View Financial HealthPaycom Software 配当と自社株買い配当金 基準チェック /26Paycom Software配当を支払う会社であり、現在の利回りは1.19%で、収益によって十分にカバーされています。主要情報1.2%配当利回り24.1%バイバック利回り総株主利回り25.3%将来の配当利回り1.3%配当成長n/a次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向13%最近の配当と自社株買いの更新お知らせ • May 06+ 1 more updatePaycom Software, Inc. Declares Quarterly Cash Dividend, Payable on June 8, 2026Paycom Software, Inc. announced that its Board of Directors declared a cash dividend in the amount of $0.375 per share of common stock, to be paid on June 8, 2026, to all stockholders of record as of the close of business on May 26, 2026.お知らせ • Feb 11Paycom Software, Inc. Announces Quarterly Cash Dividend, payable on March 23, 2026Paycom Software, Inc. announced that its Board of Directors declared a cash dividend in the amount of $0.375 per share of common stock, to be paid on March 23, 2026, to all stockholders of record as of the close of business on March 9, 2026.お知らせ • Nov 04Paycom Software, Inc. Announces Quarterly Cash Dividend, Payable on December 8, 2025Paycom Software, Inc. announced that its Board of Directors declared a cash dividend in the amount of $0.375 per share of common stock, to be paid on December 8, 2025, to all stockholders of record as of the close of business on November 24, 2025.お知らせ • Aug 05Paycom Software, Inc. Declares Quarterly Cash Dividend, Payable on September 8, 2025Paycom Software, Inc. announced that its Board of Directors declared a cash dividend in the amount of $0.375 per share of common stock, to be paid on Sept. 8, 2025, to all stockholders of record as of the close of business on Aug. 25, 2025.お知らせ • May 06Paycom Software, Inc. Declares Quarterly Cash Dividend, Payable on June 9, 2025Paycom Software, Inc. announced that its Board of Directors declared a cash dividend in the amount of $0.375 per share of common stock, to be paid on June 9, 2025, to all stockholders of record as of the close of business on May 27, 2025.お知らせ • Feb 11Paycom Software, Inc. Announces Quarterly Cash Dividend, Payable on March 24, 2025Paycom Software, Inc. announced that its Board of Directors declared a cash dividend in the amount of $0.375 per share of common stock, to be paid on March 24, 2025, to all stockholders of record as of the close of business on March 10, 2025.すべての更新を表示Recent updatesお知らせ • May 06+ 1 more updatePaycom Software, Inc. Declares Quarterly Cash Dividend, Payable on June 8, 2026Paycom Software, Inc. announced that its Board of Directors declared a cash dividend in the amount of $0.375 per share of common stock, to be paid on June 8, 2026, to all stockholders of record as of the close of business on May 26, 2026.お知らせ • Apr 22Paycom Software, Inc. to Report Q1, 2026 Results on May 06, 2026Paycom Software, Inc. announced that they will report Q1, 2026 results at 4:00 PM, Eastern Standard Time on May 06, 2026お知らせ • Apr 04Paycom Software, Inc., Annual General Meeting, May 04, 2026Paycom Software, Inc., Annual General Meeting, May 04, 2026. Location: gaillardia, 5300 gaillardia boulevard, oklahoma city 73142, oklahoma United Statesお知らせ • Mar 11Paycom Software, Inc. Announces Launch of Career and Succession Planning ToolPaycom Software, Inc. announced the launch of Career and Succession Planning, an automated tool to easily identify successors for companywide roles, assess bench strength and ensure talent management and development. Career and Succession Planning seamlessly syncs with employee, performance and learning data in Paycom’s single database, giving leaders real-time visibility into successor readiness and bench strength to confidently plan for the future. Key features include a unified visual dashboard, actionable analytics, 9-box talent mapping, side-by-side talent comparisons, talent profiles search and automated match scoring to help ensure consistent decisioning criteria across the organization. The tool automatically populates employee data to help organizations track key positions, assign successors and compare talent. The talent matching tool looks at variables including tenure, technical skills, leadership competencies, performance ratings and other workforce indicators, eliminating guesswork and outdated data.お知らせ • Feb 20Paycom Software, Inc. Appoints Shane Hadlock as President, Effective from February 18, 2026On February 18, 2026, the Board of Directors of Paycom Software, Inc. appointed Shane Hadlock, as President of the Company, effective from February 18, 2026. Mr. Hadlock's new title is President and Chief Client Officer, and he will perform the functions of the Company's sole principal operating officer. Randy Peck, the Company's Chief Operating Officer, will report to Mr. Hadlock. Chad Richison will continue to serve as the Company's Chief Executive Officer and Chairman of the Board. Prior to his promotion, Mr. Hadlock, 51, had served as the Company's Chief Client Officer from October 2024 to August 2025 and as Chief Client Officer and Chief Technology Officer from August 2025 to February 2026. He works with groups across the Company, including operations, implementation and IT, and has more than 30 years of technology experience, including nearly 14 years at the Company. Mr. Hadlock served as the Company's Executive Vice President of Information Technology and Information Security from May 2018 to October 2024, following six years as the Company's Director of IT. Before joining Paycom, Hadlock served in multiple leadership roles at Hertz over a 10-year tenure, gaining extensive expertise in enterprise systems, operational transformation and customer-centric technology strategy. He earned his bachelor's degree in computer science and a Master of Business Administration at the University of Central Oklahoma.お知らせ • Feb 12Paycom Software, Inc. Provides Financial Guidance for the Year Ending December 31, 2026Paycom Software, Inc. provided financial guidance for the year ending December 31, 2026. Total revenue in the range of $2.175 billion to $2.195 billion, representing year-over-year growth between 6% and 7%. Recurring and other revenue growth between 7% and 8% year over year.お知らせ • Feb 11Paycom Software, Inc. Announces Quarterly Cash Dividend, payable on March 23, 2026Paycom Software, Inc. announced that its Board of Directors declared a cash dividend in the amount of $0.375 per share of common stock, to be paid on March 23, 2026, to all stockholders of record as of the close of business on March 9, 2026.お知らせ • Jan 24Paycom Software, Inc. Announces Executive ChangesPaycom Software, Inc. announced that Jeff York is returning to serve as chief sales officer (CSO), effective January 23, 2026. York previously served as CSO at Paycom from 2007 to 2021 and has since been serving as Paycom’s Leadership Strategist. York has more than three decades of sales experience and has held a variety of sales management positions where he has hired and developed many decorated executives. Under York’s leadership, Paycom’s sales force was named one of the 50 Best Companies to Sell For in the U.S., and his sales organization propelled Paycom to be named one of Fortune magazine’s 100 Fastest-Growing Companies for four consecutive years. Amy Walker, the outgoing Chief Sales Officer, is transitioning from Paycom’s CSO to a consulting role for the company.お知らせ • Jan 22Paycom Software, Inc. to Report Q4, 2025 Results on Feb 11, 2026Paycom Software, Inc. announced that they will report Q4, 2025 results at 4:00 PM, Eastern Standard Time on Feb 11, 2026お知らせ • Nov 04Paycom Software, Inc. Announces Quarterly Cash Dividend, Payable on December 8, 2025Paycom Software, Inc. announced that its Board of Directors declared a cash dividend in the amount of $0.375 per share of common stock, to be paid on December 8, 2025, to all stockholders of record as of the close of business on November 24, 2025.お知らせ • Oct 16Paycom Software, Inc. to Report Q3, 2025 Results on Nov 05, 2025Paycom Software, Inc. announced that they will report Q3, 2025 results After-Market on Nov 05, 2025お知らせ • Oct 15Paycom Software, Inc. Releases Updates to Its Usage Management Analytics Tool, Direct Data ExchangePaycom Software, Inc. released updates to its usage management analytics tool, Direct Data Exchange®?, based on an updated report from professional services firm EY, estimating the labor and nonlabor costs of common HR tasks. According to EY, the average cost of manual data entry by an HR professional reached $4.86per instance in 2025, up from an average of $4.78 in 2023. Additionally, the cost per HR task has continued to rise across all HR categories, including expense management, onboarding, benefits enrollment, time management and more, since the survey was first conducted in 2018. Paycom uses EY's data to measure costs for manual data entry and HR tasks in Direct Data Exchange. Direct Data Exchange provides an overview of how employees use the self-service side of Paycom's software, highlighting the savings companies achieve through employee usage and adoption of automated HR processes. With EY's inclusion of new HR tasks in its 2025 study, Direct Data Exchange can now account for the potential cost savings of Paycom's new command-driven AI engine, I want. I want offers an easy and automated way to find employee information, eliminating the need to navigate through the software. Without I want, HR or managers searching for information about their employees results in an estimated labor cost of $11.75 per instance, primarily due to the time required to locate the correct information. EY's cost estimates vary for each manual task, reaching as high as $23.27 per instance of manually obtaining information to compare benefit plans. The report indicates that labor costs continue to account for nearly all the total costs associated with manual HR tasks, suggesting that automating these tasks could lead to significant financial savings. Direct Data Exchange helped identify $5 million in savings for The Kraft Group, parent company of the New England Patriots, through its use of Paycom. The client credits its smooth and superior user experience to Paycom's comprehensive automation. EY routinely updates its report by conducting additional surveys and applying inflation factors to its data. The HR task with the largest increase in estimated cost since EY's 2023 report was manual payroll creation, which rose by $5.73 to a total of $20.83 per instance. When EY factored in manual payroll tasks, the report's overall average cost per data entry increased from $4.86 to $5.68, up from $5.35 in 2023. Paycom's industry-first payroll tool, Beti®?, automates the process. It self-starts each pay period by pulling live data, identifying errors and then guiding employees to resolve them before submission, ensuring accuracy every payday. This tool reduced labor costs for payroll processing by 90% and saved HR and accounting teams over 2,600 hours annually.お知らせ • Sep 19Paycom Software, Inc. Announces Board and Committee Changes, Effective September 30, 2025Paycom Software, Inc. announced that on September 16, 2025, Felicia Williams notified the Board of Directors the company of her retirement from the Board and all committees thereof, effective September 30, 2025. Effective as of Ms. Williams’s retirement, the size of the Board will be reduced from eight to seven directors. Ms. Williams’s retirement is not in connection with any disagreement with the Company on any matter relating to the Company’s operations, policies or practices. Frederick C. Peters II will replace Ms. Williams as the chairperson of the audit committee of the Board, effective as of Ms. Williams’s retirement.お知らせ • Aug 19Paycom Software, Inc. Announces Executive Appointments, Effective August 18, 2025Paycom Software, Inc. announced the expanded role of Shane Hadlock as it’s chief client officer and chief technology officer and the promotion of Rachael Gannon to chief automation officer, effective August 18, 2025. Brad Smith has been named the company’s senior technical strategist and will continue reporting to CEO Chad Richison. As chief technology officer, Hadlock will oversee it’s IT department, while maintaining his chief client officer role and leadership of Paycom’s client service groups. Hadlock has more than 30 years of technology experience. Prior to being named chief client officer, he led multiple IT functions at Paycom for nearly 14 years, including the role of executive vice president of Information Technology and Information Security for six years. Before joining Paycom, he served for 10 years in a number of leadership roles at Hertz. Gannon joined the company in 2013 and stepped in to lead the Product department in 2023. Most recently, she served as executive vice president of Product and Development. As chief automation officer, Gannon will lead the Software department and be responsible for driving Paycom's overall product strategy, working closely with cross-functional teams to deliver innovative solutions that drive even more client value and return on investment. She has served in various roles at Paycom, including as executive vice president of Product and several product management leadership roles after being a key member of Paycom’s service department. Smith joined Paycom in 2005, holding roles as director of Software Development and director of Information Technology before being named chief information officer in 2018. Under his leadership, Paycom’s technology has grown exponentially, and Smith has been instrumental in implementing scalable solutions.お知らせ • Aug 07Paycom Software, Inc. Provides Earnings Guidance for the Year Ending December 31, 2025Paycom Software, Inc. provided earnings guidance for the year ending December 31, 2025. For the year, the company expects total revenues in the range of $2.045 billion to $2.055 billion, representing year-over-year growth of approximately 9% at the midpoint. Recurring and other revenue growth of approximately 10% year over year.