Paycom Software, Inc. $PAYC Stake Raised by ProShare Advisors LLC

ProShare Advisors LLC grew its holdings in Paycom Software, Inc. (NYSE:PAYC) by 55.3% during the third quarter, Holdings Channel.com reports. The firm owned 14,150 shares of the software maker’s stock after buying an additional 5,041 shares during the period. ProShare Advisors LLC’s holdings in Paycom Software were worth $2,945,000 as of its most recent SEC filing.

Several other institutional investors have also made changes to their positions in PAYC. UMB Bank n.a. increased its stake in Paycom Software by 7.6% in the 3rd quarter. UMB Bank n.a. now owns 789 shares of the software maker’s stock valued at $164,000 after buying an additional 56 shares during the period. Applied Finance Capital Management LLC grew its holdings in shares of Paycom Software by 4.3% during the 2nd quarter. Applied Finance Capital Management LLC now owns 1,425 shares of the software maker’s stock valued at $330,000 after acquiring an additional 59 shares in the last quarter. ORG Wealth Partners LLC increased its stake in shares of Paycom Software by 4.4% in the third quarter. ORG Wealth Partners LLC now owns 1,390 shares of the software maker’s stock worth $289,000 after acquiring an additional 59 shares during the last quarter. Wallace Advisory Group LLC raised its holdings in shares of Paycom Software by 2.7% during the second quarter. Wallace Advisory Group LLC now owns 2,262 shares of the software maker’s stock worth $494,000 after acquiring an additional 60 shares in the last quarter. Finally, Angeles Wealth Management LLC boosted its position in Paycom Software by 5.0% during the second quarter. Angeles Wealth Management LLC now owns 1,382 shares of the software maker’s stock valued at $320,000 after purchasing an additional 66 shares during the last quarter. 87.77% of the stock is currently owned by institutional investors and hedge funds.

More Paycom Software News

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

• Positive Sentiment: Q4 results topped estimates: PAYC reported $2.45 EPS and revenue up ~10% y/y, beating consensus and showing margin expansion — supportive near‑term fundamentals. Article Title
• Positive Sentiment: Independent study highlights product ROI: A Forrester‑commissioned study found Paycom’s IWant AI delivers significant three‑year ROI for clients — a credibility boost for growth/product story. Article Title
• Positive Sentiment: Some analysts remain bullish: Guggenheim, KeyCorp and BTIG maintained buy/overweight views (despite trimming targets), signaling pockets of conviction that upside remains for longer‑term investors. Article Title
• Neutral Sentiment: Market commentary and idea pieces: Several outlets (Zacks, Seeking Alpha, Barchart) frame PAYC as a potential value/recovery play after the selloff — useful for investors assessing risk/reward but not immediate catalysts. Article Title
• Negative Sentiment: Weak 2026 revenue guidance spooked investors: Paycom’s FY‑2026 revenue outlook was perceived as conservative/short of consensus, which triggered the initial selloff and remains the primary negative catalyst. Article Title
• Negative Sentiment: Multiple analyst price‑target cuts and neutral/hold moves: Several firms (Citigroup, Jefferies, Cantor Fitzgerald, Mizuho, BMO and others) lowered targets and moved to neutral/hold — increasing selling pressure and signaling reduced near‑term expectations. Article Title
• Negative Sentiment: Shares reached a fresh near‑term low after guidance and analyst reactions, amplifying momentum selling and headline sensitivity. Article Title

Paycom Software Stock Performance

Paycom Software stock opened at $125.56 on Friday. Paycom Software, Inc. has a 52 week low of $104.90 and a 52 week high of $267.76. The firm has a market capitalization of $7.07 billion, a PE ratio of 15.52, a PEG ratio of 1.31 and a beta of 0.79. The business’s 50-day simple moving average is $150.22 and its 200-day simple moving average is $183.72.

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

Paycom Software Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, March 23rd. Shareholders of record on Monday, March 9th will be given a $0.375 dividend. This represents a $1.50 annualized dividend and a yield of 1.2%. The ex-dividend date is Monday, March 9th. Paycom Software’s dividend payout ratio (DPR) is currently 18.54%.

Insider Activity

In other news, CFO Robert D. Foster sold 1,300 shares of the company’s stock in a transaction dated Wednesday, December 10th. The shares were sold at an average price of $162.66, for a total transaction of $211,458.00. Following the completion of the transaction, the chief financial officer owned 14,747 shares of the company’s stock, valued at approximately $2,398,747.02. This represents a 8.10% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders own 10.90% of the company’s stock.

Analysts Set New Price Targets

A number of equities research analysts have recently weighed in on the company. Weiss Ratings downgraded Paycom Software from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Tuesday, February 3rd. Barclays cut their price objective on shares of Paycom Software from $185.00 to $140.00 and set an “equal weight” rating on the stock in a research report on Thursday. BTIG Research dropped 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. UBS Group reduced their price objective on shares of Paycom Software from $245.00 to $210.00 and set a “buy” rating for the company in a research note on Monday, January 26th. Finally, Jefferies Financial Group lowered their target price on shares of Paycom Software from $190.00 to $130.00 and set a “hold” rating on the stock in a research report on Thursday. Five analysts have rated the stock with a Buy rating, ten have issued a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Hold” and an average target price of $168.57.

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.