PDS Planning Inc Has $403,000 Holdings in Workday, Inc. $WDAY

PDS Planning Inc increased its position in shares of Workday, Inc. (NASDAQ:WDAY) by 26.8% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,680 shares of the software maker’s stock after acquiring an additional 355 shares during the quarter. PDS Planning Inc’s holdings in Workday were worth $403,000 as of its most recent SEC filing.

A number of other large investors have also made changes to their positions in WDAY. Brighton Jones LLC raised its holdings in shares of Workday by 230.2% during the fourth quarter. Brighton Jones LLC now owns 4,005 shares of the software maker’s stock valued at $1,033,000 after acquiring an additional 2,792 shares during the period. Farther Finance Advisors LLC raised its holdings in shares of Workday by 2.7% during the first quarter. Farther Finance Advisors LLC now owns 3,494 shares of the software maker’s stock valued at $819,000 after acquiring an additional 93 shares during the period. Harbor Capital Advisors Inc. raised its holdings in shares of Workday by 93.9% during the first quarter. Harbor Capital Advisors Inc. now owns 4,509 shares of the software maker’s stock valued at $1,053,000 after acquiring an additional 2,184 shares during the period. GAMMA Investing LLC increased its stake in Workday by 128.5% in the 1st quarter. GAMMA Investing LLC now owns 2,820 shares of the software maker’s stock valued at $659,000 after buying an additional 1,586 shares during the period. Finally, SG Americas Securities LLC increased its stake in Workday by 29.6% in the 1st quarter. SG Americas Securities LLC now owns 12,619 shares of the software maker’s stock valued at $2,947,000 after buying an additional 2,880 shares during the period. Institutional investors and hedge funds own 89.81% of the company’s stock.

Workday Stock Performance

Shares of WDAY opened at $233.18 on Friday. The company’s fifty day moving average is $230.35 and its 200-day moving average is $236.87. Workday, Inc. has a 12 month low of $205.33 and a 12 month high of $294.00. The firm has a market cap of $62.26 billion, a price-to-earnings ratio of 107.95, a price-to-earnings-growth ratio of 2.91 and a beta of 1.10. The company has a quick ratio of 2.10, a current ratio of 2.10 and a debt-to-equity ratio of 0.33.

Workday (NASDAQ:WDAY) last announced its quarterly earnings results on Thursday, August 21st. The software maker reported $2.21 EPS for the quarter, topping the consensus estimate of $2.09 by $0.12. Workday had a net margin of 6.51% and a return on equity of 9.74%. The company had revenue of $2.35 billion for the quarter, compared to analyst estimates of $2.34 billion. During the same quarter in the prior year, the business posted $1.75 EPS. Workday’s quarterly revenue was up 12.6% on a year-over-year basis. Workday has set its FY 2026 guidance at EPS. Q3 2026 guidance at EPS. Equities analysts expect that Workday, Inc. will post 2.63 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

Several research firms have weighed in on WDAY. Oppenheimer dropped their price objective on shares of Workday from $300.00 to $270.00 and set an “outperform” rating on the stock in a research note on Friday, August 22nd. KeyCorp dropped their price objective on shares of Workday from $325.00 to $285.00 and set an “overweight” rating on the stock in a research note on Friday, August 22nd. Citigroup dropped their price objective on shares of Workday from $279.00 to $260.00 and set a “neutral” rating on the stock in a research note on Friday, August 22nd. Zacks Research upgraded shares of Workday from a “hold” rating to a “strong-buy” rating in a research note on Thursday, September 18th. Finally, Piper Sandler upgraded shares of Workday from an “underweight” rating to a “neutral” rating and upped their price objective for the company from $220.00 to $235.00 in a research note on Wednesday, September 17th. Three analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating and nine have assigned a Hold rating to the company. According to data from MarketBeat.com, Workday presently has an average rating of “Moderate Buy” and a consensus price target of $287.83.

Insider Activity

In related news, CEO Carl M. Eschenbach sold 6,250 shares of the company’s stock in a transaction on Wednesday, October 1st. The shares were sold at an average price of $237.52, for a total transaction of $1,484,500.00. Following the completion of the sale, the chief executive officer directly owned 20,222 shares of the company’s stock, valued at approximately $4,803,129.44. This represents a 23.61% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CFO Zane Rowe sold 6,000 shares of the company’s stock in a transaction on Tuesday, October 7th. The stock was sold at an average price of $232.62, for a total transaction of $1,395,720.00. Following the sale, the chief financial officer directly owned 168,468 shares of the company’s stock, valued at approximately $39,189,026.16. This represents a 3.44% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 257,625 shares of company stock valued at $59,749,934 in the last quarter. 19.31% of the stock is currently owned by corporate insiders.

Workday Profile

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.