Lansforsakringar Fondforvaltning AB publ Buys 3,798 Shares of Workday, Inc. $WDAY

Posted by Defense World Staff on Feb 23rd, 2026

Lansforsakringar Fondforvaltning AB publ boosted its stake in Workday, Inc. (NASDAQ:WDAY – Free Report) by 5.8% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 69,428 shares of the software maker’s stock after acquiring an additional 3,798 shares during the period. Lansforsakringar Fondforvaltning AB publ’s holdings in Workday were worth $16,713,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of WDAY. Rakuten Securities Inc. acquired a new stake in Workday during the second quarter worth approximately $25,000. Berbice Capital Management LLC raised its position in shares of Workday by 136.4% during the second quarter. Berbice Capital Management LLC now owns 130 shares of the software maker’s stock worth $31,000 after purchasing an additional 75 shares during the period. Golden State Wealth Management LLC grew its position in Workday by 2,216.7% in the 2nd quarter. Golden State Wealth Management LLC now owns 139 shares of the software maker’s stock valued at $33,000 after purchasing an additional 133 shares during the period. Root Financial Partners LLC bought a new stake in shares of Workday during the third quarter worth about $40,000. Finally, Twin Peaks Wealth Advisors LLC purchased a new stake in shares of Workday in the second quarter worth approximately $41,000. 89.81% of the stock is owned by institutional investors.

Key Workday News

Here are the key news stories impacting Workday this week:

Positive Sentiment: Founder returns as CEO, refocusing on the AI roadmap and investor messaging — a leadership move that investors often view as constructive for execution on AI and product strategy. Workday Founder Returns As CEO Refocusing AI Roadmap And Investor Expectations
Positive Sentiment: Rosenblatt upgraded WDAY to Buy, adding near‑term buying support from an upgrade. Rosenblatt Securities Upgrades Workday (NASDAQ:WDAY) to Buy
Positive Sentiment: Guggenheim reiterated a Buy rating, providing some stability amid the mixed broker activity. Guggenheim Reiterates Buy Rating for Workday (NASDAQ:WDAY)
Positive Sentiment: TD Cowen (via TipRanks) kept a Buy stance, highlighting AI‑driven growth and strategic M&A as longer‑term positives even after trimming the price target to $200. Workday: AI-Driven Growth and Strategic Acquisitions Underscore Buy Rating Despite Macro and Leadership Headwinds
Neutral Sentiment: Analysts and previews are focused on the Feb. 24 Q4 print — Zacks notes growth drivers (AI, cloud launches, sector demand) but says an earnings beat is uncertain, increasing event risk into the print. Workday Set to Report Q4 Results: Will Revenue Growth Boost Earnings?
Neutral Sentiment: Zacks and other previews dig into key metrics beyond top‑line estimates, suggesting investors should watch subscription revenue mix, billings, margin cadence and AI product adoption. Seeking Clues to Workday (WDAY) Q4 Earnings? A Peek Into Wall Street Projections for Key Metrics
Neutral Sentiment: Some market commentary (Seeking Alpha) argues WDAY looks oversold with upside potential, highlighting the stock’s sensitivity to sentiment vs. fundamentals. Workday: Oversold With Material Upside Potential
Negative Sentiment: Citizens/JMP downgraded WDAY to Market Perform, reducing a chunk of buy‑side conviction and contributing to selling pressure. Workday (NASDAQ:WDAY) Rating Lowered to “Market Perform” at Citizens Jmp
Negative Sentiment: BMO cut its price target to $204 and Oppenheimer lowered its expectations—these downgrades/target cuts compress upside and raise the bar for positive surprises. BMO Capital Markets Lowers Workday (NASDAQ:WDAY) Price Target to $204.00 Oppenheimer Has Lowered Expectations for Workday (NASDAQ:WDAY) Stock Price
Negative Sentiment: Recent intraday weakness and Zacks coverage note the stock has been falling more than the broader market, reflecting the combined effect of downgrades, target cuts and pre‑earnings caution. Here’s Why Workday (WDAY) Fell More Than Broader Market

Workday Stock Performance

Workday stock opened at $137.81 on Monday. Workday, Inc. has a fifty-two week low of $136.64 and a fifty-two week high of $281.00. 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 stock has a market cap of $36.24 billion, a P/E ratio of 57.90, a price-to-earnings-growth ratio of 1.18 and a beta of 1.14. The firm’s fifty day moving average price is $187.89 and its 200-day moving average price is $214.81.

Workday (NASDAQ:WDAY – Get Free Report) last released its quarterly earnings results on Tuesday, November 25th. The software maker reported $2.32 earnings per share for the quarter, beating analysts’ consensus estimates of $2.17 by $0.15. Workday had a return on equity of 10.50% and a net margin of 6.95%.The business had revenue of $2.43 billion for the quarter, compared to the consensus estimate of $2.42 billion. During the same quarter last year, the business posted $1.89 earnings per share. The company’s revenue for the quarter was up 12.6% on a year-over-year basis. On average, equities research analysts expect that Workday, Inc. will post 2.63 earnings per share for the current fiscal year.

Insider Activity at Workday

In other Workday news, insider Robert Enslin sold 22,185 shares of Workday stock in a transaction that occurred on Monday, January 5th. The shares were sold at an average price of $210.17, for a total transaction of $4,662,621.45. Following the transaction, the insider directly owned 106,330 shares of the company’s stock, valued at approximately $22,347,376.10. This trade represents a 17.26% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, CFO Zane Rowe sold 6,000 shares of the company’s stock in a transaction on Tuesday, January 6th. The shares were 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 of the company’s stock, valued at $33,224,232.50. This trade represents a 3.63% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 370,321 shares of company stock worth $78,866,401 in the last quarter. 20.00% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

Several research firms have commented on WDAY. BMO Capital Markets decreased their price objective on shares of Workday from $285.00 to $204.00 and set an “outperform” rating for the company in a research note on Tuesday, February 17th. BTIG Research lowered their price objective on shares of Workday from $285.00 to $230.00 and set a “buy” rating on the stock in a research report on Monday, February 9th. Rosenblatt Securities upgraded Workday from a “hold” rating to a “buy” rating and dropped their price objective for the company from $235.00 to $180.00 in a research note on Tuesday, February 17th. Wells Fargo & Company dropped their price target on Workday from $290.00 to $255.00 and set an “overweight” rating on the stock in a research report on Wednesday. Finally, Piper Sandler cut their price objective on shares of Workday from $235.00 to $200.00 and set a “neutral” rating for the company in a report on Monday, February 2nd. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and thirteen have given a Hold rating to the stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $253.32.

Read Our Latest Report on WDAY

Workday Company Profile

(Free Report)

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.