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as of 03-11-2026 3:59pm EST

$47.23
+$0.35
+0.75%
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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
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%

Stock Insider Trading Activity of Shift4 Payments Inc. (FOUR)

Buy
FOUR Mar 10, 2026

Avg Cost/Share

$45.75

Shares

43,827

Total Value

$2,004,879.26

Owned After

1,410,727

SEC Form 4

Buy
FOUR Mar 2, 2026

Avg Cost/Share

$43.83

Shares

45,693

Total Value

$2,002,948.09

Owned After

1,410,727

SEC Form 4

Buy
FOUR Feb 27, 2026

Avg Cost/Share

$44.15

Shares

159,244

Total Value

$7,030,415.58

Owned After

1,410,727

SEC Form 4

Buy
FOUR Feb 26, 2026

Avg Cost/Share

$48.38

Shares

136,993

Total Value

$6,627,844.63

Owned After

1,410,727

SEC Form 4

Lauber David Taylor

Chief Executive Officer

Sell
FOUR Dec 11, 2025

Avg Cost/Share

$69.34

Shares

12,000

Total Value

$828,031.05

Owned After

273,588

Sell
FOUR Dec 11, 2025

Avg Cost/Share

$69.50

Shares

5,000

Total Value

$347,500.00

Owned After

130,420

SEC Form 4

Earnings Transcripts

SEC 8-K filings with transcript text

View All
2025
Q4

Q4 2025 Earnings

8-K BUY

Feb 26, 2026 · 100% conf.

AI Prediction BUY

1D

+3.41%

$50.07

5D

+9.51%

$53.03

20D

+8.11%

$52.35

Price: $48.42 Prob +5D: 100% AUC: 1.000
0001794669-26-000006

four-202602260001794669FALSE00017946692026-02-262026-02-260001794669us-gaap:CommonClassAMember2026-02-262026-02-260001794669four:SeriesAConvertiblePreferredStockMember2026-02-262026-02-26

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549


FORM 8-K


CURRENT REPORT

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)


SHIFT4 PAYMENTS, INC.

(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

FOUR

The New York Stock Exchange

Series A Mandatory Convertible Preferred Stock, par value $0.0001

FOUR.PRA

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)

SIGNATURES

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

SHIFT4 PAYMENTS, INC.

By: /s/ Jordan Frankel

Name: Jordan Frankel

Title: Chief Legal Officer

2025
Q3

Q3 2025 Earnings

8-K

Nov 6, 2025

0001794669-25-000033

four-202511060001794669FALSE00017946692025-11-062025-11-060001794669us-gaap:CommonClassAMember2025-11-062025-11-060001794669four:SeriesAConvertiblePreferredStockMember2025-11-062025-11-06

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549


FORM 8-K


CURRENT REPORT

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)


SHIFT4 PAYMENTS, INC.

(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)

SIGNATURES

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

SHIFT4 PAYMENTS, INC.

By: /s/ Jordan Frankel Name: Jordan Frankel Title: Secretary, General Counsel and Executive Vice President, Legal, Risk and Compliance

2025
Q2

Q2 2025 Earnings

8-K/A

Aug 5, 2025

0001794669-25-000025

four-202507030001794669FALSE00017946692025-07-032025-07-030001794669us-gaap:CommonClassAMember2025-07-032025-07-030001794669four:SeriesAConvertiblePreferredStockMember2025-07-032025-07-03

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549


FORM 8-K/A

Amendment No. 1


CURRENT REPORT

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)


SHIFT4 PAYMENTS, INC.

(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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