お知らせ • Aug 05Paycom Software, Inc. Declares Quarterly Cash Dividend, Payable on September 8, 2025Paycom Software, Inc. announced that its Board of Directors declared a cash dividend in the amount of $0.375 per share of common stock, to be paid on Sept. 8, 2025, to all stockholders of record as of the close of business on Aug. 25, 2025.お知らせ • Jul 30Paycom Software, Inc. Unveils IWant: Command-Driven Ai Engine with Accurate, Rapid ResultsPaycom Software, Inc. announced the launch of I want, the industry's first command-driven AI engine that revolutionizes the way all users navigate and access their information within a single database. Users can prompt I want by utilizing voice-to-text functionality or by simply typing a question, and the AI engine immediately provides the answer or directs them to the appropriate location to interact with their information. I want is designed to return results that will always be accurate because it pulls from employee data entered into Paycom's single database, not from multiple sources. This eliminates issues created by duplicate or inconsistent data. With I want, Paycom users gain an easy, automated avenue for seeking information about employee data without having to navigate through the software. For employees: I want assists employees with fast answers about their employee data, including time-off balances, 401(k) contribution percentages, schedules, tax withholdings, paycheck amounts, pay history, benefits and more. For HR, C-suite and managers: I want supports HR teams and makes an organization's leaders smarter by providing instant employee information about coverage thresholds, time-off schedules, overdue trainings, pay changes, who's clocked in for the day, time-off requests, salary information, employment history, performance reviews and more.お知らせ • Jul 17Paycom Software, Inc. to Report Q2, 2025 Results on Aug 06, 2025Paycom Software, Inc. announced that they will report Q2, 2025 results at 4:00 PM, Eastern Standard Time on Aug 06, 2025お知らせ • May 28Paycom Software, Inc.'s AI-Powered Ask Here Enhances Employee Inquiry ExperiencePaycom Software, Inc. has enhanced its Ask Here tool, which uses AI to produce answers to employee questions, reducing response times and administrative burdens for organizations. A centralized hub for all employee questions, Ask Here powered by AI search instantly answers inquiries by scanning preloaded company policies, documentation and saved responses. Topics can also be preloaded based on common employee questions across departments like accounting, benefits, maintenance, security, community relationships and more. For more complex or sensitive inquiries, the software routes the inquiry to the appropriate person in the organization. With the AI-powered search, businesses can expect benefits such as: faster response times to employee questions; easier management of mass employee inquiries; standardization of company responses; easy access to Ask Here through Employee Self-Service; reduced employee frustration in finding the right person to ask; a centralized communication command center. The Ask Here enhancement also provides businesses with deeper insights into inquiry trends and important topics for employees. This enhancement further addresses a common challenge among employees. A recent Paycom general population survey of 2,200 U.S.-based full-time employees revealed employees are most likely to need an urgent response from human resources about their paycheck (56%), benefits (54%), time-off requests (32%) and other key issues like performance reviews and investments.お知らせ • May 08Paycom Software, Inc. Provides Earnings Guidance for the Year Ending December 31, 2025Paycom Software, Inc. provided earnings guidance for the year ending December 31, 2025. For the period, the company expects total revenue in the range of $2.023 billion to $2.038 billion, representing year-over-year growth of approximately 8% at the midpoint.お知らせ • May 06Paycom Software, Inc. Declares Quarterly Cash Dividend, Payable on June 9, 2025Paycom Software, Inc. announced that its Board of Directors declared a cash dividend in the amount of $0.375 per share of common stock, to be paid on June 9, 2025, to all stockholders of record as of the close of business on May 27, 2025.お知らせ • Apr 17Paycom Software, Inc. to Report Q1, 2025 Results on May 07, 2025Paycom Software, Inc. announced that they will report Q1, 2025 results After-Market on May 07, 2025お知らせ • Apr 05Paycom Software, Inc., Annual General Meeting, May 05, 2025Paycom Software, Inc., Annual General Meeting, May 05, 2025. Location: gaillardia, 5300 gaillardia boulevard, oklahoma city, 73142, oklahoma United Statesお知らせ • Feb 13+ 1 more updatePaycom Software, Inc. Announces Chief Financial Officer Changes, Effective February 21, 2025Paycom Software, Inc. announced the promotion of Bob Foster to chief financial officer (CFO), effective Feb. 21, 2025. He succeeds Craig Boelte, who is retiring after leading Paycom’s finance and accounting efforts for nearly 20 years. Foster joined the company in 2022 to lead Paycom’s growth strategy and later served as executive vice president of accounting and finance. As Paycom’s CFO, Foster will lead all accounting and finance functions, focusing on long-term planning, investor relations and overarching financial strategies. Prior to joining Paycom, Foster served eight years as CEO and chairman of a payroll company, significantly growing its revenue and expanding its offices. Prior to that, he served as a senior partner at Ernst & Young, managing several of the firm’s large accounts at the time. Boelte joined Paycom as CFO in 2006. He leaves Paycom with nearly 40 years of experience in accounting, human resources and workforce management. Boelte successfully led Paycom’s transition from a small private company to an S&P 500 publicly traded company and has been instrumental in its financial success throughout the years.お知らせ • Feb 11Paycom Software, Inc. Announces Quarterly Cash Dividend, Payable on March 24, 2025Paycom Software, Inc. announced that its Board of Directors declared a cash dividend in the amount of $0.375 per share of common stock, to be paid on March 24, 2025, to all stockholders of record as of the close of business on March 10, 2025.お知らせ • Jan 20Paycom Software, Inc. to Report Q4, 2024 Results on Feb 12, 2025Paycom Software, Inc. announced that they will report Q4, 2024 results After-Market on Feb 12, 2025お知らせ • Dec 14Paycom Software, Inc. Appoints Joe Binz to Its Board of Directors and on the Audit CommitteePaycom Software, Inc. announced the appointment of Joe Binz to Paycom’s board of directors, effective Dec. 10, 2024. Binz currently serves as chief financial officer at Atlassian, where he is responsible for its global finance organization and oversees the company’s accounting, finance, internal audit, investor relations, tax, treasury and procurement teams. He has more than 30 years of financial leadership experience in the technology industry. Prior to joining Atlassian, Binz held management roles at Microsoft, where he led the company’s finance functions and guided its business transformation to the cloud. Binz also spent eight years at Intel Corporation, where he held a variety of finance roles supporting manufacturing operations, product groups and Intel Capital. Binz holds a Bachelor of Science degree in finance from the University of Illinois Urbana-Champaign and a Master of Business Administration degree from the University of Michigan’s Ross School of Business. Mr. Binz was also appointed to serve on the audit committee of the Board.Valuation Update With 7 Day Price Move • Nov 07Investor sentiment improves as stock rises 30%After last week's 30% share price gain to €215, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 15x in the Professional Services industry in Europe. Total loss to shareholders of 49% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €243 per share.Declared Dividend • Nov 03Third quarter dividend of US$0.38 announcedShareholders will receive a dividend of US$0.38. Ex-date: 25th November 2024 Payment date: 9th December 2024 Dividend yield will be 0.7%, which is lower than the industry average of 1.8%. Payout Ratios Payout ratio: 18%. Cash payout ratio: 27%.Reported Earnings • Nov 01Third quarter 2024 earnings released: EPS: US$1.31 (vs US$1.30 in 3Q 2023)Third quarter 2024 results: EPS: US$1.31. Revenue: US$451.9m (up 11% from 3Q 2023). Net income: US$73.3m (down 2.6% from 3Q 2023). Profit margin: 16% (down from 19% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Professional Services industry in Europe.お知らせ • Oct 31Paycom Software, Inc. Provides Earnings Guidance for the Quarter and the Year Ending December 31, 2024Paycom Software, Inc. provided earnings guidance for the quarter and the year ending December 31, 2024. For the quarter, the company expected total revenues in the range of $477 million to $484 million. For the year, the company expected total revenues in the range of $1.866 billion to $1.873 billion.お知らせ • Oct 29Paycom Software, Inc Declares Quarterly Cash Dividend, Payable on December 9, 2024Paycom Software, Inc. announced that its Board of Directors declared a cash dividend in the amount of $0.375 per share of common stock, to be paid on December 9, 2024, to all stockholders of record as of the close of business on November 25, 2024.お知らせ • Oct 10Paycom Software, Inc. to Report Q3, 2024 Results on Oct 30, 2024Paycom Software, Inc. announced that they will report Q3, 2024 results After-Market on Oct 30, 2024お知らせ • Sep 23Paycom Software, Inc.(NYSE:PAYC) dropped from FTSE All-World Index (USD)Paycom Software, Inc.(NYSE:PAYC) dropped from FTSE All-World Index (USD)Upcoming Dividend • Aug 19Upcoming dividend of US$0.38 per shareEligible shareholders must have bought the stock before 26 August 2024. Payment date: 09 September 2024. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (2.3%).Recent Insider Transactions • Aug 16CFO & Treasurer recently sold €1.7m worth of stockOn the 12th of August, Craig Boelte sold around 12k shares on-market at roughly €143 per share. This transaction amounted to 4.0% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Craig's only on-market trade for the last 12 months.Declared Dividend • Aug 05Second quarter dividend of US$0.38 announcedShareholders will receive a dividend of US$0.38. Ex-date: 26th August 2024 Payment date: 9th September 2024 Dividend yield will be 0.9%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (18% earnings payout ratio) and cash flows (27% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. EPS is expected to grow by 10% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Aug 01Second quarter 2024 earnings released: EPS: US$1.20 (vs US$1.11 in 2Q 2023)Second quarter 2024 results: EPS: US$1.20 (up from US$1.11 in 2Q 2023). Revenue: US$437.5m (up 9.1% from 2Q 2023). Net income: US$68.0m (up 5.4% from 2Q 2023). Profit margin: 16% (in line with 2Q 2023). Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.お知らせ • Aug 01Craig Boelte Intends to Retire from Paycom Software, Inc. as CFO in the Next Nine to 12 MonthsOn July 31, 2024, Craig Boelte, Chief Financial Officer of Paycom Software, Inc., notified the Board of Directors of the Company that he intends to retire from his role as Chief Financial Officer in the next nine to 12 months.New Risk • Aug 01New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.0% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Shareholders have been diluted in the past year (2.0% increase in shares outstanding). Significant insider selling over the past 3 months (€1.5m sold).お知らせ • Aug 01Paycom Software, Inc. Provides Guidance for the Quarter Ending September 30, 2024 and the Year Ending December 31, 2024Paycom Software, Inc. provided guidance for the quarter ending September 30, 2024 and the year ending December 31, 2024. For the quarter, the company expects Total Revenues to be in the range of $444 million to $449 million. For the year, the company expects Total Revenues to be in the range of $1.860 billion to $1.875 billion.お知らせ • Jul 31Paycom Announces Quarterly Cash Dividend, Payable on Sept. 9, 2024Paycom Software, Inc. announced that its Board of Directors declared a cash dividend in the amount of $0.375 per share of common stock, to be paid on Sept. 9, 2024, to all stockholders of record as of the close of business on Aug. 26, 2024.お知らせ • Jul 18Paycom Software, Inc. Announces the Appointment of Archana Vemulapalli to Board of Directors, Effective July 30, 2024Paycom Software, Inc. announced the appointment of Archana Vemulapalli to Paycom’s board of directors, effective July 30, 2024. Vemulapalli has more than 23 years of technology leadership experience. She currently serves as corporate vice president of Global Commercial Sales and leads Global System Integrator/System Integrator alliances at Advanced Micro Devices (‘AMD’). Prior to joining AMD, she held management roles at Amazon Web Services (‘AWS’), where she served as head of Product and Global Strategy for data and AI and as general manager and head of Solutions Architecture for North America. Prior to AWS, Vemulapalli was the general manager and global chief technology officer for IBM’s Infrastructure Services business with direct oversight of its global portfolio strategy, software product development and offerings portfolio. In her role, she transformed product strategy, investments and management to drive infrastructure services growth globally. Prior to IBM, she served as chief technology officer for the Washington, D.C., government, where she held a key cabinet position overseeing the central technology agency that managed enterprise applications, infrastructure and delivery services. Vemulapalli has a master’s degree in leadership from Georgetown University and a master’s degree in telecommunications from the University of Pennsylvania. She earned her undergraduate degree in engineering from the University of Madras.