Workday, Inc. $WDAY Shares Sold by OneDigital Investment Advisors LLC

OneDigital Investment Advisors LLC lowered its stake in shares of Workday, Inc. (NASDAQ:WDAY) by 93.9% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 1,927 shares of the software maker’s stock after selling 29,836 shares during the quarter. OneDigital Investment Advisors LLC’s holdings in Workday were worth $464,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in WDAY. Rakuten Securities Inc. acquired a new position in shares of Workday in the second quarter valued at approximately $25,000. Berbice Capital Management LLC lifted its holdings in shares of Workday by 136.4% during the second quarter. Berbice Capital Management LLC now owns 130 shares of the software maker’s stock worth $31,000 after purchasing an additional 75 shares during the period. Golden State Wealth Management LLC grew its position in Workday by 2,216.7% in the 2nd quarter. Golden State Wealth Management LLC now owns 139 shares of the software maker’s stock valued at $33,000 after buying an additional 133 shares during the last quarter. Root Financial Partners LLC acquired a new position in Workday in the 3rd quarter valued at $40,000. Finally, Twin Peaks Wealth Advisors LLC acquired a new position in Workday in the 2nd quarter valued at $41,000. 89.81% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other news, insider Robert Enslin sold 22,185 shares of Workday stock in a transaction on Monday, January 5th. The stock was sold at an average price of $210.17, for a total value of $4,662,621.45. Following the completion of the sale, the insider owned 106,330 shares of the company’s stock, valued at $22,347,376.10. The trade was a 17.26% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Gerrit S. Kazmaier sold 6,547 shares of the company’s stock in a transaction on Friday, December 19th. The shares were sold at an average price of $218.77, for a total value of $1,432,287.19. Following the completion of the transaction, the insider owned 111,353 shares of the company’s stock, valued at $24,360,695.81. The trade was a 5.55% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 370,321 shares of company stock worth $78,866,401 in the last three months. 19.31% of the stock is currently owned by insiders.

More Workday News

Here are the key news stories impacting Workday this week:

• Positive Sentiment: Insperity partnership expands Workday into the SMB market with the general availability of Insperity HRScale, pairing Workday HCM with outsourced HR services — a tangible route to new recurring revenue and smaller-account penetration. Workday And Insperity Target SMB Growth With New HRScale Partnership
• Positive Sentiment: Healthcare integrations: Kahuna and Skillcentrix will bring clinically validated skills data into Workday for frontline healthcare workforces, strengthening industry-specific stickiness and compliance value of the platform. Kahuna and Skillcentrix Partner to Bring Trusted, Clinically Validated Skills Data into Workday
• Positive Sentiment: Bullish coverage and buyback/institutional support arguments note solid Q4 execution (revenue and EPS beat, margin expansion) and argue the pullback presents a long-term buying opportunity. Workday, Seriously, It’s Time to Buy This SaaS Leader
• Neutral Sentiment: Q4 results mixed: revenue and EPS topped expectations and margins improved, but management issued softer near-term guidance (2027), creating uncertainty around growth cadence despite operating leverage. Workday (WDAY) Is Down 9.0% After Softer 2027 Outlook and CEO Shift Back to Co-Founder
• Neutral Sentiment: Analyst reactions are mixed — some firms raised or maintained Buy ratings and raised targets, while many cut price targets after the guidance miss; that spread increases short-term volatility as investors sort the outlook. Workday Given New $206.00 Price Target at The Goldman Sachs Group
• Negative Sentiment: Significant analyst downgrades and price-target cuts (e.g., DA Davidson to $125, Citi cut to $148, UBS to $130 and multiple others) have pressured the stock and triggered a gap down in early trading. Workday price target lowered to $125 from $250 at DA Davidson
• Negative Sentiment: Macro/sector risk: renewed AI-selloff and skepticism about how AI will reshape enterprise software have depressed valuation multiples across SaaS names and increased investor risk aversion for names like Workday. Commentary from high‑profile commentators has added to the negative sentiment. Will AI Kill Software? Fear Creeps Beyond ‘Saaspocalypse,’ Hits IBM, DoorDash
• Negative Sentiment: Market reaction driven by guidance cut and executive leadership change (co‑founder Aneel Bhusri returning as CEO) increased uncertainty and likely accelerated selling pressure. Workday Retreats As Fiscal 2027 Guidance Falls Short Amid CEO’s Return

Workday Trading Down 3.8%

Shares of WDAY opened at $133.76 on Friday. The company has a debt-to-equity ratio of 0.38, a current ratio of 1.32 and a quick ratio of 1.83. Workday, Inc. has a 1-year low of $117.76 and a 1-year high of $276.00. The stock has a market cap of $35.18 billion, a price-to-earnings ratio of 51.85, a price-to-earnings-growth ratio of 1.23 and a beta of 1.13. The firm has a 50 day simple moving average of $179.53 and a 200-day simple moving average of $211.86.

Workday (NASDAQ:WDAY) last posted its quarterly earnings data on Tuesday, February 24th. The software maker reported $2.47 EPS for the quarter, topping analysts’ consensus estimates of $2.32 by $0.15. Workday had a return on equity of 13.37% and a net margin of 7.26%.The firm had revenue of $2.53 billion during the quarter, compared to analysts’ expectations of $2.52 billion. During the same quarter last year, the business posted $1.92 EPS. The firm’s quarterly revenue was up 14.5% compared to the same quarter last year. Equities analysts forecast that Workday, Inc. will post 2.63 EPS for the current fiscal year.

Analyst Ratings Changes

WDAY has been the topic of a number of recent analyst reports. Oppenheimer dropped their price target on shares of Workday from $200.00 to $165.00 and set an “outperform” rating on the stock in a research note on Wednesday. Loop Capital set a $280.00 target price on Workday in a research report on Wednesday, December 10th. Raymond James Financial reissued a “market perform” rating on shares of Workday in a report on Monday, February 9th. BTIG Research decreased their price target on Workday from $230.00 to $175.00 and set a “buy” rating on the stock in a research note on Wednesday. Finally, Guggenheim cut their price objective on Workday from $285.00 to $275.00 and set a “buy” rating for the company in a research report on Wednesday. One research analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and fifteen have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $205.19.

Workday Company Profile

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.