PAYC
Paycom Software, Inc.
$135.70
-1.40%
$6.5B
No data for this timeframe.
Vol
Market Cap$6.5B
Cap SizeMid Cap
Analyst ConsensusHold (44%)
Inst. Holders8 funds
Inst. Value$1.5B
Inst. Activity1 buys / 2 sells
Insider Activity0B / 1S
Insider Net $-$351.3K
Reddit Sentiment50° Neutral
SEC Reports2
Congressional1 trades
Recent Activity
May 18, 2026
Insider
Peck Randall sold 2,500 shares
Chief Operating Officer @ $140.50 ($351.3K)
May 18, 2026
dark_pool
Dark Pool: PAYC — 1.4M shares, 48,901 trades
Week starting 2026-05-18. Total ATS volume: 1,364,485 shares across 48,901 trades.
May 10, 2026
Insider
Hadlock Terrell Shane sold 2,728 shares
President/Chief Client Officer @ $138.44 ($377.7K)
May 10, 2026
Insider
Peck Randall sold 336 shares
Chief Operating Officer @ $138.44 ($46.5K)
Apr 23, 2026
SEC
Paycom Software, Inc. amended and restated its credit agreement to increase the revolving credit facility commitment to
8-K — Impact 5/10
Mar 5, 2026
SEC
Paycom Software, Inc. (PAYC) announced a $200 million expansion of its stock repurchase program, following the completio
8-K — Impact 4/10
Inst.
FMR LLC — TRIM
1,665,167 shares ($265.4M)
Inst.
TWO SIGMA INVESTMENTS, LP — TRIM
293,956 shares ($46.8M)
Price Targets
$151.44
+11.2% upside
Buy
Current $136.14
Low $120.00
Median $144.50
High $195.00
16 analysts
$120.00
$195.00
Analyst Ratings
5Strong Buy
7Buy
15Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 7, 2026 | Citigroup | MAINTAIN | Neutral → Neutral |
| May 7, 2026 | TD Cowen | MAINTAIN | Buy → Buy |
| May 7, 2026 | Barclays | MAINTAIN | Equal-Weight → Equal-Weight |
| May 7, 2026 | Mizuho | MAINTAIN | Neutral → Neutral |
| May 7, 2026 | BTIG | MAINTAIN | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $2.38 ▲ +3.7% | $2.17 — $2.65 | 16% YoY | 19 |
| Next Q | $2.39 ▲ +4.4% | $2.22 — $2.53 | 23% YoY | 19 |
| Current FY | $10.92 ▲ +4.4% | $10.36 — $11.33 | 18% YoY | 20 |
| Next FY | $12.30 ▲ +5.6% | $11.03 — $14.73 | 13% YoY | 20 |
Latest Reports
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $890.7M | — |
| FMR LLC | $265.4M | TRIM |
| MORGAN STANLEY | $115.8M | ADD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $85.9M | NEW |
| TWO SIGMA INVESTMENTS, LP | $46.8M | TRIM |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 18, 2026 | Peck Randall | SELL | $351.3K |
| May 10, 2026 | Hadlock Terrell | F | $377.7K |
| May 10, 2026 | Peck Randall | F | $46.5K |
| May 4, 2026 | DUQUES HENRY | A | $0.00 |
| May 4, 2026 | BINZ JOSEPH | A | $0.00 |
Reddit Sentiment
50°
Neutral
Bearish
Neutral
Bullish
Congressional Trades
1 members: 0 buys, 1 sells
| Member | Party | Type | Amount |
|---|---|---|---|
| Anthony Wied | R | SELL | $15,001 - $50,000 |
8 institutional holders with $1.5B total value (9,230,597 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, MORGAN. Net selling activity: 2 institutions trimmed/exited vs 1 added.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 5,589,389 | $890.7M | 60.6% | — |
| 2 | FMR LLC | 1,665,167 | $265.4M | 18.0% | TRIM -30.5% |
| 3 | MORGAN STANLEY | 726,809 | $115.8M | 7.9% | ADD +34.5% |
| 4 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 539,331 | $85.9M | 5.8% | NEW |
