Welcome to our dedicated page for Paychex SEC filings (Ticker: PAYX), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Paychex, Inc. (Nasdaq: PAYX) SEC filings page on Stock Titan provides access to the company’s official regulatory disclosures, drawn from the U.S. Securities and Exchange Commission’s EDGAR system. As a Delaware corporation with shares listed on the Nasdaq Global Select Market, Paychex files a range of documents that give investors and analysts detailed insight into its human capital management (HCM) and payroll services business.
Among the most important filings for PAYX are its annual reports on Form 10-K and quarterly reports on Form 10-Q, which include audited or reviewed financial statements, segment information, discussion of operations, risk factors, and management’s analysis of results. These filings are central for understanding how Paychex generates revenue from cloud-based payroll and HCM software, administrative service organization and professional employer organization offerings, and retirement and insurance-related services, as described in company materials.
Investors will also find current reports on Form 8-K, which Paychex uses to furnish earnings press releases, report on significant corporate events, and provide information about transactions. Recent 8-K filings referenced in the data include results of operations for specific quarters, details of the Paycor HCM, Inc. acquisition, annual meeting voting outcomes, and changes in senior leadership roles.
The definitive proxy statement on Schedule 14A offers additional detail on corporate governance, director elections, executive compensation, and shareholder voting matters. This document can be useful for evaluating Paychex’s governance structure, compensation policies, and shareholder engagement practices.
On Stock Titan, these PAYX filings are updated in near real time as they are posted to EDGAR. AI-powered tools can help summarize lengthy documents such as 10-Ks and 10-Qs, highlight key metrics and disclosures, and surface notable items from 8-Ks, proxy materials, and other submissions. Users researching Paychex’s financial performance, acquisition activity, compensation programs, or governance can use this page as a centralized entry point to the company’s regulatory record, including any insider transaction reports (Form 4) and other relevant SEC forms as they become available.
PAYCHEX INC senior vice president Adam Brooks Ante reported a routine tax-related share disposition. On the lapse of restrictions on restricted stock and restricted stock units, 2,249 shares of common stock were withheld on April 1, 2026 at $90.91 per share to cover tax obligations, leaving him with 55,543 directly held shares.
He also continues to hold stock options covering 14,767 shares of common stock with an exercise price of $140.68 per share, expiring on July 14, 2035. The filing shows no open‑market purchases or sales, only tax withholding and existing option holdings.
PAYCHEX INC Chief Product Officer Ryan Norman Bergstrom reported a routine share withholding related to equity compensation. On the reported date, 1,374 shares of common stock were disposed of at $90.91 per share to satisfy tax withholding obligations from vesting restricted stock and restricted stock units. This was not an open-market trade but a mechanism to cover taxes.
After this tax withholding, Bergstrom directly holds 43,672 shares of PAYCHEX common stock. He also has outstanding stock options covering 14,767 underlying shares at a strike price of $140.68 per share, expiring in 2035, indicating a continuing long-term equity position.
Paychex Inc: The Vanguard Group filed Amendment No. 11 to its Schedule 13G/A reporting it beneficially owns 0 shares of Paychex common stock, representing 0% of the class. The filing explains an internal realignment on January 12, 2026 that disaggregated certain subsidiaries' holdings for SEC reporting purposes.
Paychex, Inc. reported strong third-quarter results with total revenue of $1.81 billion, up 20% from a year earlier, driven by growth in Management Solutions and PEO and Insurance Solutions. Operating income rose 14% to $792 million, while net income increased 8% to $560.3 million, or $1.56 per diluted share.
For the nine months ended February 28, 2026, revenue grew 18% to $4.91 billion. Reported net income was slightly lower at $1.34 billion, but adjusted net income rose 10% and adjusted diluted EPS grew 11% to $4.19, reflecting sizable acquisition-related costs from the $4.09 billion Paycor HCM acquisition.
Cash flow from operations was strong at $1.98 billion for the nine months, supporting $1.17 billion of dividends and $361.6 million of share repurchases. Long-term debt increased to about $5.0 billion from bond issuance to finance Paycor, raising quarterly interest expense to $68.1 million.
Paychex reported a strong third quarter of fiscal 2026, with total revenue rising 20% to $1.8 billion and operating income up 14% to $792.0 million. Adjusted operating income, which excludes $71.2 million of acquisition-related costs, grew 22% to $863.2 million, and adjusted operating margin improved to 47.7%.
Diluted earnings per share increased 9% to $1.56, while adjusted diluted EPS rose 15% to $1.71. For the nine months, revenue grew 18% to $4.9 billion, operating income rose 7% to $1.9 billion, and adjusted operating income increased 19% to $2.1 billion. GAAP EPS for the nine months declined 1% to $3.71, but adjusted EPS increased 11% to $4.19. Paychex returned over $1.5 billion to shareholders fiscal year to date through $1.2 billion of dividends and $361.6 million of share repurchases, supported by $2.0 billion of operating cash flow and $1.8 billion of cash, restricted cash, and corporate investments as of February 28, 2026.
Paychex Inc. insider Thomas B. Golisano reported a bona fide gift of 1,104 shares of Common Stock at $93.65 per share. The shares were transferred by the Cynthia A. Golisano Irrevocable Trust, for which he serves as trustee, as a quarterly distribution. After this transaction, his indirect holdings through the trust were 39,250 shares, and his directly owned Common Stock holdings were 35,927,153 shares, reflecting a correction of previously overstated gift amounts.
Capital International Investors filed an amended Schedule 13G reporting a large passive stake in Paychex, Inc. common stock. It is deemed the beneficial owner of 30,738,102 shares, representing 8.6% of the 358,967,450 shares believed outstanding.
The firm has sole voting power over 30,207,263 shares and sole dispositive power over 30,738,102 shares, with no shared voting or dispositive power. The filing states the shares were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Paychex.
Paychex Inc. director Joseph Doody reported an indirect purchase of Paychex common stock through the Margaret Weiss Doody Revocable Living Trust. On February 4, 2026, the trust bought 1,000 shares of common stock at $98.76 per share and now holds 1,000 shares.
Separate from this trade, Doody is shown as directly holding 889 shares of Paychex common stock and indirectly holding 23,758 shares through the Joseph G. Doody Revocable Living Trust. He also holds multiple stock option awards with various exercise prices and expirations extending through 2035.
Paychex, Inc. director Tom Bonadio reported buying 1,000 shares of Paychex common stock on February 4, 2026 at $98.498 per share. After this purchase, he directly owns 21,504 common shares.
The disclosure also lists multiple stock option grants held directly, with exercise prices between $57.20 and $140.68, and individual grants covering between 670 and 9,615 underlying Paychex common shares, with expiration dates running through 2035.
Paychex Inc. insider Thomas B. Golisano, a more than 10% owner, reported a charitable stock gift. On 01/30/2026 he gifted 26,130 shares of Paychex common stock, reported at a price of $102.13 per share, to various non-profit organizations.
After this transaction, he beneficially owned 35,917,763 shares of Paychex common stock directly. In addition, 40,354 shares were held indirectly through the Cynthia A. Golisano Irrevocable Trust U/A dated 6/13/2005.