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PAPAYC

Paycom Software, Inc.

$PAYC·$9.9B·Software - Application·Technology
$220.58+0.1%YTD+38.4%1Y+1.1%
Price updated 7h ago·X counts updated 1d ago
PAPAYC
$PAYCPaycom Software, Inc.
$220.58+0.05%9 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $PAYC on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

9X posts · last 7 days
Sep 11Sep 27
Bullish sentimentAI analysisGenerated by AI from underlying data11 posts analyzed · as of 2026-08-13

Paycom rallies 25-40% YTD after strong results with founder Chad Richison aggressively buying back cheap shares (frames as identifying opportunity), delivering AI-related capex returns. Users celebrate multi-thousand-dollar wins on PAYC LEAPS calls (+$14K, +$48K), calling it nearly doubled since the SaaSpocalypse lows earlier in the year and fighting the jobs+AI debate nicely.

Read what X is saying about $PAYC

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $PAYC — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-09-27

The move is getting stronger, with heavier trading behind it.

Paycom HCM software up 38% YTD — Q2 EPS beat 17%, founder Richison still concentrated 7.1% via Ernest Group.

Paycom is the mid-market HCM SaaS turnaround compounding again: mkt cap $9.9B, shares $220.46, YTD +38%, T12m +3%, sitting 82% up the 52-week range.

  • Q2 2026 revenue $531M was +9.8% year-over-year with 83% gross margin and 32% operating margin; the last four quarters have printed 8-10% year-over-year revenue growth cleanly.
  • EPS beats: +17%, +5.4%, +0.4%, -0.5% — recent surprise reacceleration.
  • Fundamentals: PE 23, PS 5.5, ROE 40%, ROIC 23%, debt/equity 1.72 (higher than pure SaaS peers), FCF yield 6.4% — real cash flow at premium multiple.
  • Analysts model FY26E EPS $12.09 climbing to FY28E $15.51 — mid-teens compounding.
  • Ownership context: founder Chad Richison holds 7.1% (3.22M shares) via Ernest Group (SC 13D/A No. 21 filed September 3) — concentrated founder equity intact.
  • Insider activity was tiny: Hadlock (officer) sold $58K at $240.07 on August 28.
  • Zacks tagged as 'Top Momentum Stock for the Long-Term' September 9; 'Paycom: Recovery Started With More To Come' (Seeking Alpha, September 18).

X-social read is bullish: 25-40% YTD rally with founder Richison aggressively buying back cheap shares, AI-related capex returns, users celebrating multi-thousand-dollar LEAPS wins, 'nearly doubled since the SaaSpocalypse lows'.

Agrees with X sentimentX bulls and the fundamentals are aligned on the recovery narrative.

What to watch: November 4 Q3 print — top-line reacceleration cadence, AI-product commercial ramp.

On the calendar: 2026-11-04 Q3 2026 earnings (EPS estimate $2.82)

Read the AI verdict on $PAYC

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Cloud-based human capital management and payroll SaaS for US small and mid-size businesses, with Beti self-service payroll as a differentiator.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Application sits in its cycle right now — and what that implies for $PAYC.

Software - Application · Technology

No material change from last week — Adobe Q3 lifted guidance with triple-digit AI-first ARR, validating the AI upsell bifurcation: vendors embedding AI agents into core workflows (NOW, CRM, SAP, WDAY, TEAM, ADBE) are re-accelerating whi.

What this means for $PAYC

Partial — Cloud-based human capital management and payroll SaaS for US small and mid-size businesses, with Beti self-service payroll as a differentiator.; AI feature integration (Agentforce, AI Copilot) into core platform defends ARR while pricing for AI add-ons lifts ACV.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-1.0%YTD
-9.1%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
22.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
23.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
30.3%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
6.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
5.5Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
40.4%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
80.1%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.7Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 5, 2026$2.78$2.38+16.8%
Q1 2026May 6, 2026$3.15$2.99+5.4%
Q4 2025Feb 11, 2026$2.45$2.44+0.4%
Q3 2025Nov 5, 2025$1.94$1.95-0.5%
Next earningsWed, Nov 4·consensus EPS $2.82

