as of 03-11-2026 3:59pm EST
Shift4 Payments Inc is provider of integrated payment processing and technology solutions. The company offers software providers a single integration to an end-to-end payments offering, a powerful gateway and a robust suite of technology solutions (including cloud enablement, business intelligence, analytics, and mobile) to enhance the value of their software suites and simplify payment acceptance. The company derives maximum revenue from United States.
| Founded: | 1999 | Country: | United States |
| Employees: | N/A | City: | CENTER VALLEY |
| Market Cap: | 3.0B | IPO Year: | 2020 |
| Target Price: | $87.35 | AVG Volume (30 days): | 2.6M |
| Analyst Decision: | Buy | Number of Analysts: | 23 |
| Dividend Yield: | N/A | Dividend Payout Frequency: | N/A |
| EPS: | N/A | EPS Growth: | N/A |
| 52 Week Low/High: | $43.32 - $107.16 | Next Earning Date: | 05-29-2026 |
| Revenue: | $4,180,000,000 | Revenue Growth: | 25.50% |
| Revenue Growth (this year): | 24.9% | Revenue Growth (next year): | 14.56% |
| P/E Ratio: | 27.53 | Index: | N/A |
| Free Cash Flow: | 624.0M | FCF Growth: | +27.30% |
10% Owner
Avg Cost/Share
$45.75
Shares
43,827
Total Value
$2,004,879.26
Owned After
1,410,727
SEC Form 4
10% Owner
Avg Cost/Share
$43.83
Shares
45,693
Total Value
$2,002,948.09
Owned After
1,410,727
SEC Form 4
10% Owner
Avg Cost/Share
$44.15
Shares
159,244
Total Value
$7,030,415.58
Owned After
1,410,727
SEC Form 4
10% Owner
Avg Cost/Share
$48.38
Shares
136,993
Total Value
$6,627,844.63
Owned After
1,410,727
SEC Form 4
Chief Executive Officer
Avg Cost/Share
$69.34
Shares
12,000
Total Value
$828,031.05
Owned After
273,588
Director
Avg Cost/Share
$69.50
Shares
5,000
Total Value
$347,500.00
Owned After
130,420
SEC Form 4
| Insider | Ticker | Relationship | Date | Transaction | Avg Cost | Shares | Total Value | Owned After | SEC Forms |
|---|---|---|---|---|---|---|---|---|---|
| Isaacman Jared | FOUR | 10% Owner | Mar 10, 2026 | Buy | $45.75 | 43,827 | $2,004,879.26 | 1,410,727 | |
| Isaacman Jared | FOUR | 10% Owner | Mar 2, 2026 | Buy | $43.83 | 45,693 | $2,002,948.09 | 1,410,727 | |
| Isaacman Jared | FOUR | 10% Owner | Feb 27, 2026 | Buy | $44.15 | 159,244 | $7,030,415.58 | 1,410,727 | |
| Isaacman Jared | FOUR | 10% Owner | Feb 26, 2026 | Buy | $48.38 | 136,993 | $6,627,844.63 | 1,410,727 | |
| Lauber David Taylor | FOUR | Chief Executive Officer | Dec 11, 2025 | Sell | $69.34 | 12,000 | $828,031.05 | 273,588 | |
| Disman Nancy | FOUR | Director | Dec 11, 2025 | Sell | $69.50 | 5,000 | $347,500.00 | 130,420 |
SEC 8-K filings with transcript text
Feb 26, 2026 · 100% conf.
1D
+3.41%
$50.07
5D
+9.51%
$53.03
20D
+8.11%
$52.35
four-202602260001794669FALSE00017946692026-02-262026-02-260001794669us-gaap:CommonClassAMember2026-02-262026-02-260001794669four:SeriesAConvertiblePreferredStockMember2026-02-262026-02-26
Washington, D.C. 20549
Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934
February 26, 2026 Date of Report (date of earliest event reported)
(Exact name of registrant as specified in its charter)
Delaware (State or other jurisdiction of incorporation) 001-39313 (Commission File Number) 84-3676340 (I.R.S. Employer Identification Number)
3501 Corporate Pkwy Center Valley, PA 18034
(Address of principal executive offices) (Zip Code)
(888) 276-2108
(Registrant's telephone number, including area code)
N/A
(Former Name or Former Address, if Changed Since Last Report)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:
☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each class Trading Symbol Name of each exchange on which registered
Class A common stock, par value $0.0001
The New York Stock Exchange
Series A Mandatory Convertible Preferred Stock, par value $0.0001
The New York Stock Exchange
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 12b-2 of the Exchange Act. Emerging growth company ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐
Item 2.02 - Results of Operations and Financial Condition. On February 26, 2026, Shift4 Payments, Inc. (the "Company") announced its financial results for the quarter and year ended December 31, 2025. The full text of the press release issued in connection with the announcement is furnished as Exhibit 99.1 to this Current Report on Form 8-K. The information contained in Item 2.02 of this Current Report on Form 8-K (including Exhibit 99.1 attached hereto) shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, except as expressly provided by specific reference in such a filing. Item 9.01 - Financial Statements and Exhibits.
