ADP Warns of Cooling Labor Market While Its Own Business Feels the Chill
ADP's latest figures indicate a significant slowdown in the U.S. labor market, with its "pays per control" growing only 1% in fiscal 2026 and projecting 0-1% for 2027. This cooling trend directly impacts ADP's revenue, as its business model charges per employee paid, and also affects client retention. Despite the slowdown, ADP is leveraging its unique payroll data to offer economic insights and maintain revenue through new business bookings and client float income.
ADP Warns of Cooling Labor Market While Its Own Business Feels the Chill
ADP's latest reports indicate a cooling labor market, with the company's own "pays-per-control" metric showing only 1% growth in fiscal 2026 and a projected 0-1% for 2027. This slowdown in job growth directly impacts ADP's revenue, as the company charges per employee paid, and similar trends are noted for competitors Paychex and Paycom. Despite this, ADP sees some cushioning from new business bookings, client float income, and the increasing complexity of workforce management.
What leaders actually need from AI in HR technology
Businesses are rapidly adopting AI across various functions, but its application in HR requires careful consideration due to the sensitive nature of HR data and decisions. A 2025 Paylocity survey revealed that while most HR technology decision-makers believe AI can elevate HR to a more strategic role, many are still waiting for tangible results. The article highlights four key pain points AI must address to deliver real value in HR: prevention of payroll errors, providing leaders with crucial workforce insights, ensuring usability for HR professionals, and building trust through robust security and governance.
The Shifting Trends That Drove Stock Funds in Q3 2026
The third quarter of 2026 saw significant shifts in stock fund trends, with the AI-fueled rally of the first half losing steam. Software stocks rebounded while semiconductors cooled, and large-cap funds showed resilience as small caps lagged. Energy, healthcare, and foreign value funds outperformed, while emerging markets experienced a lukewarm quarter.
BofA sets USD 200.00 target for Paycom Software stock
BofA Securities initiated coverage on Paycom Software (PAYC) with an Underperform rating and a $200.00 price target, despite the company reporting strong second-quarter revenue of $531.20 million and raising its full-year 2026 revenue outlook. The stock was trading at EUR 204.95 on October 2, 2026, at Lang & Schwarz, reflecting a 1.31 percent increase from its prior close. The analyst's target is notably below the current market price and the company's improved profitability projections.
Investigating Automatic Data Processing's Standing In Professional Services Industry Compared To Competitors
This article analyzes Automatic Data Processing (ADP) within the Professional Services industry, comparing it to competitors based on key financial metrics. It highlights ADP's potential undervaluation in some aspects while emphasizing its strong profitability, cash flow generation, and revenue growth relative to industry averages. The analysis suggests ADP could be an attractive investment opportunity due to its robust financial performance and lower debt-to-equity ratio compared to peers.
Evaluating Automatic Data Processing Against Peers In Professional Services Industry
This article evaluates Automatic Data Processing (NASDAQ: ADP) against its peers in the Professional Services industry, analyzing critical financial metrics such as P/E, P/B, P/S ratios, ROE, EBITDA, gross profit, revenue growth, and debt-to-equity. ADP shows favorable growth potential with a lower P/E ratio than the industry average, strong profitability with higher ROE, EBITDA, and gross profit, and robust revenue growth. While its P/B and P/S ratios suggest potential overvaluation, ADP maintains a strong financial position with a lower debt-to-equity ratio compared to its top competitors.
BILL Expands Embedded Payments Reach With Blackbaud Partnership
BILL Holdings (BILL) has partnered with Blackbaud (BLKB) to embed its business payments network into Blackbaud Financial Edge NXT, aiming to simplify accounts payable for nonprofit and education organizations. This collaboration, featuring a phased rollout of "Payment Assistant" powered by BILL, seeks to automate invoice processing and vendor payments, thereby broadening BILL's embedded payments presence and driving transaction activity within specialized finance workflows. The move aligns with BILL's strategy to expand through partnerships and leverage its growing payment scale, further solidifying its position in the market.
BILL Expands Embedded Payments Reach With Blackbaud Partnership
BILL (BILL) has partnered with Blackbaud (BLKB) to embed its payment processing capabilities into Blackbaud Financial Edge NXT, aiming to simplify accounts payable for nonprofit and education finance teams. This strategic move, which involves a phased rollout of Payment Assistant powered by BILL, enhances BILL's embedded payments presence and aligns with its growth strategy through software companies. The partnership is expected to broaden BILL’s transaction activity, building on its strong fiscal 2026 performance with $98 billion in payment volume and $1.65 billion in revenues.
KEEL Stock Up 27.7% Y/Y: Can the Momentum Last Throughout 2026?
