Representative Gilbert Ray Cisneros, Jr. (Democratic-California) recently bought shares of Workday, Inc. (NASDAQ:WDAY). In a filing disclosed on September 10th, the Representative disclosed that they had bought between $1,001 and $15,000 in Workday stock on August 18th. 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 DoorDash (NASDAQ:DASH) on 8/28/2026.
- Purchased $15,001 – $50,000 in shares of Quanta Services (NYSE:PWR) on 8/27/2026.
- Purchased $15,001 – $50,000 in shares of Eaton (NYSE:ETN) on 8/27/2026.
- Sold $15,001 – $50,000 in shares of NIKE (NYSE:NKE) on 8/27/2026.
- Sold $1,001 – $15,000 in shares of Phreesia (NYSE:PHR) on 8/26/2026.
- Purchased $1,001 – $15,000 in shares of Wheaton Precious Metals (NYSE:WPM) on 8/26/2026.
- Purchased $1,001 – $15,000 in shares of Walmart (NASDAQ:WMT) on 8/26/2026.
- Purchased $1,001 – $15,000 in shares of The Goldman Sachs Group (NYSE:GS) on 8/26/2026.
- Sold $15,001 – $50,000 in shares of Lamar Advertising (NASDAQ:LAMR) on 8/25/2026.
- Sold $1,001 – $15,000 in shares of Phreesia (NYSE:PHR) on 8/25/2026.
Workday Stock Performance
NASDAQ WDAY traded up $0.61 on Friday, hitting $185.70. 1,856,521 shares of the company traded hands, compared to its average volume of 3,952,849. The business’s 50 day moving average price is $171.85 and its 200-day moving average price is $144.23. Workday, Inc. has a 52-week low of $110.36 and a 52-week high of $249.85. The company has a current ratio of 0.91, a quick ratio of 0.91 and a debt-to-equity ratio of 0.31. The company has a market capitalization of $44.75 billion, a price-to-earnings ratio of 37.67, a P/E/G ratio of 1.87 and a beta of 1.08.
Key Headlines Impacting Workday
Here are the key news stories impacting Workday this week:
- Positive Sentiment: Analyst upgrade: DBS Bank upgraded Workday to “Hold,” providing a more favorable view of the stock after its recent recovery. The rating follows Workday’s latest earnings report, in which revenue rose 12.8% year over year to $2.65 billion and adjusted earnings exceeded expectations.
- Positive Sentiment: New chief marketing officer: Workday appointed Sarah Kennedy Ellis as chief marketing officer, effective October 5. Her experience is expected to support the company’s enterprise AI positioning, brand expansion and go-to-market strategy. Workday Names Sarah Kennedy Ellis Chief Marketing Officer
- Positive Sentiment: Industry recognition: Workday was named a leading human-capital-management provider for the 11th consecutive year, reinforcing the strength of its core HCM franchise and competitive position. Workday named HCM leader for 11th straight year
- Neutral Sentiment: Short-interest data: Reported short interest was zero, producing a zero-day short ratio. Because the figures show no meaningful short position, the data provides little indication of near-term buying or short-covering pressure.
- Negative Sentiment: Insider selling: Major shareholder David Duffield sold 90,615 shares worth approximately $17.95 million under a pre-arranged Rule 10b5-1 plan, reducing his stake by 46.3%. Workday’s CFO also sold 2,808 shares for about $550,000. Planned transactions do not necessarily signal deteriorating fundamentals, but the sales can weigh on sentiment.
Institutional Investors Weigh In On Workday
Hedge funds and other institutional investors have recently made changes to their positions in the company. Brighton Jones LLC lifted its stake in shares of Workday by 230.2% during the 4th quarter. Brighton Jones LLC now owns 4,005 shares of the software maker’s stock worth $1,033,000 after acquiring an additional 2,792 shares during the last quarter. Empowered Funds LLC boosted its holdings in Workday by 12.1% during the 1st quarter. Empowered Funds LLC now owns 11,142 shares of the software maker’s stock valued at $2,602,000 after acquiring an additional 1,206 shares during the period. Geneos Wealth Management Inc. lifted its position in shares of Workday by 211.7% during the first quarter. Geneos Wealth Management Inc. now owns 187 shares of the software maker’s stock worth $44,000 after purchasing an additional 127 shares during the last quarter. Sivia Capital Partners LLC purchased a new stake in shares of Workday during the second quarter valued at $281,000. Finally, NewEdge Advisors LLC boosted its stake in shares of Workday by 32.0% during the second quarter. NewEdge Advisors LLC now owns 6,597 shares of the software maker’s stock valued at $1,583,000 after purchasing an additional 1,600 shares during the period. Hedge funds and other institutional investors own 89.81% of the company’s stock.
Analyst Ratings Changes
Several research firms recently issued reports on WDAY. BTIG Research cut Workday from a “buy” rating to a “neutral” rating in a research report on Monday, August 17th. Barclays raised their price target on Workday from $200.00 to $224.00 and gave the company an “overweight” rating in a report on Friday, August 28th. BMO Capital Markets upped their price objective on Workday from $182.00 to $230.00 and gave the stock an “outperform” rating in a report on Friday, August 28th. Summit Redstone set a $275.00 price target on shares of Workday in a research note on Wednesday, May 27th. Finally, Needham & Company LLC increased their price objective on shares of Workday from $180.00 to $230.00 and gave the company a “buy” rating in a research report on Friday, August 28th. Twenty equities research analysts have rated the stock with a Buy rating, eighteen have given a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat, Workday currently has an average rating of “Hold” and a consensus target price of $206.34.
View Our Latest Research Report on WDAY
Insider Activity at Workday
In other Workday news, insider Robert Enslin sold 5,374 shares of the firm’s stock in a transaction on Sunday, July 5th. The stock was sold at an average price of $134.90, for a total transaction of $724,952.60. Following the transaction, the insider directly owned 239,469 shares in the company, valued at $32,304,368.10. This trade represents a 2.19% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, major shareholder David A. Duffield sold 107,500 shares of the firm’s stock in a transaction on Tuesday, June 30th. The shares were sold at an average price of $122.04, for a total value of $13,119,300.00. Following the transaction, the insider owned 105,049 shares in the company, valued at approximately $12,820,179.96. This represents a 50.58% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders sold 738,096 shares of company stock worth $106,054,737. 18.64% of the stock is currently owned by corporate insiders.
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.
Workday Company Profile
Workday, Inc develops cloud-based enterprise software designed to help organizations manage finance, human resources and related business operations. Its platform provides tools for financial management, accounting, procurement, expenses, payroll, workforce management, recruiting, talent management, employee experience and enterprise planning.
The company also offers analytics, reporting and artificial intelligence capabilities that support budgeting, forecasting, workforce planning and business decision-making.
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