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Paychex to Report Q4 Earnings: Here's What to Expect From the Stock

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Key Takeaways

  • PAYX is expected to report Q4 revenues of $1.4B, up 9.3% year over year on solid segmental growth.
  • Management Solutions revenues are forecast to rise 5.2% on client growth, pricing and product penetration.
  • PEO and insurance revenues are projected to grow 4.4% on higher worksite employees and PEO insurance gains.

Paychex, Inc. (PAYX - Free Report) will release its fourth-quarter fiscal 2025 results on June 25, before market open.

PAYX has delivered a decent earnings surprise in the trailing four quarters, with the metricoutpacing the Zacks Consensus Estimate in all quarters, delivering an earnings surprise of 1.7%, on average.

Paychex, Inc. Price and EPS Surprise

 

Paychex, Inc. Price and EPS Surprise

Paychex, Inc. price-eps-surprise | Paychex, Inc. Quote

Paychex’s Q4 Expectations

The consensus estimate for Paychex’s fourth-quarter fiscal 2025 revenues is $1.4 billion, indicating a 9.3% increase from that reported in the same quarter last year. The top line is expected to have improved due to segmental growth.

Our estimate for revenues from Management Solutions is pegged at $979 million, indicating a 5.2% rise year-over-year. We anticipate a combination of factors benefiting this segment’s revenues. These factors include the rising number of clients served across the company’s suite of HCM solutions and client worksite employees for HR solutions, along with higher revenues per client due to price realization and product penetration.

We expect PEO and insurance solution revenues to reach $340.9 million, reflecting a 4.4% increase from the same quarter last year. The rise in the average number of worksite employees and PEO insurance revenues is projected to have driven this segment.

Interest on funds held for clients is anticipated to be $37.4 million, implying a 2.1% decline from the year-ago quarter’s actual. Lower average interest rates are likely to have caused the decline in interest on funds held for clients.

The Zacks Consensus Estimate for earnings is pegged at $1.19 per share, implying a 6.3% increase from the year-ago quarter’s reported figure. Strong margins are expected to have benefited the bottom line.

What Our Model Says About PAYX

Our proven model does not conclusively predict an earnings beat for Paychex this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. But that is not the case here. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter.

PAYX has an Earnings ESP of -1.27% and a Zacks Rank #3. You can see the complete list of today’s Zacks #1 Rank stocks here.

Earnings Snapshot of Other Players

Verisk (VRSK - Free Report) reported impressive first-quarter fiscal 2025 results.

VRSK’s adjusted earnings were $1.73 per share, surpassing the Zacks Consensus Estimate by 3.6% and increasing 6.1% from the year-ago quarter. (Find the latest EPS estimates and surprises on Zacks Earnings Calendar.)

Total revenues of $753 million beat the consensus estimate marginally and increased 7% on a year-over-year basis.

Accenture plc (ACN - Free Report) posted impressive third-quarter fiscal 2025 results.

ACN’s earnings were $3.49 per share, beating the Zacks Consensus Estimate by 5.8%. The metric increased 11.5% from the year-ago quarter. Total revenues of $17.7 billion beat the consensus estimate by 2.6% and rose 7.7% on a year-over-year basis.


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