Koss Olinger Consulting LLC Cuts Stock Holdings in Paycom Software, Inc. $PAYC

Koss Olinger Consulting LLC trimmed its position in shares of Paycom Software, Inc. (NYSE:PAYC) by 53.7% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,396 shares of the software maker’s stock after selling 5,093 shares during the quarter. Koss Olinger Consulting LLC’s holdings in Paycom Software were worth $701,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. True Wealth Design LLC increased its holdings in Paycom Software by 946.7% in the 4th quarter. True Wealth Design LLC now owns 157 shares of the software maker’s stock worth $25,000 after acquiring an additional 142 shares in the last quarter. Clearstead Advisors LLC increased its holdings in Paycom Software by 140.3% in the 4th 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 purchased a new stake in Paycom Software in the 3rd quarter worth $29,000. CYBER HORNET ETFs LLC purchased a new stake in Paycom Software in the 2nd quarter worth $29,000. Finally, MUFG Securities EMEA plc purchased a new stake in Paycom Software in the 2nd quarter worth $33,000. Hedge funds and other institutional investors own 87.77% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts recently commented on the stock. BMO Capital Markets boosted their price target on shares of Paycom Software from $137.00 to $145.00 and gave the stock a “market perform” rating in a report on Thursday, May 7th. Weiss Ratings reissued a “sell (d+)” rating on shares of Paycom Software in a report on Friday, May 1st. Zacks Research raised shares of Paycom Software from a “hold” rating to a “strong-buy” rating in a report on Monday, May 18th. Citigroup boosted their price target on shares of Paycom Software from $120.00 to $136.00 and gave the stock a “neutral” rating in a report on Thursday, May 7th. Finally, KeyCorp cut their price target on shares of Paycom Software from $250.00 to $195.00 and set an “overweight” rating for the company in a report on Thursday, February 12th. One investment analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating, seven have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Hold” and a consensus price target of $159.67.

More Paycom Software News

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

• Positive Sentiment: Zacks Research raised its earnings estimates across multiple periods for Paycom, including Q2 2026, Q3 2026, Q4 2026, FY2026, Q1 2027, Q2 2027, Q3 2027, Q4 2027, Q1 2028, FY2027 and FY2028, signaling improving outlook for the company. Paycom Software stock page
• Positive Sentiment: The analyst firm maintained a Strong-Buy rating, which may be supporting buying interest in the stock. Paycom Software stock page
• Positive Sentiment: Paycom’s estimates were lifted again for FY2027 and FY2028, suggesting analysts see sustained earnings growth over the next several years. Paycom Software stock page
• Neutral Sentiment: Recent market commentary noted that PAYC has also been trading with notable volatility and has at times underperformed peers despite recent gains, indicating sentiment is improving but not fully settled. MarketWatch article

Paycom Software Price Performance

Paycom Software stock opened at $139.60 on Friday. Paycom Software, Inc. has a 52-week low of $104.90 and a 52-week high of $267.76. The firm has a market capitalization of $6.65 billion, a price-to-earnings ratio of 16.14, a PEG ratio of 1.19 and a beta of 0.77. The company has a fifty day simple moving average of $128.05 and a 200-day simple moving average of $140.56. The company has a quick ratio of 1.08, a current ratio of 1.08 and a debt-to-equity ratio of 0.83.

Paycom Software (NYSE:PAYC) last released its earnings results on Wednesday, May 6th. The software maker reported $3.15 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.99 by $0.16. Paycom Software had a net margin of 22.44% and a return on equity of 28.34%. The business had revenue of $571.80 million during the quarter, compared to analyst estimates of $564.37 million. During the same quarter in the prior year, the firm earned $2.80 earnings per share. The company’s revenue for the quarter was up 7.8% compared to the same quarter last year. On average, equities analysts anticipate that Paycom Software, Inc. will post 9.16 EPS for the current fiscal year.

Paycom Software Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Monday, June 8th. Stockholders of record on Tuesday, May 26th will be issued a dividend of $0.375 per share. The ex-dividend date of this dividend is Tuesday, May 26th. This represents a $1.50 dividend on an annualized basis and a dividend yield of 1.1%. Paycom Software’s dividend payout ratio is presently 17.34%.

Paycom Software 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.