Market Analysis: Recent social media chatter highlights Paychex's strong operational metrics, with operating income surging 40 percent and EPS climbing 43 percent year-over-year. Analysts on these platforms emphasize the company's competitive moat in payroll services and high customer retention rates.
Investor Sentiment: Discussions note the stock's 17 percent advance above its 200-day moving average, prompting some observers to flag it as a high-conviction holding despite elevated valuations. Participants express interest in its consistent revenue growth and pricing power amid sector stability.
Sector Outlook: Broader commentary focuses on payroll demand resilience, with users observing positive momentum in related equities and minimal immediate recession risks affecting client bases. Overall views reflect steady appreciation for the firm's balance sheet strength.
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 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.
Paychex Revenue
Paychex had revenues of $1.6B in Q4 2026.
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 ALAN ARMSTRONG sold up to $15,000 on 03/27.
- SENATOR SHELLEY MOORE CAPITO sold up to $15,000 on 02/20.
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 722 institutional investors add shares of Paychex stock to their portfolio, and 780 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FEDERATED HERMES, INC. added 3,476,347 shares (+144.3%) to their portfolio in Q1 2026, for an estimated $320,241,085
- 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
- MILLENNIUM MANAGEMENT LLC added 1,018,447 shares (+874.0%) to their portfolio in Q1 2026, for an estimated $93,819,337
- AQR CAPITAL MANAGEMENT LLC added 800,308 shares (+712.9%) to their portfolio in Q1 2026, for an estimated $73,724,372
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 Price Targets
Multiple analysts have issued price targets for $PAYX recently. We have seen 11 analysts offer price targets for $PAYX in the last 6 months, with a median target of $103.0.
Here are some recent targets:
- James Faucette from Morgan Stanley set a target price of $109.0 on 06/30/2026
- Tien-Tsin Huang from JP Morgan set a target price of $105.0 on 06/25/2026
- Kevin Mcveigh from UBS set a target price of $98.0 on 06/25/2026
- David Grossman from Stifel set a target price of $110.0 on 06/17/2026
- Bryan Keane from Citigroup set a target price of $140.0 on 06/15/2026
- Bryan Bergin from TD Cowen set a target price of $98.0 on 06/08/2026
- Mark Marcon from Baird set a target price of $125.0 on 03/26/2026
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.
