Limited Up-Market Momentum and Growing Pricing Pressure Have Slowed Paycom’s Growth
This article discusses how Paycom's growth has been hampered by limited up-market momentum and increasing pricing pressure. It also notes that growing competition and AI uncertainties are clouding the long-term outlook for payroll providers, despite Paycom's strong Q1 performance paired with aggressive share repurchases. The company primarily targets midmarket customers with 50-10,000 employees.
High Customer Switching Costs Underpin ADP’s Narrow Moat Rating
Automatic Data Processing (ADP) maintains a narrow moat rating due to the high customer switching costs associated with its payroll and human capital management services. The firm's comprehensive solutions cater to diverse client sizes and its established presence provides robust cash flows even during economic downturns. Growing competition and uncertainties surrounding AI are identified as potential challenges to the long-term outlook for payroll providers like ADP.
Paycom Software To Go Ex-Dividend On May 26th, 2026 With 0.375 USD Dividend Per Share
Paycom Software (NYSE: PAYC) is set to go ex-dividend on May 26th, 2026, with a dividend payout of $0.375 per share, representing an annualized dividend of $1.50 and a yield of 0.81%. The dividend will be paid out to shareholders on record as of May 26th, 2026. The company has a history of increasing its dividends, raising it by 0.05 last year.
Paycom Software Inc. stock underperforms Thursday when compared to competitors
Paycom Software Inc. (PAYC) shares fell by 2.63% on Thursday, closing at $134.35, despite a positive trading session for the broader market. This marks the second consecutive day of losses for the stock, while the S&P 500 Index and Dow Jones Industrial Average both saw gains.
Paycom Software, Inc. $PAYC Shares Sold by Callahan Advisors LLC
Callahan Advisors LLC significantly reduced its stake in Paycom Software (NYSE:PAYC) during the fourth quarter, selling 64.9% of its holdings and retaining 6,500 shares valued at $1.04 million. While other institutional investors have recently increased their positions, analysts maintain a "Hold" rating for Paycom with an average target price of $159.67. Paycom recently reported strong Q1 earnings, surpassing analyst expectations with $3.15 EPS and a 7.8% year-over-year revenue increase.
Paycom Software Inc. stock (US70432V1026): earnings reaction, insider sale and dividend in focus
Paycom Software Inc. has attracted investor attention due to its recent quarterly results, a notable share price reaction, and a high-profile insider share sale, while maintaining regular dividend payments. The company operates as a cloud-based human capital management and payroll software provider, primarily for US employers. Market participants reacted to the first-quarter 2026 numbers with volatility, and a top executive's sale sparked curiosity despite the modest revenue beat and margin improvements.
Q1 Earnings Roundup: Paycom (NYSE:PAYC) And The Rest Of The HR Software Segment
This article provides a Q1 earnings roundup for HR software companies, focusing on Paycom (NYSE:PAYC) and its peers. It details the revenue performance of Paycom, Paylocity (NASDAQ:PCTY), Asure Software (NASDAQ:ASUR), and Paychex (NASDAQ:PAYX), highlighting that while the sector generally beat revenue estimates, individual company performances varied. The article also touches upon broader market concerns in late 2025/early 2026 regarding AI affecting software pricing power and the later shift to geopolitical risks impacting market psychology.
Paycom Software Inc. stock underperforms Wednesday when compared to competitors
Paycom Software Inc. (PAYC) stock fell 2.26% on Wednesday, closing at $137.98, despite a strong day for the broader market with both the S&P 500 and Dow Jones Industrial Average seeing significant gains. This decline broke a three-day winning streak for the company's shares.
Marathon Asset Management Ltd Sells 9,065 Shares of Autodesk, Inc. $ADSK
Marathon Asset Management Ltd reduced its stake in Autodesk, Inc. (NASDAQ:ADSK) by 9.0% in the fourth quarter, selling 9,065 shares and holding 91,230 shares valued at $27.0 million. Despite some analyst price target trims, Wall Street maintains a "Moderate Buy" rating for Autodesk with a consensus price target of $333.07. The company recently reported better-than-expected quarterly results, with EPS of $2.85 and revenue of $1.96 billion, marking a 19.4% year-over-year increase.
Northwestern Mutual Wealth Management Co. Buys 157,201 Shares of Paycom Software, Inc. $PAYC
Northwestern Mutual Wealth Management Co. significantly increased its stake in Paycom Software (NYSE:PAYC) during the fourth quarter, purchasing an additional 157,201 shares to bring its total holdings to 170,854 shares valued at approximately $27.2 million. This increase in institutional ownership follows Paycom's better-than-expected first-quarter earnings, where the company reported EPS of $3.15 and revenue of $571.8 million, along with a declared quarterly dividend of $0.375 per share. Analysts currently rate Paycom as a "Hold" with an average price target of $159.67.
