Pensionfund Sabic Acquires Shares of 9,150 Paychex, Inc. $PAYX

Pensionfund Sabic bought a new position in shares of Paychex, Inc. (NASDAQ:PAYX) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought 9,150 shares of the business services provider’s stock, valued at approximately $1,026,000.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the business. Heartwood Wealth Advisors LLC bought a new position in shares of Paychex in the third quarter valued at approximately $25,000. Vermillion & White Wealth Management Group LLC bought a new stake in Paychex during the third quarter worth $27,000. Stance Capital LLC purchased a new position in Paychex in the third quarter worth $31,000. MMA Asset Management LLC purchased a new position in Paychex in the third quarter worth $32,000. Finally, Board of the Pension Protection Fund bought a new position in Paychex in the 4th quarter valued at $34,000. Hedge funds and other institutional investors own 83.47% of the company’s stock.

Key Paychex News

Here are the key news stories impacting Paychex this week:

• Positive Sentiment: Q3 results beat expectations — adjusted EPS of $1.71 topped consensus and revenue of $1.81B was roughly 20% higher year‑over‑year, driven by strength across core segments. This is the primary fundamental catalyst lifting sentiment. Paychex (PAYX) Beats Q3 Earnings and Revenue Estimates
• Positive Sentiment: Revenue growth being driven by AI advisory services and the Paycor acquisition — management highlighted demand for AI-enabled advisory and the contribution from Paycor as key growth levers on the call. Paychex Q3 Results: Revenue Soars 20% As Small Businesses Turn To AI, Advisory Services
• Positive Sentiment: Shares outperformed peers on heavy trading after the print and call, reflecting market reaction to the beat and growth narrative. Paychex Inc. stock outperforms competitors on strong trading day
• Neutral Sentiment: Earnings call transcript and highlights provide more color on product adoption and AI strategy — useful for investors modeling forward growth but not an immediate price mover on its own. Paychex, Inc. (PAYX) Q3 2026 Earnings Call Transcript
• Neutral Sentiment: Analyst commentary is mixed — some note the stock’s deep one‑year decline and argue valuation may be compelling, while others remain cautious; no large consensus change yet. Is Paychex (PAYX) Offering Value After A 34.9% One Year Share Price Decline?
• Negative Sentiment: Cost and margin pressures flagged by some outlets — despite top‑line strength, investors are watching rising costs that could compress margins and limit upside to profitability. Paychex (PAYX) Stock Slides 3.09% as Cost Pressures Overshadow Robust Q3 Performance
• Negative Sentiment: At least one sell-side firm (Cantor Fitzgerald) remains negative on the name, adding analyst resistance that can cap near‑term investor enthusiasm. Cantor Fitzgerald Sticks to Their Sell Rating for Paychex (PAYX)

Analysts Set New Price Targets

Several equities research analysts have recently issued reports on PAYX shares. Guggenheim started coverage on Paychex in a research report on Thursday, March 19th. They set a “neutral” rating for the company. Wolfe Research reduced their price target on shares of Paychex from $130.00 to $115.00 and set an “underperform” rating for the company in a research report on Wednesday, December 10th. Jefferies Financial Group set a $110.00 price objective on shares of Paychex in a report on Friday, December 19th. TD Cowen reaffirmed a “hold” rating on shares of Paychex in a research report on Monday, December 1st. Finally, BMO Capital Markets dropped their target price on shares of Paychex from $121.00 to $103.00 and set a “market perform” rating on the stock in a research note on Friday, March 13th. One equities research analyst has rated the stock with a Buy rating, fourteen have issued a Hold rating and four have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Reduce” and a consensus price target of $121.38.

Paychex Stock Performance

Shares of PAYX opened at $93.36 on Thursday. Paychex, Inc. has a 1 year low of $86.89 and a 1 year high of $161.24. The company has a debt-to-equity ratio of 1.17, a current ratio of 1.27 and a quick ratio of 1.27. The stock’s fifty day moving average price is $97.38 and its two-hundred day moving average price is $111.39. The firm has a market cap of $33.51 billion, a PE ratio of 21.17 and a beta of 0.91.

Paychex (NASDAQ:PAYX) last posted its quarterly earnings results on Wednesday, March 25th. The business services provider reported $1.71 earnings per share for the quarter, topping the consensus estimate of $1.67 by $0.04. Paychex had a return on equity of 46.38% and a net margin of 26.45%.The company had revenue of $1.81 billion during the quarter, compared to the consensus estimate of $1.78 billion. During the same quarter in the prior year, the company earned $1.49 EPS. The firm’s quarterly revenue was up 19.9% compared to the same quarter last year. On average, equities research analysts forecast that Paychex, Inc. will post 4.99 EPS for the current year.

Paychex Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, February 27th. Shareholders of record on Wednesday, January 28th were given a dividend of $1.08 per share. This represents a $4.32 dividend on an annualized basis and a yield of 4.6%. The ex-dividend date was Wednesday, January 28th. Paychex’s dividend payout ratio (DPR) is currently 97.96%.

Paychex announced that its Board of Directors has approved a share buyback plan on Friday, January 16th that allows the company to buyback $1.00 billion in outstanding shares. This buyback authorization allows the business services provider to purchase up to 2.5% of its stock through open market purchases. Stock buyback plans are generally a sign that the company’s management believes its stock is undervalued.

About Paychex

Paychex, Inc, founded in 1971 by B. Thomas “Tom” Golisano and headquartered in Rochester, New York, is a provider of payroll, human resources, and benefits outsourcing solutions for small- and medium-sized businesses. The company’s core services include payroll processing and tax filing, employee benefits administration, retirement services, and workers’ compensation administration, designed to simplify back-office operations and help clients comply with regulatory and tax requirements.

Paychex offers an integrated technology platform, marketed under the Paychex Flex brand, which delivers cloud-based payroll, HR, time and attendance, and reporting tools.