Canada Post Corp Registered Pension Plan Has $8.59 Million Holdings in Workday, Inc. $WDAY

Canada Post Corp Registered Pension Plan lifted its stake in Workday, Inc. (NASDAQ:WDAY) by 866.4% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 34,695 shares of the software maker’s stock after purchasing an additional 31,105 shares during the quarter. Canada Post Corp Registered Pension Plan’s holdings in Workday were worth $8,594,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also made changes to their positions in the stock. Vanguard Group Inc. lifted its position in Workday by 2.5% in the 2nd quarter. Vanguard Group Inc. now owns 21,114,184 shares of the software maker’s stock worth $5,067,404,000 after buying an additional 515,529 shares in the last quarter. State Street Corp raised its holdings in shares of Workday by 3.3% during the second quarter. State Street Corp now owns 9,600,516 shares of the software maker’s stock worth $2,304,124,000 after acquiring an additional 303,713 shares in the last quarter. Geode Capital Management LLC boosted its position in Workday by 2.9% during the second quarter. Geode Capital Management LLC now owns 4,952,938 shares of the software maker’s stock valued at $1,183,112,000 after purchasing an additional 140,042 shares during the last quarter. Parnassus Investments LLC grew its stake in Workday by 13.1% in the third quarter. Parnassus Investments LLC now owns 3,217,205 shares of the software maker’s stock valued at $774,478,000 after purchasing an additional 371,561 shares in the last quarter. Finally, Invesco Ltd. grew its stake in Workday by 10.4% in the second quarter. Invesco Ltd. now owns 2,187,137 shares of the software maker’s stock valued at $524,913,000 after purchasing an additional 205,403 shares in the last quarter. 89.81% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several brokerages recently weighed in on WDAY. UBS Group set a $260.00 price objective on shares of Workday in a research report on Wednesday, November 26th. Needham & Company LLC restated a “buy” rating and set a $300.00 price target on shares of Workday in a report on Thursday. Piper Sandler reduced their price objective on shares of Workday from $235.00 to $200.00 and set a “neutral” rating for the company in a research note on Monday. JPMorgan Chase & Co. lowered their target price on shares of Workday from $290.00 to $270.00 and set an “overweight” rating on the stock in a research report on Wednesday, November 26th. Finally, Wells Fargo & Company reduced their price target on Workday from $300.00 to $290.00 and set an “overweight” rating for the company in a research report on Wednesday, November 26th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-four have given a Buy rating and thirteen have assigned a Hold rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $277.00.

Workday Stock Up 2.6%

NASDAQ WDAY opened at $162.92 on Friday. Workday, Inc. has a twelve month low of $156.87 and a twelve month high of $281.00. The stock has a market cap of $42.85 billion, a PE ratio of 68.45, a PEG ratio of 1.36 and a beta of 1.13. The firm has a 50-day simple moving average of $202.76 and a 200 day simple moving average of $221.24. The company has a debt-to-equity ratio of 0.34, a quick ratio of 1.83 and a current ratio of 1.83.

Workday (NASDAQ:WDAY) last posted its quarterly earnings results on Tuesday, November 25th. The software maker reported $2.32 earnings per share for the quarter, topping analysts’ consensus estimates of $2.17 by $0.15. Workday had a net margin of 6.95% and a return on equity of 10.50%. The firm had revenue of $2.43 billion for the quarter, compared to the consensus estimate of $2.42 billion. During the same quarter in the previous year, the company earned $1.89 earnings per share. The business’s revenue was up 12.6% compared to the same quarter last year. On average, research analysts forecast that Workday, Inc. will post 2.63 EPS for the current year.

Insiders Place Their Bets

In other news, major shareholder David A. Duffield sold 82,884 shares of the firm’s stock in a transaction on Thursday, January 8th. The stock was sold at an average price of $209.75, for a total value of $17,384,919.00. Following the completion of the sale, the insider directly owned 105,049 shares in the company, valued at approximately $22,034,027.75. This trade represents a 44.10% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Also, insider Gerrit S. Kazmaier sold 3,759 shares of the firm’s stock in a transaction dated Tuesday, January 6th. The shares were sold at an average price of $208.73, for a total transaction of $784,616.07. Following the completion of the sale, the insider owned 105,167 shares of the company’s stock, valued at $21,951,507.91. The trade was a 3.45% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 370,321 shares of company stock worth $78,866,401 in the last quarter. 19.31% of the stock is owned by corporate insiders.

Key Headlines Impacting Workday

Here are the key news stories impacting Workday this week:

• Positive Sentiment: Needham reaffirmed a “buy” rating and a $300 price target, highlighting continued bullish sell‑side conviction and a large implied upside that can attract buyers. Needham Reaffirms Buy on Workday
• Positive Sentiment: Shares showed recent upside momentum (a ~5.6% jump in the prior session) with above‑average volume — technical strength that can sustain short‑term buying interest. Strength Seen in Workday
• Positive Sentiment: Corporate hiring/PR: Workday expanded veteran hiring tools and positioned shares as undervalued in a company release — a modest positive for investor perception and ESG/hiring narrative. Workday Expands Veteran Hiring Tools
• Neutral Sentiment: Piper Sandler moved its rating to “hold” — not a stamp of confidence but removes a prior downgrade risk; may temper near‑term upside. Piper Sandler Upgrades to Hold
• Neutral Sentiment: Several Zacks pieces note analysts are broadly optimistic and retail interest is high — useful context but not new fundamentals; these stories can amplify trading volatility more than change fundamentals. Is Workday a Buy?
• Neutral Sentiment: Another Zacks note summarizes why WDAY is trending among users — useful for sentiment tracking but mixed on immediate price impact. Here Is What to Know Beyond Why Workday Is Trending
• Negative Sentiment: Workday announced cuts of roughly 400 jobs (~2% of workforce), mainly in customer‑service roles, signaling near‑term cost action but also raising execution and morale risks; layoffs were cited alongside guidance comments. Workday Cuts 400 Jobs
• Negative Sentiment: Company warned of a wider FY26 GAAP vs. non‑GAAP margin gap — investors often penalize such disclosure because it can signal pressure on GAAP profitability and complicate modeling. Workday Flags Wider FY26 GAAP vs Non-GAAP Margin Gap
• Negative Sentiment: Broader competitive risk: OpenAI’s new Frontier enterprise agent platform could layer on top of or displace some enterprise app workflows (including HR/ERP use cases), posing a medium‑term threat to incumbents like Workday. OpenAI Announces Frontier

About Workday

Workday, Inc (NASDAQ: WDAY) is a provider of cloud-based enterprise applications focused on human capital management (HCM) and financial management. Founded in 2005 by Dave Duffield and Aneel Bhusri following their tenure at PeopleSoft, the company develops software-as-a-service solutions that help organizations manage workforce and financial processes in a unified, cloud-native environment. Workday’s platform emphasizes continuous updates, data security, and a configurable architecture aimed at large and mid-sized enterprises.

The company’s product portfolio centers on Workday Human Capital Management and Workday Financial Management, with additional offerings for payroll, talent management, workforce planning and analytics.