Investors Watch as S&P 500 Rebalance Shifts Market Dynamics

S&P Dow Jones Indices announced a significant S&P 500 rebalance effective March 23, 2026, adding Vertiv Holdings and Lumentum Holdings while removing Match Group and Paycom. The rebalance reflects a broader market shift toward technology infrastructure and photonics companies supporting AI and cloud computing. Index inclusion typically creates short-term buying pressure for new members and selling pressure for removed stocks, though long-term performance depends on fundamentals.

03/11/2026, 4:42 AM • Investing

Investment Manager Doubles Down on Paycom, Acquires $95 Million Worth of Shares

Reinhart Partners acquired approximately $95.28 million worth of Paycom shares (537,726 shares) in Q4 2025, increasing its stake to 2.9% of fund assets. However, the article notes significant headwinds for Paycom, including a 70% stock decline since 2021, slowing revenue growth from 30% to under 10%, and concerns about AI disruption to its SaaS payroll and HR software business model.

02/12/2026, 10:31 AM • The Motley Fool

Sather Loads Up Paycom With 18,000 Shares Bought Last Quarter

Sather Financial Group increased its stake in Paycom Software by 18,035 shares (worth ~$3.2 million) in Q4 2025, bringing its total position to 268,030 shares valued at $42.71 million. Despite the additional investment, the position's value declined by $9.32 million due to share price depreciation. Paycom trades near five-year lows with significantly decelerated growth (10% in first nine months of 2025 vs. 25%+ historically), but now offers a more attractive valuation at a P/E ratio of 19 compared to pandemic-era multiples exceeding 150.

01/26/2026, 3:09 PM • The Motley Fool

3 Stocks That Benefit if Companies Cut Costs in 2026

As companies focus on cost-cutting and operational efficiency in 2026, software platforms that automate payroll, accounts payable, and human capital management are positioned to benefit. Three stocks highlighted are ADP (a blue-chip dividend king with consistent growth), BILL Holdings (a turnaround story in business payments automation), and Paycom Software (specializing in employee self-service HCM automation with potential 40% upside).

01/12/2026, 1:08 PM • Investing

Down 72% From All-Time Highs, Is This Software Stock a Buy as It Aggressively Buys Back Its Stock?

Paycom Software has declined 72% from its 2021 peak but maintains solid fundamentals with 9.1% revenue growth, double-digit recurring revenue growth, expanding EBITDA margins, and aggressive share buybacks. Trading at 15x forward earnings with zero debt, the analyst views it as a buying opportunity despite competitive pressures and growth deceleration risks.

01/04/2026, 5:25 PM • The Motley Fool

3 Stocks That Got Crushed After Earnings I'd Buy Right Now

During the third-quarter earnings season, several high-profile companies experienced significant stock price drops after reporting their results. The article highlights three beaten-down stocks that the author believes are still worth investing in despite market reactions.

11/14/2025, 7:22 AM • The Motley Fool

Amiral Gestion Nearly Triples Paycom Software Shares in Q3

Asset management firm Amiral Gestion nearly tripled its position in Paycom Software, acquiring 54,000 shares worth approximately $11 million in Q3 2025, demonstrating strong conviction in the human capital management platform provider.

10/09/2025, 10:08 AM • The Motley Fool