View Past PerformancePaycom Software バランスシートの健全性財務の健全性 基準チェック /46Paycom Softwareの総株主資本は$811.7M 、総負債は$675.0Mで、負債比率は83.2%となります。総資産と総負債はそれぞれ$4.8Bと$4.0Bです。 Paycom Softwareの EBIT は$592.3Mで、利息カバレッジ比率-52.4です。現金および短期投資は$153.9Mです。主要情報83.16%負債資本比率US$675.00m負債インタレスト・カバレッジ・レシオ-52.4x現金US$153.90mエクイティUS$811.70m負債合計US$4.01b総資産US$4.82b財務の健全性に関する最新情報更新なしすべての更新を表示Recent updatesDeclared Dividend • May 07First quarter dividend of US$0.38 announcedDividend of US$0.38 is the same as last year. Ex-date: 26th May 2026 Payment date: 8th June 2026 Dividend yield will be 1.1%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (13% earnings payout ratio) and cash flows (16% cash payout ratio). The dividend has not increased over the past 3 years but payments have been stable during that time. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 06Paycom 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.ライブニュース • May 06Paycom Unveils $2 Billion Buyback and Declares Dividend Ahead of Q1 ResultsPaycom’s board approved a new share repurchase program of up to US$2b with no expiration date. The company declared a quarterly cash dividend of US$0.375 per share, payable on June 8, 2026, to shareholders of record on May 26, 2026. Paycom is set to report Q1 2026 results on May 6, 2026, with analysts expecting EPS of US$2.99 and looking closely at guidance and client trends. For you as an investor, the combination of a sizable buyback authorization and a recurring dividend indicates that Paycom is returning a meaningful amount of capital to shareholders while keeping flexibility on timing. The open-ended nature of the US$2b repurchase plan gives the company room to adjust buyback activity based on cash generation, market conditions and alternative uses of capital such as product investment or acquisitions. Attention now turns to the Q1 2026 earnings release. Analyst expectations center on earnings and revenue trends. The larger swing factors are likely to be management’s comments on client retention, the length of sales cycles, margin plans and any full-year outlook. Those details can help you assess how durable Paycom’s demand is and how management is thinking about profitability while it balances growth, spending and capital returns.お知らせ • May 06Paycom Software, Inc. (NYSE:PAYC) announces an Equity Buyback for $2,000 million worth of its shares.Paycom Software, Inc. (NYSE:PAYC) announces a share repurchase program. Under the program, the company will repurchase up to $2,000 million worth of its shares. The repurchases will be funded using cash and/or borrowings under the company’s senior secured revolving credit facility. The program does not have an expiration date.ナラティブ更新 • Apr 26PAYC: Early 2026 Buybacks Will Support Future Upside PotentialNarrative Update The analyst price target for Paycom Software has narrowed slightly, with the updated fair value moving from about $153.59 to $151.53 as analysts factor in a modestly lower future P/E and recent waves of both target cuts and increases tied to the company's large share repurchase activity and shifting sentiment across covering firms. Analyst Commentary Recent research updates on Paycom Software show a split between analysts who focus on the scale of the buyback and those who focus on execution risks and valuation reset.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ナラティブ更新 • Apr 10PAYC: Early 2026 Buybacks And Index Shift Will Support UpsideAnalysts have slightly increased their fair value estimate for Paycom to about $154. They cite recent price target increases that are tied to the company’s large share repurchase activity and management’s visible support for the stock at current levels.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ナラティブ更新 • Mar 27PAYC: Aggressive Early 2026 Buybacks Will Support Future UpsideAnalyst price targets for Paycom Software have ticked higher in recent research, with moves such as Cantor Fitzgerald lifting its target to $135 and Barclays to $150. Analysts point to the company’s refreshed share buyback authorization and sizable recent repurchases as key support for the updated valuations.ナラティブ更新 • Mar 11PAYC: Early 2026 Buybacks And Governance Changes Will Support Future UpsideAnalyst fair value for Paycom has been revised slightly higher to $152.94 from $151.18, as analysts factor in the recent $135 and $150 price target increases and highlight the company's sizable early 2026 buyback activity as a sign of management confidence at current share levels. Analyst Commentary Analysts are reacting to Paycom's recent buyback activity and past target cuts with a mix of cautious optimism and lingering concern, which is showing up in a wide range of valuation views.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.Upcoming Dividend • Mar 02Upcoming dividend of US$0.38 per shareEligible shareholders must have bought the stock before 09 March 2026. Payment date: 23 March 2026. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of American dividend payers (4.2%). Lower than average of industry peers (2.3%).ナラティブ更新 • Feb 25PAYC: Sector Repricing And Governance Reset Will Support Future UpsideAnalysts have reduced their price target for Paycom Software, cutting the fair value estimate from about $197 to roughly $151 as they factor in slightly lower revenue growth, slimmer profit margins, and a reset to a lower forward P/E multiple. Analyst Commentary Recent research on Paycom points to a broad reset in expectations, with multiple firms cutting their price targets and adjusting models.