PAYC · NYSE · Software - Application

Paycom Software (PAYC)

Provides a unified cloud platform for payroll, HR and employee management.

$224.20
vs last close−2.04 (−0.90%)
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Paycom Software, Inc.PAYC
Information Technology

Provides cloud-based human capital management software as a service. Its unified database supports payroll, HR, talent, time-and-labor and related workflows, with employees directly participating in payroll through Beti.

Provides a comprehensive cloud-based human capital management platform delivered as software as a service. Its single-database approach brings payroll, HR, talent, time-and-labor and related employee-management workflows together rather than relying on multiple HCM providers.

Beti lets employees review and complete their own payroll-related work, while GONE automates time-off decisions that flow into scheduling, payroll and time-and-attendance workflows. Ask Here uses company policies, documentation and saved responses to answer employee questions.

Founded in Oklahoma City, the company remains led by founder and CEO Chad Richison. Its product strategy is assigned to a chief automation officer, and the platform's operating premise depends on integrating employee data and HR workflows in one system.

Company facts

CEOChad Richison
ListedApr 15, 2014
ExchangeNYSE
HeadquartersOklahoma City, OK
CountryUnited States
Employees5,770
CIK0001590955
ISINUS70432V1026

Market cap$10.20B
EPS (ttm)$9.41
P/E (ttm)24.04
ROE40.4%
P/B17.84
P/S4.76
Dividend yieldDiv yield0.66%
Beta0.12vs XLK −0.63

Price target$209.00−7.6%Average of 36 analysts
ConsensusHold18 of 36 analysts
Ratings

Target rangeAs of Sep 21, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Sep 21, 2026KeyBancReiterate
Rating: Target: $195
Rating: OverweightTarget: $280
Aug 6, 2026Robert W. BairdTarget
Target: $183
Target: $245
Aug 6, 2026Stifel NicolausTarget
Target: $120
Target: $200
Aug 6, 2026Cantor FitzgeraldReiterate
Rating: Target: $115
Rating: NeutralTarget: $195
Aug 6, 2026BMO CapitalReiterate
Rating: Target: $137
Rating: Market PerformTarget: $208

Next report
Nov 4, 26
in 43 days
EPS estimate
$2.82
Revenue estimate
$536.1M
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported$2.32$2.80$2.06$1.94$2.45$3.15$2.78Pending
Estimate$1.99$2.57$1.78$1.95$2.44$2.99$2.38$2.82
Surprise+16.6%+8.9%+15.7%−0.5%+0.4%+5.4%+16.8%

RevenueReportedEstimate

Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported$493.8M$530.5M$483.6M$493.3M$544.3M$571.9M$531.2MPending
Estimate$481.1M$525.0M$472.0M$492.9M$543.0M$564.4M$513.1M$536.1M
Surprise+2.6%+1.0%+2.5%+0.1%+0.2%+1.3%+3.5%
Estimate$2.82
ReportedDue Nov 4, 2026
Estimate$536.1M
ReportedDue Nov 4, 2026
View details

Debt to equity172.00%
Current ratio107.40%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$451.9M$493.9M$530.5M$483.6M$493.3M$544.3M$571.9M$531.2M
Net income$73.3M$113.6M$139.4M$89.5M$110.7M$113.8M$155.7M$107.4M
Net margin16.2%23.0%26.3%18.5%22.4%20.9%27.2%20.2%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income$104.9M$148.5M$185.1M$112.3M$112.6M$157.2M$210.3M$168.5M
YoY growth+8.2%+39.1%−35.2%+18.1%+7.4%+5.9%+13.6%+50.0%

Balance sheet, Jun 30, 2026Cash & short-term investments $198.0M · Total debt $982.8M · Total assets $5.20B · Shareholders' equity $571.5M

Revenue
$531.2M
Operating income
$168.5M
Net income
$107.4M
View details

Dividend yield
0.66%
Next ex-date
Nov 24, 26
estimated · in 63 days
Annual dividend
$1.50
per share
Schedule
Quarterly
4 payments a year

HistoryDividendAnnual yield

Nov '24Mar '25May '25Aug '25Nov '25Mar '26May '26Aug '26
Dividend$0.375$0.375$0.375$0.375$0.375$0.375$0.375$0.375
Annual yield0.64%0.69%0.57%0.65%0.94%1.08%1.13%0.65%
Ex-dateNov 25Mar 10May 27Aug 25Nov 24Mar 9May 26Aug 24
Payment dateDec 9Mar 24Jun 9Sep 8Dec 8Mar 23Jun 8Sep 8
View details

Institutions93.10%41.96M shares
632 holders · as of Jun 30, 2026
Insiders14.79%6.66M shares
18 holders · as of Sep 3, 2026
Adds to107.89%

45.07M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

These groups come from separate filings that can overlap, so they add to 107.89%; nothing is left for Other.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
Chad R. Richison1Insiderdirector, 10 percent owner, officer: CEO and Chairman
13.09%5.90Mfiled Sep 3, 2026
BlackRock, Inc.Institution
11.17%5.03Mas of Jun 30, 2026
Harris Associates L PInstitution
7.54%3.40Mas of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
4.59%2.07Mas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
4.09%1.84Mas of Jun 30, 2026
  1. Chad R. Richison's transaction reports restate only vehicles that traded; the 2026 ownership statement (5.90M) is used instead.

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Aug 28, 2026Terrell Shane Hadlockofficer: President/Chief Client Officer−241$240.07
Aug 27, 2026Terrell Shane Hadlockofficer: President/Chief Client Officer−2,577$237.60
May 18, 2026Randall Peckofficer: Chief Operating Officer−2,500$140.50
Dec 10, 2025Robert D. Fosterofficer: Chief Financial Officer−1,300$162.66
Dec 5, 2025Randall Peckofficer: Chief Operating Officer−2,192$165.85
View details

  • ADP

    Broad HCM, payroll, and workforce-management overlap

  • Paychex

    Payroll, HR, benefits, and time-management overlap

  • Workday

    Enterprise cloud HCM platform overlap

  • Paylocity

    Cloud HCM and payroll platform overlap

Compare

CompanyPriceChange
Paycom Software$224.20−0.90%$10.20B24.017.04.8+9.8%
ADP$266.58−1.24%$107.90B24.721.74.9+6.8%
Paychex$113.67−1.17%$40.91B23.619.16.3+12.5%
Workday$188.87−1.59%$50.27B38.915.74.9+12.8%
Paylocity$143.01−0.98%$7.73B29.416.24.4+11.0%
Median27.017.64.9+11.7%