AG2R LA Mondiale Gestion D Actifs Has $2 Million Stock Holdings in Workday, Inc. $WDAY

AG2R LA Mondiale Gestion D Actifs boosted its stake in Workday, Inc. (NASDAQ:WDAY) by 1.5% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 8,338 shares of the software maker’s stock after purchasing an additional 126 shares during the quarter. AG2R LA Mondiale Gestion D Actifs’ holdings in Workday were worth $2,001,000 as of its most recent SEC filing.

A number of other large investors have also bought and sold shares of the stock. Focus Partners Advisor Solutions LLC grew its holdings in shares of Workday by 105.5% during the second quarter. Focus Partners Advisor Solutions LLC now owns 2,918 shares of the software maker’s stock valued at $700,000 after buying an additional 1,498 shares during the last quarter. Leelyn Smith LLC grew its holdings in shares of Workday by 71.3% during the second quarter. Leelyn Smith LLC now owns 8,295 shares of the software maker’s stock valued at $1,991,000 after buying an additional 3,452 shares during the last quarter. AlphaQuest LLC grew its holdings in shares of Workday by 636.7% during the second quarter. AlphaQuest LLC now owns 1,886 shares of the software maker’s stock valued at $453,000 after buying an additional 1,630 shares during the last quarter. Sumitomo Mitsui Trust Group Inc. grew its holdings in shares of Workday by 2.3% during the second quarter. Sumitomo Mitsui Trust Group Inc. now owns 569,716 shares of the software maker’s stock valued at $136,732,000 after buying an additional 12,668 shares during the last quarter. Finally, 180 Wealth Advisors LLC grew its holdings in shares of Workday by 7.2% during the second quarter. 180 Wealth Advisors LLC now owns 1,568 shares of the software maker’s stock valued at $376,000 after buying an additional 105 shares during the last quarter. 89.81% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several research firms recently weighed in on WDAY. Royal Bank Of Canada restated an “outperform” rating and set a $340.00 price target on shares of Workday in a report on Wednesday, September 17th. JMP Securities restated a “market outperform” rating and set a $315.00 price target on shares of Workday in a report on Wednesday, September 17th. Stifel Nicolaus cut their price target on shares of Workday from $275.00 to $255.00 and set a “hold” rating on the stock in a report on Friday, August 22nd. Cantor Fitzgerald restated an “overweight” rating and set a $265.00 price target on shares of Workday in a report on Wednesday, September 17th. Finally, BMO Capital Markets cut their price target on shares of Workday from $314.00 to $285.00 and set an “outperform” rating on the stock in a report on Friday, August 22nd. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating and nine have issued a Hold rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $287.83.

Workday Stock Down 0.2%

WDAY opened at $242.75 on Friday. The company has a quick ratio of 2.10, a current ratio of 2.10 and a debt-to-equity ratio of 0.33. The stock has a market cap of $64.81 billion, a price-to-earnings ratio of 112.38, a PEG ratio of 3.03 and a beta of 1.10. Workday, Inc. has a twelve month low of $205.33 and a twelve month high of $294.00. The company’s 50-day moving average price is $233.64 and its two-hundred day moving average price is $237.69.

Workday (NASDAQ:WDAY) last released its earnings results on Thursday, August 21st. The software maker reported $2.21 earnings per share for the quarter, beating analysts’ consensus estimates of $2.09 by $0.12. Workday had a net margin of 6.51% and a return on equity of 9.74%. The firm had revenue of $2.35 billion for the quarter, compared to analysts’ expectations of $2.34 billion. During the same period in the previous year, the company earned $1.75 earnings per share. The company’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. As a group, equities analysts expect that Workday, Inc. will post 2.63 earnings per share for the current year.

Insider Buying and Selling

In other news, Director Michael M. Mcnamara sold 5,393 shares of the business’s stock in a transaction on Friday, October 10th. The shares were sold at an average price of $235.16, for a total transaction of $1,268,217.88. Following the completion of the transaction, the director directly owned 24,078 shares in the company, valued at $5,662,182.48. The trade was a 18.30% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, major shareholder David A. Duffield sold 75,053 shares of the stock in a transaction on Wednesday, October 8th. The stock was sold at an average price of $236.34, for a total value of $17,738,026.02. Following the completion of the sale, the insider owned 102,997 shares in the company, valued at $24,342,310.98. This trade represents a 42.15% decrease in their position. The disclosure for this sale can be found here. Over the last quarter, insiders have sold 264,933 shares of company stock valued at $61,475,760. Corporate insiders own 19.31% 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.