Paychex（PAYX）株式概要
Paychex, Inc.は、その子会社とともに、米国、欧州、カナダ、インド、イスラエルの中小企業向けに、人事、給与計算、従業員福利厚生、保険サービスに関するヒューマン・キャピタル・マネジメント（HCM）ソリューションを提供しています。 詳細
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Analyst Price Targets
Paychex, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$124.48 |
| 52週高値 | US$141.19 |
| 52週安値 | US$85.45 |
| ベータ | 0.80 |
| 1ヶ月の変化 | 12.40% |
| 3ヶ月変化 | 28.32% |
| 1年変化 | -11.60% |
| 3年間の変化 | 2.14% |
| 5年間の変化 | 8.84% |
| IPOからの変化 | 71,678.68% |
最新ニュース
ナラティブ更新 • Aug 19
PAYX: FY27 AI Integration And Paycor Synergies Will Support Future Upside
Analysts have lifted the Paychex fair value estimate from $131.32 to $139.68. This reflects a series of higher price targets and commentary that points to confidence in the business trajectory, a revenue growth focus into 2027, incremental benefits from the Paycor acquisition, and limited disruption risk from AI to its core offering.
ナラティブ更新 • Aug 05
PAYX: AI And Paycor Synergies Will Test Dividend Support And Execution
Paychex's fair value estimate has been raised by about $4 to $109.57 as analysts factor in a slightly lower discount rate, a modest adjustment to expected revenue growth, and a higher projected profit margin supported by recent price target increases across the Street. Analyst Commentary Recent Street research on Paychex shows a mix of optimism and caution around the stock's valuation, growth outlook, and execution following fiscal Q4 results and the Paycor acquisition.
ナラティブ更新 • Jul 22
PAYX: FY27 Revenue Outlook Will Drive Downside Risk At Current P E
Analysts have nudged the Paychex fair value estimate higher from $90.00 to $95.00. This reflects updated models that incorporate refined discount rate assumptions, slightly adjusted revenue growth expectations, and a modestly higher projected profit margin and future P/E multiple based on recent price target changes and commentary around the FY27 setup, acquisition synergies, and dividend support.Recent updates
ナラティブ更新 • Aug 19
PAYX: FY27 AI Integration And Paycor Synergies Will Support Future Upside
Analysts have lifted the Paychex fair value estimate from $131.32 to $139.68. This reflects a series of higher price targets and commentary that points to confidence in the business trajectory, a revenue growth focus into 2027, incremental benefits from the Paycor acquisition, and limited disruption risk from AI to its core offering.ナラティブ更新 • Aug 05
PAYX: AI And Paycor Synergies Will Test Dividend Support And Execution
Paychex's fair value estimate has been raised by about $4 to $109.57 as analysts factor in a slightly lower discount rate, a modest adjustment to expected revenue growth, and a higher projected profit margin supported by recent price target increases across the Street. Analyst Commentary Recent Street research on Paychex shows a mix of optimism and caution around the stock's valuation, growth outlook, and execution following fiscal Q4 results and the Paycor acquisition.ナラティブ更新 • Jul 22
PAYX: FY27 Revenue Outlook Will Drive Downside Risk At Current P E
Analysts have nudged the Paychex fair value estimate higher from $90.00 to $95.00. This reflects updated models that incorporate refined discount rate assumptions, slightly adjusted revenue growth expectations, and a modestly higher projected profit margin and future P/E multiple based on recent price target changes and commentary around the FY27 setup, acquisition synergies, and dividend support.ナラティブ更新 • Jul 08
PAYX: FY27 Outlook And Paycor Synergies Will Drive Future Upside
The updated analyst price target for Paychex moves to $131 from $144, reflecting revised assumptions for slower revenue growth, a slightly higher discount rate, stable profit margins, and a lower future P/E multiple in line with recent Street research. That research has generally nudged targets into the $98 to $140 range while highlighting the FY27 outlook and Paycor synergies.Seeking Alpha • Jul 06
New Jobs Keep Climbing, Ride The Wave With Paychex
