
Industrials · Human Resource & Employment Services
$101.57
+7.77%
Vol: 476K
Monday, June 15, 2026
No material news in the last 48 hours.
No material news in the last 48 hours.
Paychex unveiled its WISE AI platform serving its 800,000 customers and raised its quarterly dividend ~10% to $1.19 (ex-date May 13, payable May 29). Shares rose 3.2% to $94.49 on May 18. April Small Business Employment Watch showed job growth accelerating for a second consecutive month. The company presented at the J.P. Morgan TMT Conference on May 19. Director Joseph Velli exercised 10,220 options at $60.59 and Rep. Gilbert Cisneros Jr. disclosed purchase. 13-analyst consensus is Hold with $100.93 mean PT amid FY26 revenue estimates trimmed to $6.47B (only 3.5% organic growth).
Paychex shares surged 3.2% to $94.49 on May 18, 2026, and management appeared at the J.P. Morgan 2026 Global TMT Conference on May 19, providing visibility into the WISE AI platform launched to serve its 800,000 customers. The board's 10% dividend hike to $1.19/share (5th consecutive double-digit increase) is payable May 29 to holders of record May 13, with FY26 returns expected to exceed $1.5B. However, the analyst outlook is cautious - consensus is Hold (13 analysts), with FY26 revenue estimates lowered to $6.47B reflecting just 3.5% organic growth (down from 4.8% prior). The 52-week range of $85.45-$161.24 highlights the deep drawdown from highs. Risk: revenue growth deceleration in payroll/HR services and competitive pressure could continue to compress the multiple.
On May 19, 2026 at 1:35 pm EDT, Paychex is scheduled to present at the J.P. Morgan 2026 Global Technology, Media and Communications Conference, an opportunity to update investors on its FY26 fiscal close (ending May 31, 2026) and AI/HR services strategy. Earlier this month Paychex declared a 10% dividend increase (5th consecutive double-digit hike) to $1.19/share, with the ex-date on May 13. This matters because investor presentations often refine guidance and signal capital-return cadence. Bear case: management has guided FY26 revenue down to ~$6.47B (only 3.5% organic growth) and consensus EPS has been trimmed.
Paychex shares fell 5.7% on May 14, 2026 coinciding with the ex-dividend date for its quarterly dividend of $1.19 per share, payable May 29, 2026. SVP Elizabeth Roaldsen sold 459 shares at $90.00 per share for $41,310 on May 13, 2026, while Director Joseph M. Velli exercised 10,220 stock options at $60.59. Representative Gilbert Ray Cisneros Jr. disclosed share purchases in early May 2026. The company is scheduled to participate in the J.P. Morgan 2026 Global Technology, Media and Communications Conference on May 19, 2026. Recent Q3 2026 results showed strong performance with adjusted EPS of $1.71 vs. forecast $1.67, revenue of $1.8 billion vs. $1.78 billion expected, driven by management solutions and PEO segments with revenue up 20% YoY.
Paychex stock declined 4.0% to $89.92 on May 13, 2026, the ex-dividend date for the $1.19/share quarterly distribution (a 10% increase reflecting board commitment to returns). On the same day, Director Joseph M. Velli exercised stock options and Representative Gilbert Ray Cisneros Jr. disclosed share purchases. The company has a $1B share buyback authorization announced January 16, 2026. Q3 FY26 results showed total revenue up 20% YoY to $1.81B, though organic growth in core Management Solutions was only ~4%. FY26 revenue estimates were trimmed to $6.47B (3.5% organic) below earlier 4.8% consensus, and EPS lowered to $5.38 from $5.44. Consensus is Hold across 13 analysts with median PT $134 (range $122-$150); UBS cut PT to $94 from $98 on April 13. Risk: dividend payout ratio concerns, Paycor integration execution.
Paychex declared a regular quarterly cash dividend of $1.19 per share on May 1, 2026, a $0.11 (10%) increase from the prior $1.08, payable May 29 to shareholders of record as of May 13. This marks the company's fifth consecutive double-digit dividend hike, and Paychex expects to return over $1.5B in dividends for fiscal year ending May 31, 2026. Shares fell about 5.7% recently, tied to the ex-dividend date plus recent SEC filings flagging potential share supply via a planned trust sale and insider activity. The most recent Q3 2026 earnings beat ($1.71 EPS vs $1.67 estimate; revenue $1.8B vs $1.78B; +20% YoY) reflected Paycor integration synergies. Paychex will present at the J.P. Morgan TMC Conference on May 19. Consensus rating is Hold with a $111.67 target.
