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Shift4 Payments, Inc. Stock: price and insider trades · United States
No insider purchase over the last 90 days. The latest was filed 11 Mar 2026.
Shift4 Payments, Inc.: what insiders have been doing
Shift4 Payments, Inc. belongs to the Business Services sector. Filings by its managers are published through SEC (Form 4). In the past year (18 October 2025 to 18 October 2026), 20 filings came from 9 insiders.
The record shows 3 purchases on the open market worth €9.0M, made by 1 insider, against 3 sales worth €1.0M by 3 insiders. On balance, insiders were net buyers of €8.0M. A purchase on the market is a deliberate choice to commit personal money, which is why it draws more attention than a grant. Biggest ticket of the year: €5.6M, bought by Isaacman Jared and made public on 2 March 2026.
For context, the typical company on the same exchange (median of 5,813 companies) published 19 filings over the same period, against 20 filings here. Since 2021, the database holds 12 purchases and 42 sales by insiders of the company. The 10-K for the year ended 31 December 2025 shows 4.18 bn USD of revenue and 119.0 m USD of net income.
The latest purchase dates back some time: it was published 221 days ago, on 11 March 2026. The median gap between a trade and its publication by SEC (Form 4) is 3 days. US insiders must file a Form 4 within two business days of a trade.
For comparison within the same sector, see the insider buying recorded at Coursera, Inc. Every figure here comes from the filings published by SEC (Form 4) and describes the past, not future prices; it is not investment advice.
Insider Decl.
184
Thresholds
n/a
Buy Volume
€30M
12 ops. · all time
Sell Volume
€15M
42 ops. · all time
Who traded when
BuySaleDavid Taylor Lauber5 sales
Nancy Disman5 sales
James J. Whalen4 sales
Jared Isaacman4 buys
Karen Roter Davis2 sales
Sarah Goldsmith-Grover2 sales
+1 other insider
Since the insiders bought
- -18.9%Entry US$43.91 · Close at T+90 US$35.63
Entry is the close on the day after publication, the first price a reader could act on. Prices in the listing currency. Past moves are not a forecast.
Analyst consensus: bullish or bearish?
Analysts rate Shift4 Payments, Inc. Buy (bullish), based on 21 analysts. Average price target: US$53.38.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Fundamental score
Ranked 12,328 of 24,158 companies
51.0
score / 100
Value65
Quality38
FCF yld12%
Earn yld2.5%
EV/EBITDA9.5x
ROE6.5%
Gross mgn34%
Net mgn1.9%
Debt/EBITDA5.6x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2025FY ended December 2025 · cache
US$37.99
Analyst consensus
21 analystsBuy
US$40.00Target US$53.38(+41%)US$94.00
Income statement
RevenueUS$4.2B
Gross profitUS$1.4B34% margin
EBITDAUS$817M20% margin
Net incomeUS$79M2.2% margin
Valuation
PER (trailing)60.3x
PER (forward)6.2x
P/Book4.9x
Beta1.39
Balance sheet & cash
Market capUS$3B
Total debtUS$4.6B
Free Cash FlowUS$373M
Debt / Equity262%
Profitability & ownership
ROE6.5%
ROA3.3%
% insiders30.5%
% institutions89.3%
Last declaration on 7 August 2026
Declarations184 total
24,854 shares0Class A Common StockSEC:0001193125-26-340231:1
14,073 shares@ US$55.610.025% mcap6.9% of flowClass A Common StockSEC:0001193125-26-340231:0
5,100 sharesClass A Common StockSEC:0001794669-26-000036:0
5,100 sharesClass A Common StockSEC:0001794669-26-000035:0
7,343 sharesClass A Common StockSEC:0001794669-26-000033:0
5,100 sharesClass A Common StockSEC:0001794669-26-000038:0
1,600 shares0Class A Common StockSEC:0001193125-26-111389:0
43,827 shares@ US$45.74534.0% of flowClass A Common StockSEC:0001193125-26-101011:0
Canonical exit: 8 Jun 2026 (T+90)
2,750 shares@ US$58.491.0% of flowClass A Common StockSEC:0001193125-26-091470:0
45,693 shares@ US$43.83494.0% of flowClass A Common StockSEC:0001193125-26-089784:0
Canonical exit: 31 May 2026 (T+90)
3,916 shares@ US$58.497.2% of flowClass A Common StockSEC:0001193125-26-089569:0
13,959 shares@ US$58.493.1% of flowClass A Common StockSEC:0001193125-26-089567:0
17,137 shares@ US$44.076.5% of flowClass A Common StockSEC:0001193125-26-089563:0