Paycom Software Inc. stock (US70432V1026): earnings beat, dividend and insider sale draw fresh atten
Paycom Software Inc. has attracted renewed investor attention due to its Q1 2026 earnings exceeding expectations, its consistent dividend payment, and a recent insider share sale by its COO. The company specializes in cloud-based payroll and HR software, serving primarily mid-sized and larger US businesses with a recurring revenue model. While the stock has seen a recent rebound, investors are advised to monitor valuation metrics and competitive pressures within the HR technology sector.
Paycom’s SWOT analysis: stock faces growth questions amid stable results
Paycom Software Inc. (NYSE:PAYC) is facing scrutiny regarding its growth trajectory after its Q3 2025 results met expectations but didn't excite the market, leading to a stock decline. Analysts are questioning its ability to accelerate growth in a competitive software landscape, though the company's stable guidance and potential for margin expansion in 2026 offer some positive outlook. The SWOT analysis highlights both the company's strengths in its established platform and operational consistency, and weaknesses such as a lack of growth acceleration, while pointing to opportunities in margin expansion and threats from intense competition.
Paycom (NYSE: PAYC) COO sells 2,500 shares in open-market trade
Paycom Software, Inc.'s Chief Operating Officer, Randall Peck, reported an open-market sale of 2,500 shares of common stock at a price of $140.50 per share. Following this transaction, Peck directly holds 55,355 shares, which includes a significant portion of unvested restricted stock units and unvested restricted stock. This insider sale resulted in net proceeds of $351,250 and was documented in a Form 4 SEC filing.
Paycom Software Inc. stock outperforms competitors on strong trading day
Shares of Paycom Software Inc. (PAYC) rose 1.43% to $141.17 on Tuesday, bucking a general downturn in the stock market where the S&P 500 and Dow Jones Industrial Average both fell. This marked the third consecutive day of gains for Paycom Software Inc.
Here's why Paycom Software (PAYC) is a strong momentum stock
This article identifies Paycom Software (PAYC) as a strong momentum stock. It suggests that investors looking for stocks with upward price trends and strong fundamentals might find PAYC an attractive option. The analysis likely highlights factors contributing to its momentum, such as recent earnings performance or market sentiment.
Paycom Software Inc. stock (US70432V1026): focus shifts to growth efficiency after mixed quarterly update
Paycom Software Inc. has reported mixed quarterly results, showing slower revenue growth but strong profitability, as the company navigates a changing US labor market. The software provider is focusing on cost control, product innovation, and expanding module adoption within its existing client base. Its performance is closely tied to US employment trends and the ongoing digitalization of HR and payroll functions, making it a key stock for investors tracking the intersection of software and employment.
Paycom Software Inc. stock (US70432V1026): earnings beat and outlook after Q1 2026
Paycom Software Inc. (PAYC) exceeded expectations in Q1 2026, reporting earnings per share of $3.15 and revenue of $571.8 million, surpassing analyst consensus. The company, which provides cloud-based payroll and HR software for US employers, continues its profitable track record with projected earnings growth of 13.3% for the full year. This performance, driven by recurring subscription revenue and module adoption, positions PAYC as a key player for US investors interested in the digitalization of HR functions despite market competition.
Paycom Software Inc. stock outperforms competitors on strong trading day
Paycom Software Inc. (PAYC) saw its stock rally by 2.16% to $139.18 on Monday, outperforming the broader market. This gain occurred during a mixed trading session where the Dow Jones Industrial Average rose, but the S&P 500 Index fell. This marks the second consecutive day of gains for Paycom Software Inc. stock.
PAYC Earning Date, Earning Analysis and Earning Prediction
This article provides an earnings analysis and prediction for Paycom Software Inc. (PAYC). It details past quarterly results, analyst forecasts for revenue and EPS for upcoming quarters, and examines the stock's historical reaction to earnings reports. The summary notes stable financial performance, a focus on automation, and management confidence despite conservative guidance.
Paycom Software Inc. stock (US70432V1026): Q1 earnings beat, new $2 billion buyback and dividend dra
Paycom Software Inc. significantly outperformed expectations in Q1 2026, reporting higher-than-anticipated earnings and revenue. The HR software provider also announced a new $2 billion share repurchase program and a quarterly dividend of $0.375 per share, while maintaining its full-year guidance of $2.2 billion in revenue. This move signals management's confidence in the company's financial health and commitment to returning capital to shareholders.
