Workday, Inc. (WDAY)
NasdaqGS · Price as of · Delayed Quote
- Profitability20/20
Profitable and growing: $1.14B net income over the last four reported quarters, up from $642.0M the year before.
- Insider buying vs selling11/20
Insiders are sellers only: 62 sells worth $88.1M, no open-market buys, across the last 20 Form 4s. Routine executive selling is common, so this is only a mild negative. Separately, 4 new 5%+ stake disclosures (13D/13G) hit in the last 6 months, which is big-money accumulation.
- Dilution and offerings6/15
Share count up 4.8% in a year plus 1 offering-related filing. Real dilution. One nuance: offerings raise cash that can fund real growth. The score docks the certain near-term dilution; if the spending pays off, it shows up later in the profitability component.
- Analysts38
- Implied upside+5.8%
- Target range$92.00 to $275.00
WDAY closed at $195.79 on Sep 4, up 15.0% since Aug 6. Chart read: price above both the 50-day and 200-day moving averages; the 50-day is above the 200-day (uptrend structure); trading at 62% of the 52-week range ($112.50 to $247.69).
Insider buying and selling at Workday, Inc. (WDAY)
The most recent Form 4 on record for Workday, Inc. (WDAY) is September 1, 2026, when David A Duffield, 10% owner, sold $18.9M of stock. That sale ran under a pre-arranged 10b5-1 plan, so it was scheduled ahead of time rather than decided that week.
| Insider | Action | Value | Date | Type |
|---|---|---|---|---|
| David A Duffield · 10% owner | Sell | $18.9M | September 1, 2026 | Routine |
| David A Duffield · 10% owner | Sell | $14.9M | June 9, 2026 | Routine |
| David A Duffield · 10% owner | Sell | $16.1M | June 4, 2026 | Routine |
| David A Duffield · 10% owner | Sell | $16.8M | June 1, 2026 | Routine |
| David A Duffield · 10% owner | Sell | $15.3M | March 10, 2026 | Routine |
Filed notices to sell
A Form 144 is filed beforean insider sells restricted stock. The Form 4 reporting the completed trade isn't due until two business days after the sale, so these land first. They are intentions, not transactions.
| Insider | Value | Filed | Status | Type |
|---|---|---|---|---|
| DUFFIELD DAVID A · 10% Stockholder | $18.8M | September 4, 2026 | Not yet reported | Routine |
| DUFFIELD DAVID A · 10% Stockholder | $18.8M | September 1, 2026 | Executed | Routine |
How Congress has done in WDAY
Every purchase of WDAY disclosed by a member of Congress in the last 5 years, scored over the 12 months after the trade date against SPY over the same window.
| Measure | WDAY | SPY |
|---|---|---|
| Median 12-month return after purchase | -40.8% | +24.6% |
| Median difference vs SPY | -62.6% | — |
| Purchases that beat SPY | 2 of 5 (40%) | — |
| Members who bought | 4 | — |
Most frequent buyers: Josh Gottheimer (2), Jefferson Shreve (1), Lisa McClain (1), Rob Bresnahan (1).
These are not returns anyone actually earned. Disclosures report a dollar bracket and no share count, so every purchase is counted once and weighted equally, and sales are not matched back to the buys that opened them. 1 of the 5 purchases are disclosed as a spouse's or dependent's rather than the member's own. Purchases from the last 12 months are excluded because their window has not closed yet.
Congress trades
| Date | Member | Action | Amount | |
|---|---|---|---|---|
| 2026-06-17 | Michael McCaul TX | Purchase | $1,001 - $15,000 | |
| 2026-06-11 | Michael McCaul TX | Purchase | $1,001 - $15,000 | |
| 2026-06-05 | Gil Cisneros CA | Sale | $15,001 - $50,000 |
SEC filings
| Form | Filed | Description |
|---|---|---|
| 144 | September 4, 2026 | View on EDGAR |
| SCHEDULE 13G/A | September 4, 2026 | View on EDGAR |
| 4 | September 3, 2026 | FORM 4 |
| 144 | September 1, 2026 | View on EDGAR |
| 10-Q | August 27, 2026 | 10-Q |
| 8-K | August 27, 2026 | 8-K |
| SCHEDULE 13G | August 14, 2026 | View on EDGAR |
| SCHEDULE 13G/A | August 12, 2026 | View on EDGAR |
Articles that mention Workday without it being the main subject.
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All seven Magnificent Seven stocks were red by late morning Thursday, led by Tesla's 14% drop on an earnings miss and Alphabet's close-to-7% slide despite beating estimates, on another capex raise. Amazon and Meta sold off too ahead of next week's reports. The money didn't just leave, it rotated: into defense on Lockheed's earnings beat, and out of quantum, SaaS and space.
Frequently asked questions
What do analysts expect for WDAY?
38 analysts cover Workday, Inc. (WDAY). The consensus rating is Buy. The average price target is $207.10, in a range of $92.00 to $275.00.
Are insiders buying or selling WDAY?
We track Form 4 filings for Workday, Inc. (WDAY). The activity listed on this page shows 5 qualifying sales. Each row is labelled Routine when the filer declared a pre-arranged 10b5-1 plan, Tax withholding when shares were sold automatically to cover the tax on a vest, or Own call when neither applies.
Has Congress made money trading WDAY?
4 members of Congress have disclosed buying WDAY in the last 5 years, 5 purchases in total. Measured over the 12 months after each trade date, the median purchase returned -40.8% against +24.6% for SPY over the same windows, and 2 of the 5 (40%) beat the index. These are not returns anyone actually earned: congressional disclosures report a dollar bracket and no share count, so each purchase is counted once and weighted equally, and later sales are not matched back to the buys that opened them.
Where can I see WDAY SEC filings?
Recent filings are listed on this page, newest first. The latest is a 144 filed September 4, 2026.