BlackRock (PAYC) holds 5.76M shares, 10.6% stake reported in 13G
BlackRock, Inc. has filed a Schedule 13G, disclosing a beneficial ownership of 5,763,274 shares of Paycom Software, Inc. (PAYC) common stock, which represents a 10.6% stake as of March 31, 2026. The filing indicates BlackRock holds sole voting power over 5,612,689 shares and sole dispositive power over all 5,763,274 shares. The report also notes that iShares Core S&P Small-Cap ETF holds an interest exceeding five percent in Paycom common stock.
Did Embedding Tapcheck’s On-Demand Pay Into Its PEO Platform Just Shift Paychex’s (PAYX) Investment Narrative?
Paychex recently integrated Tapcheck's on-demand pay into its PEO platform, allowing eligible employees real-time access to earned wages. This move strengthens Paychex's financial wellness offerings and helps clients attract and retain staff, but its impact on the investment narrative is secondary to ongoing Paycor integration and AI investments. The company's Q3 2026 results show solid performance, yet analysts are divided on whether technology upgrades will translate into sustained profitability and justify future valuations amidst potential client pricing sensitivities.
How to Budget for Paycom Cost Based on Your Employee Count
This article provides guidance on budgeting for Paycom (payroll software) costs based on employee count. It emphasizes understanding pricing models, base fees, per-employee costs, and planning for seasonal changes and future growth. The article also advises assessing needed features, including setup and support charges, and regularly reviewing the budget to ensure cost-effectiveness and alignment with organizational objectives.
A Look At Automatic Data Processing’s Valuation As Fresh Employment Report Signals Ongoing Payroll Strength
Automatic Data Processing (ADP) shows a mixed valuation picture despite recent employment report strength. While a discounted cash flow (DCF) model suggests ADP is significantly undervalued at $387.77 compared to its current price of $204.01, its price-to-earnings (P/E) ratio is largely in line with peers. The article highlights ADP's reliable cash flows and HR solutions, but also points out potential risks from slowing revenue growth or AI investments impacting profit margins.
Harbor Capital Advisors Inc. Makes New $1.91 Million Investment in Paycom Software, Inc. $PAYC
Harbor Capital Advisors Inc. has made a new investment of $1.91 million in Paycom Software, Inc. (NYSE:PAYC), purchasing 11,991 shares in the fourth quarter. Other institutional investors also adjusted their positions in PAYC. The company's stock has a "Hold" consensus rating from analysts, with a target price of $170.71, despite recent price target cuts and mixed ratings.
Paycom Software, Inc. (PAYC) latest stock news and headlines
This Yahoo Finance page provides the latest news and headlines concerning Paycom Software, Inc. (PAYC), including updates on stock performance, analyst valuations, company buybacks, and various industry recognitions. It also features market data, performance overviews comparing PAYC to the S&P 500, and lists of trending tickers, top gainers, and losers.
Paycom Software, Inc. $PAYC Shares Sold by J. Safra Sarasin Holding AG
J. Safra Sarasin Holding AG significantly reduced its stake in Paycom Software, Inc. (NYSE:PAYC) by 85.8% in the fourth quarter, selling 12,886 shares to hold 2,132 shares valued at $340,000. Other institutional investors have both increased and acquired new positions in Paycom. The company's stock performance shows a 50-day simple moving average of $127.53 and a 200-day simple moving average of $160.40, with a consensus "Hold" rating from analysts and a price target of $170.71.
Paycom Software Inc. stock outperforms competitors on strong trading day
Shares of Paycom Software Inc. (PAYC) rose 2.28% to $123.56 on Thursday, outperforming the mixed market. The S&P 500 Index saw a slight increase, while the Dow Jones Industrial Average experienced a small decline. Despite the rise, Paycom Software Inc. remains significantly below its 52-week high.
