Q1 Earnings Estimate for Paycom Software Issued By KeyCorp

Paycom Software, Inc. (NYSE:PAYC) – Analysts at KeyCorp issued their Q1 2025 EPS estimates for shares of Paycom Software in a research report issued on Sunday, March 9th. KeyCorp analyst J. Celino expects that the software maker will post earnings of $2.09 per share for the quarter. KeyCorp currently has a “Overweight” rating and a $245.00 target price on the stock. The consensus estimate for Paycom Software’s current full-year earnings is $7.15 per share. KeyCorp also issued estimates for Paycom Software’s Q2 2025 earnings at $1.23 EPS, Q3 2025 earnings at $1.35 EPS, Q4 2025 earnings at $1.93 EPS, FY2025 earnings at $6.60 EPS, Q1 2026 earnings at $2.37 EPS, Q2 2026 earnings at $1.41 EPS, Q3 2026 earnings at $1.54 EPS, Q4 2026 earnings at $2.18 EPS and FY2026 earnings at $7.51 EPS.

Paycom Software (NYSE:PAYC) last announced its quarterly earnings data on Wednesday, February 12th. The software maker reported $2.02 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.99 by $0.03. Paycom Software had a net margin of 26.66% and a return on equity of 33.53%.

PAYC has been the topic of a number of other reports. Citigroup lowered their price target on shares of Paycom Software from $234.00 to $221.00 and set a “neutral” rating on the stock in a research note on Thursday, January 16th. StockNews.com cut shares of Paycom Software from a “buy” rating to a “hold” rating in a research note on Tuesday, March 4th. Stifel Nicolaus lowered their price target on shares of Paycom Software from $215.00 to $187.00 and set a “hold” rating on the stock in a research note on Thursday, February 13th. Mizuho upped their price target on shares of Paycom Software from $190.00 to $210.00 and gave the stock a “neutral” rating in a research note on Friday, December 13th. Finally, Needham & Company LLC reaffirmed a “hold” rating on shares of Paycom Software in a research note on Thursday, February 13th. Twelve research analysts have rated the stock with a hold rating and one has issued a buy rating to the company’s stock. Based on data from MarketBeat, Paycom Software presently has an average rating of “Hold” and an average target price of $212.80.

Paycom Software Stock Performance

Shares of PAYC opened at $202.83 on Wednesday. The stock has a market capitalization of $11.61 billion, a P/E ratio of 22.79, a P/E/G ratio of 2.40 and a beta of 1.14. The company’s fifty day moving average is $208.95 and its two-hundred day moving average is $198.97. Paycom Software has a 1 year low of $139.50 and a 1 year high of $242.74.

Paycom Software Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, March 24th. Investors of record on Monday, March 10th will be given a $0.375 dividend. The ex-dividend date is Monday, March 10th. This represents a $1.50 annualized dividend and a dividend yield of 0.74%. Paycom Software’s dividend payout ratio is presently 16.85%.

Insider Buying and Selling

In other Paycom Software news, Director J C. Watts, Jr. sold 500 shares of the company’s stock in a transaction dated Monday, February 24th. The shares were sold at an average price of $218.22, for a total value of $109,110.00. Following the transaction, the director now directly owns 7,730 shares in the company, valued at approximately $1,686,840.60. This represents a 6.08 % decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, COO Randall Peck sold 3,600 shares of the company’s stock in a transaction dated Friday, February 21st. The shares were sold at an average price of $212.19, for a total transaction of $763,884.00. Following the completion of the transaction, the chief operating officer now owns 50,665 shares in the company, valued at approximately $10,750,606.35. This trade represents a 6.63 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders own 14.50% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently added to or reduced their stakes in PAYC. Sylebra Capital LLC lifted its holdings in shares of Paycom Software by 63.8% during the 4th quarter. Sylebra Capital LLC now owns 3,215,085 shares of the software maker’s stock worth $658,996,000 after acquiring an additional 1,252,617 shares during the period. FMR LLC lifted its holdings in shares of Paycom Software by 137.8% during the 4th quarter. FMR LLC now owns 2,396,452 shares of the software maker’s stock worth $491,201,000 after acquiring an additional 1,388,533 shares during the period. Geode Capital Management LLC lifted its holdings in shares of Paycom Software by 6.3% during the 4th quarter. Geode Capital Management LLC now owns 1,516,768 shares of the software maker’s stock worth $310,245,000 after acquiring an additional 89,848 shares during the period. Northern Trust Corp lifted its holdings in shares of Paycom Software by 10.9% during the 4th quarter. Northern Trust Corp now owns 724,016 shares of the software maker’s stock worth $148,402,000 after acquiring an additional 70,897 shares during the period. Finally, BNP PARIBAS ASSET MANAGEMENT Holding S.A. lifted its holdings in shares of Paycom Software by 1.0% during the 3rd quarter. BNP PARIBAS ASSET MANAGEMENT Holding S.A. now owns 627,510 shares of the software maker’s stock worth $104,524,000 after acquiring an additional 6,488 shares during the period. 87.77% of the stock is currently owned by hedge funds and other institutional investors.

Paycom Software Company Profile

Paycom Software, Inc provides cloud-based human capital management (HCM) solution delivered as software-as-a-service for small to mid-sized companies in the United States. It offers functionality and data analytics that businesses need to manage the employment life cycle from recruitment to retirement.