PAYC — Paycom Software, Inc.

Founder-Led

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

About Paycom Software, Inc.

Paycom Software, Inc. provides cloud-based human capital management (HCM) solution delivered as software-as-a-service for small to mid-sized companies in the United States. The company offers functionality and data analytics that businesses need to manage the employment life cycle from recruitment to retirement. The company's HCM solution offers payroll applications comprising better employee transaction interface, payroll and payroll tax managem… Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$132.28
Market Cap$6.26B
Float39.8M
Shares Outstanding46.6M
P/E (Forward)13.00
P/E (TTM)15.55
Price/Sales (TTM)2.99
vs. Analyst Target+13.8% to analyst PT
Profit Margin22.44%
Operating Margin (TTM)36.76%
Revenue (TTM)$2.09B
Earnings Growth (YoY)22.60%
Dividend Rate1.5%
Analyst Target Price$150.56 (20 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 $841M $143M $718M $239M
2021 $1.06B $196M $894M $323M
2022 $1.38B $281M $1.16B $485M
2023 $1.69B $341M $1.42B $588M
2024 $1.88B $502M $1.55B $798M
2025 $2.05B $453M $1.61B $799M

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Jun 2025 $484M $89.5M
Sep 2025 $493M $111M
Dec 2025 $544M $114M
Mar 2026 $572M $156M

Ownership & Float

Insider Ownership13.8%
Institutional Ownership101.5%
Short Float11.2%
% of All Funds Holding6.81%
Number of Funds Holding560

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$128.00Near-term / short-term trend
Weekly40-Week SMA$157.86Medium-term trend
Weekly80-Week SMA$191.33Cyclical trend (business cycle)
Weekly200-Week SMA$225.73Secular trend (multi-year)
Monthly10-Month SMA$158.41Near-term monthly trend
Monthly20-Month SMA$191.20Medium-term monthly trend
Monthly40-Month SMA$210.23Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$159.00 resistance 1.35x 3 months ago
$186.00 resistance 1.22x 5 months ago
$208.00 resistance 1.12x 6 months ago

Historical Earnings Reactions (49 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap 1.10% 1.61% 65.31% 21.47% -37.73%
1 Day 1.58% 1.84% 57.14% 21.35% -38.49%
1 Week 2.15% 1.13% 55.10% 31.90% -31.62%
2 Weeks 3.28% 1.61% 57.14% 44.90% -27.70%
1 Month 5.03% 4.33% 58.33% 49.01% -25.74%

Next earnings: July 25, 2026 (57 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

MonthAvg ReturnWin RateSamples
Jan-1.4%50.0%12
Feb3.9%58.3%12
Mar1.2%66.7%12
Apr3.0%66.7%12
May-0.3%58.3%12
Jun2.9%58.3%12
Jul4.8%75.0%12
Aug11.3%75.0%12
Sep-4.3%41.7%12
Oct4.1%75.0%12
Nov5.3%50.0%12
Dec-3.2%25.0%12

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday 0.05% 56.5% 570
Tuesday 0.07% 52.4% 628
Wednesday 0.12% 51.7% 625
Thursday 0.25% 57.0% 612
Friday 0.08% 55.2% 610

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 101.5%

Insider Transactions — Smart Summary

Total insider ownership: 13.8%

Founder-led management: Chad Richison (Chief Executive Officer and Chairman)

12-Month Insider Activity Summary

Total Filings7
Net Value-$9.8M
Net Shares Change-41,125
% of Float-0.1%
C-Suite Filings7
Clusters Detected1

Key Insiders

NameTitleNet ValueFilingsActivity
Richison Chad R. CEO, President and Chairman -$8.0M 1 N/A
Peck Randall Chief Operating Officer -$960,212.359 3 3 sell
Smith Bradley Scott Chief Information Officer -$709,837.65 2 N/A
Foster Robert D. Chief Financial Officer -$211,458 1 1 sell

Transaction Clusters

PeriodFilingsInsidersNet ValueSeniority
2025-06-04 – 2025-06-16 3 3 -$8.6M 3 C-suite

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-05-18 Peck Randall Chief Operating Officer -$351,250 Transaction at $140.50, now -5.9%
2025-12-11 Foster Robert D. Chief Financial Officer -$211,458 Transaction at $162.66, now -18.7%
2025-12-05 Peck Randall Chief Operating Officer -$363,540.789 Transaction at $165.85, now -20.2%
2025-06-04 Peck Randall Chief Operating Officer -$245,421.57 Transaction at $261.38, now -49.4%
2025-09-16 Smith Bradley Scott Chief Information Officer -$334,899.6 Transaction at $223.27, now -40.8%
2025-06-16 Smith Bradley Scott Chief Information Officer -$374,938.05 Transaction at $249.96, now -47.1%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for Paycom Software, Inc. (PAYC) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for PAYC on Trend Edge →