Business description: Shift4 Payments, Inc.

Shift4 Payments, Inc. is engaged in commerce-enabling technology. The Company is an independent provider of software and payment processing solutions in the United States based on the total volume of payments processed. Its payments platform provides omni-channel card acceptance and processing solutions across multiple payment types, including credit, debit, contactless card, Europay, MasterCard and Visa (EMV), QR Pay, and mobile wallets, as well as alternative payment methods, such as Apple Pay, Google Pay, Alipay and WeChat Pay. Through its proprietary gateway, its payments platform is integrated with over 550 software suites. It enables connectivity with the payment processors, alternative payment rails and many different payment devices. Its suite of technology solutions includes SkyTab POS, SkyTab Mobile, SkyTab Venue, Lighthouse, The Giving Block, Shift4Shop and Marketplace. Its SkyTab POS offering helps its merchants scale their business and improve operational efficiency.

Number of employees: 6,300

Sales by Activity: Shift4 Payments, Inc.

Fiscal Period: December 2021 (USD) 2022 (USD) 2023 (USD) 2024 (USD) 2025 (USD)

Data Processing

1.37B 1.99B 2.56B 3.33B 4.18B

Geographical breakdown of sales: Shift4 Payments, Inc.

Fiscal Period: December 2021 (USD) 2022 (USD) 2023 (USD) 2024 (USD) 2025 (USD)

United States

1.37B 1.99B 2.46B 2.77B 3.31B

International

- - 101M 560M 868M

Executive Committee: Shift4 Payments, Inc.

Manager TitleAgeSince
Chief Executive Officer 42 05/06/2025
President 57 01/04/2026
Director of Finance/CFO 42 01/09/2025
Chief Operating Officer - 01/12/2019
Compliance Officer 43 01/01/2014

Composition of the Board of Directors: Shift4 Payments, Inc.

Director TitleAgeSince
Chairman 42 17/12/2025
Director/Board Member 55 05/08/2025
Director/Board Member 61 01/06/2020
Director/Board Member 61 01/06/2020
Director/Board Member 54 16/08/2021
Director/Board Member 50 04/10/2022
Director/Board Member 55 20/02/2025

Shareholders: Shift4 Payments, Inc.

NameEquities%Valuation
27.48 %
22,321,692 27.48 % 976 M $
Durable Capital Partners LP
8.133 %
6,606,969 8.133 % 289 M $
BlackRock Advisors LLC
7.438 %
6,042,683 7.438 % 264 M $
Darlington Partners Capital Management LP
6.858 %
5,571,725 6.858 % 244 M $
Wasatch Advisors LP
5.178 %
4,206,244 5.178 % 184 M $
NameEquities%Valuation
D.E. Shaw & Co., Inc.
15.51 %
1,550,707 15.51 % 83 M $
Voya Investment Management Co. LLC
7.464 %
746,395 7.464 % 40 M $
Wolverine Asset Management LLC
7.066 %
706,580 7.066 % 38 M $
Magnetar Financial LLC
6.85 %
685,000 6.85 % 37 M $
Two Sigma Investments LP
6.064 %
606,373 6.064 % 33 M $

Holdings: Shift4 Payments, Inc.

NameEquities%Valuation
8,064,570 91% 118 M $

Company details: Shift4 Payments, Inc.

Shift4 Payments, Inc.

3501 Corporate Parkway

18034, Center Valley

+

http://www.shift4.com
address Shift4 Payments, Inc.(FOUR)

Transaction & Payment Services

Change 5d. change 1-year change 3-years change Capi.($)
-9.11%-5.82%-50.22%-29.48% 3.6B
-0.78%-2.82%-9.57%+36.67% 601B
+6.72%+4.23%+48.63%+26.18% 44.55B
-1.84%-10.05%-35.43%-31.16% 40.02B
-2.34%-10.72%-69.86%-53.53% 29.58B
+12.51%+11.97%+5.10%+48.96% 22.48B
-1.34%-4.38%-14.05%-35.17% 18.93B
+0.19%-2.12%+2.02%+95.64% 14.68B
+1.76%-10.33% - - 13.27B
-0.86%+8.33%+42.57%+67.80% 8.05B
Average +0.49%-2.03%-8.98%+13.99% 79.58B
Weighted average by Cap. -0.09%-2.66%-8.98%+28.93%
Trader
Investor
Global
Quality
ESG MSCI
B
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
24
Last Close Price
42.58USD
Average target price
62.76USD
Spread / Average Target
+47.40%

Quarterly revenue - Rate of surprise

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