Paycom Software, Inc. (NYSE:PAYC - Free Report) - Zacks Research boosted their Q2 2026 EPS estimates for shares of Paycom Software in a note issued to investors on Tuesday, May 26th. Zacks Research analyst Team now expects that the software maker will post earnings of $1.82 per share for the quarter, up from their prior forecast of $1.75. Zacks Research has a "Strong-Buy" rating on the stock. The consensus estimate for Paycom Software's current full-year earnings is $9.09 per share. Zacks Research also issued estimates for Paycom Software's Q3 2026 earnings at $1.88 EPS, Q4 2026 earnings at $2.37 EPS, FY2026 earnings at $9.01 EPS, Q1 2027 earnings at $2.80 EPS, Q2 2027 earnings at $2.13 EPS, Q3 2027 earnings at $2.23 EPS, Q4 2027 earnings at $2.46 EPS, FY2027 earnings at $9.62 EPS, Q1 2028 earnings at $2.78 EPS and FY2028 earnings at $10.01 EPS.
Paycom Software (NYSE:PAYC - Get Free Report) last announced its quarterly earnings results on Wednesday, May 6th. The software maker reported $3.15 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $2.99 by $0.16. The company had revenue of $571.80 million for the quarter, compared to analysts' expectations of $564.37 million. Paycom Software had a net margin of 22.44% and a return on equity of 28.34%. Paycom Software's revenue was up 7.8% compared to the same quarter last year. During the same quarter in the previous year, the business posted $2.80 EPS.
A number of other brokerages have also weighed in on PAYC. BTIG Research boosted their target price on Paycom Software from $140.00 to $160.00 and gave the stock a "buy" rating in a research report on Thursday, May 7th. Weiss Ratings reissued a "sell (d+)" rating on shares of Paycom Software in a research report on Friday, May 1st. TD Cowen boosted their target price on Paycom Software from $148.00 to $154.00 and gave the stock a "buy" rating in a research report on Thursday, May 7th. Barclays decreased their target price on Paycom Software from $150.00 to $148.00 and set an "equal weight" rating for the company in a research report on Thursday, May 7th. Finally, Jefferies Financial Group decreased their target price on Paycom Software from $190.00 to $130.00 and set a "hold" rating for the company in a research report on Thursday, February 12th. One investment analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating, seven have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of "Hold" and a consensus target price of $159.67.
Check Out Our Latest Research Report on PAYC
Paycom Software Price Performance
Shares of NYSE:PAYC opened at $136.82 on Friday. Paycom Software has a fifty-two week low of $104.90 and a fifty-two week high of $267.76. The business has a 50-day simple moving average of $127.75 and a two-hundred day simple moving average of $140.56. The company has a debt-to-equity ratio of 0.83, a quick ratio of 1.08 and a current ratio of 1.08. The firm has a market cap of $6.52 billion, a price-to-earnings ratio of 15.82, a price-to-earnings-growth ratio of 1.16 and a beta of 0.77.
Paycom Software Dividend Announcement
The firm also recently declared a quarterly dividend, which will be paid on Monday, June 8th. Stockholders of record on Tuesday, May 26th will be given a dividend of $0.375 per share. The ex-dividend date of this dividend is Tuesday, May 26th. This represents a $1.50 annualized dividend and a dividend yield of 1.1%. Paycom Software's dividend payout ratio is presently 17.34%.
Institutional Investors Weigh In On Paycom Software
Several hedge funds and other institutional investors have recently made changes to their positions in the business. Vanguard Group Inc. increased its position in shares of Paycom Software by 3.2% during the 3rd quarter. Vanguard Group Inc. now owns 5,802,788 shares of the software maker's stock valued at $1,207,792,000 after purchasing an additional 179,218 shares during the last quarter. State Street Corp increased its position in shares of Paycom Software by 0.4% during the 4th quarter. State Street Corp now owns 2,165,546 shares of the software maker's stock valued at $345,101,000 after purchasing an additional 8,419 shares during the last quarter. First Trust Advisors LP increased its position in shares of Paycom Software by 19.9% during the 4th quarter. First Trust Advisors LP now owns 1,665,529 shares of the software maker's stock valued at $265,419,000 after purchasing an additional 275,954 shares during the last quarter. Invesco Ltd. increased its position in shares of Paycom Software by 28.2% during the 4th quarter. Invesco Ltd. now owns 1,559,682 shares of the software maker's stock valued at $248,551,000 after purchasing an additional 343,494 shares during the last quarter. Finally, Federated Hermes Inc. increased its position in shares of Paycom Software by 12.7% during the 4th quarter. Federated Hermes Inc. now owns 624,371 shares of the software maker's stock valued at $99,500,000 after purchasing an additional 70,208 shares during the last quarter. Hedge funds and other institutional investors own 87.77% of the company's stock.
Paycom Software News Summary
Here are the key news stories impacting Paycom Software this week:
- Positive Sentiment: Zacks Research raised Paycom’s earnings outlook across several periods, including FY2026 EPS to $9.01 from $8.29 and FY2028 EPS to $10.01 from $9.45, reinforcing a bullish view on future profitability.
- Positive Sentiment: The firm also increased near- and medium-term quarterly estimates, including Q2 2026, Q3 2026, Q4 2026, Q1 2027, Q2 2027, Q3 2027, and Q4 2027, which may help investor sentiment toward PAYC.
- Neutral Sentiment: MarketWatch noted that Paycom underperformed some peers on Thursday even though the shares still posted gains, suggesting the move may have been partly driven by broader market and sector factors rather than company-specific news alone. Article Title
- Neutral Sentiment: GuruFocus highlighted that PAYC has moved sharply below its estimated intrinsic value, which may interest value-focused investors but does not by itself change fundamentals. Article Title
About Paycom Software
(
Get Free Report)
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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