Automatic Data Processing (ADP): New Sell Recommendation for This Technology Giant
Wells Fargo analyst Jason Kupferberg maintained a Sell rating on Automatic Data Processing (ADP) with a price target of $262.00, while the company's shares closed at $215.97. Kupferberg, who covers the Technology sector, has a -6.0% average return and 46.41% success rate on recommended stocks. The broader analyst consensus for ADP is a Hold, with an average price target of $276.83.
Paychex Stock & Service: Is This Payroll Giant Still Worth Your Money?
This article examines Paychex (PAYX), a payroll, HR, and benefits platform, to determine its value for both businesses and investors. It explores Paychex's services for small to mid-sized US businesses, highlighting its strengths in compliance and support, while also discussing its competition and user feedback. The piece concludes that Paychex is a reliable, dividend-paying stock for long-term investors and a solid, if not always flashy, provider for businesses prioritizing compliance and support.
NextEra Energy's Stable Growth and Clean Energy Outlook
NextEra Energy is positioned for stable growth due to its regulated utility operations and extensive renewable energy pipeline, promising steady earnings and rising dividends for investors. The company's significant scale in clean energy provides a competitive advantage, especially with increasing global demand, making it a valuable long-term investment focused on sustainable development. Wall Street analysts generally forecast a rise in NEE stock price, with some recent upgrades from "Hold" to "Buy."
Reassessing ADP (ADP) After A 29% One-Year Share Price Decline
Automatic Data Processing (ADP) has experienced a 29.1% share price decline over the last year, prompting a reassessment of its valuation. Despite this, Simply Wall St's analysis, using a Discounted Cash Flow (DCF) model and Price vs. Earnings (P/E) ratio, suggests ADP is currently undervalued. The DCF model estimates a 50.5% undervaluation with a fair value of $439.09 per share, while its P/E ratio of 20.65x is below its estimated Fair Ratio of 30.02x, indicating further undervaluation.
The PEPM Death Spiral: How AI Automation is Cannibalizing the Human Capital Management Sector
The Human Capital Management (HCM) software sector is experiencing a "Productivity Paradox" due to AI automation, which is reducing the need for human HR managers and eroding the traditional per-employee-per-month (PEPM) revenue model. This shift has led to stagnating subscriber growth, stock sell-offs, and a pivot towards outcome-based and consumption-based pricing models as companies like Paycom, Workday, and Paylocity adapt to the "AI-first" hiring philosophy. The crisis suggests a broader challenge for the SaaS industry, forcing a re-evaluation of value from headcount to AI-driven outcomes.
ADP Just Raised Its Dividend 10% for the 50th Year in a Row
Automatic Data Processing (NASDAQ:ADP) has increased its quarterly dividend by 10% to $1.70 per share, marking its 50th consecutive year of dividend increases, qualifying it as a Dividend King. This consistent growth, coupled with a recession-resistant business model and a healthy free cash flow payout ratio of 50.3%, positions ADP as a reliable option for income-focused investors and retirees seeking steady dividend income with purchasing power protection. The company's annual dividend has grown by over 2,100% since 1999, demonstrating strong long-term compounding.
ADP employment change: 4-week average hits 10,250 in late January
US private employers added an average of 10,250 jobs per week in the four weeks ending January 31, marking the third consecutive week of strengthening job gains. This indicates a moderate but growing expansion in the US private sector employment. The ADP weekly report, which provides a current view of the labor market, suggests a cautious yet positive approach to workforce expansion by private employers and is often seen as a precursor to the Nonfarm Payrolls report.
U.S. employers add 10,250 private jobs a week, latest ADP data show
ADP's latest NER Pulse report shows U.S. private employers added an average of 10,250 jobs per week for the four weeks ending January 31, 2026. This marks the third consecutive week of strengthening job gains. The data are preliminary, seasonally adjusted, and subject to revision, with the next update scheduled for February 24, 2026.
iShares North American Natural Resources ETF (BATS:IGE) Shares Cross Above 50-Day Moving Average – Time to Sell?
Shares of iShares North American Natural Resources ETF (IGE) have risen above their fifty-day moving average, reaching $60.34 with a volume of 189,693 shares. The ETF has a market capitalization of $823.64 million. Several institutional investors, including BNP Paribas Financial Markets, Farther Finance Advisors LLC, and NewEdge Advisors LLC, have adjusted their holdings in IGE, indicating continued institutional interest.
