Shift4 Payments Ownership
| FOUR Stock | USD 104.80 1.90 1.78% |
Shares in Circulation | First Issued 2019-03-31 | Previous Quarter 89.9 M | Current Value 90.7 M | Avarage Shares Outstanding 61.7 M | Quarterly Volatility 19.1 M |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Shift4 Payments. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in employment. Shift4 Stock Ownership Analysis
About 98.0% of the company shares are owned by institutional investors. The company has Price/Earnings To Growth (PEG) ratio of 0.62. Shift4 Payments had not issued any dividends in recent years. The entity had 2:1 split on the September 14, 1999. Shift4 Payments, Inc. provides integrated payment processing and technology solutions in the United States. The company was founded in 1999 and is headquartered in Allentown, Pennsylvania. Shift4 Payments operates under SoftwareInfrastructure classification in the United States and is traded on New York Stock Exchange. It employs 2100 people. To learn more about Shift4 Payments call Jared Isaacman at 888-276-2108 or check out https://www.shift4.com.Besides selling stocks to institutional investors, Shift4 Payments also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Shift4 Payments' stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Shift4 Payments' strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
Shift4 Payments Quarterly Liabilities And Stockholders Equity |
|
Shift4 Payments Insider Trades History
Only 1.87% of Shift4 Payments are currently held by insiders. Unlike Shift4 Payments' institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Shift4 Payments' private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Shift4 Payments' insider trades
Shift4 Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Shift4 Payments is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Shift4 Payments backward and forwards among themselves. Shift4 Payments' institutional investor refers to the entity that pools money to purchase Shift4 Payments' securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Ameriprise Financial Inc | 2025-03-31 | 1.3 M | Neuberger Berman Group Llc | 2025-03-31 | 1.2 M | Geode Capital Management, Llc | 2025-03-31 | 1.2 M | Westfield Capital Management Company, L.p. | 2025-03-31 | 1.2 M | Atlantic Trust Group, Llc | 2025-03-31 | 1 M | Ubs Group Ag | 2025-03-31 | 1 M | Spyglass Capital Management Llc | 2025-03-31 | 1 M | Boston Partners Global Investors, Inc | 2025-03-31 | 978.8 K | Nomura Asset Management Co Ltd | 2025-03-31 | 961.9 K | Vanguard Group Inc | 2025-03-31 | 6.5 M | Blackrock Inc | 2025-03-31 | 6.2 M |
Shift4 Payments Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Shift4 Payments insiders, such as employees or executives, is commonly permitted as long as it does not rely on Shift4 Payments' material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Shift4 Payments insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Shift4 Payments Outstanding Bonds
Shift4 Payments issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Shift4 Payments uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Shift4 bonds can be classified according to their maturity, which is the date when Shift4 Payments has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
Shift4 Payments Corporate Filings
| 14th of July 2025 Other Reports | ViewVerify | |
| 3rd of July 2025 Other Reports | ViewVerify | |
F4 | 2nd of July 2025 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
8K | 17th of June 2025 An amendment to a previously filed Form 8-K | ViewVerify |
Pair Trading with Shift4 Payments
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Shift4 Payments position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Shift4 Payments will appreciate offsetting losses from the drop in the long position's value.Moving together with Shift4 Stock
Moving against Shift4 Stock
| 0.91 | SMX | SMX Public Limited | PairCorr |
| 0.83 | VCIG | VCI Global Limited | PairCorr |
| 0.8 | NL | NL Industries | PairCorr |
| 0.68 | KBR | KBR Inc | PairCorr |
| 0.63 | EXPO | Exponent | PairCorr |
The ability to find closely correlated positions to Shift4 Payments could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Shift4 Payments when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Shift4 Payments - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Shift4 Payments to buy it.
The correlation of Shift4 Payments is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Shift4 Payments moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Shift4 Payments moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Shift4 Payments can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Additional Tools for Shift4 Stock Analysis
When running Shift4 Payments' price analysis, check to measure Shift4 Payments' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Shift4 Payments is operating at the current time. Most of Shift4 Payments' value examination focuses on studying past and present price action to predict the probability of Shift4 Payments' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Shift4 Payments' price. Additionally, you may evaluate how the addition of Shift4 Payments to your portfolios can decrease your overall portfolio volatility.