Gerrit Kazmaier Sells 3,759 Shares of Workday (NASDAQ:WDAY) Stock

Workday, Inc. (NASDAQ:WDAY) insider Gerrit Kazmaier sold 3,759 shares of the firm’s stock in a transaction on Tuesday, January 6th. The stock was sold at an average price of $208.73, for a total transaction of $784,616.07. Following the completion of the transaction, the insider directly owned 105,167 shares of the company’s stock, valued at approximately $21,951,507.91. This represents a 3.45% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link.

Workday Trading Down 0.6%

Shares of NASDAQ:WDAY opened at $209.79 on Friday. The company has a market capitalization of $55.17 billion, a PE ratio of 88.15, a PEG ratio of 2.38 and a beta of 1.14. The company has a current ratio of 1.83, a quick ratio of 1.83 and a debt-to-equity ratio of 0.34. The business has a 50 day moving average of $220.50 and a two-hundred day moving average of $228.67. Workday, Inc. has a 12-month low of $202.22 and a 12-month high of $283.68.

Workday (NASDAQ:WDAY) last issued its quarterly earnings results on Tuesday, November 25th. The software maker reported $2.32 earnings per share for the quarter, beating analysts’ consensus estimates of $2.17 by $0.15. The firm had revenue of $2.43 billion for the quarter, compared to analyst estimates of $2.42 billion. Workday had a net margin of 6.95% and a return on equity of 10.50%. Workday’s quarterly revenue was up 12.6% compared to the same quarter last year. During the same period last year, the company posted $1.89 EPS. As a group, analysts forecast that Workday, Inc. will post 2.63 EPS for the current year.

Analyst Upgrades and Downgrades

Several analysts have recently commented on the company. UBS Group set a $260.00 price target on Workday in a report on Wednesday, November 26th. Oppenheimer reiterated an “outperform” rating on shares of Workday in a report on Wednesday, November 26th. Macquarie restated a “buy” rating on shares of Workday in a research note on Wednesday, November 26th. Wells Fargo & Company decreased their price objective on Workday from $300.00 to $290.00 and set an “overweight” rating for the company in a report on Wednesday, November 26th. Finally, Barclays decreased their price target on Workday from $288.00 to $280.00 and set an “overweight” rating for the company in a research report on Wednesday, November 26th. Two analysts have rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating and twelve have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $281.59.

Institutional Investors Weigh In On Workday

Several institutional investors have recently added to or reduced their stakes in the stock. Rakuten Securities Inc. acquired a new position in shares of Workday during the 2nd quarter worth about $25,000. Measured Wealth Private Client Group LLC acquired a new position in Workday in the 3rd quarter valued at approximately $26,000. JPL Wealth Management LLC bought a new position in Workday during the 3rd quarter worth approximately $30,000. Berbice Capital Management LLC increased its stake in shares of Workday by 136.4% in the 2nd quarter. Berbice Capital Management LLC now owns 130 shares of the software maker’s stock valued at $31,000 after acquiring an additional 75 shares in the last quarter. Finally, Golden State Wealth Management LLC grew its stake in Workday by 2,216.7% in the second quarter. Golden State Wealth Management LLC now owns 139 shares of the software maker’s stock valued at $33,000 after acquiring an additional 133 shares during the period. 89.81% of the stock is owned by institutional investors.

Workday News Roundup

Here are the key news stories impacting Workday this week:

• Positive Sentiment: Workday highlighted new customer wins and AI innovations aimed at retail and hospitality frontline workers, reinforcing demand in a high‑volume vertical and potential for subscription expansion. Workday Retail & Hospitality Momentum
• Positive Sentiment: Workday added the Paradox conversational ATS to its ecosystem, which uses AI to speed frontline hiring — a capability that can increase add‑on sales and stickiness for large employers. Paradox ATS Partnership
• Neutral Sentiment: Workday’s recent quarterly results showed revenue growth (~12.6% YoY) and an EPS beat; analysts remain mostly constructive (consensus “Moderate Buy”, avg PT ≈ $281.6), supporting mid/long‑term bullish views but valuation (high P/E) leaves limited margin for disappointment. MarketBeat Summary
• Negative Sentiment: CEO Carl Eschenbach sold 3,125 shares at about $210 — disclosed in Form 4 — which can be perceived as insiders taking profits and contributes to near‑term downward pressure. CEO Form 4
• Negative Sentiment: CFO Zane Rowe sold 6,000 shares (~$1.25M at ~$208.75), a modest cut in his stake that adds to the cluster of senior exec sales this week. CFO Form 4
• Negative Sentiment: Former executive/insider Robert Enslin sold 22,185 shares (~$4.66M), the largest single sale reported, which may weigh on sentiment given its size. Enslin Form 4
• Negative Sentiment: Gerrit S. Kazmaier sold ~3,759 shares (~$785k), and Richard H. Sauer sold 1,130 shares (~$237k), adding to the pattern of insider trimming this week. Kazmaier Form 4 Sauer Sale

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.