Paylocity’s Platform Breadth Positions It Well for Market Share Growth in Coming Quarters
Paylocity is well-positioned for market share growth in the coming quarters due to its broad and intuitive platform, offering comprehensive payroll and workforce management solutions at competitive prices. The company's healthy growth is attributed to its strong offering in the small and midsize business (SMB) and midmarket segments, despite growing competition and AI uncertainties that cloud the long-term outlook for payroll providers.
Paylocity (PCTY) VP CAO sells 521 shares in 10b5-1 plan trade
Paylocity Holding Corp VP CAO & Treasurer Nicholas Rost sold 521 shares of common stock in an open-market transaction at an average price of $115.05 per share. This sale occurred under an approved Rule 10b5-1 trading plan adopted on November 25, 2025. Following the transaction, Rost directly holds 6,676 Paylocity shares.
Paylocity (PCTY) SVP executes 899-share open-market stock sale
Paylocity Holding Corp's Senior Vice President of Operations, Andrew Cappotelli, recently sold 899 shares of the company's common stock at $115.05 per share in an open-market transaction. This sale was executed under a Rule 10b5-1 trading plan adopted on August 27, 2025, and after the transaction, Cappotelli directly holds 17,679 shares. The filing indicates a moderate impact and negative sentiment for this insider trade.
Paylocity Holding stock (US70436Y1038): Insider tax-withholding moves after recent gains
Recent SEC filings show that senior executives at Paylocity Holding engaged in routine tax-withholding share dispositions after the stock traded above $100. These transactions are linked to equity award vesting and associated tax liabilities, not open-market sales, indicating continued strong insider ownership. The article also provides an overview of Paylocity's core business model, focusing on cloud-based payroll and human capital management solutions for mid-sized U.S. organizations.
Paylocity’s SWOT analysis: stock navigates steady demand amid sector headwinds
Paylocity Holding Corp (NASDAQ:PCTY), a cloud-based human capital management software provider, demonstrates resilience with stable recurring revenue growth despite a 44% stock decline and softening industry sentiment. Analysts note the absence of near-term catalysts, but InvestingPro analysis suggests the stock is significantly undervalued with substantial upside potential. The company's impressive gross profit margin of 69% underscores its operational efficiency, and management expresses confidence in leveraging AI for competitive advantage amidst industry shifts.
Paylocity (PCTY) CFO has 2,436 shares withheld for taxes
Paylocity Holding Corp's CFO, Glenn Ryan, reported a tax-withholding disposition of 2,436 shares of common stock on May 15, 2026, at $103.93 per share. This transaction was to cover tax obligations on equity compensation, not an open-market sale. Following this, Ryan directly holds 68,428 shares of Paylocity common stock.
Paylocity (PCTY) SVP Melissa King reports 366-share tax withholding on Form 4
Paylocity (PCTY) Senior Vice President of Product and Technology, Melissa Ann King, reported a tax-withholding disposition of 366 shares of common stock on May 15, 2026. The shares, valued at $103.93 each, were withheld to cover tax obligations, not sold on the open market. Following this transaction, King directly holds 28,837 shares of Paylocity common stock.
Paylocity (PCTY) SVP Scutt uses 1,560 shares for tax withholding, keeps 43,354
Paylocity Holding Corp's Senior Vice President of Sales, Joshua Scutt, reported a routine tax-withholding disposition of 1,560 shares of common stock at $103.93 per share. This transaction (coded "F") covers tax obligations on equity compensation and is not an open-market sale, indicating a neutral sentiment regarding his investment stance. Following this, Scutt directly holds 43,354 shares and indirectly holds an additional 118 shares through his father-in-law.
Tax withholding trims Paylocity (NASDAQ: PCTY) chair stake to 1,268,953
Paylocity Executive Chairman Steven R. Beauchamp reported a tax-withholding disposition of 1,849 shares of company common stock at a price of $103.93 per share. This transaction leaves him with 1,268,953 shares held directly. The report also details various indirect holdings through trusts and investment vehicles, with no open-market purchases or sales noted.
Do Paylocity’s Earnings Beat and Cautious Outlook Reveal a New Phase for PCTY?