お知らせ • Jul 11Paycom Software, Inc. to Report Q2, 2024 Results on Jul 31, 2024Paycom Software, Inc. announced that they will report Q2, 2024 results After-Market on Jul 31, 2024Recent Insider Transactions • Jun 03Founder recently sold €584k worth of stockOn the 30th of May, Chad Richison sold around 4k shares on-market at roughly €150 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Chad has been a net seller over the last 12 months, reducing personal holdings by €584k.お知らせ • Jun 02Paycom Software, Inc. Announces Chief Executive Officer ChangesPaycom Software, Inc. announced that on May 29, 2024, for personal reasons, Christopher G. Thomas resigned from his position as Co-Chief Executive Officer of the Company, effective immediately. Chad Richison will continue to lead the Company as Chief Executive Officer, President and Chairman of the Board of Directors.Valuation Update With 7 Day Price Move • Jun 01Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €134, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 16x in the Professional Services industry in Europe. Total loss to shareholders of 49% over the past three years.お知らせ • Jun 01Paycom Software, Inc. Announces Management PromotionsPaycom Software, Inc. announced that Randy Peck, a 20-year Paycom veteran, has been appointed to serve as Paycom’s Chief Operating Officer, while Matt Paque and Jennifer Kraszewski have been promoted to Chief Legal Officer and Chief Human Resources Officer, respectively. Peck has served in vital roles across the organization, including most recently as Paycom’s Strategic Advisor to Executive Management. Prior to that, Peck held various positions in operations, client service, product management and sales, including Director of Software Strategy, Director of Operations and Director of Client Service, among others. Peck has more than 34 years of management experience in the payroll and HCM space. He earned his bachelor’s degree in finance from Oklahoma State University. Kraszewski, who previously served as Paycom’s Senior Executive Vice President of Human Resources, joined the Company in 2018. She has more than 25 years of HR leadership experience, driving transformative, business-focused human capital strategies in high-growth industries to achieve efficiencies, compliance and employee engagement. Under her leadership, Paycom has won numerous awards for its workplace culture, including Top Workplaces USA, Gallup’s Exceptional Workplace Award, Comparably’s Best Companies for Career Growth and Best Companies for Women, and America’s Greatest Workplaces for Parents and Families by Newsweek. Paque previously served as general counsel. In his new role, he will continue to oversee all legal affairs of the Company, including commercial, corporate governance, compliance and risk. He will continue to serve as Secretary of the Company as well. Paque has over 20 years’ experience as an attorney. Before joining Paycom in 2017, he worked in private practice and was assistant general counsel at a global publicly traded manufacturing company.Upcoming Dividend • May 20Upcoming dividend of US$0.38 per shareEligible shareholders must have bought the stock before 24 May 2024. Payment date: 10 June 2024. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (2.3%).Declared Dividend • May 06First quarter dividend of US$0.38 announcedShareholders will receive a dividend of US$0.38. Ex-date: 24th May 2024 Payment date: 10th June 2024 Dividend yield will be 0.9%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (18% earnings payout ratio) and cash flows (30% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. EPS is expected to grow by 8.5% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 04Paycom Software, Inc. Provides Earnings Guidance for the Quarter Ending June 30, 2024Paycom Software, Inc. provided earnings guidance for the quarter Ending June 30, 2024 and year ending December 31, 2024. For the quarter, the company expects total revenues in the range of $434 million to $438 million.お知らせ • May 03Paycom Expands Automated Payroll with Beti into IrelandPaycom Software, Inc. announced it will expand its product offerings and geographic reach into Ireland. This latest development includes access to Beti®, an industry-first solution that empowers employees to do their own payroll. This expansion follows the company’s recent introduction of payroll services in Canada, Mexico and the U.K. It also follows the 2023 launch of Global HCM™, which increased a number of Paycom applications and tools in more than 180 countries and 15 languages and dialects. Now, Paycom will offer its single-software solution for HCM, payroll and tax filing to support organizations with employees in Ireland.Buy Or Sell Opportunity • May 02Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to €153. The fair value is estimated to be €191, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 34%. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings are also forecast to grow by 0.7% per annum over the same time period.New Risk • May 02New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.1% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. This is currently the only risk that has been identified for the company.Reported Earnings • May 02First quarter 2024 earnings released: EPS: US$4.37 (vs US$2.06 in 1Q 2023)First quarter 2024 results: EPS: US$4.37 (up from US$2.06 in 1Q 2023). Revenue: US$499.9m (up 11% from 1Q 2023). Net income: US$247.2m (up 107% from 1Q 2023). Profit margin: 49% (up from 26% in 1Q 2023). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.お知らせ • Apr 30Paycom Software, Inc. Announces Quarterly Cash Dividend, Payable on June 10, 2024Paycom Software, Inc. announced that its Board of Directors declared a cash dividend in the amount of $0.375 per share of common stock, to be paid on June 10, 2024, to all stockholders of record as of the close of business on May 28, 2024.お知らせ • Apr 11Paycom Software, Inc. to Report Q1, 2024 Results on May 01, 2024Paycom Software, Inc. announced that they will report Q1, 2024 results at 4:00 PM, US Eastern Standard Time on May 01, 2024お知らせ • Apr 02Paycom Software, Inc. Announces Executive ChangesPaycom Software, Inc. announced that Amy Walker, a nearly 14-year Paycom veteran who has overseen its outside sales team as Executive Vice President of Outside Sales since November 2023, will expand her role to now include emerging markets and client relations. As Executive Vice President of Sales, Walker replaces Holly Faurot who is transitioning from Paycom’s Chief Sales Officer to a consulting role for the company, where she will focus on client success. Walker started as a sales representative in Paycom’s St. Louis office and quickly rose through the ranks in the sales organization. She opened and managed several sales offices and regions prior to her role as Executive Vice President of Outside Sales.お知らせ • Mar 29Paycom Software, Inc., Annual General Meeting, Apr 29, 2024Paycom Software, Inc., Annual General Meeting, Apr 29, 2024, at 11:00 Central Daylight. Location: Gaillardia, 5300 Gaillardia Boulevard Oklahoma City United States Agenda: To elect three Class II directors, each to serve until the date of the 2027 annual meeting of stockholders and until his or her successor has been duly elected and qualified, or his or her earlier death, resignation or removal; to ratify the appointment of Grant Thornton LLP as company independent registered public accounting firm for the year ending December 31, 2024; and to approve, on an advisory basis, the compensation of our named executive officers.Upcoming Dividend • Feb 23Upcoming dividend of US$0.38 per shareEligible shareholders must have bought the stock before 01 March 2024. Payment date: 18 March 2024. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of German dividend payers (5.3%). Lower than average of industry peers (2.3%).Reported Earnings • Feb 08Full year 2023 earnings released: EPS: US$5.91 (vs US$4.86 in FY 2022)Full year 2023 results: EPS: US$5.91 (up from US$4.86 in FY 2022). Revenue: US$1.69b (up 23% from FY 2022). Net income: US$340.8m (up 21% from FY 2022). Profit margin: 20% (in line with FY 2022). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.お知らせ • Feb 08+ 1 more updatePaycom Software, Inc. Provides Revenue Guidance for the Fourth Quarter and Full Year Ending December 31, 2024Paycom Software, Inc. provided revenue guidance for the fourth quarter and full year ending December 31, 2024. For the quarter, the company expected total revenue to be in the range of $494 million to $497 million. For the full year, the company expected total revenue to be in the range of $1.860 billion to $1.885 billion.New Risk • Feb 07New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.6% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Shareholders have been diluted in the past year (3.6% increase in shares outstanding). Significant insider selling over the past 3 months (€1.5m sold).お知らせ • Feb 06Paycom Software, Inc. Announces Quarterly Cash Dividend, Payable on March 18, 2024Paycom Software, Inc. announced that its Board of Directors declared a cash dividend in the amount of $0.375 per share of common stock, to be paid on March 18, 2024, to all stockholders of record as of the close of business on March 4, 2024.お知らせ • Jan 19Paycom Software, Inc. to Report Q4, 2023 Results on Feb 07, 2024Paycom Software, Inc. announced that they will report Q4, 2023 results at 4:00 PM, US Eastern Standard Time on Feb 07, 2024お知らせ • Dec 22Robbins Geller Rudman & Dowd LLP Files Class Action Lawsuit Against Paycom Software, IncRobbins Geller Rudman & Dowd LLP announces that purchasers of Paycom Software, Inc. common stock between February 9, 2022 and October 31, 2023, inclusive, have until January 9, 2024 to seek appointment as lead plaintiff of the Paycom class action lawsuit. Captioned Caloto v. Paycom Software, Inc., No. 23-cv-11086 (S.D.N.Y.), the Paycom class action lawsuit charges Paycom and certain of its top executives with violations of the Securities Exchange Act of 1934. A previously filed complaint, captioned Ventrillo v. Paycom Software, Inc., No. 23-cv-01019, is pending in the Western District of Oklahoma. Paycom provides cloud-based human resources and payroll functions for small to mid-sized companies. In July 2021, Paycom officially rolled out a new application called “Beti,” which stands for Better Employee Transaction Interface, as an enhancement to Paycom’s then-existing payroll offerings. The Paycom class action lawsuit alleges that defendants throughout the Class Period made false and/or misleading statements and/or failed to disclose that: (i) Paycom had been relying upon a significant, but undisclosed, amount of one-off payroll correction fees to fuel its outsized revenue growth; (ii) increased adoption of Beti by Paycom’s payroll customers was cannibalizing the fees Paycom had previously been charging to correct common payroll mistakes and to provide related services; and (iii) the increased Beti adoption was decreasing Paycom’s gross profit margins. On August 1, 2023, Paycom announced its gross margin for the second quarter of 2023 declined from 84.2% to 83.2%. Paycom further projected revenue guidance for the third quarter of 2023 between $410 million to $412 million, below market expectations. Then, on October 31, 2023, Paycom disclosed that increased Beti adoption had been cannibalizing the one-off fees Paycom had previously been receiving for correcting payroll errors and that Paycom had been relying on those additional payroll correction fees to support its past outsized revenue growth. The plaintiff is represented by Robbins Geller, which has extensive experience in prosecuting investor class actions including actions involving financial fraud.お知らせ • Dec 13Paycom Software, Inc. Releases DDX Update Based on Latest EY FindingsPaycom Software, Inc. announced updated cost estimates of data entry and HR tasks within its usage management analytics tool, Direct Data Exchange (DDX). These figures are based on the latest findings by professional services firm Ernst & Young (EY), who found the average cost of a single manual data entry made by an HR professional increased from $4.70 to $4.78. An HR product, DDX gives employers insights into efficiencies gained through employee usage of HR technology. It provides a real-time estimated return on investment for that usage based on EY's research, which is reflected in Paycom's industry-first product. EY regularly updates its calculations by applying inflation factors to survey data. This year's study also includes consideration for manual payroll tasks completed by HR professionals. When payroll tasks are included, the average cost of a Single manual data entry rises from $4.78 to $5.35. These estimated costs are only averages. EY also concluded that the cost per data entry of each task varies and can be as much as $21.18. Additionally, according to EY's annual research, the cost per HR task has continued to increase across every category of HR data -- such as expense management, personal information and more -- since the original survey launched in 2018. Paycom's DDX automatically calculates these costs for clients so they can, in turn, drive employee usage of Paycom's Employee Self-Service technology. With the launch of DDX, Paycom became the first in the human capital management industry to provide a tool that assists employers in determining what appropriate employee usage of HR technology looks like and how to measure it.New Risk • Dec 09New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €1.5m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (12% average weekly change). Minor Risk Significant insider selling over the past 3 months (€1.5m sold).Recent Insider Transactions • Dec 09Chief Administrative Officer recently sold €1.5m worth of stockOn the 6th of December, Jason Clark sold around 9k shares on-market at roughly €171 per share. This transaction amounted to 17% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €2.0m more than they bought in the last 12 months.