PAYC

OKLAHOMA CITY, July 15, 2026--(BUSINESS WIRE)--Paycom Software, Inc. ("Paycom") (NYSE: PAYC), a leading provider of comprehensive, cloud-based human capital management software, will release its results for the second quarter ended Jun. 30, 2026, after the market closes on Aug. 5. Paycom will also hold a conference call to discuss results at 5 p.m. (Eastern) that day. The conference call will also be webcast at investors.paycom.com. An archived version will be available at the website following the call. About Paycom Paycom Software, Inc. (NYSE: PAYC) is a cloud-based human capital management software provider that allows organizations of all sizes across the U.S. and internationally to set numerous HR and payroll tasks to "automatic" through employee-first technology. Built on a truly single database, Paycom’s full-solution automation manages the entire employment life cycle, helping organizations streamline processes and improve data accuracy. With its industry-first AI engine, IWant™, Paycom provides instant access to accurate employee data without requiring users to navigate or learn the software. For over 25 years, Paycom has been repeatedly recognized by third‑party reviewers as a leading payroll and HCM solution. View source version on businesswire.com: https://www.businesswire.com/news/home/20260715104149/en/ Contacts Investor Relations: James [email protected] Paycom Software, Inc.

Booking Holdings, Alphabet, and six other companies have underperformed their sectors despite improving earnings expectations, setting up potential upside during second-quarter earnings season.

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Paycom Software (NYSE:PAYC) reported strong first quarter results, adding fresh detail on its recent operating performance. The company also authorized a new US$2b share buyback program, expanding its capital return plans. Both updates were announced together, giving investors new information on earnings and capital allocation. Paycom Software focuses on cloud based human capital management solutions, serving employers that want payroll and HR functions on a single platform. The stock is sometimes used as a way to gain exposure to software spending on HR and payroll systems, an area shaped by regulatory complexity and workplace digitization. For readers tracking software providers that sell into corporate back offices, fresh earnings results can help frame how demand for these tools is holding up. The new US$2b buyback authorization indicates that management is actively using excess capital to repurchase shares, which can change the mix between reinvestment, balance sheet strength and returns to shareholders. Investors may watch how quickly Paycom Software uses this authorization, alongside any future commentary on product investment and potential acquisitions, to understand how capital priorities evolve over time. Stay updated on the most important news stories for Paycom Software by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Paycom Software. Is Paycom Software's dividend sustainable? Check out what every dividend investor needs to know in our dividend analysis. ✅ Price vs Analyst Target: At US$137.62, the stock trades about 9% below the US$151.44 analyst consensus target. ✅ Simply Wall St Valuation: The shares are flagged as trading 59.4% below one estimate of fair value. ✅ Recent Momentum: The 30 day return of 0.5% is modest but positive. There is only one way to know the right time to buy, sell or hold Paycom Software. Head to Simply Wall St's company report for the latest analysis of Paycom Software's Fair Value. 📊 Strong first quarter results paired with a new US$2b buyback frame this update as both an earnings and capital allocation event for Paycom Software. 📊 Watch how much of the US$2b authorization is used, the pace of share count changes,...

A month has gone by since the last earnings report for Paycom Software (PAYC). Shares have lost about 1% in that time frame, underperforming the S&P 500. But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is Paycom due for a breakout? Well, first let's take a quick look at the latest earnings report in order to get a better handle on the recent catalysts for Paycom Software, Inc. before we dive into how investors and analysts have reacted as of late. Paycom reported better-than-expected first-quarter 2026 results, wherein both top and bottom lines surpassed the Zacks Consensus Estimate. The online payroll and human resource technology provider reported non-GAAP earnings of $3.15 per share, which increased 12.5% year over year and beat the Zacks Consensus Estimate by 7.5%. Paycom’s earnings beat the Zacks Consensus Estimate in three of the trailing four quarters, while missing once, the average surprise being 5.7%. Revenues totaled $571.9 million, which rose 7.8% from the year-ago quarter and exceeded the consensus estimate of $565 million by 1.2%. Paycom’s Recurring revenues (representing 95.1% of the total revenues) improved 8.8% to $544 million in the first quarter. Our estimate for the company’s Recurring revenues was pegged at $538.2 million. Paycom’s revenues from the Interest on funds held for clients segment decreased to $27.8 million from $30.5 million in the year-ago quarter and contributed 4.9% to total sales. Our estimate for the segment’s revenues was pegged at $27.7 million. Adjusted gross profits increased 8.4% from the year-ago period to $486.7 million. The adjusted gross margin expanded 50 basis points (bps) on a year-over-year basis to 85.1%. Paycom’s adjusted EBITDA rose 8.8% year over year to $275.4 million. The adjusted EBITDA margin expanded 50 basis points to 48.2%. Paycom exited the first quarter with cash and cash equivalents of $153.9 million compared with $370 million recorded in the previous quarter. The company had long-term debt of $675 million as of March 31, 2026. In the first quarter of 2026, PAYC generated operating cash flow of approximately $213.8 million, paid out $17.7 million in dividends and bought back $1.06 billion worth of its common stock. The board also approved a new $2 billion buyback authorization. Earlier on May 4, Paycom declared its upcoming...