Choosing the Right Embedded Payroll Partner: ADP vs. Gusto Embedded vs. Check
This article compares three embedded payroll solution providers: ADP Embedded Payroll, Gusto Embedded, and Check. It evaluates each based on factors like reliability, tax handling, compliance, flexibility, and support, concluding that ADP offers the most balanced and scalable solution for platforms seeking long-term reliability and manageable operational lift, while Gusto suits simpler needs, and Check is best for those desiring extensive control with significant engineering resources.
Robert Half (NYSE:RHI) Is Due To Pay A Dividend Of $0.59
Robert Half (NYSE:RHI) announced a dividend payment of $0.59 per share with a 9.5% yield. Despite a solid track record of dividend growth, the company's dividend payout ratio is high at 88% of profits and 97% projected for the next year, raising concerns about sustainability. Analysts predict a substantial increase in earnings per share, but the company's past five-year EPS decline of 13% suggests caution regarding future dividend stability.
The Truth About Paycom Software Inc.: Is This HR Tech Stock a Silent Wreck or a Comeback Story?
This article examines Paycom Software Inc., an HR tech stock that has seen significant volatility, moving from a market darling to experiencing a substantial price drop. It explores whether the current lower valuation presents a value opportunity or if it's a warning sign, analyzing the company's product, growth story, and competition. The piece concludes by advising potential investors to conduct thorough research, understand the company's long-term prospects, and consider their own risk tolerance before investing.
TriNet Expands Ascend Program To Support Sales Talent And Growth Narrative
TriNet Group (NYSE:TNET) is broadening its Ascend sales development program, extending it beyond Metro Atlanta to several other U.S. regions. This initiative aims to strengthen TriNet's sales talent pipeline through extensive training and mentorship, supporting long-term workforce planning and revenue growth. While the financial impact may not be immediately apparent, the expansion signals management's commitment to talent investment despite recent revenue guidance adjustments and elevated client attrition.
TriNet Expands Ascend Program To Support Sales Talent And Growth Narrative
TriNet Group (NYSE:TNET) is expanding its Ascend sales development program beyond Metro Atlanta to multiple U.S. regions, focusing on immersive sales training and mentorship to strengthen its sales talent pipeline. This initiative supports TriNet's long-term workforce planning and revenue growth, especially as the company navigates challenges like declining worksite employee volumes and increased insurance costs. The program aims to enhance TriNet's competitiveness and capitalize on its AI-powered tools and broker partnerships.
Shell Asset Management Co. Lowers Holdings in Automatic Data Processing, Inc. $ADP
Shell Asset Management Co. significantly reduced its stake in Automatic Data Processing (NASDAQ:ADP) by 56.8% during the third quarter, selling 15,388 shares and holding 11,719 shares valued at $3.44 million. This move comes as other hedge funds have also adjusted their positions, and analysts have recently lowered price targets while maintaining a "Hold" consensus rating for ADP. Insider selling by company VPs also occurred, with transactions totaling over $200,000 in the last quarter.
PNC Financial Services Group Inc. Buys 97,491 Shares of Automatic Data Processing, Inc. $ADP
PNC Financial Services Group Inc. increased its stake in Automatic Data Processing, Inc. (NASDAQ:ADP) by 7.5% in the third quarter, acquiring an additional 97,491 shares to hold a total of 1,398,729 shares valued at $410.5 million. This coincides with ADP's stronger-than-expected Q3 earnings, where it beat analyst estimates with EPS of $2.62 and revenue of $5.36 billion. The company also announced a new $6.0 billion share buyback program and a quarterly dividend of $1.70 per share, while analysts maintain a consensus "Hold" rating with a price target of $290.00.
A Look At Automatic Data Processing’s Valuation After Q2 Earnings Beat And US$6b Buyback Announcement
Automatic Data Processing (ADP) released Q2 2026 results that surpassed analyst expectations for revenue and adjusted EPS. Despite the positive earnings and a new US$6 billion share buyback announcement, the stock has seen a decline in price over the last 30 days and year, influenced by insider selling. The article suggests ADP may be undervalued, with a fair value estimated at $387.77 per share compared to its last close of $212.11, but highlights potential risks from margin pressure due to AI and tech spending, and competition.