Snap Inc Faces Fresh Pressure as Activist Irenic Pushes AI Pivot, Cost Cuts and a Specs Rethink
Activist investor Irenic Capital Management, holding a 2.5% stake in Snap, is pushing for significant changes, including cost reductions, share repurchases, and an AI-driven overhaul of ad performance. Irenic also advocates for divesting or shuttering Snap's costly smart-glasses division, Specs, which it estimates has consumed over $3.5 billion. While Snap acknowledges the pressure and has implemented measures to boost performance, the company's founders retain significant voting power, limiting Irenic's direct influence.
Paycom (PAYC) Boosts Buybacks to Support Share Price
Paycom Software, Inc. (NYSE: PAYC) has increased its share buyback program to support its stock price, with $200 million available for repurchases following $1.45 billion in buybacks since July 2024. This comes as Cantor Fitzgerald lowered its price target to $135 and Guggenheim to $180, citing concerns over financial situation and lower-than-consensus revenue growth projections. Paycom offers cloud-based human capital management solutions.
Paycom Software Inc. stock: Leading HR cloud solutions provider with strong US market position for North American investors
Paycom Software Inc. is highlighted as a prominent HR cloud solutions provider, particularly for North American investors, due to its integrated SaaS platform and strong US market presence. The article details its business model, growth drivers, competitive landscape, and strategic initiatives, emphasizing its resilience in the HR-tech sector. It concludes with an analysis of its relevance for investors, including risks and watchpoints in a dynamic market.
Paycom Software Inc. stock: Leading HR cloud solutions provider with strong US market position for North American investors
Paycom Software Inc. is highlighted as a leading HR technology provider, offering integrated cloud-based HR and payroll solutions primarily for the US market. The article details its business model, competitive strengths, growth drivers stemming from digital transformation trends, and strategic initiatives. It also discusses the relevance for North American investors, considering both opportunities and risks within the HR-tech landscape.
Adobe Inc. $ADBE Shares Sold by Scharf Investments LLC
Scharf Investments LLC reduced its stake in Adobe Inc. by 3.5%, selling over 8,000 shares, though Adobe remains a significant holding for the firm. The article highlights Adobe's recent strong quarterly earnings and FY2026 guidance, alongside key product innovations like Firefly custom AI models and Illustrator AI features. However, it also notes the potential regulatory risk from a UK Competition and Markets Authority probe into Adobe’s subscription cancellation practices.
10 Stocks That Could 10X Over the Next 5 Years
This article discusses ten stocks with the potential to increase tenfold over the next five years, focusing on Paycom Software, Inc. (NYSE:PAYC) specifically. Analyst firms Cantor Fitzgerald and Guggenheim have divergent views on PAYC, with concerns raised about revenue growth projections despite ongoing share buybacks and positive annual revenue retention. Paycom offers a cloud-based human capital management solution for small to mid-sized companies.
TD Cowen Initiates Paycom Software(PAYC.US) With Buy Rating, Announces Target Price $148
TD Cowen has initiated coverage on Paycom Software (PAYC.US) with a Buy rating. The firm has set a price target of $148 for the company's stock. This initiates analyst coverage and provides an outlook for potential investment.
Trimble, Inc. Experiences Revision in Its Stock Evaluation Amid Industry Dynamics
Trimble, Inc., a small-cap software products company, has undergone a valuation adjustment with a P/E ratio of 35 and a price-to-book value of 2.67. The company's stock performance shows a year-to-date return of -19.63% and a 10-year return of 156.71%, lagging the S&P 500. This evaluation highlights Trimble's competitive position within the software products sector compared to peers like Dynatrace, Inc., Bentley Systems, Inc., and Paycom Software, Inc.
Is It Time To Reassess ADP (ADP) After This Year’s Share Price Pullback?
Automatic Data Processing (ADP) has experienced an 18.8% decline in share price year-to-date, prompting a reassessment of its valuation. A Discounted Cash Flow (DCF) analysis suggests ADP is undervalued by 51.2%, with an intrinsic value of approximately $420.97 per share compared to its current price of US$205.42. Additionally, its P/E ratio of 19.5x is in line with the industry average, but its "Fair Ratio" of 27.9x indicates it trades below its implied fundamental value.
