Whales with a lot of money to spend have taken a noticeably bearish stance on Shift4 Payments.Looking at options history for Shift4 Payments (NYSE:FOUR) we detected 31 trades.If we consider the specifics of each trade, it is accurate to state that 38% of the investors opened trades with bullish expectations and 51% with bearish.From the overall spotted trades, 26 are puts, for a total amount of $1,617,777 and 5, calls, for a total amount of $200,018.Predicted Price RangeTaking into account the Volume and Op ...

Shift4 Payments (FOUR) came out with quarterly earnings of $1.6 per share, beating the Zacks Consensus Estimate of $1.57 per share. This compares to earnings of $1.35 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +2.24%. A quarter ago, it was expected that this company would post earnings of $1.46 per share when it actually produced earnings of $1.47, delivering a surprise of +0.68%.Over the last four quarters, the company h ...

By Karen Roman Shift4 Payments, Inc. (NYSE: FOUR) said volume was $59 billion in the fourth quarter of 2025 increasing 23% year over year. Non-GAAP net income was $156 million resulting in $1.60 of non-GAAP EPS, with an adjusted EBITDA of $304 million, up 48%, the company stated. The company supports businesses across industries in more than 75 countries with Asia and the Middle East gaining momentum as strategic markets, it said. “Our quarterly financial performance delivered a combination of growth, ...

Shift4 Payments (NYSE:FOUR) Q4 2025 Earnings call February 26, 2026 08:30 AM ET Company ParticipantsChristopher Cruz - CFODominic Ball - VP of Equity ResearchTaylor Lauber - CEOThomas McCrohan - Head of Investor RelationsWill Nance - VPConference Call ParticipantsDan Dolev - Managing Director and Senior Fintech Equity Research AnalystDan Perlin - Managing Director and Senior Equity AnalystDarrin Peller - Managing Director and Senior AnalystTimothy Chiodo - Managing Director and Lead Equity Research AnalystO ...

Shift4 Payments (NYSE:FOUR) Q4 2025 Earnings call February 26, 2026 08:30 AM ET Company ParticipantsChristopher Cruz - CFODominic Ball - VP of Equity ResearchTaylor Lauber - CEOThomas McCrohan - Head of Investor RelationsWill Nance - VPConference Call ParticipantsDan Dolev - Managing Director and Senior Fintech Equity Research AnalystDan Perlin - Managing Director and Senior Equity AnalystDarrin Peller - Managing Director and Senior AnalystTimothy Chiodo - Managing Director and Lead Equity Research AnalystO ...

Shift4 Payments (NYSE:FOUR) Q4 2025 Earnings call February 26, 2026 08:30 AM ET Speaker5Hello, and welcome to today's Shift4 Payments, Inc. Q4 2025 earnings conference call. At this time, all participants are in a listen-only mode. Later, you'll have the opportunity to ask questions during the question-and-answer session. To register to ask a question at any time, please press star 1 on your telephone keypad. We will be standing by should you need any assistance. It is now my pleasure to turn the meeting ov ...

Exhibit 99.1 Images Powered by & Grok Experiences Powered by Shift4. SHIFT ④ We power the Experience Economy. Enabling businesses to deliver the Moments that Matter. Q4 2025 Shareholder Letter | Investors.shift4.com Forward-Looking Statements This letter contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Shift4 Payments, Inc. ("we. "our," the "Company." o "Shift4") intends such forward-looking statements to be covered by the safe harbor provisions ...

In its upcoming report, Shift4 Payments (FOUR) is predicted by Wall Street analysts to post quarterly earnings of $1.57 per share, reflecting an increase of 16.3% compared to the same period last year. Revenues are forecasted to be $618.08 million, representing a year-over-year increase of 52.6%.The current level reflects no revision in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projectio ...

Company Overview - Shift4 Payments provides integrated payment processing, point-of-sale systems, eCommerce solutions, and business intelligence tools for merchants across multiple channels, specifically targeting stadiums, entertainment venues, and eCommerce [9] - The company reported a total revenue of $3.88 billion and a net income of $170.20 million for the trailing twelve months (TTM) [4] - As of February 10, 2026, the stock price was $59.81, reflecting a one-year price change of -51.1% [4][8] Recent Developments - Maestria Partners LLC disclosed a significant investment in Shift4 Payments, increasing its holding by 143,763 shares valued at approximately $10.16 million during the fourth quarter of 2025 [2] - The value of Maestria's position in Shift4 rose by $3.68 million, influenced by both share purchases and stock price movements [2] - This investment comes at a pivotal time as founder Jared Isaacman has recently left the company to become the NASA Administrator [7] Financial Performance - Despite a decline in stock value, Shift4 Payments experienced a revenue increase of nearly $3.0 billion, which rose by 22% compared to the same period in 2024 [11] - Operating income increased by 39% over the same timeframe, indicating better operational performance despite a significant income tax benefit affecting net income [11] Competitive Position - Shift4 Payments differentiates itself from other fintech companies by specializing in services for the hospitality industry, providing a competitive advantage over more generalized providers like PayPal [10] - The company's strategy focuses on delivering seamless, secure, and omni-channel payment experiences, leveraging its proprietary technology stack and broad integration capabilities [6]

What happened According to its SEC filing dated Feb. 13, 2026, the University of Illinois Foundation increased its holding in Shift4 Payments (NYSE:FOUR) by 67,000 shares during the fourth quarter of 2025. The estimated transaction value was $4.73 million, calculated using the mean closing price within the quarter. The quarter-end value of the position increased by roughly $2.55 million, reflecting both the additional shares purchased and price changes during the period. What else to know This buy bring ...