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.Declared Dividend • Feb 13Fourth quarter dividend of US$0.38 announcedDividend of US$0.38 is the same as last year. Ex-date: 9th March 2026 Payment date: 23rd March 2026 Dividend yield will be 1.2%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (19% earnings payout ratio) and cash flows (20% cash payout ratio). The dividend has not increased over the past 3 years but payments have been stable during that time. EPS is expected to grow by 21% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Price Target Changed • Feb 12Price target decreased by 17% to US$164Down from US$197, the current price target is an average from 17 analysts. New target price is 37% above last closing price of US$120. Stock is down 44% over the past year. The company is forecast to post earnings per share of US$8.50 for next year compared to US$8.13 last year.Seeking Alpha • Feb 12Paycom Software Q4: After The Massive Selloff, An Attractive Opportunity (Upgrade)Summary Paycom Software, Inc. is upgraded to Buy after a 46% share price decline and improved profitability, now trading at a low 11x forward P/E. PAYC's Q4 results showed 10% revenue growth, expanding margins, and robust cash generation, despite a slowdown in top-line growth guidance for 2026. Flagship products like Beti and the new AI offering IWant are driving record 91% revenue retention and enhancing long-term profitability. With intrinsic value estimated at $156/share, PAYC offers ~33% upside; current valuation reflects AI disruption fears, but fundamentals remain strong. Read the full article on Seeking Alpha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.ナラティブ更新 • Feb 10PAYC: Sector Repricing And Stable Macro Will Support Future UpsideNarrative Update Analysts have trimmed their price targets on Paycom, with our fair value estimate moving from US$201.29 to US$197.18, citing refreshed sector outlooks, updated interest rate assumptions, and revised expectations around revenue growth, margins, and future P/E multiples. Analyst Commentary Recent Street research on Paycom has centered on recalibrating price targets and assumptions rather than shifting ratings in a dramatic way.ナラティブ更新 • Jan 27PAYC: Automation And Buybacks Will Support Margins As Expectations ResetAnalyst fair value estimates for Paycom Software have edged down by about $4 to roughly $201 per share, as analysts trim price targets across the software group and factor in a softer employment backdrop and updated rate expectations. Analyst Commentary Recent research updates on Paycom highlight a reset in expectations, with several firms lowering price targets and revisiting their assumptions around growth, employment trends and interest rates.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ナラティブ更新 • Jan 12PAYC: Automation And Share Repurchases Will Support Durable Margins Despite Softer SubscriptionsAnalysts have nudged their average price target on Paycom Software lower, trimming it by about US$3 to reflect updated interest rate assumptions, softer expectations around subscription growth, and more cautious views following recent target cuts from several research firms. Analyst Commentary Recent research updates point to a more mixed setup for Paycom, with price targets coming down but opinions split on how attractive the risk or reward looks from here.ナラティブ更新 • Dec 27PAYC: AI Automation Will Support Durable Margins Amid Moderating Subscription MomentumAnalysts have trimmed their fair value estimate for Paycom Software slightly to approximately $208.71 from about $209.94 per share, citing a weaker employment backdrop, more cautious management guidance, and expectations for high single digit subscription revenue growth rather than the stronger historical trajectory. Analyst Commentary Recent Street research reflects a more tempered stance on Paycom Software, with multiple firms reducing price targets while generally maintaining neutral or hold level ratings.Recent Insider Transactions • Dec 16Chief Financial Officer recently sold US$211k worth of stockOn the 10th of December, Robert Foster sold around 1k shares on-market at roughly US$163 per share. This transaction amounted to 20% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$364k. This was Robert's only on-market trade for the last 12 months.ナラティブ更新 • Dec 13PAYC: Single-Database Platform And AI Usage Will Drive Long-Term Margin ExpansionAnalysts have modestly reduced their price targets on Paycom Software to a mid to high $100s range, citing a softer employment backdrop, more cautious management guidance on subscription upside, and a balanced view between near term volatility and longer term growth and AI driven opportunities. Analyst Commentary Recent research updates reflect a more nuanced stance on Paycom, with price targets converging in a mid to upper range but with divergent views on how quickly growth and profitability can reaccelerate.ナラティブ更新 • Nov 27PAYC: Single-Database Architecture and AI Integration Will Drive Market Share UpsideAnalysts have recently lowered their price targets for Paycom Software, with reductions ranging from $15 to $75 per share. They cite a subdued employment market and a cautious management outlook as primary factors behind the shift.Upcoming Dividend • Nov 20Upcoming dividend of US$0.38 per shareEligible shareholders must have bought the stock before 24 November 2025. Payment date: 08 December 2025. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of American dividend payers (4.6%). Lower than average of industry peers (2.1%).ナラティブ更新 • Nov 11PAYC: Sector Momentum and Single-Database Architecture Will Drive Medium-Term UpsidePaycom Software's analyst-derived fair value estimate has been reduced from $242.75 to $209.94. Analysts attribute the adjustment to tempered subscription-revenue growth expectations, evolving management guidance, and a less robust employment market outlook.Reported Earnings • Nov 06Third quarter 2025 earnings: EPS exceeds analyst expectationsThird quarter 2025 results: EPS: US$1.97 (up from US$1.31 in 3Q 2024). Revenue: US$493.3m (up 9.2% from 3Q 2024). Net income: US$110.7m (up 51% from 3Q 2024). Profit margin: 22% (up from 16% in 3Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 28%. Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Professional Services industry in the US. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.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.ナラティブ更新 • Oct 28AI And Automation Will Strengthen Workforce Management And Drive New EfficienciesPaycom Software's consensus analyst price target was modestly reduced from $246.69 to $242.75 per share. Analysts cite a mix of ongoing industry volatility and evolving growth expectations as factors supporting the adjustment.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.ナラティブ更新 • Oct 13AI And Automation Will Elevate HR Workforce ManagementAnalysts have slightly lowered their fair value estimate for Paycom Software to $246.69 from $249.25. They cite tempered profit margin and growth projections, despite continued optimism about the company’s AI initiatives and operational resilience.