Adobe, Paycom, Pegasystems, Salesforce, and Box Shares Are Soaring, What You Need To Know
Shares of Adobe, Paycom, Pegasystems, Salesforce, and Box all rose significantly after President Trump indicated productive talks with Iran, easing Middle Eastern tensions. This positive geopolitical news, coupled with investors buying the dip in high-quality SaaS stocks after a recent "SaaSpocalypse" correction, led to a rebound in these tech companies. Salesforce, despite a recent drop due to concerns about AI agents, saw its stock jump, though it remains down year-to-date.
Paycom Software Inc (PAYC) Shares Up 3.23% on Mar 30
Paycom Software Inc (PAYC) saw its shares rise by 3.23% to $120.84 on March 30, placing it 15.20% above its 52-week low. Wall Street analysts provide an average target price of $158.70, suggesting a potential 31.33% upside, with a consensus "Outperform" rating. GuruFocus estimates a one-year GF Value of $263.42, indicating an upside of 117.99%.
Paycom Software Inc. stock outperforms competitors on strong trading day
Paycom Software Inc. (PAYC) saw its stock price rally by 3.34% to $120.97, outperforming a mixed market session where the Dow Jones Industrial Average rose and the S&P 500 Index fell. Despite this gain, the company's stock remains significantly below its 52-week high.
Do Paycom's New Accolades Mask Or Clarify Its Slowing Billings Story (PAYC)?
Paycom Software, Inc. (PAYC) recently received several industry accolades, including inclusion in Russell Indexes and top G2 rankings, highlighting strong customer satisfaction and workplace quality. However, these honors coincide with concerns over slowing billings growth and moderating sales momentum. The article explores the tension between these positive reviews and the financial performance, questioning how satisfied clients convert into revenue amid increasing AI costs and challenging sales growth forecasts for Paycom.
Paycom (PAYC) up 5.7% since last earnings report: Can it continue?
Paycom (PAYC) has seen a 5.7% increase in its stock price since its last earnings report. The article discusses whether this upward trend can be sustained. Investors are likely evaluating various factors to determine future performance.
Do Paycom's New Accolades Mask Or Clarify Its Slowing Billings Story (PAYC)?
Paycom Software, Inc. (PAYC) recently received several accolades, including being added to Russell Indexes and top rankings in G2 reports, highlighting strong customer satisfaction and workplace quality. However, these honors coincide with concerns about slowing billings growth, weaker demand, and increased AI costs. The article explores the tension between Paycom's industry recognition and its moderating financial outlook, questioning how these factors will impact the company's investment narrative and future revenue projections.
Amiral Gestion Boosts Paycom Software Holdings
Amiral Gestion has increased its stake in Paycom Software (NYSE:PAYC) by 42.5% in the fourth quarter of 2025, now owning 116,488 shares. This significant investment indicates the firm's confidence in Paycom's growth potential despite recent stock volatility. As a major institutional shareholder, Amiral Gestion's increased holdings could influence Paycom's strategic direction and shareholder value.
Amiral Gestion Raises Stock Position in Paycom Software, Inc. $PAYC
Amiral Gestion significantly increased its stake in Paycom Software (NYSE:PAYC) by 42.5% in the fourth quarter, bringing its total holdings to 116,488 shares valued at approximately $18.56 million, making PAYC its sixth-largest holding. Despite this institutional confidence, analysts have recently lowered price targets, resulting in a consensus "Hold" rating with an average price target of $170.71. Paycom recently reported quarterly earnings that slightly exceeded expectations and declared a quarterly dividend of $0.375 per share.
A Look At Automatic Data Processing (ADP) Valuation After Its New Worker Anxiety And AI Impact Report
Automatic Data Processing (ADP) is under scrutiny following a report by its research arm highlighting worker anxiety due to AI adoption. Despite recent share price momentum loss, the company is seen as significantly undervalued by one valuation model, trading at a 33% discount to analyst targets and a 52% gap to intrinsic value. While the P/E ratio suggests it's slightly more expensive than its industry peers, the report encourages investors to further investigate ADP's fundamentals and potential.