(d) The following exhibits are being filed herewith:
Exhibit No. Description
99.1 Press Release issued on February 26, 2026
104 Cover Page Interactive Data File (embedded within the Inline XBRL document)
Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
Date: February 26, 2026
By: /s/ Jordan Frankel
Name: Jordan Frankel
Title: Chief Legal Officer
Nov 6, 2025
four-202511060001794669FALSE00017946692025-11-062025-11-060001794669us-gaap:CommonClassAMember2025-11-062025-11-060001794669four:SeriesAConvertiblePreferredStockMember2025-11-062025-11-06
Washington, D.C. 20549
Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934
November 6, 2025 Date of Report (date of earliest event reported)
(Exact name of registrant as specified in its charter)
Delaware (State or other jurisdiction of incorporation) 001-39313 (Commission File Number) 84-3676340 (I.R.S. Employer Identification Number)
3501 Corporate Pkwy Center Valley, PA 18034
(Address of principal executive offices) (Zip Code)
(888) 276-2108
(Registrant's telephone number, including area code)
N/A (Former Name or Former Address, if Changed Since Last Report)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:
☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each class Trading Symbol Name of each exchange on which registered
Class A common stock, par value $0.0001FOURThe New York Stock Exchange Series A Mandatory Convertible Preferred Stock, par value $0.0001FOUR.PRAThe New York Stock Exchange
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 12b-2 of the Exchange Act. Emerging growth company ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐
Item 2.02 - Results of Operations and Financial Condition. On November 6, 2025, Shift4 Payments, Inc. (the "Company") announced its financial results for the quarter ended September 30, 2025. The full text of the press release issued in connection with the announcement is furnished as Exhibit 99.1 to this Current Report on Form 8-K. The information contained in Item 2.02 of this Current Report on Form 8-K (including Exhibit 99.1 attached hereto) shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, except as expressly provided by specific reference in such a filing. Item 9.01 - Financial Statements and Exhibits.
(d) The following exhibits are being filed herewith:
Exhibit No.Description 99.1Press Release issued on November 6, 2025
104 Cover Page Interactive Data File (embedded within the Inline XBRL document)
Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
Date: November 6, 2025
By: /s/ Jordan Frankel Name: Jordan Frankel Title: Secretary, General Counsel and Executive Vice President, Legal, Risk and Compliance
Aug 5, 2025
four-202507030001794669FALSE00017946692025-07-032025-07-030001794669us-gaap:CommonClassAMember2025-07-032025-07-030001794669four:SeriesAConvertiblePreferredStockMember2025-07-032025-07-03
Washington, D.C. 20549
Amendment No. 1
Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934
July 3, 2025 Date of Report (date of earliest event reported)
(Exact name of registrant as specified in its charter)
Delaware (State or other jurisdiction of incorporation) 001-39313 (Commission File Number) 84-3676340 (I.R.S. Employer Identification Number)
3501 Corporate Pkwy Center Valley, PA 18034
(Address of principal executive offices) (Zip Code)
(888) 276-2108
(Registrant's telephone number, including area code)
N/A (Former Name or Former Address, if Changed Since Last Report)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:
☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each class Trading Symbol Name of each exchange on which registered
Class A common stock, par value $0.0001FOURThe New York Stock Exchange Series A Mandatory Convertible Preferred Stock, par value $0.0001FOUR.PRAThe New York Stock Exchange
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 12b-2 of the Exchange Act. Emerging growth company ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐
Explanatory Note
This Amendment No. 1 to Current Report on Form 8-K/A is being filed with the Securities and Exchange Commission solely to amend the Current Report on Form 8-K filed on July 3, 2025 (the "Original 8-K") to report that Shift4 Payments, Inc. (the "Company") previously filed Current Report Form 8-K on May 15, 2025 (the "Previously Filed 8-K") that included the Pro Forma Financial Information required to be filed under Item 9.01(b) in the Original 8-K. Such Pro Forma Financial Information was filed as Exhibit 99.1 to the Previously Filed 8-K and is incorporated by reference herein. The Original 8-K is not otherwise amended or supplemented
Item 2.02 - Results of Operations and Financial Condition. On August 5, 2025, the Company announced its financial results for the quarter ended June 30, 2025. The full text of the press release issued in connection with the announcement is furnished as Exhibit 99.2 to this Current Report on Form 8-K. The information contained in Item 2.02 of this Current Report on Form 8-K (including Exhibit 99.2 attached hereto) shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, except as expressly provided by specific reference in such a filing. Item 5.02 - Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers
CFO Transition
On August 5, 2025, Nancy Disman informed the Company of her intent to resign from her position as the Company's Chief Financial Officer effective September 1, 2025 (the "CFO Transition Date") and serve as a Senior Advisor to transition her responsibilities through January 2, 2026 at which time she will retire from the Company ("Retirement Date").
On August 5, 2025, the Company's board of directors (the "Board") appointed Christopher N. Cruz as the Company's Chief Financial Officer and designated him as the principal financial officer, in each case effective as of the CFO Transition Date.
A description of Mr. Cruz's background and experience can be found in the Company's definitive proxy statement on Schedule 14A (the "Proxy Statement"), filed with the Securities and Exchange Commission (the "SEC") on April 30, 2025. Mr. Cruz is a party to the Company's standard indemnification agreement for directors and officers. There are no family relationships between Mr. Cruz and any director or executive officer of the C
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