J.P. Morgan Payments taps Klarna and other digital transactions news briefs from 8/6/26. * Buy now, pay later provider Klarna AB said it completed an integration with J.P. Morgan Payments that enables merchants on the processor's Commerce Platform to offer Klarna's BNPL options at checkout with no integration on the merchant's end. * Fraud prevention services firm Signifyd said e-commerce fraud increased 33% this year over last in its State of Fraud Report 2026. It also found that account takeover attacks increased 78% year-over-year. * CPI Card Group Inc. reported second quarter 2026 revenue of $149.2 million, a 14.9% increase from $129.8 million in the corresponding quarter a year ago. Its quarterly net income jumped to $2 million from $518,000 last year. CPI, a card maker and services provider, cited its technology platform, partnerships, and ability to match market needs as part of the reason for its financial performance. * Payments-technology platform ACI Worldwide Inc. reported June-quarter revenue of $430.4 million, up 7.3% year-over-year, with net income of $31.8 million, versus $12.2 million a year ago. * FIS Inc. launched Digital One Commercial, a commercial banking technology platform in the Asia-Pacific region. The move, which includes support for digital payments, completes a rollout for the product, with introductions having already occurred in the U.S. and Europe. * Israel-based payments company Nayax Ltd. said it has filed an application with the Connecticut Department of Banking to establish Nayax America Bank Inc., based in Fairfield County, Conn. The bank is expected to help Nayax's U.S. merchant clients access corporate cards, merchant cash advances, and other services offered through Nayax. * PSQ Holdings Inc. said its PSQ Payments unit will provide payment processing services to Rayon AI, a software developer for the firearms industry. PSQ's Credova unit will provide consumer credit services to Rayon's merchants, too. * Payments platform Corpay Inc. announced it has agreed to sell its U.K.-based fleet-software business epyx, along with related companies r2c Online and Business Gateway, to OEConnection, a portfolio company of Francisco Partners. Terms were not announced. * Shift4 Payments Inc. reported processing volume of $61 billion for the June quarter, up 22% year over year, with gross revenue of $1.295 billion, up 34%, and net income of $24 million.

Shift4 Payments (FOUR) to post earnings on Thursday. July 30, 2026 Key points. * Shift4 Payments is expected to report Q2 2026 results before the market opens on August 6. Analysts forecast $1.19 in EPS and $615.2 million in revenue, while the company's FY 2026 EPS guidance is 5.50-5.70. * In its latest quarter, Shift4 reported $0.97 EPS, below the $0.99 consensus estimate, but revenue rose 49% year over year to $1.12 billion and exceeded expectations. * Analyst sentiment remains cautious: the stock has a consensus "Hold" rating and a $68.43 target price. Major shareholder Jared Isaacman recently purchased about $7.85 million of shares, while institutional investors own 98.87% of the company. * Five stocks to consider instead of Shift4 Payments. Shift4 Payments (NYSE:FOUR - Get Free Report) is expected to be releasing its Q2 2026 results before the market opens on Thursday, August 6th. Analysts expect the company to post earnings of $1.19 per share and revenue of $615.1790 million for the quarter. Shift4 Payments has set its FY 2026 guidance at 5.500-5.700 EPS. Investors can find conference call details on the company's upcoming Q2 2026 earning results page for the latest details on the call scheduled for Thursday, August 6, 2026 at 8:30 AM ET. Shift4 Payments (NYSE:FOUR - Get Free Report) last released its quarterly earnings results on Thursday, May 7th. The company reported $0.97 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.99 by ($0.02). Shift4 Payments had a net margin of 2.63% and a return on equity of 33.55%. The firm had revenue of $1.12 billion during the quarter, compared to the consensus estimate of $1.09 billion. During the same quarter last year, the firm earned $1.07 earnings per share. The business's revenue for the quarter was up 49.0% compared to the same quarter last year. On average, analysts expect Shift4 Payments to post $5 EPS for the current fiscal year and $6 EPS for the next fiscal year. Shift4 Payments stock performance. Shares of NYSE FOUR opened at $55.99 on Thursday. The company has a debt-to-equity ratio of 2.55, a current ratio of 1.22 and a quick ratio of 1.22. The stock's fifty day moving average price is $45.40 and its two-hundred day moving average price is $48.85. Shift4 Payments has a one year low of $34.56 and a one year high of $105.61. The firm has a market cap of $4.44 billion, a price-to-earnings ratio of 66.66, a P/E/G ratio of 0.60 and a beta of 1.41. Insider buying and selling at Shift4 Payments. In related news, major shareholder Jared Isaacman bought 193,000 shares of the business's stock in a transaction dated Tuesday, May 12th. The stock was purchased at an average cost of $40.66 per share, for a total transaction of $7,847,380.00. Following the transaction, the insider owned 1,787,455 shares in the company, valued at $72,677,920.30. The trade was a 12.10% increase in their position. