Peers: RGP PPHC EGG ROMA AERT DGNX CRAI ICFI HURN BAH

| Held by: VTI VXF SCHA DFMC FSCC IWC DFAS EES ONEQ BUSM

Index	-
Market Cap	235.71M
Enterprise Value	168.87M
Income	-42.57M
Sales	381.04M
Book/sh	6.31
Cash/sh	6.87
Dividend Est.	-
Dividend TTM	-
Dividend Ex-Date	Dec 11, 2018
Dividend Gr. 3/5Y	- -
Payout	-
Employees	1474
IPO	Nov 27, 1996

P/E	-
Forward P/E	13.68
PEG	-
P/S	0.62
P/B	1.96
P/C	1.80
P/FCF	77.79
EV/EBITDA	10.76
EV/Sales	0.44
Quick Ratio	0.98
Current Ratio	0.98
Debt/Eq	0.53
LT Debt/Eq	0.53
Option/Short	Yes / Yes

EPS (ttm)	-2.25
EPS next Y	0.91
EPS next Q	0.20
EPS this Y	-33.19%
EPS next Y	16.77%
EPS next 5Y	-
EPS past 3/5Y	- -
Sales past 3/5Y	-9.63% -2.44%
EPS Y/Y TTM	52.04%
Sales Y/Y TTM	-7.54%
EPS Q/Q	281.88%
Sales Q/Q	-10.23%
Earnings	Jul 30 AMC
EPS/Sales Surpr.	50.94% 3.43%

Insider Own	39.87%
Insider Trans	-0.22%
Inst Own	58.08%
Inst Trans	-5.87%
ROA	-9.99%
ROE	-30.28%
ROIC	-22.93%
Gross Margin	53.34%
Oper. Margin	-0.92%
Profit Margin	-11.17%
SMA20	4.49%
SMA50	16.44%
SMA200	60.42%
Trades

Shs Outstand	19.28M
Shs Float	11.45M
Short Float	5.37%
Short Ratio	4.43
Short Interest	0.61M
52W High	12.63 -1.98%
52W Low	4.88 153.69%
Volatility	3.86% 4.02%
ATR (14)	0.50
RSI (14)	64.47
Beta	0.99
Rel Volume	0.38
Avg Volume	138.75K
Volume	25,951

Perf Week	1.39%
Perf Month	6.45%
Perf Quarter	74.86%
Perf Half Y	95.58%
Perf YTD	52.46%
Perf Year	28.69%
Perf 3Y	-59.63%
Perf 5Y	-74.63%
Perf 10Y	-70.13%
Recom	3.00
Target Price	12.00
Prev Close	12.20
Price	12.38
Change %	1.48%

Date	Action	Analyst	Rating Change	Price Target Change
Oct-30-23	Downgrade	Barrington Research	Outperform → Mkt Perform
Aug-03-20	Reiterated	Barrington Research	Outperform	$40 → $44
Mar-31-20	Upgrade	Barrington Research	Mkt Perform → Outperform	$34
Aug-29-19	Initiated	Sidoti	Buy
Aug-28-19	Initiated	Sidoti	Buy	$55
Aug-01-19	Reiterated	Maxim Group	Buy	$62 → $59
Feb-28-19	Initiated	Maxim Group	Buy	$62
Oct-31-16	Upgrade	Sidoti	Neutral → Buy
Oct-06-15	Initiated	Barrington Research	Mkt Perform
Oct-28-11	Initiated	Northland Securities	Market Perform
Jul-09-09	Initiated	Robert W. Baird	Neutral	$26
Dec-18-08	Initiated	Noble Financial	Buy	$29
Dec-10-08	Upgrade	William Blair	Mkt Perform → Outperform
Aug-01-08	Reiterated	Boenning & Scattergood	Market Outperform	$33 → $39
Apr-29-08	Initiated	Boenning & Scattergood	Market Outperform	$33
Sep-21-07	Reiterated	Canaccord Adams	Buy	$32 → $29