5,765 shares@ US$58.491.3% of flowClass A Common StockSEC:0001193125-26-089559:0
136,993 shares@ US$48.380913.1% of flowClass A Common StockSEC:0001193125-26-084035:0
Canonical exit: 27 May 2026 (T+90)
951,487 sharesClass A Common StockSEC:0001193125-26-043738:0
5,000 shares@ US$69.501.4% of flowClass A Common StockSEC:0001193125-25-319668:0
10,681 shares@ US$68.90842.8% of flowClass A Common StockSEC:0001193125-25-319667:0
130,257 shares0Class C Common StockSEC:0001193125-25-314727:0
1,438 shares@ US$71.503.3% of flowClass A Common StockSEC:0001193125-25-282896:0
5,000 shares@ US$87.28081.7% of flowClass A Common StockSEC:0001193125-25-206152:0
28,523 shares0Class C Common StockSEC:0000950170-25-113851:0
2,500 shares@ US$88.590.9% of flowClass A Common StockSEC:0000950170-25-113253:0
794 shares@ US$89.8952.3% of flowClass A Common StockSEC:0000950170-25-110286:0
91,721 shares@ US$81.902115.0% of flowClass A Common StockSEC:0000950170-25-106622:0
Canonical exit: 6 Nov 2025 (T+90)
25 of 184 declarations
About Shift4 Payments, Inc.
Shift4 Payments, Inc. (NYSE: FOUR) is a U.S.-listed payments and commerce technology company headquartered in Center Valley, Pennsylvania, United States. Founded in 1999 by Jared Isaacman, the company began as a payments processor and has evolved into a broader integrated commerce platform. For investors, Shift4 should be viewed as a specialist in vertical payment solutions with a strong footprint in hospitality, food service, retail, entertainment, lodging, and venue-based commerce.
At its core, Shift4 provides omnichannel payment acceptance and processing. The platform is designed to handle in-store, online, and mobile transactions, alongside contactless payments, digital wallets, and alternative payment methods. Its technology stack includes payment gateways, EMV devices, point-of-sale and property-management integrations, mobile ordering capabilities, and tools intended to simplify complex payment environments for merchants and software partners. In practical terms, the company aims to reduce the friction and operational complexity of accepting payments while improving checkout experience and merchant efficiency.
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Competitively, Shift4 operates in a crowded global payments industry alongside large diversified processors and specialized fintech providers. Its main differentiation is not a generic processing model, but a vertically integrated approach focused on industry-specific workflows. The company has historically emphasized deep integration in hospitality and entertainment, where payment acceptance is closely tied to operational software and guest experience. That vertical strategy can create sticky merchant relationships and support cross-sell opportunities. Company materials indicate that Shift4 processes billions of transactions annually for hundreds of thousands of businesses worldwide, suggesting scale and broad merchant reach, although investors should still assess growth quality and margin durability carefully.
Recent strategic developments have highlighted two themes: product expansion and structural simplification. In May 2026, Shift4 announced a partnership with Lydian to expand its Pay with Crypto offering and enable merchants to accept USDT with local-currency settlement. That followed a December 2025 launch of a global stablecoin settlement platform, showing that the company is actively pushing into next-generation payment rails. On the corporate side, Shift4 also completed a simplification of its capital structure in 2026 by becoming a single-share-class company, which can improve governance clarity and market transparency. The company also continues to broaden its ecosystem through new merchant wins and software integrations across hospitality and live entertainment. Overall, FOUR is a growth-oriented NYSE name tied to secular digital-payments adoption, but its investment case remains dependent on execution, competitive positioning, and the pace of innovation in the payments landscape.
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