Paycom Software (NYSE:PAYC) Price Target Cut to $140.00 by Analysts at Barclays

Paycom Software (NYSE:PAYC) had its price objective cut by Barclays from $185.00 to $140.00 in a report issued on Thursday,Benzinga reports. They currently have an equal weight rating on the software maker’s stock.

Other analysts also recently issued reports about the stock. UBS Group decreased their target price on shares of Paycom Software from $245.00 to $210.00 and set a “buy” rating for the company in a research report on Monday, January 26th. Citigroup decreased their price objective on shares of Paycom Software from $191.00 to $185.00 and set a “neutral” rating for the company in a report on Tuesday, December 23rd. JPMorgan Chase & Co. lowered their target price on shares of Paycom Software from $235.00 to $220.00 and set a “neutral” rating on the stock in a research report on Thursday, November 6th. BTIG Research reduced their price target on Paycom Software from $195.00 to $140.00 and set a “buy” rating for the company in a research report on Thursday. Finally, Jefferies Financial Group lowered their price objective on Paycom Software from $225.00 to $190.00 and set a “hold” rating on the stock in a report on Thursday, November 6th. Five equities research analysts have rated the stock with a Buy rating, ten have given a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat, Paycom Software presently has an average rating of “Hold” and a consensus price target of $172.64.

Paycom Software Trading Up 0.6%

Shares of NYSE:PAYC opened at $119.46 on Thursday. The firm has a market cap of $6.72 billion, a price-to-earnings ratio of 14.77, a P/E/G ratio of 1.25 and a beta of 0.79. Paycom Software has a 1 year low of $104.90 and a 1 year high of $267.76. The business has a fifty day simple moving average of $151.02 and a 200 day simple moving average of $184.86.

Paycom Software (NYSE:PAYC) last issued its earnings results on Wednesday, February 11th. The software maker reported $2.45 EPS for the quarter, beating analysts’ consensus estimates of $2.44 by $0.01. Paycom Software had a return on equity of 24.21% and a net margin of 22.10%.The firm had revenue of $544.30 million for the quarter, compared to the consensus estimate of $542.79 million. During the same quarter in the previous year, the company posted $2.32 earnings per share. The business’s quarterly revenue was up 10.2% compared to the same quarter last year. On average, sell-side analysts forecast that Paycom Software will post 7.15 EPS for the current year.

Paycom Software Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, March 23rd. Stockholders of record on Monday, March 9th will be given a $0.375 dividend. This represents a $1.50 annualized dividend and a dividend yield of 1.3%. The ex-dividend date of this dividend is Monday, March 9th. Paycom Software’s dividend payout ratio is currently 18.66%.

Insider Transactions at Paycom Software

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 transaction, the chief financial officer directly owned 14,747 shares in the company, valued at $2,398,747.02. This represents a 8.10% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Company insiders own 10.90% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently made changes to their positions in the stock. Vanguard Group Inc. grew its position in Paycom Software by 3.2% during the third quarter. Vanguard Group Inc. now owns 5,802,788 shares of the software maker’s stock worth $1,207,792,000 after buying an additional 179,218 shares in the last quarter. State Street Corp raised its holdings in Paycom Software by 2.8% in the 3rd quarter. State Street Corp now owns 2,157,127 shares of the software maker’s stock valued at $448,984,000 after acquiring an additional 59,217 shares in the last quarter. Baillie Gifford & Co. lifted its position in shares of Paycom Software by 10.3% in the 3rd quarter. Baillie Gifford & Co. now owns 1,708,662 shares of the software maker’s stock worth $355,641,000 after acquiring an additional 158,967 shares during the period. Geode Capital Management LLC grew its holdings in shares of Paycom Software by 5.3% during the 2nd quarter. Geode Capital Management LLC now owns 1,661,685 shares of the software maker’s stock worth $383,265,000 after purchasing an additional 83,154 shares in the last quarter. Finally, Invesco Ltd. increased its position in shares of Paycom Software by 9.3% during the third quarter. Invesco Ltd. now owns 1,216,188 shares of the software maker’s stock valued at $253,137,000 after purchasing an additional 103,801 shares during the period. Institutional investors own 87.77% of the company’s stock.

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

About Paycom Software

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.