PAYCTechnology · Software - ApplicationThe 21 Wall Street analysts covering Paycom Software, Inc. hold a median 12-month price target of $250 — -5.3% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 80 of 100 as at 30 Oct 2026 — inside the top quartile. The factors read stronger than the Street's target implies. That gap is the story on this page.
Consensus tells you what everyone already believes. The model scores Paycom Software, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Revisions (92): Analysts have, on balance, been raising their forecasts.
Accruals (47): A large share of reported profit has not shown up as cash, or the balance sheet is expanding quickly — both tend to unwind.
Size (14): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on PAYC, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits −5.3% from it.
Of the 20 most recent actions, 13 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 28 Oct 2026 | Keybanc | Maintains | Overweight | $280 → $295 |
| 27 Oct 2026 | Citigroup | Maintains | Neutral | $194 → $279 |
| 27 Oct 2026 | Jefferies | Maintains | Hold | $160 → $300 |
| 26 Oct 2026 | BTIG | Maintains | Buy | $230 → $305 |
| 23 Oct 2026 | Guggenheim | Maintains | Buy | $225 → $300 |
| 13 Oct 2026 | Barclays | Maintains | Equal-Weight | $210 → $250 |
| 13 Oct 2026 | Barclays | Maintains | Equal-Weight | — |
| 2 Oct 2026 | TD Cowen | Maintains | Buy | $244 → $286 |
| 2 Oct 2026 | TD Cowen | Maintains | Buy | — |
| 21 Sept 2026 | Keybanc | Maintains | Overweight | — |
| 21 Sept 2026 | Keybanc | Maintains | Overweight | $270 → $280 |
| 1 Sept 2026 | UBS | Maintains | Buy | $205 → $285 |
| 1 Sept 2026 | UBS | Maintains | Buy | — |
| 25 Aug 2026 | JP Morgan | Maintains | Neutral | $140 → $264 |
| 25 Aug 2026 | JP Morgan | Maintains | Neutral | — |
| 7 Aug 2026 | Citigroup | Maintains | Neutral | — |
| 7 Aug 2026 | Citigroup | Maintains | Neutral | $136 → $194 |
| 6 Aug 2026 | Barclays | Maintains | Equal-Weight | $154 → $210 |
| 6 Aug 2026 | Barclays | Maintains | Equal-Weight | — |
| 6 Aug 2026 | BTIG | Maintains | Buy | $160 → $230 |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
PAYC appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 30 Oct 2026, Paycom Software, Inc. returned +43.9% against +12.4% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 27% of US stocks
Cheaper than 22% of US stocks
Cheaper than 5% of US stocks
Cheaper than 20% of US stocks
Higher than 52% of US stocks
Higher than 59% of US stocks
Higher than 93% of US stocks
Higher than 88% of US stocks
Higher than 84% of US stocks
Higher than 91% of US stocks
Higher than 90% of US stocks
Higher than 66% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Paycom Software, Inc. has a market value of $11.7B and an enterprise value of $12.3B.
Revenue in the twelve months to 30 June 2026: $2.1B. The latest quarter grew 9.8% year on year.
Net income over the same four quarters: $487.7M, a 22.8% net margin.
Diluted earnings per share, trailing twelve months: $9.41.
Free cash flow in the twelve months to 30 June 2026: $570.6M.
Paycom Software, Inc. spent $1.7B on share buybacks and $77.4M on dividends in the twelve months to 30 June 2026.
Trailing P/E: 27.8×; forward P/E: 18.7× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.58%, paying out 16% of earnings.
Paycom Software, Inc. employs 5,770 people — $371K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Paycom Software, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Zacks Investment Research says Paycom does not have the combination of two key ingredients associated with a likely earnings beat in its upcoming report. The item points readers to key expectations for the report.
Why it matters — PAYC watchers may find the assessment relevant as they consider expectations for the company’s upcoming earnings report.
The Oklahoma Sports Hall of Fame and Jim Thorpe Association announced the Paycom Jim Thorpe Award 2026 semifinalists. The list includes 15 defensive backs from six conferences and one independent university, selected by a screening committee.
Why it matters — The announcement concerns Paycom’s association with the Jim Thorpe Award, rather than a reported change in the company’s business or financial performance.
A Seeking Alpha article outlines a monthly options strategy targeting 12–15% annual income, emphasizing discipline, risk management, and due diligence. Its PUT list focuses on high-momentum stocks, while its buy-write call list prioritizes dividend safety and quality scores.
Why it matters — The article discusses an options strategy but provides no specific information about Paycom Software.
FXEmpire reports that Paycom shares have risen 620% since an outlier inflow signal in 2015 and describes the company as being revived by institutional interest. The headline says shares rose ahead of earnings amid what it calls a “SaaS Apocalypse.”
Why it matters — The item highlights institutional interest and a substantial historical share rise as context for PAYC ahead of earnings.
Worldwide Responsible Global Alpha Paris-Aligned Fund reported selling its Paycom position as part of a broader effort to rebalance and diversify the fund’s Compounder growth profile. The review also noted new holdings in Astera Labs and Bending Spoons.
Why it matters — The review reports a fund-level sale of Paycom, which may be relevant to investors tracking institutional portfolio changes.
The 21 Wall Street analysts covering Paycom Software, Inc. have a median 12-month price target of $250, with estimates ranging from $160 to $305. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 21 analysts covering Paycom Software, Inc., 6 rate it a Buy, 13 a Hold and 2 a Sell. Ticker Nerd's systematic factor model ranks Paycom Software, Inc. 80 out of 100 across roughly 4,600 US stocks as at 30 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 30 Oct 2026, Paycom Software, Inc. ranks 80 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Revisions (92 of 100).
No one can know that. What the data says: the median 12-month target from 21 analysts implies -5.3% from the last close, and Ticker Nerd's factor model ranks Paycom Software, Inc. 80 out of 100 as at 30 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Paycom Software, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for PAYC are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $160 to $305 over the next 12 months.
Paycom Software, Inc. returned +43.9% over the 12 months to 30 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Paycom Software, Inc. is a cloud-based human capital management software company that helps organizations manage payroll, HR administration, talent acquisition, time and labor, benefits, and employee self-service in a single platform.
The most recent item we track (Zacks Investment Research, 28 Oct 2026): "Paycom Software (PAYC) Earnings Expected to Grow: Should You Buy?". Zacks Investment Research says Paycom does not have the combination of two key ingredients associated with a likely earnings beat in its upcoming report. The item points readers to key expectations for the report.
Paycom Software, Inc. is a cloud-based human capital management software company that helps organizations manage payroll, HR administration, talent acquisition, time and labor, benefits, and employee self-service in a single platform. Paycom’s software is designed to automate routine workforce processes and give employees direct access to their own employment data, reducing manual data entry and improving data consistency across HR and payroll operations. The company serves businesses of all sizes, with a strong focus on small and mid-sized employers, and supports the full employment lifecycle from recruitment and onboarding through ongoing workforce management and post-employment administration. Headquartered in Oklahoma City, Oklahoma, Paycom operates as a provider of software-as-a-service tools that are used across a broad range of industries to simplify core people-management functions.
CEO Mr. Chad R. Richison · 5,770 employees · United States · https://www.paycom.com