| 5 | TWO SIGMA INVESTMENTS, LP | 293,956 | $46.8M | 3.2% | TRIM -44.8% |
| 6 | BANK OF AMERICA CORP /DE/ | 201,008 | $32.0M | 2.2% | TRIM -61.9% |
| 7 | WELLS FARGO & COMPANY/MN | 178,859 | $28.5M | 1.9% | — |
| 8 | NORGES BANK | 36,078 | $5.7M | 0.4% | NEW |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| FMR LLC | TRIM | 2,395,820 | 1,665,167 | -30.5% | $265.4M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 532,124 | 293,956 | -44.8% | $46.8M | 2025-Q4 |
| NORGES BANK | NEW | — | 36,078 | — | $5.7M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 161,905 | 532,124 | +228.7% | $110.8M | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | TRIM | 451,807 | 172,067 | -61.9% | $35.8M | 2025-Q3 |
| NORGES BANK | EXIT | 73,511 | 0 | -100.0% | $0.00 | 2025-Q3 |
| MORGAN STANLEY | ADD | 803,560 | 1,080,734 | +34.5% | $250.1M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 12,443 | 161,905 | +1201.2% | $37.5M | 2025-Q2 |
| NORGES BANK | NEW | — | 73,511 | — | $17.0M | 2025-Q2 |
| UBS Group AG | ADD | 331,866 | 521,647 | +57.2% | $114.0M | 2025-Q1 |
| CITADEL ADVISORS LLC | TRIM | 381,066 | 197,900 | -48.1% | $43.2M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | NEAR_EXIT | 80,034 | 12,443 | -84.5% | $2.7M | 2025-Q1 |
| NORGES BANK | EXIT | 104,943 | 0 | -100.0% | $0.00 | 2025-Q1 |
| CITADEL ADVISORS LLC | TRIM | 541,443 | 381,066 | -29.6% | $78.1M | 2024-Q4 |
| UBS Group AG | DOUBLED | 148,224 | 331,866 | +123.9% | $68.0M | 2024-Q4 |
| NORGES BANK | ADD | 62,063 | 104,943 | +69.1% | $21.5M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 486,462 | — | $81.0M | 2024-Q3 |
9 unique insiders with 1 transactions. Net insider value: -$351.3K ($0.00 bought, $351.3K sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 18, 2026 | Peck Randall | Chief Operating Officer | SELL | 2,500 | $140.50 | $351.3K |
| May 10, 2026 | Hadlock Terrell Shane | President/Chief Client Officer | F | 2,728 | $138.44 | $377.7K |
| May 10, 2026 | Peck Randall | Chief Operating Officer | F | 336 | $138.44 | $46.5K |
| May 4, 2026 | DUQUES HENRY C | Director | A | 1,890 | $0.00 | $0.00 |
| May 4, 2026 | BINZ JOSEPH LEO | Director | A | 1,890 | $0.00 | $0.00 |
| May 4, 2026 | PETERS FREDERICK C II | Director | A | 1,890 | $0.00 | $0.00 |
| May 4, 2026 | WATTS J C JR | Director | A | 1,890 | $0.00 | $0.00 |
| May 4, 2026 | TURNEY SHAREN J | Director | A | 1,890 | $0.00 | $0.00 |
| Feb 18, 2026 | Richison Chad R. | CEO and Chairman | A | 71,827 | $0.00 | $0.00 |
| Feb 18, 2026 | Foster Robert D. | Chief Financial Officer | A | 17,957 | $0.00 | $0.00 |
| Feb 18, 2026 | Hadlock Terrell Shane | President/Chief Client Officer | A | 20,950 | $0.00 | $0.00 |
| Feb 10, 2026 | Richison Chad R. | CEO, President and Chairman | A | 43,148 | $0.00 | $0.00 |
| Feb 10, 2026 | Richison Chad R. | CEO, President and Chairman | F | 18,921 | $124.94 | $2.4M |
| Feb 10, 2026 | Peck Randall | Chief Operating Officer | A | 8,390 | $0.00 | $0.00 |
| Feb 10, 2026 | Peck Randall | Chief Operating Officer | F | 3,680 | $124.94 | $459.8K |
| Feb 10, 2026 | Foster Robert D. | Chief Financial Officer | A | 9,589 | $0.00 | $0.00 |
| Feb 10, 2026 | Foster Robert D. | Chief Financial Officer | F | 3,515 | $124.94 | $439.2K |
