Workday (WDAY) Expected to Announce Quarterly Earnings on Tuesday

Workday (NASDAQ:WDAY) is expected to be announcing its Q4 2026 results after the market closes on Tuesday, February 24th. Analysts expect the company to announce earnings of $2.30 per share and revenue of $2.5232 billion for the quarter. Interested persons can find conference call details on the company’s upcoming Q4 2026 earning report page for the latest details on the call scheduled for Tuesday, February 24, 2026 at 4:30 PM ET.

Workday (NASDAQ:WDAY) last announced its quarterly earnings data on Tuesday, November 25th. The software maker reported $2.32 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.17 by $0.15. Workday had a net margin of 6.95% and a return on equity of 10.50%. The business had revenue of $2.43 billion during the quarter, compared to analyst estimates of $2.42 billion. During the same period last year, the firm posted $1.89 EPS. The company’s revenue was up 12.6% on a year-over-year basis. On average, analysts expect Workday to post $3 EPS for the current fiscal year and $4 EPS for the next fiscal year.

Workday Price Performance

WDAY stock opened at $144.42 on Tuesday. The company has a debt-to-equity ratio of 0.34, a quick ratio of 1.83 and a current ratio of 1.83. The company’s fifty day moving average price is $194.49 and its 200-day moving average price is $217.19. Workday has a one year low of $140.59 and a one year high of $281.00. The company has a market capitalization of $37.98 billion, a PE ratio of 60.68, a price-to-earnings-growth ratio of 1.23 and a beta of 1.14.

Analysts Set New Price Targets

WDAY has been the subject of several research reports. Guggenheim reissued a “buy” rating and set a $285.00 price objective on shares of Workday in a report on Wednesday, November 26th. BTIG Research dropped their price target on Workday from $285.00 to $230.00 and set a “buy” rating for the company in a research note on Monday, February 9th. Zacks Research downgraded Workday from a “strong-buy” rating to a “hold” rating in a research note on Thursday, October 30th. DA Davidson lowered their target price on Workday from $260.00 to $250.00 and set a “hold” rating for the company in a research report on Wednesday, November 26th. Finally, Barclays cut their target price on shares of Workday from $280.00 to $275.00 and set an “overweight” rating for the company in a report on Monday, January 12th. One research analyst has rated the stock with a Strong Buy rating, twenty-five have given a Buy rating and thirteen have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $269.06.

Insider Activity

In other Workday news, CEO Carl M. Eschenbach sold 3,125 shares of the business’s stock in a transaction on Monday, January 5th. The shares were sold at an average price of $210.00, for a total transaction of $656,250.00. Following the transaction, the chief executive officer owned 17,097 shares in the company, valued at $3,590,370. The trade was a 15.45% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, insider Robert Enslin sold 22,185 shares of the firm’s stock in a transaction dated Monday, January 5th. The stock was sold at an average price of $210.17, for a total transaction of $4,662,621.45. Following the completion of the sale, the insider owned 106,330 shares of the company’s stock, valued at $22,347,376.10. This trade represents a 17.26% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 370,321 shares of company stock worth $78,866,401. Company insiders own 20.00% of the company’s stock.

Hedge Funds Weigh In On Workday

Several hedge funds have recently added to or reduced their stakes in WDAY. MML Investors Services LLC boosted its position in shares of Workday by 4.1% during the fourth quarter. MML Investors Services LLC now owns 17,240 shares of the software maker’s stock valued at $3,703,000 after buying an additional 683 shares during the period. Aptus Capital Advisors LLC boosted its holdings in Workday by 9.7% during the 4th quarter. Aptus Capital Advisors LLC now owns 3,211 shares of the software maker’s stock valued at $690,000 after acquiring an additional 283 shares during the period. CreativeOne Wealth LLC grew its position in Workday by 6.6% in the 4th quarter. CreativeOne Wealth LLC now owns 4,061 shares of the software maker’s stock valued at $872,000 after acquiring an additional 252 shares during the last quarter. The Manufacturers Life Insurance Company increased its stake in Workday by 4.4% in the fourth quarter. The Manufacturers Life Insurance Company now owns 2,772,669 shares of the software maker’s stock worth $595,514,000 after purchasing an additional 116,125 shares during the period. Finally, UMB Bank n.a. lifted its position in shares of Workday by 38.8% during the fourth quarter. UMB Bank n.a. now owns 1,155 shares of the software maker’s stock worth $248,000 after purchasing an additional 323 shares during the last quarter. 89.81% of the stock is currently owned by institutional investors.

Workday Company 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.