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 7,407 funds
0
Analysts bullish %
of 5 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
71% more first-time investments, than exits
New positions opened: 118 | 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] → 691 (+35) [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
5 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$187
14%
downside
Avg. target
$215
1%
downside
High target
$245
13%
upside
5 analyst ratings
1 positive
20%
4 neutral
80%
0 negative
0%
Keybanc Jason Celino 33% 1-year accuracy 17 / 52 met price target | 13%upside $245 | Overweight Upgraded | 10 Mar 2025 |
Piper Sandler Arvind Ramnani 30% 1-year accuracy 20 / 67 met price target | 3%upside $224 | Neutral Maintained | 14 Feb 2025 |
JP Morgan Mark Murphy 37% 1-year accuracy 18 / 49 met price target | 8%downside $200 | Neutral Maintained | 13 Feb 2025 |
Stifel Brad Reback 23% 1-year accuracy 11 / 48 met price target | 14%downside $187 | Hold Maintained | 13 Feb 2025 |
Barclays Raimo Lenschow 28% 1-year accuracy 22 / 79 met price target | 2%upside $221 | Equal-Weight Maintained | 23 Jan 2025 |
Financial journalist opinion
Based on 7 articles about PAYC published over the past 30 days
Neutral
Business Wire
2 days 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
3 days 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
5 days 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
2 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
2 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
3 weeks 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
4 weeks 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
1 month 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.
Neutral
Seeking Alpha
2 months ago
Paycom Software, Inc. (PAYC) Q4 2024 Earnings Call Transcript
Paycom Software, Inc. (NYSE:PAYC ) Q4 2024 Earnings Conference Call February 12, 2025 5:00 PM ET Company Participants James Samford - Head of IR Chad Richison - President & CEO Craig Boelte - CFO Bob Foster - CFO Conference Call Participants Raimo Lenschow - Barclays Mason Marion - Jefferies Mark Marcon - Baird Kevin McVeigh - UBS Steve Enders - Citi Jason Celino - KeyBanc Capital Markets Jared Levine - TD Cowen Bhavin Shah - Deutsche Bank Daniel Jester - BMO Capital Markets Michael Funk - Bank of America Joshua Riley - Needham Jake Roberge - William Blair Zachary Gunn - FT Partners Operator Good afternoon. My name is Cameron, and I will be your conference operator today.
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