Summary Paychex remains a 'Buy,' offering both growth and a 32% discount to intrinsic value despite recent outperformance versus the S&P 500. Cross-selling with Paycor and the launch of AI-powered WISE drive high single-digit EPS growth and improved revenue per client, especially in upmarket segments. PAYX delivers robust financial stability with a 1.1x net leverage ratio, a 4.9% forward dividend yield, and strong dividend safety metrics. Risks include macro headwinds for small business clients and potential payroll service commoditization, but these appear priced in, supporting an attractive long-term entry. Read the full article on Seeking Alphaナラティブ更新 • Jun 24
PAYX: AI Workforce Tools And Paycor Synergies Will Test Dividend-Supported Resilience
Analysts have nudged the fair value estimate for Paychex higher, with the price target rising from about $102.07 to $105.43 as they factor in potential synergies from the Paycor acquisition, a modestly higher future P/E assumption around 19.7, and the perceived support of the stock's dividend for more defensive investors. Analyst Commentary Recent research on Paychex reflects a mix of optimism around the Paycor acquisition and dividend support, alongside pockets of caution on execution and long term growth assumptions.分析記事 • Jun 21
Paychex (PAYX) Stock Could Be 3.7% Undervalued Ahead Of Fourth Quarter Earnings
Paychex (PAYX) heads into its June 24 fourth quarter fiscal 2026 earnings release with expectations centered on higher year over year earnings and revenue, putting the stock in focus ahead of the report. See our latest analysis for Paychex. At a share price of $98.24, Paychex has seen a 5.07% 90 day share price return, while its year to date share price is down 9.54% and the 1 year total shareholder return has declined 31.41%. This hints that recent earnings expectations are being weighed...ナラティブ更新 • Jun 07
PAYX: AI Integration And Paycor Execution Will Shape Future Earnings Resilience
Paychex's updated analyst price target edges higher by about $1 to roughly $102, as analysts factor in slightly stronger expected revenue growth, a modestly lower discount rate, and a small uplift in assumed future P/E, partly offset by more conservative profit margin assumptions and a series of recent target cuts across the Street. Analyst Commentary Street research on Paychex has recently leaned cautious, with a wave of target cuts across several firms.ナラティブ更新 • Apr 27
PAYX: AI And Tapcheck Partnership Will Support Post Paycor Integration Concerns
The analyst price target for Paychex has been trimmed by about $0.27, reflecting a wave of recent target cuts from multiple firms as analysts factor in choppy macro conditions and the ongoing integration of Paycor into their models. Analyst Commentary Recent research on Paychex shows a clear reset in expectations, with several firms cutting their price targets and one new initiation at a neutral stance.ナラティブ更新 • Apr 10
PAYX: AI Tools And Buybacks Will Support Post Paycor Integration Concerns
Analysts have nudged their blended price target on Paychex slightly lower to $101.20 from $102.80 as they factor in a higher discount rate, modestly different revenue growth and profit margin assumptions, and a slightly reduced future P/E multiple, following a series of recent target cuts and cautious research notes. Analyst Commentary Recent research has leaned cautious on Paychex, with several firms trimming price targets and a few initiating more conservative ratings as they reassess growth, profitability and the integration of Paycor.新しいナラティブ • Mar 28
AI Rollout And PEO Demand Will Support Steady Outlook Despite Integration Risks
Catalysts About Paychex Paychex provides HR, payroll, benefits and PEO solutions to businesses of various sizes, with a large small business client base. What are the underlying business or industry changes driving this perspective?ナラティブ更新 • Mar 27
PAYX: AI Upgrades And Buybacks Will Offset Paycor Integration Concerns