Show Previous Ratings

Aug-31-26 03:00AM	Why CX budget planning is broken and how to fix it for 2027 (CX Dive)
Aug-19-26 05:00AM	Forrester Introduces AI Disruption Model To Assess AI's Impact On Technology And Service Markets (Business Wire)
Aug-06-26 09:00AM	The United States Department Of The Air Force Selects Forrester To Expand Enterprise Access To Research, Advisory Services, And AI-Enabled Insights (Business Wire)
Jul-31-26 01:05AM	Forrester Research Inc (FORR) (Q2 2026) Earnings Call Highlights: AI Adoption Surges as Revenue ... (GuruFocus.com) +18.07%
Jul-30-26 09:40PM	Forrester Research, Inc. Q2 2026 Earnings Call Summary (Moby) -5.02%
04:32PM	Loading…
04:32PM	Forrester Research: Q2 Earnings Snapshot (Associated Press)
04:05PM	Forrester Research Reports 2026 Second-Quarter Financial Results (Business Wire)
Jul-27-26 09:00AM	Forrester Unveils Agenda For Its 2026 Security & Risk Forum (Business Wire) +7.22%
Jul-16-26 11:00AM	Forrester Research To Broadcast Its 2026 Second-Quarter Earnings Conference Call (Business Wire)
10:54AM	Forrester Global Sovereignty Forecast: Despite Rising Geopolitical Tensions, Technology Sovereignty Will Advance Slowly Through 2030 (Business Wire)
Jul-15-26 05:00AM	Forrester's 2027 Budget Planning Guides: After A Year Of Caution, Business And Tech Leaders Are Ready To Invest Again (Business Wire)
Jul-10-26 04:49PM	IT Keeps Buying What The Market Keeps Selling (Trefis)
Jul-09-26 09:04PM	IT Keeps Buying What The Market Keeps Selling (Trefis)
Jul-01-26 05:46AM	Forrester Announces The Conference Agenda For B2B Forum EMEA 2026 (Business Wire) +9.27%
Jun-26-26 07:57AM	The new CMO playbook: How marketers are balancing broader remits and tighter budgets (Fortune) +7.87%
08:00AM	Loading…
Jun-22-26 08:00AM	Forrester Unveils Agendas For 2026 Technology & Innovation Forums In North America And EMEA (Business Wire) +6.12%
Jun-17-26 04:42AM	Forrester Opens Nominations For Its 2026 B2B Awards In EMEA (Business Wire)
Jun-09-26 03:30AM	Forrester Reveals The Top 10 Highest-Performing Brands In Its 2026 Global Total Experience Score Rankings? At Its CX Events (Business Wire)
May-20-26 12:04PM	Bank CEOs AI Obsession Collides With Warning From Watchdogs (Bloomberg)
May-18-26 09:30AM	Forrester Opens Nominations For Its 2026 Security & Risk Enterprise Leadership Award (Business Wire)
May-07-26 08:30AM	Forrester Research, Inc. Q1 2026 Earnings Call Summary (Moby) +7.22%
May-06-26 05:12PM	Forrester Research: Q1 Earnings Snapshot (Associated Press)
04:05PM	Forrester Research Reports 2026 First-Quarter Financial Results (Business Wire)
Apr-30-26 04:14PM	Alphabet, Amazon Outpace Meta in AI During Earnings Bonanza (Bloomberg)
Apr-28-26 01:30PM	Forrester Launches Forrester AI Agent For Microsoft 365 Copilot To Deliver Research-Driven Insights Into Leaders' Workflows (Business Wire)
Apr-27-26 12:00PM	Forrester: The GTM Singularity Is Collapsing Traditional Go-To-Market Approaches (Business Wire)
Apr-22-26 11:00AM	Forrester Research To Broadcast Its 2026 First-Quarter Earnings Conference Call (Business Wire)
Apr-15-26 09:30AM	Forrester's Top 10 Emerging Technologies For 2026: AI Is No Longer Confined To Digital Workflows (Business Wire)
Apr-07-26 10:00AM	Forrester Opens Nominations For Its 2026 Global Technology Awards (Business Wire)
04:54AM	Could Gartner Stock's Cash Flow Spark the Next Rally? (Trefis)
10:00AM	Loading…
Apr-02-26 10:00AM	Forrester: Three Years Into GenAI, Enterprises Are Still Chasing Its True Transformative Value (Business Wire)
09:00AM	Forrester Announces 2026 B2B Return On Integration Honorees And Programs Of The Year Awards Winners For North America (Business Wire)
Mar-24-26 12:01AM	What Will Advisors Do if AI Takes Over the World? (The Daily Upside)
Mar-12-26 08:40AM	Forrester Continues To Use AI To Transform How Research And Advisory Insights Are Delivered To Clients (Business Wire)
Mar-02-26 09:30AM	Forrester Announces The Agenda For Its 2026 CX Events To Help Address The Challenges AI Can't Handle Alone (Business Wire)
Feb-25-26 08:30AM	Zeta Global Holdings Corp. Q4 2025 Earnings Call Summary (Moby)
Feb-24-26 05:30AM	US e-commerce sales to reach $1.8 trillion by 2030 (Retail Dive)
Feb-19-26 10:30AM	Grammy-Nominated Rock Band The Fray To Headline Forresters 2026 B2B Summit North America (Business Wire)
Feb-13-26 12:04AM	Forrester Research Inc (FORR) Q4 2025 Earnings Call Highlights: AI Innovations Drive Growth ... (GuruFocus.com) -9.66%
Feb-12-26 08:14PM	Forrester Research Q4 Earnings Call Highlights (MarketBeat) -5.34%
08:04PM	Forrester Research, Inc. Q4 2025 Earnings Call Summary (Moby)
07:00PM	Here's What Key Metrics Tell Us About Forrester Research (FORR) Q4 Earnings (Zacks)
06:15PM	Forrester Research (FORR) Q4 Earnings and Revenues Miss Estimates (Zacks)
05:15PM	Forrester Research: Q4 Earnings Snapshot (Associated Press Finance)
04:05PM	Forrester Research Reports 2025 Fourth-Quarter And Full-Year Financial Results (Business Wire)
Feb-02-26 09:00AM	Forrester: Global Technology Spend Will Grow By 7.8% In 2026 To Reach $5.6 Trillion (Business Wire)
Feb-01-26 05:15PM	AI layoffs or AI-washing? (TechCrunch)
Jan-28-26 03:30PM	Forrester Research To Broadcast Its 2025 Fourth-Quarter And Full-Year Earnings Conference Call (Business Wire)
09:00AM	Forrester Evolves Its Global Events Portfolio In Response To How Business Leaders Want To Learn, Connect, And Engage Today (Business Wire)
07:40AM	CGI Group (GIB) Lags Q1 Earnings and Revenue Estimates (Zacks)
Jan-21-26 09:00AM	Forresters 2026 Buyer Insights: GenAI Is Upending B2B Buying As Leaders Face Mounting Pressure To Justify Every Dollar Spent (Business Wire)
Jan-15-26 09:00AM	Forrester Announces The Theme And Agenda For B2B Summit North America 2026 (Business Wire)