Paylocity Holding Corp. reported strong third-quarter results with increased revenue, net income, and EPS, while also issuing cautious single-digit revenue growth guidance for fiscal 2026. The company completed a $649.64 million share repurchase program and expanded its benefits integration ecosystem. This combination of profitability, capital returns, and a moderated growth outlook signals a new phase for Paylocity, balancing product development with shareholder value.
Paylocity Holding Corp (PCTY) Stock Up 5.5% and Still Undervalued -- GF Score: 72/100
Paylocity Holding Corp (PCTY) stock recently rose 5.5% but remains significantly undervalued based on GuruFocus's GF Value™ estimate of $222.43 compared to its current price of $112.97. Despite a strong Growth Rank of 10/10 and an above-average GF Score™ of 72/100, the company faces concerns due to a low Valuation Rank and $1.0 million in insider selling over the past three months. Investors are advised to exercise caution and conduct due diligence, as the stock is flagged as a potential value trap.
We Like Paylocity Holding's (NASDAQ:PCTY) Earnings For More Than Just Statutory Profit
This article suggests that Paylocity Holding's (NASDAQ:PCTY) statutory profit may understate its true earnings potential due to strong free cash flow and a negative accrual ratio. Despite a seemingly flat share price response to recent earnings, the company's financial health is positively viewed, particularly its cash conversion and impressive earnings per share growth over the last three years. The analysis emphasizes looking beyond statutory profit for a complete financial picture.
Paylocity Holding stock (US70436Y1038): AI push and buyback expansion attract fresh attention
Paylocity Holding is increasing its focus on AI integration across its cloud platform and expanding its share repurchase program, attracting renewed investor interest. The company, which provides cloud-based HR and payroll software for small and mid-sized US businesses, aims to return excess capital while continuing to invest in product innovation and AI-driven automation. Investors are closely watching how these strategies impact growth, margins, and the Nasdaq-listed stock's performance in a competitive market.
Paylocity (PCTY) SVP Scutt surrenders 673 shares for tax withholding, holds 44,914
Paylocity Holding Corp's SVP of Sales, Joshua Scutt, reported a routine tax-related disposition of 673 shares on May 11, 2026. These shares, valued at $110.98 each, were surrendered to cover tax obligations and are classified as a tax-withholding disposition, not an open-market sale. After this transaction, Scutt directly holds 44,914 Paylocity shares, with an additional 118 shares held indirectly by his father-in-law, where Scutt's spouse has investment power.
Paylocity Holding stock (US70436Y1038): Recent price action and analyst targets
Paylocity Holding's stock (US70436Y1038) recently traded at $146.32 on Nasdaq, showing a 1.0% increase from its daily low on November 18, 2025. Analysts have set a consensus target of $220.71, indicating significant potential upside for the HCM software provider. The company, which specializes in cloud-based HCM software for US small and mid-sized businesses, operates on a subscription-based revenue model and serves over 100,000 customers.
Earnings call transcript: Paylocity beats Q3 2026 estimates, stock surges By Investing.com
Paylocity Holding Corp. reported strong fiscal third-quarter 2026 results, exceeding analyst expectations with an EPS of $2.89 and revenue of $502.28 million. The company's stock reacted positively, rising 8.24% in after-hours trading, and it announced a $1 billion share repurchase plan. Paylocity's optimistic outlook is supported by strategic initiatives like the Grayscale acquisition and AI-driven product enhancements, leading to raised FY2026 guidance for the third consecutive quarter.
Earnings call transcript: Paylocity beats Q3 2026 estimates, stock surges By Investing.com
Paylocity Holding Corp. (PCTY) reported strong fiscal third-quarter 2026 results, beating analyst expectations for both EPS ($2.89 vs. $2.58) and revenue ($502.28 million vs. $489.91 million). The company's stock rose 8.24% in after-hours trading, driven by robust recurring revenue growth and a newly announced $1 billion share repurchase plan. Paylocity also raised its FY2026 guidance for the third consecutive quarter, emphasizing growth initiatives like the Grayscale acquisition and AI-driven product enhancements.