Paychex's analyst price target has been reset lower to about $103 from roughly $117, as analysts factor in softer revenue growth assumptions, a slightly higher discount rate, and a lower future P/E multiple, partly offset by expectations for stable profitability and ongoing integration of Paycor. Analyst Commentary Recent Street research on Paychex has centered on recalibrated price targets, with several firms adjusting their models to reflect more tempered revenue expectations, a higher discount rate, and lower assumed future P/E multiples.新しいナラティブ • Mar 13
AI Adoption And HCM Data Scale Will Reshape This Payroll Leader’s Long-Term Potential
Catalysts About Paychex Paychex provides payroll, HR, benefits and HCM technology solutions to small and midsize businesses across its Paychex Flex, SurePayroll and Paycor platforms. What are the underlying business or industry changes driving this perspective?ナラティブ更新 • Mar 12
PAYX: AI Automation And Buybacks Will Offset Defensive Competitive Concerns Over Time
Analysts have reduced their Paychex price target by about $2 to reflect slightly lower fair value estimates, higher required returns, and modestly softer assumptions for revenue growth, profit margins, and future P/E following recent bearish initiations and cautious commentary. Analyst Commentary Recent Street research has leaned cautious on Paychex, with new coverage framing recent moves, including the Paycor stake, as largely defensive rather than a clear growth accelerator.ナラティブ更新 • Feb 26
PAYX: AI And Buybacks Will Counter Defensive Competitive Pressures Over Time
Analysts have trimmed their Paychex price target slightly to about $119 per share, reflecting modest adjustments to fair value, discount rate, revenue growth, profit margin, and future P/E assumptions following new bearish coverage that characterizes recent competitive moves as largely defensive. Analyst Commentary Recent research frames the latest competitive response, including the Paycor related move, as more defensive than opportunistic.ナラティブ更新 • Feb 11
PAYX: AI And Buybacks Will Support Resilient Future Cash Flow Profile
Analysts have trimmed their average Paychex price target slightly to about $119.53 from roughly $120.20, reflecting a modestly lower assumed future P/E and fresh bearish initiation commentary that characterizes the recent Paycor acquisition as a largely defensive move. Analyst Commentary Recent commentary focuses heavily on the Paycor acquisition and how it feeds into expectations for Paychex valuation and execution.ナラティブ更新 • Jan 27
PAYX: AI And Platform Partnerships Will Support Resilient Cash Flow Profile
Analysts have trimmed their Paychex fair value estimate from about US$122 to roughly US$120, reflecting slightly softer revenue growth assumptions, a modestly lower future P/E and a mild uptick in the discount rate after recent bearish initiations on the stock. Analyst Commentary Recent research has focused on the implications of Paychex's move toward Paycor and how that fits with the current fair value reassessment.ナラティブ更新 • Jan 11
PAYX: Broader Suite And AI Will Confront Cyclical Labor And Rate Risks
Analysts have made a modest upward adjustment to their price target on Paychex, pointing to the broader solution suite following the Paycor acquisition, while also flagging cyclical risks tied to potential revenue softness if unemployment rises and interest rates move lower. Analyst Commentary Bullish Takeaways Bullish analysts point to the Paycor acquisition as a way for Paychex to offer a broader and more comprehensive suite of solutions, which they see as supportive of the current valuation range.分析記事 • Jan 07
Should You Investigate Paychex, Inc. (NASDAQ:PAYX) At US$111?
Let's talk about the popular Paychex, Inc. ( NASDAQ:PAYX ). The company's shares received a lot of attention from a...ナラティブ更新 • Dec 25
PAYX: AI And Suite Expansion Will Navigate Cyclical Labor Uncertainty Ahead
