Paycom Software stock gains after UBS lifts its target
Published on 09/02/2026 at 13:23 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWSPaycom Software, Inc. (ISIN US70432V1026) stock traded at USD 239.10 on September 1, 2026, leaving it just below its 52-week high of USD 242.50 and giving it a market cap of USD 10.77 billion. The move came after UBS raised its price target to USD 285 from USD 205 and kept a Buy rating, a fresh catalyst that arrived on August 6, 2026.
Q2 numbers still matter
Paycom reported Q2 2026 adjusted EPS of USD 2.78, ahead of consensus at USD 2.38, while revenue reached USD 531.2 million versus USD 513.12 million expected. Revenue rose 9.8 percent year over year, and EPS increased from USD 2.06 in the same quarter last year.
The latest data also show a current-year EPS view of USD 10.65, which puts the stock's valuation debate back at the center. A second market snapshot from September 1, 2026 showed the shares opening at USD 239.06, with the 52-week range extending from USD 104.90 to USD 242.50.
Dividend adds support
Paycom also declared a quarterly dividend of USD 0.375 per share, equal to USD 1.50 annualized, with payment scheduled for September 8, 2026. The combination of a near-high share price, a 25.24 trailing P/E and a 0.63 percent forward yield frames the stock as a higher-multiple software name with cash return on top.
Paycom's HCM platform and Beti
Beti remains the clearest product reference in the current debate, alongside Paycom's cloud-based HCM platform for payroll, recruiting and employee management.
Beti stays central
Paycom's platform is built around a single database for payroll, time tracking, benefits administration, recruiting and employee development, and Beti is the tool most often tied to the automation story. That product mix helps explain why the latest quarter's 22.78 percent net margin and 37.06 percent return on equity remain part of the market discussion.
Shares near the top
Paycom Software stock traded at USD 239.10 on September 1, 2026, with a market cap of USD 10.77 billion and a 52-week range of USD 104.90 to USD 242.50. For investors, the key question is whether the Q2 2026 beat and the USD 285 target can keep the shares above the USD 239 area.
Paycom Software at a glance
- Company: Paycom Software, Inc.
- ISIN: US70432V1026
- Ticker: PAYC
- Trading venue: NYSE
- Price (as of September 1, 2026, 12:36 PM EDT): USD 238.21
- Market capitalization: USD 10.74 billion (as of September 1, 2026)
- Sector / Industry: Technology / Software - Application
- Index membership: S&P 500
- Next earnings date: November 4, 2026
