Rep. Gilbert Ray Cisneros, Jr. Buys Shares of Workday, Inc. (NASDAQ:WDAY)

Representative Gilbert Ray Cisneros, Jr. (D-California) recently bought shares of Workday, Inc. (NASDAQ:WDAY). In a filing disclosed on February 13th, the Representative disclosed that they had bought between $1,001 and $15,000 in Workday stock on January 28th. 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):

• Purchased $1,001 – $15,000 in shares of Hermès International Société en commandite par actions (OTCMKTS:HESAF) on 2/3/2026.
• Purchased $1,001 – $15,000 in shares of Tencent (OTC:TCTZF) on 2/3/2026.
• Purchased $1,001 – $15,000 in shares of Xiaomi (OTCMKTS:XIACF) on 2/3/2026.
• Purchased $1,001 – $15,000 in shares of Mitsubishi Heavy Industries (OTCMKTS:MHVYF) on 2/3/2026.
• Purchased $1,001 – $15,000 in shares of Banco Santander (NYSE:SAN) on 2/3/2026.
• Purchased $1,001 – $15,000 in shares of Leonardo (OTCMKTS:FINMF) on 2/3/2026.
• Purchased $1,001 – $15,000 in shares of Costco Wholesale (NASDAQ:COST) on 1/30/2026.
• Purchased $1,001 – $15,000 in shares of Transdigm Group (NYSE:TDG) on 1/30/2026.
• Purchased $1,001 – $15,000 in shares of Cloudflare (NYSE:NET) on 1/30/2026.
• Purchased $1,001 – $15,000 in shares of AutoZone (NYSE:AZO) on 1/30/2026.

Workday Trading Down 0.9%

WDAY stock traded down $1.23 during trading on Tuesday, hitting $143.19. The company had a trading volume of 2,043,844 shares, compared to its average volume of 4,198,542. Workday, Inc. has a 52-week low of $139.91 and a 52-week high of $281.00. The firm has a market capitalization of $37.66 billion, a P/E ratio of 60.05, a PEG ratio of 1.23 and a beta of 1.14. The company has a 50 day simple moving average of $194.49 and a 200-day simple moving average of $217.19. The company has a quick ratio of 1.83, a current ratio of 1.83 and a debt-to-equity ratio of 0.34.

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

Institutional Investors Weigh In On Workday

Hedge funds and other institutional investors have recently modified their holdings of the stock. Rakuten Securities Inc. bought a new position in Workday during the second quarter valued at about $25,000. Measured Wealth Private Client Group LLC purchased a new stake in Workday in the 3rd quarter worth approximately $26,000. DT Investment Partners LLC purchased a new stake in shares of Workday during the 4th quarter worth about $27,000. LRI Investments LLC bought a new position in Workday during the fourth quarter valued at about $29,000. Finally, JPL Wealth Management LLC acquired a new stake in shares of Workday in the third quarter valued at about $30,000. Institutional investors own 89.81% of the company’s stock.

Analyst Ratings Changes

WDAY has been the topic of several recent research reports. Royal Bank Of Canada lowered their price objective on Workday from $320.00 to $300.00 and set an “outperform” rating on the stock in a research report on Monday, January 5th. Citigroup cut their target price on Workday from $261.00 to $247.00 and set a “neutral” rating on the stock in a research report on Wednesday, November 26th. TD Cowen reaffirmed a “buy” rating on shares of Workday in a research report on Wednesday, November 26th. Barclays lowered their target price on shares of Workday from $280.00 to $275.00 and set an “overweight” rating for the company in a report on Monday, January 12th. Finally, Loop Capital set a $280.00 price objective on Workday in a report on Wednesday, December 10th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-five have assigned a Buy rating and twelve have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $261.66.

Trending Headlines about Workday

Here are the key news stories impacting Workday this week:

• Positive Sentiment: Aneel Bhusri returns as CEO and the company is publicly emphasizing AI as a growth engine — this could restore investor confidence in leadership and strategy and support a longer‑term re‑rating if execution follows. Workday CEO Return And AI Push Raise Questions On Undervalued Shares
• Positive Sentiment: Rosenblatt upgraded WDAY from Neutral to Buy (new $180 target, down from $235) — the upgrade signals some analyst conviction that shares have upside despite a lower target. Rosenblatt upgrades WDAY to Buy
• Positive Sentiment: Coverage pieces highlight Workday as having meaningful upside potential tied to AI momentum and the management change, which can attract investors focused on growth and AI exposure. Workday Inc (WDAY) Eyes AI Growth Amid CEO Change
• Neutral Sentiment: Workday is scheduled to report earnings soon — the report is a near‑term catalyst that can drive volatility either way depending on billings, subscription growth and AI product cadence. Workday (WDAY) to Release Earnings on Tuesday
• Negative Sentiment: Oppenheimer cut its price target to $200 (from $270) while keeping an Outperform — the reduction signals more conservative near‑term expectations and likely pressured the stock. Oppenheimer lowers WDAY price target
• Negative Sentiment: BMO trimmed its target to $204 (from $285) but retained an Outperform — another sizable cut that reinforces analyst caution and reduces near‑term upside expectations. BMO lowers WDAY price target
• Negative Sentiment: Zacks warns Workday lacks the right setup for an earnings beat in the upcoming print, which can prompt short‑term selling or muted investor reaction if guidance or metrics disappoint. Workday (WDAY) Earnings Expected to Grow: Should You Buy?

Insider Activity at Workday

In other Workday news, major shareholder David A. Duffield sold 82,884 shares of the stock in a transaction on Thursday, January 8th. The stock was sold at an average price of $209.75, for a total transaction of $17,384,919.00. Following the completion of the transaction, the insider directly owned 105,049 shares in the company, valued at $22,034,027.75. This represents a 44.10% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, insider Richard Harry Sauer sold 1,130 shares of the company’s stock in a transaction on Tuesday, January 6th. The shares were sold at an average price of $210.00, for a total transaction of $237,300.00. Following the sale, the insider owned 85,398 shares of the company’s stock, valued at $17,933,580. The trade was a 1.31% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 370,321 shares of company stock valued at $78,866,401. Corporate insiders own 20.00% of the company’s stock.

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 (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.