B. Metzler seel. Sohn & Co. AG Sells 4,143 Shares of Workday, Inc. $WDAY

B. Metzler seel. Sohn & Co. AG trimmed its position in shares of Workday, Inc. (NASDAQ:WDAY) by 14.6% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 24,324 shares of the software maker’s stock after selling 4,143 shares during the period. B. Metzler seel. Sohn & Co. AG’s holdings in Workday were worth $5,856,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of WDAY. Rakuten Securities Inc. bought a new position in Workday during the 2nd quarter worth approximately $25,000. Berbice Capital Management LLC grew its stake in shares of Workday by 136.4% in the 2nd quarter. Berbice Capital Management LLC now owns 130 shares of the software maker’s stock valued at $31,000 after buying an additional 75 shares during the period. Golden State Wealth Management LLC grew its stake in Workday by 2,216.7% in the second quarter. Golden State Wealth Management LLC now owns 139 shares of the software maker’s stock valued at $33,000 after acquiring an additional 133 shares during the period. Root Financial Partners LLC acquired a new stake in Workday in the 3rd quarter valued at $40,000. Finally, Twin Peaks Wealth Advisors LLC bought a new stake in Workday during the 2nd quarter worth approximately $41,000. Institutional investors own 89.81% of the company’s stock.

Insider Transactions at Workday

In related news, insider Robert Enslin sold 22,185 shares of the 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 in the company, 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 document filed with the SEC, which can be accessed through this hyperlink. Also, CFO Zane Rowe sold 6,000 shares of Workday stock in a transaction that occurred on Tuesday, January 6th. The shares were sold at an average price of $208.75, for a total value of $1,252,500.00. Following the sale, the chief financial officer directly owned 159,158 shares in the company, 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. Over the last 90 days, insiders have sold 395,796 shares of company stock valued at $75,909,516. 20.00% of the stock is owned by corporate insiders.

Key Workday News

Here are the key news stories impacting Workday this week:

• Positive Sentiment: High‑profile endorsement for new leadership: TV host Jim Cramer called Workday’s new CEO “terrific,” which can boost investor sentiment and short‑term demand. Jim Cramer Considers Workday’s New CEO “Terrific”
• Positive Sentiment: Technical/flow support: recent bargain‑hunting and a short‑covering rally have driven quick gains after February’s pullback, attracting momentum traders. Workday (WDAY) Climbs 7.2% on Bargain-Hunting
• Positive Sentiment: Founder returns to CEO role with stronger AI emphasis — investors view this as a signal of strategic focus on AI product development, which could support longer‑term revenue expansion if execution succeeds. Workday Founder Returns As CEO While AI Focus Shapes Valuation Outlook
• Neutral Sentiment: Board granted CEO Aneel Bhusri a new equity package; this aligns leadership with shareholders but can raise dilution questions depending on structure. Workday Grants CEO Aneel Bhusri New Equity Package
• Neutral Sentiment: Macro backdrop remains a headwind for growth software names (inflation/higher rates), which can cap upside even during sector‑specific rallies. US Stock Market Today S&P 500 Futures Edge Lower On Stubborn Inflation Jitters
• Neutral Sentiment: Competitive landscape: emerging AI/analytics startups (e.g., Pigment) are targeting planning/analytics customers — something to monitor but not an immediate earnings threat. The French AI startup gunning for Workday, Oracle, and SAP
• Negative Sentiment: Analysts trimming targets: Citi cut its price target to $148 (from $247) and Morgan Stanley and others have reduced targets — a clear near‑term drag on sentiment and potential selling pressure. Workday, Inc. (WDAY) Price Target Lowered to $148 at Citi
• Negative Sentiment: Large insider sale: co‑founder David Duffield sold 107,500 shares (~$14.4M) and cut his stake roughly in half — markets can interpret this as a negative signal on insider conviction or simply liquidity‑driven. SEC Filing — Duffield Sale
• Negative Sentiment: Estimate‑revision risk: analyst commentary highlights slowing growth, margin pressure and falling EPS revisions as Workday invests in AI and new markets — a potential medium‑term headwind for valuations. Should You Avoid WDAY Stock Amid Declining Estimate Revisions?

Workday Stock Up 2.6%

Shares of WDAY stock opened at $151.04 on Monday. The company has a market capitalization of $39.72 billion, a price-to-earnings ratio of 58.54, a PEG ratio of 1.47 and a beta of 1.17. Workday, Inc. has a one year low of $117.76 and a one year high of $276.00. The company’s fifty day moving average price is $172.17 and its 200-day moving average price is $208.84. The company has a debt-to-equity ratio of 0.38, a current ratio of 1.32 and a quick ratio of 1.83.

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

Wall Street Analyst Weigh In

Several research firms have recently issued reports on WDAY. Loop Capital set a $280.00 target price on shares of Workday in a research note on Wednesday, December 10th. BTIG Research lowered their target price on Workday from $230.00 to $175.00 and set a “buy” rating on the stock in a research note on Wednesday, February 25th. Cantor Fitzgerald restated an “overweight” rating and set a $200.00 price target on shares of Workday in a research note on Monday, February 23rd. DA Davidson lowered their target price on shares of Workday from $250.00 to $125.00 and set a “neutral” rating on the stock in a report on Wednesday, February 25th. Finally, Needham & Company LLC restated a “buy” rating and set a $300.00 target price on shares of Workday in a research report on Wednesday, February 25th. Twenty investment analysts have rated the stock with a Buy rating and fifteen have issued a Hold rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $205.19.

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.