Danske Bank A S Makes New $44.04 Million Investment in Workday, Inc. $WDAY

Danske Bank A S acquired a new stake in Workday, Inc. (NASDAQ:WDAY) in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 182,935 shares of the software maker’s stock, valued at approximately $44,038,000. Danske Bank A S owned approximately 0.07% of Workday at the end of the most recent reporting period.

Other hedge funds have also made changes to their positions in the company. Perennial Investment Advisors LLC lifted its position in Workday by 2.8% in the second quarter. Perennial Investment Advisors LLC now owns 1,741 shares of the software maker’s stock worth $418,000 after purchasing an additional 48 shares during the period. Bay Harbor Wealth Management LLC boosted its stake in Workday by 12.0% during the 3rd quarter. Bay Harbor Wealth Management LLC now owns 458 shares of the software maker’s stock valued at $110,000 after purchasing an additional 49 shares in the last quarter. Farther Finance Advisors LLC increased its position in shares of Workday by 1.2% during the 3rd quarter. Farther Finance Advisors LLC now owns 4,128 shares of the software maker’s stock valued at $994,000 after purchasing an additional 49 shares during the period. Kingsview Wealth Management LLC increased its position in shares of Workday by 1.1% during the 2nd quarter. Kingsview Wealth Management LLC now owns 4,544 shares of the software maker’s stock valued at $1,091,000 after purchasing an additional 50 shares during the period. Finally, Strategic Investment Advisors MI raised its stake in shares of Workday by 1.6% in the 2nd quarter. Strategic Investment Advisors MI now owns 3,263 shares of the software maker’s stock worth $777,000 after buying an additional 50 shares in the last quarter. Institutional investors and hedge funds own 89.81% of the company’s stock.

Analysts Set New Price Targets

WDAY has been the subject of several research analyst reports. Rosenblatt Securities cut their price objective on Workday from $180.00 to $150.00 and set a “buy” rating for the company in a report on Wednesday, February 25th. Sanford C. Bernstein lowered their target price on Workday from $298.00 to $214.00 and set an “outperform” rating on the stock in a report on Wednesday, February 25th. Guggenheim cut their price target on shares of Workday from $285.00 to $275.00 and set a “buy” rating for the company in a report on Wednesday, February 25th. Oppenheimer reduced their price objective on shares of Workday from $200.00 to $165.00 and set an “outperform” rating for the company in a research report on Wednesday, February 25th. Finally, JPMorgan Chase & Co. lowered their price objective on shares of Workday from $270.00 to $230.00 and set an “overweight” rating on the stock in a research note on Tuesday, February 24th. Nineteen investment analysts have rated the stock with a Buy rating and fifteen have given a Hold rating to the company. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $199.71.

Workday Trading Down 2.1%

Shares of NASDAQ WDAY opened at $132.29 on Thursday. The company has a current ratio of 1.32, a quick ratio of 1.32 and a debt-to-equity ratio of 0.38. Workday, Inc. has a one year low of $117.76 and a one year high of $276.00. The business has a 50-day moving average price of $160.08 and a two-hundred day moving average price of $203.97. The firm has a market capitalization of $34.00 billion, a PE ratio of 51.28, a PEG ratio of 1.31 and a beta of 1.16.

Workday (NASDAQ:WDAY) last issued its earnings results on Tuesday, February 24th. The software maker reported $2.47 earnings per share for the quarter, beating analysts’ consensus estimates of $2.32 by $0.15. The company had revenue of $2.53 billion for the quarter, compared to the consensus estimate of $2.52 billion. Workday had a return on equity of 13.37% and a net margin of 7.26%.The firm’s quarterly revenue was up 14.5% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.92 EPS. As a group, analysts predict that Workday, Inc. will post 2.63 earnings per share for the current fiscal year.

Insider Activity at Workday

In related news, CFO Zane Rowe sold 6,000 shares of the stock in a transaction on Tuesday, January 6th. The stock was sold at an average price of $208.75, for a total transaction of $1,252,500.00. Following the completion of the sale, the chief financial officer directly owned 159,158 shares in the company, valued at approximately $33,224,232.50. This trade represents a 3.63% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Gerrit S. Kazmaier sold 3,759 shares of the business’s stock in a transaction dated Tuesday, January 6th. The shares were sold at an average price of $208.73, for a total value of $784,616.07. Following the completion of the transaction, the insider owned 105,167 shares in the company, valued at $21,951,507.91. This trade represents a 3.45% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 636,862 shares of company stock worth $103,687,476. 19.31% of the stock is currently owned by company insiders.

Key Headlines Impacting Workday

Here are the key news stories impacting Workday this week:

• Positive Sentiment: Workday launched “Sana” globally — a conversational superintelligence (Sana for Workday, Sana Self‑Service Agent, and Sana Enterprise) designed to automate HR and finance workflows and connect Workday to apps like Gmail, Outlook and Salesforce; this could accelerate product adoption and expand addressable spend. Introducing Sana from Workday
• Positive Sentiment: Workday rolled out new AI agent control tools aimed at enterprise governance and procurement — a practical move that can remove adoption hurdles for CIOs concerned about agent risk and compliance. Workday Rolls Out New AI Agent Control Tools
• Positive Sentiment: AppZen completed a Workday Design Approved integration for autonomous expense auditing, expanding Workday’s marketplace ecosystem and making it easier for customers to deploy AI expense controls inside Workday. AppZen completes Workday Integration
• Positive Sentiment: Third‑party adoption signal — Incredible Health’s AI interview agent now integrates with multiple ATS platforms, including Workday, which highlights Workday’s position as a common integration target in healthcare hiring flows. Incredible Health’s AI Voice Agent Lyn Integrates
• Neutral Sentiment: Workday is named among Western U.S. firms expanding operations in Ireland — a positive for international footprint but not an immediate revenue driver. West Coast Powers Record Year for U.S. Investment in Ireland
• Negative Sentiment: Major insider David A. Duffield sold 107,500 shares (~$14.3M at the sale price), cutting his stake by ~50% — a large, disclosed insider sale that can alarm investors regardless of company fundamentals. SEC Form 4 — Duffield Sale
• Negative Sentiment: Critical commentary argues AI agents may weaken seat‑based licensing (“AI agents don’t buy seats”) and highlights Workday’s sharp YTD share decline, feeding skepticism about long‑term revenue implications of autonomous agents. AI agents don’t buy seats

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.