Workday, Inc. $WDAY Stock Holdings Decreased by Janus Henderson Group PLC

Janus Henderson Group PLC lowered its position in shares of Workday, Inc. (NASDAQ:WDAY) by 66.6% during the first quarter, Holdings Channel reports. The fund owned 1,673,794 shares of the software maker’s stock after selling 3,344,111 shares during the quarter. Janus Henderson Group PLC’s holdings in Workday were worth $217,459,000 at the end of the most recent quarter.

Several other hedge funds have also made changes to their positions in the company. Auto Owners Insurance Co lifted its stake in Workday by 25,412.8% in the 4th quarter. Auto Owners Insurance Co now owns 10,230,616 shares of the software maker’s stock worth $2,197,332,000 after acquiring an additional 10,190,516 shares in the last quarter. Vanguard Group Inc. grew its stake in Workday by 14.7% during the 4th quarter. Vanguard Group Inc. now owns 25,009,288 shares of the software maker’s stock valued at $5,371,495,000 after acquiring an additional 3,210,232 shares in the last quarter. Norges Bank purchased a new position in Workday during the 4th quarter valued at about $448,804,000. First Eagle Investment Management LLC increased its holdings in shares of Workday by 87.8% in the 4th quarter. First Eagle Investment Management LLC now owns 4,338,773 shares of the software maker’s stock valued at $931,882,000 after purchasing an additional 2,028,085 shares during the period. Finally, Hotchkis & Wiley Capital Management LLC lifted its position in shares of Workday by 47.5% in the third quarter. Hotchkis & Wiley Capital Management LLC now owns 5,842,491 shares of the software maker’s stock worth $1,406,463,000 after purchasing an additional 1,882,391 shares in the last quarter. Hedge funds and other institutional investors own 89.81% of the company’s stock.

Insider Buying and Selling

In other news, CAO Mark S. Garfield sold 918 shares of the company’s stock in a transaction dated Friday, July 10th. The stock was sold at an average price of $142.19, for a total transaction of $130,530.42. Following the completion of the sale, the chief accounting officer owned 73,718 shares in the company, valued at approximately $10,481,962.42. This represents a 1.23% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Zane Rowe sold 6,000 shares of the stock in a transaction dated Tuesday, July 7th. The shares were sold at an average price of $143.70, for a total value of $862,200.00. Following the transaction, the chief financial officer directly owned 288,460 shares in the company, valued at approximately $41,451,702. This represents a 2.04% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last ninety days, insiders have sold 875,020 shares of company stock valued at $113,938,503. 18.64% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

Several analysts recently commented on WDAY shares. Bank of America started coverage on shares of Workday in a report on Wednesday, May 27th. They set a “neutral” rating and a $140.00 price target for the company. DA Davidson set a $135.00 target price on shares of Workday in a research report on Tuesday, May 26th. TD Cowen reissued a “hold” rating on shares of Workday in a research note on Friday, May 22nd. BTIG Research reissued a “buy” rating and set a $175.00 target price on shares of Workday in a research note on Monday, May 18th. Finally, BMO Capital Markets restated an “outperform” rating on shares of Workday in a report on Friday, May 22nd. One research analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, thirteen have assigned a Hold rating and three have assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $179.80.

Workday Stock Performance

WDAY stock opened at $158.11 on Friday. The company has a market capitalization of $39.05 billion, a price-to-earnings ratio of 49.41, a P/E/G ratio of 1.79 and a beta of 1.11. The firm has a 50 day moving average of $135.67 and a two-hundred day moving average of $139.92. The company has a quick ratio of 1.01, a current ratio of 1.01 and a debt-to-equity ratio of 0.30. Workday, Inc. has a 12 month low of $110.36 and a 12 month high of $249.85.

Workday (NASDAQ:WDAY) last released its quarterly earnings data on Thursday, May 21st. The software maker reported $2.66 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.51 by $0.15. The business had revenue of $2.54 billion during the quarter, compared to analyst estimates of $2.52 billion. Workday had a net margin of 8.60% and a return on equity of 14.75%. Workday’s quarterly revenue was up 13.5% compared to the same quarter last year. During the same quarter in the previous year, the business earned $2.23 EPS. As a group, equities analysts anticipate that Workday, Inc. will post 5.38 EPS for the current fiscal year.

More Workday News

Here are the key news stories impacting Workday this week:

• Positive Sentiment: EarnIn partnership expands Workday’s payroll ecosystem. EarnIn will integrate its earnings-management tools into Workday’s Enhanced Direct Deposit Switching platform beginning October 1, 2026. The offering could improve payroll enrollment and data integrity while adding financial-wellness features for employees at Workday’s more than 11,500 customer organizations. This may strengthen Workday’s enterprise HR and payroll value proposition, although the immediate financial impact was not disclosed. EarnIn Partners with Workday to Bring Enhanced Direct Deposit to Millions of Working Americans
• Positive Sentiment: Technical indicators had recently improved. Zacks reported that WDAY moved above its 200-day moving average, a development often viewed as a sign of improving long-term momentum and potential technical support. Workday Crossed Above the 200-Day Moving Average
• Neutral Sentiment: Analyst and investor attention remains elevated. Zacks highlighted Workday as a highly followed, top-ranked growth stock. However, these style rankings and trend-based articles do not represent new earnings guidance or a fundamental change in the company’s outlook. Workday Is a Top-Ranked Growth Stock
• Negative Sentiment: Macroeconomic pressure was the main near-term headwind. U.S. stocks declined after the Fed maintained its policy rate amid a split decision, increasing uncertainty over the timing of future rate cuts. Higher-for-longer interest rates can weigh particularly heavily on richly valued growth and software stocks such as Workday. Equities Tumble Following Fed’s Divided Decision

Workday 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.