Wrapping up Q1 earnings, we look at the numbers and key takeaways for the hr software stocks, including Paycom (NYSE:PAYC) and its peers. Modern HR software has two powerful benefits: cost savings and ease of use. For cost savings, businesses large and small much prefer the flexibility of cloud-based, web-browser-delivered software paid for on a subscription basis rather than the hassle and complexity of purchasing and managing on-premise enterprise software. On the usability side, the consumerization of business software creates seamless experiences whereby multiple standalone processes like payroll processing and compliance are aggregated into a single, easy-to-use platform. The 4 HR software stocks we track reported a mixed Q1. As a group, revenues beat analysts’ consensus estimates by 1.9% while next quarter’s revenue guidance was in line. In light of this news, share prices of the companies have held steady as they are up 3.2% on average since the latest earnings results. Pioneering the concept of employees doing their own payroll with its "Beti" technology, Paycom (NYSE:PAYC) provides cloud-based human capital management software that helps businesses manage the entire employment lifecycle from recruitment to retirement. Paycom reported revenues of $571.8 million, up 7.8% year on year. This print exceeded analysts’ expectations by 1.4%. Despite the top-line beat, it was still a mixed quarter for the company with a decent beat of analysts’ EBITDA estimates but full-year revenue guidance meeting analysts’ expectations. Paycom delivered the weakest performance against analyst estimates, slowest revenue growth, and weakest full-year guidance update of the whole group. Interestingly, the stock is up 8.7% since reporting and currently trades at $137.38. Read our full report on Paycom here, it’s free. Operating in a field where companies traditionally juggled multiple disconnected systems, Paylocity (NASDAQ:PCTY) provides cloud-based human capital management and payroll software solutions that help businesses manage their workforce and HR processes. Paylocity reported revenues of $502.3 million, up 10.5% year on year, outperforming analysts’ expectations by 2.5%. The business had a strong quarter with an impressive beat of analysts’ EBITDA estimates and full-year EBITDA guidance beating analysts’ expectations. Paylocity delivered the biggest analyst estimates...

Paycom Software, Inc.'s (NYSE:PAYC) stock was strong after they recently reported robust earnings. However, we think that shareholders may be missing some concerning details in the numbers. Trump has pledged to "unleash" American oil and gas and these 15 US stocks have developments that are poised to benefit. Importantly, our data indicates that Paycom Software's profit received a boost of US$42m in unusual items, over the last year. We can't deny that higher profits generally leave us optimistic, but we'd prefer it if the profit were to be sustainable. When we crunched the numbers on thousands of publicly listed companies, we found that a boost from unusual items in a given year is often not repeated the next year. Which is hardly surprising, given the name. If Paycom Software doesn't see that contribution repeat, then all else being equal we'd expect its profit to drop over the current year. That might leave you wondering what analysts are forecasting in terms of future profitability. Luckily, you can click here to see an interactive graph depicting future profitability, based on their estimates. We'd posit that Paycom Software's statutory earnings aren't a clean read on ongoing productivity, due to the large unusual item. Therefore, it seems possible to us that Paycom Software's true underlying earnings power is actually less than its statutory profit. Nonetheless, it's still worth noting that its earnings per share have grown at 61% over the last three years. Of course, we've only just scratched the surface when it comes to analysing its earnings; one could also consider margins, forecast growth, and return on investment, among other factors. Keep in mind, when it comes to analysing a stock it's worth noting the risks involved. Every company has risks, and we've spotted 1 warning sign for Paycom Software you should know about. Today we've zoomed in on a single data point to better understand the nature of Paycom Software's profit. But there is always more to discover if you are capable of focussing your mind on minutiae. For example, many people consider a high return on equity as an indication of favorable business economics, while others like to 'follow the money' and search out stocks that insiders are buying. So you may wish to see this free collection of companies boasting high return on equity, or this list of stocks with high insider ownership. Ha...