お知らせ • Dec 06Paycom Software, Inc. Launches GONE, Automating Time-Off Request DecisionsPaycom Software, Inc. announced the launch of its next step in automation, GONE™, a feature that facilitates decision-making for time-off requests. Businesses can now automate time-off decisions to best fit their needs using a customizable decision engine for time-off approval and denial, including staffing needs, consecutive days requested, individual employee hours worked, level of seniority and more. Through enhanced automation, GONE standardizes time-off management with policy-compliant decisioning designed to ensure fairness, timeliness and regulatory compliance. For businesses and their employees, GONE helps eliminate: waiting on or tracking down time-off decisions updating incorrect time-off information for payroll; losing employees’ trust due to time-off guidelines being unclear or unfair; being understaffed because of poor time-off management and unapproving time-off approval or mediating time-off denial disputes.お知らせ • Nov 22Paycom Software, Inc. Announces Management Changes, Effective December 4, 2023On November 17, 2023, the Board of Directors of Paycom Software, Inc. approved the appointment of Jason D. Clark as Chief Administrative Officer of the Company, effective December 4, 2023. In this role, Mr. Clark will oversee certain administrative operations for the Company. Mr. Clark, 53, has served as a member of the Board since August 2014 and currently serves as a member of the Board’s Audit Committee and as chairperson of the Board’s Nominating and Corporate Governance Committee. He is also a member of the Board committee that oversees the Company’s stock repurchase plan. Mr. Clark will resign from such Board and committee positions immediately prior to assuming his duties as Chief Administrative Officer on December 4, 2023. Effective on and subject to Mr. Clark’s resignation from the Board, the size of the Board will be reduced from eight to seven directors. Mr. Clark has served as President and Chief Executive Officer of CompSource Mutual Insurance Company since March 2009. He has over 30 years of experience in the insurance industry specializing in workers’ compensation insurance. Mr. Clark earned his Bachelor of Business Administration in Finance degree from the University of Central Oklahoma.Upcoming Dividend • Nov 17Upcoming dividend of US$0.38 per share at 0.9% yieldEligible shareholders must have bought the stock before 24 November 2023. Payment date: 11 December 2023. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of German dividend payers (5.0%). Lower than average of industry peers (2.5%).お知らせ • Nov 15Federman & Sherwood Announces Filing of Securities Class Action Lawsuit in an Oklahoma Federal Court Against Paycom Software, Inc., Chad Richison and Craig BoelteFederman & Sherwood announced that on November 10, 2023, a class action lawsuit was filed in the United States District Court for the Western District of Oklahoma against Paycom Software, Inc., Chad Richison and Craig Boelte (Defendants). The Complaint alleges that defendants throughout the Class Period, which is May 3, 2023 through November 1, 2023, made materially false and/or misleading statements and/or failed to disclose that: (1) Paycom’s Beit product led to cannibalization of the Paycom’s services and revenues; (2) Paycom knew but failed to disclose that Beti was leading to cannibalization of Paycom’s services and revenues, and failed to warn of cannibalization as a general risk; (3) as a result of cannibalization of revenue, Paycom missed its expected third quarter of 2023 revenue and would have to revise its expected 2023 revenues; (4) the cannibalization issue resulted in projected 2024 year-over-year revenue growth to between 10% and 12%, well below expectations; and (5) as a result, defendants’ statements about its business, operations, and prospects were materially false and misleading and/or lacked a reasonable basis at all relevant times. Plaintiffs seek to recover damages on behalf of all Paycom Software, Inc., investors who purchased Paycom securities during the Class Period. Investor may move the Court no later than January 9, 2024, to serve as a lead plaintiff for the Class. However, to do so, must meet certain legal requirements pursuant to the Private Securities Litigation Reform Act of 1995 (PSLRA).お知らせ • Nov 01Paycom Software, Inc. Provides Revenue Guidance for the Fourth Quarter and Full Year Ending December 31, 2023Paycom Software, Inc. provided revenue guidance for the fourth quarter and full year ending December 31, 2023. for the quarter, the company expects total revenue in the range of $420 million to $425 million.For the full year, the company expects total revenue in the range of $1.679 billion to $1.684 billion.Reported Earnings • Nov 01Third quarter 2023 earnings released: EPS: US$1.30 (vs US$0.90 in 3Q 2022)Third quarter 2023 results: EPS: US$1.30 (up from US$0.90 in 3Q 2022). Revenue: US$406.3m (up 22% from 3Q 2022). Net income: US$75.2m (up 44% from 3Q 2022). Profit margin: 19% (up from 16% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.お知らせ • Oct 31Paycom Software, Inc. Announces Quarterly Cash Dividend, Payable on December 11, 2023Paycom Software, Inc. announced that its Board of Directors declared a cash dividend in the amount of $0.375 per share of common stock, to be paid on December 11, 2023, to all stockholders of record as of the close of business on November 27, 2023.お知らせ • Oct 12Paycom Software, Inc. to Report Q3, 2023 Results on Oct 31, 2023Paycom Software, Inc. announced that they will report Q3, 2023 results After-Market on Oct 31, 2023Upcoming Dividend • Aug 18Upcoming dividend of US$0.38 per share at 0.5% yieldEligible shareholders must have bought the stock before 25 August 2023. Payment date: 11 September 2023. Payout ratio is a comfortable 6.9% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (2.8%).お知らせ • Aug 03+ 1 more updatePaycom Software, Inc. Provides Consolidated Earnings Guidance for the Third Quarter Ending September 30, 2023 and Full Year Ending December 31, 2023Paycom Software, Inc. provided consolidated earnings guidance for the third quarter ending September 30, 2023 and full year ending December 31, 2023. For the third quarter ending September 30, 2023, the company expects total revenues in the range of $410 million to $412 million.For the full year ending December 31, 2023, the company expects total revenues in the range of $1.715 billion to $1.717 billion.Reported Earnings • Aug 02Second quarter 2023 earnings released: EPS: US$1.11 (vs US$0.99 in 2Q 2022)Second quarter 2023 results: EPS: US$1.11 (up from US$0.99 in 2Q 2022). Revenue: US$401.1m (up 27% from 2Q 2022). Net income: US$64.5m (up 13% from 2Q 2022). Profit margin: 16% (down from 18% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 01Paycom Software, Inc. Declares Quarterly Cash Dividend, Payable on September 11, 2023Paycom Software, Inc. announced that its Board of Directors declared a cash dividend in the amount of $0.375 per share of common stock, to be paid on September 11, 2023, to all stockholders of record as of the close of business on August 28, 2023.Buying Opportunity • Jul 20Now 21% undervaluedOver the last 90 days, the stock is up 17%. The fair value is estimated to be €406, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 21%. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings is also forecast to grow by 18% per annum over the same time period.お知らせ • Jul 12Paycom Software, Inc. to Report Q2, 2023 Results on Aug 01, 2023Paycom Software, Inc. announced that they will report Q2, 2023 results After-Market on Aug 01, 2023お知らせ • Jun 29Paycom Introduces Client Action CenterPaycom Software, Inc. announced the launch of its latest development, Client Action Center. The intuitive dashboard, available in the Paycom mobile app, makes it even easier for its clients to take action and get updates on banking and tax-related items from the office or on the go. Designed for payroll administrators, Client Action Center creates instant visibility into wire transfers, providing real-time updates and insights. Administrators can view the status of regular and drawdown wires, as well as wire reception, all in the same mobile app or from their desktop. Organizations can also monitor their tax health with a comprehensive view of tax accounts and pending and missing account numbers. Within the dashboard, administrators can access: tax rates for paid family leave, disability and SUTA unemployment; tax profiles and any discrepancies.お知らせ • Jun 20Paycom Software, Inc.(NYSE:PAYC) dropped from S&P Software & Services Select Industry IndexPaycom Software, Inc.(NYSE:PAYC) dropped from S&P Software & Services Select Industry IndexRecent Insider Transactions • Jun 01Independent Director recently sold €112k worth of stockOn the 25th of May, Jason Clark sold around 430 shares on-market at roughly €260 per share. This transaction amounted to 7.8% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €283k. Insiders have been net sellers, collectively disposing of €758k more than they bought in the last 12 months.お知らせ • May 17Paycom Announces Quarterly Cash Dividend, Payable on June 12, 2023Paycom Software, Inc. announced that its Board of Directors declared a cash dividend in the amount of $0.375 per share of common stock, to be paid on June 12, 2023, to all stockholders of record as of the close of business on May 30, 2023.Buying Opportunity • May 05Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 19%. The fair value is estimated to be €328, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 21%. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings is also forecast to grow by 20% per annum over the same time period.Reported Earnings • May 03First quarter 2023 earnings released: EPS: US$2.06 (vs US$1.59 in 1Q 2022)First quarter 2023 results: EPS: US$2.06 (up from US$1.59 in 1Q 2022). Revenue: US$451.6m (up 28% from 1Q 2022). Net income: US$119.3m (up 30% from 1Q 2022). Profit margin: 26% (in line with 1Q 2022). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Recent Insider Transactions • Mar 18Independent Director recently sold €283k worth of stockOn the 15th of March, Jason Clark sold around 1k shares on-market at roughly €264 per share. This transaction amounted to 18% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €6.3m more than they bought in the last 12 months.Reported Earnings • Feb 08Full year 2022 earnings released: EPS: US$4.86 (vs US$3.39 in FY 2021)Full year 2022 results: EPS: US$4.86 (up from US$3.39 in FY 2021). Revenue: US$1.38b (up 30% from FY 2021). Net income: US$281.4m (up 44% from FY 2021). Profit margin: 21% (up from 19% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 08Paycom Software, Inc. Provides Revenue Guidance for the Quarter Ending March 31, 2023 and the Year Ending December 31, 2023Paycom Software, Inc. provided the revenue guidance for the quarter ending March 31, 2023 and the year ending December 31, 2023. For the quarter, the company expects total revenues in the range of $443 million to $445 million.For the year, the company expects total revenues in the range of $1.700 billion to $1.702 billion.Buying Opportunity • Jan 25Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be €368, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 11%. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings is also forecast to grow by 23% per annum over the same time period.お知らせ • Jan 18Paycom Software, Inc. to Report Q4, 2022 Results on Feb 07, 2023Paycom Software, Inc. announced that they will report Q4, 2022 results at 4:00 PM, US Eastern Standard Time on Feb 07, 2023Buying Opportunity • Nov 05Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 16%. The fair value is estimated to be €385, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 11%. For the next 3 years, revenue is forecast to grow by 18% per annum. Earnings is also forecast to grow by 24% per annum over the same time period.決済の安定と成長配当データの取得安定した配当: 配当金の支払いは安定していますが、 0PYが配当金を支払っている期間は 10 年未満です。増加する配当: 0PYは3年間のみ配当金を支払っており、それ以降支払額は増加していません。配当利回り対市場Paycom Software 配当利回り対市場0PY 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (0PY)1.2%市場下位25% (DE)1.5%市場トップ25% (DE)4.6%業界平均 (Professional Services)3.1%アナリスト予想 (0PY) (最長3年)1.3%注目すべき配当: 0PYの配当金 ( 1.19% ) はGerman市場の配当金支払者の下位 25% ( 1.48% ) と比べると目立ったものではありません。高配当: 0PYの配当金 ( 1.19% ) はGerman市場の配当金支払者の上位 25% ( 4.58% ) と比較すると低いです。株主への利益配当収益カバレッジ: 0PY の配当性向 (13.1%) は低いため、配当金の支払いは利益によって十分にカバーされます。株主配当金キャッシュフローカバレッジ: 0PYは低い 現金配当性向 ( 15.8% ) であるため、配当金の支払いはキャッシュフローによって十分にカバーされています。高配当企業の発掘7D1Y7D1Y7D1YDE 市場の強力な配当支払い企業。View Management企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/07 11:01終値2026/05/06 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Paycom Software, Inc. 19 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。35 アナリスト機関Mark MarconBairdRaimo LenschowBarclaysDaniel JesterBMO Capital Markets Equity Research32 その他のアナリストを表示
お知らせ • May 06+ 1 more updatePaycom Software, Inc. Declares Quarterly Cash Dividend, Payable on June 8, 2026Paycom Software, Inc. announced that its Board of Directors declared a cash dividend in the amount of $0.375 per share of common stock, to be paid on June 8, 2026, to all stockholders of record as of the close of business on May 26, 2026.
