Paycom Software (NYSE:PAYC) Given New $120.00 Price Target at Mizuho

Paycom Software (NYSE:PAYC) had its target price reduced by research analysts at Mizuho from $180.00 to $120.00 in a research note issued to investors on Thursday,Benzinga reports. The firm currently has a “neutral” rating on the software maker’s stock. Mizuho’s price target indicates a potential upside of 0.86% from the company’s previous close.

A number of other analysts also recently commented on PAYC. KeyCorp cut their price objective on shares of Paycom Software from $290.00 to $250.00 and set an “overweight” rating for the company in a report on Thursday, November 6th. TD Cowen dropped their price target on Paycom Software from $200.00 to $184.00 and set a “buy” rating for the company in a research report on Thursday, January 8th. Zacks Research cut Paycom Software from a “hold” rating to a “strong sell” rating in a report on Tuesday, January 20th. Jefferies Financial Group reduced their price objective 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. Finally, 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. Five research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Paycom Software currently has a consensus rating of “Hold” and an average price target of $191.93.

Paycom Software Stock Performance

NYSE PAYC opened at $118.98 on Thursday. The business has a fifty day moving average price of $151.96 and a 200 day moving average price of $185.32. The company has a market cap of $6.69 billion, a P/E ratio of 14.80, a P/E/G ratio of 1.31 and a beta of 0.79. Paycom Software has a one year low of $116.83 and a one year high of $267.76.

Paycom Software (NYSE:PAYC) last announced its earnings results on Wednesday, February 11th. The software maker reported $2.45 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.44 by $0.01. The company had revenue of $517.10 million for the quarter, compared to analysts’ expectations of $542.79 million. Paycom Software had a net margin of 22.65% and a return on equity of 24.79%. The firm’s quarterly revenue was up 10.2% on a year-over-year basis. During the same quarter in the previous year, the company posted $2.32 EPS. As a group, sell-side analysts predict that Paycom Software will post 7.15 EPS for the current fiscal year.

Insider Activity at Paycom Software

In related news, CFO Robert D. Foster sold 1,300 shares of the 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 transaction, the chief financial officer owned 14,747 shares of the company’s stock, valued at approximately $2,398,747.02. This trade represents a 8.10% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Corporate insiders own 10.90% of the company’s stock.

Institutional Trading of Paycom Software

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Aviva PLC grew its stake in shares of Paycom Software by 0.5% in the fourth quarter. Aviva PLC now owns 44,020 shares of the software maker’s stock valued at $7,015,000 after buying an additional 235 shares in the last quarter. Xponance LLC lifted its stake in Paycom Software by 4.8% during the 4th quarter. Xponance LLC now owns 10,070 shares of the software maker’s stock worth $1,605,000 after acquiring an additional 465 shares in the last quarter. UniSuper Management Pty Ltd boosted its holdings in Paycom Software by 8.6% during the 4th quarter. UniSuper Management Pty Ltd now owns 10,714 shares of the software maker’s stock valued at $1,707,000 after acquiring an additional 848 shares during the period. Inceptionr LLC grew its position in Paycom Software by 190.8% in the 4th quarter. Inceptionr LLC now owns 6,999 shares of the software maker’s stock valued at $1,115,000 after acquiring an additional 4,592 shares in the last quarter. Finally, Zions Bancorporation National Association UT increased its stake in Paycom Software by 4,210.5% during the fourth quarter. Zions Bancorporation National Association UT now owns 819 shares of the software maker’s stock worth $131,000 after purchasing an additional 800 shares during the period. Hedge funds and other institutional investors 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: Paycom’s board declared a quarterly cash dividend of $0.375 per share (record Mar 9, payable Mar 23), signaling shareholder return policy consistency and offering modest income support. Paycom Board Declares Regular Quarterly Cash Dividend
• Positive Sentiment: Guggenheim reiterated bullish interest in PAYC as an oversold/value opportunity, which could attract value-oriented buyers in the short term. Guggenheim Bullish on Paycom Software (PAYC) Despite Weak Share Price Performance
• Neutral Sentiment: Q4 results: EPS slightly beat ($2.45 vs. $2.44) and revenue rose 10.2% YoY to $517.1M, but revenue missed consensus (~$542.8M). The mixed print leaves valuation reassessment in play. Paycom Software (PAYC) Q4 Earnings and Revenues Beat Estimates
• Neutral Sentiment: The company filed its formal Q4 & year‑end release and the full earnings call transcript is available for details — useful for investors parsing guidance commentary and customer trends. Paycom Software, Inc. Reports Fourth Quarter and Year-End 2025 Results Paycom Q4 2025 Earnings Call Transcript
• Negative Sentiment: Management forecast weak 2026 revenue and provided conservative guidance, which was the primary driver of the stock’s decline as investors focused on near‑term growth uncertainty. Payroll software maker Paycom forecasts weak 2026 revenue, shares fall
• Negative Sentiment: Analysts and market outlets reported sharp intraday weakness — shares hit 52‑week lows and tumbled after guidance missed expectations, amplifying downside momentum. Paycom stock hits 52-week low at $122.52 amid market challenges Paycom Software shares tumble over 7% as 2026 guidance falls short of estimates
• Negative Sentiment: BMO cut its price target from $175 to $137 and set a “market perform” rating, signaling lower near-term expectations from a major firm and likely pressuring sentiment. (New target equates to ~15% upside from the current level.)

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.