Analysts have modestly reduced their Paychex fair value estimate by about $6 to roughly $122 per share, reflecting tempered expectations for revenue growth and future valuation multiples, despite resilient margins and a broader solution suite. Analyst Commentary Street research on Paychex reflects a generally balanced stance, with most firms maintaining neutral or modestly cautious ratings while making incremental target price adjustments.ナラティブ更新 • Dec 11
PAYX: Acquisition Synergy Will Support Suite Expansion Amid Cyclical Labor Market Uncertainty
Analysts modestly reduced their fair value estimate for Paychex to approximately $128 from about $134 per share, citing slightly softer assumptions for long term revenue growth, profit margins, and valuation multiples amid heightened macroeconomic and labor market uncertainty. Analyst Commentary Street research on Paychex reflects a generally cautious, wait and see stance, with most firms maintaining neutral or Hold type ratings while trimming price targets.ナラティブ更新 • Nov 27
PAYX: Acquisition Synergy Will Boost Solution Suite And Support Margin Resilience
The analyst price target for Paychex has edged down slightly, with the fair value estimate decreasing by $0.57 to $134.14. Analysts cite ongoing macroeconomic concerns and mixed signals from recent earnings results as key factors behind the adjustment.ナラティブ更新 • Nov 05
PAYX: Acquisition Will Drive Broader Solution Suite And Support Margins Going Forward
The analyst price target for Paychex has shifted slightly lower, down by $0.52 to $134.71. Analysts see a stable but cautious outlook due to ongoing macroeconomic concerns and modest revenue growth expectations.ナラティブ更新 • Oct 22
Analyst Commentary Highlights Balanced Views on Paychex Amid Subtle Valuation and Growth Adjustments
The analyst price target for Paychex edged up slightly to $135.23 from $135.15, as analysts balanced lower organic growth expectations and macroeconomic uncertainty with the company's resilient margins and cash flow profile. Analyst Commentary Analyst opinions on Paychex reflect a range of perspectives, balancing the company’s strong margins and free cash flow with concerns about cyclical pressures and growth variability.ナラティブ更新 • Oct 08
Paycor Acquisition And AI Tools Will Redefine HCM Solutions
The analyst price target for Paychex has been lowered from approximately $145.08 to $135.15. Analysts cite ongoing revenue growth headwinds, a premium valuation, and a balanced risk/reward outlook in a challenging operating environment.ナラティブ更新 • Sep 23
Paycor Acquisition And AI Tools Will Redefine HCM Solutions
Paychex’s consensus price target was revised slightly lower to $145.08 as analysts cite slower organic revenue growth, lack of FY26 guidance clarity, and a subdued sector outlook amid macroeconomic headwinds, suggesting shares may remain range-bound. Analyst Commentary Slower organic revenue growth in Management Solutions, partly attributed to integration distractions, is weighing on near-term performance and expectations.ナラティブ更新 • Sep 04
Paycor Acquisition And AI Tools Will Redefine HCM Solutions
Paychex’s analyst price target remained unchanged at $147.33 as mixed sentiment—driven by weaker-than-expected Q4 results, softer revenue growth, integration concerns surrounding the Paycor deal, and uncertainty over FY26 projections—was offset by a stable client base and resilient underlying demand. Analyst Commentary Bearish analysts highlight weaker-than-expected Q4 and softer organic revenue growth, with Paychex’s fiscal 2026 guidance falling below investor expectations.分析記事 • Sep 02
Investor Optimism Abounds Paychex, Inc. (NASDAQ:PAYX) But Growth Is Lacking
With a price-to-earnings (or "P/E") ratio of 30.3x Paychex, Inc. ( NASDAQ:PAYX ) may be sending very bearish signals at...Seeking Alpha • Mar 24
Paychex: Accelerating Growth With Paycor