ナラティブ更新 • Sep 27AI And Automation Will Elevate HR Workforce ManagementAnalysts modestly raised their price target for Paycom Software to $249.25, citing robust AI-driven product innovation, strong free cash flow outlook, and confidence in sustained growth despite sector headwinds. Analyst Commentary Bullish analysts highlight Paycom's strong positioning to benefit from AI trends, citing its single database architecture and history of innovation as strategic advantages.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.分析記事 • Sep 16Paycom Software (NYSE:PAYC) Will Want To Turn Around Its Return TrendsIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...Buy Or Sell Opportunity • Sep 02Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 17% to US$220. The fair value is estimated to be US$282, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 23%. For the next 3 years, revenue is forecast to grow by 7.8% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.Upcoming Dividend • Aug 21Upcoming dividend of US$0.38 per shareEligible shareholders must have bought the stock before 25 August 2025. Payment date: 08 September 2025. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of American dividend payers (4.5%). Lower than average of industry peers (1.7%).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.Buy Or Sell Opportunity • Aug 11Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to US$221. The fair value is estimated to be US$283, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 23%. For the next 3 years, revenue is forecast to grow by 7.7% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.分析記事 • Aug 10Results: Paycom Software, Inc. Beat Earnings Expectations And Analysts Now Have New ForecastsNYSE:PAYC 1 Year Share Price vs Fair Value Explore Paycom Software's Fair Values from the Community and select yours...Reported Earnings • Aug 07Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: US$1.60 (up from US$1.20 in 2Q 2024). Revenue: US$483.6m (up 11% from 2Q 2024). Net income: US$89.5m (up 32% from 2Q 2024). Profit margin: 19% (up from 16% in 2Q 2024). Revenue exceeded analyst estimates by 2.5%. Earnings per share (EPS) also surpassed analyst estimates by 25%. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Professional Services industry in the US. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.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.分析記事 • Aug 05Is There An Opportunity With Paycom Software, Inc.'s (NYSE:PAYC) 26% Undervaluation?Key Insights Paycom Software's estimated fair value is US$311 based on 2 Stage Free Cash Flow to Equity Paycom...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, 2025Buy Or Sell Opportunity • Jul 02Now 20% undervaluedOver the last 90 days, the stock has risen 6.9% to US$228. The fair value is estimated to be US$286, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 27%. For the next 3 years, revenue is forecast to grow by 7.7% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.分析記事 • Jun 30Should You Think About Buying Paycom Software, Inc. (NYSE:PAYC) Now?Paycom Software, Inc. ( NYSE:PAYC ) saw a decent share price growth of 18% on the NYSE over the last few months. The...分析記事 • May 30The Returns On Capital At Paycom Software (NYSE:PAYC) Don't Inspire ConfidenceFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...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.Upcoming Dividend • May 23Upcoming dividend of US$0.38 per shareEligible shareholders must have bought the stock before 27 May 2025. Payment date: 09 June 2025. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of American dividend payers (4.8%). Lower than average of industry peers (1.7%).分析記事 • May 15Weak Statutory Earnings May Not Tell The Whole Story For Paycom Software (NYSE:PAYC)The market rallied behind Paycom Software, Inc.'s ( NYSE:PAYC ) stock, leading do a rise in the share price after its...Recent Insider Transactions Derivative • May 09Founder notifies of intention to sell stockChad Richison intends to sell 300k shares in the next 90 days after lodging an Intent To Sell Form on the 8th of May. If the sale is conducted around the recent share price of US$229, it would amount to US$69m. For the year to December 2018, Chad's total compensation was 24% salary and 76% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since June 2024, Chad's direct individual holding has decreased from 6.67m shares to 6.08m. Company insiders have collectively sold US$4.3m more than they bought, via options and on-market transactions in the last 12 months.Reported Earnings • May 08First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: US$2.49 (down from US$4.37 in 1Q 2024). Revenue: US$530.5m (up 6.1% from 1Q 2024). Net income: US$139.4m (down 44% from 1Q 2024). Profit margin: 26% (down from 49% in 1Q 2024). Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) also surpassed analyst estimates by 25%. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Professional Services industry in the US. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Declared Dividend • May 08First quarter dividend of US$0.38 announcedDividend of US$0.38 is the same as last year. Ex-date: 27th May 2025 Payment date: 9th June 2025 Dividend yield will be 0.6%, which is lower than the industry average of 1.6%. Payout Ratios Payout ratio: 16%. Cash payout ratio: 22%.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, 2025Buy Or Sell Opportunity • Apr 07Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.8% to US$197. The fair value is estimated to be US$247, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 32%. For the next 3 years, revenue is forecast to grow by 7.9% per annum. Earnings are also forecast to grow by 4.2% per annum over the same time period.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 StatesUpcoming Dividend • Mar 03Upcoming dividend of US$0.38 per shareEligible shareholders must have bought the stock before 10 March 2025. Payment date: 24 March 2025. