Deals & Moves: Lido Buys LA-Area RIA, Vestwell to Add 30K Gusto 401(k) Plans [Yahoo! Finance]
Paylocity Holding Corporation (PCTY)
Last paylocity holding corporation earnings: 2/4 04:05 pm
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US:NASDAQ Investor Relations:
investors.paylocity.com/investor-relations
Company Research
Source: Yahoo! Finance
The M&A announcements are coming fast and furious to round out a very busy 2025. This week, Wealth Enhancement acquired a registered investment advisor with a broker/dealer managing $2.2 billion in assets, Dynasty Financial Partners firm Procyon acquired a $500 million RIA in Michigan and Texas, and a doctor and healthcare professional-focused practice, Earned, acquired an Ohio RIA managing $900 million . Those were just some of the deals booked this week. Below are more notable ones across the financial advice industry. Lido Advisors, the acquisitive Los Angeles-based RIA that has grown to $38 billion in assets under management, has acquired Stuart Chaussée & Associates, a family-run wealth management firm based in Palos Verdes, Calif. Stuart Chaussée is a fee-only firm founded in 1997, managing over $500 million in assets for high-net-worth clients. Stuart Chaussée runs the firm, which includes his son, an associate financial advisor. Brightstar Law Group advi
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PCTY
News
- Winners And Losers Of Q3: Dayforce (NYSE:DAY) Vs The Rest Of The HR Software Stocks [Yahoo! Finance]Yahoo! Finance
- Paylocity Holding Corporation (PCTY) Presents at Barclays 23rd Annual Global Technology Conference Transcript [Seeking Alpha]Seeking Alpha
- Paylocity (NASDAQ:PCTY) had its "hold (c-)" rating reaffirmed by analysts at <a style="font-weight:bold" href="https://weissratings.com/">Weiss Ratings</a>.MarketBeat
- Vestwell to Acquire Accrue 401k, Becoming the New Home for Nearly 30,000 Guideline Retirement PlansPR Web
- Paylocity (NASDAQ:PCTY) had its "hold (c-)" rating reaffirmed by analysts at <a style="font-weight:bold" href="https://weissratings.com/">Weiss Ratings</a>.MarketBeat
PCTY
Earnings
- 11/4/25 - Beat
PCTY
Sec Filings
- 12/5/25 - Form 4
- 12/5/25 - Form S-8
- 12/5/25 - Form 8-K
- PCTY's page on the SEC website