Paycom Software Q2 EPS Estimate Lifted by Zacks Research

Paycom Software, Inc. (NYSE:PAYC) – Investment analysts at Zacks Research boosted their Q2 2026 EPS estimates for shares of Paycom Software in a research note issued to investors on Tuesday, May 26th. Zacks Research analyst Team now expects that the software maker will earn $1.82 per share for the quarter, up from their previous estimate of $1.75. Zacks Research has a “Strong-Buy” rating on the stock. The consensus estimate for Paycom Software’s current full-year earnings is $9.09 per share. Zacks Research also issued estimates for Paycom Software’s Q3 2026 earnings at $1.88 EPS, Q4 2026 earnings at $2.37 EPS, FY2026 earnings at $9.01 EPS, Q1 2027 earnings at $2.80 EPS, Q2 2027 earnings at $2.13 EPS, Q3 2027 earnings at $2.23 EPS, Q4 2027 earnings at $2.46 EPS, FY2027 earnings at $9.62 EPS, Q1 2028 earnings at $2.78 EPS and FY2028 earnings at $10.01 EPS.

Other equities research analysts have also issued research reports about the company. UBS Group cut their price target on Paycom Software from $210.00 to $183.00 and set a “buy” rating for the company in a research note on Tuesday, April 21st. Weiss Ratings reiterated a “sell (d+)” rating on shares of Paycom Software in a research note on Friday, May 1st. BTIG Research increased their price target on Paycom Software from $140.00 to $160.00 and gave the stock a “buy” rating in a research note on Thursday, May 7th. Jefferies Financial Group cut their price target on Paycom Software from $190.00 to $130.00 and set a “hold” rating for the company in a research note on Thursday, February 12th. Finally, BMO Capital Markets increased their price objective on shares of Paycom Software from $137.00 to $145.00 and gave the company a “market perform” rating in a report on Thursday, May 7th. One equities research 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 data from MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus price target of $159.67.

Paycom Software Trading Up 3.4%

Paycom Software stock opened at $136.82 on Friday. Paycom Software has a 12-month low of $104.90 and a 12-month high of $267.76. The company has a current ratio of 1.08, a quick ratio of 1.08 and a debt-to-equity ratio of 0.83. The firm has a market capitalization of $6.52 billion, a price-to-earnings ratio of 15.82, a P/E/G ratio of 1.16 and a beta of 0.77. The firm has a 50 day moving average of $127.75 and a 200 day moving average of $140.56.

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 the consensus estimate of $2.99 by $0.16. The company had revenue of $571.80 million during the quarter, compared to analyst estimates of $564.37 million. Paycom Software had a net margin of 22.44% and a return on equity of 28.34%. The firm’s quarterly revenue was up 7.8% compared to the same quarter last year. During the same period in the prior year, the firm posted $2.80 EPS.

Institutional Inflows and Outflows

Institutional investors have recently made changes to their positions in the business. True Wealth Design LLC lifted its holdings in shares of Paycom Software by 946.7% in the 4th quarter. True Wealth Design LLC now owns 157 shares of the software maker’s stock valued at $25,000 after acquiring an additional 142 shares during the last quarter. Brown Brothers Harriman & Co. lifted 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 valued at $25,000 after acquiring an additional 101 shares during the last quarter. Clearstead Advisors LLC lifted its holdings in shares of Paycom Software by 140.3% in the 4th quarter. Clearstead Advisors LLC now owns 161 shares of the software maker’s stock valued at $26,000 after acquiring an additional 94 shares during the last quarter. Caitlin John LLC bought a new position in shares of Paycom Software in the 3rd quarter valued at about $29,000. Finally, CYBER HORNET ETFs LLC bought a new stake in Paycom Software in the second quarter worth $29,000. Institutional investors own 87.77% of the company’s stock.

Paycom Software Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Monday, June 8th. Investors of record on Tuesday, May 26th will be issued a $0.375 dividend. 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 (DPR) is presently 17.34%.

Paycom Software News Roundup

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

• Positive Sentiment: Zacks Research raised Paycom’s earnings outlook across several periods, including FY2026 EPS to $9.01 from $8.29 and FY2028 EPS to $10.01 from $9.45, reinforcing a bullish view on future profitability.
• Positive Sentiment: The firm also increased near- and medium-term quarterly estimates, including Q2 2026, Q3 2026, Q4 2026, Q1 2027, Q2 2027, Q3 2027, and Q4 2027, which may help investor sentiment toward PAYC.
• Neutral Sentiment: MarketWatch noted that Paycom underperformed some peers on Thursday even though the shares still posted gains, suggesting the move may have been partly driven by broader market and sector factors rather than company-specific news alone. Article Title
• Neutral Sentiment: GuruFocus highlighted that PAYC has moved sharply below its estimated intrinsic value, which may interest value-focused investors but does not by itself change fundamentals. 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.