Paychex's board declared a regular quarterly cash dividend of $1.19 per share, a 10% increase from the prior $1.08, with a record date of May 13, 2026, and payment on May 29, 2026. This is Paychex's fifth consecutive double-digit dividend increase, and management expects to return more than $1.5 billion to shareholders in fiscal 2026. The yield is approximately 4.6% at recent prices, with PAYX trading near $93.99 on May 12. Average analyst price target sits at $111.67 (implying ~20% upside), with consensus rating Hold across 16 analysts. UBS recently trimmed its price target to $94 from $98. Paychex is scheduled to present at the J.P. Morgan 2026 Global TMT Conference on May 19.
Paychex stock approaches ex-dividend date of May 13 with a 10% increase quarterly dividend to $1.19/share, supporting a 4.6% yield. Recent Q3 fiscal 2026 results beat estimates with adjusted EPS of $1.71 and revenue of $1.8B (up 20% YoY) driven by management solutions and PEO segments. Despite strong fundamentals, shares trade near 52-week low at $92-94 range, with analyst caution about high payout ratio and competitive pressures. Recent product launches include Paychex Flex with Bill Pay (BILL partnership) and a PayPal integration in Flex Perks platform. Consensus rating is Hold with $111.67 average price target implying 20% upside.
Paychex declared a regular quarterly cash dividend of $1.19 per share on May 1, a 10% increase ($0.11) from the prior $1.08 dividend, payable May 29 to shareholders of record May 13. This marks the fifth consecutive double-digit dividend increase. The company plans to return over $1.50 billion in dividends for fiscal year ending May 31, 2026, underscoring balanced capital allocation. Paychex is scheduled to participate in the J.P. Morgan 2026 Global Technology, Media and Communications Conference on May 19 at 1:35 pm EDT. The recently reported Q3 FY26 results exceeded expectations with adjusted EPS of $1.71 vs $1.67 estimate and revenue of $1.8B (+20% YoY) driven by management solutions and PEO. PAYX trades at $93.02 with average analyst PT of $111.67 (Hold consensus).
Paychex reported Q3 FY2027 revenue of $1.81B, up 20% YoY with 22% adjusted operating income growth. The company raised full-year guidance reflecting Paycor integration, robust PEO performance, and accelerated AI adoption. Dividend increased 10% and will pay $1.19 per share. Analysts average 12-month price target of $111.67, up 20% from current levels. Concerns remain about high payout ratio.
Paychex announced new AI-driven advancements in Paycor and Paychex Flex platforms for workforce management. Partnership with PayPal for Paychex Flex Perks marketplace. Launched accounts payable solution via BILL integration through Paychex Flex. Board approved 10% quarterly dividend raise to $1.19/share signaling confidence in cash returns. Small business employment and wage growth tracking positive in Jan 2026 watch.
Paychex reported FY Q3 2026 revenue of $1.81 billion, up 20% YoY, with strong results despite market headwinds. Board approved 10% increase to quarterly dividend to $1.19 per share. New partnership with Tapcheck for real-time earned wage access. AI advancements in Paycor and Paychex Flex platforms announced. Analyst average rating is "Hold" with 12-month PT of $111.67. Morgan Stanley cut PT to $107 from $123; UBS lowered to $94 from $98. Stock trading at $93.02 with 4.66% dividend yield.
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| ADPAUTOMATIC | $226.52 | +2.93% | -1.3% | 18.1x | 0.84 | $88.0B |
| PAYXPAYCHEX | $101.57 | +7.77% | -0.3% | 16.0x | — | $33.8B |
| PAYCPAYCOM | $138.56 | +3.13% | -3.5% | 11.0x | 0.78 | $6.3B |
| CATCATERPILLAR | $933.44 | +7.79% | +0.2% | 29.1x | 1.63 | $398.8B |
| GEGENERAL | $346.55 | +14.84% | +5.5% | 34.8x | 1.35 | $315.3B |
| GEVGE | $960.63 | -7.97% | +3.1% | 42.6x | 1.31 | $280.5B |
Price below 200d MA — bearish structure.