What Paycom Software (PAYC)'s New $2 Billion Buyback and Dividend Plan Means For Shareholders
Paycom Software (PAYC) recently reported strong Q1 results, reaffirmed its 2026 guidance, and announced a new US$2.00 billion share repurchase program along with a US$0.375 per-share dividend. These actions, following a previous buyback that retired nearly 30% of shares, underscore management's focus on automation-led growth and substantial capital returns to shareholders. The company's investment narrative centers on its AI-powered HR platform driving recurring revenue, with a projected revenue of $2.5 billion and earnings of $562.9 million by 2029, and analysts projecting a fair value of $150.56.
Paycom Software | SCHEDULE 13G/A: Others
This article presents a Schedule 13G/A filing for Paycom Software, indicating an update to beneficial ownership by entities categorized as "Others". A Schedule 13G/A is an amendment to a Schedule 13G, which is a shorter version of a 13D filing, used by passive investors to report ownership of 5% or more of a company's stock. The document itself likely contains the details of this ownership update.
Kestra (PAYC) files Form 144 to resell 2,500 common shares
Kestra Investment Services LLC has filed a Form 144 notice to resell 2,500 common shares of Paycom Software, Inc. (PAYC). The filing indicates the shares are associated with various stock awards with specific grant and vesting dates, rather than immediate open-market sales. This Form 144 is a procedural notice and does not signify an executed sale or a change in PAYC's outstanding share count; actual transaction details would appear in subsequent Form 4s or broker reports.
Vera Therapeutics, Inc. - Class A Common Stock (NQ: VERA)
This page provides news headlines related to Vera Therapeutics, Inc. (Nasdaq: VERA), along with stock information and market updates. The articles cover various financial news, including analyst ratings, IPOs, and biotech sector movements from May and June 2021. One key highlight is Vera Therapeutics' IPO pricing below its target range in May 2021.
Paycom (PAYC) Schedule 13G/A: Harris Associates holds 3.26M shares (6.8%)
Harris Associates L.P. has filed an amended Schedule 13G/A, disclosing beneficial ownership of 3,257,774 shares, or 6.8% of Paycom Software, Inc. common stock. The filing indicates that Harris Associates has the power to vote these shares on behalf of advised clients, including Oakmark Select Fund. The disclosure is a regulatory update and does not imply any immediate intention to buy or sell shares.
Top Paycom Software (PAYC) Competitors 2026
This article provides a detailed comparison of Paycom Software (PAYC) with its key competitors, including Paylocity (PCTY), Zscaler (ZS), MongoDB (MDB), Atlassian (TEAM), and Wipro (WIT). It analyzes various financial metrics, analyst ratings, profitability, valuation, institutional ownership, and media sentiment to help investors determine the better investment among them. The comparisons highlight specific strengths and weaknesses for each company relative to Paycom Software across multiple factors.
Paycom Software Inc. stock outperforms competitors on strong trading day
Paycom Software Inc. (PAYC) saw its stock rise by 1.97% to $136.24 on Friday, despite a generally down day for the stock market, which saw the S&P 500 and Dow Jones Industrial Average both decline. This gain broke a three-day losing streak for the company's stock.
Investors Shouldn't Be Too Comfortable With Paycom Software's (NYSE:PAYC) Earnings
Paycom Software's recent strong earnings report was boosted by a significant US$42m in unusual items, which are typically non-recurring. This suggests that the company's underlying earnings power might be weaker than its statutory profit. Investors are advised to consider this factor, despite the company's impressive 61% earnings per share growth over the last three years.
Investors Shouldn't Be Too Comfortable With Paycom Software's (NYSE:PAYC) Earnings
Paycom Software's recent strong earnings report was likely boosted by US$42m in unusual items, which may not recur. This suggests that the company's underlying profitability might be weaker than its reported statutory profit. Investors should consider these unusual items when evaluating Paycom Software's future earnings power, despite a 61% growth in earnings per share over the last three years.
Paycom Software Inc. stock (US70432V1026): earnings reset keeps investors on edge
Paycom Software Inc. is working to stabilize its growth after a period of volatility caused by slowed growth and a guidance reset in late 2023 and early 2024. The company, which specializes in cloud-based HR and payroll software for small to mid-sized US businesses, is focusing on new products and mid-market clients. Investors are closely watching its ability to return to a predictable growth path and manage operating costs in a competitive market.
Paycom Gears Up to Report Q4 Earnings: What's in Store for the Stock?