Earnings call transcript: Paylocity beats Q3 2026 estimates, stock surges By Investing.com
Paylocity (PCTY) reported strong Q3 FY2026 earnings, surpassing analyst expectations with an EPS of $2.89 and revenue of $502.28 million, leading to an 8.24% stock surge in after-hours trading. The company highlighted 11.6% recurring revenue growth and announced a $1 billion share repurchase plan, alongside strategic investments in AI, including the acquisition of Grayscale, and new Elevate Solutions services. Paylocity also raised its FY2026 guidance for the third consecutive quarter, emphasizing continued growth and profitability through operational efficiencies and product innovation.
Paylocity Holding Corporation Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
Paylocity Holding Corporation (NASDAQ:PCTY) recently surpassed its third-quarter earnings expectations, with revenues reaching US$502m and statutory earnings per share exceeding estimates by 13%. Despite a positive revision in earnings expectations for 2027, the consensus price target for PCTY fell by 6.4% to US$154, indicating some lingering analyst concerns. While revenue growth is projected to slow to 7.4% annually through 2027, it remains in line with the industry average.
Paylocity Holding stock (US70436Y1038): Q3 earnings beat and buyback boost lift sentiment
Paylocity Holding (PCTY) exceeded Q3 2026 earnings and revenue estimates, bolstered its share buyback program, and elevated its full-year guidance, resulting in a stock price increase. The company's revenue grew by 11% year-over-year to $502.3 million driven by the adoption of its cloud-based payroll and human capital management platform. Analysts are optimistic about Paylocity's ability to maintain high single to low double-digit revenue growth while expanding margins and returning capital to shareholders.
Paylocity Holding Corp 3Q 2026: Revenue $502.29M, EPS $2.05— 10-Q Summary
Paylocity Holding Corp reported strong third-quarter 2026 results, with revenue reaching $502.29 million and diluted EPS of $2.05. These figures mark significant year-over-year gains, attributed to higher recurring subscriptions and effective sales execution. The company highlighted continued investment in its direct sales force, R&D, and operational scaling to support growth and client retention.
Paylocity (NASDAQ: PCTY) grows Q3 revenue 11% and boosts buybacks
Paylocity (NASDAQ: PCTY) reported an 11% year-over-year revenue increase to $502.3 million for Q3 fiscal year 2026, with net income rising to $111.3
Paylocity: Fiscal Q3 Earnings Snapshot
Paylocity Holding Corp. (PCTY) reported stronger-than-expected fiscal third-quarter earnings, with diluted earnings per share of $2.05 and adjusted earnings of $2.89 per share, surpassing analyst estimates. The cloud-based payroll and HR software provider also exceeded revenue forecasts, posting $502.3 million for the quarter. The company provided optimistic revenue guidance for the current quarter and the full fiscal year.
Earnings call transcript: Paylocity beats Q3 2026 earnings expectations
Paylocity Holding Corp. reported robust financial results for its fiscal third quarter of 2026, surpassing both earnings and revenue forecasts with an EPS of $2.89 and revenue of $502.29 million. The company's stock surged over 6% following the announcement, driven by strategic acquisitions, AI integration, and consistent outperformance, leading to raised full-year guidance. Executives highlighted commitment to innovation and efficiency, while analysts questioned expansion into managed services and the integration of new AI-powered acquisitions.
Paylocity Holding Corp reports results for the quarter ended March 31 - Earnings Summary
Paylocity Holding Corp (PCTY) has released its earnings summary for the quarter that concluded on March 31. The report, provided by Reuters/Refinitiv, details the financial performance of the company for the specified period. Further information can be accessed by logging in or creating an account.
PAYLOCITY HOLDING ($PCTY) Releases Q3 2026 Earnings
PAYLOCITY HOLDING ($PCTY) reported its Q3 2026 earnings, beating analyst estimates for both earnings per share and revenue. The company reported $2.89 EPS and $502.29 million in revenue. Following the earnings release, the stock experienced a slight decrease of 1.03% since market close.
