Rep. Gilbert Ray Cisneros, Jr. Buys Workday, Inc. (NASDAQ:WDAY) Shares

Representative Gilbert Ray Cisneros, Jr. (D-California) recently bought shares of Workday, Inc. (NASDAQ:WDAY). In a filing disclosed on February 13th, the Representative disclosed that they had bought between $1,001 and $15,000 in Workday stock on January 28th. The trade occurred in the Representative’s “150 MAIN STREET TRUST > BANK OF AMERICA” account.

Representative Gilbert Ray Cisneros, Jr. also recently made the following trade(s):

• Purchased $1,001 – $15,000 in shares of Hermès International Société en commandite par actions (OTCMKTS:HESAF) on 2/3/2026.
• Purchased $1,001 – $15,000 in shares of Tencent (OTC:TCTZF) on 2/3/2026.
• Purchased $1,001 – $15,000 in shares of Xiaomi (OTCMKTS:XIACF) on 2/3/2026.
• Purchased $1,001 – $15,000 in shares of Mitsubishi Heavy Industries (OTCMKTS:MHVYF) on 2/3/2026.
• Purchased $1,001 – $15,000 in shares of Banco Santander (NYSE:SAN) on 2/3/2026.
• Purchased $1,001 – $15,000 in shares of Leonardo (OTCMKTS:FINMF) on 2/3/2026.
• Purchased $1,001 – $15,000 in shares of Costco Wholesale (NASDAQ:COST) on 1/30/2026.
• Purchased $1,001 – $15,000 in shares of Transdigm Group (NYSE:TDG) on 1/30/2026.
• Purchased $1,001 – $15,000 in shares of Cloudflare (NYSE:NET) on 1/30/2026.
• Purchased $1,001 – $15,000 in shares of AutoZone (NYSE:AZO) on 1/30/2026.

Workday Stock Performance

Shares of NASDAQ:WDAY traded down $2.21 during trading on Friday, reaching $137.81. The company had a trading volume of 4,018,492 shares, compared to its average volume of 4,894,101. The company has a debt-to-equity ratio of 0.34, a current ratio of 1.83 and a quick ratio of 1.83. The stock’s fifty day moving average price is $187.89 and its 200 day moving average price is $214.98. Workday, Inc. has a fifty-two week low of $136.64 and a fifty-two week high of $281.00. The firm has a market capitalization of $36.24 billion, a price-to-earnings ratio of 57.90, a price-to-earnings-growth ratio of 1.20 and a beta of 1.13.

Workday (NASDAQ:WDAY) last released its quarterly earnings data on Tuesday, November 25th. The software maker reported $2.32 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.17 by $0.15. The firm had revenue of $2.43 billion during the quarter, compared to analysts’ expectations of $2.42 billion. Workday had a return on equity of 10.50% and a net margin of 6.95%.Workday’s revenue was up 12.6% compared to the same quarter last year. During the same quarter in the prior year, the business posted $1.89 earnings per share. As a group, equities research analysts predict that Workday, Inc. will post 2.63 EPS for the current year.

Institutional Trading of Workday

Several institutional investors and hedge funds have recently bought and sold shares of the company. Rakuten Securities Inc. acquired a new position in Workday during the 2nd quarter valued at about $25,000. Measured Wealth Private Client Group LLC bought a new stake in shares of Workday during the third quarter valued at approximately $26,000. DT Investment Partners LLC acquired a new position in shares of Workday during the fourth quarter worth approximately $27,000. LRI Investments LLC bought a new position in Workday in the 4th quarter worth approximately $29,000. Finally, JPL Wealth Management LLC acquired a new stake in Workday in the 3rd quarter valued at approximately $30,000. Institutional investors and hedge funds own 89.81% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages recently issued reports on WDAY. Citizens Jmp downgraded Workday from an “outperform” rating to a “market perform” rating in a research report on Wednesday. Needham & Company LLC reissued a “buy” rating and issued a $300.00 target price on shares of Workday in a research report on Thursday, February 5th. Evercore set a $200.00 target price on shares of Workday in a report on Monday, February 9th. Loop Capital set a $280.00 price target on shares of Workday in a research note on Wednesday, December 10th. Finally, KeyCorp lowered their price objective on shares of Workday from $285.00 to $260.00 and set an “overweight” rating for the company in a research note on Wednesday, November 26th. One research analyst has rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating and twelve have assigned a Hold rating to the company’s stock. According to data from MarketBeat, Workday currently has an average rating of “Moderate Buy” and a consensus price target of $253.32.

