Research Analysts Set Expectations for Workday Q3 Earnings

Workday, Inc. (NASDAQ:WDAY) – Equities research analysts at Zacks Research raised their Q3 2025 earnings per share (EPS) estimates for shares of Workday in a research note issued on Monday, October 28th. Zacks Research analyst R. Department now expects that the software maker will post earnings of $0.56 per share for the quarter, up from their prior estimate of $0.55. The consensus estimate for Workday’s current full-year earnings is $2.40 per share. Zacks Research also issued estimates for Workday’s Q4 2025 earnings at $0.60 EPS, Q3 2026 earnings at $0.87 EPS and Q1 2027 earnings at $0.88 EPS.

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

Other research analysts have also recently issued research reports about the stock. Stifel Nicolaus upped their price target on shares of Workday from $250.00 to $270.00 and gave the stock a “hold” rating in a report on Friday, August 23rd. Loop Capital upped their target price on Workday from $240.00 to $255.00 and gave the stock a “hold” rating in a research note on Friday, August 23rd. BMO Capital Markets reiterated an “outperform” rating and set a $300.00 price target on shares of Workday in a research report on Wednesday, September 18th. Morgan Stanley lowered their target price on shares of Workday from $325.00 to $315.00 and set an “overweight” rating on the stock in a research note on Friday, August 23rd. Finally, JMP Securities reissued a “market outperform” rating and issued a $315.00 price target on shares of Workday in a research note on Thursday, September 19th. One equities research analyst has rated the stock with a sell rating, six have given a hold rating and twenty-one have issued a buy rating to the company. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $287.04.

Workday Stock Performance

Workday stock opened at $233.85 on Thursday. The firm’s 50 day simple moving average is $247.41 and its 200 day simple moving average is $236.40. The company has a current ratio of 2.04, a quick ratio of 2.04 and a debt-to-equity ratio of 0.36. Workday has a 1-year low of $199.81 and a 1-year high of $311.28. The firm has a market capitalization of $61.97 billion, a PE ratio of 42.14, a price-to-earnings-growth ratio of 4.72 and a beta of 1.35.

Insider Buying and Selling at Workday

In other Workday news, major shareholder David A. Duffield sold 66,492 shares of the business’s stock in a transaction dated Tuesday, September 3rd. The shares were sold at an average price of $261.20, for a total value of $17,367,710.40. Following the transaction, the insider now owns 102,997 shares in the company, valued at approximately $26,902,816.40. The trade was a 0.00 % decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. In other news, major shareholder David A. Duffield sold 66,492 shares of Workday stock in a transaction that occurred on Tuesday, September 3rd. The stock was sold at an average price of $261.20, for a total value of $17,367,710.40. Following the sale, the insider now directly owns 102,997 shares in the company, valued at approximately $26,902,816.40. This trade represents a 0.00 % decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director George J. Still, Jr. sold 7,500 shares of the company’s stock in a transaction that occurred on Monday, August 26th. The shares were sold at an average price of $260.32, for a total value of $1,952,400.00. Following the transaction, the director now owns 97,500 shares of the company’s stock, valued at approximately $25,381,200. This represents a 0.00 % decrease in their position. The disclosure for this sale can be found here. Insiders sold 370,575 shares of company stock valued at $91,506,897 in the last quarter. Company insiders own 20.00% of the company’s stock.

Institutional Investors Weigh In On Workday

A number of large investors have recently modified their holdings of WDAY. Crewe Advisors LLC purchased a new stake in Workday in the first quarter worth about $27,000. SouthState Corp lifted its stake in shares of Workday by 614.3% in the 2nd quarter. SouthState Corp now owns 150 shares of the software maker’s stock valued at $34,000 after purchasing an additional 129 shares during the period. Goodman Advisory Group LLC bought a new stake in shares of Workday during the second quarter valued at approximately $35,000. Asset Dedication LLC bought a new stake in shares of Workday during the second quarter valued at approximately $36,000. Finally, PSI Advisors LLC purchased a new stake in Workday in the second quarter worth $38,000. Institutional investors own 89.81% of the company’s stock.

Workday Company 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.