Reinhart Partners acquired approximately $95.28 million worth of Paycom shares (537,726 shares) in Q4 2025, increasing its stake to 2.9% of fund assets. However, the article notes significant headwinds for Paycom, including a 70% stock decline since 2021, slowing revenue growth from 30% to under 10%, and concerns about AI disruption to its SaaS payroll and HR software business model.

Sather Financial Group increased its stake in Paycom Software by 18,035 shares (worth ~$3.2 million) in Q4 2025, bringing its total position to 268,030 shares valued at $42.71 million. Despite the additional investment, the position's value declined by $9.32 million due to share price depreciation. Paycom trades near five-year lows with significantly decelerated growth (10% in first nine months of 2025 vs. 25%+ historically), but now offers a more attractive valuation at a P/E ratio of 19 compared to pandemic-era multiples exceeding 150.

As companies focus on cost-cutting and operational efficiency in 2026, software platforms that automate payroll, accounts payable, and human capital management are positioned to benefit. Three stocks highlighted are ADP (a blue-chip dividend king with consistent growth), BILL Holdings (a turnaround story in business payments automation), and Paycom Software (specializing in employee self-service HCM automation with potential 40% upside).

Paycom Software has declined 72% from its 2021 peak but maintains solid fundamentals with 9.1% revenue growth, double-digit recurring revenue growth, expanding EBITDA margins, and aggressive share buybacks. Trading at 15x forward earnings with zero debt, the analyst views it as a buying opportunity despite competitive pressures and growth deceleration risks.

During the third-quarter earnings season, several high-profile companies experienced significant stock price drops after reporting their results. The article highlights three beaten-down stocks that the author believes are still worth investing in despite market reactions.

Asset management firm Amiral Gestion nearly tripled its position in Paycom Software, acquiring 54,000 shares worth approximately $11 million in Q3 2025, demonstrating strong conviction in the human capital management platform provider.

Paycom reported slower revenue growth and limited adjusted net income gains in Q1 2025, but CEO Chad Richison highlighted the role of automation and sales execution in driving growth. The company modestly increased its full-year 2025 guidance, and the stock rose after the report despite the slower growth.

The article discusses five stocks that are worth buying in the current market turmoil: Intel, AT&T, IBM, Berkshire Hathaway, and Paycom. It highlights the key reasons for investing in each company, such as their strong financial positions, growth prospects, and ability to weather economic uncertainty.

Paycom Software's fourth-quarter results exceeded expectations, with revenue rising 14% and adjusted net income growing 18% year-over-year. However, the company's guidance for 2025 suggested a slowdown in growth, leading to uncertainty among investors.

Paycom Software reported a strong fourth-quarter earnings beat with impressive revenue growth, although client count growth remained flat. The company showcased robust performance, with revenue, adjusted EPS, and adjusted EBITDA all exceeding expectations. However, the flat client count growth was a point of concern.

Several large-cap stocks, including Novo Nordisk, Super Micro Computer, and Arm Holdings, experienced significant losses last week. The declines were attributed to various factors, such as negative trial results, index changes, and legal disputes.

Paycom and Hanesbrands have faced challenges, but both companies are positioning themselves for potential gains in 2025 and beyond. Paycom is sacrificing near-term growth to focus on a long-term opportunity, while Hanesbrands is stabilizing its business and balance sheet.