Insider Buying and Selling at Workday

In other Workday news, CAO Mark S. Garfield sold 953 shares of the company’s stock in a transaction that occurred on Thursday, January 8th. The stock was sold at an average price of $209.56, for a total value of $199,710.68. Following the completion of the sale, the chief accounting officer directly owned 35,336 shares in the company, valued at $7,405,012.16. This represents a 2.63% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Richard Harry Sauer sold 1,130 shares of the stock in a transaction on Tuesday, January 6th. The shares were sold at an average price of $210.00, for a total value of $237,300.00. Following the transaction, the insider directly owned 85,398 shares of the company’s stock, valued at approximately $17,933,580. The trade was a 1.31% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 370,321 shares of company stock valued at $78,866,401. 19.31% of the stock is currently owned by insiders.

Key Stories Impacting Workday

Here are the key news stories impacting Workday this week:

• Positive Sentiment: Founder returns as CEO, refocusing on the AI roadmap and investor messaging — a leadership move that investors often view as constructive for execution on AI and product strategy. Workday Founder Returns As CEO Refocusing AI Roadmap And Investor Expectations
• Positive Sentiment: Rosenblatt upgraded WDAY to Buy, adding near‑term buying support from an upgrade. Rosenblatt Securities Upgrades Workday (NASDAQ:WDAY) to Buy
• Positive Sentiment: Guggenheim reiterated a Buy rating, providing some stability amid the mixed broker activity. Guggenheim Reiterates Buy Rating for Workday (NASDAQ:WDAY)
• Positive Sentiment: TD Cowen (via TipRanks) kept a Buy stance, highlighting AI‑driven growth and strategic M&A as longer‑term positives even after trimming the price target to $200. Workday: AI-Driven Growth and Strategic Acquisitions Underscore Buy Rating Despite Macro and Leadership Headwinds
• Neutral Sentiment: Analysts and previews are focused on the Feb. 24 Q4 print — Zacks notes growth drivers (AI, cloud launches, sector demand) but says an earnings beat is uncertain, increasing event risk into the print. Workday Set to Report Q4 Results: Will Revenue Growth Boost Earnings?
• Neutral Sentiment: Zacks and other previews dig into key metrics beyond top‑line estimates, suggesting investors should watch subscription revenue mix, billings, margin cadence and AI product adoption. Seeking Clues to Workday (WDAY) Q4 Earnings? A Peek Into Wall Street Projections for Key Metrics
• Neutral Sentiment: Some market commentary (Seeking Alpha) argues WDAY looks oversold with upside potential, highlighting the stock’s sensitivity to sentiment vs. fundamentals. Workday: Oversold With Material Upside Potential
• Negative Sentiment: Citizens/JMP downgraded WDAY to Market Perform, reducing a chunk of buy‑side conviction and contributing to selling pressure. Workday (NASDAQ:WDAY) Rating Lowered to “Market Perform” at Citizens Jmp
• Negative Sentiment: BMO cut its price target to $204 and Oppenheimer lowered its expectations—these downgrades/target cuts compress upside and raise the bar for positive surprises. BMO Capital Markets Lowers Workday (NASDAQ:WDAY) Price Target to $204.00 Oppenheimer Has Lowered Expectations for Workday (NASDAQ:WDAY) Stock Price
• Negative Sentiment: Recent intraday weakness and Zacks coverage note the stock has been falling more than the broader market, reflecting the combined effect of downgrades, target cuts and pre‑earnings caution. Here’s Why Workday (WDAY) Fell More Than Broader Market

About Representative Cisneros

Gil Cisneros (Democratic Party) is a member of the U.S. House, representing California’s 31st Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027.

Cisneros (Democratic Party) is running for re-election to the U.S. House to represent California’s 31st Congressional District. He declared candidacy for the 2026 election.

Gil Cisneros served in the U.S. Navy as a supply officer from 1994 to 2004. Cisneros earned a bachelor’s degree in political science from George Washington University in 1994, a master’s in business administration from Regis University in 2002, and a master’s degree in urban education policy from Brown University in 2015. His career experience includes working as a logistics manager for Frito-Lay. In 2010, Cisneros won the lottery and became involved in activism and philanthropy, founding a scholarship program for local high school students. In 2021, President Joe Biden (D) appointed Cisneros as under secretary of defense for personnel and readiness.

About Workday

Workday, Inc (NASDAQ: WDAY) is a provider of cloud-based enterprise applications focused on human capital management (HCM) and financial management. Founded in 2005 by Dave Duffield and Aneel Bhusri following their tenure at PeopleSoft, the company develops software-as-a-service solutions that help organizations manage workforce and financial processes in a unified, cloud-native environment. Workday’s platform emphasizes continuous updates, data security, and a configurable architecture aimed at large and mid-sized enterprises.

The company’s product portfolio centers on Workday Human Capital Management and Workday Financial Management, with additional offerings for payroll, talent management, workforce planning and analytics.