What is DA Davidson’s Estimate for Workday Q1 Earnings?

Workday, Inc. (NASDAQ:WDAY) – Analysts at DA Davidson issued their Q1 2026 EPS estimates for Workday in a report issued on Wednesday, February 26th. DA Davidson analyst G. Luria forecasts that the software maker will post earnings per share of $0.82 for the quarter. The consensus estimate for Workday’s current full-year earnings is $2.63 per share. DA Davidson also issued estimates for Workday’s FY2026 earnings at $3.74 EPS, FY2027 earnings at $5.02 EPS and FY2027 earnings at $5.02 EPS.

Workday (NASDAQ:WDAY) last released its quarterly earnings data on Tuesday, February 25th. The software maker reported $0.48 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.75 by ($1.27). Workday had a net margin of 19.86% and a return on equity of 6.13%. The business had revenue of $2.21 billion for the quarter, compared to the consensus estimate of $2.18 billion.

A number of other equities analysts also recently issued reports on the stock. UBS Group increased their price objective on shares of Workday from $255.00 to $285.00 and gave the company a “neutral” rating in a research note on Wednesday. Deutsche Bank Aktiengesellschaft upgraded shares of Workday from a “hold” rating to a “buy” rating and increased their price objective for the company from $265.00 to $300.00 in a research note on Wednesday, January 8th. Piper Sandler raised their target price on shares of Workday from $270.00 to $290.00 and gave the company a “neutral” rating in a research note on Wednesday. KeyCorp raised their target price on shares of Workday from $305.00 to $335.00 and gave the company an “overweight” rating in a research note on Wednesday. Finally, BNP Paribas upgraded shares of Workday to a “strong-buy” rating in a research note on Friday, February 14th. Ten investment analysts have rated the stock with a hold rating, twenty have assigned a buy rating and one has issued a strong buy rating to the company’s stock. According to data from MarketBeat, Workday presently has a consensus rating of “Moderate Buy” and an average target price of $302.14.

Workday Price Performance

NASDAQ WDAY opened at $260.57 on Friday. The company has a debt-to-equity ratio of 0.35, a quick ratio of 2.05 and a current ratio of 2.05. The firm’s 50 day moving average price is $259.89 and its 200-day moving average price is $254.28. Workday has a 52-week low of $199.81 and a 52-week high of $298.50. The company has a market cap of $69.31 billion, a PE ratio of 43.21, a P/E/G ratio of 3.55 and a beta of 1.35.

Insider Buying and Selling

In related news, CEO Carl M. Eschenbach sold 6,250 shares of the firm’s stock in a transaction on Monday, January 6th. The shares were sold at an average price of $253.86, for a total transaction of $1,586,625.00. Following the completion of the transaction, the chief executive officer now owns 13,972 shares of the company’s stock, valued at $3,546,931.92. This trade represents a 30.91 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, major shareholder David A. Duffield sold 56,000 shares of the firm’s stock in a transaction on Monday, January 13th. The stock was sold at an average price of $246.42, for a total transaction of $13,799,520.00. Following the transaction, the insider now directly owns 60,000 shares of the company’s stock, valued at approximately $14,785,200. This trade represents a 48.28 % decrease in their position. The disclosure for this sale can be found here. Insiders sold a total of 433,321 shares of company stock valued at $111,763,803 over the last 90 days. Insiders own 20.00% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the company. Vanguard Group Inc. increased its holdings in Workday by 28.9% in the fourth quarter. Vanguard Group Inc. now owns 20,142,800 shares of the software maker’s stock valued at $5,197,447,000 after buying an additional 4,517,272 shares in the last quarter. Janus Henderson Group PLC grew its position in shares of Workday by 10.7% in the third quarter. Janus Henderson Group PLC now owns 4,985,131 shares of the software maker’s stock valued at $1,218,415,000 after purchasing an additional 480,459 shares during the period. State Street Corp grew its position in shares of Workday by 1.4% in the third quarter. State Street Corp now owns 4,842,729 shares of the software maker’s stock valued at $1,183,611,000 after purchasing an additional 67,380 shares during the period. Geode Capital Management LLC grew its position in shares of Workday by 61.9% in the fourth quarter. Geode Capital Management LLC now owns 4,637,387 shares of the software maker’s stock valued at $1,193,105,000 after purchasing an additional 1,772,223 shares during the period. Finally, The Manufacturers Life Insurance Company grew its position in shares of Workday by 60.7% in the fourth quarter. The Manufacturers Life Insurance Company now owns 3,722,255 shares of the software maker’s stock valued at $960,454,000 after purchasing an additional 1,406,088 shares during the period. Hedge funds and other institutional investors own 89.81% of the company’s stock.

About Workday

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.