US · Technology · Software - Application
EPS came in at 2.91 against a street estimate of 2.37 — a beat of 22.8%.
Analysts rate Paycom Software, Inc. a hold (6 buy, 13 hold, 2 sell out of 21) with an average price target of $252.29.
CONFIDENT Paycom beat Q2 expectations with 10% revenue growth and record 44.2% EBITDA margin. New products (Career Planning, Asset Management, Project Arc) launched; AI/automation driving efficiency. Raised FY26 guidance; expects $650M+ free cash flow. Q2 2026 No geographic breakdown provided in call. Analysts pressed on beat catalysts, sales productivity trajectory, and capital allocation rationale. Management emphasized broad-based strength, faster rep ramp, and disciplined reinvestment in automation. No material macro headwinds cited; client employment growth stable. 2026-08-05…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 11.17% |
| Harris Associates L.P. | 7.54% |
| Vanguard Portfolio Management, LLC | 4.59% |
| Vanguard Capital Management, LLC | 4.09% |
| Two Sigma Investments LLC | 3.11% |
| State Street Corp | 3.07% |
| Geode Capital Management, LLC | 2.69% |
| Reinhart Mahoney Capital Management Inc | 2.28% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $543.8 million, up from $493.3 million in the third quarter of 2025. • Recurring and other revenue | 2026-11-05 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $543.8 million, up 10.2% from $493.3 million. • Recurring and other revenue was $519.3 million, up | 2026-11-04 |
| Company announcement · Q4 2026 HEADLINE NUMBERS • Paycom Software declared a regular quarterly cash dividend of $0.375 per share. • The dividend will be paid on December 7, 2026. | 2026-11-02 |
| Quarterly report · Q2 2026 PAYCOM SOFTWARE, INC. – Q2 2026 10-Q SUMMARY --- HEADLINE NUMBERS • Total Revenues (6 months): $1,103.1 million (vs. $1,014.1 million prior year; + | 2026-08-06 |
| Results announced · Q3 2026 PAYCOM SOFTWARE, INC. – Q2 2026 FINANCIAL SUMMARY HEADLINE NUMBERS • Total Revenues Q2 2026: $531.2 million, up 9.8% year-over-year from $483.6 mill | 2026-08-05 |
| Company announcement · Q3 2026 PAYCOM SOFTWARE, INC. – 8-K FILING SUMMARY HEADLINE NUMBERS • Quarterly cash dividend declared: $0.375 per share of common stock • Payment date: Sep | 2026-08-03 |
| Board / officer change · Q3 2026 PAYCOM SOFTWARE, INC. – 8-K SUMMARY BUSINESS & SEGMENT HIGHLIGHTS • Paycom Software, Inc. (ticker: PAYC, NYSE) expanded its Board of Directors from | 2026-07-09 |
| Quarterly report · Q1 2026 PAYCOM SOFTWARE, INC. – 10-Q SUMMARY (Q1 2026) HEADLINE NUMBERS • Total revenues Q1 2026: $571.9 million (up from $530.5 million in Q1 2025, +7.8%) | 2026-05-07 |
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| Action | Detail | Date |
|---|---|---|
| Dividend | $0.38 / share ex-date Nov 23, 2026 · pay Dec 7, 2026 | 2026-11-23 |
| Dividend | $0.38 / share ex-date Aug 24, 2026 · pay Sep 8, 2026 | 2026-08-24 |
| Dividend | $0.38 / share ex-date May 26, 2026 · pay Jun 8, 2026 | 2026-05-26 |
| Dividend | $0.38 / share ex-date Mar 9, 2026 · pay Mar 23, 2026 | 2026-03-09 |
| Dividend | $0.38 / share ex-date Nov 24, 2025 · pay Dec 8, 2025 | 2025-11-24 |
| Announcement | Date |
|---|---|
| Full-year 2026 financial outlook raised following strong third-quarter results Paycom reported strong third-quarter 2026 results for the period ended September 30. Revenue was $543.8 million, up 10.2% from $493.3 million a year earlier. Recurring and other revenue rose | 2026-11-04 |
| Quarterly cash dividend of $0.375 per share declared Paycom’s board declared a quarterly cash dividend of $0.375 per common share. Shareholders listed as of November 23, 2026, will receive the payment on December 7, 2026. The announcement does | 2026-11-02 |
| Full year 2026 outlook raised on strong Q2 results and momentum Paycom Software reported strong Q2 2026 results that exceeded expectations. Total revenues reached $531 million, up 10% year-over-year, with recurring revenues (95% of total) growing 11%. GA | 2026-08-05 |
| Board declares quarterly cash dividend of $0.375 per share Paycom Software announced a quarterly cash dividend of $0.375 per share, payable on June 8, 2026, to shareholders of record as of May 26, 2026. This represents the company's commitment to re | 2026-05-04 |
| Board authorizes additional $200 million share repurchase program Paycom Software's Board authorized an additional $200 million stock repurchase program on March 5, 2026. This follows the company's completion of approximately $1.45 billion in share buyback | 2026-03-05 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.