RingCentral, Paycom, HubSpot, Domo, and DigitalOcean Shares Are Falling, What You Need To Know
Shares of RingCentral, Paycom, HubSpot, Domo, and DigitalOcean experienced significant drops in the afternoon session. This decline is attributed to concerns sparked by the leak of Anthropic's "Claude Mythos" AI model, raising fears that low-cost AI could render existing software platforms obsolete or reduce their pricing power. Macroeconomic volatility due to rising Brent crude prices amid Middle East conflict further contributed to the market's downturn.
RingCentral, Paycom, HubSpot, Domo, and DigitalOcean Shares Are Falling, What You Need To Know
The article reports that shares of RingCentral, Paycom, HubSpot, Domo, and DigitalOcean fell after a leaked "Claude Mythos" AI model by Anthropic sparked concerns in the software sector about AI's potential to render existing platforms obsolete. This "AI Scare Trade" was exacerbated by macroeconomic volatility due to escalating Middle East conflict and surging crude oil prices, reigniting inflation anxieties. HubSpot's shares, in particular, have been highly volatile, with its stock price significantly below its 52-week high and a substantial loss for investors over the past five years.
Paycom Software Inc. stock underperforms Friday when compared to competitors
Paycom Software Inc. (PAYC) stock fell 4.85% on Friday, closing at $117.06, underperforming the broader market. This drop ended a two-day winning streak for the company. The decline occurred during a generally negative trading session, with the S&P 500 Index and Dow Jones Industrial Average also experiencing significant losses.
Vanguard disaggregates holdings; reports 0% ownership in Paycom (PAYC)
The Vanguard Group has filed an amended Schedule 13G/A for Paycom Software Inc. (PAYC), reporting 0% beneficial ownership following an internal realignment effective January 12, 2026. This change reflects a reallocation of reporting responsibilities, where certain Vanguard subsidiaries and business divisions will now report their ownership separately, rather than indicating a sale of shares. The filing states that Vanguard no longer has beneficial ownership of securities held by these disaggregated entities.
Riverbridge Partners LLC Has $56.93 Million Stock Position in Paycom Software, Inc. $PAYC
Riverbridge Partners LLC reduced its stake in Paycom Software (PAYC) by 19.7% in Q4, selling 87,554 shares and ending with 357,210 shares valued at approximately $56.93 million. Despite Riverbridge's reduction, institutional ownership in Paycom remains high at 87.77%, with several other hedge funds and institutional investors, including Vanguard Group Inc., Allianz Asset Management, and Two Sigma Investments LP, increasing their positions. The article also notes mixed analyst sentiment with a consensus "Hold" rating and a target price of $170.71, and details Paycom's recent quarterly earnings beat and a declared dividend of $0.375 per share.
Sendero Wealth Management LLC Purchases 21,137 Shares of Paycom Software, Inc. $PAYC
Sendero Wealth Management LLC significantly increased its stake in Paycom Software, Inc. (NYSE:PAYC) by 139.4% in the fourth quarter, purchasing 21,137 additional shares, bringing their total to 36,295 shares valued at $5.78 million. Paycom recently reported strong quarterly earnings, beating expectations with $2.45 EPS and $544.3 million in revenue, and declared a quarterly dividend of $0.375. Despite recent price target reductions by some analysts, the stock holds a "Hold" consensus rating with an average target price of $170.71.
Paycom Named 2026 Platinum Employer on Where You Work Matters List
Paycom has been recognized as a 2026 Platinum Employer on the inaugural Where You Work Matters List, making it the only company in its industry to achieve this highest distinction. This acknowledgment is based on Paycom's strong performance in creating high-quality jobs, supporting career advancement, offering competitive wages, and retaining talent. The company's investment in employee growth, development, and benefits was highlighted as a key factor in receiving this prestigious award.
