Gerrit Kazmaier Sells 9,356 Shares of Workday (NASDAQ:WDAY) Stock

Workday, Inc. (NASDAQ:WDAY) insider Gerrit Kazmaier sold 9,356 shares of the business’s stock in a transaction on Tuesday, April 7th. The stock was sold at an average price of $128.39, for a total value of $1,201,216.84. Following the completion of the transaction, the insider directly owned 165,074 shares in the company, valued at approximately $21,193,850.86. This represents a 5.36% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. 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.

Workday Price Performance

Workday stock opened at $119.17 on Thursday. The company has a debt-to-equity ratio of 0.38, a quick ratio of 1.32 and a current ratio of 1.32. The firm has a market cap of $30.63 billion, a P/E ratio of 46.19, a P/E/G ratio of 1.28 and a beta of 1.14. The business’s fifty day moving average is $141.00 and its two-hundred day moving average is $193.52. Workday, Inc. has a 52 week low of $117.76 and a 52 week high of $276.00.

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

Institutional Investors Weigh In On Workday

Several large investors have recently modified their holdings of WDAY. Brighton Jones LLC increased its holdings in shares of Workday by 230.2% in the fourth quarter. Brighton Jones LLC now owns 4,005 shares of the software maker’s stock worth $1,033,000 after acquiring an additional 2,792 shares in the last quarter. Empowered Funds LLC increased its holdings in shares of Workday by 12.1% in the first quarter. Empowered Funds LLC now owns 11,142 shares of the software maker’s stock worth $2,602,000 after acquiring an additional 1,206 shares in the last quarter. Geneos Wealth Management Inc. increased its holdings in shares of Workday by 211.7% in the first quarter. Geneos Wealth Management Inc. now owns 187 shares of the software maker’s stock worth $44,000 after acquiring an additional 127 shares in the last quarter. Sivia Capital Partners LLC bought a new stake in shares of Workday in the second quarter worth about $281,000. Finally, Quantbot Technologies LP bought a new stake in shares of Workday in the second quarter worth about $700,000. 89.81% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

WDAY has been the topic of several research reports. UBS Group cut their price target on Workday from $170.00 to $130.00 and set a “neutral” rating on the stock in a research note on Wednesday, February 25th. Robert W. Baird set a $195.00 price target on Workday in a research note on Tuesday, February 24th. Guggenheim cut their price target on Workday from $285.00 to $275.00 and set a “buy” rating on the stock in a research note on Wednesday, February 25th. Weiss Ratings lowered Workday from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Friday, March 20th. Finally, Morgan Stanley cut their target price on Workday from $280.00 to $200.00 and set an “equal weight” rating on the stock in a research note on Monday, February 23rd. Nineteen research analysts have rated the stock with a Buy rating, fourteen have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $199.71.

Trending Headlines about Workday

Here are the key news stories impacting Workday this week:

• Positive Sentiment: Workday added a financial‑wellness partner (OnePay) to its Workday Wellness/EDDS capabilities, improving employer benefit integrations and a potential incremental revenue/usage path. From Perk to Platform: OnePay Forms Partnership with Workday
• Positive Sentiment: Workday was named a Leader in Gartner’s 2026 Magic Quadrant for Higher Education Student Information Systems — a product endorsement that supports longer‑term adoption in higher‑ed recurring revenue streams. Workday Named a Leader in 2026 Gartner® Magic Quadrant™ for Higher Education Student Information Systems
• Positive Sentiment: Partner ecosystem consolidation: UST acquired Intecrowd, a Workday implementation partner, which can expand channel capacity and help accelerate deployments for customers. That supports Workday’s go‑to‑market indirectly. UST Acquires Award‑Winning Workday Partner Intecrowd
• Neutral Sentiment: Market roundups and price‑action stories summarize WDAY’s pullback vs. the market but add little new company detail. Useful for context, not a catalyst. Workday (WDAY) Stock Sinks As Market Gains: Here’s Why
• Neutral Sentiment: Analyst coverage is mixed: several early‑2026 target cuts reduced upside, but consensus remains a “Moderate Buy” with a mid‑$190s average target — this keeps longer‑term analyst support but limits near‑term enthusiasm.
• Negative Sentiment: Large insider sale: founder David Duffield sold 107,500 shares (~$13.9M) under a pre‑arranged 10b5‑1 plan, cutting his stake by ~50% — the size of the sale is significant and likely weighed on sentiment today. SEC filing: Duffield Form 4
• Negative Sentiment: Multiple insider sales (CFO Zane Rowe, Robert Enslin, Gerrit Kazmaier) — mostly executed under 10b5‑1 plans or to cover tax withholding on vested awards — added near‑term sell supply and contributed to downward pressure. Rowe Form 4 Enslin Form 4 Kazmaier Form 4
• Negative Sentiment: Negative media commentary (high‑profile opinion pieces) has flagged Workday as a relative laggard, which can amplify selling even when fundamentals (recent EPS beat and revenue growth) remain solid. Jim Cramer on Workday

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.