Key Takeaways The Zacks Consensus Estimate for PAYC's Q4 EPS is pegged at $2.44, up 5.2% Y/Y.PAYC's Q4 results may reflect gains from Beti, GONE, IWant and rising recurring revenues tied to AI adoption.Paycom's growth could be tempered by macro uncertainty, layoffs, and slower hiring, affecting payroll demand.Paycom Software, Inc. (PAYC) is set to report fourth-quarter 2025 results on Feb. 11, after market close.The Zacks Consensus Estimate for fourth-quarter earnings is pinned at $2.44 per share, indicatin ...

Company Overview - Paycom Software (PAYC) shares increased by 4.4% to $129.84 in the last trading session, following a period of 20.6% loss over the past four weeks, indicating a significant rebound in stock performance [1] - The company specializes in human-resources and payroll software, with a focus on AI-led products that enhance customer experience and operational efficiency [2] Financial Performance - Paycom is expected to report quarterly earnings of $2.44 per share, reflecting a year-over-year increase of 5.2%, with revenues projected at $542.71 million, a 9.9% rise from the previous year [3] - The consensus EPS estimate has been revised down by 0.9% over the last 30 days, which may indicate potential challenges in maintaining stock price appreciation [4] Market Position - Paycom's recent stock performance is contrasted with other companies in the same industry, such as Pinterest (PINS), which saw a 4.3% decline in its stock price and a 23.3% loss over the past month [4] - Both Paycom and Pinterest currently hold a Zacks Rank of 3 (Hold), suggesting a neutral outlook in the market [4][5]

We came across a bullish thesis on Paycom Software, Inc. on The Wealth Dynasty Report’s Substack. In this article, we will summarize the bulls’ thesis on PAYC. Paycom Software, Inc.'s share was trading at $134.75 as of January 30th. PAYC’s trailing and forward P/E were 16.69  and 13.16 respectively according to Yahoo Finance. Applied Digital (APLD) Targets Hyperscaler Deal; Craig-Hallum Maintains Buy Photo by Christopher Gower on Unsplash Paycom Software, Inc. provides a cloud-based human capital manage ...

Core Insights - Paycom Software, Inc. announced findings from a Nucleus Research study that emphasizes the significant value organizations gain from using Paycom's full-solution automation [1] Group 1: Benefits of Paycom's Automation - Organizations reported primary benefits including avoided costs and increased productivity due to enhanced data visibility [1] - The retirement of outdated systems was highlighted as a key factor contributing to these benefits [1]

Paycom Software delivers cloud-based HR and payroll solutions to small and mid-sized U.S. businesses through a unified SaaS platform.Sather Financial Group Inc increased its stake in Paycom Software,(PAYC 2.93%) according to a January 26, 2026, SEC filing.What happenedSather Financial Group Inc disclosed in a Securities and Exchange Commission (SEC) filing dated January 26, 2026, that it bought an additional 18,035 shares of Paycom Software during the fourth quarter. The estimated value of these purchases w ...

Paycom Software, Inc. (NYSE:PAYC) is one of the Best Long-Term Tech Stocks to Buy According to Analysts. On January 15, BMO Capital reduced its price objective on the company’s stock to $175.00 from $190.00, while maintaining a “Market Perform” rating. The research firm highlighted the contraction in broader software multiples as the main reason for the reduction in price target. BMO Capital Reduces PT on Paycom Software (PAYC) Stock The firm opines that the likelihood of further multiple compression is ...

Core Viewpoint - Paycom Software, Inc. has announced the return of Jeff York as chief sales officer, effective January 23, 2026, replacing Amy Walker who is moving to a consulting role [1] Company Leadership Changes - Jeff York previously served as CSO at Paycom from 2007 to 2021 and has been working as Paycom's Leadership Strategist since then [1] - Amy Walker is transitioning from her role as CSO to a consulting position within the company [1]

Core Insights - The article discusses the long-term investment performance of Paycom Software (PAYC), highlighting that the initial investment made in 2019 remains in the red after over six years, indicating underperformance compared to the broader stock market [1]. Company Analysis - Paycom Software has been a focus for long-term dividend growth investing, with a thorough analysis conducted before making investment decisions [1]. - The author emphasizes the importance of sharing insights and experiences with other investors, suggesting that discussions can lead to better investment decisions [1]. Investor Perspective - The author identifies as a private investor with over 15 years of experience, indicating a strong background in investment analysis and decision-making [1]. - The article aims to inform other investors about lesser-known details and facts regarding Paycom Software, fostering a community of informed investors [1].

Core Viewpoint - The fourth quarter of 2025 experienced a sharp 5% sell-off followed by a quick recovery, with global stocks reaching all-time highs, influenced by concerns over a potential AI bubble and subsequent strong earnings from NVIDIA [4][5]. Portfolio Performance & Attribution - The Polen Global Growth Composite Portfolio returned -2.5% gross of fees and -2.7% net of fees in Q4 2025, underperforming the MSCI All Country World Index, which returned +3.3% [7]. - Top relative contributors included Eli Lilly, Alphabet, and Shopify, while Oracle, Paycom Software, and CoStar Group were the largest detractors [7][8]. - Eli Lilly's stock rallied over 40% in Q4 due to strong financial results and a favorable agreement on drug pricing, despite earlier concerns [8]. - Oracle's performance reversed from the previous quarter, primarily due to skepticism regarding its future revenue tied to OpenAI, impacting its stock negatively [9]. Portfolio Activity - New positions were initiated in Tencent Holdings and Spotify, while positions in Sage Group, Willis Towers Watson, ICON Plc, and Workday were eliminated to fund these investments [10][11]. - Tencent has shown consistent earnings growth of over 30% annually for the past three years, and its valuation is considered reasonable for sustainable revenue growth [11]. - Spotify is viewed as a leading streaming network with significant growth potential, expecting over 20% annual free cash flow growth for the next five years [12]. Outlook - The datacenter capital expenditure cycle is expected to continue, driven by increasing demand and supportive government policies, suggesting a favorable environment for growth in revenues and earnings for key players [17]. - The portfolio is positioned to deliver above-average earnings growth, with a focus on sectors outside of the AI and datacenter themes, ensuring resilience regardless of market drivers [18].

Core Viewpoint - Paycom Software Inc. (NYSE:PAYC) is currently priced at $149.84, reflecting a 1.60% increase in the current market session, but has seen a decline of 6.58% over the past month and 26.99% over the past year, raising questions about its valuation despite current performance [1]. Group 1: P/E Ratio Analysis - The P/E ratio is a critical metric that compares the current share price to the company's earnings per share (EPS), helping long-term investors assess performance against historical data and industry benchmarks [3]. - Paycom Software Inc. has a P/E ratio of 18.32, which is lower than the aggregate P/E ratio of 29.3 in the Professional Services industry, suggesting that the stock may be undervalued or that investors expect it to perform worse than its peers [4]. - A lower P/E ratio can indicate undervaluation but may also reflect a lack of expected future growth from shareholders, highlighting the need for a comprehensive analysis beyond just the P/E ratio [7][8].