Paycom Awards Highlight Product Strength Workplace Culture And Investor Narrative
Paycom Software (NYSE:PAYC) recently received multiple awards, including being named best software in several categories in G2’s Spring 2026 Grid Reports and recognized as a 2026 Platinum Employer. These accolades highlight the company's product quality, customer satisfaction, and strong internal culture. For investors, these awards offer valuable context regarding brand durability and internal strengths, especially as Paycom navigates a shift in its investor base with its addition to Russell Small Cap indexes.
Paycom Named 2026 Platinum Employer on Where You Work Matters List
Paycom Software, Inc. has been recognized as a 2026 Platinum Employer on the inaugural Where You Work Matters List, making it the only company in its industry to achieve this highest distinction. The recognition is based on Paycom's commitment to creating high-quality jobs, supporting career advancement, offering competitive wages, and retaining talent. This award underscores Paycom's investment in employee growth and its contribution to setting standards for job quality through its HR and payroll software solutions.
Paycom Announces Board Member Resignation and Board Reduction
Paycom Software, Inc. (PAYC) announced that board member Archana Vemulapalli will resign effective March 31, 2026, reducing the board from seven to six directors. The company stated her departure is due to new professional opportunities and not any dispute. PAYC currently holds an Outperform rating from Spark, TipRanks’ AI Analyst, based on strong financials and a constructive earnings outlook.
Paycom Named 2026 Platinum Employer on Where You Work Matters List
Paycom Software, Inc. has been named a 2026 Platinum Employer on the inaugural Where You Work Matters List, the only company in its industry to achieve this highest distinction. This recognition highlights Paycom's commitment to creating high-quality jobs, supporting career advancement, offering competitive wages, and retaining talent through investments in employee development and benefits. The award, powered by the American Opportunity Index, places Paycom among leading companies setting standards for job quality.
Archana Vemulapalli resigns from Paycom Software board effective March 31, 2026
Archana Vemulapalli has resigned from the Paycom Software (PAYC) Board and all associated committees, effective March 31, 2026. Her resignation is due to a decision to pursue other professional opportunities and is not a result of any disagreement with the company. Consequently, the size of the Board will be reduced from seven to six directors.
Paycom Named 2026 Platinum Employer on Where You Work Matters List
Paycom has been recognized as a 2026 Platinum Employer on the inaugural Where You Work Matters List, making it the only company in its industry to receive this top distinction. The recognition is based on Paycom's performance in creating high-quality jobs, supporting career advancement, offering competitive wages, and retaining talent. This award underscores Paycom's commitment to employee growth, development, and a positive workplace culture, as highlighted by executives and external collaborators.
Kanzhun (Nasdaq:BZ) - Stock Analysis
This Simply Wall St analysis of Kanzhun (Nasdaq: BZ) provides an overview of the company's financial health, growth prospects, and valuation. It highlights that Banzhun is trading significantly below its estimated fair value with projected earnings growth, while also noting past performance and a stable share price. The report also includes analyst narratives on potential upsides and risks for the online recruitment service provider.
Paychex, Inc. (NASDAQ:PAYX) Q3 2026 Earnings Call Transcript
Paychex, Inc. reported strong Q3 2026 earnings, exceeding expectations with reported EPS of $1.71 against an expected $1.67. The company saw a 20% increase in total revenue and a 22% rise in adjusted operating income, driven by effective execution, the integration of Paycor, and advancements in AI initiatives. Paychex remains confident in its ability to deliver sustained shareholder value, emphasizing its robust free cash flow generation, commitment to returning capital, and continuous innovation in HCM through AI integration.
Paycom Software Inc. stock gains momentum after top G2 Spring 2026 rankings in HR and payroll softwa
Paycom Software Inc. (NYSE: PAYC) has seen its stock gain momentum after securing top rankings in G2's Spring 2026 Grid Reports across several HR and payroll software categories, including HR Service Delivery and Compensation Management. These accolades, based on verified customer reviews, highlight Paycom's strong performance and customer satisfaction, reinforcing its leadership in cloud-based HCM solutions. The company's single-database architecture and AI innovations are critical drivers of its growth and market position amidst increasing enterprise demand for efficient workforce management tools.
