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Paychex price target raised to $135 from $132 at BofA

BofA raised the firm’s price target on Paychex (PAYX) to $135 from $132 and keeps an Underperform rating on the shares ahead of the company’s fiscal Q4 earnings report due on June 25. The firm expects an in-line print and notes that its Q4 estimates, which now include the recently closed Paycor HCM (PYCR) acquisition, are generally in-line with the Street. The firm, which also notes that it believes FY26 consensus includes a mix of estimates with and without Paycor, contends that the stock’s current multiple “looks full” against an uncertain unemployment and macro backdrop.

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