Jan-13-26 04:00AM	Forrester: AI-Led Job Disruption Will Escalate, While Fears Of A Job Apocalypse Are Overstated (Business Wire)
Jan-06-26 09:02AM	Here are Palm Valley Capital Fund's Thoughts on Forrester Research (FORR) (Insider Monkey)
Dec-23-25 04:12AM	Companies continue to ratchet up business travel activity (CFO.com)
Nov-17-25 09:00AM	Forrester Announces Call For Nominations For Its 2026 North America B2B Awards (Business Wire)
Oct-30-25 11:00PM	Forrester Research Inc (FORR) Q3 2025 Earnings Call Highlights: AI Access Launch and Financial ... (GuruFocus.com) -12.94%
06:00PM	Compared to Estimates, Forrester Research (FORR) Q3 Earnings: A Look at Key Metrics (Zacks)
05:45PM	Forrester Research (FORR) Q3 Earnings Surpass Estimates (Zacks)
04:40PM	Forrester Research: Q3 Earnings Snapshot (Associated Press Finance)
04:05PM	Forrester Research Reports 2025 Third-Quarter Financial Results (Business Wire)
Oct-29-25 10:03AM	What to Expect from Forrester Research Inc (FORR) Q3 2025 Earnings (GuruFocus.com) -5.76%
Oct-28-25 09:00AM	Forresters 2026 Technology & Security Predictions: As AIs Hype Fades, Enterprises Will Defer 25% Of Planned AI Spend To 2027 (Business Wire)
09:00AM	Forresters 2026 B2C Marketing, CX, & Digital Business Predictions: One-Third Of Brands Will Erode Customer Trust Through Self-Service AI (Business Wire)
09:00AM	Forresters 2026 B2B Marketing, Sales, And Product Predictions: B2B Companies Will Lose More Than $10 Billion Because Of Ungoverned Use Of Generative AI (Business Wire)
Oct-22-25 09:30AM	Forrester Honors Recipients Of Its 2025 Security & Risk Enterprise Leadership Award (Business Wire)
Oct-20-25 10:00AM	Forrester Honors Recipients Of Its 2025 Technology Awards For North America (Business Wire)
Oct-16-25 11:45AM	Forrester Research To Broadcast Its 2025 Third-Quarter Earnings Conference Call (Business Wire)
Oct-08-25 04:30AM	Forrester's 2026 European Predictions: Despite Europe's Push For Regulatory Simplification And Digital Sovereignty, U.S. Tech Dominance Will Prevail (Business Wire) +6.56%
Sep-30-25 05:30AM	Retails love affair with incentivized reviews (Retail Dive)
Sep-24-25 05:00AM	Forrester To Honour Recipients Of Its 2025 Technology Awards At Technology & Innovation Summit EMEA (Business Wire)
Sep-09-25 09:00AM	Forrester Continues To Accelerate Its AI Leadership; Unveils A Self-Service Offering To Deliver Trusted Advice Faster (Business Wire)
Sep-03-25 05:00AM	Forrester To Recognise B2B Return On Integration Honours And B2B Programmes Of The Year Awards Winners At B2B Summit EMEA 2025 (Business Wire)
Aug-28-25 09:00AM	Forrester Secures Over $800K In State And Local Contracts (Business Wire)
Aug-19-25 11:48AM	Cyber, AI drive software spending to double-digit growth through 2029 (CIO Dive)
Aug-08-25 08:48PM	Is the Options Market Predicting a Spike in Forrester Stock? (Zacks)
Aug-03-25 11:16PM	Forrester Announces The APAC Recipients Of Its 2025 Technology Awards (PR Newswire)
Aug-01-25 03:35AM	Forrester Research Inc (FORR) Q2 2025 Earnings Call Highlights: Navigating Growth and Challenges (GuruFocus.com) +12.32%
Jul-31-25 07:00PM	Forrester Research (FORR) Reports Q2 Earnings: What Key Metrics Have to Say (Zacks)
06:00PM	Forrester Research (FORR) Tops Q2 Earnings and Revenue Estimates (Zacks)
04:53PM	Forrester Research: Q2 Earnings Snapshot (Associated Press Finance)
04:05PM	Forrester Research Reports 2025 Second-Quarter Financial Results (Business Wire)
Jul-30-25 10:03AM	What To Expect From Forrester Research Inc (FORR) Q2 2025 Earnings (GuruFocus.com) -6.82%
Jul-29-25 05:00AM	Forrester Announces Full Conference Agenda For B2B Summit EMEA 2025 (Business Wire)
12:00AM	Forrester To Recognize AIA Group As Its 2025 Customer-Obsessed Enterprise Award Winner At CX Summit APAC (PR Newswire)
Jul-28-25 09:00AM	Forrester Announces Full Conference Agenda For Security & Risk Summit 2025 (Business Wire)
Jul-24-25 05:00AM	Forrester Announces Full Conference Agenda For Technology & Innovation Summit EMEA 2025 (Business Wire)
Jul-23-25 09:00AM	Forrester Announces Full Conference Agenda For Technology & Innovation Summit North America 2025 (Business Wire)
Jul-17-25 04:05PM	Forrester Research To Broadcast Its 2025 Second-Quarter Earnings Conference Call (Business Wire)
Jul-16-25 11:00PM	Forrester Announces Full Conference Agenda For CX Summit APAC 2025 (PR Newswire)
Jul-15-25 09:00AM	Forresters 2026 Budget Planning Guides: Leaders Grow More Cautious As Economic Uncertainty Persists (Business Wire)
Jul-09-25 12:00AM	Forrester Announces Full Conference Agenda For Technology & Innovation Summit APAC 2025 (PR Newswire)
Jul-08-25 12:00PM	All You Need to Know About Forrester Research (FORR) Rating Upgrade to Buy (Zacks)
09:40AM	Are Investors Undervaluing Forrester Research (FORR) Right Now? (Zacks)
Jul-01-25 09:35AM	Forresters Total Experience Score Exposes Teslas Brand Dichotomy: Loved By Customers, Shunned By Prospective Buyers (Business Wire)
Jun-25-25 05:00AM	Forrester Introduces The Total Experience Score: A New Metric For Measuring The Power Of A Unified Brand And Customer Experience (Business Wire)
Jun-24-25 11:00AM	Forrester Introduces The Total Experience Score: A New Metric For Measuring The Power Of A Unified Brand And Customer Experience (Business Wire)
10:30AM	Forrester's Brand Experience Index Reveals A Stark Perception Gap Between Customers And NonCustomers Across Industries And Regions (Business Wire)
10:30AM	Forrester's 2025 Global Customer Experience Index Rankings: 21% Of Brands Declined, 6% Improved, And 73% Remained Unchanged (Business Wire)
Jun-18-25 09:19AM	Will Growing Federal IT Spending Boost WYY's Revenue Pipeline? (Zacks)

