Earnings Performance Highlights: Social media discussions centered on Paychex beating earnings estimates while the stock continued to trail the broader software sector. Observers pointed to a notable decline from record highs as a key point of focus in recent trading conversations.
Financial Metrics Scrutiny: Participants emphasized steady revenue growth for the company alongside concerns over operating and net income trends not matching that pace. Analysts in the conversations suggested monitoring expense levels closely in the coming quarters to assess overall business momentum.
Sector Comparison Views: Commentary often compared Paychex to peers, noting its solid historical positioning but questioning current operating leverage amid market shifts. The tone reflected ongoing interest in how these factors might influence future quarterly updates.
Note: This discussion summary was generated from an AI condensation of post data.
Paychex Insider Trading Activity
Paychex insiders have traded $PAYX stock on the open market 3 times in the past 6 months. Of those trades, 2 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $PAYX stock by insiders over the last 6 months:
- JOSEPH DOODY purchased 1,000 shares for an estimated $98,760
- TOM BONADIO purchased 1,000 shares for an estimated $98,498
- 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.
Paychex Revenue
Paychex had revenues of $1.8B in Q3 2026. This is an increase of 19.87% from the same period in the prior year.
You can track PAYX financials on Quiver Quantitative's PAYX stock page.
You can access data on PAYX stock through the Quiver Quantitative API.
Paychex Congressional Stock Trading
Members of Congress have traded $PAYX stock 8 times in the past 6 months. Of those trades, 1 have been purchases and 7 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 4 times. They made 0 purchases and 4 sales worth up to $60,000 on 04/21, 04/16, 02/24, 02/23.
- 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 SHELLEY MOORE CAPITO sold up to $15,000 on 02/20.
- REPRESENTATIVE RICK W. ALLEN sold up to $50,000 on 01/14.
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.
Paychex Hedge Fund Activity
We have seen 725 institutional investors add shares of Paychex stock to their portfolio, and 901 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- VANGUARD GROUP INC added 4,583,157 shares (+12.1%) to their portfolio in Q4 2025, for an estimated $514,138,552
- FEDERATED HERMES, INC. added 3,476,347 shares (+144.3%) to their portfolio in Q1 2026, for an estimated $320,241,085
- WELLS FARGO & COMPANY/MN removed 2,250,689 shares (-34.7%) from their portfolio in Q1 2026, for an estimated $207,333,470
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC removed 2,174,920 shares (-18.8%) from their portfolio in Q1 2026, for an estimated $200,353,630
- SELECT EQUITY GROUP, L.P. removed 2,046,164 shares (-35.8%) from their portfolio in Q1 2026, for an estimated $188,492,627
- BAHL & GAYNOR INC removed 1,205,622 shares (-71.2%) from their portfolio in Q1 2026, for an estimated $111,061,898
- BANK OF AMERICA CORP /DE/ removed 1,027,336 shares (-19.2%) from their portfolio in Q1 2026, for an estimated $94,638,192
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.
Paychex Analyst Ratings
Wall Street analysts have issued reports on $PAYX in the last several months. We have seen 0 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- JP Morgan issued a "Underweight" rating on 12/22/2025
To track analyst ratings and price targets for Paychex, check out Quiver Quantitative's $PAYX forecast page.
Paychex Price Targets
Multiple analysts have issued price targets for $PAYX recently. We have seen 12 analysts offer price targets for $PAYX in the last 6 months, with a median target of $99.5.
Here are some recent targets:
- Bryan Bergin from TD Cowen set a target price of $98.0 on 06/08/2026
- Kevin Mcveigh from UBS set a target price of $94.0 on 04/13/2026
- Mark Marcon from Baird set a target price of $125.0 on 03/26/2026
- Tien-Tsin Huang from JP Morgan set a target price of $100.0 on 03/26/2026
- Bryan Keane from Citigroup set a target price of $99.0 on 03/26/2026
- Jason Kupferberg from Wells Fargo set a target price of $95.0 on 03/26/2026
- Ashish Sabadra from RBC Capital set a target price of $102.0 on 03/19/2026
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.
