Paylocity Holding Corporation

NasdaqGS:PCTY 주식 리포트

시가총액: US$6.2b

Paylocity Holding 경영진

경영진 기준 점검 2/4

Paylocity Holding CEO는 Toby Williams, Mar2022 에 임명되었습니다 의 임기는 4.17 년입니다. 총 연간 보상은 $18.04M, 3.8% 급여 및 96.2% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $9.55M 가치에 해당하는 회사 주식의 0.16% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 3.8 년과 6.9 년입니다.

핵심 정보

Toby Williams

최고경영자

US$18.0m

총 보수

CEO 급여 비율3.77%
CEO 재임 기간4.2yrs
CEO 지분 보유율0.2%
경영진 평균 재임 기간3.8yrs
이사회 평균 재임 기간6.9yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 May 24

PCTY: Buybacks And Margin Execution Will Support 2026 Upside Potential

Paylocity Holding's analyst price target has been reset lower by $16, with analysts pointing to more measured revenue growth expectations, a slightly higher discount rate, modestly stronger profit margin forecasts, and a lower future P/E multiple after a mix of recent target raises and cuts across the Street. Analyst Commentary Recent Street research shows a mixed backdrop, but there are clear pockets of optimism around Paylocity Holding that help explain why the overall price target reset is more measured than the largest individual cuts might suggest.
Seeking Alpha May 20

Paylocity: Stellar Performance Will Eventually Be Rewarded (Rating Upgrade)

Summary Paylocity is upgraded to a buy as its fundamentals remain robust despite a 39% share price decline since the prior hold rating. PCTY delivers strong double-digit recurring revenue growth (11.5% YoY), expanding margins, and formidable cash flow with a highly efficient, asset-light business model. Management raised FY26 guidance above consensus, targeting 10-12% revenue growth and leveraging low market penetration (~3%) for future expansion. Current valuation offers a margin of safety, with fair value estimated at $156/share, as negative SaaS sentiment and AI disruption fears appear overblown. Read the full article on Seeking Alpha
분석 기사 May 16

We Like Paylocity Holding's (NASDAQ:PCTY) Earnings For More Than Just Statutory Profit

Paylocity Holding Corporation's ( NASDAQ:PCTY ) solid earnings announcement recently didn't do much to the stock price...
분석 기사 May 11

Paylocity Holding Corporation Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Paylocity Holding Corporation ( NASDAQ:PCTY ) just released its latest third-quarter results and things are looking...
내러티브 업데이트 May 09

PCTY: Mixed Revisions And Execution Risks Will Shape Future Share Performance

Analysts have adjusted their views on Paylocity Holding, resulting in a modest $1 change in the average price target. This reflects slightly updated assumptions on discount rates, revenue growth, profit margins, and future P/E multiples following a series of mixed target revisions across the Street.
내러티브 업데이트 Apr 25

PCTY: Lower Multiple And Buybacks Will Support Future Share Price Rebound

Analysts have reduced the Paylocity Holding price target by $52.88. The updated $114.00 level reflects revised expectations for growth, profitability and future P/E multiples following a series of downward target moves across the Street.
내러티브 업데이트 Apr 09

PCTY: 2026 Software Rebound And Buybacks Will Support Upside Potential

Paylocity Holding's updated analyst price target edges slightly higher to about $228, as analysts factor in modestly adjusted assumptions for fair value, discount rate, revenue growth, profit margin and future P/E following a broad round of lowered Street targets across the payroll software group. Analyst Commentary Recent research on Paylocity shows a cluster of price target resets across the payroll software peer group, with analysts fine tuning their models on fair value, discount rates, revenue assumptions and profit margins.
내러티브 업데이트 Mar 26

PCTY: Stable Margins And Buybacks Will Drive Long Term Upside

Analysts trimmed the Paylocity Holding fair value estimate by about $1 to $169.43 per share. The change reflects updated price targets across the Street and slightly higher discount rate and future P/E assumptions, while revenue growth and profit margin expectations remain essentially unchanged.
내러티브 업데이트 Mar 10

PCTY: 2026 Software Setup And Buybacks Will Support Upside Potential

Analyst price targets for Paylocity Holding have been reset lower, with a series of cuts ranging from $5 to $75 as analysts factor updated macro assumptions, sector-wide software rerating, and company specific expectations into their models. Analyst Commentary Despite the latest round of lower price targets, some bullish analysts are still highlighting areas where they see potential upside for Paylocity, particularly around execution and the setup for software over the next couple of years.
내러티브 업데이트 Feb 23

