Paychex stock rating reiterated at Sector Perform by RBC Capital

Published 01/10/2025, 13:36
Paychex stock rating reiterated at Sector Perform by RBC Capital

Investing.com - RBC Capital has reiterated its Sector Perform rating on Paychex (NASDAQ:PAYX) with a price target of $150.00, representing potential upside from the current price of $126.76. According to InvestingPro data, the stock is currently trading near its 52-week low of $119.02.

The firm noted that Paychex’s PEO and Insurance Solutions revenues fell below expectations, with the shortfall primarily attributed to weakness in the Insurance Solutions segment.

Despite these challenges, Paychex reported mid-single-digit worksite employee (WSE) growth in its Professional Employer Organization (PEO) business and double-digit bookings. The company also reaffirmed expectations for improved PEO growth as it moves past the Florida MPP headwinds.

RBC Capital observed that Paychex’s second-quarter fiscal 2026 revenue and margin guidance came in below expectations, though the company maintained its forecast for robust margin expansion in the second half of fiscal 2026.

The anticipated margin improvements are expected to benefit from normal seasonality patterns and synergy tailwinds, while RBC continues to monitor the back-half loaded revenue growth and margins given the challenging macroeconomic environment.

In other recent news, Paychex Inc . reported its first-quarter fiscal year 2026 earnings with an adjusted diluted earnings per share (EPS) of $1.22, slightly surpassing the forecast of $1.20. The company achieved a 17% increase in total revenue, reaching $1.54 billion, aligning with expectations. Despite these positive financial results, several analyst firms have adjusted their outlooks on the company. Stifel has lowered its price target for Paychex to $137 while maintaining a Hold rating, citing integration challenges despite a stable macroeconomic backdrop. Wolfe Research also reduced its price target to $130, maintaining an Underperform rating, following what it described as mixed results. Additionally, BMO Capital adjusted its price target to $140, highlighting uncertainties in the business despite "okay" first-quarter results. These recent developments provide a varied perspective from analysts on Paychex’s financial performance and future outlook.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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