Shift4 Payments
Connects payment acceptance and commerce software for merchants that shop, dine, stay, and play.
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Profile
Combines payment acceptance with commerce software for businesses across shopping, dining, lodging, and events. Global Blue and Smartpay added tax-free-shopping technology and an Australia/New Zealand distribution network.
Payment acceptance and commerce software serve merchants in shopping, dining, lodging, and events. The platform processes transactions for hundreds of thousands of businesses and connects payments with merchant software. It is designed for merchants at different scales and settings.
Global Blue contributes tax-free shopping, dynamic currency conversion, and payment technology for retail brands, while Smartpay brings payment processing and POS distribution in Australia and New Zealand. The acquisitions broadened the company's technology and regional distribution.
Integrating acquired payment technology, merchant relationships, and regional distribution is part of the operating model.
Company facts
Categories
Key statistics
Year to date −29.9% · Average volume (30d) 1.7M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 25, 2026 | Wells Fargo | Upgrade | Buy | Overweight | $82 | $59 |
| Aug 10, 2026 | DA Davidson | Reiterate | Buy | $74 | $68 | |
| Aug 10, 2026 | Mizuho Securities | Target | $90 | $55 | ||
| Aug 7, 2026 | Raymond James | Target | $67 | $51 | ||
| Aug 7, 2026 | UBS | Reiterate | Buy | $52 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 6, 2026Q2 FY26 | $1.26 | $1.32 | +4.8% | $615.7M | $624.0M | +1.4% | −18.77% |
| May 7, 2026Q1 FY26 | $0.99 | $0.97 | −2.0% | $1.09B | $549.0M | −49.5% | −9.11% |
| Feb 26, 2026Q4 FY25 | $1.57 | $1.60 | +1.9% | $617.8M | $610.0M | −1.3% | −8.97% |
| Nov 6, 2025Q3 FY25 | $1.46 | $1.47 | +0.7% | $1.20B | $1.18B | −2.3% | −1.00% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $848.3M | $966.2M | $1.18B | $1.19B | $1.12B | $1.30B | |
| Gross profit | $257.0M | $292.5M | $429.0M | $450.0M | $392.0M | $446.0M | |
| Operating income | $25.4M | $83.1M | $114.6M | $128.0M | $50.0M | $95.0M | |
| Net income | $16.7M | $34.0M | $28.1M | $25.0M | $15.0M | $22.0M | |
| Diluted EPS | $0.20 | $0.32 | $0.14 | $0.37 | −$0.01 | $0.09 | |
| Gross margin | 30.3% | 30.3% | 36.5% | 37.8% | 35.0% | 34.4% | |
| Operating margin | 3.0% | 8.6% | 9.7% | 10.8% | 4.5% | 7.3% |
Fiscal years (4-quarter sums)FY21 $1.37B · FY22 $1.99B · FY23 $2.56B · FY24 $3.33B · FY25 $4.18B
Revenue by product · Q1 FY26
Revenue by geography · FY25
Balance sheet, Jun 30, 2026Cash & short-term investments $356.0M · Total debt $4.57B · Total assets $8.70B · Shareholders' equity $1.62B
Dividends
No dividends on record.
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 69.18M · Float 43.31M · 62.6% free float
A Form 4 total here can count shares the filer formally disclaims — an award voted by proxy, for instance — which the holder's own Schedule 13D/G excludes, so where the two disagree the schedule's smaller figure is used.
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Isaacman Jared · 10 percent owner | 22.36M | 32.33% | Form 4 | May 13, 2026 |
| Darlington Partners Capital Management, LP | 7.16M | 10.35% | 13F | Aug 14, 2026 |
| BlackRock, Inc. | 5.58M | 8.07% | 13F | Aug 7, 2026 |
| Durable Capital Partners LP | 4.42M | 6.39% | 13F | Aug 14, 2026 |
| Ensign Peak Advisors, Inc | 3.06M | 4.42% | 13F | Aug 14, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| May 11, 2026 | Jared Isaacman | 10 percent owner | +195,500 | $41.41 |
| May 12, 2026 | Jared Isaacman | 10 percent owner | +193,000 | $40.66 |
| Mar 10, 2026 | Jared Isaacman | 10 percent owner | +43,827 | $45.75 |
| Mar 2, 2026 | Jared Isaacman | 10 percent owner | +45,693 | $43.83 |
| Feb 26, 2026 | Jared Isaacman | 10 percent owner | +136,993 | $48.38 |
Peers
- Toast
Restaurant POS, payments and guest engagement for hospitality operators
- Fiserv
Merchant acquiring and Clover POS for businesses at every scale
- Global Payments
Merchant acceptance and commerce software from SMB to enterprise
- Block
Square POS, payments and online commerce for sellers
- Shopify
Commerce platform, Shopify Payments and POS for omnichannel merchants
- Lightspeed Commerce
Unified POS and payments for restaurants and retailers
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Shift4 Payments | $44.50 | +1.23% | $4.00B | 75.2 | 6.6 | 0.8 | −35.4% |
| Toast | $35.48 | +0.97% | $20.39B | 45.1 | 22.8 | 3.0 | +23.1% |
| Fiserv | $53.30 | +0.24% | $28.36B | 10.2 | 7.2 | 1.4 | −10.0% |
| Global Payments | $91.82 | +0.02% | $22.79B | — | 6.2 | 2.2 | +61.5% |
| Block | $83.54 | −0.05% | $49.74B | 149.2 | 18.3 | 2.0 | +9.3% |
| Shopify | $152.40 | −0.33% | $198.41B | 102.6 | 72.8 | 15.0 | +32.0% |
| Lightspeed Commerce | $10.60 | 0.00% | $1.46B | — | 15.3 | 1.2 | +4.1% |
| Median | 73.8 | 16.8 | 2.1 | +16.2% |