Paylocity Corporation: Paylocity Announces Third Quarter Fiscal Year 2026 Financial Results
Paylocity Corporation announced its financial results for the third quarter of fiscal year 2026, reporting a 10.5% increase in total revenue to $502.3 million and an 11.6% rise in recurring and other revenue to $469.9 million. The company acquired Grayscale Labs, Inc. to enhance its AI-powered recruiting capabilities and repurchased $50 million in shares during the quarter, with the Board approving an additional $1.0 billion increase to its share repurchase authorization. Paylocity also provided guidance for the fourth quarter and full fiscal year 2026, projecting continued revenue growth and strong Adjusted EBITDA.
Paylocity (NASDAQ: PCTY) boosts buyback by $1B on Q3 growth
Paylocity (NASDAQ: PCTY) reported strong third-quarter fiscal 2026 results, with total revenue increasing 10.5% to $502.3 million and GAAP net income rising to $111.3 million. The company announced a significant expansion of its share repurchase program by $1.0 billion, bringing the total available authorization to $1.35 billion. Paylocity also acquired Grayscale Labs, Inc. to enhance its AI-powered recruiting capabilities and provided positive guidance for full-year 2026.
Paylocity: Fiscal Q3 Earnings Snapshot
Paylocity Holding Corp. reported strong fiscal third-quarter earnings of $111.3 million, or $2.05 per share, surpassing Wall Street expectations with adjusted earnings of $2.89 per share. The cloud-based payroll and human-resources software provider also exceeded revenue forecasts, posting $502.3 million. Looking ahead, Paylocity projects current quarter revenue between $402.2 million and $407.2 million, and full-year revenue of $1.76 billion.
Is Paylocity (PCTY) Using Motivosity Partnership To Quietly Deepen Its Platform-Moat Strategy?
Paylocity's recent partnership with Motivosity, integrating employee recognition and rewards into its HR platform, aims to deepen its "platform-moat" strategy. This move, alongside the Paylocity Elevate Solutions launch, is intended to increase customer stickiness and centralize HR workflows, supporting its recurring revenue model. While reinforcing the investment narrative, the article notes that investors should still monitor potential pressure on valuation due to slowing guidance and intensifying competition.
Conestoga Capital Advisors Sold Paylocity Holding Corp. (PCTY) in Q1
Conestoga Capital Advisors sold its position in Paylocity Holding Corporation (PCTY) in Q1 2026, citing moderated growth and intensified competition in the Human Capital Management (HCM) space. The firm stated that while Paylocity continues to generate solid results, the risk-reward profile became less attractive due to a more mature growth outlook. Conestoga's Smid Cap Composite underperformed in Q1, partly due to headwinds in sectors like Technology.
UBS Group AG Raises Stock Position in Paylocity Holding Corporation $PCTY
UBS Group AG significantly increased its stake in Paylocity Holding Corporation (NASDAQ:PCTY) by 38.3% during the fourth quarter, now owning 415,879 shares valued at approximately $63.4 million. This move comes as Paylocity reported strong quarterly results, beating EPS and revenue expectations. Analysts generally maintain a "Moderate Buy" consensus rating for PCTY, despite some recent price target adjustments.
Oppenheimer Asset Management Inc. Decreases Position in Paylocity Holding Corporation $PCTY
Oppenheimer Asset Management Inc. significantly reduced its stake in Paylocity Holding Corporation by 33.7% in the fourth quarter, selling 14,548 shares and retaining 28,581 shares valued at approximately $4.36 million. Despite this, Paylocity reported strong quarterly earnings, beating analyst expectations with $1.85 EPS and revenue of $416.13 million. Analyst sentiment for PCTY is mixed, with a consensus "Moderate Buy" rating and a target price of $172.72, though several firms have recently lowered their price targets and ratings.
Conestoga Capital Advisors LLC Raises Stake in Paylocity Holding Corporation $PCTY
Conestoga Capital Advisors LLC increased its stake in Paylocity Holding Corporation by 12.2% during the fourth quarter, now owning 141,220 shares worth approximately $21.54 million. This move is part of a broader trend of institutional investors raising their positions, with hedge funds and institutions collectively owning 94.76% of the company. Paylocity recently exceeded Q4 estimates with $1.85 EPS and $416.1 million in revenue, while analysts maintain a "Moderate Buy" rating with a $177.21 consensus price target.
