Stocks Consumer discretionary FOUR
NYSE · Consumer discretionaryShift4 Payments, Inc. (FOUR)
Shift4 Payments, Inc. brought in $4.9B of revenue over the twelve months to September 30, 2026, up 27.0% from a year earlier. Net income was $115M, a net margin of 2.3%. Operating cash flow minus capital spending left $624M of free cash flow in fiscal 2025. At September 30, 2026 it held $1.2B in cash against $5.5B of debt. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on November 5, 2026.
Key facts about Shift4 Payments, Inc.
- Net worth
- Shift4 Payments, Inc. has a market value (market cap) of $3.6B at the latest share price, and shareholders' equity of $1.5B on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2025 revenue was $4.2B (+25.5% year on year), with net income of $119M. Over the 12 months to September 30, 2026: revenue $4.9B, net income $115M.
- Cash flow
- In fiscal 2025 operations brought in $634M of cash; after $10M of capital spending, free cash flow was $624M.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on November 5, 2026 and covers the period to September 30, 2026. Open on SEC EDGAR
- Next earnings report
- Shift4 Payments, Inc.'s next report is expected around February 25, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
What Shift4 Payments, Inc. does
Shift4 Payments, Inc. is registered with the SEC under industry code SIC 7389 (Services-Business Services, NEC). Its shares trade on NYSE under the ticker FOUR.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2025 | $4.2B | $119M | n/a | $624M |
| 2024 | $3.3B | $230M | n/a | $493M |
| 2023 | $2.6B | $86M | n/a | $332M |
| 2022 | $2B | $75.1M | n/a | $267.4M |
| 2021 | $1.4B | -$48.2M | n/a | -$5.2M |
| 2020 | $766.9M | -$18.4M | n/a | -$800K |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where FOUR ranks in Consumer discretionary
Latest SEC filings
What Shift4 Payments, Inc. has filed recently, newest first. Each links to the original document on SEC EDGAR.
- November 5, 2026Quarterly report 10-Q · period to September 30, 2026Revenue rose 12% to $1.3B versus the same quarter last year; net income rose 36% to $38M.
- November 5, 2026
- August 14, 2026Passive stake changed SCHEDULE 13G/A
- August 6, 2026
- August 6, 2026Quarterly report 10-Q · period to June 30, 2026Revenue rose 34% to $1.3B versus the same quarter last year; net income fell 35% to $22M.
- August 6, 2026
- July 30, 2026Passive stake changed SCHEDULE 13G/A
- July 17, 2026Passive stake changed SCHEDULE 13G/A
- July 13, 2026
- June 17, 2026
What is FOUR worth? A DCF from its reported cash flow
Insider trades
What the people running Shift4 Payments, Inc. did with its shares, from the Form 4 filings they must send the SEC within two business days.
No insider trades were reported in the last 90 days.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| August 7, 2026 | Cruz Christopher NestorSee Remarks | Received as pay | 24,854 | - |
| August 5, 2026 | Cruz Christopher NestorSee Remarks | Shares withheld for tax | 14,073 | $782.6K |
| June 15, 2026 | Disman NancyDirector | Received as pay | 7,343 | $302.4K |
| June 15, 2026 | Halkyard Jonathan SDirector | Received as pay | 5,100 | $210K |
| June 15, 2026 | Davis Karen RoterDirector | Received as pay | 5,100 | $210K |
| June 15, 2026 | Dallaire SethDirector | Received as pay | 5,100 | $210K |
| June 15, 2026 | Goldsmith-Grover SarahDirector | Received as pay | 5,100 | $210K |
| June 15, 2026 | Bakhshandehpour SamDirector | Received as pay | 5,100 | $210K |
Who owns FOUR
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| Jared Isaacman13G, passive with 1 related filers | 25.2% | February 17, 2026 |
| Darlington Partners Capital Management, LP13G, passive with 4 related filers | 8.3% | May 15, 2026 |
| Durable Capital Partners LP13G, passive | 5.6% | August 14, 2026 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 358 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| Darlington Partners Capital Management, LP | 7,161,844 | +585,335 |
| BlackRock, Inc. | 5,584,763 | -869,069 |
| Durable Capital Partners LP | 4,423,633 | -1,742,160 |
| Ensign Peak Advisors, Inc | 3,058,581 | -47,860 |
| Neuberger Berman Group LLC | 2,649,220 | +129,315 |
| Vanguard Capital Management LLC | 2,557,320 | +271,136 |
| Vanguard Portfolio Management LLC | 2,324,424 | +300,492 |
| Wasatch Advisors LP | 2,169,197 | -2,037,047 |
| Marshall Wace, Llp | 2,031,890 | +115,218 |
| State Street Corp | 1,974,769 | -92,193 |
| Jupiter Topco LLC | 1,847,588 | new |
| Spyglass Capital Management LLC | 1,833,803 | +82,663 |
| Fmr LLC | 1,693,517 | +805,905 |
| Geode Capital Management, LLC | 1,226,603 | -194,361 |
| Citadel Advisors LLC | 1,246,944 | new |
| Clearbridge Investments, LLC | 1,196,187 | -623,192 |
| Point72 Asset Management, L.P. | 1,171,428 | +746,913 |
| Fuller & Thaler Asset Management, Inc. | 1,149,918 | -40,023 |
| Portolan Capital Management, LLC | 1,114,116 | +899,832 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1,082,866 | -50,447 |
Insiders
11 insiders reported holding 23,861,030 shares in total, about $1.07B at the last price.
| Holder | Shares |
|---|---|
| Isaacman Jared10% owner | 22,538,37020,750,915 held indirectly |
| Lauber David TaylorChief Executive Officer, Director | 450,557 |
| Frankel JordanSee Remarks | 279,844 |
| Cruz Christopher NestorSee Remarks | 257,566 |
| Disman NancyDirector | 197,987 |
| Whalen James J.See Remarks | 66,936 |
| Halkyard Jonathan SDirector | 21,621 |
| Bakhshandehpour SamDirector | 14,772 |
| Davis Karen RoterDirector | 13,309 |
| Goldsmith-Grover SarahDirector | 11,984 |
Questions about FOUR
What does Shift4 Payments, Inc. do?
Shift4 Payments, Inc. is a company in the Consumer discretionary sector, listed on NYSE as FOUR. Its shares trade on NYSE under the ticker FOUR.
What is Shift4 Payments, Inc.'s net worth?
Shift4 Payments, Inc. has a market value (market cap) of $3.6B at the latest share price, and shareholders' equity of $1.5B on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is Shift4 Payments, Inc. profitable?
Yes. Over the twelve months to September 30, 2026 it reported net income of $115M on revenue of $4.9B, a net margin of 2.3%.
How much revenue does Shift4 Payments, Inc. make?
Over the twelve months to September 30, 2026 Shift4 Payments, Inc. reported revenue of $4.9B. That is 27.0% more than a year earlier.
When did Shift4 Payments, Inc. last report?
Its most recent periodic report is the quarterly report (10-Q) filed on November 5, 2026. It covers the period to September 30, 2026.
When is Shift4 Payments, Inc.'s next earnings report?
Shift4 Payments, Inc.'s next report is expected around February 25, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
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Where the numbers come from
Financial figures are the values Shift4 Payments, Inc. tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.