Keel Infrastructure Corp. (KEEL) has seen its stock rise 27.7% over the past year, driven by its high-performance computing (HPC) strategy and strong liquidity. The company is focusing on HPC data-center projects after exiting U.S. Bitcoin mining and has significant financial flexibility. Analyst estimates for 2026 and 2027 have been revised upwards, indicating continued positive outlook for the company.
BofA Securities Initiates Paycom Software(PAYC.US) With Sell Rating, Announces Target Price $200
BofA Securities has initiated coverage on Paycom Software (PAYC.US) with a Sell rating. The firm has also set a target price of $200 for the company's stock.
Paycom's Growth Outlook Constrained by Payroll-Heavy Revenue Mix, BofA Says
BofA suggests that Paycom's growth potential is limited due to its heavy reliance on payroll services for revenue. The article, published on MarketScreener, includes a summary of Paycom Software Inc.'s company profile, analyst ratings, and recent news. Access to the full article content is restricted to members.
Paycom's Growth Outlook Constrained by Payroll-Heavy Revenue Mix, BofA Says
Bank of America (BofA) analysts have indicated that Paycom Software's growth potential is limited due to its revenue being heavily reliant on payroll services and only modest potential for additional services. The full report is available only to premium subscribers.
BofA assumes Paycom stock coverage with underperform rating By Investing.com
BofA Securities has initiated coverage on Paycom Software (NYSE:PAYC) with an "underperform" rating and a price target of $200, citing concerns about the company's mature payroll base, limited upselling opportunities, and unproven upmarket strategy. Despite these concerns, Paycom has demonstrated strong capital returns through share buybacks and maintains impressive gross profit margins. This rating comes even as Paycom recently reported strong second-quarter results and raised its fiscal 2026 revenue growth guidance, leading several other analyst firms to increase their price targets for the stock.
BofA assumes Paycom stock coverage with underperform rating
BofA Securities has initiated coverage on Paycom Software (PAYC) with an "underperform" rating and a price target of $200, citing concerns over its mature payroll base, limited upselling opportunities, and unproven upmarket strategy. Despite the negative rating, InvestingPro analysis suggests Paycom is undervalued and highlights the company's aggressive share buybacks and impressive gross profit margins of 88%. This contrasts with several other analyst firms that recently raised their price targets for Paycom following strong Q2 results and increased revenue guidance.
Paycom Software stock draws analyst targets after Q2 guidance raise
Paycom Software (PAYC) stock has seen increased analyst interest following its raised Q2 2026 guidance, which reported a 10% revenue increase to $531.2 million and a 20% rise in GAAP net income. UBS increased its price target to $285.00, while KeyBanc set a target of $280.00. The company projects full-year 2026 revenue between $2.197 billion and $2.212 billion, with its next earnings report due on November 3, 2026.
Here's Why You Should Retain Broadridge Stock in Your Portfolio
Broadridge Financial Solutions (BR) stock is recommended for retention due to its expansion into digital assets for wealth management, its DLX platform connecting tokenized and traditional markets, and its consistent commitment to shareholder returns through dividends and share repurchases. Despite these positives, the company faces risks from rising operating costs and intense competition, leading to a Zacks Rank #3 (Hold) rating.
Understanding Automatic Data Processing's Position In Professional Services Industry Compared To Competitors
This article analyzes Automatic Data Processing (NASDAQ: ADP) within the Professional Services industry, comparing it to competitors using key financial metrics. ADP shows a potentially undervalued PE ratio, a high PB ratio suggesting asset valuation, and a high PS ratio reflecting strong sales. The company outperforms its peers in ROE, EBITDA, gross profit, and revenue growth, indicating efficient operations and robust financial health, further supported by a strong debt-to-equity ratio.
Paycom Software stock heads into the open after a 0.19 percent drop
Paycom Software stock declined by 0.19 percent, closing at USD 221.25 on September 24, 2026, while the Nasdaq Composite saw a slight increase of 0.01 percent. The broader market was mixed, with the S&P 500 falling and the Dow Jones Industrial Average also losing ground. The article also provides an outlook for September 25, 2026, including upcoming economic calendar items.
ADP revenue grows 6.77%, outpacing professional services peers
Automatic Data Processing (ADP) reported a 6.77% revenue growth, significantly outperforming its professional services peers' average of 2.79%. The company also achieved a 15.81% return on equity, surpassing the industry benchmark of 8.74%, and its financial health is robust with a debt-to-equity ratio of 0.87. Despite commanding higher valuation multiples on assets and sales, ADP demonstrates superior efficiency and strong profitability figures, indicating investor confidence in its high-quality earnings generation.