Illinois Municipal Retirement Fund Has $8.77 Million Stake in Automatic Data Processing, Inc. $ADP
The Illinois Municipal Retirement Fund significantly increased its stake in Automatic Data Processing (ADP) by 122% in Q3, now holding 29,866 shares valued at $8.77 million. ADP recently approved a $6 billion share repurchase plan and declared a quarterly dividend of $1.70 per share, offering a 3.2% yield. Despite beating quarterly earnings expectations with $2.62 EPS and $5.36 billion revenue, analysts currently have a "Hold" rating on ADP with an average target price of $290.
Is ADP’s (ADP) New HR Award And Data Focus Quietly Reframing Its Competitive Moat?
ADP Inc. recently received an Excellence Award from Software Finder for its HR software, highlighting its role as a key HR platform and an important source of employment data. This recognition, along with increased attention on its National Employment Report Pulse, could influence its investment narrative by reinforcing its brand credibility despite ongoing competitive pressures in the HR tech market. The company also demonstrated confidence in its cash generation by increasing its annual dividend to US$6.80 per share.
P/E Ratio Insights for Automatic Data Processing
Automatic Data Processing Inc. (NASDAQ: ADP) is currently trading at $211.55, reflecting a 0.76% increase in the current market session, despite a significant decline of 18.77% over the past month and 31.75% over the past year. The company's P/E ratio of 20.17 is higher than the Professional Services industry's aggregate P/E of 18.14, suggesting potential outperformance or possible overvaluation. Investors are cautioned to use the P/E ratio as part of a comprehensive analysis, considering other financial metrics, industry trends, and qualitative factors, as a low P/E could also indicate weak growth or financial instability.
Insperity PEO Review and Pricing in 2026
Insperity offers comprehensive HR solutions for small and midsize businesses (SMBs), providing both PEO (co-employment) and HRO (HR outsourcing) models. The service excels in payroll processing, benefits administration, risk management, and extensive employee training resources, helping SMBs scale and reduce employee turnover. While it has a five-employee minimum for PEO services and doesn't list pricing online, its flexible contract structure and dedicated support team make it a top choice, earning an editor's rating of 9.5/10.
ADP Award And US$6b Buyback Contrast With Recent Sentiment Signals
Automatic Data Processing (ADP) recently received Software Finder's Excellence Award and authorized a new US$6 billion share repurchase program. These positive developments are presented amid mixed analyst views and recent insider selling. The article suggests investors monitor how these contrasting signals, including strong brand recognition, capital returns, analyst caution, and insider sales, might affect ADP's future performance.
Here's What the Street Thinks About Automatic Data Processing (ADP)
Automatic Data Processing (ADP) has received mixed opinions from Wall Street analysts despite exceeding expectations in fiscal Q2 2026 with $5.36 billion in revenue and $2.62 EPS. Stifel Nicolaus reiterated a Hold rating and lowered its price target to $270, citing AI-related factors, while BMO Capital also reduced its price target to $281, maintaining a Market Perform rating. Despite the cautious stance, Stifel Nicolaus highlighted ADP's current 17% premium to the equal-weight S&P 500 as a compelling risk/reward profile.
Here's What the Street Thinks About Automatic Data Processing (ADP)
Wall Street has a mixed opinion on Automatic Data Processing, Inc. (ADP) following its fiscal Q2 2026 results, despite the company exceeding revenue and EPS estimates. Analysts have reiterated "Hold" ratings and lowered price targets, reflecting a reassessment amid AI-related factors. ADP, which provides cloud-based human capital management solutions, is trading at a premium to the S&P 500, which some analysts still find to be a compelling risk/reward profile.
William Blair Maintains a Hold Rating for Paychex, Inc. (PAYX)
William Blair has maintained a Hold rating for Paychex, Inc. (PAYX) on February 10, without providing a price target. This follows Cantor Fitzgerald's initiation of a Sell rating with a $98 price target on January 26, citing concerns about organic revenue growth amid increasing competition and economic headwinds. Despite these concerns, Wall Street analysts generally remain bullish on PAYX, with a 12-month median price target suggesting over 21% upside.
