Paycom Software (NYSE:PAYC) Price Target Cut to $140.00 by Analysts at Barclays

Paycom Software (NYSE:PAYC) had its target price lowered by research analysts at Barclays from $185.00 to $140.00 in a report issued on Thursday,Benzinga reports. The firm presently has an “equal weight” rating on the software maker’s stock. Barclays‘s price objective points to a potential upside of 21.60% from the stock’s current price.

Several other research firms also recently issued reports on PAYC. BTIG Research cut their price objective on Paycom Software from $195.00 to $140.00 and set a “buy” rating on the stock in a report on Thursday. JPMorgan Chase & Co. reduced their target price on Paycom Software from $235.00 to $220.00 and set a “neutral” rating for the company in a report on Thursday, November 6th. Citigroup dropped their price target on Paycom Software from $191.00 to $185.00 and set a “neutral” rating on the stock in a research report on Tuesday, December 23rd. Zacks Research cut Paycom Software from a “hold” rating to a “strong sell” rating in a research note on Tuesday, January 20th. Finally, TD Cowen decreased their price target on shares of Paycom Software from $200.00 to $184.00 and set a “buy” rating for the company in a report on Thursday, January 8th. Five equities 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 stock. According to MarketBeat.com, the stock has an average rating of “Hold” and an average target price of $183.36.

Paycom Software Price Performance

Shares of PAYC stock traded down $3.58 during trading hours on Thursday, reaching $115.13. The stock had a trading volume of 1,734,563 shares, compared to its average volume of 1,222,898. The firm has a 50-day simple moving average of $151.96 and a 200-day simple moving average of $185.32. The firm has a market capitalization of $6.48 billion, a PE ratio of 14.35, a price-to-earnings-growth ratio of 1.31 and a beta of 0.79. Paycom Software has a twelve month low of $104.90 and a twelve month high of $267.76.

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

Insider Activity at Paycom Software

In related news, CFO Robert D. Foster sold 1,300 shares of the stock in a transaction 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 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 SEC, which can be accessed through this hyperlink. 10.90% of the stock is currently owned by corporate insiders.

Institutional Trading of Paycom Software

Hedge funds and other institutional investors have recently modified their holdings of the stock. Reinhart Partners LLC. boosted its position in Paycom Software by 887.4% during the fourth quarter. Reinhart Partners LLC. now owns 598,323 shares of the software maker’s stock valued at $95,351,000 after purchasing an additional 537,726 shares during the last quarter. Allianz Asset Management GmbH lifted its position in shares of Paycom Software by 10,106.6% in the third quarter. Allianz Asset Management GmbH now owns 486,957 shares of the software maker’s stock valued at $101,355,000 after buying an additional 482,186 shares during the last quarter. Two Sigma Investments LP increased its holdings in shares of Paycom Software by 228.7% during the third quarter. Two Sigma Investments LP now owns 532,124 shares of the software maker’s stock worth $110,756,000 after purchasing an additional 370,219 shares during the period. Woodline Partners LP acquired a new position in shares of Paycom Software during the third quarter worth $58,452,000. Finally, Robeco Institutional Asset Management B.V. grew its stake in shares of Paycom Software by 230.9% in the 4th quarter. Robeco Institutional Asset Management B.V. now owns 341,286 shares of the software maker’s stock valued at $54,387,000 after buying an additional 238,155 shares during the period. Institutional investors and hedge funds own 87.77% of the company’s stock.

Key Stories Impacting Paycom Software

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

• Positive Sentiment: Q4 EPS narrowly beat consensus — Paycom reported $2.45 EPS vs. a $2.44 consensus and showed year‑over‑year EPS growth, which limits the downside from the print. Zacks: Q4 Earnings and Revenues Beat
• Positive Sentiment: Board declared a regular quarterly cash dividend (0.375 per share), which supports shareholder income and may attract income‑oriented holders. Globe and Mail: Dividend Announcement
• Positive Sentiment: Some brokers remain constructive — BTIG reiterated a buy rating with a $140 target (still implying material upside from current levels), signaling at least some investor support. Benzinga
• Neutral Sentiment: Full Q4 earnings call transcript and company release are available for detail review; investors can use these to parse management commentary on bookings, churn and margin trends. Seeking Alpha: Q4 Earnings Call Transcript
• Neutral Sentiment: Official press release with full results and supplemental materials posted by the company for investor review. BusinessWire: Q4 Results
• Negative Sentiment: Revenue missed estimates — Q4 revenue was $517.1M vs. consensus near $542.8M, raising questions about demand momentum. Paycom Q4 Press Release
• Negative Sentiment: FY‑2026 revenue guidance was viewed as weak/underwhelming (management cited roughly $2.2B range), which fell short of some sell‑side expectations and triggered the selloff. Reuters: Forecasts Weak 2026 Revenue
• Negative Sentiment: Several analysts cut targets and/or trimmed estimates after the print (Mizuho to $120/neutral; BMO to $137/market perform; broader note on analysts lowering forecasts), increasing selling pressure. Benzinga: Analysts Lower Forecasts
• Negative Sentiment: Stock hit a 52‑week low amid the guidance and target cuts, reflecting deteriorating near‑term sentiment and prompting technical selling. Investing.com: 52‑Week Low

About Paycom Software

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.