Mizuho Has Lowered Expectations for Paycom Software (NYSE:PAYC) Stock Price

Paycom Software (NYSE:PAYC) had its price objective decreased by equities research analysts at Mizuho from $180.00 to $120.00 in a report released on Thursday,Benzinga reports. The firm presently has a “neutral” rating on the software maker’s stock. Mizuho’s price objective suggests a potential downside of 4.43% from the stock’s current price.

Several other equities research analysts have also issued reports on PAYC. Cantor Fitzgerald dropped their price objective on Paycom Software from $170.00 to $135.00 and set a “neutral” rating for the company in a research note on Thursday, January 29th. Citigroup dropped their price target on Paycom Software from $191.00 to $185.00 and set a “neutral” rating for the company in a research report on Tuesday, December 23rd. TD Cowen decreased their price objective on shares of Paycom Software from $200.00 to $184.00 and set a “buy” rating on the stock in a research report on Thursday, January 8th. BTIG Research lowered their target price on shares of Paycom Software from $195.00 to $140.00 and set a “buy” rating on the stock in a research note on Thursday. Finally, Weiss Ratings lowered shares of Paycom Software from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Tuesday, February 3rd. Five equities research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus target price of $168.57.

Paycom Software Trading Up 4.8%

PAYC stock opened at $125.56 on Thursday. The firm has a 50 day moving average of $150.22 and a 200-day moving average of $184.09. The firm has a market capitalization of $7.07 billion, a P/E ratio of 15.52, a price-to-earnings-growth ratio of 1.25 and a beta of 0.79. Paycom Software has a 12 month low of $104.90 and a 12 month high of $267.76.

Paycom Software (NYSE:PAYC) last posted its earnings results on Wednesday, February 11th. The software maker reported $2.45 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.44 by $0.01. Paycom Software had a net margin of 22.10% and a return on equity of 24.25%. The business had revenue of $544.30 million for the quarter, compared to analysts’ expectations of $542.79 million. During the same period in the prior year, the company posted $2.32 EPS. The business’s revenue for the quarter was up 10.2% compared to the same quarter last year. Sell-side analysts predict that Paycom Software will post 7.15 EPS for the current year.

Insider Transactions at Paycom Software

In other Paycom Software news, CFO Robert D. Foster sold 1,300 shares of the 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 in the company, valued at $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 Securities & Exchange Commission, which is available at this hyperlink. 10.90% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Paycom Software

A number of institutional investors have recently made changes to their positions in PAYC. True Wealth Design LLC grew its holdings in shares of 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 purchasing an additional 142 shares during the last quarter. Brown Brothers Harriman & Co. boosted its position in Paycom Software by 190.6% during the fourth quarter. Brown Brothers Harriman & Co. now owns 154 shares of the software maker’s stock valued at $25,000 after buying an additional 101 shares during the period. Clearstead Advisors LLC grew its stake in shares of Paycom Software by 140.3% during the fourth quarter. Clearstead Advisors LLC now owns 161 shares of the software maker’s stock valued at $26,000 after buying an additional 94 shares during the last quarter. Caitlin John LLC purchased a new position in shares of Paycom Software in the third quarter worth about $29,000. Finally, CYBER HORNET ETFs LLC bought a new stake in shares of Paycom Software in the 2nd quarter valued at about $29,000. Hedge funds and other institutional investors own 87.77% of the company’s stock.

Paycom Software News Roundup

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

• Positive Sentiment: Q4 results topped estimates: PAYC reported $2.45 EPS and revenue up ~10% y/y, beating consensus and showing margin expansion — supportive near‑term fundamentals. Article Title
• Positive Sentiment: Independent study highlights product ROI: A Forrester‑commissioned study found Paycom’s IWant AI delivers significant three‑year ROI for clients — a credibility boost for growth/product story. Article Title
• Positive Sentiment: Some analysts remain bullish: Guggenheim, KeyCorp and BTIG maintained buy/overweight views (despite trimming targets), signaling pockets of conviction that upside remains for longer‑term investors. Article Title
• Neutral Sentiment: Market commentary and idea pieces: Several outlets (Zacks, Seeking Alpha, Barchart) frame PAYC as a potential value/recovery play after the selloff — useful for investors assessing risk/reward but not immediate catalysts. Article Title
• Negative Sentiment: Weak 2026 revenue guidance spooked investors: Paycom’s FY‑2026 revenue outlook was perceived as conservative/short of consensus, which triggered the initial selloff and remains the primary negative catalyst. Article Title
• Negative Sentiment: Multiple analyst price‑target cuts and neutral/hold moves: Several firms (Citigroup, Jefferies, Cantor Fitzgerald, Mizuho, BMO and others) lowered targets and moved to neutral/hold — increasing selling pressure and signaling reduced near‑term expectations. Article Title
• Negative Sentiment: Shares reached a fresh near‑term low after guidance and analyst reactions, amplifying momentum selling and headline sensitivity. Article Title

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.