Paycom Software Inc Stock Price, News & Analysis

Paycom (NYSE: PAYC) reported third quarter 2025 results: total revenue $493.3M (+9.1% YoY) with recurring and other revenue $466.5M (+10.6% YoY; 94.6% of total).

GAAP net income $110.7M or $1.96 diluted EPS; third quarter non-GAAP net income $109.6M or $1.94 diluted EPS. Adjusted EBITDA $194.3M (39% of revenues).

Cash and cash equivalents were $375.0M at 9/30/2025. During Q3 Paycom paid $21.1M in dividends and repurchased 1,023,790 shares for $223.4M. Total debt was $0.

Full-year 2025 guidance: revenue $2.045B–$2.055B (~9% growth at midpoint), recurring revenue growth ~10%, interest on client funds ~$113M, and adjusted EBITDA $872M–$882M (~43% margin at midpoint).

Paycom (NYSE: PAYC) announced that its Board of Directors declared a cash dividend of $0.375 per share. The dividend is payable on Dec. 8, 2025 to shareholders of record at the close of business on Nov. 24, 2025.

This declaration sets the payment and record dates and communicates a return of cash to shareholders for the quarter.

Paycom Jim Thorpe Award (NYSE: PAYC) semifinalists for 2025 were announced by the Oklahoma Sports Hall of Fame and Jim Thorpe Association on Oct. 28, 2025. Fifteen defensive backs from seven conferences and one independent school were named; semifinalists were chosen by a screening committee based on on-field performance, athletic ability and character. Three finalists will be selected the Sunday before Thanksgiving and announced on Nov. 25, 2025, with the winner revealed on ESPN during The Home Depot College Football Awards on Dec. 12, 2025. The official banquet honoring the winner is scheduled for Feb. 10, 2026 in Oklahoma City.

Paycom (NYSE: PAYC) released a PSB Insights survey showing HR technology upgrades top priorities for 2026. Key findings: 43% plan HR tech upgrades; 80% expect to buy new HCM software in 12 months; 15% rank increased AI use as top priority; nearly one-third cite repetitive tasks as a major driver; 28% flagged inefficient workflows/unreliable data as shaping 2026 goals.

Forrester data cited: organizations use an average of 6.17 providers, 77% store data across multiple HCM databases, and 80% said disparate data hurt reporting; 91%+ expressed interest in single-database HCM solutions.

Paycom (NYSE: PAYC) will release third-quarter results for the period ended Sept. 30, 2025 after market close on Nov. 5, 2025. A conference call to discuss results is scheduled the same day at 5:00 p.m. Eastern. The call will be webcast at investors.paycom.com and a replay will be available from Nov. 5 through Nov. 12, 2025. Key dial-in details: domestic +1 (833) 470-1428, international +1 (646) 844-6383, access code 085492. Replay numbers include +1 (866) 813-9403 and international +1 (929) 458-6194 with replay code 505363.

Paycom (NYSE: PAYC) updated its Direct Data Exchange analytics after an EY study estimating rising labor and nonlabor costs for manual HR tasks in 2025. EY found the average manual data-entry cost at $4.86 per instance in 2025 (was $4.78 in 2023) and higher when manual payroll tasks are included ($5.68 average). Manual payroll creation rose by $5.73 to $20.83 per instance. EY reported task costs up to $23.27 for comparing benefit plans and $11.75 to manually locate employee information. Paycom cited a $5 million savings identified for The Kraft Group and said its Beti payroll tool cut payroll labor by 90%, saving > 2,600 hours annually.

Paycom (NYSE: PAYC) launched a national advertising campaign titled Know It All on October 14, 2025, starring James Marsden.

The 60-second commercial highlights Paycom's command-driven AI engine IWant, presented as a tool for executives, managers and HR teams to access timely workforce information and act faster. The spot emphasizes improved leadership, productivity and human connection and will air on major cable networks and streaming platforms including YouTube TV, Roku, Peacock, HBO Max and Disney+.

Paycom positions the campaign as a follow-up to its prior Unnecessary Action Hero campaign and offers demos of IWant on its website.

Paycom Software (NYSE:PAYC), a leading cloud-based human capital management software provider, has announced its participation in Citi's 2025 Global TMT Conference. The presentation is scheduled for September 3, 2025, at 2:50 p.m. Eastern in New York City.

Investors can access the live webcast through the "Events" tab on investors.paycom.com. The presentation may include forward-looking information, and a replay will be available for 90 days following the event.

Paycom Software (NYSE:PAYC) has announced key leadership changes in its technology and automation divisions. Shane Hadlock has been promoted to a dual role as Chief Client Officer and Chief Technology Officer, overseeing both IT operations and client service groups. Rachael Gannon, who joined Paycom in 2013, has been elevated to Chief Automation Officer, leading the Software department and product strategy.

Additionally, Brad Smith, who served as CIO for seven years, has transitioned to the role of Senior Technical Strategist, continuing to report to CEO Chad Richison. These strategic appointments aim to enhance Paycom's technical capabilities and drive innovation in its cloud-based human capital management software solutions.