Barclays Lowers Paycom Software (NYSE:PAYC) Price Target to $140.00

Paycom Software (NYSE:PAYC) had its price target dropped by research analysts at Barclays from $185.00 to $140.00 in a research note issued on Thursday,Benzinga reports. The brokerage currently has an “equal weight” rating on the software maker’s stock. Barclays‘s price target points to a potential upside of 21.60% from the company’s previous close.

PAYC has been the topic of a number of other research reports. UBS Group decreased their price target on shares of Paycom Software from $245.00 to $210.00 and set a “buy” rating on the stock in a report on Monday, January 26th. Mizuho dropped their price target on Paycom Software from $180.00 to $120.00 and set a “neutral” rating for the company in a research note on Thursday. TD Cowen reduced their price objective on Paycom Software from $200.00 to $184.00 and set a “buy” rating on the stock in a research report on Thursday, January 8th. Zacks Research downgraded Paycom Software from a “hold” rating to a “strong sell” rating in a research report on Tuesday, January 20th. Finally, BTIG Research decreased their price target on shares of Paycom Software from $195.00 to $140.00 and set a “buy” rating on the stock in a research note on Thursday. Five research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat, the company has an average rating of “Hold” and a consensus target price of $183.36.

Paycom Software Trading Down 3.0%

Shares of PAYC traded down $3.58 during mid-day trading on Thursday, reaching $115.13. 1,734,563 shares of the stock traded hands, compared to its average volume of 1,222,898. The company has a market cap of $6.48 billion, a price-to-earnings ratio of 14.35, a price-to-earnings-growth ratio of 1.31 and a beta of 0.79. Paycom Software has a 1 year low of $104.90 and a 1 year high of $267.76. The firm has a fifty day moving average price of $151.96 and a 200 day moving average price of $185.32.

Paycom Software (NYSE:PAYC) last posted its quarterly earnings data on Wednesday, February 11th. The software maker reported $2.45 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.44 by $0.01. The company had revenue of $517.10 million during the quarter, compared to analyst estimates of $542.79 million. Paycom Software had a return on equity of 24.79% and a net margin of 22.65%.The firm’s quarterly revenue was up 10.2% on a year-over-year basis. During the same quarter last year, the company earned $2.32 earnings per share. On average, sell-side analysts anticipate that Paycom Software will post 7.15 EPS for the current year.

Insider Activity at Paycom Software

In related news, CFO Robert D. Foster sold 1,300 shares of the stock in a transaction dated Wednesday, December 10th. The shares were sold at an average price of $162.66, for a total value of $211,458.00. Following the completion of the transaction, the chief financial officer directly owned 14,747 shares in the company, valued at $2,398,747.02. This trade represents a 8.10% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Company insiders own 10.90% of the company’s stock.

Hedge Funds Weigh In On Paycom Software

A number of institutional investors and hedge funds have recently made changes to their positions in PAYC. True Wealth Design LLC boosted its position 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 worth $25,000 after purchasing an additional 142 shares in the last quarter. Brown Brothers Harriman & Co. boosted its holdings in Paycom Software by 190.6% in the fourth quarter. Brown Brothers Harriman & Co. now owns 154 shares of the software maker’s stock worth $25,000 after acquiring an additional 101 shares in the last quarter. Clearstead Advisors LLC grew its stake in shares of Paycom Software by 140.3% in the fourth quarter. Clearstead Advisors LLC now owns 161 shares of the software maker’s stock worth $26,000 after acquiring an additional 94 shares during the last quarter. Caitlin John LLC bought a new position in shares of Paycom Software during the third quarter valued at $29,000. Finally, CYBER HORNET ETFs LLC purchased a new position in shares of Paycom Software in the 2nd quarter worth about $29,000. Institutional investors own 87.77% of the company’s stock.

Trending Headlines about Paycom Software

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

• Positive Sentiment: Q4 EPS narrowly beat consensus — Paycom reported $2.45 EPS vs. a $2.44 consensus and showed year?over?year EPS growth, which limits the downside from the print. Zacks: Q4 Earnings and Revenues Beat
• Positive Sentiment: Board declared a regular quarterly cash dividend (0.375 per share), which supports shareholder income and may attract income?oriented holders. Globe and Mail: Dividend Announcement
• Positive Sentiment: Some brokers remain constructive — BTIG reiterated a buy rating with a $140 target (still implying material upside from current levels), signaling at least some investor support. Benzinga
• Neutral Sentiment: Full Q4 earnings call transcript and company release are available for detail review; investors can use these to parse management commentary on bookings, churn and margin trends. Seeking Alpha: Q4 Earnings Call Transcript
• Neutral Sentiment: Official press release with full results and supplemental materials posted by the company for investor review. BusinessWire: Q4 Results
• Negative Sentiment: Revenue missed estimates — Q4 revenue was $517.1M vs. consensus near $542.8M, raising questions about demand momentum. Paycom Q4 Press Release
• Negative Sentiment: FY?2026 revenue guidance was viewed as weak/underwhelming (management cited roughly $2.2B range), which fell short of some sell?side expectations and triggered the selloff. Reuters: Forecasts Weak 2026 Revenue
• Negative Sentiment: Several analysts cut targets and/or trimmed estimates after the print (Mizuho to $120/neutral; BMO to $137/market perform; broader note on analysts lowering forecasts), increasing selling pressure. Benzinga: Analysts Lower Forecasts
• Negative Sentiment: Stock hit a 52?week low amid the guidance and target cuts, reflecting deteriorating near?term sentiment and prompting technical selling. Investing.com: 52?Week Low

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.