A Peek at Paylocity Holding's Future Earnings
Benzinga Insights 9 months ago
Earnings
Paylocity Holding (NASDAQ:PCTY) is set to give its latest quarterly earnings report on Thursday, 2026-02-05. Here's what investors need to know before the announcement.
Analysts estimate that Paylocity Holding will report an earnings per share (EPS) of $1.37.
Paylocity Holding bulls will hope to hear the company announce they've not only beaten that estimate, but also to provide positive guidance, or forecasted growth, for the next quarter.
New investors should note that it is sometimes not an earnings beat or miss that most affects the price of a stock, but the guidance (or forecast).
Past Earnings Performance
During the last quarter, the company reported an EPS beat by $0.39, leading to a 4.4% increase in the share price on the subsequent day.
Here's a look at Paylocity Holding's past performance and the resulting price change:
| Quarter | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|
| EPS Estimate | 1.36 | 1.19 | 2.14 | 1.43 |
| EPS Actual | 1.75 | 1.56 | 2.43 | 1.52 |
| Price Change % | 4.00 | 3.00 | -4.00 | -3.00 |
Tracking Paylocity Holding's Stock Performance
Shares of Paylocity Holding were trading at $127.26 as of February 03. Over the last 52-week period, shares are down 39.78%. Given that these returns are generally negative, long-term shareholders are likely bearish going into this earnings release.
Insights Shared by Analysts on Paylocity Holding
For investors, grasping market sentiments and expectations in the industry is vital. This analysis explores the latest insights regarding Paylocity Holding.
Analysts have provided Paylocity Holding with 5 ratings, resulting in a consensus rating of Buy. The average one-year price target stands at $178.2, suggesting a potential 40.03% upside.
Comparing Ratings Among Industry Peers
In this analysis, we delve into the analyst ratings and average 1-year price targets of Paycom Software, Korn Ferry and Robert Half, three key industry players, offering insights into their relative performance expectations and market positioning.
- Analysts currently favor an Neutral trajectory for Paycom Software, with an average 1-year price target of $199.15, suggesting a potential 56.49% upside.
- Analysts currently favor an Buy trajectory for Korn Ferry, with an average 1-year price target of $74.0, suggesting a potential 41.85% downside.
- Analysts currently favor an Buy trajectory for Robert Half, with an average 1-year price target of $32.67, suggesting a potential 74.33% downside.
Overview of Peer Analysis
In the peer analysis summary, key metrics for Paycom Software, Korn Ferry and Robert Half are highlighted, providing an understanding of their respective standings within the industry and offering insights into their market positions and comparative performance.
| Company | Consensus | Revenue Growth | Gross Profit | Return on Equity |
|---|---|---|---|---|
| Paylocity Holding | Buy | 12.46% | $279.79M | 4.11% |
| Paycom Software | Neutral | 9.16% | $407.90M | 6.31% |
| Korn Ferry | Buy | 7.02% | $642.61M | 3.73% |
| Robert Half | Buy | -3.85% | $504.23M | 2.48% |
Key Takeaway:
Paylocity Holding ranks first in revenue growth among its peers. It has the lowest gross profit and return on equity.
Delving into Paylocity Holding's Background
Founded in 1997, Paylocity is a cloud-based human capital management and payroll platform servicing midmarket customers. The company's average client size is around 150 employees. Its products help with recruiting and onboarding, payroll, time and labor, human resources, benefits, learning, and performance and compensation workflows. In fiscal 2025, the company generated over $1.5 billion in revenue across more than 41,000 customers.
Paylocity Holding's Economic Impact: An Analysis
Market Capitalization: Indicating a reduced size compared to industry averages, the company's market capitalization poses unique challenges.
Revenue Growth: Paylocity Holding's remarkable performance in 3 months is evident. As of 30 September, 2025, the company achieved an impressive revenue growth rate of 12.46%. This signifies a substantial increase in the company's top-line earnings. As compared to its peers, the company achieved a growth rate higher than the average among peers in Industrials sector.
Net Margin: The company's net margin is a standout performer, exceeding industry averages. With an impressive net margin of 11.76%, the company showcases strong profitability and effective cost control.
Return on Equity (ROE): Paylocity Holding's ROE surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 4.11% ROE, the company effectively utilizes shareholder equity capital.
Return on Assets (ROA): Paylocity Holding's ROA excels beyond industry benchmarks, reaching 1.11%. This signifies efficient management of assets and strong financial health.
Debt Management: Paylocity Holding's debt-to-equity ratio is below industry norms, indicating a sound financial structure with a ratio of 0.12.
To track all earnings releases for Paylocity Holding visit their earnings calendar on our site.
This article was generated by Benzinga's automated content engine and reviewed by an editor.