Shift4 Payments director sells $260,619 in stock

Published 17/06/2025, 02:40
Shift4 Payments director sells $260,619 in stock

Karen Roter Davis, a director at Shift4 Payments, Inc. (NYSE:FOUR), a payment processing company with a market capitalization of $8.1 billion and strong revenue growth of 27% in the last twelve months, recently sold a portion of her holdings in the company. According to a filing with the Securities and Exchange Commission, Davis sold 2,757 shares of Class A Common Stock on June 12, 2025, at a price of $94.53 per share. The total value of the transaction was approximately $260,619.

Following this sale, Davis acquired 2,367 shares of restricted stock units on June 13, 2025, at no cost. These restricted stock units will vest in full on the one-year anniversary of the grant date, contingent upon her continued service with the company. After these transactions, Davis holds 8,959 shares of Shift4 Payments. According to InvestingPro, the company maintains a GOOD financial health score and trades at a P/E ratio of 29.

The sale was conducted under a pre-established Rule 10b5-1 trading plan, which allows insiders to set up a trading plan for selling stocks they own by establishing a predetermined number of shares to be sold at a specific time. The stock has shown significant volatility, currently trading at $91.48, with InvestingPro analysis revealing 8 additional key insights about the company’s performance and valuation.

In other recent news, Shift4 Payments has announced significant leadership changes, with Jared Isaacman stepping down as CEO to become Executive Chairman. Taylor Lauber, previously the company’s President, has been appointed as the new CEO. This transition is part of a succession plan, and the company has expressed confidence in Lauber’s ability to lead through its next growth phase. Despite the leadership changes, Shift4 Payments has decided not to implement a streamlined share class and corporate structure at this time, as previously indicated.

In related developments, DA Davidson, Citi, and Keefe, Bruyette & Woods have all reiterated their ratings for Shift4 Payments. DA Davidson maintains a Buy rating with a $124 price target, while Citi also reiterates a Buy rating with a $114 price target, citing strategic leadership changes as a positive move. Keefe, Bruyette & Woods retains a Market Perform rating with a $95 price target, highlighting the potential benefits of Isaacman’s continued involvement in the company.

Shift4 Payments continues to perform well against its guidance and mid-term outlook, according to Citi analysts. The company had previously entered into a Restructuring Transaction (JO:NTUJ) Agreement aimed at simplifying its structure, but this agreement has been terminated following the withdrawal of Isaacman’s NASA nomination. These recent developments reflect the company’s ongoing efforts to navigate the competitive payment processing landscape while maintaining strategic leadership and structural stability.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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