Q1 EPS Estimates for Paycom Software Increased by Analyst

Paycom Software, Inc. (NYSE:PAYC) – Research analysts at Zacks Research raised their Q1 2025 earnings per share (EPS) estimates for shares of Paycom Software in a report released on Wednesday, March 5th. Zacks Research analyst R. Department now forecasts that the software maker will post earnings per share of $2.36 for the quarter, up from their prior estimate of $2.29. The consensus estimate for Paycom Software’s current full-year earnings is $7.15 per share. Zacks Research also issued estimates for Paycom Software’s Q2 2025 earnings at $1.51 EPS, Q3 2025 earnings at $1.62 EPS, Q4 2025 earnings at $2.06 EPS, FY2025 earnings at $7.56 EPS, Q1 2026 earnings at $2.34 EPS, Q2 2026 earnings at $1.69 EPS, Q3 2026 earnings at $1.88 EPS, Q4 2026 earnings at $2.14 EPS, FY2026 earnings at $8.05 EPS and FY2027 earnings at $10.01 EPS.

Paycom Software (NYSE:PAYC) last issued its quarterly earnings results on Wednesday, February 12th. The software maker reported $2.02 EPS for the quarter, topping analysts’ consensus estimates of $1.99 by $0.03. Paycom Software had a return on equity of 33.53% and a net margin of 26.66%.

Other equities analysts have also issued research reports about the company. Stifel Nicolaus cut their price target on Paycom Software from $215.00 to $187.00 and set a “hold” rating for the company in a research note on Thursday, February 13th. Needham & Company LLC restated a “hold” rating on shares of Paycom Software in a research note on Thursday, February 13th. StockNews.com lowered Paycom Software from a “buy” rating to a “hold” rating in a research note on Tuesday, March 4th. Barclays cut their price objective on Paycom Software from $229.00 to $221.00 and set an “equal weight” rating for the company in a research note on Thursday, January 23rd. Finally, Mizuho boosted their price objective on Paycom Software from $190.00 to $210.00 and gave the stock a “neutral” rating in a research note on Friday, December 13th. Twelve analysts have rated the stock with a hold rating, According to data from MarketBeat, the company has a consensus rating of “Hold” and an average target price of $209.22.

Paycom Software Stock Up 4.6 %

Shares of Paycom Software stock opened at $213.03 on Monday. Paycom Software has a twelve month low of $139.50 and a twelve month high of $242.74. The business has a 50-day moving average price of $208.61 and a 200 day moving average price of $198.19. The firm has a market cap of $12.20 billion, a PE ratio of 23.94, a P/E/G ratio of 2.40 and a beta of 1.14.

Paycom Software Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, March 24th. Investors of record on Monday, March 10th will be issued a $0.375 dividend. This represents a $1.50 dividend on an annualized basis and a yield of 0.70%. The ex-dividend date is Monday, March 10th. Paycom Software’s dividend payout ratio is presently 16.85%.

Insider Activity at Paycom Software

In other Paycom Software news, Director J C. Watts, Jr. sold 500 shares of the company’s stock in a transaction on Monday, February 24th. The stock was sold at an average price of $218.22, for a total transaction of $109,110.00. Following the transaction, the director now directly owns 7,730 shares in the company, valued at $1,686,840.60. This represents a 6.08 % decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, COO Randall Peck sold 3,600 shares of the company’s stock in a transaction on Friday, February 21st. The stock was sold at an average price of $212.19, for a total value of $763,884.00. Following the transaction, the chief operating officer now owns 50,665 shares in the company, valued at $10,750,606.35. This trade represents a 6.63 % decrease in their ownership of the stock. The disclosure for this sale can be found here. 14.50% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

A number of large investors have recently added to or reduced their stakes in PAYC. FMR LLC increased its position in shares of Paycom Software by 137.8% during the fourth quarter. FMR LLC now owns 2,396,452 shares of the software maker’s stock worth $491,201,000 after acquiring an additional 1,388,533 shares during the period. Sylebra Capital LLC increased its position in shares of Paycom Software by 63.8% during the fourth quarter. Sylebra Capital LLC now owns 3,215,085 shares of the software maker’s stock worth $658,996,000 after acquiring an additional 1,252,617 shares during the period. Arrowstreet Capital Limited Partnership increased its position in shares of Paycom Software by 1,153.4% during the fourth quarter. Arrowstreet Capital Limited Partnership now owns 401,889 shares of the software maker’s stock worth $82,375,000 after acquiring an additional 369,825 shares during the period. Raymond James Financial Inc. purchased a new stake in shares of Paycom Software during the fourth quarter worth $63,923,000. Finally, Zurich Insurance Group Ltd FI purchased a new position in Paycom Software in the fourth quarter valued at $60,882,000. 87.77% of the stock is currently owned by institutional investors and hedge funds.

About Paycom Software

Paycom Software, Inc provides cloud-based human capital management (HCM) solution delivered as software-as-a-service for small to mid-sized companies in the United States. It offers functionality and data analytics that businesses need to manage the employment life cycle from recruitment to retirement.