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 omnichannel 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 500 software suites. In addition, it enables connectivity with payment processors, alternative payment rails and many different payment devices. Its suite of technology solutions includes SkyTab POS, VenueNext, Lighthouse, SkyTab Mobile, 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 04/06/2025
Director of Finance/CFO 42 31/08/2025
Chief Operating Officer - 30/11/2019
Compliance Officer 43 31/12/2013
Investor Relations Contact - 30/09/2021

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

Director TitleAgeSince
Chairman 42 16/12/2025
Director/Board Member 55 04/08/2025
Director/Board Member 61 31/05/2020
Director/Board Member 61 31/05/2020
Director/Board Member 54 15/08/2021
Director/Board Member 50 03/10/2022
Director/Board Member 55 19/02/2025

Shareholders: Shift4 Payments, Inc.

NameEquities%Valuation
34.47 %
23,286,551 34.47 % 1 026 M $
Wasatch Advisors LP
10.03 %
6,778,925 10.03 % 299 M $
Durable Capital Partners LP
9.779 %
6,606,969 9.779 % 291 M $
Vanguard Fiduciary Trust Co.
8.984 %
6,070,018 8.984 % 268 M $
BlackRock Advisors LLC
8.944 %
6,042,683 8.944 % 266 M $
NameEquities%Valuation
D.E. Shaw & Co., Inc.
15.51 %
1,550,707 15.51 % 88 M $
Voya Investment Management Co. LLC
7.464 %
746,395 7.464 % 42 M $
Magnetar Financial LLC
6.85 %
685,000 6.85 % 39 M $
Two Sigma Investments LP
6.064 %
606,373 6.064 % 34 M $
Wolverine Asset Management LLC
5.055 %
505,482 5.055 % 29 M $

Holdings: Shift4 Payments, Inc.

NameEquities%Valuation
5,961,820 67.27% 93 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.($)
-7.03%-10.39%-51.39%-35.72% 3.84B
-0.80%-4.16%-7.91%+41.81% 589B
-2.66%-6.88%-35.35%-39.59% 41.95B
-7.32%-11.10%+7.16%-15.65% 38.56B
-4.15%-12.20%-73.47%-49.86% 31.28B
-2.70%-0.85%-3.70%+64.16% 22.49B
-3.43%-10.14%-24.27%-29.65% 20.39B
-1.83%0.00%-3.70%+52.41% 12.29B
-1.62%-4.16%+43.75%+70.15% 7.12B
-11.09%-23.76%+59.98%+156.20% 5.71B
Average -4.26%-8.14%-8.89%+21.43% 77.25B
Weighted average by Cap. -1.62%-5.13%-10.79%+30.46%
Trader
Investor
Global
Quality
ESG MSCI
B
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
24
Last Close Price
43.91USD
Average target price
65.96USD
Spread / Average Target
+50.21%

Quarterly revenue - Rate of surprise

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