AlphaYou
Overview
Smart money at a glance
Filings to Oct 1, 2026Net selling: insiders sold $670K and bought $0 on the open market in 90 days (SEC Form 4). Congress: no trades disclosed in 180 days.
- Company insidersSEC Form 4, last 90 days
- -$670K netNet selling
- CongressSTOCK Act, last 180 days
- NoneNo trades disclosed
- Big fundsSEC 13F, quarter ended Jun 30, 2026
- 3 added, 3 cutEven
Key stats
Fundamentals Sep 30- Open
- $221.01
- 52-wk high
- $244.98
- High
- $222.81
- 52-wk low
- $104.15
- Low
- $219.06
- Prev close
- $220.81
- Mkt cap
- $9.85B
- P/E
- 23.4x
- Volume
- 442.2K
- Fwd P/E
- 16.7x
- Beta
- 0.79
- Div yield
- 0.68%
- P/S
- 4.6x
- P/B
- 17.5x
- Profit margin
- +22.8%
- Op margin
- +31.7%
- ROE
- +41.1%
What do analysts expect?
Analyst target and ratings are on paid plans
See the 12-month consensus target and the buy/hold/sell rating split.
Unlock the full resultsQuestions about PAYC filings
Are insiders buying or selling Paycom Software, Inc. (PAYC) stock?
Net selling: insiders sold $670K and bought $0 of PAYC stock on the open market in the 90 days to Oct 1, 2026, according to SEC Form 4 filings. The largest was Hadlock, Terrell Shane (President/Chief Client Officer), who sold $670K. The latest filing was on Aug 31, 2026.
Which members of Congress have traded PAYC recently?
None. No member of Congress disclosed a PAYC trade with a trade date in the last 180 days, according to House and Senate STOCK Act filings.
How current is this PAYC smart-money data?
This summary uses filings available on Oct 1, 2026. Insiders must report trades to the SEC within 2 business days, members of Congress have up to 45 days to disclose a trade, and funds file 13F holdings up to 45 days after each quarter ends, so the latest moves may not be public yet.
Smart money
8 funds hold a position and insiders have been net selling.
What funds are doing
Buys/Adds (1)
- GA
Gotham Asset
$37.5M
added
Sells/Trims (2)
- MI
Millennium
$66.9M
trimmed
- MI
Millennium
$41.1M
trimmed
What insiders are doing
What Congress is doing
Buys (1)
Sells (2)
How top traders are positioned
No tracked top-trader positions in PAYC right now.
Live Hyperliquid positioning - not every stock is covered
Activist stakes, short interest & more
Earnings
Earnings came in 25.1% above what analysts expected.
Earnings per share
$1.87 expected
Reports Nov 4, 2026, in 34 days
Estimates as of Oct 1, 2026
EPS expected
$2.42 to $3.09
Revenue expected
19 analysts
Last 30 days
Analysts raising estimates
Estimate drift
Change in 30 days
Financials
What it sold, what it cost, what was left.
| USD | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|
| What came in | ||||
| Revenue | $493.3M | $544.3M | $571.9M | $531.2M |
| Cost of what it sold | $109.0M | $113.6M | $114.0M | $89.1M |
| Gross profit | $384.3M | $430.7M | $457.9M | $442.1M |
| What it spent | ||||
| Research and development | $74.1M | $72.2M | $60.7M | $51.9M |
| Sales and admin | $71.6M | $71.1M | $69.4M | $77.3M |
| Other operating costs | $126.0M | $130.2M | $117.6M | $144.4M |
| Total operating expenses | $271.7M | $273.5M | $247.7M | $273.6M |
| What was left | ||||
| Operating profit | $112.6M | $157.2M | $210.3M | $168.5M |
| Interest on debt | $1.1M | $800.0K | $4.0M | $10.5M |
| Profit before tax | $152.8M | $159.2M | $215.3M | $156.9M |
| Tax | $42.1M | $45.4M | $59.5M | $49.5M |
| Net profit | $110.7M | $113.8M | $155.7M | $107.4M |
| EBITDA | $198.8M | $209.4M | $270.4M | $219.7M |
Technicals
Price structure
This stock's price action is mixed.
Trend
Mixed
45 / 100
RSI 14
20D volatility
52-week range
20D support
20D resistance
Returns
Price vs moving averages
Volume pace
News
What the news says
Coverage is bullish
Paycom Software stock heads into the open after a 0.19 percent drop
NeutralSep 25ADP revenue grows 6.77%, outpacing professional services peers
Leans bullishSep 24Paycom Software stock slips before the bell after a 1.08 percent drop
Leans bearishSep 24Paycom Software stock holds near USD 225 as targets rise
Leans bullishSep 23Paychex stock faces earnings test with shares at USD 113.52
NeutralSep 23Paycom Software stock heads into the open after a 0.10 percent gain
NeutralSep 23PAYC 13-DAY DEADLINE ALERT: Hagens Berman, National Trial Attorneys, Encourages Paycom Software (PAYC) Investors with Substantial Losses to Contact Firm's Attorneys Before Jan. 9th Deadline in Securities Fraud Lawsuit
BearishSep 23Paycom Software stock holds at USD 226.28 as targets rise
NeutralSep 22
Macro
30 macro signals shaping PAYC right now
Unlock sector rotation, regime shifts, and macro event windows tied to this stock.
Unlock the full results