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of American dividend payers (4.5%). Lower than average of industry peers (1.7%).Recent Insider Transactions • Feb 26Chief Operating Officer recently sold US$764k worth of stockOn the 21st of February, Randy Peck sold around 4k shares on-market at roughly US$212 per share. This transaction amounted to 8.5% 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 Randy's only on-market trade for the last 12 months.Recent Insider Transactions Derivative • Feb 23Chief Operating Officer notifies of intention to sell stockRandy Peck intends to sell 4k shares in the next 90 days after lodging an Intent To Sell Form on the 21st of February. If the sale is conducted around the recent share price of US$214, it would amount to US$769k. Since June 2024, Randy's direct individual holding has increased from 40.61k shares to 42.38k. Company insiders have collectively sold US$4.0m more than they bought, via options and on-market transactions in the last 12 months.Declared Dividend • Feb 13Fourth quarter dividend of US$0.38 announcedDividend of US$0.38 is the same as last year. Ex-date: 10th March 2025 Payment date: 24th March 2025 Dividend yield will be 0.7%, which is lower than the industry average of 1.6%. Payout Ratios Payout ratio: 17%. Cash payout ratio: 24%.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.Buy Or Sell Opportunity • Feb 07Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to US$200. The fair value is estimated to be US$250, 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 34%. For the next 3 years, revenue is forecast to grow by 8.2% per annum. Earnings are also forecast to grow by 1.5% per annum over the same time period.Seeking Alpha • Jan 30Paycom: Stay The CourseSummary Over the past year, Paycom has generated double-digit returns, in line with other cloud computing stocks. Paycom's transition to more automated suite of products appears to be seeing strong traction in the market. PAYC's operating cash flow generation keeps getting better, and with CAPEX poised to dip by 10% next year, the prospect of better shareholder rewards looks likely. PAYC continues to face EBITDA margin pressure, while the short interest has picked up in recent months. PAYC recouped its 200DMA in October, the first time in 15 months, and is now consolidating below its channel boundary. Read the full article on Seeking Alpha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, 2025Buy Or Sell Opportunity • Jan 02Now 20% undervaluedOver the last 90 days, the stock has risen 20% to US$201. The fair value is estimated to be US$253, 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 34%. For the next 3 years, revenue is forecast to grow by 8.3% per annum. Earnings are also forecast to grow by 2.4% per annum over the same time period.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.Price Target Changed • Dec 12Price target increased by 7.3% to US$216Up from US$202, the current price target is an average from 15 analysts. New target price is 9.8% below last closing price of US$240. Stock is up 18% over the past year. The company is forecast to post earnings per share of US$8.51 for next year compared to US$5.91 last year.Seeking Alpha • Nov 21Paycom Software: Analyzing Growth Potential Amid Operational ChallengesSummary Paycom Software offers a scalable SaaS HCM solution with high margins and strong customer retention, targeting medium to large companies to streamline HR processes. Despite impressive historical growth and a clean balance sheet, recent revenue growth has slowed, and operational costs have risen, raising concerns. The company's valuation is ambitious, requiring significant growth, particularly through international expansion, which carries execution risks and competitive challenges. Read the full article on Seeking AlphaUpcoming Dividend • Nov 18Upcoming dividend of US$0.38 per shareEligible shareholders must have bought the stock before 25 November 2024. Payment date: 09 December 2024. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of American dividend payers (4.3%). Lower than average of industry peers (1.5%).Valuation Update With 7 Day Price Move • Nov 07Investor sentiment improves as stock rises 34%After last week's 34% share price gain to US$231, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 23x in the Professional Services industry in the US. Total loss to shareholders of 52% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$242 per share.Seeking Alpha • Nov 05Paycom Q3 Results: Investors Loved The Results, But I Am Not ConvincedSummary Paycom Software, Inc.'s Q3 earnings report showed decent numbers, but the market's 22% positive reaction was overly optimistic, given modest growth and margin declines. The company reported $451.9M in revenue (+11.2% y/y) and beat analysts' estimates, but efficiency and profitability metrics slightly declined. Paycom's automation features like Beti and GONE are valuable, but broader awareness and aggressive sales efforts are needed to boost revenue growth. Despite strong financials and promising automation, I maintain a hold rating due to the current high valuation and need for improved revenue growth and margins. Read the full article on Seeking AlphaPrice Target Changed • Nov 03Price target increased by 7.5% to US$198Up from US$184, the current price target is an average from 15 analysts. New target price is 6.0% below last closing price of US$211. Stock is up 32% over the past year. The company is forecast to post earnings per share of US$8.55 for next year compared to US$5.91 last year.財務状況分析短期負債: PAYCの 短期資産 ( $3.1B ) が 短期負債 ( $2.8B ) を超えています。長期負債: PAYCの短期資産 ( $3.1B ) が 長期負債 ( $1.2B ) を上回っています。デット・ツー・エクイティの歴史と分析負債レベル: PAYCの 純負債対資本比率 ( 64.2% ) は 高い と見なされます。負債の削減: PAYCの負債対資本比率は、過去 5 年間で4.1%から83.2%に増加しました。債務返済能力: PAYCの負債は 営業キャッシュフロー によって 十分にカバー されています ( 105.2% )。インタレストカバレッジ: PAYC支払う利息よりも稼ぐ利息の方が多いので、利息支払い の補償は問題になりません。貸借対照表健全な企業の発掘7D1Y7D1Y7D1YCommercial-services 業界の健全な企業。View Dividend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 22:08終値2026/05/07 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。36 アナリスト機関Mark MarconBairdRaimo LenschowBarclaysDaniel JesterBMO Capital Markets Equity Research33 その他のアナリストを表示
Declared Dividend • May 07First quarter dividend of US$0.38 announcedDividend of US$0.38 is the same as last year. Ex-date: 26th May 2026 Payment date: 8th June 2026 Dividend yield will be 1.1%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (13% earnings payout ratio) and cash flows (16% cash payout ratio). The dividend has not increased over the past 3 years but payments have been stable during that time. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 06Paycom 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.