| Feb 5, 2026 | Peck Randall | Chief Operating Officer | F | 3,697 | $131.59 | $486.5K |
| Feb 5, 2026 | Richison Chad R. | CEO, President and Chairman | F | 5,199 | $131.59 | $684.1K |
| Feb 5, 2026 | Foster Robert D. | Chief Financial Officer | F | 969 | $131.59 | $127.5K |
2 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 2 neutral. Avg impact: 4.5/10.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Hold (44% buy). Based on 27 analysts: 5 strong buy, 7 buy, 15 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$151.44 mean target
+11.2% upside
Buy (2.40)
$120.00 Low
$195.00 High
| Metric | Value |
|---|---|
| Current Price | $136.14 |
| Target Low | $120.00 |
| Target Mean | $151.44 |
| Target Median | $144.50 |
| Target High | $195.00 |
| # Analysts | 16 |
| Recommendation | Buy (2.40) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$2.38 | $2.17 | $2.65 | 15.6% | +3.7% | 16↑ 2↓ | $0.5B | 6.2% | 19 |
| Next Q 2026-09-30 |
$2.39 | $2.22 | $2.53 | 23.3% | +4.4% | 15↑ 3↓ | $0.5B | 7.5% | 19 |
| Current FY 2026-12-31 |
$10.92 | $10.36 | $11.33 | 18.2% | +4.4% | 16↑ 4↓ | $2.2B | 6.7% | 20 |
| Next FY 2027-12-31 |
$12.30 | $11.03 | $14.73 | 12.6% | +5.6% | 18↑ 1↓ | $2.3B | 7.1% | 20 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $2.382 | |
| 7d ago | $2.366 | +0.016 |
| 30d ago | $2.296 | +0.086 |
| 60d ago | $2.274 | +0.108 |
| 90d ago | $2.239 | +0.143 |
11 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 7, 2026 | Citigroup | MAINTAIN | Neutral | Neutral |
| May 7, 2026 | TD Cowen | MAINTAIN | Buy | Buy |
| May 7, 2026 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
| May 7, 2026 | Mizuho | MAINTAIN | Neutral | Neutral |
| May 7, 2026 | BTIG | MAINTAIN | Buy | Buy |
| Apr 21, 2026 | UBS | MAINTAIN | Buy | Buy |
| Mar 6, 2026 | Cantor Fitzgerald | MAINTAIN | Neutral | Neutral |
| Mar 6, 2026 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
| Feb 13, 2026 | Citigroup | MAINTAIN | Neutral | Neutral |
| Feb 12, 2026 | Jefferies | MAINTAIN | Hold | Hold |
| Feb 12, 2026 | BMO Capital | MAINTAIN | Market Perform | Market Perform |
| Feb 12, 2026 | Guggenheim | MAINTAIN | Buy | Buy |
| Feb 12, 2026 | Cantor Fitzgerald | MAINTAIN | Neutral | Neutral |
| Feb 12, 2026 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
| Feb 12, 2026 | Keybanc | MAINTAIN | Overweight | Overweight |
| Feb 12, 2026 | Mizuho | MAINTAIN | Neutral | Neutral |
| Feb 12, 2026 | BTIG | MAINTAIN | Buy | Buy |
| Jan 29, 2026 | Cantor Fitzgerald | MAINTAIN | Neutral | Neutral |
| Jan 26, 2026 | UBS | MAINTAIN | Buy | Buy |
| Jan 12, 2026 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
| Jan 8, 2026 | TD Cowen | MAINTAIN | Buy | Buy |
| Dec 23, 2025 | Citigroup | MAINTAIN | Neutral | Neutral |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 5 | 7 | 15 | 0 | 0 | 44% | |
| May 1, 2026 | 5 | 7 | 16 | 0 | 0 | 43% | |
| Apr 1, 2026 | 5 | 7 | 16 | 0 | 0 | 43% | |
| Mar 1, 2026 | 5 | 7 | 16 | 0 | 0 | 43% | |
| Feb 1, 2026 | 5 | 7 | 16 | 0 | 0 | 43% | |
| Jan 1, 2026 | 5 | 7 | 16 | 0 | 0 | 43% |
Strong BuyBuyHoldSellStrong Sell
1 members of Congress traded this stock: 0 buys, 1 sells.