Forrester Research, Inc. engages in the provision of advisory services. It operates through the following business segments: Research, Consulting, and Events. The Research segment includes the revenues of the research, connect, and analytics products. The Consulting segment consists of project consulting organization. The Events segment refers to developing and hosting in-person and virtual events. The firm serves the business-to-business marketing, sales, information technology, business-to-consumer marketing, and customer experience sectors. The company was founded by George F. Colony on July 7, 1983 and is headquartered in Cambridge, MA.

FounderMr. George F. Colony

Chief Financial OfficerMr. Leo Christian Finn

Chief Research OfficerMs. Sharyn Leaver

Chief Legal Officer & SecretaryMr. Ryan D. Darrah J.D.

Chief Product OfficerMs. Carrie Johnson Fanlo

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Favre Christophe	Chief Sales Officer	Sep 01 '26	Option Exercise	0.00	552	0	14,623	Sep 02 04:13 PM
Darrah Ryan	Chief Legal Officer	Aug 20 '26	Sale	11.78	5,000	58,880	27,244	Aug 20 04:06 PM
Finn Leo Christian	Chief Financial Officer	Aug 20 '26	Sale	11.78	7,000	82,433	34,476	Aug 20 04:04 PM
Leo Christian Finn	Officer	Aug 20 '26	Proposed Sale	11.78	7,000	82,433		Aug 20 04:03 PM
Johnson Carrie	Chief Product Officer	Aug 13 '26	Sale	11.51	5,000	57,550	35,409	Aug 14 10:06 AM
Favre Christophe	Chief Sales Officer	Aug 01 '26	Option Exercise	0.00	634	0	14,372	Aug 04 02:38 PM
Chouinard Scott	Chief Accounting Officer	Aug 01 '26	Option Exercise	0.00	925	0	15,535	Aug 04 02:35 PM
Facemire Michael	Chief Technology Officer	Aug 01 '26	Option Exercise	0.00	2,605	0	9,211	Aug 04 02:34 PM
Cox Andrew	Chief Marketing Officer	Aug 01 '26	Option Exercise	0.00	308	0	5,781	Aug 04 02:30 PM
Gonsalves Jobina	Chief People Officer	Jun 01 '26	Option Exercise	0.00	4,913	0	11,671	Jun 02 01:25 PM
Cox Andrew	Chief Marketing Officer	Jun 01 '26	Option Exercise	0.00	4,264	0	7,041	Jun 02 01:20 PM
Favre Christophe	Chief Sales Officer	Apr 01 '26	Option Exercise	0.00	3,177	0	15,270	Apr 29 03:11 PM
Cox Andrew	Chief Marketing Officer	Apr 01 '26	Option Exercise	0.00	1,816	0	3,500	Apr 02 05:10 PM
Gonsalves Jobina	Chief People Officer	Apr 01 '26	Option Exercise	0.00	5,000	0	8,490	Apr 02 04:41 PM
Chouinard Scott	Chief Accounting Officer	Apr 01 '26	Option Exercise	0.00	4,645	0	16,218	Apr 02 04:39 PM
Finn Leo Christian	Chief Financial Officer	Apr 01 '26	Option Exercise	0.00	14,335	0	45,683	Apr 02 04:38 PM
Johnson Carrie	Chief Product Officer	Apr 01 '26	Option Exercise	0.00	14,335	0	45,762	Apr 02 04:36 PM
Leaver Sharyn	Chief Research Officer	Apr 01 '26	Option Exercise	0.00	10,451	0	31,760	Apr 02 04:35 PM
Facemire Michael	Chief Technology Officer	Apr 01 '26	Option Exercise	0.00	5,994	0	9,461	Apr 02 04:26 PM
Johnson Carrie	Chief Product Officer	Mar 01 '26	Option Exercise	0.00	6,018	0	33,993	Mar 03 04:43 PM
Leaver Sharyn	Chief Research Officer	Mar 01 '26	Option Exercise	0.00	4,073	0	22,682	Mar 03 04:36 PM
Darrah Ryan	Chief Legal Officer	Mar 01 '26	Option Exercise	0.00	3,446	0	28,036	Mar 03 04:27 PM
Cox Andrew	Chief Marketing Officer	Mar 01 '26	Option Exercise	0.00	190	0	1,759	Mar 03 04:22 PM
Favre Christophe	Chief Sales Officer	Mar 01 '26	Option Exercise	0.00	408	0	12,289	Mar 03 04:17 PM
Facemire Michael	Chief Technology Officer	Mar 01 '26	Option Exercise	0.00	288	0	3,603	Mar 03 04:10 PM
Finn Leo Christian	Chief Financial Officer	Mar 01 '26	Option Exercise	0.00	6,266	0	33,518	Mar 03 04:06 PM
Facemire Michael	Chief Technology Officer	Feb 01 '26	Option Exercise	0.00	388	0	3,449	Feb 03 10:42 AM
Finn Leo Christian	Chief Financial Officer	Oct 01 '25	Option Exercise	0.00	5,040	0	28,731	Oct 02 11:01 AM

