PAYC develops and sells cloud-based software for human resources management, providing data and analytics to manage the full employment cycle. The company’s second-quarter 2026 report showed revenue of $531 million (a 10% year-over-year gain), GAAP net income of $107 million or $2.34 per diluted share (a 20% jump), returned $346 million to shareholders through repurchases, and increased full-year revenue and adjusted EBITDA guidance to a high end of $2.212 billion and $1.022 billion, respectively. The company reports again on Nov. 4.
It’s no wonder PAYC shares are up 65% this year – and they could rise more. MoneyFlows data shows how Big Money investors are once again betting heavily on the forward picture of the stock.
Big Money Rushes to Paycom
Institutional volumes reveal plenty. In the last year, PAYC has enjoyed strong investor demand, which we believe to be institutional support.
Each green bar signals unusually large volumes in PAYC shares. They reflect our proprietary inflow signal, pushing the stock higher:
Plenty of technology names are under accumulation right now. But there’s a powerful fundamental story happening with Paycom.
Paycom Fundamental Analysis
Institutional support and a healthy fundamental backdrop make this company worth investigating. As you can see, PAYC has had strong sales and earnings growth:
- 3-year sales growth rate (+14.4%)
- 3-year EPS growth rate (+21.3%)
Source: FactSet
Also, EPS is estimated to ramp higher this year by +15.6%.
Now it makes sense why the stock has been generating Big Money interest again. PAYC has a track record of strong financial performance.
Marrying great fundamentals with our proprietary software has found some big winning stocks over the long term.
Paycom has been a top-rated stock at MoneyFlows. That means the stock has unusual buy pressure and growing fundamentals. We have a ranking process that showcases stocks like this on a weekly basis.
It’s made the rare Outlier 20 report 64 times since 2015, gaining 620% in that time. The blue bars below show when PAYC was a top pick this year…institutions are still buying:
Tracking unusual volumes reveals the power of money flows.
This is a trait that most outlier stocks exhibit…the best of the best. Big Money demand drives stocks upward.
Paycom Price Prediction
The PAYC revival isn’t new at all. Big Money buying in the shares is signaling to take notice. Given the historical gains in share price and strong fundamentals, this stock could be worth a spot in a diversified portfolio.
Disclosure: the author holds long positions in PAYC in personal and managed accounts at the time of publication.
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