Paycom’s first quarter results received a positive market reaction, underpinned by robust execution in automation and AI-enabled solutions. Management attributed the quarter’s momentum to strong client engagement, increased revenue retention, and operational efficiencies from expanding automation across its HR software platform. CEO Chad Richison highlighted that Paycom’s full solution automation strategy continues to differentiate the company, noting that solutions like Beti and IWant are eliminating manual processes and delivering measurable value. The company also benefited from recurring revenue linked to its forms filing business, which management said contributed to margin expansion during the quarter. Is now the time to buy PAYC? Find out in our full research report (it’s free). Revenue: $571.8 million vs analyst estimates of $563.9 million (7.8% year-on-year growth, 1.4% beat) Adjusted EPS: $3.15 vs analyst estimates of $2.99 (5.4% beat) Adjusted Operating Income: $224.1 million vs analyst estimates of $215.8 million (39.2% margin, 3.8% beat) The company reconfirmed its revenue guidance for the full year of $2.19 billion at the midpoint EBITDA guidance for the full year is $960 million at the midpoint, in line with analyst expectations Operating Margin: 36.7%, up from 34.9% in the same quarter last year Billings: $575.7 million at quarter end, up 7.7% year on year Market Capitalization: $6.42 billion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Jordan Ross Boretz (Jefferies) asked about drivers of outperformance in recurring revenue. CEO Chad Richison explained that recurring growth aligned with expectations, highlighting forms filing as a margin driver and noting operational efficiency from automation. Mark Marcon (Baird) questioned the rationale behind maintaining guidance despite a strong quarter. Richison responded that guidance reflects stability and that the company prefers to remain conservative early in the year. Steven Enders (Citi) inquired about the impact of AI products like IWant on sales pipeline conversion. Richison shared that IWant’s growing usage improves user engagement and supports lea...

Paycom Software, Inc. PAYC reported better-than-expected first-quarter 2026 results, wherein both top and bottom lines surpassed the Zacks Consensus Estimate. The online payroll and human resource technology provider reported non-GAAP earnings of $3.15 per share, which increased 12.5% year over year and beat the Zacks Consensus Estimate by 7.5%. Paycom’s earnings beat the Zacks Consensus Estimate in three of the trailing four quarters, while missing once, the average surprise being 5.7%. Revenues totaled $571.9 million, which rose 7.8% from the year-ago quarter and exceeded the consensus estimate of $565 million by 1.2%. Paycom Software, Inc. price-consensus-eps-surprise-chart | Paycom Software, Inc. Quote Paycom’s Recurring revenues (representing 95.1% of the total revenues) improved 8.8% to $544 million in the first quarter. Our estimate for the company’s Recurring revenues was pegged at $538.2 million. Paycom’s revenues from the Interest on funds held for clients segment decreased to $27.8 million from $30.5 million in the year-ago quarter and contributed 4.9% to total sales. Our estimate for the segment’s revenues was pegged at $27.7 million. Adjusted gross profits increased 8.4% from the year-ago period to $486.7 million. The adjusted gross margin expanded 50 basis points (bps) on a year-over-year basis to 85.1%. Paycom’s adjusted EBITDA rose 8.8% year over year to $275.4 million. The adjusted EBITDA margin expanded 50 basis points to 48.2%. Paycom exited the first quarter with cash and cash equivalents of $153.9 million compared with $370 million recorded in the previous quarter. The company had long-term debt of $675 million as of March 31, 2026. In the first quarter of 2026, PAYC generated operating cash flow of approximately $213.8 million, paid out $17.7 million in dividends and bought back $1.06 billion worth of its common stock. The board also approved a new $2 billion buyback authorization. Earlier on May 4, Paycom declared its upcoming quarterly dividend of 37.5 cents per share, payable on May 26, 2026. Following the first-quarter performance, management reaffirmed full-year guidance ranges. For 2026, Paycom continues to expect total revenues of $2.175-$2.195 billion, implying year-over-year growth of 6-7%. The Zacks Consensus Estimate is pegged at $2.19 billion, indicating year-over-year growth of 6.8%. The company projects recurring revenues...

Paycom Software (PAYC) came out with quarterly earnings of $3.15 per share, beating the Zacks Consensus Estimate of $2.93 per share. This compares to earnings of $2.8 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +7.35%. A quarter ago, it was expected that this maker of human-resources and payroll software would post earnings of $2.44 per share when it actually produced earnings of $2.45, delivering a surprise of +0.41%. Over the last four quarters, the company has surpassed consensus EPS estimates three times. Paycom, which belongs to the Zacks Internet - Software industry, posted revenues of $571.9 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 1.20%. This compares to year-ago revenues of $530.5 million. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Paycom shares have lost about 17.4% since the beginning of the year versus the S&P 500's gain of 6%. While Paycom has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Paycom was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 R...