ライブニュース • May 06Paycom Unveils $2 Billion Buyback and Declares Dividend Ahead of Q1 ResultsPaycom’s board approved a new share repurchase program of up to US$2b with no expiration date. The company declared a quarterly cash dividend of US$0.375 per share, payable on June 8, 2026, to shareholders of record on May 26, 2026. Paycom is set to report Q1 2026 results on May 6, 2026, with analysts expecting EPS of US$2.99 and looking closely at guidance and client trends. For you as an investor, the combination of a sizable buyback authorization and a recurring dividend indicates that Paycom is returning a meaningful amount of capital to shareholders while keeping flexibility on timing. The open-ended nature of the US$2b repurchase plan gives the company room to adjust buyback activity based on cash generation, market conditions and alternative uses of capital such as product investment or acquisitions. Attention now turns to the Q1 2026 earnings release. Analyst expectations center on earnings and revenue trends. The larger swing factors are likely to be management’s comments on client retention, the length of sales cycles, margin plans and any full-year outlook. Those details can help you assess how durable Paycom’s demand is and how management is thinking about profitability while it balances growth, spending and capital returns.
お知らせ • May 06Paycom Software, Inc. (NYSE:PAYC) announces an Equity Buyback for $2,000 million worth of its shares.Paycom Software, Inc. (NYSE:PAYC) announces a share repurchase program. Under the program, the company will repurchase up to $2,000 million worth of its shares. The repurchases will be funded using cash and/or borrowings under the company’s senior secured revolving credit facility. The program does not have an expiration date.
ナラティブ更新 • Apr 26PAYC: Early 2026 Buybacks Will Support Future Upside PotentialNarrative Update The analyst price target for Paycom Software has narrowed slightly, with the updated fair value moving from about $153.59 to $151.53 as analysts factor in a modestly lower future P/E and recent waves of both target cuts and increases tied to the company's large share repurchase activity and shifting sentiment across covering firms. Analyst Commentary Recent research updates on Paycom Software show a split between analysts who focus on the scale of the buyback and those who focus on execution risks and valuation reset.
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
ナラティブ更新 • Apr 10PAYC: Early 2026 Buybacks And Index Shift Will Support UpsideAnalysts have slightly increased their fair value estimate for Paycom to about $154. They cite recent price target increases that are tied to the company’s large share repurchase activity and management’s visible support for the stock at current levels.
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
ナラティブ更新 • Mar 27PAYC: Aggressive Early 2026 Buybacks Will Support Future UpsideAnalyst price targets for Paycom Software have ticked higher in recent research, with moves such as Cantor Fitzgerald lifting its target to $135 and Barclays to $150. Analysts point to the company’s refreshed share buyback authorization and sizable recent repurchases as key support for the updated valuations.
ナラティブ更新 • Mar 11PAYC: Early 2026 Buybacks And Governance Changes Will Support Future UpsideAnalyst fair value for Paycom has been revised slightly higher to $152.94 from $151.18, as analysts factor in the recent $135 and $150 price target increases and highlight the company's sizable early 2026 buyback activity as a sign of management confidence at current share levels. Analyst Commentary Analysts are reacting to Paycom's recent buyback activity and past target cuts with a mix of cautious optimism and lingering concern, which is showing up in a wide range of valuation views.
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.
Upcoming Dividend • Mar 02Upcoming dividend of US$0.38 per shareEligible shareholders must have bought the stock before 09 March 2026. Payment date: 23 March 2026. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of American dividend payers (4.2%). Lower than average of industry peers (2.3%).
ナラティブ更新 • Feb 25PAYC: Sector Repricing And Governance Reset Will Support Future UpsideAnalysts have reduced their price target for Paycom Software, cutting the fair value estimate from about $197 to roughly $151 as they factor in slightly lower revenue growth, slimmer profit margins, and a reset to a lower forward P/E multiple. Analyst Commentary Recent research on Paycom points to a broad reset in expectations, with multiple firms cutting their price targets and adjusting models.
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.
