Paychex

PAYX

Market cap $39.6B

ROCHESTER, N.Y.--(BUSINESS WIRE)--Paychex, Inc. (Nasdaq: PAYX), an industry-leading human capital management (HCM) company, announced today a new partnership with PayPal (Nasdaq: PYPL) within its Paychex Flex® Perks platform, Paychex's digital marketplace of curated employee benefits. Through this collaboration, employees of Paychex customers have the ability to easily set up PayPal Direct Deposit, providing up to two-day early access to their paychecks. According to the Federal Deposit Insuran.

PAYX's growth is driven by rising SaaS adoption, the Paycor acquisition and AI launches, with FY26 revenues projected to rise 16.5% and earnings gains ahead.

ROCHESTER, N.Y.--(BUSINESS WIRE)---- $PAYX #employmenttrends--According to the Paychex Small Business Employment Watch, 2025 marked a year of consistency for U.S. small business job and wage growth trends. The monthly report's Small Business Jobs Index, which reflects the payroll data of Paychex's customers with fewer than 50 employees, experienced minimal change throughout the year and averaged 99.67 in 2025. Meanwhile, hourly earnings growth (2.71%) closed the year below three percent for the 17th consecutive month. “Th.

My high-yield dividend watchlist aims for quality stocks at attractive valuations, with a long-term CAGR target of 12%. In December 2025, the watchlist gained 0.03%, outperforming VYM and SPY, though annual performance lagged benchmarks. The Quality portfolio variant has outperformed recently, with all three variants beating benchmarks over the past two months.

Paychex, Inc. (NASDAQ: PAYX) reported upbeat earnings for its fiscal second-quarter on Friday.

Although the revenue and EPS for Paychex (PAYX) give a sense of how its business performed in the quarter ended November 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

I rate Paychex a BUY, with a current price around $112 versus a fair value north of $150 per share. Q2 2026 earnings showed strong revenue growth (18% YoY), driven by the Paycor acquisition and solid organic expansion. Cost synergies from Paycor are now projected at $100M for FY26, up from $80M previously estimated.

CNBC's Jim Cramer talks with Paychex president and CEO John Gibson about the state of small business, the labor market, its latest earnings report and more.

CNBC's Jim Cramer talks with Paychex president and CEO John Gibson about the state of small business, the labor market and more.

Paychex, Inc. ( PAYX ) Q2 2026 Earnings Call December 19, 2025 9:30 AM EST Company Participants Robert Schrader - Senior VP & CFO John Gibson - President, CEO & Director Conference Call Participants Mark Marcon - Robert W. Baird & Co. Incorporated, Research Division Bryan Bergin - TD Cowen, Research Division Bryan Keane - Citigroup Inc., Research Division Tien-Tsin Huang - JPMorgan Chase & Co, Research Division Andrew Nicholas - William Blair & Company L.L.C.