Open in Screener

PAYX

Paychex Inc

124.25

Sep 03 • 12:31 PM ET +0.25 (0.20%)

Technology Software - Application USA Large NASD

Peers: ADP PAYC PCTY WDAY TNET NSP INTU SAP ALIT GWRE

| Held by: VTI SCHD VOO QQQ VO IVV SPY VTV VOT RSP

Index	NDX, S&P 500
Market Cap	44.19B
Enterprise Value	47.64B
Income	1.76B
Sales	6.51B
Book/sh	10.50
Cash/sh	3.31
Dividend Est.	4.99 (4.02%)
Dividend TTM	4.54 (3.65%)
Dividend Ex-Date	Jul 28, 2026
Dividend Gr. 3/5Y	10.76% 11.94%
Payout	90.61%
Employees	17600
IPO	Aug 26, 1983

P/E	25.41
Forward P/E	19.39
PEG	2.64
P/S	6.79
P/B	11.83
P/C	37.54
P/FCF	19.03
EV/EBITDA	14.10
EV/Sales	7.32
Quick Ratio	1.26
Current Ratio	1.26
Debt/Eq	1.24
LT Debt/Eq	1.23
Option/Short	Yes / Yes

EPS (ttm)	4.89
EPS next Y	6.41
EPS next Q	1.32
EPS this Y	8.19%
EPS next Y	7.51%
EPS next 5Y	7.33%
EPS past 3/5Y	4.39% 10.04%
Sales past 3/5Y	9.15% 9.93%
EPS Y/Y TTM	6.56%
Sales Y/Y TTM	16.88%
EPS Q/Q	43.14%
Sales Q/Q	12.49%
Earnings	Jun 24 BMO
EPS/Sales Surpr.	1.13% 0.31%

Insider Own	10.33%
Insider Trans	-0.09%
Inst Own	85.88%
Inst Trans	-0.54%
ROA	10.75%
ROE	44.77%
ROIC	21.10%
Gross Margin	72.43%
Oper. Margin	45.08%
Profit Margin	27.03%
SMA20	0.63%
SMA50	7.24%
SMA200	19.50%
Trades

Shs Outstand	355.60M
Shs Float	318.95M
Short Float	6.03%
Short Ratio	6.23
Short Interest	19.24M
52W High	138.19 -10.09%
52W Low	85.45 45.40%
Volatility	1.95% 2.24%
ATR (14)	3.02
RSI (14)	57.33
Beta	0.82
Rel Volume	0.79
Avg Volume	3.09M
Volume	1,203,891

Perf Week	-1.77%
Perf Month	5.05%
Perf Quarter	24.89%
Perf Half Y	26.29%
Perf YTD	10.76%
Perf Year	-8.39%
Perf 3Y	1.51%
Perf 5Y	9.37%
Perf 10Y	103.28%
Recom	3.29
Target Price	114.00
Prev Close	124.00
Price	124.25
Change %	0.20%

Date	Action	Analyst	Rating Change	Price Target Change
Jun-15-26	Upgrade	Citigroup	Neutral → Buy	$140
Mar-19-26	Initiated	Guggenheim	Neutral
Mar-13-26	Reiterated	BMO Capital Markets	Market Perform	$121 → $103
Jan-27-26	Initiated	Cantor Fitzgerald	Underweight	$98
Dec-09-25	Reiterated	BMO Capital Markets	Market Perform	$140 → $121
Oct-23-25	Resumed	Citigroup	Neutral	$139
Oct-22-25	Initiated	Wells Fargo	Underweight	$128
Oct-07-25	Initiated	Stephens	Equal-Weight	$135
Oct-01-25	Reiterated	BMO Capital Markets	Market Perform	$143 → $140
Sep-24-25	Reiterated	BMO Capital Markets	Market Perform	$160 → $143
Jul-10-25	Initiated	BMO Capital Markets	Market Perform	$160
Dec-22-23	Downgrade	TD Cowen	Outperform → Market Perform	$132 → $123
Dec-14-23	Upgrade	Barclays	Underweight → Equal Weight	$107 → $126
Nov-07-23	Initiated	UBS	Neutral	$120
Sep-05-23	Initiated	RBC Capital Mkts	Sector Perform	$130
Jun-02-23	Initiated	UBS	Neutral	$115
Apr-03-23	Downgrade	BofA Securities	Neutral → Underperform	$119 → $105
Jan-17-23	Downgrade	Barclays	Equal Weight → Underweight	$110
Mar-09-22	Upgrade	BofA Securities	Underperform → Neutral	$125
Jan-11-22	Upgrade	Cowen	Market Perform → Outperform	$130 → $145

