Shift4 Payments (NYSE:FOUR) Issues 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 estimate of 4.980.

Shift4 Payments Stock Performance

NYSE FOUR traded down $1.90 on Thursday, hitting $42.92. 7,844,582 shares of the company’s stock traded hands, compared to its average volume of 2,025,840. The company has a current ratio of 1.21, a quick ratio of 1.21 and a debt-to-equity ratio of 2.59. Shift4 Payments has a 1-year low of $34.56 and a 1-year high of $76.09. The firm’s 50-day moving average price is $40.37 and its two-hundred day moving average price is $46.17. The firm has a market capitalization of $3.39 billion, a PE ratio of 71.54, a P/E/G ratio of 0.67 and a beta of 1.50.

Shift4 Payments (NYSE:FOUR) last released its quarterly earnings data on Thursday, November 5th. The company reported $1.49 EPS for the quarter, beating the consensus estimate of $1.36 by $0.13. Shift4 Payments had a net margin of 2.20% and a return on equity of 28.40%. The business had revenue of $1.32 billion for the quarter, compared to the consensus estimate of $652.39 million. During the same period in the prior year, the firm earned $1.47 EPS. The business’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. As a group, analysts expect that Shift4 Payments will post 4.11 EPS for the current year.

Analyst Upgrades and Downgrades

FOUR has been the topic of several recent research reports. BTIG Research lowered their price target on shares of Shift4 Payments from $60.00 to $50.00 and set a “buy” rating on the stock in a report on Tuesday, October 13th. DA Davidson reduced their price objective on Shift4 Payments from $74.00 to $68.00 and set a “buy” rating for the company in a research note on Monday, August 10th. Wells Fargo & Company raised Shift4 Payments from an “equal weight” rating to an “overweight” rating and boosted their price objective for the company from $55.00 to $59.00 in a report on Tuesday, August 25th. Zacks Research cut Shift4 Payments from a “hold” rating to a “strong sell” rating in a report on Tuesday, September 8th. Finally, Truist Financial lowered their target price on Shift4 Payments from $49.00 to $42.00 and set a “hold” rating on the stock in a research note on Friday, October 23rd. Eleven equities research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat.com, Shift4 Payments presently has a consensus rating of “Hold” and an average target price of $56.36.

Shift4 Payments News Roundup

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

About Shift4 Payments

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.