Paycom Software, Inc. $PAYC Shares Bought by ProShare Advisors LLC

ProShare Advisors LLC increased its holdings in Paycom Software, Inc. (NYSE:PAYC) by 55.3% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 14,150 shares of the software maker’s stock after buying an additional 5,041 shares during the period. ProShare Advisors LLC’s holdings in Paycom Software were worth $2,945,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. UMB Bank n.a. boosted its stake in Paycom Software by 7.6% in the third quarter. UMB Bank n.a. now owns 789 shares of the software maker’s stock valued at $164,000 after acquiring an additional 56 shares during the period. Applied Finance Capital Management LLC boosted its position in Paycom Software by 4.3% during the 2nd quarter. Applied Finance Capital Management LLC now owns 1,425 shares of the software maker’s stock valued at $330,000 after purchasing an additional 59 shares during the period. ORG Wealth Partners LLC grew its stake in Paycom Software by 4.4% during the 3rd quarter. ORG Wealth Partners LLC now owns 1,390 shares of the software maker’s stock worth $289,000 after buying an additional 59 shares during the last quarter. Wallace Advisory Group LLC increased its position in Paycom Software by 2.7% in the second quarter. Wallace Advisory Group LLC now owns 2,262 shares of the software maker’s stock worth $494,000 after buying an additional 60 shares during the period. Finally, Angeles Wealth Management LLC lifted its stake in Paycom Software by 5.0% in the second quarter. Angeles Wealth Management LLC now owns 1,382 shares of the software maker’s stock valued at $320,000 after buying an additional 66 shares during the last quarter. Institutional investors and hedge funds own 87.77% of the company’s stock.

Analyst Ratings Changes

A number of research firms recently weighed in on PAYC. Jefferies Financial Group dropped their price objective on shares of Paycom Software from $190.00 to $130.00 and set a “hold” rating on the stock in a report on Thursday. TD Cowen dropped their price target on shares of Paycom Software from $200.00 to $184.00 and set a “buy” rating on the stock in a research note on Thursday, January 8th. JPMorgan Chase & Co. cut their price target on Paycom Software from $235.00 to $220.00 and set a “neutral” rating on the stock in a report on Thursday, November 6th. UBS Group decreased their price objective on Paycom Software from $245.00 to $210.00 and set a “buy” rating for the company in a report on Monday, January 26th. Finally, Mizuho cut their target price on Paycom Software from $180.00 to $120.00 and set a “neutral” rating on the stock in a research note on Thursday. Five investment 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. According to MarketBeat, the stock presently has a consensus rating of “Hold” and an average target price of $168.57.

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

Paycom Software Price Performance

PAYC opened at $125.56 on Friday. The business has a 50 day moving average price of $150.22 and a two-hundred day moving average price of $183.72. The company has a market capitalization of $7.07 billion, a price-to-earnings ratio of 15.52, a price-to-earnings-growth ratio of 1.31 and a beta of 0.79. Paycom Software, Inc. has a 1-year low of $104.90 and a 1-year high of $267.76.

Paycom Software (NYSE:PAYC) last posted its quarterly earnings data on Wednesday, February 11th. The software maker reported $2.45 EPS for the quarter, topping analysts’ consensus estimates of $2.44 by $0.01. The company had revenue of $544.30 million for the quarter, compared to the consensus estimate of $542.79 million. Paycom Software had a return on equity of 24.25% and a net margin of 22.10%.The company’s quarterly revenue was up 10.2% compared to the same quarter last year. During the same quarter in the previous year, the business earned $2.32 EPS. Equities analysts expect that Paycom Software, Inc. will post 7.15 EPS for the current fiscal year.

Paycom Software Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Monday, March 23rd. Stockholders of record on Monday, March 9th will be given a dividend of $0.375 per share. The ex-dividend date of this dividend is Monday, March 9th. This represents a $1.50 dividend on an annualized basis and a dividend yield of 1.2%. Paycom Software’s payout ratio is 18.54%.

Insider Buying and Selling at Paycom Software

In other Paycom Software 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 sale, the chief financial officer owned 14,747 shares in the company, valued at approximately $2,398,747.02. The trade was a 8.10% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. 10.90% of the stock is owned by company insiders.

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.