Paycom Software, Inc. (PAYC)

Paycom Software, Inc. stock price has experienced a significant decline over the past six months. The stock decreased by 29.69% in the last six months. A notable event impacting the stock was the Q3 2025 earnings report on November 5, 2025. Following this earnings release, shares of Paycom dropped more than 11%, likely due to slower-than-expected sequential revenue growth compared to Q2 and an overall weak sentiment for PAYC. Analysts have also lowered price targets for Paycom in late 2025.

Demand seasonality for Paycom Software, Inc.'s products and services is influenced by the nature of payroll and HR-related activities. The first and fourth quarters tend to exhibit higher demand. Historically, buying Paycom Software Inc (PAYC) stock in August has shown the highest probability of a positive return (75.00%), while December has the lowest probability (30.77%).

Paycom Software, Inc. is a leading provider of cloud-based human capital management (HCM) software solutions, delivered as SaaS. Founded in 1998 and headquartered in Oklahoma City, Oklahoma, Paycom operates within the Technology Services sector. Paycom's integrated platform manages the entire employment lifecycle, offering functionality and data analytics for businesses. Its major products and services include talent acquisition, time and labor management, payroll, talent management, and HR management. Paycom is recognized for being one of the first fully online payroll providers and for its proprietary, single-database software. The company's revenue is primarily generated through recurring subscription fees.

Paycom Software, Inc. maintains a strategic network of offices primarily across the United States to support its national operations and sales reach. Its corporate headquarters is located in Oklahoma City, Oklahoma. The company also has regional and inside sales offices in key U.S. markets. While its direct operations and physical offices are concentrated in the U.S., Paycom's cloud-based HCM software solutions are designed for U.S.-headquartered companies to manage their employees globally. Paycom's services are available in the United States, Canada, Mexico, the United Kingdom, and Ireland.

Paycom Software, Inc. has maintained a strong brand reputation over the past year, particularly regarding trustworthiness, company culture, and employee satisfaction. Paycom was named one of the "Most Trustworthy Companies in America 2025" by Newsweek for the fourth consecutive year. In December 2024, Paycom ranked in the top 10 for "Best Company Culture," "Best Compensation," and "Best CEO" in awards from Comparably. Some reports from late 2024 and early 2025 indicate concerns regarding Paycom's product leadership potentially narrowing due to a singular focus on its Beti product. Customer retention also reportedly deteriorated from 94% in 2021 to 90% in 2023. However, Paycom has addressed these concerns by increasing R&D spending and having product teams report directly to the CEO.

Paycom Software, Inc. has a mixed ownership structure comprising institutional investors, individual investors, and insiders. Approximately 77.86% to 87.77% of the company's stock is held by institutional investors. Individual investors hold around 10.42% to 11.35% of the stock. Insiders, including executives, hold approximately 10.90% to 11.48% of the company's stock.