Paychex (PAYX) reported fiscal first-quarter 2027 revenue of $1.63 billion, up 6% from a year earlier. Net income rose 12% to $429.7 million, while diluted earnings per share increased 14% to $1.21.
The quarter ended August 31, 2026. PEO and Insurance Solutions revenue rose 12% to $367.6 million, and Management Solutions revenue increased 4% to $1.2 billion.
- Operating income increased 14% to $619.2 million.
- Operating margin was 38.0%, compared with 35.2% a year earlier.
- Cash flow from operations was $413.5 million, and dividends paid totaled $424.1 million.
- Paychex maintained its fiscal 2027 total revenue growth outlook of 5% to 6%.
- The company raised its PEO and Insurance Solutions revenue growth outlook to 7% to 8% from 6% to 7%.
$PAYX Insider Trading Activity
$PAYX insiders have traded $PAYX stock on the open market 5 times in the past 6 months. Of those trades, 0 have been purchases and 5 have been sales.
Here’s a breakdown of recent trading of $PAYX stock by insiders over the last 6 months:
- MARTIN MUCCI sold 25,000 shares for an estimated $2,748,250
- JOSEPH M TUCCI sold 3,907 shares for an estimated $383,862
- CHRISTOPHER C SIMMONS (VP, Controller & Treasurer) sold 2,615 shares for an estimated $303,130
- ROBERT L. SCHRADER (Sr. VP, CFO) sold 2,600 shares for an estimated $299,234
- ELIZABETH ROALDSEN (Sr. Vice President) sold 459 shares for an estimated $41,310
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$PAYX Hedge Fund Activity
We have seen 787 institutional investors add shares of $PAYX stock to their portfolio, and 846 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 10,402,177 shares (+inf%) to their portfolio in Q2 2026, for an estimated $1,022,846,064
- INVESCO LTD. added 7,789,747 shares (+148.4%) to their portfolio in Q2 2026, for an estimated $765,965,822
- JPMORGAN CHASE & CO added 2,838,927 shares (+inf%) to their portfolio in Q2 2026, for an estimated $279,151,691
- VICTORY CAPITAL MANAGEMENT INC added 2,270,169 shares (+481.9%) to their portfolio in Q2 2026, for an estimated $223,225,717
- CAPITAL RESEARCH GLOBAL INVESTORS removed 2,098,312 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $206,327,018
- AMERIPRISE FINANCIAL INC removed 1,623,732 shares (-80.5%) from their portfolio in Q2 2026, for an estimated $159,661,567
- SELECT EQUITY GROUP, L.P. removed 1,349,858 shares (-36.8%) from their portfolio in Q2 2026, for an estimated $132,731,537
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$PAYX Congressional Stock Trading
Members of Congress have traded $PAYX stock 6 times in the past 6 months. Of those trades, 1 have been purchases and 5 have been sales.
Here’s a breakdown of recent trading of $PAYX stock by members of Congress over the last 6 months:
- REPRESENTATIVE APRIL MCCLAIN DELANEY has traded it 3 times. They made 0 purchases and 3 sales worth up to $280,000 on 08/25, 04/21, 04/16.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. purchased up to $15,000 on 04/14.
- REPRESENTATIVE RICK LARSEN sold up to $15,000 on 04/07.
- SENATOR ALAN ARMSTRONG sold up to $15,000 on 03/27.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
