PAYC

Paycom Software, Inc.

NYSE · Services-Prepackaged Software · Inc. DE · CIK 0001590955
$135.70 -1.40% $6.5B
Vol
Market Cap$6.5B
Cap SizeMid Cap
Analyst ConsensusHold (44%)
Inst. Holders8 funds
Inst. Value$1.5B
Inst. Activity1 buys / 2 sells
Insider Activity0B / 1S
Insider Net $-$351.3K
Reddit Sentiment50° Neutral
SEC Reports2
Congressional1 trades
Exchange NYSE·Sector Services-Prepackaged Software·Inc. DE·CIK 0001590955·Prev Close $137.62

Recent Activity

May 18, 2026 Insider
Peck Randall sold 2,500 shares
Chief Operating Officer @ $140.50 ($351.3K)
May 18, 2026 dark_pool
Dark Pool: PAYC — 1.4M shares, 48,901 trades
Week starting 2026-05-18. Total ATS volume: 1,364,485 shares across 48,901 trades.
May 10, 2026 Insider
Hadlock Terrell Shane sold 2,728 shares
President/Chief Client Officer @ $138.44 ($377.7K)
May 10, 2026 Insider
Peck Randall sold 336 shares
Chief Operating Officer @ $138.44 ($46.5K)
Apr 23, 2026 SEC
Paycom Software, Inc. amended and restated its credit agreement to increase the revolving credit facility commitment to
8-K — Impact 5/10
Mar 5, 2026 SEC
Paycom Software, Inc. (PAYC) announced a $200 million expansion of its stock repurchase program, following the completio
8-K — Impact 4/10
Inst.
FMR LLC — TRIM
1,665,167 shares ($265.4M)
Inst.
TWO SIGMA INVESTMENTS, LP — TRIM
293,956 shares ($46.8M)

Price Targets

$151.44 +11.2% upside Buy
Current $136.14 Low $120.00 Median $144.50 High $195.00 16 analysts
$120.00 $195.00

Analyst Ratings

Hold44% buy · 27 analysts
5Strong Buy
7Buy
15Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 7, 2026 Citigroup MAINTAIN Neutral → Neutral
May 7, 2026 TD Cowen MAINTAIN Buy → Buy
May 7, 2026 Barclays MAINTAIN Equal-Weight → Equal-Weight
May 7, 2026 Mizuho MAINTAIN Neutral → Neutral
May 7, 2026 BTIG MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $2.38 ▲ +3.7% $2.17 — $2.65 16% YoY 19
Next Q $2.39 ▲ +4.4% $2.22 — $2.53 23% YoY 19
Current FY $10.92 ▲ +4.4% $10.36 — $11.33 18% YoY 20
Next FY $12.30 ▲ +5.6% $11.03 — $14.73 13% YoY 20

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$890.7M
FMR LLC$265.4MTRIM
MORGAN STANLEY$115.8MADD
CHARLES SCHWAB INVESTMENT MANAGEMENT$85.9MNEW
TWO SIGMA INVESTMENTS, LP$46.8MTRIM

Recent Insider Trades

DateInsiderTypeValue
May 18, 2026Peck RandallSELL$351.3K
May 10, 2026Hadlock TerrellF$377.7K
May 10, 2026Peck RandallF$46.5K
May 4, 2026DUQUES HENRYA$0.00
May 4, 2026BINZ JOSEPHA$0.00

Reddit Sentiment

50°
Neutral
Bearish Neutral Bullish
3 mentions 0 bullish 0 bearish

Congressional Trades

1 members: 0 buys, 1 sells
MemberPartyTypeAmount
Anthony WiedRSELL$15,001 - $50,000
8 institutional holders with $1.5B total value (9,230,597 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, MORGAN. Net selling activity: 2 institutions trimmed/exited vs 1 added.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC5,589,389$890.7M60.6%
2FMR LLC1,665,167$265.4M18.0%TRIM -30.5%
3MORGAN STANLEY726,809$115.8M7.9%ADD +34.5%
4CHARLES SCHWAB INVESTMENT MANAGEMENT INC539,331$85.9M5.8%NEW
5TWO SIGMA INVESTMENTS, LP293,956$46.8M3.2%TRIM -44.8%
6BANK OF AMERICA CORP /DE/201,008$32.0M2.2%TRIM -61.9%
7WELLS FARGO & COMPANY/MN178,859$28.5M1.9%
8NORGES BANK36,078$5.7M0.4%NEW

