Paycom
PAYC
About: Founded in 1998, Paycom is a human capital management software-as-a-service provider addressing customer requirements surrounding payroll, talent acquisition, talent management, HR management, as well as time and labor. The company primarily services midsize businesses within the United States, targeting businesses with 50-10,000 employees. The company primarily generates revenue through the sale of subscriptions providing access to its HCM platform. To a lesser extent, the company also generates revenue from implementation services provided to customers as well as interest income generated from customer funds. As of fiscal 2024, the company serviced slightly over 37,500 customers and stored data on over 7 million employees.
Employees: 7,306
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
61% more first-time investments, than exits
New positions opened: 106 | Existing positions closed: 66
12% more repeat investments, than reductions
Existing positions increased: 280 | Existing positions reduced: 251
7% more capital invested
Capital invested by funds: $10.9B [Q1] → $11.6B (+$735M) [Q2]
4% more funds holding
Funds holding: 709 [Q1] → 735 (+26) [Q2]
0.16% less ownership
Funds ownership: 86.96% [Q1] → 86.8% (-0.16%) [Q2]
18% less call options, than puts
Call options by funds: $115M | Put options by funds: $140M
63% less funds holding in top 10
Funds holding in top 10: 8 [Q1] → 3 (-5) [Q2]
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
5 analyst ratings
|
UBS
Kevin Mcveigh
|
$285
|
Buy
Maintained
|
17 Sep 2025 |
|
JP Morgan
Mark Murphy
|
$235
|
Neutral
Maintained
|
7 Aug 2025 |
|
Keybanc
Jason Celino
|
$290
|
Overweight
Maintained
|
7 Aug 2025 |
|
Barclays
Raimo Lenschow
|
$250
|
Equal-Weight
Maintained
|
7 Aug 2025 |
|
BMO Capital
Daniel Jester
|
$258
|
Market Perform
Maintained
|
7 Aug 2025 |
Financial journalist opinion
Based on 3 articles about PAYC published over the past 30 days
