View Financial HealthPaycom Software 배당 및 자사주 매입배당 기준 점검 2/6Paycom Software 수익으로 충분히 충당되는 현재 수익률 1.12% 보유한 배당금 지급 회사입니다. 다음 지급일은 8th June, 2026 이며 배당락일은 다음과 같습니다. 26th May, 2026.핵심 정보1.1%배당 수익률22.5%자사주 매입 수익률총 주주 수익률23.6%미래 배당 수익률1.2%배당 성장률n/a다음 배당 지급일08 Jun 26배당락일26 May 26주당 배당금n/a배당 성향17%최근 배당 및 자사주 매입 업데이트Declared 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.공시 • May 06+ 1 more updatePaycom Software, Inc. Declares Quarterly Cash Dividend, Payable on June 8, 2026Paycom Software, Inc. announced that its Board of Directors declared a cash dividend in the amount of $0.375 per share of common stock, to be paid on June 8, 2026, to all stockholders of record as of the close of business on May 26, 2026.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%).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.공시 • 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.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%).모든 업데이트 보기Recent updatesMajor Estimate Revision • 14hConsensus EPS estimates increase by 10%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from US$8.51 to US$9.36. Revenue forecast steady at US$2.19b. Net income forecast to grow 1.6% next year vs 18% growth forecast for Professional Services industry in the US. Consensus price target broadly unchanged at US$151. Share price fell 3.5% to US$134 over the past week.속보 • May 13Paycom Software Tops Q1 Estimates With 7.8% Revenue Growth and Approves $2b Buyback PlanPaycom reported Q1 2026 revenue of US$571.9m, up 7.8% year over year and ahead of analyst estimates. Adjusted EPS came in at US$3.15, beating consensus by 5.4%, with GAAP net income of US$155.7m and a net margin of 27.2%. The company repurchased 8.38 million shares for about US$1.06b, partly funded by US$675m of new long-term debt, paid US$17.7m in dividends, reaffirmed 2026 guidance, and approved a new US$2.0b buyback plan. These results reflect execution on Paycom’s automation-focused payroll and HR platform, with management emphasizing tools like Beti and GONE as drivers of client engagement and efficiency. The combination of earnings beat, reaffirmed guidance and sizeable repurchase authorization points to management’s confidence, while the larger debt load and prior share price underperformance are additional factors to consider when assessing risk and capital allocation.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.공시 • May 06+ 1 more updatePaycom Software, Inc. Declares Quarterly Cash Dividend, Payable on June 8, 2026Paycom Software, Inc. announced that its Board of Directors declared a cash dividend in the amount of $0.375 per share of common stock, to be paid on June 8, 2026, to all stockholders of record as of the close of business on May 26, 2026.내러티브 업데이트 • 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.공시 • 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, 2026내러티브 업데이트 • 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.공시 • 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 States내러티브 업데이트 • 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.내러티브 업데이트 • 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.공시 • 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%).내러티브 업데이트 • 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.공시 • 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 Alpha공시 • 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.공시 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.공시 • 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.공시 • 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, 2026내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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%).내러티브 업데이트 • 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.공시 • 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.내러티브 업데이트 • 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.공시 • 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, 2025공시 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.공시 • 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.분석 기사 • 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%).공시 • 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.분석 기사 • 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.공시 • 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.공시 • 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.분석 기사 • 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...공시 • 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.공시 • 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.분석 기사 • 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...분석 기사 • 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...공시 • 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%).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%.공시 • 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.공시 • 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.공시 • 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.공시 • 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%.공시 • 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.공시 • 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 Alpha공시 • 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.공시 • 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.예정된 배당 지급오늘May 15 2026배당락일May 26 2026배당 지급일Jun 08 202613 days (배당락일 기준)다음 배당금을 받으려면 앞으로 11 days일 이내에 매수하세요지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: 배당금 지급이 안정적인 반면, PAYC 은(는) 배당금을 지급한 지 10년도 채 되지 않았습니다.배당금 증가: PAYC 3 년 동안만 배당금을 지급해 왔으며 그 이후로 지급액이 증가하지 않았습니다.