Comerica Bank Increases Stock Position in Paylocity Holding Corporation $PCTY
Comerica Bank has increased its stake in Paylocity Holding Corporation (NASDAQ:PCTY) by 36.3% in the fourth quarter, now owning 46,064 shares valued at approximately $7.03 million. Other institutional investors have also adjusted their positions in the software maker. Paylocity has reported strong quarterly earnings, beating analyst expectations with an EPS of $1.85 and revenue of $416.13 million, showing a 10.4% year-over-year increase.
Pictet Asset Management Holding SA Purchases 48,380 Shares of Paylocity Holding Corporation $PCTY
Pictet Asset Management Holding SA increased its stake in Paylocity Holding Corporation by 32.3% in the fourth quarter, acquiring an additional 48,380 shares to hold a total of 198,150 shares valued at approximately $30.22 million. This move is part of a broader institutional interest, with 94.76% of the company's stock held by institutional investors. Despite several analysts lowering price targets, Paylocity reported strong Q4 earnings, beating estimates with $1.85 EPS and revenue of $416.13 million, leading to an average "Moderate Buy" rating.
Do Elevate Solutions And Motivosity Integration Reveal A Deeper Shift In Paylocity’s (PCTY) Strategy?
Paylocity recently launched Elevate Solutions for outsourced HR support and integrated Motivosity for automated employee recognition, deepening its involvement in clients' HR operations. These strategic moves are seen as attempts to embed Paylocity further into core HR execution and engagement, supporting the thesis that its unified platform can deepen into clients' daily workflows despite moderating revenue guidance and intense competition. While these initiatives could increase average revenue per client and retention, investors should be aware of potential risks like increased operating complexity, execution risk, and amplified churn risk due to heavier SMB exposure.
Do Elevate Solutions And Motivosity Integration Reveal A Deeper Shift In Paylocity’s (PCTY) Strategy?
Paylocity's recent launch of Elevate Solutions for outsourced HR and payroll, and the integration of Motivosity for employee recognition, indicate a strategic deepening of its role in client operations. These moves aim to embed Paylocity further into daily HR execution and engagement, potentially boosting average revenue per client and retention. While supporting its long-term investment narrative, these developments also bring increased operating complexity and execution risk, especially given moderating revenue guidance and intense competition.
Paylocity Holding Corporation (NASDAQ:PCTY) Receives Consensus Recommendation of "Moderate Buy" from Brokerages
Paylocity Holding Corporation (NASDAQ:PCTY) has received a "Moderate Buy" consensus recommendation from twenty analysts, with an average target price of $177.21, despite some recent price target reductions from specific brokerages. The company recently surpassed quarterly earnings and revenue expectations, reporting $1.85 EPS against $1.57 and $416.13 million in revenue, up 10.4% year-over-year. Institutional investors hold a significant 94.76% of the company's stock.
PCTY Maintained by Keybanc -- Price Target Lowered to $172
Keybanc has maintained an Overweight rating for Paylocity Holding (PCTY) but lowered its price target to $172.00 from $190.00, reflecting a cautious market sentiment despite the company's strong growth and profitability. GuruFocus assesses PCTY as 54.8% undervalued with a GF Value™ of $224.33 against a current price of $101.38, and notes significant insider selling of $1.8 million in shares over the last three months. Investors are advised to consider both the undervaluation and the analyst caution, along with insider activity, before making investment decisions.
Paylocity Holding Corporation $PCTY Shares Acquired by Universal Beteiligungs und Servicegesellschaft mbH
Universal Beteiligungs und Servicegesellschaft mbH significantly increased its stake in Paylocity Holding Corporation, acquiring an additional 17,950 shares, bringing its total to 47,486 shares valued at $7.249 million. This move is part of broader institutional investor activity, with entities like JPMorgan and Assenagon also boosting their positions, collectively owning 94.76% of the company's stock. Paylocity recently surpassed Q4 earnings and revenue estimates, reporting EPS of $1.85 and revenue of $416.1 million, reflecting continued growth, and analysts maintain a largely positive outlook with a consensus "Moderate Buy" rating.
