Q2 EPS Estimates for Paycom Software Lowered by Analyst

Paycom Software, Inc. (NYSE:PAYC - Free Report) - Analysts at Zacks Research decreased their Q2 2025 earnings estimates for shares of Paycom Software in a research note issued on Monday, January 13th. Zacks Research analyst R. Department now forecasts that the software maker will post earnings of $1.43 per share for the quarter, down from their previous forecast of $1.44. The consensus estimate for Paycom Software's current full-year earnings is $6.88 per share. Zacks Research also issued estimates for Paycom Software's Q1 2026 earnings at $2.45 EPS, Q2 2026 earnings at $1.70 EPS, Q3 2026 earnings at $1.81 EPS, Q4 2026 earnings at $1.99 EPS and FY2026 earnings at $7.95 EPS.

PAYC has been the topic of a number of other research reports. Barclays boosted their price target on Paycom Software from $172.00 to $181.00 and gave the stock an "equal weight" rating in a research note on Thursday, October 31st. Piper Sandler upped their price target on shares of Paycom Software from $160.00 to $191.00 and gave the company a "neutral" rating in a research note on Thursday, October 31st. StockNews.com downgraded shares of Paycom Software from a "buy" rating to a "hold" rating in a research note on Wednesday. Jefferies Financial Group upped their target price on Paycom Software from $170.00 to $175.00 and gave the company a "hold" rating in a research report on Thursday, October 31st. Finally, Citigroup lowered their price target on Paycom Software from $234.00 to $221.00 and set a "neutral" rating for the company in a research report on Thursday. Twelve investment analysts have rated the stock with a hold rating, Based on data from MarketBeat, Paycom Software currently has a consensus rating of "Hold" and a consensus target price of $199.75.

Paycom Software Price Performance

NYSE PAYC traded up $1.85 on Thursday, hitting $207.20. The stock had a trading volume of 141,310 shares, compared to its average volume of 428,410. The business's fifty day moving average price is $219.78 and its 200 day moving average price is $183.62. The stock has a market cap of $11.95 billion, a price-to-earnings ratio of 24.93, a price-to-earnings-growth ratio of 2.78 and a beta of 1.14. Paycom Software has a 52-week low of $139.50 and a 52-week high of $242.74.

Hedge Funds Weigh In On Paycom Software

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the business. Sylebra Capital LLC boosted its holdings in shares of Paycom Software by 0.3% in the 3rd quarter. Sylebra Capital LLC now owns 1,962,468 shares of the software maker's stock valued at $326,888,000 after buying an additional 5,000 shares in the last quarter. Geode Capital Management LLC grew its holdings in shares of Paycom Software by 3.3% during the third quarter. Geode Capital Management LLC now owns 1,426,920 shares of the software maker's stock worth $237,015,000 after purchasing an additional 45,404 shares during the last quarter. FMR LLC grew its holdings in shares of Paycom Software by 55.0% during the third quarter. FMR LLC now owns 1,007,919 shares of the software maker's stock worth $167,889,000 after purchasing an additional 357,723 shares during the last quarter. BNP PARIBAS ASSET MANAGEMENT Holding S.A. increased its position in shares of Paycom Software by 1.0% during the third quarter. BNP PARIBAS ASSET MANAGEMENT Holding S.A. now owns 627,510 shares of the software maker's stock worth $104,524,000 after purchasing an additional 6,488 shares in the last quarter. Finally, Charles Schwab Investment Management Inc. boosted its position in shares of Paycom Software by 45.4% in the 3rd quarter. Charles Schwab Investment Management Inc. now owns 486,462 shares of the software maker's stock valued at $81,030,000 after purchasing an additional 151,807 shares during the period. 87.77% of the stock is owned by institutional investors and hedge funds.

Insider Activity at Paycom Software

In related news, CEO Chad R. Richison sold 1,950 shares of the firm's stock in a transaction that occurred on Wednesday, October 23rd. The shares were sold at an average price of $164.29, for a total value of $320,365.50. Following the sale, the chief executive officer now owns 2,760,660 shares of the company's stock, valued at $453,548,831.40. This trade represents a 0.07 % decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Insiders sold 23,400 shares of company stock worth $4,534,725 in the last three months. 14.50% of the stock is owned by company insiders.

Paycom Software Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Monday, December 9th. Shareholders of record on Monday, November 25th were paid a dividend of $0.375 per share. This represents a $1.50 dividend on an annualized basis and a yield of 0.72%. The ex-dividend date of this dividend was Monday, November 25th. Paycom Software's dividend payout ratio (DPR) is 18.05%.

About Paycom Software

Paycom Software, Inc provides cloud-based human capital management (HCM) solution delivered as software-as-a-service for small to mid-sized companies in the United States. It offers functionality and data analytics that businesses need to manage the employment life cycle from recruitment to retirement.