Rep. Gilbert Ray Cisneros, Jr. Acquires Paycom Software, Inc. (NYSE:PAYC) Shares

Representative Gilbert Ray Cisneros, Jr. (Democratic-California) recently bought shares of Paycom Software, Inc. (NYSE:PAYC). In a filing disclosed on April 07th, the Representative disclosed that they had bought between $1,001 and $15,000 in Paycom Software stock on March 13th. The trade occurred in the Representative’s “150 MAIN STREET TRUST > BANK OF AMERICA” account.

Representative Gilbert Ray Cisneros, Jr. also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of MACOM Technology Solutions (NASDAQ:MTSI) on 3/27/2026.
• Purchased $1,001 – $15,000 in shares of StandardAero (NYSE:SARO) on 3/27/2026.
• Purchased $1,001 – $15,000 in shares of FirstService (NASDAQ:FSV) on 3/27/2026.
• Sold $1,001 – $15,000 in shares of Charles Schwab (NYSE:SCHW) on 3/27/2026.
• Sold $1,001 – $15,000 in shares of Advanced Energy Industries (NASDAQ:AEIS) on 3/27/2026.
• Sold $1,001 – $15,000 in shares of Flex (NASDAQ:FLEX) on 3/27/2026.
• Purchased $1,001 – $15,000 in shares of LPL Financial (NASDAQ:LPLA) on 3/27/2026.
• Purchased $1,001 – $15,000 in shares of DoorDash (NASDAQ:DASH) on 3/27/2026.
• Sold $1,001 – $15,000 in shares of Viavi Solutions (NASDAQ:VIAV) on 3/27/2026.
• Purchased $15,001 – $50,000 in shares of Fabrinet (NYSE:FN) on 3/27/2026.

Paycom Software Trading Down 2.6%

Shares of NYSE:PAYC opened at $114.82 on Friday. The firm has a 50 day moving average of $125.28 and a 200-day moving average of $157.09. Paycom Software, Inc. has a 12 month low of $104.90 and a 12 month high of $267.76. The stock has a market capitalization of $5.47 billion, a PE ratio of 14.19, a PEG ratio of 1.24 and a beta of 0.79.

Paycom Software (NYSE:PAYC) last posted its quarterly earnings results on Wednesday, February 11th. The software maker reported $2.45 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.44 by $0.01. The business had revenue of $544.30 million for the quarter, compared to analyst estimates of $542.79 million. Paycom Software had a net margin of 22.10% and a return on equity of 24.25%. During the same quarter last year, the business posted $2.32 EPS. The firm’s revenue for the quarter was up 10.2% on a year-over-year basis. On average, research analysts predict that Paycom Software, Inc. will post 7.15 EPS for the current fiscal year.

Paycom Software Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Monday, March 23rd. Shareholders of record on Monday, March 9th were issued a $0.375 dividend. This represents a $1.50 annualized dividend and a yield of 1.3%. The ex-dividend date of this dividend was Monday, March 9th. Paycom Software’s dividend payout ratio (DPR) is currently 18.54%.

Institutional Inflows and Outflows

Several institutional investors have recently modified their holdings of PAYC. Reinhart Partners LLC. boosted its holdings in shares of Paycom Software by 887.4% during the 4th quarter. Reinhart Partners LLC. now owns 598,323 shares of the software maker’s stock valued at $95,351,000 after acquiring an additional 537,726 shares in the last quarter. Allianz Asset Management GmbH increased its holdings in Paycom Software by 10,106.6% in the 3rd quarter. Allianz Asset Management GmbH now owns 486,957 shares of the software maker’s stock worth $101,355,000 after purchasing an additional 482,186 shares in the last quarter. Contour Asset Management LLC bought a new position in Paycom Software in the fourth quarter valued at about $60,333,000. Two Sigma Investments LP raised its position in Paycom Software by 228.7% in the third quarter. Two Sigma Investments LP now owns 532,124 shares of the software maker’s stock valued at $110,756,000 after purchasing an additional 370,219 shares during the last quarter. Finally, Invesco Ltd. boosted its stake in shares of Paycom Software by 28.2% during the fourth quarter. Invesco Ltd. now owns 1,559,682 shares of the software maker’s stock valued at $248,551,000 after purchasing an additional 343,494 shares in the last quarter. 87.77% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of equities research analysts have weighed in on PAYC shares. Guggenheim reduced their target price on Paycom Software from $210.00 to $180.00 and set a “buy” rating on the stock in a report on Thursday, February 12th. Barclays boosted their price target on Paycom Software from $140.00 to $150.00 and gave the stock an “equal weight” rating in a report on Friday, March 6th. Mizuho reduced their price objective on Paycom Software from $180.00 to $120.00 and set a “neutral” rating on the stock in a research note on Thursday, February 12th. UBS Group decreased their target price on Paycom Software from $245.00 to $210.00 and set a “buy” rating on the stock in a research report on Monday, January 26th. Finally, TD Cowen lowered their target price on Paycom Software from $200.00 to $184.00 and set a “buy” rating for the company in a research note on Thursday, January 8th. Five analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, Paycom Software currently has a consensus rating of “Hold” and a consensus target price of $170.71.

About Representative Cisneros

Gil Cisneros (Democratic Party) is a member of the U.S. House, representing California’s 31st Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027.

Cisneros (Democratic Party) is running for re-election to the U.S. House to represent California’s 31st Congressional District. He declared candidacy for the 2026 election.

Gil Cisneros served in the U.S. Navy as a supply officer from 1994 to 2004. Cisneros earned a bachelor’s degree in political science from George Washington University in 1994, a master’s in business administration from Regis University in 2002, and a master’s degree in urban education policy from Brown University in 2015. His career experience includes working as a logistics manager for Frito-Lay. In 2010, Cisneros won the lottery and became involved in activism and philanthropy, founding a scholarship program for local high school students. In 2021, President Joe Biden (D) appointed Cisneros as under secretary of defense for personnel and readiness.

Paycom Software Company 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.