PCTY: 2026 Sector Setup And Buybacks Will Drive Upside

Our updated narrative on Paylocity reflects a reduced analyst price target of about $226, in line with a broad round of target cuts across the Street as analysts recalibrate for slightly lower revenue growth, narrower profit margin assumptions, a modestly higher discount rate, and a marginally higher future P/E multiple. Analyst Commentary Across the Street, most recent research has centered on recalibrating Paylocity price targets, with a cluster of firms trimming targets by between $5 and $75.
분석 기사 Feb 10

What You Can Learn From Paylocity Holding Corporation's (NASDAQ:PCTY) P/E After Its 25% Share Price Crash

Paylocity Holding Corporation ( NASDAQ:PCTY ) shareholders that were waiting for something to happen have been dealt a...
내러티브 업데이트 Feb 08

PCTY: Beat And Raise Cadence Will Drive Long Term Upside Potential

Analysts have reduced their Paylocity Holding price targets, reflected in our fair value update from $192.19 to $170.38. They largely cite sector wide target cuts and lower assumed future P/E multiples, even as revenue growth and profit margin assumptions in their models remain relatively steady.
내러티브 업데이트 Jan 25

PCTY: Beat And Raise Cadence Will Support Long Term Upside Potential

Narrative Update on Paylocity Holding Analysts have trimmed their fair value estimate for Paylocity Holding by about $1.66 to $192.19. This reflects a mix of lowered and raised price targets as they update assumptions on discount rates, long term margins, and future P/E multiples in light of recent sector outlooks and company specific research.
내러티브 업데이트 Jan 10

PCTY: Beat And Raise Cadence Will Support Long Term Capital Appreciation

Analysts have made a slight adjustment to their Paylocity fair value estimate to $193.85, reflecting updated assumptions for interest rates, earnings multiples, and recent research that includes both higher and lower price targets across firms. Analyst Commentary Recent research on Paylocity reflects a mix of optimism on execution and caution around the operating backdrop, with price targets clustering between US$175 and US$245 compared with the updated fair value estimate of US$193.85.
분석 기사 Jan 05

Shareholders Would Enjoy A Repeat Of Paylocity Holding's (NASDAQ:PCTY) Recent Growth In Returns

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
내러티브 업데이트 Dec 25

PCTY Beat And Raise Cadence Will Drive Upside Through Fiscal 2026

Analysts have reduced their fair value estimate for Paylocity Holding to $250 from $270, citing a higher discount rate that more than offsets improving growth, margin expectations, and confidence in a beat and raise earnings trajectory reflected in recent, albeit lowered, price targets across the Street. Analyst Commentary Bullish analysts acknowledge the higher discount rate but continue to underscore Paylocity's ability to execute consistently, highlighting recent results and guidance that have outpaced muted investor expectations.
내러티브 업데이트 Dec 11

PCTY: Beat And Raise Cadence Will Drive Long Term Capital Appreciation

Narrative Update on Paylocity Holding Analyst Price Target Analysts have modestly fine tuned their price target assumptions for Paylocity Holding, maintaining fair value near $194 per share. Slight adjustments to discount rates and long term growth expectations reflect confidence in the company’s ability to deliver a beat and raise cadence and attractive long term appreciation, despite mixed target revisions across the Street.
내러티브 업데이트 Nov 27

PCTY: Beat-And-Raise Execution And Share Buyback Will Drive Outperformance In 2026

The analyst average price target for Paylocity was slightly reduced to $194.16 from $194.28, as analysts balanced steady fundamentals and recent guidance with ongoing sector volatility and cautious optimism around the company's growth prospects. Analyst Commentary Recent street research reveals both optimism and caution among analysts regarding Paylocity's outlook.
내러티브 업데이트 Nov 12

PCTY: Beat-And-Raise Cadence And Share Buybacks Will Drive Renewed Outperformance

Analysts have revised their price target for Paylocity Holding downward by approximately $20 to $194. This adjustment reflects tempered growth expectations and recent market commentary that highlights both near-term sector headwinds and the company's continued potential for long-term outperformance.
내러티브 업데이트 Oct 29

Recurring Revenue Strength And AI Integration Will Drive Long-Term Sector Gains

Analysts have slightly reduced their price target for Paylocity Holding, lowering it by about $1 to $214.58. They cite lower sector sentiment and expectations for subdued near-term performance despite stable company fundamentals.
내러티브 업데이트 Oct 15

Unified HR And Finance Solutions Will Empower Digital Transformation

Analysts have modestly reduced their fair value estimate for Paylocity Holding, lowering the price target by approximately $4.53 per share. They cited updated macroeconomic expectations and sector volatility as key factors behind the adjustment.
분석 기사 Jul 30

An Intrinsic Calculation For Paylocity Holding Corporation (NASDAQ:PCTY) Suggests It's 30% Undervalued