Declared Dividend • Feb 13Fourth quarter dividend of US$0.38 announcedDividend of US$0.38 is the same as last year. Ex-date: 9th March 2026 Payment date: 23rd March 2026 Dividend yield will be 1.2%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (19% earnings payout ratio) and cash flows (20% cash payout ratio). The dividend has not increased over the past 3 years but payments have been stable during that time. EPS is expected to grow by 21% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Price Target Changed • Feb 12Price target decreased by 17% to US$164Down from US$197, the current price target is an average from 17 analysts. New target price is 37% above last closing price of US$120. Stock is down 44% over the past year. The company is forecast to post earnings per share of US$8.50 for next year compared to US$8.13 last year.
Seeking Alpha • Feb 12Paycom Software Q4: After The Massive Selloff, An Attractive Opportunity (Upgrade)Summary Paycom Software, Inc. is upgraded to Buy after a 46% share price decline and improved profitability, now trading at a low 11x forward P/E. PAYC's Q4 results showed 10% revenue growth, expanding margins, and robust cash generation, despite a slowdown in top-line growth guidance for 2026. Flagship products like Beti and the new AI offering IWant are driving record 91% revenue retention and enhancing long-term profitability. With intrinsic value estimated at $156/share, PAYC offers ~33% upside; current valuation reflects AI disruption fears, but fundamentals remain strong. Read the full article on Seeking Alpha
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.
ナラティブ更新 • Feb 10PAYC: Sector Repricing And Stable Macro Will Support Future UpsideNarrative Update Analysts have trimmed their price targets on Paycom, with our fair value estimate moving from US$201.29 to US$197.18, citing refreshed sector outlooks, updated interest rate assumptions, and revised expectations around revenue growth, margins, and future P/E multiples. Analyst Commentary Recent Street research on Paycom has centered on recalibrating price targets and assumptions rather than shifting ratings in a dramatic way.
ナラティブ更新 • Jan 27PAYC: Automation And Buybacks Will Support Margins As Expectations ResetAnalyst fair value estimates for Paycom Software have edged down by about $4 to roughly $201 per share, as analysts trim price targets across the software group and factor in a softer employment backdrop and updated rate expectations. Analyst Commentary Recent research updates on Paycom highlight a reset in expectations, with several firms lowering price targets and revisiting their assumptions around growth, employment trends and interest rates.
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
ナラティブ更新 • Jan 12PAYC: Automation And Share Repurchases Will Support Durable Margins Despite Softer SubscriptionsAnalysts have nudged their average price target on Paycom Software lower, trimming it by about US$3 to reflect updated interest rate assumptions, softer expectations around subscription growth, and more cautious views following recent target cuts from several research firms. Analyst Commentary Recent research updates point to a more mixed setup for Paycom, with price targets coming down but opinions split on how attractive the risk or reward looks from here.
ナラティブ更新 • Dec 27PAYC: AI Automation Will Support Durable Margins Amid Moderating Subscription MomentumAnalysts have trimmed their fair value estimate for Paycom Software slightly to approximately $208.71 from about $209.94 per share, citing a weaker employment backdrop, more cautious management guidance, and expectations for high single digit subscription revenue growth rather than the stronger historical trajectory. Analyst Commentary Recent Street research reflects a more tempered stance on Paycom Software, with multiple firms reducing price targets while generally maintaining neutral or hold level ratings.
Recent Insider Transactions • Dec 16Chief Financial Officer recently sold US$211k worth of stockOn the 10th of December, Robert Foster sold around 1k shares on-market at roughly US$163 per share. This transaction amounted to 20% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$364k. This was Robert's only on-market trade for the last 12 months.
ナラティブ更新 • Dec 13PAYC: Single-Database Platform And AI Usage Will Drive Long-Term Margin ExpansionAnalysts have modestly reduced their price targets on Paycom Software to a mid to high $100s range, citing a softer employment backdrop, more cautious management guidance on subscription upside, and a balanced view between near term volatility and longer term growth and AI driven opportunities. Analyst Commentary Recent research updates reflect a more nuanced stance on Paycom, with price targets converging in a mid to upper range but with divergent views on how quickly growth and profitability can reaccelerate.
ナラティブ更新 • Nov 27PAYC: Single-Database Architecture and AI Integration Will Drive Market Share UpsideAnalysts have recently lowered their price targets for Paycom Software, with reductions ranging from $15 to $75 per share. They cite a subdued employment market and a cautious management outlook as primary factors behind the shift.
Upcoming Dividend • Nov 20Upcoming dividend of US$0.38 per shareEligible shareholders must have bought the stock before 24 November 2025. Payment date: 08 December 2025. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of American dividend payers (4.6%). Lower than average of industry peers (2.1%).
ナラティブ更新 • Nov 11PAYC: Sector Momentum and Single-Database Architecture Will Drive Medium-Term UpsidePaycom Software's analyst-derived fair value estimate has been reduced from $242.75 to $209.94. Analysts attribute the adjustment to tempered subscription-revenue growth expectations, evolving management guidance, and a less robust employment market outlook.