Summary Paychex shares trade at a premium, supported by organic growth and the Paycor acquisition, despite economic cyclicality concerns. Paychex's technology-driven growth in human capital management targets a $90 billion market, with strong client retention and consistent revenue growth. The Paycor acquisition adds 50,000 larger clients, with huge synergy potential amidst lackluster margins reported. At 27 times earnings, Paychex must deliver on integration and synergies. I'm waiting for more impact clues before reconsidering my neutral stance. Read the full article on Seeking AlphaSeeking Alpha • Jan 25
Paychex Inc: The Paycor Acquisition Could Be A Game Changer
Summary I recommend a buy rating for Paychex Inc. (PAYX) due to its transformative acquisition of PYCR, expanding its TAM and cross-selling opportunities. The acquisition increases PAYX's TAM by ~$10 billion, targeting mid-market clients and leveraging AI-powered HR tools for significant productivity gains. Financial synergies include $80 million in cost savings and substantial cross-selling opportunities, potentially accelerating revenue growth to high single digits or low teens. Despite the $4.1 billion price tag, the valuation is reasonable, and successful integration could narrow PAYX's valuation discount relative to peers, offering upside potential. Read the full article on Seeking Alpha株主還元
| PAYX | US Professional Services | US 市場 | |
|---|---|---|---|
| 7D | 2.0% | 2.1% | -1.5% |
| 1Y | -11.6% | -11.3% | 17.9% |
業界別リターン: PAYX過去 1 年間で-11.3 % のリターンをもたらしたUS Professional Services業界と一致しました。
リターン対市場: PAYXは、過去 1 年間で17.9 % のリターンを上げたUS市場を下回りました。
価格変動
| PAYX volatility | |
|---|---|
| PAYX Average Weekly Movement | 4.6% |
| Professional Services Industry Average Movement | 8.5% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: PAYX 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: PAYXの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1971 | 17,600 | John Gibson | www.paychex.com |
Paychex, Inc.は、子会社とともに、米国、欧州、カナダ、インド、イスラエルの中小企業向けに、人事、給与計算、従業員福利厚生、保険サービスに関するヒューマンキャピタルマネジメント（HCM）ソリューションを提供しています。同社は、テクノロジーおよびアドバイザリーソリューション、ならびに給与税務管理サービスを提供しています。 また、同社は、退職金プランの導入、政府規制への継続的なコンプライアンス対応、従業員および雇用主向けの報告、加入者および雇用主向けのオンラインアクセス、電子資金振替、その他の管理サービスといった退職金ソリューション、採用から退職に至るまでのHCMソリューション、ならびに人材管理および人材獲得サービスも提供しています。 さらに、従業員の給与明細書の計算、作成、交付、内部会計記録および管理報告書の作成、連邦・州・地方の給与税申告書の作成、ならびに顧客の給与関連納税義務の徴収および納付を含む給与計算ソリューションも提供している。 さらに、同社は、ワークフォース管理ソリューション、福利厚生管理ソリューション、給与所得向けデジタルマーケットプレイス、ファイナンシャル・ウェルネス・ソリューション、および任意加入型ライフスタイル福利厚生、管理サービス組織向け人事アウトソーシングソリューション、 給与計算および非給与計算の顧客向けソリューション、退職金および資金調達ソリューション、ならびに労働者災害補償保険、事業主総合保険、サイバーセキュリティ保護、商用自動車保険などの損害保険サービス、および健康保険、歯科保険、視力保険、生命保険を含む医療・福利厚生保険サービスを提供している。 さらに、給与計算、人事、従業員福利厚生管理、退職金、保険、リスク管理のアウトソーシング、およびオンラインおよびオンサイトでの専門的に訓練された人事担当者のサポートも提供している。同社のソリューションは、主に直販チームを通じて販売・提供されている。Paychex, Inc.は1971年に設立され、ニューヨーク州ロチェスターに本社を置いている。
Paychex, Inc. 基礎のまとめ
| PAYX 基礎統計学 | |
|---|---|
| 時価総額 | US$43.72b |
| 収益（TTM） | US$1.76b |
| 売上高(TTM) | US$6.51b |
25.2x
PER（株価収益率6.8x
P/SレシオPAYX は割高か？
公正価値と評価分析を参照収益と収入
| PAYX 損益計算書（TTM） | |
|---|---|
| 収益 | US$6.51b |
| 売上原価 | US$1.67b |
| 売上総利益 | US$4.84b |
| その他の費用 | US$3.08b |
| 収益 | US$1.76b |
直近の収益報告
May 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 4.95 |
| グロス・マージン | 74.29% |
| 純利益率 | 27.03% |
| 有利子負債／自己資本比率 | 122.0% |
PAYX の長期的なパフォーマンスは？
過去の実績と比較を見る| Paychex 配当日 | |
|---|---|
| 配当落ち日 | Jul 28 2026 |
| 配当支払日 | Aug 28 2026 |
| 配当落ちまでの日数 | 25 days |
| 配当支払日までの日数 | 6 days |
PAYX 配当は確実ですか？
PAYX 配当履歴とベンチマークを見る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 | 2026/08/21 04:52 |
| 終値 | 2026/08/21 00:00 |
| 収益 | 2026/05/31 |
| 年間収益 | 2026/05/31 |
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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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
この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
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
Paychex, Inc. 17 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。33
| アナリスト | 機関 |
|---|---|
| null null | Argus Research Company |
| Mark Marcon | Baird |
| Lisa Dejong Ellis | Bernstein |