Paycom Software (PAYC) Expected to Announce Quarterly Earnings on Wednesday

Key Points

• Q4 2025 earnings are scheduled after the market close on Wednesday, February 11, 2026, with analysts expecting $2.44 EPS and $542.79 million in revenue and a conference call at 5:00 PM ET.
• In the prior quarter Paycom reported $1.94 EPS (missing the $1.96 estimate) and $493.3 million in revenue, and analysts now forecast about $7 EPS for the current fiscal year and $8 EPS for the next.
• PAYC trades near $124 with a one‑year range of $124.08–$267.76, a market cap of roughly $7 billion and a PE of 15.46, and carries a consensus "Hold" rating with an average price target of $202.86.

Paycom Software (NYSE:PAYC - Get Free Report) is anticipated to announce its Q4 2025 results after the market closes on Wednesday, February 11th. Analysts expect the company to announce earnings of $2.44 per share and revenue of $542.7890 million for the quarter. Individuals can find conference call details on the company's upcoming Q4 2025 earning report page for the latest details on the call scheduled for Wednesday, February 11, 2026 at 5:00 PM ET.

Paycom Software (NYSE:PAYC - Get Free Report) last posted its earnings results on Wednesday, November 5th. The software maker reported $1.94 EPS for the quarter, missing the consensus estimate of $1.96 by ($0.02). Paycom Software had a net margin of 22.65% and a return on equity of 24.79%. The business had revenue of $493.30 million during the quarter, compared to analyst estimates of $492.62 million. During the same quarter in the prior year, the business earned $1.67 earnings per share. The firm's revenue was up 9.2% compared to the same quarter last year. On average, analysts expect Paycom Software to post $7 EPS for the current fiscal year and $8 EPS for the next fiscal year.

Paycom Software Stock Performance

Shares of PAYC stock opened at $124.28 on Wednesday. Paycom Software has a 1 year low of $124.08 and a 1 year high of $267.76. The firm has a market capitalization of $6.99 billion, a PE ratio of 15.46, a price-to-earnings-growth ratio of 1.40 and a beta of 0.79. The stock has a fifty day moving average of $156.07 and a two-hundred day moving average of $189.52.

Analyst Upgrades and Downgrades

A number of equities analysts recently issued reports on the stock. Zacks Research lowered shares of Paycom Software from a "hold" rating to a "strong sell" rating in a research report on Tuesday, January 20th. BMO Capital Markets reaffirmed a "market perform" rating and issued a $175.00 price target on shares of Paycom Software in a research note on Friday, January 16th. Citigroup decreased their price objective on shares of Paycom Software from $191.00 to $185.00 and set a "neutral" rating for the company in a report on Tuesday, December 23rd. BTIG Research initiated coverage on Paycom Software in a report on Wednesday, December 17th. They set a "buy" rating and a $195.00 target price on the stock. Finally, Jefferies Financial Group decreased their price target on Paycom Software from $225.00 to $190.00 and set a "hold" rating for the company in a research note on Thursday, November 6th. One equities research analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating, eleven have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, Paycom Software presently has a consensus rating of "Hold" and an average price target of $202.86.

Insider Activity

In other news, CFO Robert D. Foster sold 1,300 shares of the company's stock in a transaction on Wednesday, December 10th. The stock was sold at an average price of $162.66, for a total transaction of $211,458.00. Following the completion of the sale, the chief financial officer directly owned 14,747 shares of the company's stock, valued at $2,398,747.02. This represents a 8.10% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. 10.90% of the stock is owned by company insiders.

Institutional Trading of Paycom Software

Several institutional investors and hedge funds have recently bought and sold shares of PAYC. Mackenzie Financial Corp boosted its holdings in shares of Paycom Software by 4.0% in the third quarter. Mackenzie Financial Corp now owns 1,624 shares of the software maker's stock worth $338,000 after buying an additional 63 shares during the period. Public Employees Retirement System of Ohio lifted its position in shares of Paycom Software by 0.5% in the 3rd quarter. Public Employees Retirement System of Ohio now owns 17,438 shares of the software maker's stock valued at $3,630,000 after acquiring an additional 91 shares in the last quarter. Intrinsic Value Partners LLC lifted its position in shares of Paycom Software by 0.9% in the 3rd quarter. Intrinsic Value Partners LLC now owns 10,675 shares of the software maker's stock valued at $2,222,000 after acquiring an additional 100 shares in the last quarter. EverSource Wealth Advisors LLC boosted its stake in Paycom Software by 62.6% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 304 shares of the software maker's stock worth $70,000 after purchasing an additional 117 shares during the period. Finally, CYBER HORNET ETFs LLC purchased a new position in Paycom Software during the 2nd quarter worth approximately $29,000. Institutional investors and hedge funds own 87.77% of the company's stock.

Paycom Software Company Profile

Paycom Software, Inc NYSE: PAYC is a cloud-based human capital management (HCM) software provider that delivers an end-to-end solution for human resources, payroll, talent acquisition, time and labor management, and talent management. Its single-database platform enables organizations to process payroll, track time, administer benefits, and manage recruiting and employee development through a unified system. Paycom's software is designed to streamline administrative tasks, improve data accuracy, and provide real-time reporting and analytics to support strategic HR decisions.

The company's core offerings include payroll processing with built-in tax compliance, employee self-service functionality, automated time tracking, and customizable talent acquisition tools that allow employers to create and post job requisitions, screen candidates, and conduct onboarding electronically.

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