Shift4 Payments, INC

Market Movers (8-K)

NYSE
Shift4 Payments, Inc. announced an amendment to its credit agreement, including a $1.0 billion incremental senior secured term loan and an extension of its revolving credit facility maturity date.
Capital raise
NYSE
Shift4 Payments, Inc. announced the results of its Annual Meeting of Stockholders held on June 12, 2026, including the election of directors and approval of key proposals.
NYSE
Shift4 Payments announced robust financial results for Q1 2026, demonstrating significant year-over-year growth in key metrics and exceeding guidance despite a challenging macroeconomic environment.
NYSE
Shift4 Payments delivered record fourth-quarter 2025 results with significant growth across key metrics and provided robust full-year 2026 guidance, driven by strategic acquisitions and international expansion.
Better than expected
Capital raise
NYSE
Shift4 Payments, Inc. announced a significant corporate restructuring, simplifying its capital structure and eliminating majority voting control, following Jared Isaacman's resignation as Executive Chairman.
Capital raise
Better than expected
NYSE
Shift4 Payments, Inc. announced a significant repricing of its senior secured term loan facility, reducing interest rate margins on its $997.5 million outstanding borrowings.
Better than expected

Quarterly Earnings (10-Q)

NYSE
Shift4 Payments, Inc. (FOUR) announced its first quarter 2026 financial results, showing increased gross revenue and adjusted EBITDA, driven by acquisitions and volume growth.
NYSE
Shift4 Payments reported 29% revenue growth in Q3 2025, closed the $2.7B Global Blue acquisition, raised debt and preferred equity, and flagged annualized interest expense of ~$240M.
Capital raise
NYSE
Shift4 Payments reported strong revenue and payment volume growth in Q2 2025, driven by recent acquisitions, but net income declined significantly due to increased interest and tax expenses.
Capital raise
Worse than expected
NYSE
Shift4 Payments' Q1 2025 shows strong revenue growth, driven by payments-based and subscription revenue increases, while the company navigates potential CEO transition and pending acquisitions.
Capital raise
Delay expected
NYSE
Shift4 Payments saw a significant increase in revenue and payment volume in the third quarter of 2024, boosted by strategic acquisitions and growth in its SkyTab solutions.
Better than expected
NYSE
Shift4 Payments saw a significant increase in revenue and payment volume in the second quarter of 2024, boosted by recent acquisitions and growth in its SkyTab solutions.
Better than expected

Annual Reports (10-K)

NYSE
Shift4 Payments, Inc. announced robust financial results for 2025, driven by strategic acquisitions of Global Blue and Smartpay, alongside key leadership transitions and a significant increase in payment volume.
Capital raise
NYSE
Shift4 Payments' 2024 10-K filing highlights a year of growth, strategic acquisitions, and a major pending merger with Global Blue, while also outlining various risk factors and financial details.
Better than expected
Capital raise
NYSE
Shift4 Payments' 2023 annual report showcases significant growth in payment volume and strategic acquisitions, alongside a focus on technology and international expansion.
Better than expected

Insider Trading (Form 4)

NYSE
Shift4 Payments, Inc. director Sam Bakhshandehpour acquired 5,100 shares of Class A Common Stock.
NYSE
Director Sarah Goldsmith-Grover acquired 5,100 shares of Shift4 Payments Class A Common Stock through an award of restricted stock units.
NYSE
Shift4 Payments, Inc. director Seth Dallaire acquired 5,100 shares of Class A Common Stock through an award of restricted stock units.
NYSE
Director Karen Roter Davis acquired 5,100 shares of Shift4 Payments Class A Common Stock on June 15, 2026, as reported in a Form 4 filing.
NYSE
Shift4 Payments, Inc. director Jonathan S. Halkyard acquired 5,100 shares of Class A Common Stock.
NYSE
Nancy Disman, a Director at Shift4 Payments, Inc., reported the acquisition of 7,343 shares of Class A Common Stock on June 15, 2026.

Proxy Statements (Def-14A)

NYSE
Shift4 Payments, Inc. has announced its 2026 Annual Meeting of Stockholders will be held virtually on June 12, 2026, with key proposals including director elections and stock plan approvals.
NYSE
Shift4 Payments, Inc. announced a leadership transition with founder Jared Isaacman stepping down as CEO to become Executive Chairman, and President Taylor Lauber appointed as the new CEO, while a previously disclosed restructuring transaction has been terminated.
Worse than expected
NYSE
Shift4 Payments announces its 2025 Annual Meeting of Stockholders to be held virtually on June 13, 2025, outlining key proposals for shareholder voting.
NYSE
Shift4 Payments announces its 2025 Annual Meeting of Stockholders to be held virtually on June 13, 2025, featuring director elections, auditor ratification, and executive compensation advisory vote.
NYSE
Shift4 Payments announces its annual stockholder meeting to be held virtually on June 7, 2024, featuring proposals for director elections, auditor ratification, and executive compensation approval.
NYSE
Shift4 Payments will hold its annual stockholders meeting virtually on June 7, 2024, to vote on director elections, auditor ratification, and executive compensation.

Schedule 13G - Passive Investments

NYSE
BlackRock, Inc. has disclosed a beneficial ownership of 7.4% of Shift4 Payments Inc.'s Class A Stock as of June 30, 2026.
NYSE
Wasatch Advisors LP has reported an increase in its beneficial ownership of Shift4 Payments Inc. Class A common stock, now holding 2.7% of the outstanding shares.
NYSE
Wasatch Advisors LP has filed an amended Schedule 13G reporting a 5.2% beneficial ownership stake in Shift4 Payments Inc.
NYSE
The Vanguard Group reports zero beneficial ownership in Shift4 Payments Inc. common stock following an internal realignment.
NYSE
Darlington Partners Capital Management and its affiliates have reported an 8.2% beneficial ownership stake in Shift4 Payments, Inc. Class A Common Stock.
NYSE
Wasatch Advisors LP has reported a 10.0% beneficial ownership stake in Shift4 Payments Inc., holding 6,778,925 Class A shares.