Reported Earnings • Nov 06Third quarter 2025 earnings: EPS exceeds analyst expectationsThird quarter 2025 results: EPS: US$1.97 (up from US$1.31 in 3Q 2024). Revenue: US$493.3m (up 9.2% from 3Q 2024). Net income: US$110.7m (up 51% from 3Q 2024). Profit margin: 22% (up from 16% in 3Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 28%. Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Professional Services industry in the US. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.
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.
ナラティブ更新 • Oct 28AI And Automation Will Strengthen Workforce Management And Drive New EfficienciesPaycom Software's consensus analyst price target was modestly reduced from $246.69 to $242.75 per share. Analysts cite a mix of ongoing industry volatility and evolving growth expectations as factors supporting the adjustment.
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.
ナラティブ更新 • Oct 13AI And Automation Will Elevate HR Workforce ManagementAnalysts have slightly lowered their fair value estimate for Paycom Software to $246.69 from $249.25. They cite tempered profit margin and growth projections, despite continued optimism about the company’s AI initiatives and operational resilience.
ナラティブ更新 • Sep 27AI And Automation Will Elevate HR Workforce ManagementAnalysts modestly raised their price target for Paycom Software to $249.25, citing robust AI-driven product innovation, strong free cash flow outlook, and confidence in sustained growth despite sector headwinds. Analyst Commentary Bullish analysts highlight Paycom's strong positioning to benefit from AI trends, citing its single database architecture and history of innovation as strategic advantages.
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.
分析記事 • Sep 16Paycom Software (NYSE:PAYC) Will Want To Turn Around Its Return TrendsIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...
Buy Or Sell Opportunity • Sep 02Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 17% to US$220. The fair value is estimated to be US$282, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 23%. For the next 3 years, revenue is forecast to grow by 7.8% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
Upcoming Dividend • Aug 21Upcoming dividend of US$0.38 per shareEligible shareholders must have bought the stock before 25 August 2025. Payment date: 08 September 2025. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of American dividend payers (4.5%). Lower than average of industry peers (1.7%).
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.
Buy Or Sell Opportunity • Aug 11Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to US$221. The fair value is estimated to be US$283, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 23%. For the next 3 years, revenue is forecast to grow by 7.7% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
分析記事 • Aug 10Results: Paycom Software, Inc. Beat Earnings Expectations And Analysts Now Have New ForecastsNYSE:PAYC 1 Year Share Price vs Fair Value Explore Paycom Software's Fair Values from the Community and select yours...
Reported Earnings • Aug 07Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: US$1.60 (up from US$1.20 in 2Q 2024). Revenue: US$483.6m (up 11% from 2Q 2024). Net income: US$89.5m (up 32% from 2Q 2024). Profit margin: 19% (up from 16% in 2Q 2024). Revenue exceeded analyst estimates by 2.5%. Earnings per share (EPS) also surpassed analyst estimates by 25%. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Professional Services industry in the US. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
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.
分析記事 • Aug 05Is There An Opportunity With Paycom Software, Inc.'s (NYSE:PAYC) 26% Undervaluation?Key Insights Paycom Software's estimated fair value is US$311 based on 2 Stage Free Cash Flow to Equity Paycom...
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
Buy Or Sell Opportunity • Jul 02Now 20% undervaluedOver the last 90 days, the stock has risen 6.9% to US$228. The fair value is estimated to be US$286, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 27%. For the next 3 years, revenue is forecast to grow by 7.7% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.
分析記事 • Jun 30Should You Think About Buying Paycom Software, Inc. (NYSE:PAYC) Now?Paycom Software, Inc. ( NYSE:PAYC ) saw a decent share price growth of 18% on the NYSE over the last few months. The...
分析記事 • May 30The Returns On Capital At Paycom Software (NYSE:PAYC) Don't Inspire ConfidenceFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
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.
Upcoming Dividend • May 23Upcoming dividend of US$0.38 per shareEligible shareholders must have bought the stock before 27 May 2025. Payment date: 09 June 2025. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of American dividend payers (4.8%). Lower than average of industry peers (1.7%).
分析記事 • May 15Weak Statutory Earnings May Not Tell The Whole Story For Paycom Software (NYSE:PAYC)The market rallied behind Paycom Software, Inc.'s ( NYSE:PAYC ) stock, leading do a rise in the share price after its...
Recent Insider Transactions Derivative • May 09Founder notifies of intention to sell stockChad Richison intends to sell 300k shares in the next 90 days after lodging an Intent To Sell Form on the 8th of May. If the sale is conducted around the recent share price of US$229, it would amount to US$69m. For the year to December 2018, Chad's total compensation was 24% salary and 76% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since June 2024, Chad's direct individual holding has decreased from 6.67m shares to 6.08m. Company insiders have collectively sold US$4.3m more than they bought, via options and on-market transactions in the last 12 months.
Reported Earnings • May 08First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: US$2.49 (down from US$4.37 in 1Q 2024). Revenue: US$530.5m (up 6.1% from 1Q 2024). Net income: US$139.4m (down 44% from 1Q 2024). Profit margin: 26% (down from 49% in 1Q 2024). Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) also surpassed analyst estimates by 25%. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Professional Services industry in the US. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Declared Dividend • May 08First quarter dividend of US$0.38 announcedDividend of US$0.38 is the same as last year. Ex-date: 27th May 2025 Payment date: 9th June 2025 Dividend yield will be 0.6%, which is lower than the industry average of 1.6%. Payout Ratios Payout ratio: 16%. Cash payout ratio: 22%.