Paycom (PAYC) up 5.7% since last earnings report: Can it continue?
This article discusses Paycom (PAYC) stock performance, noting a 5.7% increase since its last earnings report. It poses the question of whether this upward trend can be sustained, indicating an analysis of the company's recent financial results and future prospects is likely needed to answer this.
Customer reviews lift Paycom to 107 G2 badges across HR software
Paycom Software, Inc. (NYSE: PAYC) has been recognized with top rankings and 107 G2 badges, including over 60 Leader badges, across various HR software categories in G2's Spring 2026 Grid Reports. These accolades are based on verified customer reviews, highlighting the company's strong performance in HR service delivery, payroll, and workforce management. Paycom was specifically praised for its single-database architecture, ease of implementation, and world-class service, demonstrating high client satisfaction.
Paycom Earns Top Rankings in G2 Spring 2026 Reports
Paycom Software, Inc. has been recognized by G2 in its Spring 2026 Grid Reports as a top software provider in several categories including HR Service Delivery, Compensation Management, and E-Learning Content. These rankings are based on verified customer reviews highlighting Paycom's strong performance across core HCM, payroll, and workforce management functions. The company received 107 badges, emphasizing its high client satisfaction and single-database architecture advantages.
Paycom Earns Top Rankings in G2 Spring 2026 Reports
Paycom Software, Inc. (NYSE: PAYC) has received top rankings in G2's Spring 2026 Grid Reports, being named the best HR Service Delivery software and recognized across various HR, payroll, and workforce management categories. These accolades are based on verified customer reviews and highlight Paycom's full-solution automation, client ROI achievement, and world-class service, earning the company 107 badges, including over 60 Leader badges.
Paycom Earns Top Rankings in G2 Spring 2026 Reports
Paycom Software, Inc. (NYSE: PAYC), a leading provider of cloud-based human capital management software, has been recognized with top honors in G2's Spring 2026 Grid® Reports. The company earned the "best software" distinction in several key categories, including HR Service Delivery, Compensation Management, eLearning Content, Background Check, Training Management Systems, Benefit Support, and Earned Wage Access. These accolades reflect strong customer satisfaction with Paycom's full-solution automation across core HR, payroll, and workforce management functions, earning them over 60 Leader badges and other recognitions for ease of use and best relationships.
Paycom Earns Top Rankings in G2 Spring 2026 Reports
Paycom, a leading provider of cloud-based human capital management software, has received top rankings in G2's Spring 2026 Grid Reports, earning 107 badges based on verified customer reviews. The company was recognized as the best software in several categories, including HR Service Delivery and Compensation Management, highlighting strong client satisfaction and performance across core HR functions. Paycom's single-database architecture was praised by users for its seamless data flow and ease of setup.
Docusign adds AI contract review after cutting MSA talks by up to an hour
Docusign has launched an AI-powered contract review assistant, built on its Intelligent Agreement Management (IAM) platform and powered by Iris. This new tool helps legal teams by analyzing contracts, highlighting risks, suggesting edits, and drafting language, significantly reducing review times. Docusign reports that this AI assistant can save up to 15 minutes per NDA and 30-60 minutes on Master Service Agreement (MSA) negotiations, though it is currently available only to CLM and select IAM customers in five languages.
Paycom Software Inc stock faces pressure amid lagging Nasdaq performance and software sector challenges
Paycom Software Inc. (PAYC) stock has recently underperformed the Nasdaq, reflecting broader issues within the Human Capital Management (HCM) software sector such as enterprise demand shifts and margin pressures. Despite its strong retention rates and integrated platform, the company is grappling with moderated enterprise spending on non-AI initiatives and increased competition from larger players. US investors are advised to monitor Paycom as a defensive software holding with strong cash generation, especially amidst a tech rotation towards value.