Show Previous Ratings

Sep-01-26 08:30AM	Stable Employment Levels Continue for U.S. Small Businesses in August (GlobeNewswire)
Aug-31-26 09:00AM	WISE at Work: Early Results Show Paychex AI Is Reducing Payroll Errors and Improving Service Efficiency at Scale (GlobeNewswire)
Aug-24-26 11:00AM	Paychex Expands Award-Winning Lifestyle Benefits to 2M+ Employees on the Paycor Platform (GlobeNewswire)
Aug-11-26 05:27PM	Turn The ADP Shares You Own Into A 9.1% Income Stream (Trefis)
08:01AM	ManpowerGroup Elects John B. Gibson Jr. to Board of Directors (PR Newswire)
08:30AM	Loading…
Aug-04-26 08:30AM	U.S. Small Business Employment Landscape Remains Steady (GlobeNewswire)
Aug-03-26 09:30AM	Paychex Expands WISE to Deliver Workforce Intelligence Across Business Tools (GlobeNewswire)
Jul-22-26 09:00AM	Paychex Named One of Selling Power's 60 Best Companies to Sell For (GlobeNewswire)
Jul-16-26 04:15PM	Paychex Declares Quarterly Dividend (GlobeNewswire)
Jul-15-26 01:20PM	Booking, Alphabet, and 7 Other Stocks to Buy Ahead of Earnings (Barrons.com)
01:03PM	Turn The ADP Shares You Own Into A 9% Income Stream (Trefis)
Jul-08-26 03:16PM	The Toughest Questions PAYX Faced On Its Latest Call (Trefis)
Jun-30-26 08:30AM	Paychex Small Business Jobs Index Improves for the Fourth Consecutive Month (GlobeNewswire)
Jun-24-26 05:00PM	Paychex Inc (PAYX) Q4 2026 Earnings Call Highlights: Strong Revenue Growth and AI Innovations ... (GuruFocus.com)
12:43PM	Paychex, Inc. Q4 2026 Earnings Call Summary (Moby)
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11:27AM	Paychex tops fourth quarter earnings, shares dip on 2027 outlook (Proactive)
09:18AM	Paychex beats fourth quarter EPS estimates, stock slides (Investing.com)
08:46AM	Paychex: Fiscal Q4 Earnings Snapshot (Associated Press)
08:30AM	Paychex Reports Fourth Quarter and Full-Year 2026 Results (GlobeNewswire)
05:02AM	Micron headlines Wednesday's earnings (MarketWatch)
Jun-22-26 09:30AM	Paychex Named One of America's Most Trustworthy Companies by Newsweek (GlobeNewswire)
Jun-15-26 02:20PM	Paychex upgraded to Buy by Citi on growth rebound, AI tailwinds (Investing.com)
09:42AM	Datadog upgraded, Accenture downgraded: Wall Street's top analyst calls (The Fly)
09:30AM	Paychex Recognized as a Top WorkTech Company by TIME (GlobeNewswire)
Jun-10-26 09:18AM	Paychex Schedules Fourth Quarter Fiscal 2026 Earnings Conference Call on June 24, 2026 (GlobeNewswire)
Jun-02-26 08:30AM	Paychex Small Business Jobs Index Improves for a Third Consecutive Month (GlobeNewswire)
May-19-26 09:00AM	Announcing the WISE AI Platform for an Agentic Digital Workforce (Business Wire)
May-11-26 02:42PM	These 5 Stocks Yield More Than 5% and Are Still Growing Profits (Barrons.com)
May-05-26 08:30AM	Pace of U.S. Small Business Employment Increases in April (Business Wire)
May-01-26 12:30PM	Paychex Declares a 10% Increase to Quarterly Cash Dividend (Business Wire)
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Apr-13-26 01:23PM	How ADP Stock Could Soar 50% (Trefis)
Mar-25-26 05:00PM	Paychex Inc (PAYX) Q3 2026 Earnings Call Highlights: Strong Revenue Growth and AI Integration ... (GuruFocus.com)
04:40PM	Paychex, Inc. Q3 2026 Earnings Call Summary (Moby)
09:23AM	Paychex beats estimates as Paycor acquisition boosts growth (Investing.com)
09:13AM	Paychex reports double-digit growth in fiscal Q3, beats estimates (Proactive)
08:35AM	Paychex: Fiscal Q3 Earnings Snapshot (Associated Press Finance)
08:30AM	Paychex Reports Third Quarter Results (Business Wire)
Mar-24-26 07:00PM	Fed Gov. Stephen Miran remarks, Chewy earnings: What to Watch (Yahoo Finance Video)
Mar-19-26 01:00PM	The Week Ahead: PMI Data Headlines Quiet Week (Schaeffer's Research)
09:39AM	Micron downgraded, Five Below upgraded: Wall Street's top analyst calls (The Fly)
Mar-18-26 09:00AM	Paychex Named a Worlds Most Ethical Company by Ethisphere for the 18th Time (Business Wire)
Mar-11-26 08:30AM	Paychex Schedules Third Quarter Fiscal 2026 Earnings Conference Call on March 25, 2026 (Business Wire)
Mar-09-26 08:14PM	Paychex (PAYX) Unveils AI-Driven Workforce Management Tools for Paycor and Flex Platforms (Insider Monkey)
01:00PM	Paychex Wins Two 2026 Lighthouse Tech Awards (Business Wire)
10:19AM	Paychex Stock: Is PAYX Underperforming the Technology Sector? (Barchart)
09:40AM	CrowdStrike and 11 Other Stocks That Have Gained Every Day of the Iran War (Barrons.com)
Mar-06-26 07:32PM	Analyst Report: Paychex, Inc. (Morningstar Research)
07:21AM	Jim Cramer on Paychex: "A Good Company, and It Shouldn't Be This Low" (Insider Monkey)
Mar-04-26 09:10AM	5 Large-Cap Fintech Stocks to Buy to Tap Huge Near-Term Upside (Zacks)
