PAYC · NYSE · Software - Application

Paycom Software

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

$238.53
After-hours close+0.23 (+0.10%)
At close$238.30(+0.53%)
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Profile

Paycom Software, Inc.PAYCInformation 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

Key statistics

Market cap$10.75B
EPS (ttm)$9.41
P/E (ttm)25.35
ROE40.4%
P/B19.12
P/S5.02
Dividend yield0.63%
Beta0.12vs XLK −0.59

Year to date +56.4% · Average volume (30d) 870.3K

Analysts

Price target, next 12 months$208.00−12.8%Median of 36 analysts · vs the Aug 28 close
ConsensusHold17 of 36 analysts rate it buy or better

Ratings

Target range

Latest analyst notes

DateFirmActionRatingPrior targetTarget
Aug 6, 2026Robert W. BairdTarget$183$245
Aug 6, 2026Stifel NicolausTarget$120$200
Aug 6, 2026Cantor FitzgeraldReiterateNeutral$115$195
Aug 6, 2026BMO CapitalReiterateMarket Perform$137$208
Aug 6, 2026UBSReiterateBuy$183$270

Earnings

EPS

Estimate$2.82
ReportedDue Nov 4, 2026

Revenue

Estimate$536.1M
ReportedDue Nov 4, 2026

History

Report dateEPS estEPSSurpriseRevenue estRevenueSurpriseNext session
Aug 5, 2026Q2 FY26$2.38$2.78+16.8%$513.1M$531.2M+3.5%+23.55%
May 6, 2026Q1 FY26$2.99$3.15+5.4%$564.4M$571.9M+1.3%+9.55%
Feb 11, 2026Q4 FY25$2.44$2.45+0.4%$543.0M$544.3M+0.2%+0.88%
Nov 5, 2025Q3 FY25$1.95$1.94−0.5%$492.9M$493.3M+0.1%−10.72%
View details

Financial highlights

12 quartersQ1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$530.5M$483.6M$493.3M$544.3M$571.9M$531.2M
Gross profit$445.9M$396.1M$384.3M$430.7M$457.9M$442.1M
Operating income$185.1M$112.3M$112.6M$157.2M$210.3M$168.5M
Net income$139.4M$89.5M$110.7M$113.8M$155.7M$107.4M
Diluted EPS$2.48$1.58$1.96$2.07$3.04$2.34
Gross margin84.1%81.9%77.9%79.1%80.1%83.2%
Operating margin34.9%23.2%22.8%28.9%36.8%31.7%

Fiscal years (4-quarter sums)FY21 $1.06B · FY22 $1.38B · FY23 $1.69B · FY24 $1.88B · FY25 $2.05B

Revenue by product · Q2 FY26

Recurring$497.9M · 99%
Implementation And Other$7.3M · 1%

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

Dividends

Next ex-date
Nov 24, 2026
estimated · in 87 days
Annual dividend
$1.50
per share
Dividend yield
0.63%
Schedule
Quarterly
4 payments a year

To collect a payout, hold shares through the close before the ex-date.

History

Ex-dateRecordPaidAmountNote
Aug 24, 2026Aug 24Sep 8$0.375
May 26, 2026May 26Jun 8$0.375
Mar 9, 2026Mar 9Mar 23$0.375
Nov 24, 2025Nov 24Dec 8$0.375
Aug 25, 2025Aug 25Sep 8$0.375
May 27, 2025May 27Jun 9$0.375
Mar 10, 2025Mar 10Mar 24$0.375
Nov 25, 2024Nov 25Dec 9$0.375
View details

Ownership

Institutions 105.58%Insiders 7.76%

A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.

Shares outstanding 45.07M · Float 38.44M · 85.3% free float

Top shareholders13F · 13D/G · Form 4

HolderShares% outstandingFormFiled
BlackRock, Inc.5.03M11.17%13FAug 7, 2026
Harris Associates L P3.40M7.54%13FAug 14, 2026
Chad R. Richison · director, 10 percent owner, officer: CEO and Chairman2.77M6.16%Form 4Jun 16, 2026
Vanguard Portfolio Management LLC2.07M4.59%13FAug 13, 2026
Vanguard Capital Management LLC1.84M4.09%13FAug 13, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
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
Sep 12, 2025Bradley Scott Smithofficer: Chief Information Officer−1,500$223.27
View details

Peers

  • 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

CompareAfter-hours close

CompanyPriceChange
Paycom Software$238.53+0.10%$10.75B25.318.15.0+9.8%
ADP$286.34−0.36%$114.92B26.323.45.2+6.8%
Paychex$127.04+0.02%$45.19B26.021.36.9+12.5%
Workday$204.25−0.23%$53.62B41.817.75.3+13.2%
Paylocity$157.93+0.03%$8.46B32.117.94.8+11.0%
Median29.219.65.3+11.7%