Paylocity Holding Corporation $PCTY Shares Purchased by Teacher Retirement System of Texas
Teacher Retirement System of Texas increased its stake in Paylocity (PCTY) by 33% in Q4, acquiring an additional 13,588 shares, bringing its total to 54,777 shares valued at approximately $8.35 million. Paylocity exceeded Q4 earnings estimates with an EPS of $1.85, and revenue grew by 10.4% year-over-year. Despite recent price target reductions by several brokerages, analysts maintain a "Moderate Buy" rating with an average target price of $178.16, while the stock currently trades around $102.
Boston Trust Walden Corp Makes New $24.09 Million Investment in Paylocity Holding Corporation $PCTY
Boston Trust Walden Corp has made a new investment of $24.09 million in Paylocity Holding Corporation, acquiring 157,953 shares, which accounts for approximately 0.29% of the company. Paylocity recently exceeded Q4 earnings and revenue expectations, and analysts maintain a "Moderate Buy" consensus with an average target price of $178.16. The stock's performance and analyst ratings suggest a positive outlook for the software maker.
PCTY Maintained by Barclays -- Price Target Lowered to $120
Barclays analyst Raimo Lenschow maintained an Equal-Weight rating on Paylocity Holding (PCTY) but lowered the price target from $146.00 to $120.00, reflecting a cautious outlook. Despite being undervalued by 52.6% according to GuruFocus's GF Value™ and showing strong growth potential and profitability, the company faces potential challenges, as indicated by insider share sales and a "Possible Value Trap" label. Investors are advised to exercise caution due to these factors.
HR teams stretched thin? Paylocity adds experts without new hires
Paylocity (NASDAQ: PCTY) has launched "Elevate Solutions," a new offering that combines its HCM and payroll platform with dedicated operational teams. This service aims to reduce administrative burden for HR and payroll teams, extend internal capacity without needing new hires, and provide scalable support for Paylocity's approximately 42,000 clients. Elevate Solutions provides expert-led execution across implementation, ongoing payroll, and HR operations, allowing clients to focus on strategic priorities.
Paylocity Launches Elevate Solutions to Help HR and Payroll Teams Scale More Efficiently
Paylocity has introduced Elevate Solutions, a new offering that combines its unified platform with dedicated operational support to manage critical HR and payroll tasks for clients. This initiative aims to reduce administrative burdens, extend internal team capacity, and free organizations to focus on strategic priorities as they grow. The solutions include expert-led execution across implementation, ongoing payroll, and HR operations, designed to help businesses scale efficiently without adding headcount.
Chicago Capital LLC Has $14.88 Million Stake in Paylocity Holding Corporation $PCTY
Chicago Capital LLC significantly increased its stake in Paylocity Holding Corporation (NASDAQ:PCTY) by 1,165% in Q4, acquiring 97,579 shares worth approximately $14.88 million. Paylocity recently surpassed earnings expectations, reporting an EPS of $1.85 and revenue of $416.13 million, a 10.4% year-over-year increase. Despite mixed analyst ratings and some price target trims, the stock maintains a "Moderate Buy" consensus with an average price target of $179.53.
Paylocity Holding Corp. Experiences Revision in Stock Evaluation Amid Market Challenges
Paylocity Holding Corp., a small-cap software company, has seen a challenging year with a significant stock decline of -45.22%, heavily underperforming the S&P 500's 33.47% gain. Technical indicators mostly suggest a bearish sentiment, reflecting ongoing difficulties and competitive market pressures. The company's long-term returns also show substantial underperformance over three and five years.
Paylocity Holding Corp. Experiences Revision in Stock Evaluation Amid Market Challenges
Paylocity Holding Corp., a small-cap software company, has seen its stock fluctuate significantly with a 52-week range between $93.28 and $201.97. Despite mixed technical indicators, the company has faced substantial challenges, declining 48.25% over the past year compared to the S&P 500's 29.40% gain. This performance highlights the need for strategic adjustments in a competitive market.
Paylocity announces Q3 FY26 earnings conference call
Paylocity Holding Corporation (Nasdaq: PCTY) has scheduled a conference call to discuss its third-quarter fiscal 2026 results. The call will take place on Thursday, May 7th, at 4:00 pm Central Time (5:00 pm Eastern Time). A live webcast and replay will be available on the company's investor relations website, and a press release with results will be issued beforehand.
