Paycom Software, Inc. $PAYC Shares Sold by Koss Olinger Consulting LLC

Koss Olinger Consulting LLC decreased its position in shares of Paycom Software, Inc. (NYSE:PAYC) by 53.7% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 4,396 shares of the software maker’s stock after selling 5,093 shares during the quarter. Koss Olinger Consulting LLC’s holdings in Paycom Software were worth $701,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Allianz Asset Management GmbH boosted its position in shares of Paycom Software by 10,106.6% during the 3rd quarter. Allianz Asset Management GmbH now owns 486,957 shares of the software maker’s stock valued at $101,355,000 after acquiring an additional 482,186 shares during the last quarter. Baader Bank Aktiengesellschaft boosted its position in shares of Paycom Software by 37.1% during the 3rd quarter. Baader Bank Aktiengesellschaft now owns 60,390 shares of the software maker’s stock valued at $12,570,000 after acquiring an additional 16,357 shares during the last quarter. Sienna Gestion acquired a new position in shares of Paycom Software during the 3rd quarter valued at about $4,515,000. Berkeley Inc boosted its position in shares of Paycom Software by 47.5% during the 4th quarter. Berkeley Inc now owns 40,794 shares of the software maker’s stock valued at $6,501,000 after acquiring an additional 13,140 shares during the last quarter. Finally, Willis Investment Counsel boosted its position in shares of Paycom Software by 122.2% during the 4th quarter. Willis Investment Counsel now owns 22,100 shares of the software maker’s stock valued at $3,522,000 after acquiring an additional 12,156 shares during the last quarter. Institutional investors and hedge funds own 87.77% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts have recently weighed in on the stock. BMO Capital Markets boosted their price target on shares of Paycom Software from $137.00 to $145.00 and gave the company a “market perform” rating in a research report on Thursday, May 7th. Mizuho boosted their price target on shares of Paycom Software from $120.00 to $130.00 and gave the company a “neutral” rating in a research report on Thursday, May 7th. UBS Group lowered their price target on shares of Paycom Software from $210.00 to $183.00 and set a “buy” rating on the stock in a research report on Tuesday, April 21st. Barclays lowered their price target on shares of Paycom Software from $150.00 to $148.00 and set an “equal weight” rating on the stock in a research report on Thursday, May 7th. Finally, Weiss Ratings reaffirmed a “sell (d+)” rating on shares of Paycom Software in a research report on Friday, May 1st. One investment analyst has rated the stock with a Strong Buy rating, five have given a Buy rating, seven have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average price target of $159.67.

Paycom Software Trading Up 2.0%

NYSE PAYC opened at $139.60 on Friday. The firm’s 50-day moving average is $128.05 and its two-hundred day moving average is $140.56. Paycom Software, Inc. has a 12 month low of $104.90 and a 12 month high of $267.76. The company has a debt-to-equity ratio of 0.83, a current ratio of 1.08 and a quick ratio of 1.08. The stock has a market capitalization of $6.65 billion, a P/E ratio of 16.14, a PEG ratio of 1.19 and a beta of 0.77.

Paycom Software (NYSE:PAYC) last posted its earnings results on Wednesday, May 6th. The software maker reported $3.15 EPS for the quarter, beating analysts’ consensus estimates of $2.99 by $0.16. Paycom Software had a net margin of 22.44% and a return on equity of 28.34%. The company had revenue of $571.80 million for the quarter, compared to analysts’ expectations of $564.37 million. During the same quarter in the prior year, the company posted $2.80 earnings per share. Paycom Software’s revenue for the quarter was up 7.8% compared to the same quarter last year. On average, sell-side analysts anticipate that Paycom Software, Inc. will post 9.16 earnings per share for the current year.

Paycom Software Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, June 8th. Shareholders of record on Tuesday, May 26th will be given 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 yield of 1.1%. Paycom Software’s dividend payout ratio is presently 17.34%.

Key Headlines Impacting Paycom Software

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

• Positive Sentiment: Zacks Research raised its earnings estimates across multiple periods for Paycom, including Q2 2026, Q3 2026, Q4 2026, FY2026, Q1 2027, Q2 2027, Q3 2027, Q4 2027, Q1 2028, FY2027 and FY2028, signaling improving outlook for the company. Paycom Software stock page
• Positive Sentiment: The analyst firm maintained a Strong-Buy rating, which may be supporting buying interest in the stock. Paycom Software stock page
• Positive Sentiment: Paycom’s estimates were lifted again for FY2027 and FY2028, suggesting analysts see sustained earnings growth over the next several years. Paycom Software stock page
• Neutral Sentiment: Recent market commentary noted that PAYC has also been trading with notable volatility and has at times underperformed peers despite recent gains, indicating sentiment is improving but not fully settled. MarketWatch article

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.