PaycomPAYC
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
Fund manager confidence
Based on 2024 Q4 regulatory filings 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]
22% more capital invested
Capital invested by funds: $7.94B [Q3] → $9.69B (+$1.76B) [Q4]
5% more funds holding
Funds holding: 655 [Q3] → 690 (+35) [Q4]
1.58% less ownership
Funds ownership: 83.56% [Q3] → 81.98% (-1.58%) [Q4]
21% less repeat investments, than reductions
Existing positions increased: 212 | Existing positions reduced: 269
50% less call options, than puts
Call options by funds: $109M | Put options by funds: $218M
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
6 analyst ratings
Keybanc Jason Celino 26% 1-year accuracy 12 / 47 met price target | 12%upside $245 | Overweight Upgraded | 10 Mar 2025 |
Piper Sandler Arvind Ramnani 37% 1-year accuracy 24 / 65 met price target | 3%upside $224 | Neutral Maintained | 14 Feb 2025 |
JP Morgan Mark Murphy 43% 1-year accuracy 21 / 49 met price target | 8%downside $200 | Neutral Maintained | 13 Feb 2025 |
Stifel Brad Reback 30% 1-year accuracy 14 / 46 met price target | 14%downside $187 | Hold Maintained | 13 Feb 2025 |
Barclays Raimo Lenschow 33% 1-year accuracy 27 / 82 met price target | 1%upside $221 | Equal-Weight Maintained | 23 Jan 2025 |
Financial journalist opinion