Paycom Software stock slips before the bell after a 1.08 percent drop
Paycom Software stock experienced a 1.08 percent drop, closing at USD 222.19 on September 23, 2026, ahead of the bell. This decline was slightly less than the Nasdaq Composite's 1.13 percent fall on the same day. Upcoming US economic data, specifically August new-home sales, is anticipated to impact interest-rate expectations, which could further affect the software sector.
Paycom Software stock holds near USD 225 as targets rise
Paycom Software (PAYC) stock closed at $226.28 on September 21, 2026, remaining below its 52-week high despite Q2 revenue increasing by 9.8% to $531.20 million. KeyCorp raised its price target for PAYC to $280, contrasting with a broader consensus target of $215.00 and an average "Hold" rating. The company's EPS of $2.78 significantly exceeded consensus estimates, highlighting stronger earnings growth compared to revenue.
Paychex stock faces earnings test with shares at USD 113.52
Paychex (PAYX) stock closed at USD 113.52 on September 22, 2026, ahead of its fiscal first-quarter 2027 earnings report. Analysts expect EPS of USD 1.32 and revenue of USD 1.63 billion, representing an increase from the previous year. The market is closely watching the company's performance, especially regarding the integration of Paycor and its impact on revenue synergies and margin gains.
Paycom Software stock heads into the open after a 0.10 percent gain
Paycom Software (NYSE: PAYC) stock closed at USD 226.28 on September 21, 2026, marking a 0.10 percent gain. This comes as the Nasdaq Composite also saw an increase, reaching 27,244.28. The stock traded between USD 225.81 and USD 226.47, with a volume of 2.40 million shares.
PAYC 13-DAY DEADLINE ALERT: Hagens Berman, National Trial Attorneys, Encourages Paycom Software (PAYC) Investors with Substantial Losses to Contact Firm's Attorneys Before Jan. 9th Deadline in Securities Fraud Lawsuit
Hagens Berman is encouraging investors of Paycom Software (PAYC) who have experienced significant losses to contact their attorneys before the January 9, 2024 deadline for a securities fraud lawsuit. The lawsuit alleges that Paycom misrepresented and concealed issues related to its Beti payroll product, which led to the cannibalization of other services and lower-than-expected revenues for Q3 2023 and revised FY 2023 forecasts. This news caused a substantial drop in Paycom's stock price on November 1, 2023.
Paycom Software stock holds at USD 226.28 as targets rise
Paycom Software (PAYC) stock closed at USD 226.28 on September 21, 2026, marking a 0.10 percent increase from its prior close and giving it a market capitalization of approximately USD 10.21 billion. The stock remains below its 52-week high of USD 244.98 but is significantly above its 52-week low of USD 104.90, trading within a narrow intraday range.
KeyBanc raises Paycom Software stock price target on margin confidence By Investing.com
KeyBanc has increased its price target for Paycom Software (NYSE:PAYC) to $280 from $270, maintaining an Overweight rating due to increased confidence in the company's margin expansion sustainability and accelerated product innovation. This decision follows Paycom's strong second-quarter results, which surpassed analyst expectations, and positive adjustments from other analyst firms. InvestingPro analysis suggests Paycom's stock is currently undervalued despite its strong financial performance.
Paycom Software stock holds steady as investors watch post-earnings trajectory
Paycom Software's stock is trading steadily on Nasdaq following its latest quarterly results, with investors now focused on the company's future growth strategy. The company reported year-over-year growth in revenue and earnings, indicating continued client acquisition and platform usage. Analysts are weighing the strong performance against competitive risks and macroeconomic headwinds, making upcoming financial results crucial for the stock's valuation.
Paycom stock surges 65% after InvestingPro Fair Value signal By Investing.com
InvestingPro's Fair Value models successfully identified Paycom Software, Inc. (NYSE:PAYC) as significantly undervalued in early June 2026, leading to a 65% return for investors in just three months. The analysis highlighted Paycom's strong fundamentals, including high gross profit margins and customer switching costs, which contributed to its intrinsic value being approximately 50% higher than its trading price at the time. This success story demonstrates the effectiveness of comprehensive valuation analysis in finding mispriced investment opportunities.
2027 HR Compliance: Critical Deadlines to Know
This article highlights critical HR compliance deadlines for employers in 2027, emphasizing the need for early attention due to evolving regulations and administrative demands. It breaks down key compliance areas by quarter, including payroll and tax, ACA reporting, benefits administration, and year-end requirements. CBIZ also offers a 2027 HR Compliance Calendar to help organizations stay organized.
