Guggenheim Has Lowered Expectations for Paycom Software (NYSE:PAYC) Stock Price

Paycom Software (NYSE:PAYC) had its target price cut by Guggenheim from $210.00 to $180.00 in a note issued to investors on Thursday,Benzinga reports. The brokerage presently has a “buy” rating on the software maker’s stock. Guggenheim’s price objective would suggest a potential upside of 58.82% from the company’s current price.

Several other analysts have also weighed in on the stock. Mizuho decreased their target price on shares of Paycom Software from $180.00 to $120.00 and set a “neutral” rating on the stock in a research report on Thursday. BTIG Research lowered their price objective on Paycom Software from $195.00 to $140.00 and set a “buy” rating on the stock in a research note on Thursday. BMO Capital Markets dropped their target price on Paycom Software from $175.00 to $137.00 and set a “market perform” rating for the company in a report on Thursday. Zacks Research lowered Paycom Software from a “hold” rating to a “strong sell” rating in a research note on Tuesday, January 20th. Finally, Cantor Fitzgerald lowered their price target on Paycom Software from $135.00 to $115.00 and set a “neutral” rating on the stock in a research report on Thursday. Five investment analysts have rated the stock with a Buy rating, ten have issued a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and an average price target of $176.93.

Paycom Software Stock Performance

Shares of NYSE:PAYC traded down $5.38 during trading on Thursday, hitting $113.33. 2,260,585 shares of the stock were exchanged, compared to its average volume of 1,256,224. The company’s fifty day simple moving average is $151.96 and its 200-day simple moving average is $185.32. The company has a market capitalization of $6.38 billion, a price-to-earnings ratio of 14.10, a price-to-earnings-growth ratio of 1.31 and a beta of 0.79. Paycom Software has a 1-year low of $104.90 and a 1-year high of $267.76.

Paycom Software (NYSE:PAYC) last issued its earnings results on Wednesday, February 11th. The software maker reported $2.45 EPS for the quarter, topping the consensus estimate of $2.44 by $0.01. The firm had revenue of $517.10 million during the quarter, compared to analysts’ expectations of $542.79 million. Paycom Software had a return on equity of 24.79% and a net margin of 22.65%.Paycom Software’s quarterly revenue was up 10.2% compared to the same quarter last year. During the same period last year, the business earned $2.32 earnings per share. On average, research analysts forecast that Paycom Software will post 7.15 earnings per share for the current fiscal year.

Insider Buying and Selling

In other news, CFO Robert D. Foster sold 1,300 shares of the stock in a transaction on Wednesday, December 10th. The stock was sold at an average price of $162.66, for a total transaction of $211,458.00. Following the sale, the chief financial officer owned 14,747 shares in the company, 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 document filed with the Securities & Exchange Commission, which is accessible through this link. Corporate insiders own 10.90% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Vanguard Group Inc. increased its position in Paycom Software by 3.2% in the 3rd quarter. Vanguard Group Inc. now owns 5,802,788 shares of the software maker’s stock valued at $1,207,792,000 after acquiring an additional 179,218 shares in the last quarter. State Street Corp grew its stake in shares of Paycom Software by 2.8% during the third quarter. State Street Corp now owns 2,157,127 shares of the software maker’s stock valued at $448,984,000 after purchasing an additional 59,217 shares during the last quarter. Baillie Gifford & Co. grew its stake in shares of Paycom Software by 10.3% during the third quarter. Baillie Gifford & Co. now owns 1,708,662 shares of the software maker’s stock valued at $355,641,000 after purchasing an additional 158,967 shares during the last quarter. Geode Capital Management LLC increased its holdings in shares of Paycom Software by 5.3% in the second quarter. Geode Capital Management LLC now owns 1,661,685 shares of the software maker’s stock valued at $383,265,000 after purchasing an additional 83,154 shares in the last quarter. Finally, Invesco Ltd. raised its position in Paycom Software by 9.3% in the 3rd quarter. Invesco Ltd. now owns 1,216,188 shares of the software maker’s stock worth $253,137,000 after purchasing an additional 103,801 shares during the last quarter. Institutional investors and hedge funds own 87.77% of the company’s stock.

More Paycom Software News

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

• Positive Sentiment: Forrester study finds Paycom’s IWant AI delivers strong ROI, supporting long‑term product differentiation and client value — a constructive sign for future revenue/retention. New Study Finds Paycom’s IWant Has Delivered Significant ROI
• Positive Sentiment: Board declared a regular quarterly cash dividend ($0.375/share), which supports shareholder returns and can temper downside for income‑focused holders. Paycom Board Declares Regular Quarterly Cash Dividend
• Neutral Sentiment: Q4 results: EPS marginally beat ($2.45 vs $2.44) and revenue rose ~10% Y/Y, with expanded margins — but revenue missed analyst expectations, making the quarter mixed from a growth perspective. Paycom Reports Fourth-Quarter and Year-End 2025 Results
• Negative Sentiment: FY‑2026 revenue guidance came in below Street expectations (company guided to roughly $2.2B), triggering investor concern over near‑term growth and prompting selling pressure. Paycom shares face pressure as 2026 revenue guidance falls short, Wall Street comments Payroll software maker Paycom forecasts weak 2026 revenue, shares fall
• Negative Sentiment: Multiple analysts cut price targets and trimmed forecasts after the report (Cantor Fitzgerald, Mizuho, Barclays, BMO, BTIG, KeyCorp), increasing bearish pressure and reducing investor confidence. Paycom Software Analysts Lower Their Forecasts After Q4 Results TickerReport PT Coverage
• Negative Sentiment: Shares briefly hit a 52‑week low after the guidance and analyst reactions, reflecting heightened near‑term risk sentiment among traders. Paycom stock hits 52-week low amid market challenges

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.