Sather Financial Increases Stake in Paycom Software
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2d ago
0mins
Source: NASDAQ.COM
- Share Increase: Sather Financial Group Inc disclosed in an SEC filing on January 26, 2026, that it purchased an additional 18,035 shares of Paycom Software during Q4, with an estimated trade size of $3.20 million, indicating ongoing confidence in the company.
- Position Value Decline: Despite the increase in shares, the total position value in Paycom fell by $9.32 million, reflecting the impact of share price movements and new purchases, suggesting market concerns about future growth.
- Market Performance: Paycom's stock is currently trading near a five-year low, with revenue growth declining from over 25% five years ago to around 10% in the first nine months of 2025, indicating a slowdown that may affect investor sentiment.
- Valuation Appeal: Despite challenges, Paycom's P/E ratio is approximately 19, significantly down from over 150 during the pandemic, making it appear more attractive in the current market environment and potentially offering opportunities for long-term investors.
Analyst Views on PAYC
Wall Street analysts forecast PAYC stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for PAYC is 201.82 USD with a low forecast of 165.00 USD and a high forecast of 245.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
14 Analyst Rating
3 Buy
11 Hold
0 Sell
Hold
Current: 142.190
Low
165.00
Averages
201.82
High
245.00
Current: 142.190
Low
165.00
Averages
201.82
High
245.00
About PAYC
Paycom Software, Inc. is a provider of a comprehensive, cloud-based human capital management (HCM) solution delivered as software-as-a-service (SaaS). The Company provides functionality and data analytics that businesses need to manage the complete employment lifecycle, from recruitment to retirement. Its solution requires virtually no customization and is based on a core system of record maintained in a single database for all HCM functions, including talent acquisition, time and labor management, payroll, talent management and human resources (HR) management applications. The Company's applications streamline client processes and provide clients and their employees with the ability to directly access and manage administrative processes, including applications that identify candidates, on-board employees, manage time and labor, administer payroll deductions and benefits, manage performance, terminate employees and administer post-termination health benefits, such as COBRA.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
