Workday, Inc. (WDAY) reported second-quarter 2027 revenue of $2.6 billion, up 12.8% from a year earlier, as the company continued to grow its business across both revenue and profitability. Gross profit rose to $2.0 billion, while operating profit climbed 26.2% to $313 million.
Bottom-line results were especially strong. Net income attributable to common shareholders reached $632 million, a sharp increase of 177.2% year over year, and diluted earnings per share came in at $2.57, up 206.0% from the same period last year.
Cash generation was softer during the quarter. Cash from operating activities totaled $519 million, down 15.8% year over year, while cash and cash equivalents stood at $661 million. Total liabilities were $9.4 billion, reflecting a 6.9% increase from a year ago.
- Revenue: $2.6 billion, up 12.8%
- Operating profit: $313 million, up 26.2%
- Net income: $632 million, up 177.2%
- Diluted EPS: $2.57, up 206.0%
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
Workday, Inc. Insider Trading Activity
Workday, Inc. insiders have traded $WDAY stock on the open market 136 times in the past 6 months. Of those trades, 0 have been purchases and 136 have been sales.
Here’s a breakdown of recent trading of $WDAY stock by insiders over the last 6 months:
- DAVID A DUFFIELD has made 0 purchases and 114 sales selling 2,042,500 shares for an estimated $271,195,315.
- ZANE ROWE (Chief Financial Officer) has made 0 purchases and 6 sales selling 12,000 shares for an estimated $1,631,517.
- GERRIT S KAZMAIER (President, Prod. and Tech.) has made 0 purchases and 4 sales selling 12,084 shares for an estimated $1,593,002.
- ROBERT ENSLIN (President, CCO) has made 0 purchases and 10 sales selling 10,747 shares for an estimated $1,420,310.
- MARK S. GARFIELD (Chief Accounting Officer) has made 0 purchases and 2 sales selling 2,503 shares for an estimated $309,714.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Workday, Inc. Hedge Fund Activity
We have seen 490 institutional investors add shares of Workday, Inc. stock to their portfolio, and 711 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- INVESCO LTD. added 4,867,045 shares (+148.5%) to their portfolio in Q2 2026, for an estimated $595,823,648
- FIRST EAGLE INVESTMENT MANAGEMENT, LLC added 3,269,940 shares (+75.4%) to their portfolio in Q1 2026, for an estimated $423,359,131
- EAGLE CAPITAL MANAGEMENT LLC added 2,616,675 shares (+30.1%) to their portfolio in Q2 2026, for an estimated $320,333,353
- PARNASSUS INVESTMENTS, LLC removed 2,116,802 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $274,062,354
- HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added 2,023,396 shares (+19.0%) to their portfolio in Q2 2026, for an estimated $247,704,138
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 2,008,372 shares (-99.3%) from their portfolio in Q2 2026, for an estimated $245,864,900
- PZENA INVESTMENT MANAGEMENT LLC added 1,971,270 shares (+inf%) to their portfolio in Q2 2026, for an estimated $241,322,873
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Workday, Inc. Congressional Stock Trading
Members of Congress have traded $WDAY stock 5 times in the past 6 months. Of those trades, 2 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $WDAY stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 4 times. They made 1 purchase worth up to $15,000 on 03/13 and 3 sales worth up to $115,000 on 06/05, 05/29, 04/14.
- SENATOR ALAN ARMSTRONG purchased up to $15,000 on 03/27.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
Workday, Inc. Analyst Ratings
Wall Street analysts have issued reports on $WDAY in the last several months. We have seen 1 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Wells Fargo issued a "Overweight" rating on 05/22/2026
- BWG Global issued a "Negative" rating on 05/15/2026
To track analyst ratings and price targets for Workday, Inc., check out Quiver Quantitative's $WDAY forecast page.
Workday, Inc. Price Targets
Multiple analysts have issued price targets for $WDAY recently. We have seen 10 analysts offer price targets for $WDAY in the last 6 months, with a median target of $154.5.
Here are some recent targets:
- Kash Rangan from Goldman Sachs set a target price of $151.0 on 05/26/2026
- Billy Fitzsimmons from Piper Sandler set a target price of $145.0 on 05/22/2026
- Allan Verkhovski from BTIG set a target price of $175.0 on 05/22/2026
- Scott Berg from Needham set a target price of $180.0 on 05/22/2026
- Steven Enders from Citigroup set a target price of $139.0 on 05/22/2026
- Jason Celino from Keybanc set a target price of $158.0 on 05/22/2026
- Michael Turrin from Wells Fargo set a target price of $185.0 on 05/22/2026
