Paychex Inc. (PAYX) reported results in line with expectations in Q4 FY2026 on revenue of $1.6B versus the $1.6B estimate (+12.5% YoY) and EPS of $1.32. The next Paychex Inc. (PAYX) earnings date is Sep 29, 2026. Below is the full Paychex Inc. earnings breakdown — the risk-adjusted verdict, price forecast, technicals, options and hedge-fund 13F holdings, decoded in plain English.
Paychex Inc. (PAYX) Earnings Analysis — key stats
Next earnings date
Sep 29, 2026
Latest reported quarter
Q4 FY2026
Earnings verdict
In line
EPS beat rate
2 of last 8 (quarters above estimate)
Avg next-day move
±3.6% (over the last 8 reports)
Post-earnings direction
Up 5 / Down 3 (of the last 8 reports)
Implied move (next report)
±10.8% (options-derived · into Sep 29, 2026)
Institutional ownership
101.1% (13F as of 2026-06-30)
Top 10 holders
44.0% (of shares outstanding)
Insider activity
6 buys / 6 sells (recent Form 4 filings)
Revenue
$1.6B (vs $1.6B est · +0.3% surprise · +12.5% YoY)
EPS
$1.32 (vs $1.31 est · +0.8% surprise · +43.9% YoY)
Share price
$126.01 (+1.2%)
Market cap
$44.8B
Paychex Inc. (PAYX) Earnings Analysis — beat / miss history
Quarter
Revenue
EPS
EPS surprise
Next-day move
Verdict
Q1 FY2027
$1.6B vs $1.6B est
$1.32 vs $1.31 est
+0.8%
-1.3%
In line
Q4 FY2026
$1.8B vs $1.8B est
$1.71 vs $1.67 est
+2.4%
+3.3%
Mixed
Q3 FY2026
$1.6B vs $1.6B est
$1.26 vs $1.23 est
+2.4%
+0.6%
Mixed
Q2 FY2026
$1.5B vs $1.5B est
$1.22 vs $1.20 est
+1.7%
-3.5%
In line
Q1 FY2026
$1.4B vs $1.4B est
$1.19 vs $1.19 est
+0.0%
-7.4%
In line
Q4 FY2025
$1.5B vs $1.5B est
$1.49 vs $1.48 est
+0.7%
+5.3%
In line
Q3 FY2025
$1.3B vs $1.3B est
$1.14 vs $1.13 est
+0.9%
+2.7%
In line
Q2 FY2025
$1.3B vs $1.3B est
$1.16 vs $1.14 est
+1.8%
+4.9%
In line
Top institutional holders
Holder
% outstanding
Shares
Value
QoQ change
Capital International Investors
8.0%
28.8M
$2.8B
-3.7%
Blackrock, INC.
7.7%
27.8M
$2.7B
-2.3%
Vanguard Capital Management LLC
5.9%
21.0M
$2.1B
+0.4%
Vanguard Portfolio Management LLC
4.3%
15.3M
$1.5B
+0.2%
State Street Corp
4.0%
14.4M
$1.4B
+2.6%
Invesco Ltd.
3.6%
13.0M
$1.3B
+73.1%
Charles Schwab Investment Management INC
2.9%
10.4M
$1.0B
+11.0%
Sixth Street Partners Management Company, L.P.
2.9%
10.4M
$1.0B
+100.0%
Geode Capital Management, LLC
2.9%
10.3M
$1.0B
-0.2%
Morgan Stanley
1.8%
6.5M
$643.2M
+23.5%
Recent insider transactions
Insider
Role
Date
Type
Shares
Value
Simmons Christopher C
officer: VP, Controller & Treasurer
2026-08-14
Sell
130
$15863
MUCCI MARTIN
director, other: Chairman
2026-07-17
Sell
9K
$1.1M
DOODY JOSEPH
director
2026-07-20
Buy
164
—
DOODY JOSEPH
director
2026-07-20
Sell
164
—
Schrader Robert L.