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$531.2M+9.8%83.2%31.7%$2.34$372.7M
Q1 FY26$571.9M+7.8%80.1%36.8%$3.05$181.3M
Q4 FY25$544.3M+10.2%79.1%28.9%$2.07$122.6M
Q3 FY25$493.3M+9.2%77.9%22.8%$1.97$77.9M

Forward consensus

3-year forecast · up to 15 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$2.2B$2.2B – $2.2B$12.09$10.50 – $13.0215
FY27$2.4B$2.3B – $2.4B$13.96$11.33 – $15.6015
FY28$2.6B$2.5B – $2.7B$15.51$13.99 – $17.4411

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.83%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+6.6%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+43.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 38.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.3% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.795-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 28Hadlock Terrell ShanePresident241 sh$58KSellAug 27Hadlock Terrell ShanePresident2.6K sh$612KSellMay 18Randall PeckCOO2.5K sh$351K
+ 11 other (7 awards · 2 gifts · 2 inkinds) in window

See when $PAYC insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

SC 13D/AActivist amendmentSep 3SC 13D/A
AI summary

Ernest Group, Inc. (Oklahoma) filed Amendment No. 21 to its Schedule 13D for Paycom Software, Inc. (PAYC), reporting 7.1% beneficial ownership comprising 3,217,249 shares with shared voting and dispositive power as of September 1, 2026. Ernest Group is the investment vehicle of Brad Richey, Paycom's co-founder. This is a routine updated disclosure from a major founding-insider entity maintaining its long-term concentrated stake; no change in investment intent is indicated.

3/ANew insider — initial holdingsAug 213/A
AI summary

Paycom Software, Inc. (PAYC) filed an amended Form 3 (3/A) for Craig E. Boelte, a Director, correcting or updating the initial beneficial ownership statement originally filed July 10, 2026 (event date July 8, 2026). The amendment adds a foreign trading symbol field or corrects an ownership table entry. This is an administrative correction to an initial director ownership filing.

3New insider — initial holdingsJul 103
AI summary

A new 10%+ beneficial owner filed a Form 3 initial statement of ownership for PAYC (PAYC) dated 2026-07-10. The filing reports initial beneficial ownership of shares, representing approximately a 10%+ stake of outstanding shares. Form 3 is required within 10 days of crossing the 10% ownership threshold and is an administrative disclosure. This indicates significant insider or institutional accumulation and may precede further Schedule 13D/G activity.

3New insider — initial holdingsJul 103
AI summary

A new 10%+ beneficial owner filed a Form 3 initial statement of ownership for PAYC (PAYC) dated 2026-07-10. The filing reports initial beneficial ownership of shares, representing approximately a 10%+ stake of outstanding shares. Form 3 is required within 10 days of crossing the 10% ownership threshold and is an administrative disclosure. This indicates significant insider or institutional accumulation and may precede further Schedule 13D/G activity.

8-KOfficer or director changeJul 98-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

Paycom Software, Inc. (PAYC) disclosed an officer or director change (Item 5.02) on 2026-07-09. Also disclosed: Item 7.01. Details: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. Executive transitions are administrative disclosures; materiality depends on the seniority of the affected position. No new financial terms were disclosed in this filing.

8-KShareholder voteMay 78-K — Item 5.07: Shareholder vote
8-KMaterial agreementApr 238-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
+ 10 other (2 10-Qs · 2 earnings 8-Ks · 2 routine 8-Ks · 2 13Gs) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Paycom: Recovery Started With More To Comeseekingalpha.com·11d agoTidal Investments LLC Boosts Holdings in Paycom Software, Inc. $PAYCdefenseworld.net·11d agoTop Stocks From the Staffing Services Industry to Buy Nowzacks.com·12d agoWhy Paycom Software (PAYC) is a Top Momentum Stock for the Long-Termzacks.com·20d agoWhy Is Paycom (PAYC) Up 11.4% Since Last Earnings Report?zacks.com·25d ago

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Voices on X · last 7 days

No standout posts about $PAYC on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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