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
FMR LLCTRIM2,395,8201,665,167-30.5%$265.4M2025-Q4
TWO SIGMA INVESTMENTS, LPTRIM532,124293,956-44.8%$46.8M2025-Q4
NORGES BANKNEW36,078$5.7M2025-Q4
TWO SIGMA INVESTMENTS, LPDOUBLED161,905532,124+228.7%$110.8M2025-Q3
BANK OF AMERICA CORP /DE/TRIM451,807172,067-61.9%$35.8M2025-Q3
NORGES BANKEXIT73,5110-100.0%$0.002025-Q3
MORGAN STANLEYADD803,5601,080,734+34.5%$250.1M2025-Q2
TWO SIGMA INVESTMENTS, LPDOUBLED12,443161,905+1201.2%$37.5M2025-Q2
NORGES BANKNEW73,511$17.0M2025-Q2
UBS Group AGADD331,866521,647+57.2%$114.0M2025-Q1
CITADEL ADVISORS LLCTRIM381,066197,900-48.1%$43.2M2025-Q1
TWO SIGMA INVESTMENTS, LPNEAR_EXIT80,03412,443-84.5%$2.7M2025-Q1
NORGES BANKEXIT104,9430-100.0%$0.002025-Q1
CITADEL ADVISORS LLCTRIM541,443381,066-29.6%$78.1M2024-Q4
UBS Group AGDOUBLED148,224331,866+123.9%$68.0M2024-Q4
NORGES BANKADD62,063104,943+69.1%$21.5M2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW486,462$81.0M2024-Q3
9 unique insiders with 1 transactions. Net insider value: -$351.3K ($0.00 bought, $351.3K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 18, 2026Peck RandallChief Operating OfficerSELL2,500$140.50$351.3K
May 10, 2026Hadlock Terrell ShanePresident/Chief Client OfficerF2,728$138.44$377.7K
May 10, 2026Peck RandallChief Operating OfficerF336$138.44$46.5K
May 4, 2026DUQUES HENRY CDirectorA1,890$0.00$0.00
May 4, 2026BINZ JOSEPH LEODirectorA1,890$0.00$0.00
May 4, 2026PETERS FREDERICK C IIDirectorA1,890$0.00$0.00
May 4, 2026WATTS J C JRDirectorA1,890$0.00$0.00
May 4, 2026TURNEY SHAREN JDirectorA1,890$0.00$0.00
Feb 18, 2026Richison Chad R.CEO and ChairmanA71,827$0.00$0.00
Feb 18, 2026Foster Robert D.Chief Financial OfficerA17,957$0.00$0.00
Feb 18, 2026Hadlock Terrell ShanePresident/Chief Client OfficerA20,950$0.00$0.00
Feb 10, 2026Richison Chad R.CEO, President and ChairmanA43,148$0.00$0.00
Feb 10, 2026Richison Chad R.CEO, President and ChairmanF18,921$124.94$2.4M
Feb 10, 2026Peck RandallChief Operating OfficerA8,390$0.00$0.00
Feb 10, 2026Peck RandallChief Operating OfficerF3,680$124.94$459.8K
Feb 10, 2026Foster Robert D.Chief Financial OfficerA9,589$0.00$0.00
Feb 10, 2026Foster Robert D.Chief Financial OfficerF3,515$124.94$439.2K
Feb 5, 2026Peck RandallChief Operating OfficerF3,697$131.59$486.5K
Feb 5, 2026Richison Chad R.CEO, President and ChairmanF5,199$131.59$684.1K
Feb 5, 2026Foster Robert D.Chief Financial OfficerF969$131.59$127.5K

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Hold (44% buy). Based on 27 analysts: 5 strong buy, 7 buy, 15 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$151.44 mean target +11.2% upside Buy (2.40)
$120.00 Low $195.00 High
MetricValue
Current Price$136.14
Target Low$120.00
Target Mean$151.44
Target Median$144.50
Target High$195.00
# Analysts16
RecommendationBuy (2.40)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$2.38 $2.17 $2.65 15.6% +3.7% 16↑ 2↓ $0.5B 6.2% 19
Next Q
2026-09-30
$2.39 $2.22 $2.53 23.3% +4.4% 15↑ 3↓ $0.5B 7.5% 19
Current FY
2026-12-31
$10.92 $10.36 $11.33 18.2% +4.4% 16↑ 4↓ $2.2B 6.7% 20
Next FY
2027-12-31
$12.30 $11.03 $14.73 12.6% +5.6% 18↑ 1↓ $2.3B 7.1% 20

