Rep. Gilbert Ray Cisneros, Jr. Purchases Shares of Workday, Inc. (NASDAQ:WDAY)

Representative Gilbert Ray Cisneros, Jr. (D-California) recently bought shares of Workday, Inc. (NASDAQ:WDAY). In a filing disclosed on January 12th, the Representative disclosed that they had bought between $1,001 and $15,000 in Workday stock on December 10th. The trade occurred in the Representative’s “150 MAIN STREET TRUST > BANK OF AMERICA” account.

Representative Gilbert Ray Cisneros, Jr. also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Xiaomi (OTCMKTS:XIACF) on 12/30/2025.
• Sold $1,001 – $15,000 in shares of Schneider Electric S.E. (OTCMKTS:SBGSF) on 12/30/2025.
• Sold $1,001 – $15,000 in shares of Hermès International Société en commandite par actions (OTCMKTS:HESAF) on 12/30/2025.
• Purchased $50,001 – $100,000 in shares of Campbell’s (NASDAQ:CPB) on 12/30/2025.
• Sold $1,001 – $15,000 in shares of Tencent (OTC:TCTZF) on 12/30/2025.
• Sold $1,001 – $15,000 in shares of Mitsubishi Heavy Industries (OTCMKTS:MHVYF) on 12/26/2025.
• Sold $1,001 – $15,000 in shares of Bloom Energy (NYSE:BE) on 12/24/2025.
• Sold $1,001 – $15,000 in shares of Arista Networks (NYSE:ANET) on 12/24/2025.
• Sold $1,001 – $15,000 in shares of Coinbase Global (NASDAQ:COIN) on 12/24/2025.
• Sold $1,001 – $15,000 in shares of Chevron (NYSE:CVX) on 12/24/2025.

Workday Stock Performance

Workday stock traded down $1.27 during trading on Thursday, hitting $192.72. The stock had a trading volume of 3,380,719 shares, compared to its average volume of 2,933,640. The stock’s 50 day moving average is $217.81 and its two-hundred day moving average is $227.64. Workday, Inc. has a 1 year low of $192.27 and a 1 year high of $283.68. The stock has a market cap of $50.69 billion, a price-to-earnings ratio of 80.98, a price-to-earnings-growth ratio of 2.25 and a beta of 1.14. The company has a quick ratio of 1.83, a current ratio of 1.83 and a debt-to-equity ratio of 0.34.

Workday (NASDAQ:WDAY) last issued its earnings results on Tuesday, November 25th. The software maker reported $2.32 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.17 by $0.15. Workday had a return on equity of 10.50% and a net margin of 6.95%.The firm had revenue of $2.43 billion for the quarter, compared to analyst estimates of $2.42 billion. During the same period in the previous year, the company posted $1.89 earnings per share. The business’s revenue was up 12.6% on a year-over-year basis. As a group, analysts predict that Workday, Inc. will post 2.63 EPS for the current year.

Institutional Investors Weigh In On Workday

A number of large investors have recently added to or reduced their stakes in the company. Vanguard Group Inc. increased its position in shares of Workday by 3.2% during the 3rd quarter. Vanguard Group Inc. now owns 21,799,056 shares of the software maker’s stock valued at $5,247,687,000 after purchasing an additional 684,872 shares during the last quarter. State Street Corp boosted its stake in shares of Workday by 0.8% in the 3rd quarter. State Street Corp now owns 9,674,568 shares of the software maker’s stock valued at $2,328,959,000 after purchasing an additional 74,052 shares in the last quarter. Hotchkis & Wiley Capital Management LLC grew its holdings in shares of Workday by 47.5% during the 3rd quarter. Hotchkis & Wiley Capital Management LLC now owns 5,842,491 shares of the software maker’s stock valued at $1,406,463,000 after purchasing an additional 1,882,391 shares during the last quarter. Geode Capital Management LLC raised its position in Workday by 2.9% in the 2nd quarter. Geode Capital Management LLC now owns 4,952,938 shares of the software maker’s stock worth $1,183,112,000 after purchasing an additional 140,042 shares during the period. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its stake in Workday by 41.5% in the third quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 3,761,599 shares of the software maker’s stock worth $905,530,000 after purchasing an additional 1,103,421 shares during the last quarter. Hedge funds and other institutional investors own 89.81% of the company’s stock.

Insider Buying and Selling at Workday

In related news, insider Gerrit S. Kazmaier sold 3,759 shares of the stock in a transaction dated Tuesday, January 6th. The stock was sold at an average price of $208.73, for a total transaction of $784,616.07. Following the completion of the sale, the insider directly owned 105,167 shares in the company, valued at $21,951,507.91. This represents a 3.45% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, CFO Zane Rowe sold 6,000 shares of the business’s 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 completion of the sale, the chief financial officer owned 159,158 shares of the company’s stock, valued at $33,224,232.50. The trade was a 3.63% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 370,321 shares of company stock valued at $78,866,401. 19.31% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

Several research firms have recently weighed in on WDAY. BTIG Research initiated coverage on shares of Workday in a research note on Tuesday, December 16th. They issued a “buy” rating and a $285.00 target price for the company. Citizens Jmp reissued a “market outperform” rating and set a $315.00 target price on shares of Workday in a report on Wednesday, November 26th. The Goldman Sachs Group initiated coverage on Workday in a research report on Monday. They issued a “neutral” rating and a $238.00 price target for the company. JPMorgan Chase & Co. cut their target price on Workday from $290.00 to $270.00 and set an “overweight” rating for the company in a research note on Wednesday, November 26th. Finally, Zacks Research lowered Workday from a “strong-buy” rating to a “hold” rating in a report on Thursday, October 30th. Two analysts have rated the stock with a Strong Buy rating, twenty-five have given a Buy rating and thirteen have issued a Hold rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $278.09.

About Representative Cisneros

Gil Cisneros (Democratic Party) is a member of the U.S. House, representing California’s 31st Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027.

Cisneros (Democratic Party) is running for re-election to the U.S. House to represent California’s 31st Congressional District. He declared candidacy for the 2026 election.

Gil Cisneros served in the U.S. Navy as a supply officer from 1994 to 2004. Cisneros earned a bachelor’s degree in political science from George Washington University in 1994, a master’s in business administration from Regis University in 2002, and a master’s degree in urban education policy from Brown University in 2015. His career experience includes working as a logistics manager for Frito-Lay. In 2010, Cisneros won the lottery and became involved in activism and philanthropy, founding a scholarship program for local high school students. In 2021, President Joe Biden (D) appointed Cisneros as under secretary of defense for personnel and readiness.

About Workday

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.