배당 수익률 vs 시장Paycom Software 배당 수익률 vs 시장PAYC의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (PAYC)1.1%시장 하위 25% (US)1.4%시장 상위 25% (US)4.3%업계 평균 (Professional Services)2.7%분석가 예측 (PAYC) (최대 3년)1.2%주목할만한 배당금: PAYC 의 배당금( 1.12% )은 US 시장에서 배당금 지급자의 하위 25%( 1.42% )와 비교해 주목할 만하지 않습니다.고배당: PAYC 의 배당금( 1.12% )은 US 시장에서 배당금 지급자의 상위 25%( 4.29% )와 비교해 낮습니다.주주 대상 이익 배당수익 보장: 지급 비율 ( 17.4% )이 낮기 때문에 PAYC 의 배당금 지급은 수익으로 충분히 충당됩니다.주주 현금 배당현금 흐름 범위: 현금 지급 비율 ( 15.8% )이 낮기 때문에 PAYC 의 배당금 지급은 현금 흐름으로 잘 충당됩니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YUS 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/14 11:57종가2026/05/14 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 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.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 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 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Paycom Software, Inc.는 36명의 분석가가 다루고 있습니다. 이 중 19명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Mark MarconBairdRaimo LenschowBarclaysDaniel JesterBMO Capital Markets Equity Research33명의 분석가 더 보기
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.
공시 • May 06+ 1 more updatePaycom Software, Inc. Declares Quarterly Cash Dividend, Payable on June 8, 2026Paycom Software, Inc. announced that its Board of Directors declared a cash dividend in the amount of $0.375 per share of common stock, to be paid on June 8, 2026, to all stockholders of record as of the close of business on May 26, 2026.
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%).
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.
공시 • 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.
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%).
Major Estimate Revision • 14hConsensus EPS estimates increase by 10%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from US$8.51 to US$9.36. Revenue forecast steady at US$2.19b. Net income forecast to grow 1.6% next year vs 18% growth forecast for Professional Services industry in the US. Consensus price target broadly unchanged at US$151. Share price fell 3.5% to US$134 over the past week.
속보 • May 13Paycom Software Tops Q1 Estimates With 7.8% Revenue Growth and Approves $2b Buyback PlanPaycom reported Q1 2026 revenue of US$571.9m, up 7.8% year over year and ahead of analyst estimates. Adjusted EPS came in at US$3.15, beating consensus by 5.4%, with GAAP net income of US$155.7m and a net margin of 27.2%. The company repurchased 8.38 million shares for about US$1.06b, partly funded by US$675m of new long-term debt, paid US$17.7m in dividends, reaffirmed 2026 guidance, and approved a new US$2.0b buyback plan. These results reflect execution on Paycom’s automation-focused payroll and HR platform, with management emphasizing tools like Beti and GONE as drivers of client engagement and efficiency. The combination of earnings beat, reaffirmed guidance and sizeable repurchase authorization points to management’s confidence, while the larger debt load and prior share price underperformance are additional factors to consider when assessing risk and capital allocation.
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.
공시 • May 06+ 1 more updatePaycom Software, Inc. Declares Quarterly Cash Dividend, Payable on June 8, 2026Paycom Software, Inc. announced that its Board of Directors declared a cash dividend in the amount of $0.375 per share of common stock, to be paid on June 8, 2026, to all stockholders of record as of the close of business on May 26, 2026.
내러티브 업데이트 • 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.
공시 • 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
내러티브 업데이트 • 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.
공시 • 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
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
공시 • 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%).
내러티브 업데이트 • 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.
공시 • 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
공시 • 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.
공시 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
공시 • 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.
공시 • 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
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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%).
내러티브 업데이트 • 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.
공시 • 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.
내러티브 업데이트 • 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.
공시 • 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
공시 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
공시 • 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.
분석 기사 • 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%).
공시 • 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.
분석 기사 • 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.
공시 • 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.
공시 • 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.
분석 기사 • 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...
공시 • 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.
공시 • 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.
분석 기사 • 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...
분석 기사 • 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...
공시 • 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%).
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%.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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%.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
