
Industrials · Human Resource & Employment Services
$124.48
+0.61%
Vol: 1.1M
Tuesday, June 16, 2026
No material news in the last 48 hours.
No material news in the last 48 hours.
No material news in the last 48 hours.
No material news in the last 48 hours.
Paycom reported Q1 2026 revenue of $571.8M (+7.8% YoY), beating estimates with diluted EPS of $3.15 versus $2.99 consensus. The company declared a $0.375 per share dividend and authorized a new $2 billion share repurchase program, complementing a prior multi-year program that retired ~30% of outstanding shares. During the quarter, Paycom repurchased 8.4M shares for $1.06B. Full-year 2026 guidance was set at $2.175B-$2.195B revenue (6-7% growth) and adjusted EBITDA of $950M-$970M (~44% margin). Deutsche Bank raised its target to $140, TD Cowen to $154, and Mizuho to $130. Shareholders re-elected directors and ratified Grant Thornton as auditor at the May 4 annual meeting.
Paycom reported Q1 2026 revenue of $571.8M (up 7.8% YoY, above $564.4M consensus) and diluted EPS of $3.15 (vs. $2.99 expected), with shares jumping 9.6% on May 6, 2026. The company authorized a new $2.0B share repurchase program and declared a $0.375/share dividend payable in June; it repurchased 8.4M shares for $1.06B in the quarter and paid $17.7M in dividends. Management reaffirmed full-year 2026 guidance of $2.175B-$2.195B in revenue and $950M-$970M adjusted EBITDA. On May 7, Deutsche Bank raised its PT to $140 from $125, TD Cowen to $154 from $148, Mizuho to $130 from $120, and UBS maintained Buy; consensus rating is Buy as of May 8. At the May 4 annual meeting, shareholders elected Sharen J. Turney and J.C. Watts Jr. as Class I directors through 2029.
No material news in the last 48 hours.
Paycom reported Q1 2026 revenue of $571.9M, up 7.8% YoY, with GAAP net income of $155.7M ($3.04 diluted EPS) and non-GAAP EPS of $3.15. The board declared a $0.375 dividend payable June 8 and authorized a new $2.0B stock repurchase plan, a strong capital return signal. Full-year 2026 guidance was set at revenue of $2.175B-$2.195B and adjusted EBITDA of $950M-$970M. Deutsche Bank raised PT to $140 from $125 and UBS reiterated Buy. The stock traded at $135.40 with a market cap of $6.45B, P/E of 15.9, and dividend yield of 1.1% - signaling shareholder-friendly capital allocation amid steady growth.
On May 10, 2026, an analyst raised Paycom's price target to $154, joining TD Cowen, BTIG, Barclays, and Mizuho in lifting targets after Q1 2026 results released May 5. Paycom reported revenue of $571.9M (+7.8% YoY) beating the $564.4M consensus, adjusted EPS of $3.15 vs. $2.99 expected, GAAP net income of $155.7M, and adjusted EBITDA of $275.4M (48.2% margin). The board authorized a new $2.0B share repurchase program (replacing prior authorization) and declared a $0.375/share dividend; Paycom repurchased 8,375,443 shares for $1.06B in Q1 alone. 2026 guidance reaffirmed at $2.175B–$2.195B revenue (6–7% growth) and $950M–$970M adjusted EBITDA. Stock rose 9.6% post-print. On May 4, shareholders re-elected directors and ratified Grant Thornton as auditor. Consensus is Buy with ~$168.64 average PT.
Paycom reported Q1 2026 revenue of $571.9M (up 7.8% YoY) beating the $564.4M consensus, GAAP net income of $155.7M, and EPS of $3.15 vs $2.99 consensus. Adjusted EBITDA hit $275.4M. On May 4, the Board approved a new $2.0 billion share repurchase program funded with cash and an expanded revolver, and declared a $0.375 per share cash dividend. During Q1 the company repurchased 8.37M shares for $1.06B and paid $17.7M in dividends. Management reaffirmed FY26 revenue guidance of $2.175B-$2.195B and adjusted EBITDA of $950M-$970M. Shareholders re-elected directors, ratified Grant Thornton as auditor, and approved executive pay on May 4. Analyst price targets were raised by TD Cowen, BTIG, Barclays, and Mizuho, including a target lift to $154 reported May 10. Risk: despite the rebound, shares are still down 44% over the past year, leaving the stock sensitive to any sign of slower bookings or competitive pressure from Workday and ADP.
No material news in the last 48 hours.
Paycom Software reported Q1 2026 revenue of $571.9M, up 7.8% YoY, beating Wall Street expectations. GAAP net income was $155.7M ($3.04 EPS) and non-GAAP net income was $161.3M ($3.15 EPS). The Board approved a new $2.0B share repurchase plan on May 4 and declared a quarterly cash dividend of $0.375 per share payable June 8. Management reaffirmed 2026 revenue guidance of $2.175B-$2.195B and adjusted EBITDA of $950M-$970M. During Q1, Paycom repurchased 8,375,443 shares for $1.06B. Stock has Buy consensus from 14 analysts as of May 8.
Paycom reported strong Q1 2026 with revenue of $572M (up 8% YoY), GAAP net income of $156M ($3.04 per diluted share), and non-GAAP EPS of $3.15, beating forecast of $2.99. Adjusted EBITDA reached $275M (48% of revenues). The earnings beat drove a 9.29% stock surge despite overall tech weakness. Citigroup raised price target from $120 to $136 (Neutral), TD Cowen increased target from $148 to $154 (Buy), and BMO raised target from $137 to $145. FY2026 guidance: total revenue $2.175-$2.195B and adjusted EBITDA $950-970M. Stock trading at $133.02 with market cap of $6.34B.
Paycom reported Q1 2026 revenue of $571.9 million, up 7.8% year-over-year, exceeding estimates by 1.4%. EPS of $3.15 beat the Zacks consensus of $2.93 by 5.4%. The companys AI solution, IWant, is accelerating client speed-to-value. Management expects full-year revenue around $2.19 billion, in line with analyst expectations. The Board approved a new $2 billion stock repurchase authorization with no expiration date and raised the quarterly dividend to $0.375 per share, payable June 8 to shareholders of record May 26. Paycom replaced its prior credit facility with a new $2.125 billion revolving facility, with $675 million drawn. Stock trades at $124.90 with a market cap of $6.01B. Citi raised its price target to $136 from $120.
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| ADPAUTOMATIC | $218.66 | -0.05% | -1.0% | 17.9x | 0.84 | $87.3B |
| PAYXPAYCHEX | $98.26 | +0.69% | +3.5% | 16.6x | — | $35.2B |
| PAYCPAYCOM | $124.48 | +0.61% | -9.5% | 10.2x | 0.79 | $5.8B |
| CATCATERPILLAR | $991.23 | +3.69% | +13.0% | 32.8x | 1.60 | $454.1B |
| GEGENERAL | $359.14 | +0.59% | +19.1% | 41.2x | 1.38 | $373.7B |
| GEVGE | $1,111.86 | +6.01% | +8.3% | 45.3x | 1.04 | $298.2B |
Price below 200d MA — bearish structure.