PaycomPAYC
PAYC
About: Paycom is a fast-growing provider of payroll and human capital management software primarily targeting clients with 50-10,000 employees in the United States. Paycom was established in 1998 and services about 19,500 clients as of 2023, based on parent company grouping. Alongside its core payroll software, Paycom offers various HCM add-on modules, including time and attendance, talent management, and benefits administration.
Employees: 7,306
0
Funds holding %
of 7,425 funds
0
Analysts bullish %
of 4 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
72% more first-time investments, than exits
New positions opened: 119 | Existing positions closed: 69
50% more funds holding in top 10
Funds holding in top 10: 4 [Q3] → 6 (+2) [Q4]
23% more capital invested
Capital invested by funds: $7.88B [Q3] → $9.69B (+$1.81B) [Q4]
5% more funds holding
Funds holding: 656 [Q3] → 692 (+36) [Q4]
0.92% less ownership
Funds ownership: 82.88% [Q3] → 81.96% (-0.92%) [Q4]
21% less repeat investments, than reductions
Existing positions increased: 212 | Existing positions reduced: 270
50% less call options, than puts
Call options by funds: $109M | Put options by funds: $218M
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$187
17%
downside
Avg. target
$214
5%
downside
High target
$245
8%
upside
4 analyst ratings
1 positive
25%
3 neutral
75%
0 negative
0%
Keybanc Jason Celino 41% 1-year accuracy 21 / 51 met price target | 8%upside $245 | Overweight Upgraded | 10 Mar 2025 |
Piper Sandler Arvind Ramnani 40% 1-year accuracy 28 / 70 met price target | 1%downside $224 | Neutral Maintained | 14 Feb 2025 |
JP Morgan Mark Murphy 45% 1-year accuracy 22 / 49 met price target | 12%downside $200 | Neutral Maintained | 13 Feb 2025 |
Stifel Brad Reback 34% 1-year accuracy 15 / 44 met price target | 17%downside $187 | Hold Maintained | 13 Feb 2025 |
Financial journalist opinion
Based on 6 articles about PAYC published over the past 30 days
Neutral
Business Wire
1 week ago
Paycom Achieves Background Screening Credentialing Council Accreditation
RALEIGH, N.C.--(BUSINESS WIRE)--The Professional Background Screening Association (PBSA®) Background Screening Credentialing Council (BSCC) announced today that Paycom has successfully demonstrated compliance with the Background Screening Organization Accreditation Program (BSOAP) and will now be formally recognized as BSCC-Accredited to the US Employment Screening Standard. "This achievement demonstrates we adhere to the industry's most stringent standards," said Matt Paque, chief legal office.
Neutral
Business Wire
2 weeks ago
Paycom Software, Inc. Announces First Quarter 2025 Earnings Release Date and Conference Call
OKLAHOMA CITY--(BUSINESS WIRE)--Paycom Software, Inc. (“Paycom”) (NYSE: PAYC), a leading provider of comprehensive, cloud-based human capital management software, will release its results for the first quarter ended Mar. 31, 2025, after the market closes on May 7. Paycom will also hold a conference call to discuss results at 5 p.m. (Eastern) that day. Dial-in #: +1 (833) 470-1428 Intl. Dial-In #: +1 (404) 975-4839 Access Code: 423347 Replay #: +1 (866) 813-9403 Intl. Replay #: +1 (929) 458-6194.
Neutral
FXEmpire
2 weeks ago
Big Money Backs Strong Paycom Business
Shares of business software firm Paycom Software, Inc. (PAYC) are again drawing Big Money interest.
Positive
Zacks Investment Research
2 weeks ago
Will Paycom (PAYC) Beat Estimates Again in Its Next Earnings Report?
Paycom (PAYC) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Negative
Proactive Investors
3 weeks ago
US tariffs may pressure software and human capital management firms, analysts warn
United States tariffs tied to trade imbalances, digital services taxes, and sensitive sectors like autos, semiconductors, and pharmaceuticals could create uncertainty for software and human capital management companies, analysts at UBS have highlighted. President Donald Trump on Wednesday announced sweeping tariffs, including a baseline 10% on all imports and higher rates for specific countries like China and the European Union.
Positive
Seeking Alpha
4 weeks ago
Paycom Software: Shares May Pay Off With Exciting Returns
Paycom Software, Inc. shows strong topline growth and liquidity, making it a solid investment with promising returns and undervaluation. PAYC ended FY24 with a 13.6% YoY revenue increase in Q4, driven by a solid customer base and business expansions. PAYC's competitive advantage lies in its balanced growth, efficiency, low-cost sensitivity, and robust balance sheet, remaining debt-free and highly liquid.
Neutral
Business Wire
1 month ago
Paycom Earns Most Trustworthy Company in America Award for Fourth Consecutive Year
OKLAHOMA CITY--(BUSINESS WIRE)--Paycom was named one of the Most Trustworthy Companies in America 2025 by Newsweek.
Positive
The Motley Fool
1 month ago
My Top 5 Stocks to Buy Right Now
With the stock market in turmoil as economic uncertainty ramps up, long-term investors have an opportunity to pick up high-quality stocks at attractive prices. While there's no telling how much further the major indices will fall, there are plenty of great stocks worth buying right now.
Positive
MarketBeat
2 months ago
3 Explosive Tech Stocks Breaking Out Right Now
The entire stock market seems to be centered around the technology sector today, going after the ever-increasing valuations and growth projections seen in the artificial intelligence space and its support areas, such as semiconductors and chip makers. However, there is another area that hasn't gotten too much attention lately.
Positive
Zacks Investment Research
2 months ago
Paycom Software Q4 Earnings and Revenues Top Estimates, Rise Y/Y
PAYC's fourth-quarter performance benefited from increased sales momentum, international expansion and artificial intelligence integration in its products.
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