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
Buy Or Sell Opportunity • Apr 07Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.8% to US$197. The fair value is estimated to be US$247, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 32%. For the next 3 years, revenue is forecast to grow by 7.9% per annum. Earnings are also forecast to grow by 4.2% per annum over the same time period.
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
Upcoming Dividend • Mar 03Upcoming dividend of US$0.38 per shareEligible shareholders must have bought the stock before 10 March 2025. Payment date: 24 March 2025. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of American dividend payers (4.5%). Lower than average of industry peers (1.7%).
Recent Insider Transactions • Feb 26Chief Operating Officer recently sold US$764k worth of stockOn the 21st of February, Randy Peck sold around 4k shares on-market at roughly US$212 per share. This transaction amounted to 8.5% 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 Randy's only on-market trade for the last 12 months.
Recent Insider Transactions Derivative • Feb 23Chief Operating Officer notifies of intention to sell stockRandy Peck intends to sell 4k shares in the next 90 days after lodging an Intent To Sell Form on the 21st of February. If the sale is conducted around the recent share price of US$214, it would amount to US$769k. Since June 2024, Randy's direct individual holding has increased from 40.61k shares to 42.38k. Company insiders have collectively sold US$4.0m more than they bought, via options and on-market transactions in the last 12 months.
Declared Dividend • Feb 13Fourth quarter dividend of US$0.38 announcedDividend of US$0.38 is the same as last year. Ex-date: 10th March 2025 Payment date: 24th March 2025 Dividend yield will be 0.7%, which is lower than the industry average of 1.6%. Payout Ratios Payout ratio: 17%. Cash payout ratio: 24%.
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.
Buy Or Sell Opportunity • Feb 07Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to US$200. The fair value is estimated to be US$250, 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 34%. For the next 3 years, revenue is forecast to grow by 8.2% per annum. Earnings are also forecast to grow by 1.5% per annum over the same time period.
Seeking Alpha • Jan 30Paycom: Stay The CourseSummary Over the past year, Paycom has generated double-digit returns, in line with other cloud computing stocks. Paycom's transition to more automated suite of products appears to be seeing strong traction in the market. PAYC's operating cash flow generation keeps getting better, and with CAPEX poised to dip by 10% next year, the prospect of better shareholder rewards looks likely. PAYC continues to face EBITDA margin pressure, while the short interest has picked up in recent months. PAYC recouped its 200DMA in October, the first time in 15 months, and is now consolidating below its channel boundary. Read the full article on Seeking Alpha
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
Buy Or Sell Opportunity • Jan 02Now 20% undervaluedOver the last 90 days, the stock has risen 20% to US$201. The fair value is estimated to be US$253, 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 34%. For the next 3 years, revenue is forecast to grow by 8.3% per annum. Earnings are also forecast to grow by 2.4% per annum over the same time period.
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.
Price Target Changed • Dec 12Price target increased by 7.3% to US$216Up from US$202, the current price target is an average from 15 analysts. New target price is 9.8% below last closing price of US$240. Stock is up 18% over the past year. The company is forecast to post earnings per share of US$8.51 for next year compared to US$5.91 last year.
Seeking Alpha • Nov 21Paycom Software: Analyzing Growth Potential Amid Operational ChallengesSummary Paycom Software offers a scalable SaaS HCM solution with high margins and strong customer retention, targeting medium to large companies to streamline HR processes. Despite impressive historical growth and a clean balance sheet, recent revenue growth has slowed, and operational costs have risen, raising concerns. The company's valuation is ambitious, requiring significant growth, particularly through international expansion, which carries execution risks and competitive challenges. Read the full article on Seeking Alpha
Upcoming Dividend • Nov 18Upcoming dividend of US$0.38 per shareEligible shareholders must have bought the stock before 25 November 2024. Payment date: 09 December 2024. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of American dividend payers (4.3%). Lower than average of industry peers (1.5%).
Valuation Update With 7 Day Price Move • Nov 07Investor sentiment improves as stock rises 34%After last week's 34% share price gain to US$231, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 23x in the Professional Services industry in the US. Total loss to shareholders of 52% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$242 per share.
Seeking Alpha • Nov 05Paycom Q3 Results: Investors Loved The Results, But I Am Not ConvincedSummary Paycom Software, Inc.'s Q3 earnings report showed decent numbers, but the market's 22% positive reaction was overly optimistic, given modest growth and margin declines. The company reported $451.9M in revenue (+11.2% y/y) and beat analysts' estimates, but efficiency and profitability metrics slightly declined. Paycom's automation features like Beti and GONE are valuable, but broader awareness and aggressive sales efforts are needed to boost revenue growth. Despite strong financials and promising automation, I maintain a hold rating due to the current high valuation and need for improved revenue growth and margins. Read the full article on Seeking Alpha
Price Target Changed • Nov 03Price target increased by 7.5% to US$198Up from US$184, the current price target is an average from 15 analysts. New target price is 6.0% below last closing price of US$211. Stock is up 32% over the past year. The company is forecast to post earnings per share of US$8.55 for next year compared to US$5.91 last year.