Here’s What the Street Thinks About Automatic Data Processing (ADP)
Wall Street has a mixed opinion on Automatic Data Processing (ADP) following its strong fiscal Q2 2026 results. Despite beating revenue and EPS estimates, analysts like Stifel Nicolaus and BMO Capital have reiterated "Hold" or "Market Perform" ratings and lowered price targets, citing AI-related factors. The company, a provider of cloud-based human capital management solutions, is seen as having a compelling risk/reward profile due to its premium trading lower than historical averages relative to the S&P 500.
Automatic Data Processing Stock: Quiet Boring… or Secret Power Move for 2026?
This article examines Automatic Data Processing (ADP) stock, highlighting its quiet stability and essential role in payroll and HR management. Despite not being a high-hype "meme stock," ADP is presented as a strong long-term investment due to its recurring revenue, steady growth, and dividend payments. The piece compares ADP to competitors like Paychex and advises that while it may not offer rapid, explosive gains, it provides reliable wealth building for patient investors.
Automatic Data Processing Inc (ADP) Stock Price Down 3.84% on Fe
Shares of Automatic Data Processing Inc (ADP) fell 3.84% on February 12, trading at $209.21, significantly below its 52-week high. Wall Street analysts have an average target price of $278.57 for ADP, suggesting a potential upside of 33.15%. GuruFocus estimates the fair value (GF Value) to be $312.57, indicating an even higher potential upside of 49.4%.
Automatic Data Processing, Inc. $ADP Shares Purchased by Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co increased its stake in Automatic Data Processing (NASDAQ:ADP) by 8.8% in Q3, now owning 69,053 shares valued at $20.27 million. Automatic Data Processing exceeded quarterly earnings estimates with $2.62 EPS and $5.36 billion in revenue, also projecting FY2026 EPS guidance between $10.091 and $11.011. The company's board authorized a $6.0 billion share buyback program and declared a quarterly dividend of $1.70, offering an annualized yield of approximately 3.1%.
Automatic Data Processing, Inc. $ADP Shares Purchased by Mitchell Capital Management Co.
Mitchell Capital Management Co. significantly increased its stake in Automatic Data Processing (ADP) by 325% in Q3, now owning 6,800 shares worth $1.996 million. Other institutions also boosted their positions, resulting in institutional investors holding about 80% of ADP stock. Despite ADP beating Q3 earnings estimates, several analysts cut price targets, and the stock maintains a consensus "Hold" rating with an average target of $290. The company's board approved a $6.00 billion share buyback program and declared a quarterly dividend of $1.70 per share.
Is ADP’s (ADP) New HR Award And Data Focus Quietly Reframing Its Competitive Moat?
ADP Inc. has been recognized with an Excellence Award for its HR software performance and customer satisfaction, coinciding with increased attention on its National Employment Report Pulse. This dual focus highlights ADP's role as both a leading HR platform and a significant employment data source. While these achievements bolster brand credibility and operational strength, investors are still urged to consider rising competition in HR tech and potential pricing pressures, despite ADP's strong cash generation and dividend increases.
Are Wall Street Analysts Predicting Automatic Data Processing Stock Will Climb or Sink?
Automatic Data Processing, Inc. (ADP), a cloud-based human capital management (HCM) solutions provider, has underperformed the broader market, with shares down 29.5% over the past 52 weeks. Despite a mixed Q2 earnings report, the company raised its fiscal 2026 guidance, and analysts anticipate 9.5% EPS growth. The consensus rating from 18 analysts is a "Hold," with a mean price target of $281.40, suggesting a 32% upside.
Cibc World Market Inc. Buys 43,438 Shares of Automatic Data Processing, Inc. $ADP
Cibc World Market Inc. significantly increased its stake in Automatic Data Processing (ADP) by purchasing an additional 43,438 shares, bringing its total holdings to 93,586 shares valued at approximately $27.47 million. This comes as ADP reported strong quarterly earnings, issued positive FY2026 EPS guidance, and authorized a $6.0 billion share buyback program along with a $1.70 quarterly dividend. Despite some recent analyst price target cuts and modest insider selling, institutional investors now own about 80% of ADP's stock.