HR Software Q2 Earnings: Paycom (NYSE:PAYC) is the Best in the Biz
This article reviews the Q2 earnings for HR software companies, highlighting Paycom (NYSE:PAYC) as a top performer. Paycom exceeded analyst expectations with strong revenue growth and full-year EBITDA guidance. While other companies like Paylocity and Paychex also had satisfactory quarters, Asure Software showed the weakest performance against analyst estimates despite rapid revenue growth.
Paycom donates $200K to cancer detection institute
Paycom Software Inc. has donated $200,000 to Baylor Scott & White Health’s Texas Cancer Interception Institute to support early cancer detection and improve patient outcomes. This donation, made in honor of National Payroll Week, is personally significant to Paycom Chief Sales Officer Jeff York, a cancer survivor treated at Baylor Scott & White Health. The institute aims to reduce cancer mortality rates by 50% over the next 25 years through technology-driven screening and diagnostic tools.
Paycom Software Inc. stock outperforms competitors on strong trading day
Paycom Software Inc. (PAYC) saw its stock rise by 1.33% to $218.91 on Friday, outperforming key market indices like the S&P 500 and Dow Jones Industrial Average. This marked the second consecutive day of gains for the company's shares. The positive movement occurred on an overall favorable trading day for the stock market.
Paycom Software Drops 5.6% Amid Sector-Wide Selling
Paycom Software (PAYC) experienced a 5.6% stock drop, closing at $218.72, as part of a broad sector-wide selling spree affecting human capital management and staffing companies. This decline, which also impacted several peers like RHI and PCTY, suggests investor concerns about the entire sector rather than Paycom-specific issues. The uniform selling pressure indicates potential macro factors or sector rotation, with investors now watching for stabilization or commentary from peers.
Paycom Software Inc. stock underperforms Tuesday when compared to competitors
Shares of Paycom Software Inc. (PAYC) dropped 5.40% on Tuesday, closing at $219.16. This underperformance occurred on a negative day for the broader market, with both the S&P 500 Index and Dow Jones Industrial Average also declining. This marks the second consecutive day of losses for Paycom Software Inc. stock.
Paycom Software (NYSE: PAYC) Discloses 7.1% Stake by Ernest Group and 13.1% by Chad Richison in Activist 13D Filing
Paycom Software (NYSE: PAYC) has revealed that Ernest Group holds a 7.1% stake and Chad Richison holds a 13.1% stake, according to an activist Schedule 13D filing. J.P. Morgan Securities LLC is authorized to sell up to 1,090,000 shares for Ernest Group under a 10b5-1 plan, effective through June 2027. These ownership percentages are based on 45,071,619 common shares outstanding as of July 28, 2026.
The Zacks Analyst Blog Highlights Archer-Daniels-Midland, Travelers Companies, Virtu Financial, Paycom Software and The Allstate
The Zacks Analyst Blog recommends five stocks with a Zacks Rank #1 (Strong Buy) to mitigate risks in September, historically the worst-performing month for U.S. equities. These include Archer-Daniels-Midland Co. (ADM), The Travelers Companies Inc. (TRV), Virtu Financial Inc. (VIRT), Paycom Software Inc. (PAYC), and The Allstate Corp. (ALL), all identified as low-beta, high-yielding stocks. The article notes increased market volatility due to rising crude oil prices, sticky inflation concerns, and higher global bond yields, emphasizing the importance of defensive investments.
Earnings Beat, Raised Guidance Send Paycom Shares Higher
Paycom Software, Inc. (PAYC) saw its shares rise due to strong second-quarter 2026 earnings, increased full-year guidance, and significant institutional investor interest. The company reported a 10% year-over-year revenue gain and a 20% jump in GAAP net income, leading to a 51% increase in its stock price this year. With a history of strong financial performance and continued institutional buying, PAYC is positioned as a noteworthy investment.
Preset stock-sale plan to reduce Paycom (NYSE: PAYC) stake over 2026–27
Ernest Group, Inc. and Chad Richison have filed an updated Schedule 13D/A for Paycom Software, Inc. (PAYC), detailing their current ownership and a new Rule 10b5-1 sales plan. The plan authorizes the sale of up to 1,090,000 shares of Paycom common stock by Ernest Group between December 2026 and June 2027. Despite the planned sale, both Ernest Group and Chad Richison reaffirm their significant stakes in PAYC, with no recent transactions reported in the past sixty days.
Paycom Software Inc. stock underperforms Thursday when compared to competitors despite daily gains
Paycom Software Inc. (PAYC) shares rose 1.81% on Thursday, closing at $240.52, ending a two-day losing streak. Despite this gain, the stock underperformed compared to the broader market, as the S&P 500 and Dow Jones Industrial Average both saw larger percentage increases. The article highlights the stock's daily performance against major market indices and its competitors.
