Workday (NASDAQ:WDAY) Stock Bought Rep. Gilbert Ray Cisneros, Jr.

Representative Gilbert Ray Cisneros, Jr. (Democratic-California) recently bought shares of Workday, Inc. (NASDAQ:WDAY). In a filing disclosed on September 10th, the Representative disclosed that they had bought between $1,001 and $15,000 in Workday stock on August 18th. 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):

• Sold $1,001 – $15,000 in shares of DoorDash (NASDAQ:DASH) on 8/28/2026.
• Purchased $15,001 – $50,000 in shares of Quanta Services (NYSE:PWR) on 8/27/2026.
• Purchased $15,001 – $50,000 in shares of Eaton (NYSE:ETN) on 8/27/2026.
• Sold $15,001 – $50,000 in shares of NIKE (NYSE:NKE) on 8/27/2026.
• Sold $1,001 – $15,000 in shares of Phreesia (NYSE:PHR) on 8/26/2026.
• Purchased $1,001 – $15,000 in shares of Wheaton Precious Metals (NYSE:WPM) on 8/26/2026.
• Purchased $1,001 – $15,000 in shares of Walmart (NASDAQ:WMT) on 8/26/2026.
• Purchased $1,001 – $15,000 in shares of The Goldman Sachs Group (NYSE:GS) on 8/26/2026.
• Sold $15,001 – $50,000 in shares of Lamar Advertising (NASDAQ:LAMR) on 8/25/2026.
• Sold $1,001 – $15,000 in shares of Phreesia (NYSE:PHR) on 8/25/2026.

Workday Stock Up 0.3%

NASDAQ WDAY traded up $0.61 during trading hours on Friday, reaching $185.70. 1,856,521 shares of the company traded hands, compared to its average volume of 3,952,849. The stock has a market capitalization of $44.75 billion, a PE ratio of 37.67, a PEG ratio of 1.87 and a beta of 1.08. The company has a current ratio of 0.91, a quick ratio of 0.91 and a debt-to-equity ratio of 0.31. Workday, Inc. has a 12 month low of $110.36 and a 12 month high of $249.85. The company has a 50 day moving average of $171.85 and a two-hundred day moving average of $144.23.

Workday (NASDAQ:WDAY) last released its earnings results on Thursday, August 27th. The software maker reported $2.75 earnings per share for the quarter, topping the consensus estimate of $2.61 by $0.14. Workday had a net margin of 12.32% and a return on equity of 20.95%. The company had revenue of $2.65 billion during the quarter, compared to the consensus estimate of $2.64 billion. During the same quarter in the previous year, the firm earned $2.21 EPS. The company’s revenue was up 12.8% on a year-over-year basis. As a group, equities analysts expect that Workday, Inc. will post 5.3 earnings per share for the current year.

Hedge Funds Weigh In On Workday

A number of hedge funds and other institutional investors have recently bought and sold shares of the stock. Junto Capital Management LP bought a new position in shares of Workday during the second quarter valued at approximately $45,000,000. Tidal Investments LLC lifted its holdings in shares of Workday by 43.6% in the 2nd quarter. Tidal Investments LLC now owns 1,439,456 shares of the software maker’s stock worth $176,218,000 after purchasing an additional 437,175 shares during the last quarter. Van Hulzen Asset Management LLC bought a new stake in shares of Workday in the 2nd quarter worth approximately $511,000. National Pension Service boosted its position in Workday by 11.9% during the 2nd quarter. National Pension Service now owns 460,512 shares of the software maker’s stock valued at $56,376,000 after purchasing an additional 49,070 shares during the period. Finally, Integrated Wealth Concepts LLC boosted its position in Workday by 16.5% during the 2nd quarter. Integrated Wealth Concepts LLC now owns 1,960 shares of the software maker’s stock valued at $240,000 after purchasing an additional 277 shares during the period. 89.81% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Workday

In other news, insider Robert Enslin sold 5,374 shares of the company’s stock in a transaction dated Sunday, July 5th. The shares were sold at an average price of $134.90, for a total transaction of $724,952.60. Following the completion of the transaction, the insider owned 239,469 shares in the company, valued at approximately $32,304,368.10. This represents a 2.19% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. 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. Also, major shareholder David A. Duffield sold 90,615 shares of the stock in a transaction dated Friday, September 4th. The stock was sold at an average price of $198.14, for a total transaction of $17,954,456.10. Following the completion of the sale, the insider directly owned 105,049 shares in the company, valued at approximately $20,814,408.86. This trade represents a 46.31% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 738,096 shares of company stock valued at $106,054,737 over the last three months. 18.64% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

Several analysts recently weighed in on WDAY shares. Wells Fargo & Company boosted their price objective on Workday from $215.00 to $225.00 and gave the company an “overweight” rating in a report on Friday, August 28th. HC Wainwright set a $140.00 target price on Workday in a research report on Wednesday, May 27th. Oppenheimer boosted their price target on Workday from $165.00 to $220.00 and gave the company an “outperform” rating in a report on Monday, August 24th. Barclays upped their price target on Workday from $200.00 to $224.00 and gave the company an “overweight” rating in a research report on Friday, August 28th. Finally, Sanford C. Bernstein raised their price objective on Workday from $216.00 to $238.00 and gave the stock an “outperform” rating in a research note on Friday, August 28th. Twenty equities research analysts have rated the stock with a Buy rating, eighteen have issued a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average target price of $206.34.

More Workday News

Here are the key news stories impacting Workday this week:

• Positive Sentiment: Analyst upgrade: DBS Bank upgraded Workday to “Hold,” providing a more favorable view of the stock after its recent recovery. The rating follows Workday’s latest earnings report, in which revenue rose 12.8% year over year to $2.65 billion and adjusted earnings exceeded expectations.
• Positive Sentiment: New chief marketing officer: Workday appointed Sarah Kennedy Ellis as chief marketing officer, effective October 5. Her experience is expected to support the company’s enterprise AI positioning, brand expansion and go-to-market strategy. Workday Names Sarah Kennedy Ellis Chief Marketing Officer
• Positive Sentiment: Industry recognition: Workday was named a leading human-capital-management provider for the 11th consecutive year, reinforcing the strength of its core HCM franchise and competitive position. Workday named HCM leader for 11th straight year
• Neutral Sentiment: Short-interest data: Reported short interest was zero, producing a zero-day short ratio. Because the figures show no meaningful short position, the data provides little indication of near-term buying or short-covering pressure.
• Negative Sentiment: Insider selling: Major shareholder David Duffield sold 90,615 shares worth approximately $17.95 million under a pre-arranged Rule 10b5-1 plan, reducing his stake by 46.3%. Workday’s CFO also sold 2,808 shares for about $550,000. Planned transactions do not necessarily signal deteriorating fundamentals, but the sales can weigh on sentiment.

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 develops cloud-based enterprise software designed to help organizations manage finance, human resources and related business operations. Its platform provides tools for financial management, accounting, procurement, expenses, payroll, workforce management, recruiting, talent management, employee experience and enterprise planning.

The company also offers analytics, reporting and artificial intelligence capabilities that support budgeting, forecasting, workforce planning and business decision-making.