お知らせ • Feb 11Paycom Software, Inc. Announces Quarterly Cash Dividend, payable on March 23, 2026Paycom Software, Inc. announced that its Board of Directors declared a cash dividend in the amount of $0.375 per share of common stock, to be paid on March 23, 2026, to all stockholders of record as of the close of business on March 9, 2026.
お知らせ • Nov 04Paycom Software, Inc. Announces Quarterly Cash Dividend, Payable on December 8, 2025Paycom Software, Inc. announced that its Board of Directors declared a cash dividend in the amount of $0.375 per share of common stock, to be paid on December 8, 2025, to all stockholders of record as of the close of business on November 24, 2025.
お知らせ • Aug 05Paycom Software, Inc. Declares Quarterly Cash Dividend, Payable on September 8, 2025Paycom Software, Inc. announced that its Board of Directors declared a cash dividend in the amount of $0.375 per share of common stock, to be paid on Sept. 8, 2025, to all stockholders of record as of the close of business on Aug. 25, 2025.
お知らせ • May 06Paycom Software, Inc. Declares Quarterly Cash Dividend, Payable on June 9, 2025Paycom Software, Inc. announced that its Board of Directors declared a cash dividend in the amount of $0.375 per share of common stock, to be paid on June 9, 2025, to all stockholders of record as of the close of business on May 27, 2025.
お知らせ • Feb 11Paycom Software, Inc. Announces Quarterly Cash Dividend, Payable on March 24, 2025Paycom Software, Inc. announced that its Board of Directors declared a cash dividend in the amount of $0.375 per share of common stock, to be paid on March 24, 2025, to all stockholders of record as of the close of business on March 10, 2025.
お知らせ • May 06+ 1 more updatePaycom Software, Inc. Declares Quarterly Cash Dividend, Payable on June 8, 2026Paycom Software, Inc. announced that its Board of Directors declared a cash dividend in the amount of $0.375 per share of common stock, to be paid on June 8, 2026, to all stockholders of record as of the close of business on May 26, 2026.
お知らせ • Apr 22Paycom Software, Inc. to Report Q1, 2026 Results on May 06, 2026Paycom Software, Inc. announced that they will report Q1, 2026 results at 4:00 PM, Eastern Standard Time on May 06, 2026
お知らせ • Apr 04Paycom Software, Inc., Annual General Meeting, May 04, 2026Paycom Software, Inc., Annual General Meeting, May 04, 2026. Location: gaillardia, 5300 gaillardia boulevard, oklahoma city 73142, oklahoma United States
お知らせ • Mar 11Paycom Software, Inc. Announces Launch of Career and Succession Planning ToolPaycom Software, Inc. announced the launch of Career and Succession Planning, an automated tool to easily identify successors for companywide roles, assess bench strength and ensure talent management and development. Career and Succession Planning seamlessly syncs with employee, performance and learning data in Paycom’s single database, giving leaders real-time visibility into successor readiness and bench strength to confidently plan for the future. Key features include a unified visual dashboard, actionable analytics, 9-box talent mapping, side-by-side talent comparisons, talent profiles search and automated match scoring to help ensure consistent decisioning criteria across the organization. The tool automatically populates employee data to help organizations track key positions, assign successors and compare talent. The talent matching tool looks at variables including tenure, technical skills, leadership competencies, performance ratings and other workforce indicators, eliminating guesswork and outdated data.
お知らせ • Feb 20Paycom Software, Inc. Appoints Shane Hadlock as President, Effective from February 18, 2026On February 18, 2026, the Board of Directors of Paycom Software, Inc. appointed Shane Hadlock, as President of the Company, effective from February 18, 2026. Mr. Hadlock's new title is President and Chief Client Officer, and he will perform the functions of the Company's sole principal operating officer. Randy Peck, the Company's Chief Operating Officer, will report to Mr. Hadlock. Chad Richison will continue to serve as the Company's Chief Executive Officer and Chairman of the Board. Prior to his promotion, Mr. Hadlock, 51, had served as the Company's Chief Client Officer from October 2024 to August 2025 and as Chief Client Officer and Chief Technology Officer from August 2025 to February 2026. He works with groups across the Company, including operations, implementation and IT, and has more than 30 years of technology experience, including nearly 14 years at the Company. Mr. Hadlock served as the Company's Executive Vice President of Information Technology and Information Security from May 2018 to October 2024, following six years as the Company's Director of IT. Before joining Paycom, Hadlock served in multiple leadership roles at Hertz over a 10-year tenure, gaining extensive expertise in enterprise systems, operational transformation and customer-centric technology strategy. He earned his bachelor's degree in computer science and a Master of Business Administration at the University of Central Oklahoma.
お知らせ • Feb 12Paycom Software, Inc. Provides Financial Guidance for the Year Ending December 31, 2026Paycom Software, Inc. provided financial guidance for the year ending December 31, 2026. Total revenue in the range of $2.175 billion to $2.195 billion, representing year-over-year growth between 6% and 7%. Recurring and other revenue growth between 7% and 8% year over year.
お知らせ • Feb 11Paycom Software, Inc. Announces Quarterly Cash Dividend, payable on March 23, 2026Paycom Software, Inc. announced that its Board of Directors declared a cash dividend in the amount of $0.375 per share of common stock, to be paid on March 23, 2026, to all stockholders of record as of the close of business on March 9, 2026.
お知らせ • Jan 24Paycom Software, Inc. Announces Executive ChangesPaycom Software, Inc. announced that Jeff York is returning to serve as chief sales officer (CSO), effective January 23, 2026. York previously served as CSO at Paycom from 2007 to 2021 and has since been serving as Paycom’s Leadership Strategist. York has more than three decades of sales experience and has held a variety of sales management positions where he has hired and developed many decorated executives. Under York’s leadership, Paycom’s sales force was named one of the 50 Best Companies to Sell For in the U.S., and his sales organization propelled Paycom to be named one of Fortune magazine’s 100 Fastest-Growing Companies for four consecutive years. Amy Walker, the outgoing Chief Sales Officer, is transitioning from Paycom’s CSO to a consulting role for the company.
お知らせ • Jan 22Paycom Software, Inc. to Report Q4, 2025 Results on Feb 11, 2026Paycom Software, Inc. announced that they will report Q4, 2025 results at 4:00 PM, Eastern Standard Time on Feb 11, 2026
お知らせ • Nov 04Paycom Software, Inc. Announces Quarterly Cash Dividend, Payable on December 8, 2025Paycom Software, Inc. announced that its Board of Directors declared a cash dividend in the amount of $0.375 per share of common stock, to be paid on December 8, 2025, to all stockholders of record as of the close of business on November 24, 2025.
お知らせ • Oct 16Paycom Software, Inc. to Report Q3, 2025 Results on Nov 05, 2025Paycom Software, Inc. announced that they will report Q3, 2025 results After-Market on Nov 05, 2025
お知らせ • Oct 15Paycom Software, Inc. Releases Updates to Its Usage Management Analytics Tool, Direct Data ExchangePaycom Software, Inc. released updates to its usage management analytics tool, Direct Data Exchange®?, based on an updated report from professional services firm EY, estimating the labor and nonlabor costs of common HR tasks. According to EY, the average cost of manual data entry by an HR professional reached $4.86per instance in 2025, up from an average of $4.78 in 2023. Additionally, the cost per HR task has continued to rise across all HR categories, including expense management, onboarding, benefits enrollment, time management and more, since the survey was first conducted in 2018. Paycom uses EY's data to measure costs for manual data entry and HR tasks in Direct Data Exchange. Direct Data Exchange provides an overview of how employees use the self-service side of Paycom's software, highlighting the savings companies achieve through employee usage and adoption of automated HR processes. With EY's inclusion of new HR tasks in its 2025 study, Direct Data Exchange can now account for the potential cost savings of Paycom's new command-driven AI engine, I want. I want offers an easy and automated way to find employee information, eliminating the need to navigate through the software. Without I want, HR or managers searching for information about their employees results in an estimated labor cost of $11.75 per instance, primarily due to the time required to locate the correct information. EY's cost estimates vary for each manual task, reaching as high as $23.27 per instance of manually obtaining information to compare benefit plans. The report indicates that labor costs continue to account for nearly all the total costs associated with manual HR tasks, suggesting that automating these tasks could lead to significant financial savings. Direct Data Exchange helped identify $5 million in savings for The Kraft Group, parent company of the New England Patriots, through its use of Paycom. The client credits its smooth and superior user experience to Paycom's comprehensive automation. EY routinely updates its report by conducting additional surveys and applying inflation factors to its data. The HR task with the largest increase in estimated cost since EY's 2023 report was manual payroll creation, which rose by $5.73 to a total of $20.83 per instance. When EY factored in manual payroll tasks, the report's overall average cost per data entry increased from $4.86 to $5.68, up from $5.35 in 2023. Paycom's industry-first payroll tool, Beti®?, automates the process. It self-starts each pay period by pulling live data, identifying errors and then guiding employees to resolve them before submission, ensuring accuracy every payday. This tool reduced labor costs for payroll processing by 90% and saved HR and accounting teams over 2,600 hours annually.
お知らせ • Sep 19Paycom Software, Inc. Announces Board and Committee Changes, Effective September 30, 2025Paycom Software, Inc. announced that on September 16, 2025, Felicia Williams notified the Board of Directors the company of her retirement from the Board and all committees thereof, effective September 30, 2025. Effective as of Ms. Williams’s retirement, the size of the Board will be reduced from eight to seven directors. Ms. Williams’s retirement is not in connection with any disagreement with the Company on any matter relating to the Company’s operations, policies or practices. Frederick C. Peters II will replace Ms. Williams as the chairperson of the audit committee of the Board, effective as of Ms. Williams’s retirement.
お知らせ • Aug 19Paycom Software, Inc. Announces Executive Appointments, Effective August 18, 2025Paycom Software, Inc. announced the expanded role of Shane Hadlock as it’s chief client officer and chief technology officer and the promotion of Rachael Gannon to chief automation officer, effective August 18, 2025. Brad Smith has been named the company’s senior technical strategist and will continue reporting to CEO Chad Richison. As chief technology officer, Hadlock will oversee it’s IT department, while maintaining his chief client officer role and leadership of Paycom’s client service groups. Hadlock has more than 30 years of technology experience. Prior to being named chief client officer, he led multiple IT functions at Paycom for nearly 14 years, including the role of executive vice president of Information Technology and Information Security for six years. Before joining Paycom, he served for 10 years in a number of leadership roles at Hertz. Gannon joined the company in 2013 and stepped in to lead the Product department in 2023. Most recently, she served as executive vice president of Product and Development. As chief automation officer, Gannon will lead the Software department and be responsible for driving Paycom's overall product strategy, working closely with cross-functional teams to deliver innovative solutions that drive even more client value and return on investment. She has served in various roles at Paycom, including as executive vice president of Product and several product management leadership roles after being a key member of Paycom’s service department. Smith joined Paycom in 2005, holding roles as director of Software Development and director of Information Technology before being named chief information officer in 2018. Under his leadership, Paycom’s technology has grown exponentially, and Smith has been instrumental in implementing scalable solutions.