Paycom Software, Inc. PAYC reported better-than-expected first-quarter 2026 results, wherein both top and bottom lines surpassed the Zacks Consensus Estimate. The online payroll and human resource technology provider reported non-GAAP earnings of $3.15 per share, which increased 12.5% year over year and beat the Zacks Consensus Estimate by 7.5%. Paycom’s earnings beat the Zacks Consensus Estimate in three of the trailing four quarters, while missing once, the average surprise being 5.7%. Revenues totaled $571.9 million, which rose 7.8% from the year-ago quarter and exceeded the consensus estimate of $565 million by 1.2%. Paycom Software, Inc. price-consensus-eps-surprise-chart | Paycom Software, Inc. Quote Paycom’s Recurring revenues (representing 95.1% of the total revenues) improved 8.8% to $544 million in the first quarter. Our estimate for the company’s Recurring revenues was pegged at $538.2 million. Paycom’s revenues from the Implementation and Other segment decreased to $27.8 million from $30.5 million in the year-ago quarter and contributed 4.9% to total sales. Our estimate for the segment’s revenues was pegged at $27.7 million. Adjusted gross profits increased 8.4% from the year-ago period to $486.7 million. The adjusted gross margin expanded 50 basis points (bps) on a year-over-year basis to 85.1%. Paycom’s adjusted EBITDA rose 8.8% year over year to $275.4 million. The adjusted EBITDA margin expanded 50 basis points to 48.2%. Paycom exited the first quarter with cash and cash equivalents of $153.9 million compared with $370 million recorded in the previous quarter. The company had long-term debt of $675 million as of March 31, 2026. In the first quarter of 2026, PAYC generated operating cash flow of approximately $213.8 million, paid out $17.7 million in dividends and bought back $1.06 billion worth of its common stock. The board also approved a new $2 billion buyback authorization. Earlier on May 4, Paycom declared its upcoming quarterly dividend of 37.5 cents per share, payable on May 26, 2026. Following the first-quarter performance, management reaffirmed full-year guidance ranges. For 2026, Paycom continues to expect total revenues of $2.175-$2.195 billion, implying year-over-year growth of 6-7%. The Zacks Consensus Estimate is pegged at $2.19 billion, indicating year-over-year growth of 6.8%. The company projects recurring revenues to grow 7-...

Image source: The Motley Fool. Wednesday, May 6, 2026 at 5 p.m. ET Chief Executive Officer — Chad Richison Chief Financial Officer — Robert Foster Head of Investor Relations — James Samford Need a quote from a Motley Fool analyst? Email [email protected] James Samford: Thank you, and welcome to Paycom's Earnings Conference Call for the first quarter of 2026. Certain statements made on this call that are not historical facts, including those related to our future plans, objectives, and expected performance, are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements represent our outlook only as of the date of this conference call. While we believe any forward-looking statements made on this call are reasonable, actual results may differ materially because the statements are based on our current expectations and subject to risks and uncertainties. These risks and uncertainties are discussed in our filings with the SEC, including our most recent annual report on Form 10-K. You should refer to and consider these factors when relying on such forward-looking information. Any forward-looking statement made speaks only as of the date on which it is made, and we do not undertake and expressly disclaim any obligation to update or alter our forward-looking statements, whether as a result of new information, future events, or otherwise, except as required by applicable law. Also during today's call, we refer to certain non-GAAP financial measures, including adjusted EBITDA, non-GAAP net income, and certain adjusted expenses. We use these non-GAAP financial measures to review and assess our performance and for planning purposes. A reconciliation schedule showing GAAP versus non-GAAP results is included in the press release that we issued after the close of the market today and is available on our website at investors.paycom.com. I will now turn the call over to Chad Richison, Paycom's founder and CEO. Chad? Chad Richison: Thanks, James. Thank you to everyone joining our call today. I'll briefly comment on some of our first quarter 2026 accomplishments and the progress we are making on our 2026 plan. Bob will review our first quarter results and full year guidance before taking a few questions. Let's get started. First quarter results were solid as we continue to advance our full solution automatio...

OKLAHOMA CITY (AP) — OKLAHOMA CITY (AP) — Paycom Software Inc. (PAYC) on Wednesday reported first-quarter net income of $155.7 million. On a per-share basis, the Oklahoma City-based company said it had net income of $3.04. Earnings, adjusted for one-time gains and costs, were $3.15 per share. The results topped Wall Street expectations. The average estimate of seven analysts surveyed by Zacks Investment Research was for earnings of $2.93 per share. The maker of human-resources and payroll software posted revenue of $571.9 million in the period, also surpassing Street forecasts. Seven analysts surveyed by Zacks expected $565.1 million. Paycom expects full-year revenue in the range of $2.17 billion to $2.19 billion. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on PAYC at https://www.zacks.com/ap/PAYC