PAYCOM SOFTWARE ($PAYC) posted quarterly earnings results for Q4 2025 on Wednesday, February 11th. The company reported earnings of $2.45 per share, missing estimates of $2.48 by $0.03. The company also reported revenue of $544,300,000, missing estimates of $553,869,231 by $-9,569,231.
Stock price change since market close: -6.51%
You can see Quiver Quantitative's $PAYC stock page to track data on insider trading, hedge fund activity, congressional trading, and more.
PAYCOM SOFTWARE Insider Trading Activity
PAYCOM SOFTWARE insiders have traded $PAYC stock on the open market 8 times in the past 6 months. Of those trades, 0 have been purchases and 8 have been sales.
Here’s a breakdown of recent trading of $PAYC stock by insiders over the last 6 months:
- RANDALL PECK (Chief Operating Officer) has made 0 purchases and 3 sales selling 2,192 shares for an estimated $363,540.
- BRADLEY SCOTT SMITH (Chief Information Officer) has made 0 purchases and 4 sales selling 1,500 shares for an estimated $334,899.
- ROBERT D. FOSTER (Chief Financial Officer) sold 1,300 shares for an estimated $211,458
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
PAYCOM SOFTWARE Hedge Fund Activity
We have seen 321 institutional investors add shares of PAYCOM SOFTWARE stock to their portfolio, and 426 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- REINHART PARTNERS, LLC. added 537,726 shares (+887.4%) to their portfolio in Q4 2025, for an estimated $85,692,015
- FIRST TRUST ADVISORS LP removed 399,420 shares (-22.3%) from their portfolio in Q3 2025, for an estimated $83,135,278
- TWO SIGMA INVESTMENTS, LP added 370,219 shares (+228.7%) to their portfolio in Q3 2025, for an estimated $77,057,382
- WOODLINE PARTNERS LP added 280,830 shares (+inf%) to their portfolio in Q3 2025, for an estimated $58,451,956
- BANK OF AMERICA CORP /DE/ removed 279,740 shares (-61.9%) from their portfolio in Q3 2025, for an estimated $58,225,083
- POLEN CAPITAL MANAGEMENT LLC removed 260,066 shares (-9.0%) from their portfolio in Q3 2025, for an estimated $54,130,137
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP removed 249,328 shares (-39.3%) from their portfolio in Q3 2025, for an estimated $51,895,129
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
PAYCOM SOFTWARE Government Contracts
We have seen $96,719 of award payments to $PAYC over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
PAYCOM SOFTWARE Congressional Stock Trading
Members of Congress have traded $PAYC stock 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $PAYC stock by members of Congress over the last 6 months:
- REPRESENTATIVE JULIE JOHNSON sold up to $15,000 on 09/25.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
PAYCOM SOFTWARE Analyst Ratings
Wall Street analysts have issued reports on $PAYC in the last several months. We have seen 5 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- TD Cowen issued a "Buy" rating on 01/08/2026
- BTIG issued a "Buy" rating on 12/17/2025
- Keybanc issued a "Overweight" rating on 11/06/2025
- UBS issued a "Buy" rating on 11/06/2025
- Guggenheim issued a "Buy" rating on 09/26/2025
To track analyst ratings and price targets for PAYCOM SOFTWARE, check out Quiver Quantitative's $PAYC forecast page.
PAYCOM SOFTWARE Price Targets
Multiple analysts have issued price targets for $PAYC recently. We have seen 11 analysts offer price targets for $PAYC in the last 6 months, with a median target of $190.0.
Here are some recent targets:
- Matthew Vanvliet from Cantor Fitzgerald set a target price of $135.0 on 01/29/2026
- Kevin Mcveigh from UBS set a target price of $210.0 on 01/26/2026
- Raimo Lenschow from Barclays set a target price of $185.0 on 01/12/2026
- Jared Levine from TD Cowen set a target price of $184.0 on 01/08/2026
- Steven Enders from Citigroup set a target price of $185.0 on 12/23/2025
- Allan Verkhovski from BTIG set a target price of $195.0 on 12/17/2025
- Jason Celino from Keybanc set a target price of $250.0 on 11/06/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