お知らせ • Aug 07Paycom Software, Inc. Provides Earnings Guidance for the Year Ending December 31, 2025Paycom Software, Inc. provided earnings guidance for the year ending December 31, 2025. For the year, the company expects total revenues in the range of $2.045 billion to $2.055 billion, representing year-over-year growth of approximately 9% at the midpoint. Recurring and other revenue growth of approximately 10% year over year.
お知らせ • Aug 05Paycom Software, Inc. Declares Quarterly Cash Dividend, Payable on September 8, 2025Paycom Software, Inc. announced that its Board of Directors declared a cash dividend in the amount of $0.375 per share of common stock, to be paid on Sept. 8, 2025, to all stockholders of record as of the close of business on Aug. 25, 2025.
お知らせ • Jul 30Paycom Software, Inc. Unveils IWant: Command-Driven Ai Engine with Accurate, Rapid ResultsPaycom Software, Inc. announced the launch of I want, the industry's first command-driven AI engine that revolutionizes the way all users navigate and access their information within a single database. Users can prompt I want by utilizing voice-to-text functionality or by simply typing a question, and the AI engine immediately provides the answer or directs them to the appropriate location to interact with their information. I want is designed to return results that will always be accurate because it pulls from employee data entered into Paycom's single database, not from multiple sources. This eliminates issues created by duplicate or inconsistent data. With I want, Paycom users gain an easy, automated avenue for seeking information about employee data without having to navigate through the software. For employees: I want assists employees with fast answers about their employee data, including time-off balances, 401(k) contribution percentages, schedules, tax withholdings, paycheck amounts, pay history, benefits and more. For HR, C-suite and managers: I want supports HR teams and makes an organization's leaders smarter by providing instant employee information about coverage thresholds, time-off schedules, overdue trainings, pay changes, who's clocked in for the day, time-off requests, salary information, employment history, performance reviews and more.
お知らせ • Jul 17Paycom Software, Inc. to Report Q2, 2025 Results on Aug 06, 2025Paycom Software, Inc. announced that they will report Q2, 2025 results at 4:00 PM, Eastern Standard Time on Aug 06, 2025
お知らせ • May 28Paycom Software, Inc.'s AI-Powered Ask Here Enhances Employee Inquiry ExperiencePaycom Software, Inc. has enhanced its Ask Here tool, which uses AI to produce answers to employee questions, reducing response times and administrative burdens for organizations. A centralized hub for all employee questions, Ask Here powered by AI search instantly answers inquiries by scanning preloaded company policies, documentation and saved responses. Topics can also be preloaded based on common employee questions across departments like accounting, benefits, maintenance, security, community relationships and more. For more complex or sensitive inquiries, the software routes the inquiry to the appropriate person in the organization. With the AI-powered search, businesses can expect benefits such as: faster response times to employee questions; easier management of mass employee inquiries; standardization of company responses; easy access to Ask Here through Employee Self-Service; reduced employee frustration in finding the right person to ask; a centralized communication command center. The Ask Here enhancement also provides businesses with deeper insights into inquiry trends and important topics for employees. This enhancement further addresses a common challenge among employees. A recent Paycom general population survey of 2,200 U.S.-based full-time employees revealed employees are most likely to need an urgent response from human resources about their paycheck (56%), benefits (54%), time-off requests (32%) and other key issues like performance reviews and investments.
お知らせ • May 08Paycom Software, Inc. Provides Earnings Guidance for the Year Ending December 31, 2025Paycom Software, Inc. provided earnings guidance for the year ending December 31, 2025. For the period, the company expects total revenue in the range of $2.023 billion to $2.038 billion, representing year-over-year growth of approximately 8% at the midpoint.
お知らせ • May 06Paycom Software, Inc. Declares Quarterly Cash Dividend, Payable on June 9, 2025Paycom Software, Inc. announced that its Board of Directors declared a cash dividend in the amount of $0.375 per share of common stock, to be paid on June 9, 2025, to all stockholders of record as of the close of business on May 27, 2025.
お知らせ • Apr 17Paycom Software, Inc. to Report Q1, 2025 Results on May 07, 2025Paycom Software, Inc. announced that they will report Q1, 2025 results After-Market on May 07, 2025
お知らせ • Apr 05Paycom Software, Inc., Annual General Meeting, May 05, 2025Paycom Software, Inc., Annual General Meeting, May 05, 2025. Location: gaillardia, 5300 gaillardia boulevard, oklahoma city, 73142, oklahoma United States
お知らせ • Feb 13+ 1 more updatePaycom Software, Inc. Announces Chief Financial Officer Changes, Effective February 21, 2025Paycom Software, Inc. announced the promotion of Bob Foster to chief financial officer (CFO), effective Feb. 21, 2025. He succeeds Craig Boelte, who is retiring after leading Paycom’s finance and accounting efforts for nearly 20 years. Foster joined the company in 2022 to lead Paycom’s growth strategy and later served as executive vice president of accounting and finance. As Paycom’s CFO, Foster will lead all accounting and finance functions, focusing on long-term planning, investor relations and overarching financial strategies. Prior to joining Paycom, Foster served eight years as CEO and chairman of a payroll company, significantly growing its revenue and expanding its offices. Prior to that, he served as a senior partner at Ernst & Young, managing several of the firm’s large accounts at the time. Boelte joined Paycom as CFO in 2006. He leaves Paycom with nearly 40 years of experience in accounting, human resources and workforce management. Boelte successfully led Paycom’s transition from a small private company to an S&P 500 publicly traded company and has been instrumental in its financial success throughout the years.
お知らせ • Feb 11Paycom Software, Inc. Announces Quarterly Cash Dividend, Payable on March 24, 2025Paycom Software, Inc. announced that its Board of Directors declared a cash dividend in the amount of $0.375 per share of common stock, to be paid on March 24, 2025, to all stockholders of record as of the close of business on March 10, 2025.
お知らせ • Jan 20Paycom Software, Inc. to Report Q4, 2024 Results on Feb 12, 2025Paycom Software, Inc. announced that they will report Q4, 2024 results After-Market on Feb 12, 2025
お知らせ • Dec 14Paycom Software, Inc. Appoints Joe Binz to Its Board of Directors and on the Audit CommitteePaycom Software, Inc. announced the appointment of Joe Binz to Paycom’s board of directors, effective Dec. 10, 2024. Binz currently serves as chief financial officer at Atlassian, where he is responsible for its global finance organization and oversees the company’s accounting, finance, internal audit, investor relations, tax, treasury and procurement teams. He has more than 30 years of financial leadership experience in the technology industry. Prior to joining Atlassian, Binz held management roles at Microsoft, where he led the company’s finance functions and guided its business transformation to the cloud. Binz also spent eight years at Intel Corporation, where he held a variety of finance roles supporting manufacturing operations, product groups and Intel Capital. Binz holds a Bachelor of Science degree in finance from the University of Illinois Urbana-Champaign and a Master of Business Administration degree from the University of Michigan’s Ross School of Business. Mr. Binz was also appointed to serve on the audit committee of the Board.
Valuation Update With 7 Day Price Move • Nov 07Investor sentiment improves as stock rises 30%After last week's 30% share price gain to €215, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 15x in the Professional Services industry in Europe. Total loss to shareholders of 49% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €243 per share.
Declared Dividend • Nov 03Third quarter dividend of US$0.38 announcedShareholders will receive a dividend of US$0.38. Ex-date: 25th November 2024 Payment date: 9th December 2024 Dividend yield will be 0.7%, which is lower than the industry average of 1.8%. Payout Ratios Payout ratio: 18%. Cash payout ratio: 27%.
Reported Earnings • Nov 01Third quarter 2024 earnings released: EPS: US$1.31 (vs US$1.30 in 3Q 2023)Third quarter 2024 results: EPS: US$1.31. Revenue: US$451.9m (up 11% from 3Q 2023). Net income: US$73.3m (down 2.6% from 3Q 2023). Profit margin: 16% (down from 19% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Professional Services industry in Europe.
お知らせ • Oct 31Paycom Software, Inc. Provides Earnings Guidance for the Quarter and the Year Ending December 31, 2024Paycom Software, Inc. provided earnings guidance for the quarter and the year ending December 31, 2024. For the quarter, the company expected total revenues in the range of $477 million to $484 million. For the year, the company expected total revenues in the range of $1.866 billion to $1.873 billion.
お知らせ • Oct 29Paycom Software, Inc Declares Quarterly Cash Dividend, Payable on December 9, 2024Paycom Software, Inc. announced that its Board of Directors declared a cash dividend in the amount of $0.375 per share of common stock, to be paid on December 9, 2024, to all stockholders of record as of the close of business on November 25, 2024.
お知らせ • Oct 10Paycom Software, Inc. to Report Q3, 2024 Results on Oct 30, 2024Paycom Software, Inc. announced that they will report Q3, 2024 results After-Market on Oct 30, 2024
お知らせ • Sep 23Paycom Software, Inc.(NYSE:PAYC) dropped from FTSE All-World Index (USD)Paycom Software, Inc.(NYSE:PAYC) dropped from FTSE All-World Index (USD)
Upcoming Dividend • Aug 19Upcoming dividend of US$0.38 per shareEligible shareholders must have bought the stock before 26 August 2024. Payment date: 09 September 2024. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (2.3%).
Recent Insider Transactions • Aug 16CFO & Treasurer recently sold €1.7m worth of stockOn the 12th of August, Craig Boelte sold around 12k shares on-market at roughly €143 per share. This transaction amounted to 4.0% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Craig's only on-market trade for the last 12 months.
Declared Dividend • Aug 05Second quarter dividend of US$0.38 announcedShareholders will receive a dividend of US$0.38. Ex-date: 26th August 2024 Payment date: 9th September 2024 Dividend yield will be 0.9%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (18% earnings payout ratio) and cash flows (27% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. EPS is expected to grow by 10% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Aug 01Second quarter 2024 earnings released: EPS: US$1.20 (vs US$1.11 in 2Q 2023)Second quarter 2024 results: EPS: US$1.20 (up from US$1.11 in 2Q 2023). Revenue: US$437.5m (up 9.1% from 2Q 2023). Net income: US$68.0m (up 5.4% from 2Q 2023). Profit margin: 16% (in line with 2Q 2023). Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.
お知らせ • Aug 01Craig Boelte Intends to Retire from Paycom Software, Inc. as CFO in the Next Nine to 12 MonthsOn July 31, 2024, Craig Boelte, Chief Financial Officer of Paycom Software, Inc., notified the Board of Directors of the Company that he intends to retire from his role as Chief Financial Officer in the next nine to 12 months.
New Risk • Aug 01New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.0% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Shareholders have been diluted in the past year (2.0% increase in shares outstanding). Significant insider selling over the past 3 months (€1.5m sold).
お知らせ • Aug 01Paycom Software, Inc. Provides Guidance for the Quarter Ending September 30, 2024 and the Year Ending December 31, 2024Paycom Software, Inc. provided guidance for the quarter ending September 30, 2024 and the year ending December 31, 2024. For the quarter, the company expects Total Revenues to be in the range of $444 million to $449 million. For the year, the company expects Total Revenues to be in the range of $1.860 billion to $1.875 billion.
お知らせ • Jul 31Paycom Announces Quarterly Cash Dividend, Payable on Sept. 9, 2024Paycom Software, Inc. announced that its Board of Directors declared a cash dividend in the amount of $0.375 per share of common stock, to be paid on Sept. 9, 2024, to all stockholders of record as of the close of business on Aug. 26, 2024.
