Shift4 Payments (FOUR) to Release Earnings on Thursday

Shift4 Payments (NYSE:FOUR) will likely be releasing its Q2 2026 results before the market opens on Thursday, August 6th. Analysts expect the company to post 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. Parties can check the company’s upcoming Q2 2026 earning overview 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 results 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). Shift4 Payments had a net margin of 2.63% and a return on equity of 33.55%. The business had revenue of $1.12 billion during the quarter, compared to analyst estimates of $1.09 billion. During the same quarter in the previous year, the firm posted $1.07 earnings per share. The firm’s quarterly revenue was up 49.0% on a year-over-year basis. 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 Trading Up 2.2%

Shift4 Payments stock opened at $55.50 on Wednesday. The firm has a 50-day moving average of $46.27 and a 200-day moving average of $48.51. Shift4 Payments has a one year low of $34.56 and a one year high of $94.27. The company has a debt-to-equity ratio of 2.55, a current ratio of 1.22 and a quick ratio of 1.22. The company has a market cap of $4.40 billion, a price-to-earnings ratio of 66.07, a P/E/G ratio of 0.60 and a beta of 1.40.

Wall Street Analyst Weigh In

A number of research firms recently issued reports on FOUR. BTIG Research reaffirmed a “buy” rating and issued a $70.00 target price on shares of Shift4 Payments in a research report on Thursday, May 7th. Royal Bank Of Canada reduced their price target on Shift4 Payments from $73.00 to $65.00 and set an “outperform” rating for the company in a research report on Friday, May 8th. Zacks Research raised Shift4 Payments from a “strong sell” rating to a “hold” rating in a research report on Monday, June 1st. DA Davidson dropped their price objective on Shift4 Payments from $82.00 to $74.00 and set a “buy” rating on the stock in a research note on Tuesday, May 12th. Finally, Capital One Financial set a $50.00 price objective on Shift4 Payments in a report on Tuesday, April 21st. Ten analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company has a consensus rating of “Hold” and a consensus target price of $68.43.

Insider Activity at Shift4 Payments

In other Shift4 Payments news, major shareholder Jared Isaacman bought 195,500 shares of the firm’s stock in a transaction that occurred on Monday, May 11th. The shares were acquired at an average cost of $41.41 per share, with a total value of $8,095,655.00. Following the acquisition, the insider owned 1,594,455 shares of the company’s stock, valued at $66,026,381.55. The trade was a 13.97% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Corporate insiders own 1.54% of the company’s stock.

Institutional Investors Weigh In On Shift4 Payments

Hedge funds have recently added to or reduced their stakes in the business. Marex Group plc increased its holdings in shares of Shift4 Payments by 6.0% in the fourth quarter. Marex Group plc now owns 3,487 shares of the company’s stock valued at $220,000 after purchasing an additional 196 shares during the last quarter. Parallel Advisors LLC lifted its stake in shares of Shift4 Payments by 5.6% during the 3rd quarter. Parallel Advisors LLC now owns 4,049 shares of the company’s stock worth $313,000 after buying an additional 214 shares during the last quarter. Advisors Asset Management Inc. lifted its stake in shares of Shift4 Payments by 100.0% during the 1st quarter. Advisors Asset Management Inc. now owns 434 shares of the company’s stock worth $35,000 after buying an additional 217 shares during the last quarter. Glenmede Investment Management LP boosted its holdings in shares of Shift4 Payments by 5.1% during the 3rd quarter. Glenmede Investment Management LP now owns 4,565 shares of the company’s stock worth $353,000 after buying an additional 222 shares during the period. Finally, Cerity Partners LLC boosted 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 buying an additional 225 shares during the period. Institutional investors and hedge funds own 98.87% of the company’s stock.

About Shift4 Payments

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.