Paycom Software (NYSE:PAYC) Price Target Cut to $130.00 by Analysts at Jefferies Financial Group

Paycom Software (NYSE:PAYC) had its price target decreased by Jefferies Financial Group from $190.00 to $130.00 in a research report released on Thursday,Benzinga reports. Jefferies Financial Group currently has a hold rating on the software maker’s stock.

Several other equities research analysts have also recently issued reports on the stock. Zacks Research cut shares of Paycom Software from a “hold” rating to a “strong sell” rating in a research report on Tuesday, January 20th. Barclays reduced their target price on Paycom Software from $185.00 to $140.00 and set an “equal weight” rating for the company in a research note on Thursday. KeyCorp cut their price objective on shares of Paycom Software from $250.00 to $195.00 and set an “overweight” rating for the company in a report on Thursday. BTIG Research decreased their price target on Paycom Software from $195.00 to $140.00 and set a “buy” rating on the stock in a research note on Thursday. Finally, JPMorgan Chase & Co. cut their target price on Paycom Software from $235.00 to $220.00 and set a “neutral” rating on the stock in a research report on Thursday, November 6th. Five research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and two have given a Sell rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus price target of $172.64.

Paycom Software Price Performance

Shares of PAYC stock opened at $119.46 on Thursday. The company has a market capitalization of $6.72 billion, a price-to-earnings ratio of 14.77, a PEG ratio of 1.25 and a beta of 0.79. The company’s fifty day moving average price is $151.02 and its 200-day moving average price is $184.86. Paycom Software has a one year low of $104.90 and a one year high of $267.76.

Paycom Software (NYSE:PAYC) last released its quarterly earnings data on Wednesday, February 11th. The software maker reported $2.45 EPS for the quarter, beating the consensus estimate of $2.44 by $0.01. The business had revenue of $544.30 million during the quarter, compared to the consensus estimate of $542.79 million. Paycom Software had a net margin of 22.10% and a return on equity of 24.21%. The business’s revenue was up 10.2% on a year-over-year basis. During the same quarter in the prior year, the firm earned $2.32 EPS. Equities research analysts expect that Paycom Software will post 7.15 earnings per share for the current fiscal year.

Paycom Software Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, March 23rd. Shareholders of record on Monday, March 9th will be paid a $0.375 dividend. This represents a $1.50 dividend on an annualized basis and a yield of 1.3%. The ex-dividend date of this dividend is Monday, March 9th. Paycom Software’s dividend payout ratio (DPR) is presently 18.66%.

Insider Activity

In related news, CFO Robert D. Foster sold 1,300 shares of the company’s 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 sale, the chief financial officer directly owned 14,747 shares of the company’s stock, valued at approximately $2,398,747.02. This represents a 8.10% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. 10.90% of the stock is owned by insiders.

Hedge Funds Weigh In On Paycom Software

Institutional investors have recently made changes to their positions in the stock. True Wealth Design LLC lifted its holdings in shares of Paycom Software by 946.7% in the fourth quarter. True Wealth Design LLC now owns 157 shares of the software maker’s stock valued at $25,000 after purchasing an additional 142 shares in the last quarter. Brown Brothers Harriman & Co. raised its holdings in shares of Paycom Software by 190.6% during the 4th quarter. Brown Brothers Harriman & Co. now owns 154 shares of the software maker’s stock valued at $25,000 after purchasing an additional 101 shares in the last quarter. Clearstead Advisors LLC lifted its position in shares of Paycom Software by 140.3% in the fourth quarter. Clearstead Advisors LLC now owns 161 shares of the software maker’s stock worth $26,000 after buying an additional 94 shares during the last quarter. Caitlin John LLC acquired a new stake in Paycom Software in the 3rd quarter worth approximately $29,000. Finally, CYBER HORNET ETFs LLC bought a new position in Paycom Software during the second quarter valued at about $29,000. 87.77% of the stock is owned by institutional investors.

Paycom Software News Summary

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

• Positive Sentiment: Q4 results modestly beat expectations — EPS $2.45 vs. $2.44 consensus and revenue $544.3M (up 10% Y/Y). The beat and margin expansion are supportive of the share price. Paycom’s Q4 Earnings Surpass Expectations
• Positive Sentiment: Independent Forrester study published by Paycom finds IWant™ (Paycom’s AI engine) delivers strong projected 3‑year ROI for clients — a product win that could support longer‑term revenue/upsell potential. New Study Finds Paycom’s IWant Has Delivered Significant ROI
• Positive Sentiment: Board declared a regular quarterly cash dividend (0.375 per share); modest yield but signals shareholder return discipline. Paycom Board Declares Regular Quarterly Cash Dividend
• Neutral Sentiment: Company issued FY‑2026 revenue guidance around ~$2.2B (reported roughly in line with consensus in some feeds), creating uncertainty about growth cadence — the number itself is mixed in interpretation and the market reaction depends on sales cadence assumptions. Paycom FY2026 Guidance (press release)
• Neutral Sentiment: Some analysts remain constructive despite cuts — Guggenheim (buy, PT $180), KeyCorp (overweight, PT $195) and BTIG (buy, PT $140) still see material upside versus the current price, which can cap downside if positive execution continues. Analyst Notes (Benzinga roundup)
• Negative Sentiment: Multiple firms lowered price targets and tone after the results/guidance (examples: Jefferies cut to $130/hold, Cantor Fitzgerald to $115/neutral, Mizuho to $120/neutral, BMO to $137/market perform). Those cuts amplify selling pressure and raise expectations reset risk. Paycom Price Target Cuts (Benzinga)
• Negative Sentiment: Market commentary and news coverage highlighted that Paycom’s 2026 revenue guidance missed some Street models; that miss prompted a notable intraday selloff and a new 52‑week low in some sessions. Guidance concerns are the main catalyst for the decline. Payroll software maker Paycom forecasts weak 2026 revenue

Paycom Software Company Profile

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.