Mar-03-26 10:31PM	HR Software Stocks Q4 Highlights: Paychex (NASDAQ:PAYX) (StockStory)
08:30AM	U.S. Small Business Wage Growth Remains Steady in February (Business Wire)
Mar-02-26 02:46PM	The Top 3 Dividend Stocks Id Put My Next $5,000 To Work In (24/7 Wall St.)
Feb-26-26 06:00PM	Arlo Technologies (ARLO) Tops Q4 Earnings and Revenue Estimates (Zacks)
09:00AM	Paychex Unveils Cutting-Edge AI and Agentic Workforce Management Solutions (Business Wire)
Feb-22-26 11:47PM	1 Profitable Stock with Exciting Potential and 2 We Brush Off (StockStory)
Feb-19-26 12:43AM	Why Paychex, Inc. (PAYX) Is Near Lows (Insider Monkey)
Feb-17-26 08:24AM	Paychex (PAYX) Directors Buy 2,000 Shares in February Insider Trades (Insider Monkey)
Feb-16-26 11:33AM	Paychex Stock: Is Wall Street Bullish or Bearish? (Barchart)
Feb-13-26 05:18AM	William Blair Maintains a Hold Rating for Paychex, Inc. (PAYX) (Insider Monkey)
Feb-10-26 11:38PM	2 Oversold Stocks Primed to Rebound and 1 We Question (StockStory)
Feb-04-26 06:13PM	Should You Buy the 3 Highest-Paying Dividend Stocks in the Nasdaq? (Motley Fool)
Feb-03-26 08:30AM	U.S. Small Business Employment Trends Hold Steady to Start 2026 (Business Wire) -5.19%
07:44AM	Why the 5 Highest-Yielding Nasdaq 100 Stocks Are 2026 Boomer Safety Nets (24/7 Wall St.)
Feb-02-26 10:01PM	Paychex, Inc. (PAYX): A Bull Case Theory (Insider Monkey)
Jan-31-26 03:51PM	Here's What Wall Street Thinks About ?Paychex, Inc. (PAYX) (Insider Monkey)
Jan-29-26 01:18PM	WM Earnings Miss Estimates in Q4, Revenues Rise 14% Y/Y (Zacks)
Jan-28-26 11:36PM	1 Cash-Producing Stock to Research Further and 2 We Question (StockStory)
12:33PM	Automatic Data Processing Q2 Earnings Top Estimates, Revenues Rise Y/Y (Zacks)
08:19AM	3 Large Cap Stocks Announce Big Buyback Boosts Amid +20% Falls (MarketBeat)
Jan-27-26 08:15PM	Analyst Report: Paychex, Inc. (Morningstar Research)
01:17PM	Booz Allen Stock Dips 8.1% Since Fiscal Q3 Earnings Release (Zacks)
Jan-26-26 10:30AM	Buyouts & Robust Liquidity Aid Accenture Amid Fierce Competition (Zacks)
Jan-22-26 11:35PM	1 S&P 500 Stock on Our Watchlist and 2 We Question (StockStory)
11:48AM	SaaS Demand and Client Retention Aid Paychex Amid Heavy Competition (Zacks)
07:28AM	PayPals Path Forward Doesnt Require Winning the Stablecoin Battle (24/7 Wall St.)
Jan-21-26 11:05PM	Paychex (PAYX): Buy, Sell, or Hold Post Q4 Earnings? (StockStory)
07:09AM	As risk skyrockets, current and former CFOs are in demand for audit committees (Fortune)
Jan-20-26 08:30AM	Paychex Expands Board of Directors, Appoints New Member (Business Wire)
Jan-16-26 09:15AM	Paychex Announces $1 Billion Stock Repurchase Authorization and Declares Quarterly Dividend (Business Wire)
Jan-12-26 12:47PM	Jim Cramer on Paychex: "People Didn't Like the Last Quarter, I Thought It Was Okay" (Insider Monkey)
Jan-08-26 09:00AM	Paychex and PayPal Team Up to Bring Direct Deposit Alternatives Into Paychex Flex Perks (Business Wire)
Jan-07-26 04:55PM	Top Stock Reports for Micron Technology, Roche & UnitedHealth (Zacks)
11:55AM	Reasons Why You Should Retain Paychex Stock in Your Portfolio (Zacks)
Jan-06-26 08:30AM	U.S. Small Business Employment Remains Consistent Throughout 2025 (Business Wire)
Jan-04-26 11:40PM	3 Profitable Stocks That Fall Short (StockStory)
Jan-01-26 11:39PM	1 Large-Cap Stock on Our Watchlist and 2 We Brush Off (StockStory)
Dec-27-25 04:20AM	"People Didn't Like" Paychex (PAYX)'s Quarter (Insider Monkey)
Dec-26-25 12:30AM	5 Insightful Analyst Questions From Paychex's Q4 Earnings Call (StockStory)
Dec-25-25 07:18AM	Paychex Is Out of Favor-And That's the Opportunity (MarketBeat)
Dec-23-25 11:37AM	ABM Stock Price Decreases 8% Since Reporting Q4 Earnings Miss (Zacks)
12:52AM	Jim Cramer Notes "Paychex Tends to Sell off on Earnings" (Insider Monkey)
Dec-22-25 01:53PM	Analyst Report: Paychex, Inc. (Morningstar Research)
09:30AM	Paychex (PAYX) Reports Q2 Earnings: What Key Metrics Have to Say (Zacks)
Dec-20-25 12:31AM	PAYX Q4 Deep Dive: AI Investments and Paycor Integration Shape Outlook Amid Margin Pressures (StockStory)
Dec-19-25 08:20PM	Watch Jim Cramer's full interview with Paychex CEO John Gibson (CNBC TV)
08:20PM	Paychex CEO: We see challenges in the small-end of the market (CNBC TV)
04:33PM	Stocks Rally as Strength in Tech Boosts Market Sentiment (Barchart)
04:01PM	Paychex Inc (PAYX) Q2 2026 Earnings Call Highlights: Strong Revenue Growth Amid Integration ... (GuruFocus.com)
11:32AM	Paychex Q2 Earnings & Revenues Surpass Estimates, Increase Y/Y (Zacks)
11:06AM	Stocks Climb as Tech Shares Rally (Barchart)

