Research Analysts Offer Predictions for Workday Q1 Earnings

Workday, Inc. (NASDAQ:WDAY) – Research analysts at William Blair issued their Q1 2026 earnings per share (EPS) estimates for shares of Workday in a research report issued on Wednesday, February 26th. William Blair analyst J. Roberge forecasts that the software maker will post earnings of $0.78 per share for the quarter. The consensus estimate for Workday’s current full-year earnings is $2.63 per share. William Blair also issued estimates for Workday’s Q2 2026 earnings at $0.89 EPS, Q3 2026 earnings at $0.97 EPS, Q4 2026 earnings at $1.03 EPS and FY2026 earnings at $3.67 EPS.

Workday (NASDAQ:WDAY) last announced its earnings results on Tuesday, February 25th. The software maker reported $0.48 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.75 by ($1.27). Workday had a net margin of 19.86% and a return on equity of 6.13%. The firm had revenue of $2.21 billion during the quarter, compared to analyst estimates of $2.18 billion.

Other equities research analysts have also issued research reports about the company. Wells Fargo & Company lifted their target price on Workday from $330.00 to $360.00 and gave the company an “overweight” rating in a research report on Wednesday, February 26th. KeyCorp boosted their price target on Workday from $305.00 to $335.00 and gave the stock an “overweight” rating in a research report on Wednesday, February 26th. BMO Capital Markets boosted their price target on Workday from $300.00 to $314.00 and gave the stock an “outperform” rating in a research report on Thursday, February 27th. Mizuho boosted their price target on Workday from $280.00 to $320.00 and gave the stock an “outperform” rating in a research report on Friday, December 13th. Finally, UBS Group boosted their price target on Workday from $255.00 to $285.00 and gave the stock a “neutral” rating in a research report on Wednesday, February 26th. Ten research analysts have rated the stock with a hold rating, twenty have issued a buy rating and one has given a strong buy rating to the company. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $302.14.

Workday Stock Down 0.4 %

Shares of Workday stock opened at $253.63 on Monday. The business’s 50 day simple moving average is $259.17 and its 200 day simple moving average is $255.46. Workday has a 52-week low of $199.81 and a 52-week high of $294.00. The firm has a market cap of $67.47 billion, a PE ratio of 42.06, a P/E/G ratio of 3.55 and a beta of 1.35. The company has a debt-to-equity ratio of 0.35, a quick ratio of 2.05 and a current ratio of 2.05.

Insider Activity at Workday

In other news, major shareholder David A. Duffield sold 57,000 shares of the company’s stock in a transaction on Wednesday, December 18th. The stock was sold at an average price of $275.31, for a total transaction of $15,692,670.00. Following the completion of the sale, the insider now directly owns 284,000 shares in the company, valued at approximately $78,188,040. This represents a 16.72 % decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, Director Wayne A.I. Frederick sold 1,829 shares of the company’s stock in a transaction on Thursday, January 2nd. The shares were sold at an average price of $253.09, for a total value of $462,901.61. Following the sale, the director now owns 6,845 shares of the company’s stock, valued at approximately $1,732,401.05. The trade was a 21.09 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 369,374 shares of company stock worth $95,786,918 in the last ninety days. 20.00% of the stock is owned by company insiders.

Institutional Trading of Workday

A number of institutional investors have recently modified their holdings of the stock. Vanguard Group Inc. lifted its position in shares of Workday by 28.9% during the 4th quarter. Vanguard Group Inc. now owns 20,142,800 shares of the software maker’s stock valued at $5,197,447,000 after acquiring an additional 4,517,272 shares during the period. Janus Henderson Group PLC lifted its position in shares of Workday by 10.7% during the 3rd quarter. Janus Henderson Group PLC now owns 4,985,131 shares of the software maker’s stock valued at $1,218,415,000 after acquiring an additional 480,459 shares during the period. State Street Corp lifted its position in shares of Workday by 1.4% during the 3rd quarter. State Street Corp now owns 4,842,729 shares of the software maker’s stock valued at $1,183,611,000 after acquiring an additional 67,380 shares during the period. Geode Capital Management LLC lifted its position in shares of Workday by 61.9% during the 4th quarter. Geode Capital Management LLC now owns 4,637,387 shares of the software maker’s stock worth $1,193,105,000 after buying an additional 1,772,223 shares during the last quarter. Finally, The Manufacturers Life Insurance Company lifted its position in shares of Workday by 60.7% during the 4th quarter. The Manufacturers Life Insurance Company now owns 3,722,255 shares of the software maker’s stock worth $960,454,000 after buying an additional 1,406,088 shares during the last quarter. 89.81% of the stock is currently owned by institutional investors.

About Workday

Workday, Inc provides enterprise cloud applications in the United States and internationally. Its applications help its customers to plan, execute, analyze, and extend to other applications and environments to manage their business and operations. The company offers a suite of financial management applications to maintain accounting information in the general ledger; manage financial processes, such as payables and receivables; identify real-time financial, operational, and management insights; enhance financial consolidation; reduce time-to-close; promote internal control and auditability; and achieve consistency across finance operations.