Hsbc Holdings PLC Takes $1.20 Million Position in Workiva Inc. $WK

Hsbc Holdings PLC purchased a new stake in Workiva Inc. (NYSE:WK) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 13,880 shares of the software maker’s stock, valued at approximately $1,196,000.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Eminence Capital LP increased its stake in shares of Workiva by 40.7% in the 3rd quarter. Eminence Capital LP now owns 3,723,546 shares of the software maker’s stock worth $320,523,000 after acquiring an additional 1,076,778 shares during the last quarter. Conestoga Capital Advisors LLC increased its position in Workiva by 8.7% during the fourth quarter. Conestoga Capital Advisors LLC now owns 1,083,243 shares of the software maker’s stock worth $93,430,000 after purchasing an additional 87,056 shares during the last quarter. Hotchkis & Wiley Capital Management LLC purchased a new position in Workiva during the third quarter worth about $88,289,000. Fuller & Thaler Asset Management Inc. raised its stake in Workiva by 11.4% during the fourth quarter. Fuller & Thaler Asset Management Inc. now owns 893,859 shares of the software maker’s stock worth $77,095,000 after purchasing an additional 91,808 shares during the period. Finally, UBS Group AG boosted its holdings in Workiva by 40.8% in the 3rd quarter. UBS Group AG now owns 778,118 shares of the software maker’s stock valued at $66,980,000 after purchasing an additional 225,449 shares during the last quarter. Institutional investors and hedge funds own 92.21% of the company’s stock.

Wall Street Analysts Forecast Growth

Several analysts have recently weighed in on the stock. Robert W. Baird set a $74.00 price target on shares of Workiva in a research note on Wednesday, May 6th. Raymond James Financial reiterated an “outperform” rating and issued a $85.00 price objective on shares of Workiva in a report on Wednesday, May 6th. Wall Street Zen lowered Workiva from a “strong-buy” rating to a “buy” rating in a research report on Saturday, July 4th. Stifel Nicolaus lowered their price objective on Workiva from $79.00 to $65.00 and set a “buy” rating for the company in a research report on Wednesday, May 6th. Finally, Weiss Ratings cut Workiva from a “sell (d+)” rating to a “sell (d)” rating in a research note on Friday, May 22nd. Ten analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $88.50.

Insider Buying and Selling

In other Workiva news, Director Robert H. Herz sold 1,000 shares of the business’s stock in a transaction that occurred on Friday, May 29th. The shares were sold at an average price of $49.69, for a total transaction of $49,690.00. Following the completion of the transaction, the director owned 34,802 shares in the company, valued at $1,729,311.38. The trade was a 2.79% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. 4.77% of the stock is owned by company insiders.

Workiva Trading Down 0.0%

Workiva stock opened at $52.15 on Monday. The firm has a market capitalization of $2.93 billion, a P/E ratio of 226.76 and a beta of 0.50. Workiva Inc. has a twelve month low of $43.34 and a twelve month high of $97.10. The stock’s fifty day simple moving average is $49.45 and its 200-day simple moving average is $61.64.

Workiva (NYSE:WK) last released its earnings results on Tuesday, May 5th. The software maker reported $0.77 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.66 by $0.11. Workiva had a negative return on equity of 68.43% and a net margin of 1.53%.The firm had revenue of $247.31 million during the quarter, compared to analyst estimates of $245.17 million. During the same period last year, the business posted $0.14 earnings per share. Workiva’s revenue was up 19.9% compared to the same quarter last year. Workiva has set its FY 2026 guidance at 2.850-2.950 EPS and its Q2 2026 guidance at 0.620-0.650 EPS. Sell-side analysts predict that Workiva Inc. will post 0.92 earnings per share for the current year.

Workiva Profile

Workiva, originally founded as WebFilings in 2008, delivers a cloud-native platform designed to streamline and connect data, documents and teams for reporting and compliance. Its flagship Workiva platform supports a range of applications including financial reporting, regulatory filings, internal controls documentation, risk management and environmental, social and governance (ESG) disclosures. By centralizing data and automating workflows, the company helps organizations improve accuracy, transparency and auditability across critical reporting processes.

The Workiva platform offers modular solutions that integrate with existing enterprise systems and data sources.