Paychex, Inc. engages in the provision of human capital management solutions for payroll, human resources, insurance, and retirement for small and medium-sized businesses. Its solutions include payroll services, hiring services, business insurance, time and attendance, employee benefits, finance and payments, human resources services, and startup services. The company was founded by Blase Thomas Golisano in 1971 and is headquartered in Rochester, NY.

PresidentMr. John B. Gibson Jr.

Senior VP & CFOMr. Robert Lewis Schrader

Senior Vice President of HCMMr. Adam Brooks Ante

Senior Vice President of Operations & Customer ExperienceMs. Elizabeth Roaldsen

Chief Product & Technology OfficerMr. Ryan Norman Bergstrom

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Schrader Robert L.	Sr. VP, CFO	Jul 20 '26	Sale	115.09	2,600	299,234	18,547	Jul 21 04:00 PM
Schrader Robert L.	Officer	Jul 20 '26	Proposed Sale	115.09	2,600	299,238		Jul 20 03:00 PM
Mucci Family Foundation	Director	Jul 17 '26	Proposed Sale	113.98	9,309	1,061,057		Jul 17 04:54 PM
Simmons Christopher C	VP, Controller & Treasurer	Jul 17 '26	Sale	115.92	2,615	303,131	3,420	Jul 17 04:00 PM
Simmons Christopher C	Officer	Jul 17 '26	Proposed Sale	115.92	2,615	303,131		Jul 17 11:48 AM
MUCCI MARTIN	Chairman	Jul 14 '26	Option Exercise	57.24	214,482	12,276,950	632,529	Jul 15 05:00 PM
MUCCI MARTIN	Chairman	Jul 14 '26	Sale	109.93	25,000	2,748,250	444,200	Jul 15 05:00 PM
MUCCI MARTIN	Director	Jul 14 '26	Proposed Sale	109.93	25,000	2,748,200		Jul 14 01:16 PM
TUCCI JOSEPH M	Director	Jun 26 '26	Option Exercise	60.59	10,220	619,230	77,584	Jun 30 04:00 PM
TUCCI JOSEPH M	Director	Jun 26 '26	Sale	98.25	3,907	383,863	67,364	Jun 30 04:00 PM
TUCCI JOSEPH M	Director	Jun 26 '26	Proposed Sale	98.26	3,907	383,895		Jun 26 11:46 AM
Roaldsen Elizabeth	Sr. Vice President	May 13 '26	Sale	90.00	459	41,310	9,335	May 15 04:00 PM
Roaldsen Elizabeth	Officer	May 13 '26	Proposed Sale	90.00	459	41,310		May 13 04:20 PM
VELLI JOSEPH M	Director	May 08 '26	Option Exercise	60.59	10,220	619,230	89,564	May 12 04:00 PM
THOMAS B GOLISANO	10% Owner	May 06 '26	Proposed Sale	91.27	109,300	9,975,811		May 08 03:00 PM
THOMAS B GOLISANO	10% Owner	May 04 '26	Proposed Sale	93.21	163,930	15,279,915		May 05 05:03 PM
DOODY JOSEPH	Director	Feb 04 '26	Buy	98.76	1,000	98,760	1,000	Feb 05 04:00 PM
BONADIO TOM	Director	Feb 04 '26	Buy	98.50	1,000	98,498	21,504	Feb 05 04:00 PM
Golisano B Thomas	10% Owner	Jan 30 '26	Proposed Sale	102.13	26,130	2,668,657		Feb 02 02:40 PM
B THOMAS GOLISANO	10% Owner	Jan 21 '26	Proposed Sale	107.77	249,235	26,860,056		Jan 23 08:58 AM
B Thomas Golisano Revocable Li	10% Owner	Nov 12 '25	Proposed Sale	111.40	234,276	26,099,517		Nov 12 05:12 PM
B. Thomas Golisano Revocable L	10% Owner	Nov 12 '25	Proposed Sale	111.40	212,980	23,727,037		Nov 12 09:42 AM
B. Thomas Golisano Revocable L	10% Owner	Oct 24 '25	Proposed Sale	125.23	302,050	37,825,000		Oct 24 02:10 PM

FORR

Forrester Research Inc

PAYX

Paychex Inc

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