Key Takeaways The Zacks Consensus Estimate for PAYC's Q4 EPS is pegged at $2.44, up 5.2% Y/Y.PAYC's Q4 results may reflect gains from Beti, GONE, IWant and rising recurring revenues tied to AI adoption.Paycom's growth could be tempered by macro uncertainty, layoffs, and slower hiring, affecting payroll demand.Paycom Software, Inc. (PAYC) is set to report fourth-quarter 2025 results on Feb. 11, after market close.The Zacks Consensus Estimate for fourth-quarter earnings is pinned at $2.44 per share, indicatin ...

Company Overview - Paycom Software (PAYC) shares increased by 4.4% to $129.84 in the last trading session, following a period of 20.6% loss over the past four weeks, indicating a significant rebound in stock performance [1] - The company specializes in human-resources and payroll software, with a focus on AI-led products that enhance customer experience and operational efficiency [2] Financial Performance - Paycom is expected to report quarterly earnings of $2.44 per share, reflecting a year-over-year increase of 5.2%, with revenues projected at $542.71 million, a 9.9% rise from the previous year [3] - The consensus EPS estimate has been revised down by 0.9% over the last 30 days, which may indicate potential challenges in maintaining stock price appreciation [4] Market Position - Paycom's recent stock performance is contrasted with other companies in the same industry, such as Pinterest (PINS), which saw a 4.3% decline in its stock price and a 23.3% loss over the past month [4] - Both Paycom and Pinterest currently hold a Zacks Rank of 3 (Hold), suggesting a neutral outlook in the market [4][5]

Paycom Software delivers cloud-based HR and payroll solutions to small and mid-sized U.S. businesses through a unified SaaS platform.Sather Financial Group Inc increased its stake in Paycom Software,(PAYC 2.93%) according to a January 26, 2026, SEC filing.What happenedSather Financial Group Inc disclosed in a Securities and Exchange Commission (SEC) filing dated January 26, 2026, that it bought an additional 18,035 shares of Paycom Software during the fourth quarter. The estimated value of these purchases w ...

Core Viewpoint - Paycom Software, Inc. has announced the return of Jeff York as chief sales officer, effective January 23, 2026, replacing Amy Walker who is moving to a consulting role [1] Company Leadership Changes - Jeff York previously served as CSO at Paycom from 2007 to 2021 and has been working as Paycom's Leadership Strategist since then [1] - Amy Walker is transitioning from her role as CSO to a consulting position within the company [1]

Core Insights - The article discusses the long-term investment performance of Paycom Software (PAYC), highlighting that the initial investment made in 2019 remains in the red after over six years, indicating underperformance compared to the broader stock market [1]. Company Analysis - Paycom Software has been a focus for long-term dividend growth investing, with a thorough analysis conducted before making investment decisions [1]. - The author emphasizes the importance of sharing insights and experiences with other investors, suggesting that discussions can lead to better investment decisions [1]. Investor Perspective - The author identifies as a private investor with over 15 years of experience, indicating a strong background in investment analysis and decision-making [1]. - The article aims to inform other investors about lesser-known details and facts regarding Paycom Software, fostering a community of informed investors [1].

Core Viewpoint - Paycom Software Inc. (NYSE:PAYC) is currently priced at $149.84, reflecting a 1.60% increase in the current market session, but has seen a decline of 6.58% over the past month and 26.99% over the past year, raising questions about its valuation despite current performance [1]. Group 1: P/E Ratio Analysis - The P/E ratio is a critical metric that compares the current share price to the company's earnings per share (EPS), helping long-term investors assess performance against historical data and industry benchmarks [3]. - Paycom Software Inc. has a P/E ratio of 18.32, which is lower than the aggregate P/E ratio of 29.3 in the Professional Services industry, suggesting that the stock may be undervalued or that investors expect it to perform worse than its peers [4]. - A lower P/E ratio can indicate undervaluation but may also reflect a lack of expected future growth from shareholders, highlighting the need for a comprehensive analysis beyond just the P/E ratio [7][8].

Group 1 - Paychex, Inc. is recognized for providing human capital management solutions, including payroll processing, HR administration, and workforce management, primarily targeting small to mid-sized businesses [2] - The company reported a modest top and bottom-line beat in its latest earnings, with management raising the midpoint of the full-year earnings forecast for the second consecutive quarter [2] - Market sentiment around Paychex has been mixed, with some analysts expressing concerns about its performance in the last quarter, while others view it as stable [1][2] Group 2 - The potential of Paychex as an investment is acknowledged, but there are opinions suggesting that certain AI stocks may offer greater upside potential and carry less downside risk [3]

Core Insights - The article discusses the importance of understanding the limitations of financial predictions and the inherent uncertainties involved in market analysis [2][3] Group 1 - Financial analysts provide median estimates for predictions and projections, which are subject to uncertainty [2] - The accuracy of price targets mentioned in the article is not guaranteed and should not be used as investment advice [2] - The past performance of investments does not guarantee future results, highlighting the unpredictable nature of the market [3]

Core Insights - Paycom Software, Inc. has announced a multiyear partnership with NBA champion Jalen (JDub) Williams to promote its AI engine, IWant [1][2] - The campaign titled "Answers" will feature commercials across various platforms, debuting during nationally televised NBA games on Christmas Day [2][5] - Williams' positive energy and approachable personality are highlighted as key attributes that make him an ideal ambassador for Paycom [3] Campaign Details - The "Answers" campaign will be visible on TV, digital, social, and print platforms, showcasing Williams interacting with the IWant AI engine while performing everyday tasks [2][5] - This campaign follows a previous collaboration with actor James Marsden, who starred in the "Know It All" commercial, emphasizing the ease of using Paycom's technology [4] Company Overview - Paycom Software, Inc. specializes in cloud-based human capital management software, focusing on automated HR and payroll technology [7] - The company leverages AI and full-solution automation to streamline processes, providing a seamless experience for clients and their employees [7] - Paycom has been recognized for its innovative technology and workplace culture for over 25 years, serving businesses of all sizes in the U.S. and internationally [7]

Core Points - Caleb Downs from Ohio State University has been awarded the 2025 Paycom Jim Thorpe Award, recognizing him as the top defensive back in college football based on performance, athletic ability, and character [1] Group 1 - The award was announced during The Home Depot College Football Awards on ESPN [1] - The Paycom Jim Thorpe Award is presented by the Oklahoma Sports Hall of Fame and the Jim Thorpe Association [1]