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Paycom Software (PAYC)
NYSE:PAYC
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Paycom (PAYC) Price & Analysis

3,094 Followers

PAYC Stock Chart & Stats

$126.93
-$4.00(-1.98%)
At close: 4:00 PM EST
$126.93
-$4.00(-1.98%)

Bulls Say, Bears Say

Bulls Say
Earnings And ProfitabilityRevenue and profitability metrics outperformed analyst expectations, prompting upward revisions to operating profit and adjusted earnings per share estimates.
Product Adoption And Platform EngagementContinued adoption of the new IWant product drove a substantial increase in platform usage, supporting prospects for higher monetization from existing customers.
Shareholder Returns And Capital AllocationImproving cash flow and profitability support ongoing share repurchases that have lowered share count and helped lift adjusted earnings per share.
Bears Say
Guidance And Consensus MismatchRevenue guidance came in below consensus and appears conservatively positioned, which could weigh on sentiment as analysts reassess growth expectations.
Interest Expense And Net Interest Income PressureHigher interest expense together with reduced interest income is expected to partially offset earnings improvements, limiting net income upside.
Sales Execution And Bookings MomentumWeaker bookings and modestly lagging new sales activity under the refreshed sales strategy, combined with a change in the Chief Sales Officer role and a shift toward quality-over-quantity messaging, raise concerns about bookings momentum.

Paycom News

PAYC FAQ

What was Paycom Software’s price range in the past 12 months?
Paycom Software lowest stock price was $104.90 and its highest was $267.76 in the past 12 months.
    What is Paycom Software’s market cap?
    Paycom Software’s market cap is $6.65B.
      When is Paycom Software’s upcoming earnings report date?
      Paycom Software’s upcoming earnings report date is Aug 04, 2026 which is in 63 days.
        How were Paycom Software’s earnings last quarter?
        Paycom Software released its earnings results on May 06, 2026. The company reported $3.15 earnings per share for the quarter, beating the consensus estimate of $2.986 by $0.164.
          Is Paycom Software overvalued?
          According to Wall Street analysts Paycom Software’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Paycom Software pay dividends?
            Paycom Software pays a Quarterly dividend of $0.375 which represents an annual dividend yield of 0.94%. See more information on Paycom Software dividends here
              What is Paycom Software’s EPS estimate?
              Paycom Software’s EPS estimate is 2.38.
                How many shares outstanding does Paycom Software have?
                Paycom Software has 47,631,450 shares outstanding.
                  What happened to Paycom Software’s price movement after its last earnings report?
                  Paycom Software reported an EPS of $3.15 in its last earnings report, beating expectations of $2.986. Following the earnings report the stock price went up 9.552%.
                    Which hedge fund is a major shareholder of Paycom Software?
                    Currently, no hedge funds are holding shares in PAYC
                    What is the TipRanks Smart Score and how is it calculated?
                    Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                      Company Description

                      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. The company's HCM solution provides a suite of applications in the areas of talent acquisition, including applicant tracking, candidate tracker, background checks, on-boarding, e-verify, and tax credit services; and time and labor management, such as time and attendance, scheduling/schedule exchange, time-off requests, labor allocation, labor management reports/push reporting, and geofencing/geotracking, and Microfence, a proprietary Bluetooth. Its HCM solution also offers payroll applications comprising better employee transaction interface, payroll and tax management, Paycom pay, expense management, mileage tracker/fixed and variable rates, garnishment management, and GL concierge applications; and talent management applications that include employee self-service, compensation budgeting, performance management, position management, and Paycom learning and content subscriptions, as well as my analytics, which offer employment predictor reporting. In addition, its HCM solution provides manager on-the-go that gives supervisors and managers the ability to perform a variety of tasks, such as approving time-off requests and expense reimbursements; direct data exchange; ask here, a tool for direct line of communication to ask work-related questions; document and checklist; government and compliance; benefits administration/benefits to carrier; COBRA administration; personnel action and performance discussion forms; surveys; and affordable care act applications, as well as Clue, which securely collect, track, and manage the vaccination and testing data of the workforce. Paycom Software, Inc. was founded in 1998 and is headquartered in Oklahoma City, Oklahoma.

                      Paycom (PAYC) Earnings & Revenues

                      PAYC Earnings Call

                      Q1 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Positive
                      The call conveyed solid operational and financial performance in Q1 with double-digit automation and AI usage gains, margin expansion, and aggressive capital returns via a large buyback and dividend. Management reaffirmed full-year guidance, signaling conservatism for the remainder of the year despite the quarter beat. Key risks highlighted include increased leverage from buybacks funded in part by the credit facility, near-term sales-force ramp timing, and uncertainty on direct AI monetization and CapEx timing. Overall, the positives (revenue and recurring growth, strong margins, product momentum, and shareholder returns) outweigh the negatives, though investors should monitor leverage and execution on sales/bookings cadence for the rest of 2026.View all PAYC earnings summaries

                      PAYC Revenue Breakdown

                      93.23%93.23%1.27%5.51%
                      93.23% Recurring
                      1.27% Implementation and other
                      5.51% Interest on funds held for clients
                      tipranks

                      PAYC Stock 12 Month Forecast

                      Average Price Target

                      $146.91
                      ▲(15.74% Upside)
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                      Ownership Overview

                      13.74%25.23%29.01%6.06%
                      13.74% Insiders
                      29.01% Other Institutional Investors
                      6.06% Public Companies and Individual Investors
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