TD Cowen lowers Paychex stock price target to $140 on limited catalysts

Published 08/09/2025, 15:32
TD Cowen lowers Paychex stock price target to $140 on limited catalysts

Investing.com - TD Cowen has reduced its price target on Paychex (NASDAQ:PAYX) to $140.00 from $149.00 while maintaining a Hold rating on the stock. The company, currently trading at $135.12, appears slightly overvalued according to InvestingPro’s Fair Value model.

The firm expects Paychex to report first-quarter results slightly above Street expectations and affirm its fiscal year 2026 guidance, but sees limited upside catalysts in the near term. InvestingPro data shows 5 analysts have recently revised their earnings estimates downward for the upcoming period.

TD Cowen attributes the recent underperformance in Paychex shares, which have declined 14% over the last three months and 2% year-to-date, to investor concerns about the labor market and skepticism regarding the company’s fiscal 2026 organic management solutions growth guidance of approximately 5%.

The research firm believes these investor concerns are unlikely to ease in the near term, despite expectations that Paychex will broadly affirm its fiscal 2026 guidance after completing just one quarter of the fiscal year.

Paychex, a provider of human resources, payroll, and benefits outsourcing services, has faced pressure as investors question its growth outlook amid changing labor market conditions.

In other recent news, Paychex has been in the spotlight with several noteworthy developments. RBC Capital anticipates that Paychex will report first-quarter fiscal 2026 results slightly above consensus estimates, maintaining a Sector Perform rating and a $150.00 price target. Meanwhile, BMO Capital has initiated coverage on Paychex with a Market Perform rating and a $160.00 price target, noting that the recent Paycor acquisition significantly expands the company’s market opportunities. Paychex has also declared a quarterly cash dividend of $1.08 per share, payable on August 29, 2025, to shareholders of record as of July 21, 2025.

RBC Capital has maintained its $165.00 price target on Paychex, citing mixed growth trends and improved cost synergies from the Paycor integration, despite some challenges in organic growth. However, Morgan Stanley has adjusted its price target to $148.00 from $150.00, citing higher debt concerns but incorporating higher revenue and adjusted diluted earnings per share estimates due to the Paycor acquisition. These developments reflect a dynamic period for Paychex as it navigates growth opportunities and financial adjustments.

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