Shift4 Payments, Inc.

Shift4 Payments, Inc.

Technology

NYSE:FOUR · New York Stock Exchange

Market Cap $2.73B Beta 1.42 P/E (TTM) 29.7
$41.18 +4.39%

+$1.73 today

52W Low $34.56High $108.50

Vol 2.11M · Avg 1.85M

EPS (TTM)$1.39
Software - Infrastructure

Management

Put operating results in leadership context

Review returns on capital, executive background, insider transactions, and growth quality to judge whether management is compounding value well.

Return Metrics

ROE, ROIC & ROA over time

Management

ROE

8.3%

avg 14.0%

ROIC

3.6%

avg -129.9%

ROA

1.4%

avg -0.8%

Analysis

ROE is currently the strongest return metric at 8.3% versus its period average of 14.0%. 0 of 3 return metrics are above their quality threshold, which helps indicate how efficiently the company turns capital and assets into profit.

Management

Key executives, compensation & ownership

Management
NameTitleCompensationTenureAgeShares OwnedOwnership %

Christopher Nestor Cruz

Chief Financial Officer$1.20M42$246,785.000.36%

David Taylor Lauber

Chairman of the Board, President & CEO$1.09M42$450,557.000.65%

Jordan Frankel

Secretary, General Counsel and Executive Vice President Legal, Risk & Compliance$602,083.0043$279,844.000.40%

Brendan Lauber

Vice Chairman$450,557.000.65%

Doug Demko

Chief Operating Officer

Filippos Mintiloglitis

Interim Chief Accounting Officer

Michael Isaacman

Chief Commercial Officer$1.79M2.58%

Thomas Craig McCrohan

Executive Vice President of Investor Relations

Kim Rodgers

Chief HR Officer

Nate Hirshberg

Senior Vice President of Marketing

Insider Trading

SEC Form 4 transactions — last 12 months

Management

Buys

8

$49.88M

Sells

11

$3.28M

Net Sentiment

+$46.59M

Net buying

Most Active

Isaacman Jared

8 transactions

DateInsiderTypeSharesPriceValue
May 12, 2026

Isaacman Jared

Direct

Buy193.0K$40.66$7,848,267.80
May 11, 2026

Isaacman Jared

Direct

Buy195.5K$41.41$8,094,833.90
Mar 10, 2026

Isaacman Jared

Direct

Buy43.8K$45.75$2,004,879.26
Mar 2, 2026

Isaacman Jared

Direct

Buy45.7K$43.83$2,002,948.09
Feb 27, 2026

Isaacman Jared

Direct

Buy159.2K$44.15$7,030,415.58
Feb 26, 2026

Isaacman Jared

Direct

Buy137.0K$48.38$6,627,844.63
Dec 11, 2025

Lauber David Taylor

Direct

Sell10.7K$68.91$736,010.62
Dec 11, 2025

Lauber David Taylor

Direct

Sell1.3K$69.77$92,020.43
Dec 11, 2025

Disman Nancy

Direct

Sell5.0K$69.50$347,500.00
Nov 12, 2025

Whalen James J.

Direct

Sell1.4K$71.50$102,817.00

1–10 of 19

Analysis

Insiders reported 8 buys worth $49.88M and 11 sells worth $3.28M over the last 12 months. That adds up to net buying of $46.59M. Isaacman Jared was the most active insider with 8 transactions.

Growth Analysis

Historical CAGR & forward analyst estimates

Metric 10yr5yr3yr Fwd Est.
EPSN/AN/AN/A
+34.7% (7yr)4 analysts
RevenueN/AN/A+39.7%
+9.2% (7yr)3 analysts
Net IncomeN/AN/AN/A
+38.9% (7yr)3 analysts
EBITN/AN/AN/A
+32.8% (7yr)3 analysts

Analysis

Recent growth has been strongest in Revenue at +39.7% over three years. Forward estimates point to Net Income at +38.9% (7yr), giving you a quick check on whether expectations are accelerating or cooling.

Who manages FOUR?

Shift4 Payments, Inc. (FOUR) lists 10 active executives. The top listed executive is Jordan Frankel, Secretary, General Counsel and Executive Vice President Legal, Risk & Compliance.

Are FOUR insiders buying or selling?

Recent insider activity shows net selling of $229.15M.

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