Key Takeaways ADP's growth is fueled by strong demand for cloud-based HCM and Professional Employer Organization services.ADP expects fiscal 2026 earnings to increase 7.8% and projects revenue growth through fiscal 2027.ADP's acquisitions and DataCloud solutions push to expand its HCM suite, though rising costs pressure margins.ADP’s (ADP) growth is driven by strong demand for its cloud-based Human Capital Management (“HCM”) technology solutions and Professional Employer Organization Services. Its recent ac ...

In this articleADPLiubomyr Vorona | Istock | Getty ImagesThe prospect of being replaced by artificial intelligence is helping to scare higher-income workers and leading them to stay in their jobs longer, according to several recent surveys.One closely followed gauge, the University of Michigan Survey of Consumers, show confidence in the labor market among high earners around its historic lows going back to the late-1970s. Likewise, the New York Federal Reserve's monthly consumer survey shows unemployment an ...

Group 1 - The core topic of discussion is the increasing adoption of AI within companies, with a notable shift from pilot programs to more targeted implementations in 2026 [1][2] - Companies are experiencing varied adoption patterns of AI tools, particularly between experienced associates and those in early tenure, with early tenure associates showing accelerated productivity [3] - High-performing individuals across functions tend to engage more with AI tools, leading to higher productivity and engagement levels [3] Group 2 - The conversation at Davos emphasizes the importance of focused AI adoption strategies for organizations [1] - There is a recognition that AI is becoming ubiquitous in various aspects of business operations, indicating a significant trend in the industry [2] - The use of AI is linked to improved performance metrics, suggesting that organizations that effectively integrate AI tools may see enhanced overall productivity [3]

ROSELAND, N.J., Feb. 24, 2026 /PRNewswire/ -- For the four weeks ending February 7, 2026, U.S. private employers added an average of 12,750 jobs per week, according to the NER Pulse, a weekly update of the monthly ADP National Employment Report (NER). It was the fourth straight week of strengthening job gains. These numbers are preliminary and could change as new data is added. Continue Reading The mission of ADP Research is to make the future of work more productive through data-driven discovery. Companies ...

Core Viewpoint - Automatic Data Processing (ADP) has raised its quarterly dividend by 10% to $1.70 per share, marking the company's 50th consecutive year of dividend increases, placing it among an elite group of companies known as Dividend Kings [1]. Dividend Growth - The new quarterly dividend of $1.70 per share translates to an annual run rate of $6.80, yielding approximately 3.0%. This represents a 2,128% increase from the annual dividend of $0.305 in 1999, with a compound annual growth rate of about 12.5% over 27 years [1]. - Over the past five years, ADP's dividend has grown at an annual rate of 12% [1]. Business Model Stability - ADP's business model is characterized as recession-resistant, processing payroll for over 1.1 million clients across more than 140 countries, ensuring a stable revenue base [1]. - The company has maintained dividend growth through various economic downturns, including the 2008 financial crisis and the 2020 pandemic [1]. Dividend Safety - In fiscal 2025, ADP generated $4.8 billion in free cash flow against $2.4 billion in dividend payments, resulting in a free cash flow payout ratio of 50.3%, which is below the 70% threshold considered elevated [1]. - The dividend was covered 1.99 times by free cash flow, and the earnings-based payout ratio is approximately 61% based on trailing twelve-month EPS of $10.41 and an annual dividend of $6.32 [1]. - Recent quarters have shown adjusted EBIT margins expanding to 26.0%, up 80 basis points year over year [1]. Conclusion for Income Investors - ADP's combination of a 50-year dividend growth streak, a sustainable payout ratio, and a recession-resistant business model positions it as a reliable dividend payer in the market, appealing to income-focused investors and retirees [1].

Group 1 - The article promotes a live video series called the Underdog Daily Dividend Show, which features portfolio candidates for investment [1] - The show is hosted by Fredrik Arnold and takes place every trading day at 9:45 AM on Facebook [1] - The article encourages audience engagement by inviting comments on favorite or curious stock tickers for potential inclusion in future reports [1]

RT Sei (@SeiNetwork)Get paid, now.@usetoku is bringing instant stablecoin payroll to Sei — integrated directly into ADP, Workday, and systems employers already use.Payroll is a $50T market that crawls through pending screens and 2 day waits.With Toku on Sei, payroll settles in under a second. https://t.co/5GfdW71WPM ...

Get paid, now.@usetoku is bringing instant stablecoin payroll to Sei — integrated directly into ADP, Workday, and systems employers already use.Payroll is a $50T market that crawls through pending screens and 2 day waits.With Toku on Sei, payroll settles in under a second. https://t.co/5GfdW71WPM ...

Core Viewpoint - Paycom Software forecasts annual revenue for 2026 below Wall Street expectations, leading to a decline in its shares by over 7% in extended trading [1] Company Summary - Paycom Software, a payroll software maker, reported a forecasted revenue range of $2.18 billion to $2.20 billion for 2026, which is below the analysts' average estimate of $2.23 billion [1] - The company reported revenue of $544.3 million for the fourth quarter ended December 31, exceeding analysts' estimates of $543 million [1] Industry Summary - The human capital management market is becoming increasingly competitive, with Paycom facing rivals such as ADP, Paylocity, and Workday [1] - Macroeconomic challenges are impacting new customer acquisition for Paycom, as businesses are delaying or reducing HR and payroll software purchases due to tighter budgets [1] - A slowdown in hiring or job cuts among small- and medium-sized businesses, which are Paycom's core clients, could pose additional challenges [1]

Core Insights - Automatic Data Processing is considered undervalued compared to its peers in the Professional Services industry based on PE, PB, and PS ratios, indicating potential investment opportunities [2] - The company demonstrates strong performance in ROE, EBITDA, and gross profit, reflecting efficient operations and profitability [2] - A low revenue growth rate is identified as a potential concern for the company's future prospects within the industry [2] Financial Position - Automatic Data Processing has a lower debt-to-equity ratio of 0.68 compared to its top 4 peers, indicating a stronger financial position and less reliance on debt financing [4] - The favorable balance between debt and equity is viewed positively by investors, suggesting a lower financial risk profile [4]