officer: Sr. VP, CFO
2026-07-20
Sell
3K
$299234
Gibson John B
officer: President and CEO
2026-07-15
Buy
97K
$10.7M
Gibson John B
officer: President and CEO
2026-07-15
Buy
14K
—
Gibson John B
officer: President and CEO
2026-07-15
Sell
14K
$1.5M
What you'll find
Next Paychex Inc. (PAYX) earnings date, the expected move and the estimates priced in
A clear Beat / Miss / In-line / Mixed verdict the moment Paychex Inc. reports
Revenue & EPS versus estimates, guidance and segment trends
Multi-lens price forecast — analyst, quant, technical and options views
Deep research: red flags, risk decoder and earnings-call sentiment
Technicals, options / implied volatility and unusual-activity signals
Hedge-fund and legendary-investor 13F holdings in Paychex Inc. (PAYX)
Side-by-side peer and historical earnings comparison
Frequently asked questions
When is Paychex Inc.'s next earnings date?
Paychex Inc.'s (PAYX) next scheduled earnings date is Sep 29, 2026. Magnisto shows the confirmed date, the options-implied expected move and the revenue and EPS estimates Wall Street is modeling into the report.
Did Paychex Inc. (PAYX) beat or miss earnings?
In Q4 FY2026, Paychex Inc. (PAYX) posted in-line results — revenue of $1.6B versus the $1.6B estimate (+0.3% surprise) and EPS of $1.32 versus $1.31 expected (+0.8% surprise). Magnisto decodes every Paychex Inc. (PAYX) report into a clear Beat, Miss, In-line or Mixed verdict and checks whether guidance was raised, held or cut.
How often does Paychex Inc. beat earnings estimates?
Over its last 8 reported quarters, Paychex Inc. (PAYX) beat Wall Street EPS estimates 2 times, most recently a in-line result in Q1 FY2027. Magnisto tracks every Paychex Inc. (PAYX) quarter's revenue and EPS versus consensus and grades each one Beat, Miss, In-line or Mixed at a unified ±2% threshold.
How much does Paychex Inc. stock move after earnings?
Over its last 8 quarterly reports, Paychex Inc. (PAYX) moved an average of ±3.6% the day after earnings — ranging from -7.4% (Q1 FY2026) to +5.3% (Q4 FY2025). The stock rose after 5 of those 8 reports and fell after 3. Heading into its next report on Sep 29, 2026, options-implied volatility is pricing in a move of roughly ±10.8% (derived). Magnisto tracks the realized post-earnings move for every Paychex Inc. (PAYX) quarter alongside the beat/miss verdict — past moves don't predict the next one.
Who are the largest shareholders of Paychex Inc.?
Institutions hold about 101.1% of Paychex Inc.'s (PAYX) shares outstanding as of the 2026-06-30 13F quarter. Its largest institutional holders include Capital International Investors (8.0%), Blackrock, INC. (7.7%), Vanguard Capital Management LLC (5.9%). Magnisto lists Paychex Inc.'s (PAYX) top 13F holders with each stake size and its quarter-over-quarter change.
Are insiders buying or selling Paychex Inc. (PAYX)?
In the most recent Form 4 filings Magnisto tracks, Paychex Inc. (PAYX) insiders recorded 6 purchases and 6 sales — balanced buying and selling. Insider transactions are one signal among many and are often routine (option exercises or scheduled 10b5-1 sales), so Magnisto shows the raw feed for you to judge.
What is the forecast for Paychex Inc. (PAYX) stock?
Magnisto blends analyst price targets, quantitative research, technical trend and options-implied moves into a scenario range for Paychex Inc. (PAYX), anchored to the current $126.01 share price, so you can weigh the bull, base and bear cases for Paychex Inc. side by side.
Is Paychex Inc. (PAYX) a buy right now?
Magnisto does not give buy or sell tips. It gives you the institutional-grade evidence — the verdict, valuation, risks, technicals and hedge-fund 13F flows — so you can decide whether Paychex Inc. fits your own thesis and risk profile. This is research, not investment advice.