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David Lauber, President of Shift4 Payments, Inc. (NYSE:FOUR), a $7.95 billion market cap payment processing company showing strong revenue growth of nearly 30%, recently sold 2,500 shares of the company’s Class A common stock. The transaction, which took place on March 6, 2025, was executed at a price of $91.70 per share, totaling approximately $229,250. This sale was part of a pre-established Rule 10b5-1 trading plan adopted by Lauber in November 2024. According to InvestingPro analysis, the stock currently appears undervalued despite trading at a P/E ratio of 26.
Following this transaction, Lauber retains direct ownership of 264,856 shares in the company. Additionally, on March 9, 2025, 5,375 shares were withheld for tax purposes related to the vesting of restricted stock units, priced at $89.74 per share. This withholding was valued at $482,352, reducing Lauber’s total holdings to 259,481 shares. For deeper insights into insider trading patterns and comprehensive financial analysis, including 8 additional ProTips, check out the detailed Pro Research Report available on InvestingPro.
In other recent news, Shift4 Payments has made headlines with its planned acquisition of Global Blue for an enterprise value of $2.5 billion. This strategic move is expected to significantly enhance Shift4 Payments’ presence in the global payment market, particularly in the Asia-Pacific region, and is anticipated to boost the company’s adjusted EBITDA by substantial margins in the coming years. RBC Capital Markets has maintained an Outperform rating on Shift4 Payments, highlighting the potential growth benefits from this acquisition. DA Davidson, while lowering its price target from $140 to $124, continues to endorse the stock with a Buy rating, acknowledging the integration challenges but expressing confidence in the company’s overall prospects.
Global Blue has reported a 20% year-over-year revenue increase to €131 million for its fiscal third quarter, along with a 31% rise in adjusted EBITDA to €52 million. Keefe, Bruyette & Woods raised its price target for Shift4 Payments to $125, citing strong growth drivers and the company’s recent Investor Day insights. The firm noted the company’s strategy of cross-selling and international expansion as key factors in its positive reassessment. Shift4 Payments’ management has expressed confidence in achieving high teens organic growth over the next three years, with further acceleration expected from recent acquisitions.
DA Davidson also reaffirmed its Buy rating with a $140 price target, pointing to Shift4 Payments’ significant year-over-year growth in net revenue and adjusted EBITDA. The company’s Investor Day event provided additional insights into its operations and strategic initiatives, which are being closely analyzed by analysts. As Shift4 Payments continues its trajectory of growth, investors and industry observers are keenly watching the integration of Global Blue and its impact on the company’s future performance.
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