Fintel reports that on October 17, 2025, Oppenheimer maintained coverage of Shift4 Payments (NYSE:FOUR) with a Outperform recommendation.
Analyst Price Forecast Suggests 50.89% Upside
As of September 30, 2025, the average one-year price target for Shift4 Payments is $111.46/share. The forecasts range from a low of $81.95 to a high of $137.55. The average price target represents an increase of 50.89% from its latest reported closing price of $73.87 / share.
See our leaderboard of companies with the largest price target upside.
The projected annual revenue for Shift4 Payments is 4,690MM, an increase of 29.89%. The projected annual non-GAAP EPS is 4.14.
What is the Fund Sentiment?
There are 916 funds or institutions reporting positions in Shift4 Payments. This is an increase of 29 owner(s) or 3.27% in the last quarter. Average portfolio weight of all funds dedicated to FOUR is 0.41%, an increase of 13.11%. Total shares owned by institutions increased in the last three months by 8.75% to 106,704K shares. 
The put/call ratio of FOUR is 0.31, indicating a bullish outlook.
What are Other Shareholders Doing?
Durable Capital Partners holds 6,665K shares representing 9.91% ownership of the company. In its prior filing, the firm reported owning 5,920K shares , representing an increase of 11.19%. The firm increased its portfolio allocation in FOUR by 15.73% over the last quarter.
Wasatch Advisors holds 6,339K shares representing 9.42% ownership of the company. In its prior filing, the firm reported owning 5,448K shares , representing an increase of 14.06%. The firm increased its portfolio allocation in FOUR by 32.43% over the last quarter.
Darlington Partners Capital Management holds 4,966K shares representing 7.38% ownership of the company. In its prior filing, the firm reported owning 4,766K shares , representing an increase of 4.03%. The firm increased its portfolio allocation in FOUR by 20.38% over the last quarter.
UBS Group holds 2,371K shares representing 3.52% ownership of the company. In its prior filing, the firm reported owning 1,003K shares , representing an increase of 57.71%. The firm decreased its portfolio allocation in FOUR by 50.28% over the last quarter.
IJH - iShares Core S&P Mid-Cap ETF holds 2,198K shares representing 3.27% ownership of the company. In its prior filing, the firm reported owning 2,239K shares , representing a decrease of 1.87%. The firm increased its portfolio allocation in FOUR by 12.25% over the last quarter.
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