お知らせ • Jul 18Paycom Software, Inc. Announces the Appointment of Archana Vemulapalli to Board of Directors, Effective July 30, 2024Paycom Software, Inc. announced the appointment of Archana Vemulapalli to Paycom’s board of directors, effective July 30, 2024. Vemulapalli has more than 23 years of technology leadership experience. She currently serves as corporate vice president of Global Commercial Sales and leads Global System Integrator/System Integrator alliances at Advanced Micro Devices (‘AMD’). Prior to joining AMD, she held management roles at Amazon Web Services (‘AWS’), where she served as head of Product and Global Strategy for data and AI and as general manager and head of Solutions Architecture for North America. Prior to AWS, Vemulapalli was the general manager and global chief technology officer for IBM’s Infrastructure Services business with direct oversight of its global portfolio strategy, software product development and offerings portfolio. In her role, she transformed product strategy, investments and management to drive infrastructure services growth globally. Prior to IBM, she served as chief technology officer for the Washington, D.C., government, where she held a key cabinet position overseeing the central technology agency that managed enterprise applications, infrastructure and delivery services. Vemulapalli has a master’s degree in leadership from Georgetown University and a master’s degree in telecommunications from the University of Pennsylvania. She earned her undergraduate degree in engineering from the University of Madras.
お知らせ • Jul 11Paycom Software, Inc. to Report Q2, 2024 Results on Jul 31, 2024Paycom Software, Inc. announced that they will report Q2, 2024 results After-Market on Jul 31, 2024
Recent Insider Transactions • Jun 03Founder recently sold €584k worth of stockOn the 30th of May, Chad Richison sold around 4k shares on-market at roughly €150 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Chad has been a net seller over the last 12 months, reducing personal holdings by €584k.
お知らせ • Jun 02Paycom Software, Inc. Announces Chief Executive Officer ChangesPaycom Software, Inc. announced that on May 29, 2024, for personal reasons, Christopher G. Thomas resigned from his position as Co-Chief Executive Officer of the Company, effective immediately. Chad Richison will continue to lead the Company as Chief Executive Officer, President and Chairman of the Board of Directors.
Valuation Update With 7 Day Price Move • Jun 01Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €134, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 16x in the Professional Services industry in Europe. Total loss to shareholders of 49% over the past three years.
お知らせ • Jun 01Paycom Software, Inc. Announces Management PromotionsPaycom Software, Inc. announced that Randy Peck, a 20-year Paycom veteran, has been appointed to serve as Paycom’s Chief Operating Officer, while Matt Paque and Jennifer Kraszewski have been promoted to Chief Legal Officer and Chief Human Resources Officer, respectively. Peck has served in vital roles across the organization, including most recently as Paycom’s Strategic Advisor to Executive Management. Prior to that, Peck held various positions in operations, client service, product management and sales, including Director of Software Strategy, Director of Operations and Director of Client Service, among others. Peck has more than 34 years of management experience in the payroll and HCM space. He earned his bachelor’s degree in finance from Oklahoma State University. Kraszewski, who previously served as Paycom’s Senior Executive Vice President of Human Resources, joined the Company in 2018. She has more than 25 years of HR leadership experience, driving transformative, business-focused human capital strategies in high-growth industries to achieve efficiencies, compliance and employee engagement. Under her leadership, Paycom has won numerous awards for its workplace culture, including Top Workplaces USA, Gallup’s Exceptional Workplace Award, Comparably’s Best Companies for Career Growth and Best Companies for Women, and America’s Greatest Workplaces for Parents and Families by Newsweek. Paque previously served as general counsel. In his new role, he will continue to oversee all legal affairs of the Company, including commercial, corporate governance, compliance and risk. He will continue to serve as Secretary of the Company as well. Paque has over 20 years’ experience as an attorney. Before joining Paycom in 2017, he worked in private practice and was assistant general counsel at a global publicly traded manufacturing company.
Upcoming Dividend • May 20Upcoming dividend of US$0.38 per shareEligible shareholders must have bought the stock before 24 May 2024. Payment date: 10 June 2024. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (2.3%).
Declared Dividend • May 06First quarter dividend of US$0.38 announcedShareholders will receive a dividend of US$0.38. Ex-date: 24th May 2024 Payment date: 10th June 2024 Dividend yield will be 0.9%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (18% earnings payout ratio) and cash flows (30% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. EPS is expected to grow by 8.5% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 04Paycom Software, Inc. Provides Earnings Guidance for the Quarter Ending June 30, 2024Paycom Software, Inc. provided earnings guidance for the quarter Ending June 30, 2024 and year ending December 31, 2024. For the quarter, the company expects total revenues in the range of $434 million to $438 million.
お知らせ • May 03Paycom Expands Automated Payroll with Beti into IrelandPaycom Software, Inc. announced it will expand its product offerings and geographic reach into Ireland. This latest development includes access to Beti®, an industry-first solution that empowers employees to do their own payroll. This expansion follows the company’s recent introduction of payroll services in Canada, Mexico and the U.K. It also follows the 2023 launch of Global HCM™, which increased a number of Paycom applications and tools in more than 180 countries and 15 languages and dialects. Now, Paycom will offer its single-software solution for HCM, payroll and tax filing to support organizations with employees in Ireland.
Buy Or Sell Opportunity • May 02Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to €153. The fair value is estimated to be €191, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 34%. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings are also forecast to grow by 0.7% per annum over the same time period.
New Risk • May 02New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.1% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. This is currently the only risk that has been identified for the company.
Reported Earnings • May 02First quarter 2024 earnings released: EPS: US$4.37 (vs US$2.06 in 1Q 2023)First quarter 2024 results: EPS: US$4.37 (up from US$2.06 in 1Q 2023). Revenue: US$499.9m (up 11% from 1Q 2023). Net income: US$247.2m (up 107% from 1Q 2023). Profit margin: 49% (up from 26% in 1Q 2023). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
お知らせ • Apr 30Paycom Software, Inc. Announces Quarterly Cash Dividend, Payable on June 10, 2024Paycom Software, Inc. announced that its Board of Directors declared a cash dividend in the amount of $0.375 per share of common stock, to be paid on June 10, 2024, to all stockholders of record as of the close of business on May 28, 2024.
お知らせ • Apr 11Paycom Software, Inc. to Report Q1, 2024 Results on May 01, 2024Paycom Software, Inc. announced that they will report Q1, 2024 results at 4:00 PM, US Eastern Standard Time on May 01, 2024
お知らせ • Apr 02Paycom Software, Inc. Announces Executive ChangesPaycom Software, Inc. announced that Amy Walker, a nearly 14-year Paycom veteran who has overseen its outside sales team as Executive Vice President of Outside Sales since November 2023, will expand her role to now include emerging markets and client relations. As Executive Vice President of Sales, Walker replaces Holly Faurot who is transitioning from Paycom’s Chief Sales Officer to a consulting role for the company, where she will focus on client success. Walker started as a sales representative in Paycom’s St. Louis office and quickly rose through the ranks in the sales organization. She opened and managed several sales offices and regions prior to her role as Executive Vice President of Outside Sales.
お知らせ • Mar 29Paycom Software, Inc., Annual General Meeting, Apr 29, 2024Paycom Software, Inc., Annual General Meeting, Apr 29, 2024, at 11:00 Central Daylight. Location: Gaillardia, 5300 Gaillardia Boulevard Oklahoma City United States Agenda: To elect three Class II directors, each to serve until the date of the 2027 annual meeting of stockholders and until his or her successor has been duly elected and qualified, or his or her earlier death, resignation or removal; to ratify the appointment of Grant Thornton LLP as company independent registered public accounting firm for the year ending December 31, 2024; and to approve, on an advisory basis, the compensation of our named executive officers.
Upcoming Dividend • Feb 23Upcoming dividend of US$0.38 per shareEligible shareholders must have bought the stock before 01 March 2024. Payment date: 18 March 2024. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of German dividend payers (5.3%). Lower than average of industry peers (2.3%).
Reported Earnings • Feb 08Full year 2023 earnings released: EPS: US$5.91 (vs US$4.86 in FY 2022)Full year 2023 results: EPS: US$5.91 (up from US$4.86 in FY 2022). Revenue: US$1.69b (up 23% from FY 2022). Net income: US$340.8m (up 21% from FY 2022). Profit margin: 20% (in line with FY 2022). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.
お知らせ • Feb 08+ 1 more updatePaycom Software, Inc. Provides Revenue Guidance for the Fourth Quarter and Full Year Ending December 31, 2024Paycom Software, Inc. provided revenue guidance for the fourth quarter and full year ending December 31, 2024. For the quarter, the company expected total revenue to be in the range of $494 million to $497 million. For the full year, the company expected total revenue to be in the range of $1.860 billion to $1.885 billion.
New Risk • Feb 07New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.6% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Shareholders have been diluted in the past year (3.6% increase in shares outstanding). Significant insider selling over the past 3 months (€1.5m sold).
お知らせ • Feb 06Paycom Software, Inc. Announces Quarterly Cash Dividend, Payable on March 18, 2024Paycom Software, Inc. announced that its Board of Directors declared a cash dividend in the amount of $0.375 per share of common stock, to be paid on March 18, 2024, to all stockholders of record as of the close of business on March 4, 2024.
お知らせ • Jan 19Paycom Software, Inc. to Report Q4, 2023 Results on Feb 07, 2024Paycom Software, Inc. announced that they will report Q4, 2023 results at 4:00 PM, US Eastern Standard Time on Feb 07, 2024
お知らせ • Dec 22Robbins Geller Rudman & Dowd LLP Files Class Action Lawsuit Against Paycom Software, IncRobbins Geller Rudman & Dowd LLP announces that purchasers of Paycom Software, Inc. common stock between February 9, 2022 and October 31, 2023, inclusive, have until January 9, 2024 to seek appointment as lead plaintiff of the Paycom class action lawsuit. Captioned Caloto v. Paycom Software, Inc., No. 23-cv-11086 (S.D.N.Y.), the Paycom class action lawsuit charges Paycom and certain of its top executives with violations of the Securities Exchange Act of 1934. A previously filed complaint, captioned Ventrillo v. Paycom Software, Inc., No. 23-cv-01019, is pending in the Western District of Oklahoma. Paycom provides cloud-based human resources and payroll functions for small to mid-sized companies. In July 2021, Paycom officially rolled out a new application called “Beti,” which stands for Better Employee Transaction Interface, as an enhancement to Paycom’s then-existing payroll offerings. The Paycom class action lawsuit alleges that defendants throughout the Class Period made false and/or misleading statements and/or failed to disclose that: (i) Paycom had been relying upon a significant, but undisclosed, amount of one-off payroll correction fees to fuel its outsized revenue growth; (ii) increased adoption of Beti by Paycom’s payroll customers was cannibalizing the fees Paycom had previously been charging to correct common payroll mistakes and to provide related services; and (iii) the increased Beti adoption was decreasing Paycom’s gross profit margins. On August 1, 2023, Paycom announced its gross margin for the second quarter of 2023 declined from 84.2% to 83.2%. Paycom further projected revenue guidance for the third quarter of 2023 between $410 million to $412 million, below market expectations. Then, on October 31, 2023, Paycom disclosed that increased Beti adoption had been cannibalizing the one-off fees Paycom had previously been receiving for correcting payroll errors and that Paycom had been relying on those additional payroll correction fees to support its past outsized revenue growth. The plaintiff is represented by Robbins Geller, which has extensive experience in prosecuting investor class actions including actions involving financial fraud.