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$2.382
7d ago$2.366+0.016
30d ago$2.296+0.086
60d ago$2.274+0.108
90d ago$2.239+0.143
11 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 7, 2026 Citigroup MAINTAIN Neutral Neutral
May 7, 2026 TD Cowen MAINTAIN Buy Buy
May 7, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
May 7, 2026 Mizuho MAINTAIN Neutral Neutral
May 7, 2026 BTIG MAINTAIN Buy Buy
Apr 21, 2026 UBS MAINTAIN Buy Buy
Mar 6, 2026 Cantor Fitzgerald MAINTAIN Neutral Neutral
Mar 6, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
Feb 13, 2026 Citigroup MAINTAIN Neutral Neutral
Feb 12, 2026 Jefferies MAINTAIN Hold Hold
Feb 12, 2026 BMO Capital MAINTAIN Market Perform Market Perform
Feb 12, 2026 Guggenheim MAINTAIN Buy Buy
Feb 12, 2026 Cantor Fitzgerald MAINTAIN Neutral Neutral
Feb 12, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
Feb 12, 2026 Keybanc MAINTAIN Overweight Overweight
Feb 12, 2026 Mizuho MAINTAIN Neutral Neutral
Feb 12, 2026 BTIG MAINTAIN Buy Buy
Jan 29, 2026 Cantor Fitzgerald MAINTAIN Neutral Neutral
Jan 26, 2026 UBS MAINTAIN Buy Buy
Jan 12, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
Jan 8, 2026 TD Cowen MAINTAIN Buy Buy
Dec 23, 2025 Citigroup MAINTAIN Neutral Neutral

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202657150044%
May 1, 202657160043%
Apr 1, 202657160043%
Mar 1, 202657160043%
Feb 1, 202657160043%
Jan 1, 202657160043%
Strong BuyBuyHoldSellStrong Sell
1 members of Congress traded this stock: 0 buys, 1 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
Feb 12, 2026Anthony WiedRHOUSESELL$15,001 - $50,000Paycom Software IncMar 12, 2026 (29d)
50°
Neutral
Bearish Neutral Bullish
3 mentions 0 bullish 0 bearish 3 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Jun 9, 2026150° Neutral001
Jun 9, 2026150° Neutral001
Apr 23, 2026156° Neutral001

Recent Reddit Threads

r/stocks Neutral 1mo ago
Major SaaS Earnings Calendar
▲ 1 💬 0 ⚡ 0.5
May 18, 2026
dark_pool
Dark Pool: PAYC — 1.4M shares, 48,901 trades
Week starting 2026-05-18. Total ATS volume: 1,364,485 shares across 48,901 trades.
May 11, 2026
dark_pool
Dark Pool: PAYC — 1.6M shares, 50,310 trades
Week starting 2026-05-11. Total ATS volume: 1,577,566 shares across 50,310 trades.
May 7, 2026
short_volume
Short Volume: PAYC — 73.2% short (0.7M / 1.0M)
Short: 699,319 | Exempt: 740 | TRF Vol: 955,745 | Short Ratio: 73.2% | Off-exchange volume (dark pool + OTC)
May 6, 2026
short_volume
Short Volume: PAYC — 57.1% short (0.3M / 0.5M)
Short: 313,403 | Exempt: 159 | TRF Vol: 549,082 | Short Ratio: 57.1% | Off-exchange volume (dark pool + OTC)
May 6, 2026
earnings_calendar
PAYC Q1 2026 Earnings After Market Close — 2026-05-06
May 4, 2026
dark_pool
Dark Pool: PAYC — 2.1M shares, 59,638 trades
Week starting 2026-05-04. Total ATS volume: 2,121,440 shares across 59,638 trades.
Apr 27, 2026
dark_pool
Dark Pool: PAYC — 1.1M shares, 37,387 trades
Week starting 2026-04-27. Total ATS volume: 1,055,130 shares across 37,387 trades.
Apr 20, 2026
dark_pool
Dark Pool: PAYC — 1.6M shares, 41,558 trades
Week starting 2026-04-20. Total ATS volume: 1,555,258 shares across 41,558 trades.
Apr 13, 2026
dark_pool
Dark Pool: PAYC — 1.4M shares, 37,938 trades
Week starting 2026-04-13. Total ATS volume: 1,439,223 shares across 37,938 trades.
Apr 6, 2026
dark_pool
Dark Pool: PAYC — 1.5M shares, 42,535 trades
Week starting 2026-04-06. Total ATS volume: 1,479,323 shares across 42,535 trades.
Mar 30, 2026
dark_pool
Dark Pool: PAYC — 1.0M shares, 27,961 trades
Week starting 2026-03-30. Total ATS volume: 965,594 shares across 27,961 trades.
Mar 24, 2026
short_interest
FTD: PAYC — 91,288 shares ($11.6M) failed to deliver
Settlement: 20260324, Price: $126.59, FTD Value: $11,556,147.92, PAYCOM SOFTWARE INC COM STK (D
Mar 23, 2026
dark_pool
Dark Pool: PAYC — 1.6M shares, 43,444 trades
Week starting 2026-03-23. Total ATS volume: 1,642,383 shares across 43,444 trades.
Mar 23, 2026
short_interest
FTD: PAYC — 535,902 shares ($66.9M) failed to deliver
Settlement: 20260323, Price: $124.82, FTD Value: $66,891,287.64, PAYCOM SOFTWARE INC COM STK (D
Mar 16, 2026
short_interest
FTD: PAYC — 28,306 shares ($3.6M) failed to deliver
Settlement: 20260316, Price: $125.71, FTD Value: $3,558,347.26, PAYCOM SOFTWARE INC COM STK (D