Congressional Trades
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Feb 12, 2026 | Anthony Wied | R | HOUSE | SELL | $15,001 - $50,000 | Paycom Software Inc | Mar 12, 2026 (29d) |
50°
Neutral
Bearish
Neutral
Bullish
3 mentions
0 bullish
0 bearish
3 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Jun 9, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Jun 9, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Apr 23, 2026 | 1 | 56° Neutral | 0 | 0 | 1 |
Recent Reddit Threads
Major SaaS Earnings Calendar
▲ 1
💬 0
⚡ 0.5
May 18, 2026
dark_pool
Dark Pool: PAYC — 1.4M shares, 48,901 trades
Week starting 2026-05-18. Total ATS volume: 1,364,485 shares across 48,901 trades.
May 11, 2026
dark_pool
Dark Pool: PAYC — 1.6M shares, 50,310 trades
Week starting 2026-05-11. Total ATS volume: 1,577,566 shares across 50,310 trades.
May 7, 2026
short_volume
Short Volume: PAYC — 73.2% short (0.7M / 1.0M)
Short: 699,319 | Exempt: 740 | TRF Vol: 955,745 | Short Ratio: 73.2% | Off-exchange volume (dark pool + OTC)
May 6, 2026
short_volume
Short Volume: PAYC — 57.1% short (0.3M / 0.5M)
Short: 313,403 | Exempt: 159 | TRF Vol: 549,082 | Short Ratio: 57.1% | Off-exchange volume (dark pool + OTC)
May 6, 2026
earnings_calendar
PAYC Q1 2026 Earnings After Market Close — 2026-05-06
May 4, 2026
dark_pool
Dark Pool: PAYC — 2.1M shares, 59,638 trades
Week starting 2026-05-04. Total ATS volume: 2,121,440 shares across 59,638 trades.
Apr 27, 2026
dark_pool
Dark Pool: PAYC — 1.1M shares, 37,387 trades
Week starting 2026-04-27. Total ATS volume: 1,055,130 shares across 37,387 trades.
Apr 20, 2026
dark_pool
Dark Pool: PAYC — 1.6M shares, 41,558 trades
Week starting 2026-04-20. Total ATS volume: 1,555,258 shares across 41,558 trades.
Apr 13, 2026
dark_pool
Dark Pool: PAYC — 1.4M shares, 37,938 trades
Week starting 2026-04-13. Total ATS volume: 1,439,223 shares across 37,938 trades.
Apr 6, 2026
dark_pool
Dark Pool: PAYC — 1.5M shares, 42,535 trades
Week starting 2026-04-06. Total ATS volume: 1,479,323 shares across 42,535 trades.
Mar 30, 2026
dark_pool
Dark Pool: PAYC — 1.0M shares, 27,961 trades
Week starting 2026-03-30. Total ATS volume: 965,594 shares across 27,961 trades.
Mar 24, 2026
short_interest
FTD: PAYC — 91,288 shares ($11.6M) failed to deliver
Settlement: 20260324, Price: $126.59, FTD Value: $11,556,147.92, PAYCOM SOFTWARE INC COM STK (D
Mar 23, 2026
dark_pool
Dark Pool: PAYC — 1.6M shares, 43,444 trades
Week starting 2026-03-23. Total ATS volume: 1,642,383 shares across 43,444 trades.
Mar 23, 2026
short_interest
FTD: PAYC — 535,902 shares ($66.9M) failed to deliver
Settlement: 20260323, Price: $124.82, FTD Value: $66,891,287.64, PAYCOM SOFTWARE INC COM STK (D
Mar 16, 2026
short_interest
FTD: PAYC — 28,306 shares ($3.6M) failed to deliver
Settlement: 20260316, Price: $125.71, FTD Value: $3,558,347.26, PAYCOM SOFTWARE INC COM STK (D