Pulling SEC filings + quote and writing the call…
Pulling SEC filings + quote and writing the call…

Paylocity Holding Corp
Next earnings Aug 3, 2026 (after close) · consensus $1.65 EPS, $439M rev
Last earnings +6.4% on 2026-05-07
Profitable HCM SaaS growing mid-teens with 74% gross margins and GAAP earnings — quality at a reasonable 25x.
Sources: SEC EDGAR (CIK 0001591698, latest 10-Q filed 2026-05-08) · EODHD · analysis by claude-code · as of 6/21/2026, 8:58:03 PM.
Research and education only — not financial advice. Calls are generated from SEC filings and a delayed/third-party price feed, may be wrong or out of date, and are not a recommendation to buy or sell any security. Do your own research.
Solid fundamentals at a roughly fair price — reasonable risk/reward at today's level.
Paylocity is a cloud-based payroll and human-capital-management (HCM) software provider, and it stands out from most SaaS peers by being durably and genuinely profitable. FY2025 revenue grew 14.8% to $1.47B with a 74.5% gross margin, while operating income rose 16.9% to $304M (a 20.7% operating margin) and net income climbed 9.8% to $227M — real GAAP profits, not adjusted-EBITDA storytelling. The multi-year record is excellent: revenue more than doubled from $632M (FY2021) to $1.47B, with net income up from $70.8M to $227M over the same span.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $632M | $848M | $1.10B | $1.28B | $1.47B |
| Gross profit | $416M | $566M | $808M | $961M | $1.10B |
| Operating income | $58.0M | $84.6M | $155M | $260M | $304M |
| Net income | $70.8M | $90.8M | $141M | $207M | $227M |
| Diluted EPS | $1.26 | $1.61 | $2.49 | $3.63 | $4.02 |
| Net margin | 11.2% | 10.7% | 12.8% | 16.1% | 15.4% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
1482 tracked peers · median
Disclosed under the STOCK Act
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Last 90 days: 0 open-market buys · 4 sales
| 2026-06-04 | Cappotelli Andrew Sr Vice President Operations | Sell | 70.00 @ $116.35 | $8.14K |
| 2026-06-01 | Cappotelli Andrew Sr Vice President Operations | Tax | 59.00 @ $114.93 | $6.78K |
| 2026-06-01 | Glenn Ryan Chief Financial Officer | Sell | 1.03K @ $117.55 | $122K |
| 2026-05-19 | Cappotelli Andrew Sr Vice President Operations | Sell | 899.00 @ $115.05 | $103K |
| 2026-05-19 | Rost Nicholas VP CAO & Treasurer | Sell | 521.00 @ $115.05 | $59.9K |
| 2026-05-15 | Rost Nicholas VP CAO & Treasurer | Tax | 313.00 @ $103.93 | $32.5K |
| 2026-05-15 | King Melissa Ann SVP Product and Technology | Tax | 366.00 @ $103.93 | $38.0K |
| 2026-05-15 | Cappotelli Andrew Sr Vice President Operations | Tax | 730.00 @ $103.93 | $75.9K |