Paycom stock hits 52-week high at 243.47 USD
Paycom Software Inc. (PAYC) stock reached a 52-week high of $243.28 and is currently trading at $244.38, reflecting an 80.5% surge in the past six months and a 7.12% increase over the past year. InvestingPro analysis suggests the stock is undervalued with an 88% gross profit margin. The company also reported strong Q2 results, exceeding analyst expectations, leading to several price target raises from UBS, Guggenheim, and BTIG.
Paycom Software (PAYC) executive unloads 2,818 shares at $237–$240
Paycom Software, Inc.'s President/Chief Client Officer, Terrell Shane Hadlock, sold a total of 2,818 common shares in three separate transactions on August 27 and 28, 2026. The shares were sold at prices ranging from $237.00 to $240.07 per share. Following these transactions, Hadlock directly holds 69,911 common shares, in addition to unvested restricted stock units and restricted stock.
Is Paycom Software (NYSE:PAYC) Still Undervalued After Its Rally?
Paycom Software (NYSE:PAYC) has seen a strong rally this year, prompting a valuation analysis. While a discounted cash flow model suggests the stock is undervalued, its price-to-results ratio indicates it trades roughly in line with peers. The article highlights a debate among investors regarding the company's ability to convert platform growth into cash generation versus the potential impact of rising infrastructure costs.
UBS Adjusts Paycom Software Price Target to $285 From $205, Maintains Buy Rating
UBS has increased its price target for Paycom Software (PAYC) to $285 from $205, while reaffirming a Buy rating on the stock. This adjustment reflects a positive outlook on the company's financial prospects. The article also lists recent news and analyst recommendations related to Paycom Software, highlighting increased revenue forecasts and strong Q2 earnings.
9 Green Days In A Row: Paycom Software Stock Is Up 12%
Paycom Software (PAYC) stock has risen for nine consecutive trading days, leading to a cumulative gain of 12% and adding $1.1 billion to its market value. This streak is particularly notable as it occurred while the broader S&P 500 remained flat. Despite strong business fundamentals, including higher revenue growth and operating margins compared to the S&P 500 median, the stock trades at a slightly lower P/E multiple.
Top 3 Industrials Stocks That May Fall Off A Cliff In August
This article identifies three industrial stocks—Exlservice Holdings Inc (EXLS), Karat Packaging Inc (KRT), and Paycom Software Inc (PAYC)—that show signs of being overbought based on their high Relative Strength Index (RSI) values. Despite recent strong financial results and stock gains, the high RSI suggests they may be due for a correction. Investors are advised to consider momentum as a key criterion in their trading decisions.
Paycom Software stock holds above $238 as 2026 guidance highlights growth
Paycom Software's stock is holding above $238 after reporting strong Q2 2026 results, beating revenue and EPS estimates, and providing optimistic full-year 2026 guidance. The company expects revenue between $2.197 billion and $2.212 billion and adjusted EBITDA of $1.007 billion to $1.022 billion, signaling robust growth and profitability driven by its automation-centric HR platform. Despite trading above the average analyst price target, one firm has upgraded the stock to a 'Buy' rating, reinforcing confidence in its long-term trajectory.
Paycom (NYSE: PAYC) officer to sell 2,818 shares in 2026
An officer at Paycom Software, Inc. (PAYC), Terrell Shane Hadlock, plans to sell 2,818 shares of common stock, valued at $667,979, through Morgan Stanley & Co. The sale is scheduled for August 27, 2026, and the shares were acquired as compensation over various dates. This information comes from a Form 144 SEC filing, which details insider sale intentions.
8 Green Days In A Row: Paycom Software Stock Is Up 11%
Paycom Software (PAYC) stock has risen for eight consecutive trading days, resulting in an 11% gain and pushing its market value to approximately $11 billion. This streak has driven the stock to a new 52-week high, with significant returns over the past three months. The company's fundamentals, including revenue growth and operating margin, appear to support this rally, though the article cautions that streaks can end abruptly.
7 Green Days In A Row: Paycom Software Stock Is Up 8.6%
Paycom Software (PAYC) stock has experienced a significant surge, climbing 8.6% over seven consecutive trading days, adding approximately $847 million to its market value and reaching a new 52-week high of about $232.31. This strong performance contrasts with the S&P 500's decline over the same period. The article notes that the company's fundamentals, including 9.2% revenue growth and a 30.3% operating margin, support this upward trend, though it cautions that streaks are not an instruction to buy or sell but rather a prompt for deeper analysis of the business.
