Barclays Cuts Paycom Software (NYSE:PAYC) Price Target to $140.00

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

A number of other brokerages have also commented on PAYC. UBS Group lowered their price target on Paycom Software from $245.00 to $210.00 and set a “buy” rating on the stock in a report on Monday, January 26th. Weiss Ratings cut Paycom Software from a “hold (c-)” rating to a “sell (d+)” rating in a report on Tuesday, February 3rd. Jefferies Financial Group reduced their price objective on shares of Paycom Software from $225.00 to $190.00 and set a “hold” rating for the company in a research note on Thursday, November 6th. Mizuho decreased their target price on Paycom Software from $180.00 to $120.00 and set a “neutral” rating for the company in a research report on Thursday. Finally, Citigroup decreased their price target 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. Five 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. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average price target of $168.57.

Paycom Software Trading Up 4.8%

NYSE:PAYC opened at $125.56 on Thursday. The firm has a market capitalization of $7.07 billion, a PE ratio of 15.52, a price-to-earnings-growth ratio of 1.31 and a beta of 0.79. The stock has a 50 day moving average of $150.22 and a 200-day moving average of $183.72. Paycom Software has a 52 week low of $104.90 and a 52 week 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, beating analysts’ consensus estimates of $2.44 by $0.01. The company had revenue of $544.30 million for the quarter, compared to analysts’ expectations of $542.79 million. Paycom Software had a return on equity of 24.25% and a net margin of 22.10%.The firm’s quarterly revenue was up 10.2% compared to the same quarter last year. During the same period last year, the business posted $2.32 earnings per share. As a group, analysts predict that Paycom Software will post 7.15 EPS for the current fiscal year.

Paycom Software Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Monday, March 23rd. Investors of record on Monday, March 9th will be paid a $0.375 dividend. The ex-dividend date is Monday, March 9th. This represents a $1.50 dividend on an annualized basis and a yield of 1.2%. Paycom Software’s dividend payout ratio (DPR) is presently 18.54%.

Insider Activity

In related news, CFO Robert D. Foster sold 1,300 shares of the business’s stock in a transaction dated Wednesday, December 10th. The stock was 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 owned 14,747 shares of the company’s stock, valued at approximately $2,398,747.02. The trade was a 8.10% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Corporate insiders own 10.90% of the company’s stock.

Hedge Funds Weigh In On Paycom Software

Several large investors have recently bought and sold shares of PAYC. True Wealth Design LLC increased 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 worth $25,000 after purchasing an additional 142 shares during the period. Brown Brothers Harriman & Co. raised its holdings in shares of Paycom Software by 190.6% in the 4th quarter. Brown Brothers Harriman & Co. now owns 154 shares of the software maker’s stock worth $25,000 after buying an additional 101 shares in the last quarter. Clearstead Advisors LLC raised its stake in Paycom Software by 140.3% during the fourth quarter. Clearstead Advisors LLC now owns 161 shares of the software maker’s stock worth $26,000 after acquiring an additional 94 shares in the last quarter. Caitlin John LLC bought a new position in Paycom Software during the 3rd quarter valued at about $29,000. Finally, CYBER HORNET ETFs LLC bought a new position in shares of Paycom Software in the second quarter valued at approximately $29,000. 87.77% of the stock is currently owned by institutional investors and hedge funds.

Key Paycom Software News

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

Paycom Software Company Profile

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.