Paychex, Inc. filings document formal disclosures for its human capital management business, including quarterly operating results furnished on Form 8-K, credit facility amendments, capital-return authorizations, and governance changes involving directors and senior officers.
The company's proxy materials and annual-meeting reports address board elections, executive compensation votes, auditor ratification, committee matters, and stockholder voting outcomes. Its filings also describe common-stock repurchase authority, revolving credit facilities, covenant changes, and formal reporting for payroll, HCM, HR Solutions, PEO, ASO, benefits, retirement, and insurance services.
Paychex reported strong fourth-quarter and full-year 2026 results, with double-digit growth in revenue and earnings. Fourth-quarter total revenue rose 12% to $1.61 billion, while diluted EPS increased 43% to $1.17 and adjusted diluted EPS grew 11% to $1.32. Operating income for the quarter rose 40% to $604.7 million and adjusted operating income increased 17% to $675.8 million, driven by revenue growth and lower acquisition-related costs after the Paycor integration.
For fiscal 2026, revenue grew 17% to $6.51 billion, operating income rose 14% to $2.51 billion, and diluted EPS increased 7% to $4.89, with adjusted EPS up 11% to $5.51. The company generated $2.56 billion in operating cash flow and returned $2.2 billion to shareholders through $1.6 billion of dividends and $611.0 million of share repurchases. For fiscal 2027, Paychex expects total revenue growth of 5%–6%, adjusted operating margin of about 44%, and adjusted EPS growth of 7%–9%.
PAYCHEX INC ten percent owner Thomas B. Golisano reported a routine change in holdings on Common Stock. A Cynthia A. Golisano Irrevocable Trust, for which he serves as trustee, made a bona fide gift transfer of 1,032 shares at a reference price of $96.98 per share as part of a quarterly distribution. Following this transaction, Golisano’s direct ownership remained large at 35,653,923 shares, and the trust’s indirect holdings reported for him were 38,218 shares.
PAYCHEX INC Sr. Vice President Elizabeth Roaldsen sold 459 shares of common stock at $90.00 per share on May 13, 2026, leaving 9,335 shares directly owned.
She also holds multiple stock option awards over 11,518, 14,291, 2,119 and 12,164 underlying shares with exercise prices between $117.98 and $140.68, expiring from 2033 to 2035.
Fidelity Brokerage Services LLC filed a Form 144 reporting a proposed sale of 459 shares of Common Stock of PAYX. The filing lists restricted stock vesting items of 07/15/2024 for 387 shares and 10/15/2024 for 72 shares.
PAYCHEX INC director Joseph M. Velli reported a routine options exercise. He exercised stock options covering 10,220 shares of common stock at an exercise price of $60.59 per share, described as options approaching their 10-year expiration date. Following the exercise, he directly holds 89,564 shares of PAYCHEX common stock.
He continues to hold multiple stock option awards on PAYCHEX common stock, with exercise prices ranging from $57.20 to $140.68 and expiration dates between 2027 and 2035. The filing shows an option exercise but no reported open-market sale of shares.
PAYCHEX INC major shareholder Thomas B. Golisano reported a bona fide gift of 109,300 shares of Paychex common stock on May 6, 2026. The shares were gifted to various non-profit organizations. Following the gift, he held 35,653,923 shares directly and 39,250 shares indirectly through the Cynthia A. Golisano Irrevocable Trust.
Paychex Rule 144 notice reports restricted/common shares sold by the B. Thomas Golisano Revocabl[e] Living Trust. The excerpt lists a sale of 109,300 shares dated 05/06/2026 and a sale of 163,930 shares dated 05/04/2026. The filing lists Merrill Lynch, Pierce, Fenner & Smith Incorporated as the broker and notes NASD in the securities line.
B. Thomas Golisano Revocable Living Trust reported a proposed sale of 163,930 shares of Common Stock of Paychex. The broker listed is Merrill Lynch, Pierce, Fenner & Smith Incorporated and the filing shows the date 05/04/2026.
PAYCHEX INC major shareholder Thomas B. Golisano reported a bona fide gift of 163,930 shares of common stock on May 4, 2026, described as a gift of shares to various non-profit organizations. The shares were valued at $93.21 each for reporting purposes.
After the gift, Golisano directly holds 35,763,223 shares of Paychex common stock and indirectly holds 39,250 shares through the Cynthia A. Golisano Irrevocable Trust U/A dated June 13, 2005. The filing shows a charitable transfer rather than an open-market sale or purchase.
Paychex Inc reporting person Vanguard Capital Management states it beneficially owns 24,271,194 shares of Common Stock, representing 6.77% of the class as of 03/31/2026. The filing attributes sole voting power for 3,305,924 shares and sole dispositive power for 24,271,194 shares. The report notes holdings include securities held by Vanguard funds and affiliated advisory units as described under SEC Release No. 34-39538.