Every material Form 8-K Paychex filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Paychex reported first-quarter fiscal 2027 results for the three months ended August 31, 2026, with total revenue up 6% to $1.6 billion and diluted earnings per share up 14% to $1.21. The company raised its fiscal 2027 outlook for PEO and Insurance Solutions revenue growth to 7% to 8% and left most other guidance unchanged, including adjusted diluted EPS growth of 7% to 9%.
Total revenue rose 6% to $1.6 billion; operating income rose 14% to $619.2 million.
Adjusted diluted EPS rose 10% to $1.34; GAAP diluted EPS rose 14% to $1.21.
PEO and Insurance Solutions revenue growth outlook raised to 7% to 8% from 6% to 7%; interest on funds held for clients outlook raised to $200 million to $210 million.
Paid dividends of $1.19 per share totaling $424.1 million in the quarter; cash flow from operations was $413.5 million, down from $718.4 million a year earlier.
Paychex director Kara Wilson told the board on July 16, 2026 that she will not stand for re-election at the 2026 annual meeting. The board will reduce its size from 11 to 10 directors once her term ends, and the filing says her decision did not stem from any disagreement with the company.
Kara Wilson notified the board on July 16, 2026 that she will not seek re-election at the 2026 annual meeting.
Board size will drop from 11 to 10 directors, effective upon the expiration of Wilson's term at the annual meeting.
The filing states her decision did not result from any disagreement with the company on operations, policies or practices.
Paychex reported fiscal fourth-quarter results for the quarter ended May 31, 2026, with total revenue up 12% to $1.6 billion and diluted earnings per share up 43% to $1.17 versus $0.82 a year earlier. For fiscal 2027, the company expects adjusted diluted earnings per share to grow 7% to 9% and total revenue to grow 5% to 6%, which shareholders can compare with the fiscal 2026 growth rates in the filing.
Q4 total revenue rose 12% to $1.6 billion; operating income rose 40% to $604.7 million
Q4 diluted EPS was $1.17 versus $0.82; adjusted diluted EPS was $1.32 versus $1.19
Fiscal 2027 outlook: total revenue growth of 5% to 6%; adjusted diluted EPS growth of 7% to 9%
Returned $2.2 billion to shareholders in fiscal 2026, including $611.0 million in share repurchases
Paychex reported third-quarter fiscal 2026 results for the quarter ended February 28, 2026, with total revenue up 20% to $1.8 billion and GAAP diluted earnings per share up 9% to $1.56. The results include $71.0 million of acquisition-related costs tied to the Paycor acquisition, and the company narrowed its fiscal 2026 outlook only for interest on funds held for clients, now expected at $200 million to $210 million.
Third-quarter total revenue was $1.8 billion, up 20%; operating income was $792.0 million, up 14%.
Adjusted diluted EPS was $1.71, up 15%; GAAP diluted EPS was $1.56, up 9%.
For the nine months, GAAP diluted EPS was $3.71, down 1%, while total revenue rose 18% to $4.9 billion.
Fiscal 2026 interest on funds held for clients is now expected at $200 million to $210 million; other guidance is unchanged.
Paychex amended its 2017 revolving credit facility, raising its principal from $750 million to $1.0 billion and extending maturity from September 17, 2026 to January 23, 2031. It also amended its 2019 facility, which remains at $1.0 billion, and terminated a $250 million 2020 facility of its Paychex Advance unit that had no outstanding loans. The filing describes a larger, longer-dated credit line, though it does not state the reason for the changes.
2017 facility increased from $750 million to $1.0 billion; maturity extended to January 23, 2031
Incremental facility under the 2017 agreement raised from $375 million to $500 million
2019 facility amended for interest rate and covenant terms; $1.0 billion facility with up to $500 million incremental
$250 million 2020 Paychex Advance facility terminated effective January 23, 2026, with no outstanding loans
On January 16, 2026, Paychex's board authorized repurchases of up to $1 billion of common stock, replacing the 2024 authorization of $400 million. On January 20, the board expanded from 10 to 11 members and appointed J. Michael Hansen, former CFO of Cintas, as an independent director and Audit Committee member. The company also declared a quarterly dividend of $1.08 per share on January 16.
Board authorized repurchase of up to $1 billion of common stock on January 16, 2026, replacing the $400 million 2024 authorization
Quarterly dividend of $1.08 per share declared, payable February 27, 2026, to holders of record as of January 28, 2026
Board expanded to 11 members; J. Michael Hansen appointed independent director, effective immediately
Hansen served as Executive Vice President and CFO of Cintas for more than 10 years and will serve on the Audit Committee
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Paychex filing is on SEC EDGAR ↗. 8-K briefs of other companies →