Paycom Software Issues Below-Expectations 2026 Revenue Forecast | Market Update - News and Statistics
Paycom Software has forecasted its 2026 revenue to be between $2.18 billion and $2.20 billion, falling below Wall Street's average analyst estimate of $2.23 billion. The company attributes this conservative outlook to macroeconomic challenges, including businesses delaying HR and payroll software purchases due to tighter budgets and potential slowdowns in hiring among its core small-to-medium business client base. Following the announcement, Paycom's shares dropped over 7% in extended trading, despite the company exceeding analyst revenue estimates for the quarter ending December 31 ($544.3 million vs. $543 million).
Paycom (PAYC) Q4 2025 Earnings Call Transcript
Paycom Software (PAYC) reported strong Q4 and full-year 2025 results, exceeding initial outlooks with total revenue of $544 million and $2.05 billion respectively. Despite a slightly more cautious 2026 revenue growth guidance (6-7% total, 7-8% recurring), management emphasized that this reflects guidance discipline rather than weakening demand. Key strategic priorities include investments in automation and AI, sales force expansion, improving client retention (up to 91% in 2025), and capitalizing on new logo additions in a perceived underserved market.
3 HCM Stocks to Consider After January's Strong U.S. Jobs Report
Following a strong January U.S. Jobs report, this article highlights three Human Capital Management (HCM) stocks—Workday (WDAY), Paylocity (PCTY), and Automatic Data Processing (ADP)—that may be attractive buy-the-dip opportunities. These stocks, having experienced a software selloff, are presented as potential rebound candidates in 2026 due to their current valuations and projected growth. The article details each company's financial outlook, stock performance, and reasons why they might appeal to investors.
Why Barrett Business Services (BBSI) stock is sliding today as HR outsourcing names sink
Barrett Business Services (BBSI) stock dropped 7.6% alongside other HR outsourcing and payroll companies following Insperity's poor earnings and revised U.S. jobs figures. Investors are concerned about cost pressures, particularly benefit and claims costs, and the muddled labor market signals, with further anxiety expected before Friday's U.S. inflation numbers. The decline appears to be driven by peer performance and macro conditions rather than specific BBSI news, raising questions about potential client caution and tightening expenses in small and mid-sized firms.
Automatic Data Processing Shares Hit Lowest Point in a Year
Shares of Automatic Data Processing (ADP) have fallen to a new 52-week low of $224.93, driven by insider selling and a reduced price target from Stifel Nicolaus, despite solid Q2 earnings. The company reported EPS of $2.62 and revenue of $5.36 billion, both exceeding forecasts, and has authorized a new $6.0 billion share repurchase program to support shareholder value. Investors are now watching if ADP's strong operational fundamentals and the buyback program can counteract the stock's recent downward trend.
Automatic Data Processing Shares Hit Lowest Point in a Year
Automatic Data Processing (ADP) shares have fallen to a 52-week low of $224.93, influenced by insider selling and a reduced price target from Stifel Nicolaus, despite the company reporting strong quarterly earnings. ADP's board authorized a new $6.0 billion share repurchase program to support shareholder value, while solid underlying market fundamentals, such as increased job additions, indicate potential for recovery. The article suggests that the immediate implementation of the buyback program will be crucial to stabilize the stock.
Rhumbline Advisers Sells 22,663 Shares of Automatic Data Processing, Inc. $ADP
Rhumbline Advisers reduced its stake in Automatic Data Processing (ADP) by 2.7%, selling 22,663 shares. Despite a current "Hold" rating from analysts, ADP beat quarterly EPS estimates, announced a $6 billion share buyback, and declared a $1.70 quarterly dividend. The company also provided FY2026 EPS guidance, reflecting its strong financial position.
Jensen Investment Management Inc. Decreases Stock Position in Automatic Data Processing, Inc. $ADP
Jensen Investment Management Inc. has reduced its stake in Automatic Data Processing (NASDAQ:ADP) by 1.7% in the third quarter, now owning 924,421 shares valued at $271.3 million. The article details other institutional investor activity, key headlines impacting ADP, its stock performance, recent buyback authorization, and dividend announcement. Analyst ratings indicate an average "Hold" consensus for ADP with an average target price of $290.00.
