Krilogy Financial LLC Takes Position in Workday, Inc. $WDAY

Krilogy Financial LLC bought a new stake in Workday, Inc. (NASDAQ:WDAY) in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 8,254 shares of the software maker’s stock, valued at approximately $1,916,000.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in WDAY. Verdence Capital Advisors LLC lifted its position in shares of Workday by 1.0% in the 2nd quarter. Verdence Capital Advisors LLC now owns 4,381 shares of the software maker’s stock worth $1,051,000 after acquiring an additional 45 shares during the period. Perennial Investment Advisors LLC raised its stake in shares of Workday by 2.8% in the second quarter. Perennial Investment Advisors LLC now owns 1,741 shares of the software maker’s stock valued at $418,000 after purchasing an additional 48 shares in the last quarter. Johnson Investment Counsel Inc. lifted its position in Workday by 2.3% in the second quarter. Johnson Investment Counsel Inc. now owns 2,201 shares of the software maker’s stock worth $528,000 after purchasing an additional 49 shares during the period. Bay Harbor Wealth Management LLC lifted its position in Workday by 12.0% in the third quarter. Bay Harbor Wealth Management LLC now owns 458 shares of the software maker’s stock worth $110,000 after purchasing an additional 49 shares during the period. Finally, Farther Finance Advisors LLC boosted its stake in Workday by 1.2% during the third quarter. Farther Finance Advisors LLC now owns 4,128 shares of the software maker’s stock worth $994,000 after buying an additional 49 shares in the last quarter. 89.81% of the stock is currently owned by institutional investors.

Key Headlines Impacting Workday

Here are the key news stories impacting Workday this week:

• Positive Sentiment: Analysts arguing the AI-driven sell-off is overdone and institutions are accumulating WDAY, framing the pullback as a buying opportunity for long-term growth. AI Disruption Overblown! 4 Software Stocks to Buy on the Dip
• Positive Sentiment: Technical/valuation pieces argue WDAY is deeply oversold (down ~25% in weeks) and that exhaustion of selling plus analyst estimate stability supports a near-term bounce. Down 25-7 in 4 Weeks, Here’s Why You Should You Buy the Dip in Workday (WDAY)
• Positive Sentiment: Zacks highlights Workday’s growth characteristics and favorable style scores, suggesting multi‑quarter growth visibility that can support premium multiples if AI execution improves. Here’s Why Workday (WDAY) is a Strong Growth Stock
• Neutral Sentiment: Coverage weighing the company’s recent moves that aim to reshape its AI and growth narrative; useful context but mixed on near-term impact. How Recent Moves Are Rewriting The Growth And AI Story For Workday (WDAY)
• Neutral Sentiment: Articles asking whether the bear-market price is a bargain—balance of valuation appeal vs. execution/AI risk; signals investor debate rather than consensus. Workday stock is stuck in a bear market: Is it a bargain in plain sight?
• Negative Sentiment: Workday announced co‑founder Aneel Bhusri will return as CEO to accelerate an AI pivot—this leadership change spooked investors who wanted clearer execution plans, adding short-term uncertainty. Workday names co-founder Aneel Bhusri as CEO in AI-driven shift
• Negative Sentiment: Wall Street reaction has been negative—coverage notes the stock fell after the CEO return and questions whether leadership reset sufficiently addresses investor concerns about AI disruption and growth visibility. Workday Stock Falls. Wall Street Isn’t Taking Kindly to Co-Founder’s Return as CEO.
• Negative Sentiment: Opinion pieces question whether a CEO change can reverse a broader software tech sell-off tied to AI fears, underscoring headline risk and potential continued volatility. Can a New CEO Save Workday Stock from the Software Apocalypse?

Wall Street Analysts Forecast Growth

WDAY has been the subject of a number of recent research reports. Rosenblatt Securities began coverage on shares of Workday in a research note on Tuesday, December 2nd. They issued a “neutral” rating and a $235.00 price objective for the company. Citigroup cut their price target on shares of Workday from $261.00 to $247.00 and set a “neutral” rating for the company in a research note on Wednesday, November 26th. Guggenheim reiterated a “buy” rating and issued a $285.00 price objective on shares of Workday in a research note on Wednesday, November 26th. Macquarie Infrastructure reissued a “buy” rating on shares of Workday in a report on Wednesday, November 26th. Finally, UBS Group decreased their price target on Workday from $240.00 to $170.00 and set a “neutral” rating on the stock in a research note on Tuesday. Two investment 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 stock. According to data from MarketBeat, Workday has an average rating of “Moderate Buy” and a consensus price target of $269.06.

Insider Activity at Workday

In other news, major shareholder David A. Duffield sold 82,884 shares of the stock in a transaction that occurred on Thursday, January 8th. The shares were sold at an average price of $209.75, for a total transaction of $17,384,919.00. Following the sale, the insider directly owned 105,049 shares of the company’s stock, valued at $22,034,027.75. This represents a 44.10% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, insider Gerrit S. Kazmaier sold 6,547 shares of the firm’s stock in a transaction that occurred on Friday, December 19th. The shares were sold at an average price of $218.77, for a total transaction of $1,432,287.19. Following the completion of the sale, the insider directly owned 111,353 shares of the company’s stock, valued at approximately $24,360,695.81. This represents a 5.55% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 370,321 shares of company stock valued at $78,866,401 in the last three months. 19.31% of the stock is currently owned by corporate insiders.

Workday Price Performance

Shares of WDAY stock opened at $144.55 on Thursday. Workday, Inc. has a 52 week low of $142.72 and a 52 week high of $281.00. The stock has a market capitalization of $38.02 billion, a PE ratio of 60.74, a PEG ratio of 1.31 and a beta of 1.13. 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’s fifty day moving average is $198.99 and its 200-day moving average is $219.25.

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

Workday 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.