お知らせ • Dec 13Paycom Software, Inc. Releases DDX Update Based on Latest EY FindingsPaycom Software, Inc. announced updated cost estimates of data entry and HR tasks within its usage management analytics tool, Direct Data Exchange (DDX). These figures are based on the latest findings by professional services firm Ernst & Young (EY), who found the average cost of a single manual data entry made by an HR professional increased from $4.70 to $4.78. An HR product, DDX gives employers insights into efficiencies gained through employee usage of HR technology. It provides a real-time estimated return on investment for that usage based on EY's research, which is reflected in Paycom's industry-first product. EY regularly updates its calculations by applying inflation factors to survey data. This year's study also includes consideration for manual payroll tasks completed by HR professionals. When payroll tasks are included, the average cost of a Single manual data entry rises from $4.78 to $5.35. These estimated costs are only averages. EY also concluded that the cost per data entry of each task varies and can be as much as $21.18. Additionally, according to EY's annual research, the cost per HR task has continued to increase across every category of HR data -- such as expense management, personal information and more -- since the original survey launched in 2018. Paycom's DDX automatically calculates these costs for clients so they can, in turn, drive employee usage of Paycom's Employee Self-Service technology. With the launch of DDX, Paycom became the first in the human capital management industry to provide a tool that assists employers in determining what appropriate employee usage of HR technology looks like and how to measure it.
New Risk • Dec 09New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €1.5m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (12% average weekly change). Minor Risk Significant insider selling over the past 3 months (€1.5m sold).
Recent Insider Transactions • Dec 09Chief Administrative Officer recently sold €1.5m worth of stockOn the 6th of December, Jason Clark sold around 9k shares on-market at roughly €171 per share. This transaction amounted to 17% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €2.0m more than they bought in the last 12 months.
お知らせ • Dec 06Paycom Software, Inc. Launches GONE, Automating Time-Off Request DecisionsPaycom Software, Inc. announced the launch of its next step in automation, GONE™, a feature that facilitates decision-making for time-off requests. Businesses can now automate time-off decisions to best fit their needs using a customizable decision engine for time-off approval and denial, including staffing needs, consecutive days requested, individual employee hours worked, level of seniority and more. Through enhanced automation, GONE standardizes time-off management with policy-compliant decisioning designed to ensure fairness, timeliness and regulatory compliance. For businesses and their employees, GONE helps eliminate: waiting on or tracking down time-off decisions updating incorrect time-off information for payroll; losing employees’ trust due to time-off guidelines being unclear or unfair; being understaffed because of poor time-off management and unapproving time-off approval or mediating time-off denial disputes.
お知らせ • Nov 22Paycom Software, Inc. Announces Management Changes, Effective December 4, 2023On November 17, 2023, the Board of Directors of Paycom Software, Inc. approved the appointment of Jason D. Clark as Chief Administrative Officer of the Company, effective December 4, 2023. In this role, Mr. Clark will oversee certain administrative operations for the Company. Mr. Clark, 53, has served as a member of the Board since August 2014 and currently serves as a member of the Board’s Audit Committee and as chairperson of the Board’s Nominating and Corporate Governance Committee. He is also a member of the Board committee that oversees the Company’s stock repurchase plan. Mr. Clark will resign from such Board and committee positions immediately prior to assuming his duties as Chief Administrative Officer on December 4, 2023. Effective on and subject to Mr. Clark’s resignation from the Board, the size of the Board will be reduced from eight to seven directors. Mr. Clark has served as President and Chief Executive Officer of CompSource Mutual Insurance Company since March 2009. He has over 30 years of experience in the insurance industry specializing in workers’ compensation insurance. Mr. Clark earned his Bachelor of Business Administration in Finance degree from the University of Central Oklahoma.
Upcoming Dividend • Nov 17Upcoming dividend of US$0.38 per share at 0.9% yieldEligible shareholders must have bought the stock before 24 November 2023. Payment date: 11 December 2023. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of German dividend payers (5.0%). Lower than average of industry peers (2.5%).
お知らせ • Nov 15Federman & Sherwood Announces Filing of Securities Class Action Lawsuit in an Oklahoma Federal Court Against Paycom Software, Inc., Chad Richison and Craig BoelteFederman & Sherwood announced that on November 10, 2023, a class action lawsuit was filed in the United States District Court for the Western District of Oklahoma against Paycom Software, Inc., Chad Richison and Craig Boelte (Defendants). The Complaint alleges that defendants throughout the Class Period, which is May 3, 2023 through November 1, 2023, made materially false and/or misleading statements and/or failed to disclose that: (1) Paycom’s Beit product led to cannibalization of the Paycom’s services and revenues; (2) Paycom knew but failed to disclose that Beti was leading to cannibalization of Paycom’s services and revenues, and failed to warn of cannibalization as a general risk; (3) as a result of cannibalization of revenue, Paycom missed its expected third quarter of 2023 revenue and would have to revise its expected 2023 revenues; (4) the cannibalization issue resulted in projected 2024 year-over-year revenue growth to between 10% and 12%, well below expectations; and (5) as a result, defendants’ statements about its business, operations, and prospects were materially false and misleading and/or lacked a reasonable basis at all relevant times. Plaintiffs seek to recover damages on behalf of all Paycom Software, Inc., investors who purchased Paycom securities during the Class Period. Investor may move the Court no later than January 9, 2024, to serve as a lead plaintiff for the Class. However, to do so, must meet certain legal requirements pursuant to the Private Securities Litigation Reform Act of 1995 (PSLRA).
お知らせ • Nov 01Paycom Software, Inc. Provides Revenue Guidance for the Fourth Quarter and Full Year Ending December 31, 2023Paycom Software, Inc. provided revenue guidance for the fourth quarter and full year ending December 31, 2023. for the quarter, the company expects total revenue in the range of $420 million to $425 million.For the full year, the company expects total revenue in the range of $1.679 billion to $1.684 billion.
Reported Earnings • Nov 01Third quarter 2023 earnings released: EPS: US$1.30 (vs US$0.90 in 3Q 2022)Third quarter 2023 results: EPS: US$1.30 (up from US$0.90 in 3Q 2022). Revenue: US$406.3m (up 22% from 3Q 2022). Net income: US$75.2m (up 44% from 3Q 2022). Profit margin: 19% (up from 16% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
お知らせ • Oct 31Paycom Software, Inc. Announces Quarterly Cash Dividend, Payable on December 11, 2023Paycom Software, Inc. announced that its Board of Directors declared a cash dividend in the amount of $0.375 per share of common stock, to be paid on December 11, 2023, to all stockholders of record as of the close of business on November 27, 2023.
お知らせ • Oct 12Paycom Software, Inc. to Report Q3, 2023 Results on Oct 31, 2023Paycom Software, Inc. announced that they will report Q3, 2023 results After-Market on Oct 31, 2023
Upcoming Dividend • Aug 18Upcoming dividend of US$0.38 per share at 0.5% yieldEligible shareholders must have bought the stock before 25 August 2023. Payment date: 11 September 2023. Payout ratio is a comfortable 6.9% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (2.8%).
お知らせ • Aug 03+ 1 more updatePaycom Software, Inc. Provides Consolidated Earnings Guidance for the Third Quarter Ending September 30, 2023 and Full Year Ending December 31, 2023Paycom Software, Inc. provided consolidated earnings guidance for the third quarter ending September 30, 2023 and full year ending December 31, 2023. For the third quarter ending September 30, 2023, the company expects total revenues in the range of $410 million to $412 million.For the full year ending December 31, 2023, the company expects total revenues in the range of $1.715 billion to $1.717 billion.
Reported Earnings • Aug 02Second quarter 2023 earnings released: EPS: US$1.11 (vs US$0.99 in 2Q 2022)Second quarter 2023 results: EPS: US$1.11 (up from US$0.99 in 2Q 2022). Revenue: US$401.1m (up 27% from 2Q 2022). Net income: US$64.5m (up 13% from 2Q 2022). Profit margin: 16% (down from 18% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 01Paycom Software, Inc. Declares Quarterly Cash Dividend, Payable on September 11, 2023Paycom Software, Inc. announced that its Board of Directors declared a cash dividend in the amount of $0.375 per share of common stock, to be paid on September 11, 2023, to all stockholders of record as of the close of business on August 28, 2023.
Buying Opportunity • Jul 20Now 21% undervaluedOver the last 90 days, the stock is up 17%. The fair value is estimated to be €406, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 21%. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings is also forecast to grow by 18% per annum over the same time period.
お知らせ • Jul 12Paycom Software, Inc. to Report Q2, 2023 Results on Aug 01, 2023Paycom Software, Inc. announced that they will report Q2, 2023 results After-Market on Aug 01, 2023
お知らせ • Jun 29Paycom Introduces Client Action CenterPaycom Software, Inc. announced the launch of its latest development, Client Action Center. The intuitive dashboard, available in the Paycom mobile app, makes it even easier for its clients to take action and get updates on banking and tax-related items from the office or on the go. Designed for payroll administrators, Client Action Center creates instant visibility into wire transfers, providing real-time updates and insights. Administrators can view the status of regular and drawdown wires, as well as wire reception, all in the same mobile app or from their desktop. Organizations can also monitor their tax health with a comprehensive view of tax accounts and pending and missing account numbers. Within the dashboard, administrators can access: tax rates for paid family leave, disability and SUTA unemployment; tax profiles and any discrepancies.
お知らせ • Jun 20Paycom Software, Inc.(NYSE:PAYC) dropped from S&P Software & Services Select Industry IndexPaycom Software, Inc.(NYSE:PAYC) dropped from S&P Software & Services Select Industry Index
Recent Insider Transactions • Jun 01Independent Director recently sold €112k worth of stockOn the 25th of May, Jason Clark sold around 430 shares on-market at roughly €260 per share. This transaction amounted to 7.8% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €283k. Insiders have been net sellers, collectively disposing of €758k more than they bought in the last 12 months.
お知らせ • May 17Paycom Announces Quarterly Cash Dividend, Payable on June 12, 2023Paycom Software, Inc. announced that its Board of Directors declared a cash dividend in the amount of $0.375 per share of common stock, to be paid on June 12, 2023, to all stockholders of record as of the close of business on May 30, 2023.
Buying Opportunity • May 05Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 19%. The fair value is estimated to be €328, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 21%. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings is also forecast to grow by 20% per annum over the same time period.
Reported Earnings • May 03First quarter 2023 earnings released: EPS: US$2.06 (vs US$1.59 in 1Q 2022)First quarter 2023 results: EPS: US$2.06 (up from US$1.59 in 1Q 2022). Revenue: US$451.6m (up 28% from 1Q 2022). Net income: US$119.3m (up 30% from 1Q 2022). Profit margin: 26% (in line with 1Q 2022). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Recent Insider Transactions • Mar 18Independent Director recently sold €283k worth of stockOn the 15th of March, Jason Clark sold around 1k shares on-market at roughly €264 per share. This transaction amounted to 18% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €6.3m more than they bought in the last 12 months.
Reported Earnings • Feb 08Full year 2022 earnings released: EPS: US$4.86 (vs US$3.39 in FY 2021)Full year 2022 results: EPS: US$4.86 (up from US$3.39 in FY 2021). Revenue: US$1.38b (up 30% from FY 2021). Net income: US$281.4m (up 44% from FY 2021). Profit margin: 21% (up from 19% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 08Paycom Software, Inc. Provides Revenue Guidance for the Quarter Ending March 31, 2023 and the Year Ending December 31, 2023Paycom Software, Inc. provided the revenue guidance for the quarter ending March 31, 2023 and the year ending December 31, 2023. For the quarter, the company expects total revenues in the range of $443 million to $445 million.For the year, the company expects total revenues in the range of $1.700 billion to $1.702 billion.
Buying Opportunity • Jan 25Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be €368, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 11%. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings is also forecast to grow by 23% per annum over the same time period.
お知らせ • Jan 18Paycom Software, Inc. to Report Q4, 2022 Results on Feb 07, 2023Paycom Software, Inc. announced that they will report Q4, 2022 results at 4:00 PM, US Eastern Standard Time on Feb 07, 2023
Buying Opportunity • Nov 05Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 16%. The fair value is estimated to be €385, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 11%. For the next 3 years, revenue is forecast to grow by 18% per annum. Earnings is also forecast to grow by 24% per annum over the same time period.