate of $652.39 million. During the same period in the previous year, the company posted $1.47 earnings per share. Shift4 Payments’s revenue for the quarter was up 10.0% on a year-over-year basis. Shift4 Payments has set its FY 2026 guidance at 5.050-5.150 EPS. Analysts anticipate that Shift4 Payments will post 4.11 EPS for the current fiscal year.

Shift4 Payments News Summary

Here are the key news stories impacting Shift4 Payments this week:

• Positive Sentiment: Shift4 reported third-quarter EPS of $1.49, above analyst estimates of $1.35–$1.36 and up from $1.47 a year earlier. Revenue grew 10% year over year. Shift4 Payments Tops Q3 Earnings Estimates
• Positive Sentiment: The company guided to FY 2026 EPS of $5.05–$5.15, above the $4.98 consensus estimate. A report also cited strong free-cash-flow guidance. Why Shift4 Payments Stock Crashed Today
• Positive Sentiment: Shift4 authorized a share buyback plan, which may support shareholder returns; the available report did not specify its size. Shift4 Authorizes a Buyback Plan
• Negative Sentiment: Reports said third-quarter sales fell short of expectations, prompting a negative market reaction and overshadowing the EPS beat and stronger guidance. Shift4 Misses Q3 2026 Sales Expectations

Shift4 Payments Company Profile

Shift4 Payments, Inc (NYSE: FOUR) is a payment technology company that provides integrated commerce solutions for businesses and organizations. Its platform supports payment acceptance across in-person, online and mobile channels, combining payment processing with point-of-sale, commerce management and reporting tools.

The company serves merchants and enterprises in industries including restaurants, hospitality, hotels, sports and entertainment venues, gaming, retail and e-commerce. Its offerings include payment gateways, point-of-sale systems, mobile and contactless payment capabilities, fraud prevention, chargeback management and business analytics.