Paycom Software, Inc. (NYSE:PAYC) Receives $225.77 Consensus Target Price from Brokerages

Paycom Software, Inc. (NYSE:PAYC) has received a consensus recommendation of “Hold” from the seventeen brokerages that are presently covering the stock, Marketbeat.com reports. Twelve analysts have rated the stock with a hold recommendation, four have assigned a buy recommendation and one has assigned a strong buy recommendation to the company. The average 12-month price target among analysts that have updated their coverage on the stock in the last year is $223.5714.

A number of equities research analysts have commented on PAYC shares. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Paycom Software in a research report on Monday, December 15th. Guggenheim began coverage on Paycom Software in a research note on Friday, September 26th. They issued a “buy” rating and a $270.00 price target on the stock. Cantor Fitzgerald upgraded Paycom Software to a “hold” rating in a research report on Thursday, September 11th. KeyCorp lowered their target price on Paycom Software from $290.00 to $250.00 and set an “overweight” rating on the stock in a report on Thursday, November 6th. Finally, Jefferies Financial Group dropped their target price on Paycom Software from $225.00 to $190.00 and set a “hold” rating on the stock in a research report on Thursday, November 6th.

Paycom Software Stock Performance

Shares of NYSE:PAYC opened at $162.70 on Friday. The firm has a market cap of $9.16 billion, a price-to-earnings ratio of 20.24, a price-to-earnings-growth ratio of 1.77 and a beta of 0.84. The business has a 50-day simple moving average of $175.19 and a two-hundred day simple moving average of $208.86. Paycom Software has a fifty-two week low of $156.50 and a fifty-two week high of $267.76.

Paycom Software (NYSE:PAYC) last announced its quarterly earnings results on Wednesday, November 5th. The software maker reported $1.94 EPS for the quarter, missing analysts’ consensus estimates of $1.96 by ($0.02). Paycom Software had a return on equity of 24.79% and a net margin of 22.65%.The company had revenue of $493.30 million during the quarter, compared to the consensus estimate of $492.62 million. During the same quarter in the prior year, the firm earned $1.67 earnings per share. The business’s revenue was up 9.2% compared to the same quarter last year. As a group, research analysts predict that Paycom Software will post 7.15 earnings per share for the current year.

Paycom Software Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Monday, December 8th. Investors of record on Monday, November 24th were issued a $0.375 dividend. The ex-dividend date of this dividend was Monday, November 24th. This represents a $1.50 dividend on an annualized basis and a dividend yield of 0.9%. Paycom Software’s dividend payout ratio (DPR) is presently 18.66%.

Insider Transactions at Paycom Software

In other Paycom Software news, CFO Robert D. Foster sold 1,300 shares of the company’s stock in a transaction that occurred on Wednesday, December 10th. The shares were sold at an average price of $162.66, for a total transaction of $211,458.00. Following the completion of the sale, the chief financial officer directly owned 14,747 shares of the company’s stock, valued at approximately $2,398,747.02. This represents a 8.10% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Company insiders own 10.90% of the company’s stock.

Institutional Investors Weigh In On Paycom Software

A number of hedge funds have recently modified their holdings of the business. Brooklyn Investment Group raised its holdings in Paycom Software by 19.4% in the 1st quarter. Brooklyn Investment Group now owns 240 shares of the software maker’s stock worth $52,000 after purchasing an additional 39 shares during the period. UMB Bank n.a. increased its position in Paycom Software by 7.6% in the third quarter. UMB Bank n.a. now owns 789 shares of the software maker’s stock worth $164,000 after buying an additional 56 shares in the last quarter. Applied Finance Capital Management LLC raised its stake in shares of Paycom Software by 4.3% in the second quarter. Applied Finance Capital Management LLC now owns 1,425 shares of the software maker’s stock worth $330,000 after buying an additional 59 shares during the period. ORG Wealth Partners LLC raised its stake in shares of Paycom Software by 4.4% in the third quarter. ORG Wealth Partners LLC now owns 1,390 shares of the software maker’s stock worth $289,000 after buying an additional 59 shares during the period. Finally, Wallace Advisory Group LLC lifted its position in shares of Paycom Software by 2.7% during the 2nd quarter. Wallace Advisory Group LLC now owns 2,262 shares of the software maker’s stock valued at $494,000 after buying an additional 60 shares in the last quarter. Institutional investors own 87.77% of the company’s stock.

Key Stores Impacting Paycom Software

Here are the key news stories impacting Paycom Software this week:

• Positive Sentiment: BTIG initiated coverage of Paycom with a “strong-buy” rating — fresh institutional coverage and a strong-buy stamp can attract buyers and support the stock. Paycom Software (NYSE:PAYC) Coverage Initiated at BTIG Research
• Positive Sentiment: KeyCorp maintains an Overweight rating and $250 price target while publishing raised near-term EPS forecasts (Q1–Q4 2026 and FY2025–FY2026 estimates). Analyst model upgrades and a higher target give fundamental support and a clear upside thesis for investors. KeyCorp research / MarketBeat summary
• Neutral Sentiment: Coverage pieces note PAYC has underperformed the S&P 500 over the past year even as analysts remain moderately optimistic — this frames the rally as analyst-driven rather than broad-market-led. Is Paycom Software Stock Underperforming the S&P 500?
• Neutral Sentiment: Another market write-up reiterates the underperformance vs. the S&P but highlights analyst optimism, underscoring mixed investor sentiment (some see value, others worry about momentum). Barchart: Is Paycom Software Stock Underperforming the S&P 500?
• Neutral Sentiment: Paycom appeared on “stocks making big moves” lists recently — media attention can boost short-term trading interest but doesn’t necessarily change fundamentals. MSN: Stocks making big moves yesterday
• Negative Sentiment: Despite analyst optimism, PAYC’s recent price trend (below its 50- and 200-day averages) and its year-to-date underperformance could keep momentum traders sidelined; higher-than-normal volume on down days suggests some distribution. MSN: Paycom (PAYC) stock is up, what you need to know

Paycom Software Company Profile

Paycom Software, Inc (NYSE: PAYC) is a cloud-based human capital management (HCM) software provider that delivers an end-to-end solution for human resources, payroll, talent acquisition, time and labor management, and talent management. Its single-database platform enables organizations to process payroll, track time, administer benefits, and manage recruiting and employee development through a unified system. Paycom’s software is designed to streamline administrative tasks, improve data accuracy, and provide real-time reporting and analytics to support strategic HR decisions.

The company’s core offerings include payroll processing with built-in tax compliance, employee self-service functionality, automated time tracking, and customizable talent acquisition tools that allow employers to create and post job requisitions, screen candidates, and conduct onboarding electronically.