Paycom Software (NYSE:PAYC) Price Target Cut to $195.00 by Analysts at KeyCorp

Paycom Software (NYSE:PAYC) had its price objective decreased by investment analysts at KeyCorp from $250.00 to $195.00 in a research report issued to clients and investors on Thursday,Benzinga reports. The firm presently has an “overweight” rating on the software maker’s stock. KeyCorp’s price target indicates a potential upside of 64.77% from the company’s previous close.

PAYC has been the topic of a number of other reports. Jefferies Financial Group cut their target price on Paycom Software from $225.00 to $190.00 and set a “hold” rating on the stock in a research report on Thursday, November 6th. Citigroup cut their target price on shares of Paycom Software from $191.00 to $185.00 and set a “neutral” rating on the stock in a research note on Tuesday, December 23rd. UBS Group decreased their price objective on shares of Paycom Software from $245.00 to $210.00 and set a “buy” rating for the company in a report on Monday, January 26th. Barclays lowered their price objective on shares of Paycom Software from $210.00 to $185.00 and set an “equal weight” rating on the stock in a research note on Monday, January 12th. Finally, Weiss Ratings downgraded Paycom Software from a “hold (c-)” rating to a “sell (d+)” rating in a report on Tuesday, February 3rd. Five analysts have rated the stock with a Buy rating, ten have given a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat.com, Paycom Software presently has a consensus rating of “Hold” and a consensus target price of $188.00.

Paycom Software Trading Down 0.3%

Paycom Software stock traded down $0.36 during mid-day trading on Thursday, hitting $118.35. The company’s stock had a trading volume of 898,525 shares, compared to its average volume of 1,194,737. The firm has a market capitalization of $6.66 billion, a PE ratio of 14.73, a price-to-earnings-growth ratio of 1.31 and a beta of 0.79. The stock’s fifty day moving average is $151.96 and its two-hundred day moving average is $185.32. Paycom Software has a 1 year low of $104.90 and a 1 year high of $267.76.

Paycom Software (NYSE:PAYC) last announced its quarterly earnings data on Wednesday, February 11th. The software maker reported $2.45 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.44 by $0.01. Paycom Software had a return on equity of 24.79% and a net margin of 22.65%.The business had revenue of $517.10 million during the quarter, compared to analysts’ expectations of $542.79 million. During the same quarter last year, the business posted $2.32 EPS. The business’s quarterly revenue was up 10.2% compared to the same quarter last year. On average, equities analysts expect that Paycom Software will post 7.15 EPS for the current fiscal year.

Insider Buying and Selling

In other news, CFO Robert D. Foster sold 1,300 shares of the firm’s stock in a transaction that occurred 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 transaction, the chief financial officer directly owned 14,747 shares of the company’s stock, valued at approximately $2,398,747.02. This trade represents a 8.10% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Insiders own 10.90% of the company’s stock.

Hedge Funds Weigh In On Paycom Software

Several hedge funds and other institutional investors have recently added to or reduced their stakes in PAYC. CYBER HORNET ETFs LLC purchased a new position in Paycom Software during the second quarter worth about $29,000. Caitlin John LLC acquired a new position in Paycom Software in the third quarter valued at $29,000. MUFG Securities EMEA plc acquired a new position in shares of Paycom Software during the second quarter worth about $33,000. Steigerwald Gordon & Koch Inc. acquired a new stake in shares of Paycom Software in the third quarter valued at about $31,000. Finally, True Wealth Design LLC increased its holdings in Paycom Software by 946.7% during the 4th quarter. True Wealth Design LLC now owns 157 shares of the software maker’s stock valued at $25,000 after acquiring an additional 142 shares in the last quarter. 87.77% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Paycom Software

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

• Positive Sentiment: Q4 EPS narrowly beat consensus — Paycom reported $2.45 EPS vs. a $2.44 consensus and showed year‑over‑year EPS growth, which limits the downside from the print. Zacks: Q4 Earnings and Revenues Beat
• Positive Sentiment: Board declared a regular quarterly cash dividend (0.375 per share), which supports shareholder income and may attract income‑oriented holders. Globe and Mail: Dividend Announcement
• Positive Sentiment: Some brokers remain constructive — BTIG reiterated a buy rating with a $140 target (still implying material upside from current levels), signaling at least some investor support. Benzinga
• Neutral Sentiment: Full Q4 earnings call transcript and company release are available for detail review; investors can use these to parse management commentary on bookings, churn and margin trends. Seeking Alpha: Q4 Earnings Call Transcript
• Neutral Sentiment: Official press release with full results and supplemental materials posted by the company for investor review. BusinessWire: Q4 Results
• Negative Sentiment: Revenue missed estimates — Q4 revenue was $517.1M vs. consensus near $542.8M, raising questions about demand momentum. Paycom Q4 Press Release
• Negative Sentiment: FY‑2026 revenue guidance was viewed as weak/underwhelming (management cited roughly $2.2B range), which fell short of some sell‑side expectations and triggered the selloff. Reuters: Forecasts Weak 2026 Revenue
• Negative Sentiment: Several analysts cut targets and/or trimmed estimates after the print (Mizuho to $120/neutral; BMO to $137/market perform; broader note on analysts lowering forecasts), increasing selling pressure. Benzinga: Analysts Lower Forecasts
• Negative Sentiment: Stock hit a 52‑week low amid the guidance and target cuts, reflecting deteriorating near‑term sentiment and prompting technical selling. Investing.com: 52‑Week Low

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.