Zacks Research Predicts Lower Earnings for Paycom Software

Paycom Software, Inc. (NYSE:PAYC) – Investment analysts at Zacks Research dropped their Q2 2025 earnings per share (EPS) estimates for shares of Paycom Software in a report issued on Monday, January 13th. Zacks Research analyst R. Department now expects that the software maker will earn $1.43 per share for the quarter, down from their previous forecast of $1.44. The consensus estimate for Paycom Software’s current full-year earnings is $6.88 per share. Zacks Research also issued estimates for Paycom Software’s Q1 2026 earnings at $2.45 EPS, Q2 2026 earnings at $1.70 EPS, Q3 2026 earnings at $1.81 EPS, Q4 2026 earnings at $1.99 EPS and FY2026 earnings at $7.95 EPS.

PAYC has been the subject of several other research reports. Barclays upped their price target on shares of Paycom Software from $172.00 to $181.00 and gave the company an “equal weight” rating in a research report on Thursday, October 31st. Citigroup upped their target price on shares of Paycom Software from $172.00 to $196.00 and gave the company a “neutral” rating in a report on Thursday, October 31st. BMO Capital Markets boosted their price objective on shares of Paycom Software from $183.00 to $197.00 and gave the company a “market perform” rating in a research report on Thursday, October 31st. StockNews.com cut Paycom Software from a “buy” rating to a “hold” rating in a report on Wednesday. Finally, Mizuho boosted their price target on Paycom Software from $190.00 to $210.00 and gave the company a “neutral” rating in a report on Friday, December 13th. Twelve research analysts have rated the stock with a hold rating, According to data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average price target of $196.63.

Paycom Software Stock Performance

Paycom Software stock opened at $205.10 on Thursday. Paycom Software has a one year low of $139.50 and a one year high of $242.74. The stock has a fifty day moving average of $219.78 and a 200 day moving average of $183.62. The stock has a market cap of $11.83 billion, a PE ratio of 24.68, a price-to-earnings-growth ratio of 2.78 and a beta of 1.14.

Paycom Software Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Monday, December 9th. Stockholders of record on Monday, November 25th were paid a $0.375 dividend. This represents a $1.50 dividend on an annualized basis and a dividend yield of 0.73%. The ex-dividend date was Monday, November 25th. Paycom Software’s dividend payout ratio (DPR) is 18.05%.

Insider Buying and Selling

In other news, CEO Chad R. Richison sold 1,950 shares of the business’s stock in a transaction on Wednesday, November 13th. The shares were sold at an average price of $229.09, for a total value of $446,725.50. Following the transaction, the chief executive officer now owns 2,731,410 shares of the company’s stock, valued at approximately $625,738,716.90. The trade was a 0.07 % decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Over the last 90 days, insiders sold 23,400 shares of company stock worth $4,534,725. 12.60% of the stock is owned by corporate insiders.

Institutional Trading of Paycom Software

A number of institutional investors and hedge funds have recently bought and sold shares of the stock. Trust Co. of Vermont grew its position in shares of Paycom Software by 50.9% during the fourth quarter. Trust Co. of Vermont now owns 1,275 shares of the software maker’s stock valued at $261,000 after purchasing an additional 430 shares in the last quarter. Integrated Investment Consultants LLC purchased a new position in Paycom Software during the 4th quarter valued at approximately $219,000. Arkadios Wealth Advisors increased its stake in Paycom Software by 28.9% in the 4th quarter. Arkadios Wealth Advisors now owns 6,746 shares of the software maker’s stock worth $1,383,000 after acquiring an additional 1,511 shares during the last quarter. Merit Financial Group LLC raised its holdings in shares of Paycom Software by 12.8% during the 4th quarter. Merit Financial Group LLC now owns 8,371 shares of the software maker’s stock worth $1,716,000 after acquiring an additional 950 shares in the last quarter. Finally, Salvus Wealth Management LLC bought a new position in shares of Paycom Software during the 4th quarter valued at approximately $242,000. 87.77% of the stock is currently owned by institutional investors.

Paycom Software Company Profile

Paycom Software, Inc provides cloud-based human capital management (HCM) solution delivered as software-as-a-service for small to mid-sized companies in the United States. It offers functionality and data analytics that businesses need to manage the employment life cycle from recruitment to retirement.