Polen Global Growth Portfolio Q4 2025 Commentary [Seeking Alpha]
Paycom Software, Inc. (PAYC)
Last paycom software, inc. earnings: 4/28 04:06 pm
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US:NYSE Investor Relations:
investors.paycom.com/corporate-profile/default.aspx
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Source: Seeking Alpha
Top relative contributors to the Portfolio's performance included Eli Lilly, Alphabet, and Shopify. Top absolute contributors were Eli Lilly, Alphabet, and TSMC. The largest relative and absolute detractors in the quarter were Oracle, Paycom Software, and CoStar Group. We believe these drivers can deliver greater than 20% annual free cash flow growth for the next five years. Peach_iStock/iStock via Getty Images Summary The fourth quarter of 2025 felt like a microcosm of the year. Much like the tariff-related drawdown in the first quarter that was followed by a V-shaped recovery, the period saw a sharp 5% sell-off that was quickly erased as global stocks returned to all-time highs. Our emphasis on quality growth investing was challenged by the market's preference for high-beta growth stocks, contributing to underperformance relative to broader indexes during the quarter. Top relative contributors to the Portfolio's performance included Eli Lilly ( LLY ), Alphabet ( GOO
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PAYC
News
- Paycom Software (NYSE:PAYC) was downgraded by analysts at <a style="font-weight:bold" href="https://weissratings.com/">Weiss Ratings</a> from a "hold (c-)" rating to a "sell (d+)" rating.MarketBeat
- Paycom Software, Inc. (PAYC): A Bull Case Theory [Yahoo! Finance]Yahoo! Finance
- Paycom Software (NYSE:PAYC) had its price target lowered by analysts at Cantor Fitzgerald from $170.00 to $135.00. They now have a "neutral" rating on the stock.MarketBeat
- New Study Proves Significant ROI from Paycom's Full-Solution Automation [Yahoo! Finance]Yahoo! Finance
- New Study Proves Significant ROI from Paycom’s Full-Solution AutomationBusiness Wire
PAYC
Earnings
- 11/5/25 - Beat
PAYC
Sec Filings
- 2/2/26 - Form 3
- 1/26/26 - Form 8-K
- 12/17/25 - Form SCHEDULE
- PAYC's page on the SEC website