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Insiders own 1.54% of the company's stock. Institutional inflows and outflows. A number of hedge funds have recently modified their holdings of the stock. Pacer Advisors Inc. lifted its position in Shift4 Payments by 37.2% during the fourth quarter. Pacer Advisors Inc. now owns 12,169 shares of the company's stock worth $766,000 after purchasing an additional 3,299 shares during the period. Alberta Investment Management Corp acquired a new stake in Shift4 Payments during the fourth quarter worth about $1,285,000. Galaxy Group Investments LLC bought a new position in Shift4 Payments in the 4th quarter valued at about $561,000. Vident Advisory LLC increased its holdings in Shift4 Payments by 32.8% in the 4th quarter. Vident Advisory LLC now owns 5,973 shares of the company's stock valued at $376,000 after buying an additional 1,476 shares during the period. Finally, Empowered Funds LLC acquired a new position in shares of Shift4 Payments in the 4th quarter valued at approximately $43,000. Institutional investors own 98.87% of the company's stock. Wall Street Analyst weigh in. FOUR has been the subject of a number of recent research reports. Zacks Research raised shares of Shift4 Payments from a "strong sell" rating to a "hold" rating in a research report on Monday, June 1st. BMO Capital Markets began coverage on shares of Shift4 Payments in a research report on Tuesday, April 21st. They set a "market perform" rating and a $50.00 price target on the stock. Wolfe Research lowered shares of Shift4 Payments from an "outperform" rating to a "peer perform" rating in a research report on Wednesday, April 15th. Loop Capital assumed coverage on shares of Shift4 Payments in a research note on Wednesday, June 24th. They issued a "hold" rating and a $40.00 price objective for the company. Finally, Seaport Research Partners downgraded shares of Shift4 Payments from a "buy" rating to a "neutral" rating in a report on Thursday, April 16th. Ten investment analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company currently has a consensus rating of "Hold" and a consensus target price of $68.43. About Shift4 Payments. Shift4 Payments is a U.S.-based provider of integrated payment processing and technology solutions, serving merchants across the hospitality, retail, e-commerce, gaming and lodging industries. The company's platform enables businesses to accept in-store, online and mobile payments through a combination of point-of-sale hardware, payment gateway services and back-office software. By centralizing transaction processing and reporting, Shift4 aims to simplify payments, enhance security and streamline operations for its merchant customers. The company's core offerings include encrypted point-of-sale terminals, cloud-based payment gateways, and developer-friendly APIs for online and mobile checkouts. This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected]. Before you consider Shift4 Payments, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Shift4 Payments wasn't on the list. While Shift4 Payments currently has a Hold rating among analysts, top-rated analysts believe these five stocks are better buys. MarketBeat just released its list of the 7 hottest IPOs expected to hit Wall Street in 2026. See which companies are preparing to go public and why investors are watching closely.

Shift4 Payments has launched Shift4 One, a handheld device combining card payments, dynamic currency conversion and tax-free shopping using technology from its Global Blue acquisition. The company's shares currently trade at $48.22, showing 25% gains over 30 days despite a 54.81% decline over the past year. The most followed valuation narrative estimates fair value at $61.15, suggesting the stock is 21.1% undervalued. Analysts point to cross-selling opportunities across combined customer bases as a driver for incremental revenue growth. However, the current price-to-earnings ratio of 61.7x appears demanding compared to the US Diversified Financial industry average of 15.5x and peer average of 46x. The upside case depends on successful acquisition integration and debt management.