Paycom Software Q1 EPS Estimate Lifted by Zacks Research

Paycom Software, Inc. (NYSE:PAYC) – Equities research analysts at Zacks Research lifted their Q1 2025 EPS estimates for Paycom Software in a research report issued to clients and investors on Wednesday, March 5th. Zacks Research analyst R. Department now expects that the software maker will earn $2.36 per share for the quarter, up from their previous 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 announced its quarterly earnings data on Wednesday, February 12th. The software maker reported $2.02 EPS for the quarter, beating analysts’ consensus estimates of $1.99 by $0.03. Paycom Software had a net margin of 26.66% and a return on equity of 33.53%.

Other analysts have also recently issued reports about the stock. StockNews.com cut shares of Paycom Software from a “buy” rating to a “hold” rating in a research note on Tuesday, March 4th. JPMorgan Chase & Co. lifted their price target on shares of Paycom Software from $185.00 to $200.00 and gave the company a “neutral” rating in a report on Thursday, February 13th. Mizuho lifted their target price on shares of Paycom Software from $190.00 to $210.00 and gave the company a “neutral” rating in a report on Friday, December 13th. TD Cowen boosted their price objective on shares of Paycom Software from $193.00 to $248.00 and gave the stock a “hold” rating in a report on Monday, December 9th. Finally, Stifel Nicolaus dropped their target price on shares of Paycom Software from $215.00 to $187.00 and set a “hold” rating for the company in a research report on Thursday, February 13th. Twelve analysts have rated the stock with a hold rating, According to data from MarketBeat.com, Paycom Software currently has a consensus rating of “Hold” and a consensus price target of $209.22.

Paycom Software Price Performance

Shares of PAYC opened at $213.03 on Monday. The firm has a 50 day simple moving average of $208.61 and a 200-day simple moving average of $198.19. Paycom Software has a 1-year low of $139.50 and a 1-year high of $242.74. The stock has a market cap of $12.20 billion, a price-to-earnings ratio of 23.94, a price-to-earnings-growth 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 given a dividend of $0.375 per share. This represents a $1.50 dividend on an annualized basis and a dividend 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 news, COO Randall Peck sold 3,600 shares of the business’s stock in a transaction that occurred on Friday, February 21st. The shares were sold at an average price of $212.19, for a total transaction of $763,884.00. Following the sale, the chief operating officer now owns 50,665 shares in the company, valued at $10,750,606.35. The trade was a 6.63 % decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director J C. Watts, Jr. sold 500 shares of the business’s stock in a transaction that occurred on Monday, February 24th. The shares were sold at an average price of $218.22, for a total transaction of $109,110.00. Following the sale, the director now owns 7,730 shares in the company, valued at $1,686,840.60. This represents a 6.08 % decrease in their position. The disclosure for this sale can be found here. Insiders own 14.50% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently modified their holdings of PAYC. FMR LLC grew its stake in Paycom Software by 137.8% in the 4th quarter. FMR LLC now owns 2,396,452 shares of the software maker’s stock valued at $491,201,000 after buying an additional 1,388,533 shares during the last quarter. Sylebra Capital LLC grew its position in Paycom Software by 63.8% in the 4th quarter. Sylebra Capital LLC now owns 3,215,085 shares of the software maker’s stock worth $658,996,000 after purchasing an additional 1,252,617 shares during the last quarter. Arrowstreet Capital Limited Partnership grew its position in Paycom Software by 1,153.4% in the 4th quarter. Arrowstreet Capital Limited Partnership now owns 401,889 shares of the software maker’s stock worth $82,375,000 after purchasing an additional 369,825 shares during the last quarter. Raymond James Financial Inc. acquired a new stake in shares of Paycom Software during the 4th quarter valued at about $63,923,000. Finally, Zurich Insurance Group Ltd FI acquired a new stake in shares of Paycom Software during the 4th quarter valued at about $60,882,000. Institutional investors own 87.77% of the company’s stock.

Paycom Software Company Profile

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.