Paycom Software, Inc. (PAYC) is scheduled to report its Q4 2025 earnings on February 11th. Analysts project earnings of $2.44 per share and revenues of approximately $542.7 million, driven by an expanding client base and enhanced product offerings, including AI implementation. Despite product innovation, macroeconomic factors like geopolitical tensions and hiring slowdowns could impact performance, though the company currently holds a Zacks Rank #3 with a 0.00% Earnings ESP.
Paycom Software stock (US70432V1026): Shares drop 3.3% amid inflation data
Paycom Software (PAYC) shares dropped 3.3% to $134.90 on the NYSE after the April Producer Price Index (PPI) report raised Treasury yields and diminished hopes for rate cuts in 2026. The "sticky and accelerating" inflation data negatively impacted growth stocks like enterprise software firms. Despite the drop, analysts suggest an 18% upside with a consensus target of $159.67, positioning the HR tech firm for recovery if inflation eases.
PTC Inc stock (US69344D1081): Shares drop 3.5% after PPI report
PTC Inc (NASDAQ:PTC) shares dropped 3.5% after the April PPI report pushed Treasury yields higher, impacting tech stocks. The design software provider traded between $138.85 and $144.13, with a trading volume of 1.40 million shares. The stock selloff occurred as the 10-year Treasury yield reached 4.49%, a 10-month high, following the PPI data.
Asure Software Inc - Common Stock (Nasdaq:ASUR) Stock Quote
This page provides a stock quote for Asure Software Inc - Common Stock (Nasdaq:ASUR), displaying its current price, daily range, 52-week range, volume, and other key financial metrics. It also includes recent news headlines related to the company, covering earnings reports, analyst comments, and market performance. The content highlights Asure Software's financial results, such as Q1 earnings beats and revenue jumps, alongside analyses of its stock performance and industry comparisons.
[Form 4] Paycom Software, Inc. Insider Trading Activity
Paycom Software, Inc.'s Chief Operating Officer, Randall Peck, reported a tax-related disposition of 336 shares of common stock on May 10, 2026, to cover tax withholding obligations from vesting restricted stock awards. No shares were issued or sold in this transaction. Following this, Peck directly holds 57,855 shares, including unvested units, indicating a routine compensation adjustment rather than a change in investment stance.
Paycom Software Inc. stock underperforms Wednesday when compared to competitors
Paycom Software Inc. (PAYC) stock fell 1.96% on Wednesday, closing at $134.90. This underperformance occurred despite a mixed trading session for the broader market, with the S&P 500 rising and the Dow Jones Industrial Average slightly falling. It marks the second consecutive day of losses for Paycom's stock.
[Form 4] Paycom Software, Inc. Insider Trading Activity
This article details an insider trading activity report (Form 4) for Paycom Software, Inc. involving Terrell Shane Hadlock, the President/Chief Client Officer. The transaction on May 10, 2026, was a tax withholding event for 2,728 shares of common stock valued at $138.44 per share, totaling approximately $378K, in connection with the vesting of various restricted stock awards. No shares were actually issued or sold in this transaction.
Human Resource Management Software Market Analysis By Key Players SAP SE, Automatic Data Processing, Inc,etc
The Human Resource Management Software (HRMS) market is experiencing significant growth, projected to reach US$ 56.63 billion by 2031. This expansion is driven by the increasing adoption of cloud-based solutions, automation of HR processes, the rise of remote work models, and a growing focus on employee experience. Key players like SAP SE and Automatic Data Processing, Inc. are focusing on innovation, cloud expansion, and AI integration to maintain their competitive edge in this evolving market.
Paycom Software Inc. stock outperforms competitors on strong trading day
Shares of Paycom Software Inc. (PAYC) rose 1.15% to $138.44, outperforming the broader stock market, which also saw gains in the S&P 500 and Dow Jones Industrial Average. Despite this positive trading day, the stock remains 48.30% below its 52-week high achieved in June.
Paycom Software (PAYC) Valuation Check After Earnings Beat New US$2b Buyback And Dividend
Paycom Software (PAYC) reported strong first-quarter 2026 results, exceeding analyst expectations, reaffirming full-year guidance, and announcing a new US$2 billion buyback program along with a regular cash dividend. The stock saw a significant short-term price increase following these announcements, although its longer-term performance has been weaker. Despite trading at a discount to analyst targets and an estimated intrinsic value of $260.61, the article suggests investors should independently assess the company's prospects given the mixed sentiment regarding future growth drivers like recurring revenue and Beti execution.
Winners And Losers Of Q1: Asure Software (NASDAQ:ASUR) Vs The Rest Of The HR Software Stocks
This article analyzes the Q1 performance of HR software stocks, focusing on Asure Software (ASUR) compared to its peers like Paylocity (PCTY), Paycom (PAYC), and Paychex (PAYX). It highlights that Asure Software showed strong revenue growth but missed next-quarter guidance, while Paylocity delivered the best Q1 performance with revenue and EBITDA beats. Paycom had mixed results with some weak estimates, and Paychex reported a satisfactory quarter with decent revenue beats.