Caprock Group LLC Makes New $9.04 Million Investment in Automatic Data Processing, Inc. $ADP
Caprock Group LLC recently acquired a new stake worth $9.04 million in Automatic Data Processing, Inc. (ADP), purchasing 29,739 shares. Other institutional investors like ING Groep NV and Stratos Wealth Partners LTD. also adjusted their positions in the business services provider. The article also notes recent insider stock sales, ADP's positive earnings and revenue, a declared $6 billion share buyback program, and an annualized dividend of $6.80.
Madison Asset Management LLC Reduces Holdings in Automatic Data Processing, Inc. $ADP
Madison Asset Management LLC decreased its stake in Automatic Data Processing (ADP) by 12.4% in Q3 2025. Despite this reduction, ADP reported strong quarterly results, beating analyst estimates, and announced a new stock buyback program of $6.0 billion and a quarterly dividend of $1.70. Analyst sentiment for ADP is mixed, with a consensus "Hold" rating and several recent price target adjustments.
ING Groep NV Buys 90,073 Shares of Automatic Data Processing, Inc. $ADP
ING Groep NV increased its stake in Automatic Data Processing (ADP) by 49.1%, purchasing 90,073 shares to hold a total of 273,487 shares valued at approximately $80.27 million. This move comes as ADP reported strong quarterly results, beating EPS and revenue estimates, and authorized a $6.0 billion share buyback program along with a $1.70 quarterly dividend. Despite a "Hold" consensus rating from analysts and some insider selling, institutional ownership remains high at 80.03%, and the company issued optimistic FY2026 EPS guidance.
Wall Street Analysts Are Bullish on Top Technology Picks
Three analysts have issued bullish sentiments on several technology stocks. Samad Samana from Jefferies maintained a Buy rating on HubSpot (HUBS) with a $560 price target, while Scott Berg from Needham maintained a Buy rating on CS Disco (LAW) with a $10 price target. John Ransom from Raymond James also maintained a Buy rating on Lumexa Imaging Holdings, Inc. (LMRI) with a $23 price target, reflecting a positive outlook on these companies within the Technology sector.
Paycom Software Stock To $164?
Paycom Software (PAYC) stock has recently experienced a significant 21.4% dip. Trefis suggests that this could be a buying opportunity, given the stock's historical tendency to rebound strongly after similar sharp declines, with a median 12-month return of 68% following such events. The company also passes essential financial quality checks, reinforcing the potential for recovery.
Price-Driven Insight from (ADP) for Rule-Based Strategy
This article provides a price-driven insight for Automatic Data Processing Inc. (NYSE: ADP), highlighting weak sentiment across all horizons supporting a short bias. It outlines three distinct AI-generated trading strategies: a Position Trading Strategy, a Momentum Breakout Strategy, and a Risk Hedging Strategy. The analysis also includes multi-timeframe signal analysis indicating weak signals across near-term, mid-term, and long-term horizons, along with support and resistance levels.
US ADP Employment Change average declines for third week to 6.5K
The US ADP Employment Change 4-week average has decreased for the third consecutive week, falling to 6.5K from 7.75K. This indicates a gradual cooling in private-sector job creation, though the US Dollar Index remains largely unaffected, hovering around 96.85. The report provides an early signal for the labor market, often preceding broader employment reports.
U.S. employers added 6,500 jobs a week in January, ADP says
ADP reported that U.S. private employers added an average of 6,500 jobs per week for the four weeks ending January 24, 2026, marking an increase from 5,000 jobs the prior week. This preliminary estimate, known as the NER Pulse, is seasonally adjusted and based on a four-week moving average with a two-week lag. The next update is scheduled for February 17, 2026, and the report also details ADP's recent company history and market performance.
Automatic Data Processing, Inc. $ADP Shares Sold by GUARDCAP ASSET MANAGEMENT Ltd
GUARDCAP ASSET MANAGEMENT Ltd has reduced its stake in Automatic Data Processing (NASDAQ:ADP) by 13.2%, selling over 99,000 shares, although ADP remains a significant holding for the firm. Despite a recent EPS beat and a new $6.0 billion share buyback authorization, ADP's stock has faced downward pressure due to insider selling and analyst target cuts, leading to a 12-month low. The company also announced a quarterly dividend of $1.70 per share, yielding 3.0% annually.
