Paychex 배당 및 자사주 매입
배당 기준 점검 5/6
Paychex 은(는) 현재 수익률이 4.47% 인 배당금 지급 회사입니다.
핵심 정보
4.5%
배당 수익률
1.8%
자사주 매입 수익률
| 총 주주 수익률 | 6.3% |
| 미래 배당 수익률 | 5.9% |
| 배당 성장률 | 9.5% |
| 다음 배당 지급일 | n/a |
| 배당락일 | n/a |
| 주당 배당금 | n/a |
| 배당 성향 | 90% |
최근 배당 및 자사주 매입 업데이트
Recent updates
내러티브 업데이트 • 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.분석 기사 • 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...Seeking Alpha • Jun 17
Paychex: Checks All Boxes Except For Proven Growth
Summary Paychex (PAYX) remains a hold as I await clearer evidence of sustained organic growth post-Paycor acquisition. PAYX boasts robust profitability—47.7% adjusted operating margin, 26% net margin, and strong cash generation fueling a reliable, growing dividend. Paycor has driven a 20% YoY revenue increase, but organic growth lags at 4–5%, raising questions about long-term acceleration. Valuation appears discounted at 22x PE versus historical 32x, but persistent low organic growth and elevated debt temper my enthusiasm. Read the full article on Seeking Alpha내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.
새로운 내러티브 • 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?내러티브 업데이트 • 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.
새로운 내러티브 • 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?내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • Aug 04
The Returns On Capital At Paychex (NASDAQ:PAYX) Don't Inspire Confidence
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...분석 기사 • Jul 11
Calculating The Intrinsic Value Of Paychex, Inc. (NASDAQ:PAYX)
Key Insights The projected fair value for Paychex is US$145 based on 2 Stage Free Cash Flow to Equity Current share...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 AlphaSeeking Alpha • Jan 08
Paychex Writes A Fat Check For Paycor HCM
Summary Paychex's acquisition of Paycor HCM for $22.50 per share led to a 3% drop in Paycor's stock, reflecting market disappointment. Despite the drop, Paychex's management expects $80 million in annual run-rate synergies and additional revenue synergies from the deal. PAYX shares have underperformed the S&P 500, but the company's fundamentals are strong, though its stock remains expensive. I maintain a 'hold' rating for Paychex and recommend a 'sell' for PYCR due to limited additional upside. Read the full article on Seeking AlphaSeeking Alpha • Dec 20
Paychex: Payrolling In Profits, But Valuation Could Use A Check
Summary Paychex's Q2 2025 results exceeded expectations, driven by strong growth in PEO and Insurance Solutions, and a focus on AI-driven solutions and HR analytics. Despite a solid outlook for FY 2025, risks include a moderating job market and increasing competition in the HR and payroll services industry. The company's valuation is high, trading at a premium to historical and peer group multiples, making it difficult to justify paying current prices for the stock. Given the strong fundamentals but expensive valuation, I rate Paychex a 'hold'. Investors may want to avoid the stock for now. Read the full article on Seeking Alpha지급의 안정성과 성장
배당 데이터 가져오는 중
안정적인 배당: PAYX 의 주당 배당금은 지난 10 년 동안 안정적이었습니다.
배당금 증가: PAYX 의 배당금 지급은 지난 10 년 동안 증가했습니다.
배당 수익률 vs 시장
| Paychex 배당 수익률 vs 시장 |
|---|
| 구분 | 배당 수익률 |
|---|---|
| 회사 (PAYX) | 4.5% |
| 시장 하위 25% (US) | 1.4% |
| 시장 상위 25% (US) | 4.2% |
| 업계 평균 (Professional Services) | 2.7% |
| 분석가 예측 (PAYX) (최대 3년) | 5.9% |
주목할만한 배당금: PAYX 의 배당금( 4.47% )은 US 시장에서 배당금 지급자의 하위 25%( 1.37% )보다 높습니다.
고배당: PAYX 의 배당금( 4.47% )은 US 시장( 4.18% )
주주 대상 이익 배당
수익 보장: 지급 비율 ( 90.3% )이 높기 때문에 PAYX 의 배당금 지급은 수익으로 잘 충당되지 않습니다.
주주 현금 배당
현금 흐름 범위: 합리적인 현금 지급 비율 ( 66.2% )로 PAYX 의 배당금 지급은 현금 흐름으로 충당됩니다.
높은 배당을 제공하는 우량 기업 찾기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/06/25 04:48 |
| 종가 | 2026/06/25 00:00 |
| 수익 | 2026/05/31 |
| 연간 수익 | 2026/05/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Paychex, Inc.는 33명의 분석가가 다루고 있습니다. 이 중 17명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| null null | Argus Research Company |
| Mark Marcon | Baird |
| Lisa Dejong Ellis | Bernstein |