Key Insights Using the 2 Stage Free Cash Flow to Equity, Paylocity Holding fair value estimate is US$273 Paylocity...
분석 기사 Jul 17

Paylocity Holding (NASDAQ:PCTY) Is Looking To Continue Growing Its Returns On Capital

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
분석 기사 Jul 03

Why We're Not Concerned About Paylocity Holding Corporation's (NASDAQ:PCTY) Share Price

Paylocity Holding Corporation's ( NASDAQ:PCTY ) price-to-earnings (or "P/E") ratio of 43.7x might make it look like a...
분석 기사 Jun 19

Does Paylocity Holding (NASDAQ:PCTY) Have A Healthy Balance Sheet?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Seeking Alpha Mar 13

Paylocity: Airbase Integration To Strengthen Positioning

Summary Paylocity is a cloud payroll/HCM software provider with steady growth, recently acquiring Airbase to strengthen its market positioning and product offerings. Despite recent volatility, I maintain an overweight rating on PCTY, projecting a 10% return based on its solid fundamentals and revenue predictability. PCTY's Q2 2025 revenue grew 15.5% YoY, with strong liquidity and a healthy debt-to-equity ratio, though OCF showed seasonal decline. The Airbase acquisition expands PCTY's TAM and product integration, but potential pricing adjustments, if it happens, may pose a moderate risk to future revenue retention. Read the full article on Seeking Alpha
Seeking Alpha Dec 26

Paylocity: A Strong And Interesting HCM Play

Summary Paylocity Holding Corporation's recent sales growth exceeded expectations, but the stock's 50 times earnings multiple is too high given the slower growth rate. The company is a leader in cloud-based HR and payroll software, serving nearly 40,000 clients and showing impressive revenue growth, which ten folded over the past decade. The acquisition of Airbase aims to expand Paylocity's software offerings, but the deal's high cost and impact on margins warrant caution. Despite a strong track record and high insider ownership, the current valuation is demanding; I prefer to wait for more attractive entry points. Read the full article on Seeking Alpha
Seeking Alpha Oct 05

Paylocity: A Storm On The Horizon?

Summary FY 2025 projection of 8.3% vs. 19% in FY 2024 shows market saturation and difficulty in differentiating from competitors. R&D and SG&A expenses are up, impacting profitability and future growth. No signs that these expenses will decrease in the next quarters. Major players like ADP and Workday intensifying AI investment, threatening Paylocity’s position. The company has already invested in AI, but this trend could increase significantly R&D costs. Several executives and directors recently offloading stock despite buybacks suggest, in my view, weak confidence. High multiples (P/S 6.7, EV/EBITDA 31) indicate overvaluation despite solid fundamentals. I maintain a Hold rating for now. Read the full article on Seeking Alpha
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새로운 내러티브 Aug 27

Innovative Software And AI-driven Solutions Propel Market Dominance And Revenue Surge

Offering modern software and investing in product development, such as Advanced Scheduling and AI-driven tools, aims to attract clients and increase revenue.
Seeking Alpha Jul 21

Paylocity: Underappreciated Durable Growth

Summary Paylocity, a leading provider of cloud-based HR and payroll software, has been delivering strong and consistent revenue growth for many years. Despite its robust growth and profitability, Paylocity's stock appears undervalued, especially when compared to AI and semiconductor companies, making it worthy of investment consideration. Paylocity offers solid revenue growth, improving profit margins, and increasing earnings per share at a very attractive valuation. Read the full article on Seeking Alpha
Seeking Alpha Jun 28

Paylocity Stock Deserves A Closer Look At A 4-Year Low

Summary Paylocity is down 20% in 2024, trading at its lowest level since 2020. Uncertainties toward the U.S. labor market and its impact on demand for human capital management software have added volatility. PCTY stock remains well positioned to rebound, with its outlook supported by strong fundamentals. Read the full article on Seeking Alpha

CEO 보수 분석

Toby Williams의 보수는 Paylocity Holding의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