Paycom Software (PAYC) Net Margin Expansion Tests Bearish Slow‑Growth Narrative In Q1 2026
Paycom Software (PAYC) reported Q1 2026 revenue of US$571.9 million and basic EPS of US$3.05, with net margins improving to 22.4%. While the company showcases strong profitability and growth, analysts project more modest mid-single-digit growth for revenue and earnings, leading to a debate between bullish sentiment on automation/AI and bearish concerns about decelerating growth. Despite a seemingly cheap valuation compared to its industry and DCF fair value, the cautious growth forecasts temper expectations.
How Investors May Respond To ADP (ADP) Strong Q3 Earnings and US$1 Billion 2036 Notes Offering
Automatic Data Processing (ADP) recently completed a US$1 billion offering of senior unsecured notes and reported strong Q3 fiscal 2026 earnings with higher sales, revenue, net income, and EPS. This, coupled with a positive April National Employment Report, reinforces ADP's operating strength and capital access. While the debt issuance slightly increases balance sheet risk, ADP's investment narrative is supported by its scale, recurring revenue, and expanding cloud/AI HR platforms, though future US employment slowdowns could pose a risk.
Did Paychex’s (PAYX) 10% Dividend Hike Amid Firm Job Trends Just Reframe Its Stability Story?
Paychex recently increased its quarterly cash dividend by 10% to US$1.19 per share, coinciding with improving U.S. small-business job growth. This move reinforces the company's commitment to returning cash to shareholders and highlights its perceived stability, despite ongoing macro uncertainties in the small business employment market. While analysts project continued revenue and earnings growth for Paychex, divergent viewpoints exist on its future valuation and the potential impact of economic shifts on its core client base.
Paycom Software Inc. stock (US70432V1026): Q1 2026 profit beats estimates on 8% revenue growth
Paycom Software Inc. (PAYC) reported outstanding Q1 2026 results, surpassing analyst expectations with approximately $572 million in revenue, an 8% year-over-year increase, and adjusted earnings per share of $3.15. The company's cloud-based human capital management platform and subscription-driven business model contributed to strong operating margins near 37% and a net margin above 22%. Paycom continues to attract mid-sized US employers, leveraging its integrated platform to drive recurring revenue and expand its module offerings, making it an attractive growth-oriented investment despite typical software sector risks.
Research Alert: CFRA Keeps Buy Rating On Shares Of Paycom Software, Inc.
CFRA has reiterated its Buy rating on shares of Paycom Software, Inc. The firm maintains a positive outlook on the company's stock.
Analysts Offer Insights on Technology Companies: Datadog (DDOG), Paycom (PAYC) and PTC (PTC)
This article summarizes recent analyst ratings for Datadog (DDOG), Paycom (PAYC), and PTC (PTC). Datadog received a "Buy" rating with a $190 price target from TD Cowen, while Paycom maintained a "Hold" rating from Oppenheimer. PTC also reiterated a "Buy" rating from Oppenheimer with a $200 price target.
Paycom Shareholders Back Board, Auditor and Executive Pay
Paycom Software, Inc. shareholders recently re-elected Class I directors, ratified Grant Thornton LLP as the independent auditor, and approved executive compensation at their 2026 Annual Meeting. These decisions signify strong shareholder confidence in Paycom's current governance, financial oversight, and executive pay practices, reinforcing the company's existing leadership and operational stability. An AI analyst further rates PAYC as "Outperform" due to its financial quality and attractive valuation, despite some technical and earnings-related risks.
Paycom Shareholders Back Board, Auditor and Executive Pay
Paycom Software, Inc. shareholders recently re-elected directors Sharen J. Turney and J.C. Watts Jr., ratified Grant Thornton LLP as their independent auditor, and approved executive compensation at their 2026 Annual Meeting. This solidifies confidence in the company's current leadership, financial oversight, and executive pay practices. According to TipRanks' AI Analyst Spark, Paycom (PAYC) is rated "Outperform" due to strong financials and an attractive valuation, despite some technical weaknesses and risks like decelerating growth.
Paycom Software Inc. stock underperforms Friday when compared to competitors
Paycom Software Inc. (PAYC) stock fell 1.13% on Friday, closing at $136.87, despite an overall positive trading day for the stock market, with the S&P 500 and Dow Jones Industrial Average both rising. The company's stock is currently 48.88% below its 52-week high, which was achieved on June 5th.
