Research Analysts Issue Forecasts for Workday, Inc.’s Q4 2025 Earnings (NASDAQ:WDAY)

Workday, Inc. (NASDAQ:WDAY) – Equities researchers at Zacks Research raised their Q4 2025 EPS estimates for shares of Workday in a research note issued to investors on Tuesday, October 1st. Zacks Research analyst R. Department now forecasts that the software maker will earn $0.61 per share for the quarter, up from their prior forecast of $0.58. The consensus estimate for Workday’s current full-year earnings is $2.40 per share. Zacks Research also issued estimates for Workday’s Q3 2026 earnings at $0.86 EPS, Q4 2026 earnings at $0.86 EPS, FY2026 earnings at $3.07 EPS and FY2027 earnings at $4.48 EPS.

Other research analysts have also recently issued research reports about the stock. Morgan Stanley decreased their target price on shares of Workday from $325.00 to $315.00 and set an “overweight” rating for the company in a research report on Friday, August 23rd. Stifel Nicolaus upped their target price on shares of Workday from $250.00 to $270.00 and gave the stock a “hold” rating in a research report on Friday, August 23rd. JMP Securities restated a “market outperform” rating and issued a $315.00 target price on shares of Workday in a research report on Thursday, September 19th. Loop Capital upped their target price on shares of Workday from $240.00 to $255.00 and gave the stock a “hold” rating in a research report on Friday, August 23rd. Finally, Citigroup decreased their target price on shares of Workday from $274.00 to $270.00 and set a “neutral” rating for the company in a research report on Wednesday, September 25th. One analyst has rated the stock with a sell rating, six have given a hold rating and twenty-one have given a buy rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $287.04.

Workday Price Performance

NASDAQ WDAY opened at $242.35 on Friday. Workday has a 52 week low of $199.81 and a 52 week high of $311.28. The company has a current ratio of 2.04, a quick ratio of 2.04 and a debt-to-equity ratio of 0.36. The stock has a market cap of $64.22 billion, a price-to-earnings ratio of 43.67, a price-to-earnings-growth ratio of 4.71 and a beta of 1.35. The company has a 50-day moving average price of $240.30 and a two-hundred day moving average price of $240.31.

Workday (NASDAQ:WDAY) last announced its quarterly earnings data on Thursday, August 22nd. The software maker reported $1.75 earnings per share for the quarter, beating analysts’ consensus estimates of $1.65 by $0.10. Workday had a net margin of 19.59% and a return on equity of 5.34%. The business had revenue of $2.09 billion during the quarter, compared to the consensus estimate of $2.07 billion. During the same quarter in the prior year, the firm earned $0.40 EPS. The company’s revenue for the quarter was up 16.5% compared to the same quarter last year.

Insider Buying and Selling at Workday

In other news, major shareholder David A. Duffield sold 76,376 shares of Workday stock in a transaction that occurred on Monday, July 8th. The shares were sold at an average price of $226.74, for a total transaction of $17,317,494.24. Following the completion of the sale, the insider now owns 102,997 shares in the company, valued at $23,353,539.78. The trade was a 0.00 % decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. In related news, Director George J. Still, Jr. sold 7,500 shares of the business’s stock in a transaction on Monday, August 26th. The shares were sold at an average price of $260.32, for a total transaction of $1,952,400.00. Following the transaction, the director now directly owns 97,500 shares in the company, valued at approximately $25,381,200. The trade was a 0.00 % decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, major shareholder David A. Duffield sold 76,376 shares of the company’s stock in a transaction on Monday, July 8th. The shares were sold at an average price of $226.74, for a total transaction of $17,317,494.24. Following the completion of the transaction, the insider now owns 102,997 shares in the company, valued at approximately $23,353,539.78. This represents a 0.00 % decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last 90 days, insiders sold 389,123 shares of company stock worth $94,376,699. 20.00% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Workday

Institutional investors and hedge funds have recently modified their holdings of the business. The Manufacturers Life Insurance Company lifted its holdings in shares of Workday by 79.1% in the second quarter. The Manufacturers Life Insurance Company now owns 2,302,008 shares of the software maker’s stock worth $514,637,000 after acquiring an additional 1,016,394 shares during the last quarter. Van ECK Associates Corp grew its holdings in shares of Workday by 17,345.2% during the second quarter. Van ECK Associates Corp now owns 930,701 shares of the software maker’s stock valued at $208,068,000 after buying an additional 925,366 shares during the last quarter. Vanguard Group Inc. grew its holdings in shares of Workday by 3.1% during the fourth quarter. Vanguard Group Inc. now owns 14,448,125 shares of the software maker’s stock valued at $3,988,549,000 after buying an additional 437,215 shares during the last quarter. D1 Capital Partners L.P. grew its holdings in shares of Workday by 152.1% during the second quarter. D1 Capital Partners L.P. now owns 518,000 shares of the software maker’s stock valued at $115,804,000 after buying an additional 312,500 shares during the last quarter. Finally, Sustainable Growth Advisers LP boosted its holdings in Workday by 9.7% during the first quarter. Sustainable Growth Advisers LP now owns 3,402,374 shares of the software maker’s stock worth $927,998,000 after purchasing an additional 301,463 shares during the last quarter. 89.81% of the stock is currently owned by institutional investors and hedge funds.

About Workday

Workday, Inc provides enterprise cloud applications in the United States and internationally. Its applications help its customers to plan, execute, analyze, and extend to other applications and environments to manage their business and operations. The company offers a suite of financial management applications to maintain accounting information in the general ledger; manage financial processes, such as payables and receivables; identify real-time financial, operational, and management insights; enhance financial consolidation; reduce time-to-close; promote internal control and auditability; and achieve consistency across finance operations.