US$258m

Dec 31 2025n/an/a

US$238m

Sep 30 2025n/an/a

US$226m

Jun 30 2025US$18mUS$681k

US$227m

Mar 31 2025n/an/a

US$227m

Dec 31 2024n/an/a

US$221m

Sep 30 2024n/an/a

US$222m

Jun 30 2024US$15mUS$638k

US$207m

Mar 31 2024n/an/a

US$195m

Dec 31 2023n/an/a

US$168m

Sep 30 2023n/an/a

US$145m

Jun 30 2023US$22mUS$625k

US$141m

Mar 31 2023n/an/a

US$119m

Dec 31 2022n/an/a

US$96m

Sep 30 2022n/an/a

US$90m

Jun 30 2022US$8mUS$460k

US$91m

Mar 31 2022n/an/a

US$88m

Dec 31 2021n/an/a

US$90m

Sep 30 2021n/an/a

US$89m

Jun 30 2021US$6mUS$400k

US$71m

Mar 31 2021n/an/a

US$64m

Dec 31 2020n/an/a

US$67m

Sep 30 2020n/an/a

US$63m

Jun 30 2020US$4mUS$397k

US$64m

Mar 31 2020n/an/a

US$70m

Dec 31 2019n/an/a

US$58m

Sep 30 2019n/an/a

US$58m

Jun 30 2019US$3mUS$378k

US$54m

보상 대 시장: Toby의 총 보수(USD18.04M)는 US 시장에서 비슷한 규모 기업의 평균(USD8.38M)보다 높습니다.

보상과 수익: Toby의 보상은 지난 1년 동안 20% 이상 증가했습니다.


CEO

Toby Williams (52 yo)

4.2yrs
재임 기간
US$18,044,482
보수

Mr. Toby J. Williams, J.D. is an Independent Director of CS Disco, Inc. from April 22, 2026. Over his career, he has served in senior roles in both public and privately held cloud-based software companies,...


리더십 팀

이름직위재임 기간보수지분
Steven Beauchamp
Executive Chairman of the Board19.3yrsUS$3.45m3.54%
$ 218.0m
Toby Williams
President4.2yrsUS$18.04m0.16%
$ 9.5m
Steven Sarowitz
Founder & Directorno dataUS$243.66k15.8%
$ 972.6m
Ryan Glenn
Chief Financial Officer4.2yrsUS$6.31m0.036%
$ 2.2m
Andrew Cappotelli
Senior Vice President of Operations2yrsUS$3.12m0.033%
$ 2.0m
Melissa King
Senior Vice President of Product & Technology1.4yrsUS$4.26m0.010%
$ 643.1k
Joshua Scutt
Senior Vice President of Sales7.3yrsUS$5.14m0.081%
$ 5.0m
Nicholas Rost
VP, Chief Accounting Officer & Treasurer4.7yrs데이터 없음0.012%
$ 767.4k
Amber Livingston
VP & General Counselno data데이터 없음데이터 없음
Adam Byerley
Vice President of Strategy & Corporate Development4.3yrs데이터 없음데이터 없음
Allison Windon
Vice President of Marketing1.3yrs데이터 없음데이터 없음
Jill Morrison
Chief Human Resources Officer3.3yrs데이터 없음데이터 없음
3.8yrs
평균 재임 기간
52.5yo
평균 나이

경험이 풍부한 관리: PCTY의 경영진은 경험이 있음으로 간주됩니다(평균 재임 3.8 년).


이사회 구성원

이름직위재임 기간보수지분
Steven Beauchamp
Executive Chairman of the Board19.3yrsUS$3.45m3.54%
$ 218.0m
Toby Williams
President4.2yrsUS$18.04m0.16%
$ 9.5m
Steven Sarowitz
Founder & Director29.3yrsUS$243.66k15.8%
$ 972.6m
Virginia Breen
Independent Director7.7yrsUS$258.66k0.017%
$ 1.0m
Craig Conway
Independent Director2.2yrsUS$256.16k0.0035%
$ 216.6k
Ronald Waters
Lead Independent Director12.5yrsUS$291.16k0.015%
$ 939.2k
Robin Pederson
Independent Director6.2yrsUS$258.66k0.011%
$ 658.5k
Andres Reiner
Independent Director11.7yrsUS$256.16k0.051%
$ 3.1m
Linda Breard
Independent Director2.6yrsUS$253.66k0.0042%
$ 260.3k
Kenneth Robinson
Independent Director6.2yrsUS$261.15k0.0076%
$ 468.3k
6.9yrs
평균 재임 기간
60yo
평균 나이

경험이 풍부한 이사회: PCTY의 이사회경험이 있음으로 간주됩니다(평균 재임 6.9 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/30 21:16
종가2026/05/29 00:00
수익2026/03/31
연간 수익2025/06/30

데이터 소스

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패키지데이터기간미국 소스 예시 *
기업 재무제표10년
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분석가 컨센서스 추정치+3년
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시장 가격30년
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지분 구조10년
  • 주요 주주
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경영진10년
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주요 개발10년
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분석가 소스

Paylocity Holding Corporation는 39명의 분석가가 다루고 있습니다. 이 중 20명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Mark MarconBaird
Raimo LenschowBarclays
Daniel JesterBMO Capital Markets Equity Research