Truist Financial Reiterates Buy Rating for Workiva (NYSE:WK)

Workiva (NYSE:WK)‘s stock had its “buy” rating restated by stock analysts at Truist Financial in a research report issued to clients and investors on Friday,Benzinga reports. They presently have a $90.00 price objective on the software maker’s stock, down from their prior price objective of $110.00. Truist Financial’s price objective suggests a potential upside of 43.88% from the stock’s previous close.

Other analysts have also recently issued research reports about the stock. Robert W. Baird set a $86.00 target price on shares of Workiva in a research report on Friday. Raymond James Financial restated an “outperform” rating and set a $105.00 target price on shares of Workiva in a research report on Wednesday, December 10th. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $102.00 price target on shares of Workiva in a research note on Friday. Weiss Ratings reissued a “sell (d-)” rating on shares of Workiva in a research note on Wednesday, January 21st. Finally, BMO Capital Markets decreased their price objective on shares of Workiva from $92.00 to $83.00 and set an “outperform” rating for the company in a report on Friday. Ten analysts have rated the stock with a Buy rating and one has assigned a Sell rating to the company. According to MarketBeat, Workiva presently has a consensus rating of “Moderate Buy” and a consensus target price of $95.38.

Workiva Price Performance

Shares of NYSE WK traded up $3.29 during midday trading on Friday, hitting $62.55. The stock had a trading volume of 962,919 shares, compared to its average volume of 920,463. The firm has a market cap of $3.51 billion, a P/E ratio of -74.46 and a beta of 0.62. Workiva has a fifty-two week low of $56.06 and a fifty-two week high of $97.10. The company’s 50-day simple moving average is $80.06 and its 200 day simple moving average is $82.96.

Workiva (NYSE:WK) last posted its quarterly earnings results on Thursday, February 19th. The software maker reported $0.78 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.68 by $0.10. The firm had revenue of $238.94 million during the quarter, compared to the consensus estimate of $235.13 million. Workiva’s revenue was up 19.5% on a year-over-year basis. During the same quarter in the prior year, the business earned $0.35 EPS. Workiva has set its FY 2026 guidance at 2.660-2.760 EPS and its Q1 2026 guidance at 0.640-0.670 EPS. Equities analysts expect that Workiva will post -0.92 EPS for the current fiscal year.

Workiva declared that its Board of Directors has initiated a stock buyback plan on Monday, February 16th that allows the company to repurchase $250.00 million in shares. This repurchase authorization allows the software maker to repurchase up to 7.7% of its stock through open market purchases. Stock repurchase plans are generally a sign that the company’s board believes its shares are undervalued.

Hedge Funds Weigh In On Workiva

Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Vanguard Group Inc. raised its stake in shares of Workiva by 0.7% in the 3rd quarter. Vanguard Group Inc. now owns 6,281,317 shares of the software maker’s stock valued at $540,696,000 after purchasing an additional 46,254 shares during the period. Eminence Capital LP raised its position in Workiva by 40.7% in the 3rd quarter. Eminence Capital LP now owns 3,723,546 shares of the software maker’s stock valued at $320,523,000 after buying an additional 1,076,778 shares during the last quarter. Nordea Investment Management AB lifted its stake in Workiva by 50.7% in the 3rd quarter. Nordea Investment Management AB now owns 1,368,401 shares of the software maker’s stock valued at $115,589,000 after acquiring an additional 460,540 shares in the last quarter. Edmond DE Rothschild Holding S.A. acquired a new position in Workiva during the 2nd quarter worth approximately $88,677,000. Finally, Geode Capital Management LLC grew its stake in shares of Workiva by 0.3% during the 2nd quarter. Geode Capital Management LLC now owns 1,207,108 shares of the software maker’s stock worth $82,637,000 after acquiring an additional 4,056 shares in the last quarter. 92.21% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting Workiva

Here are the key news stories impacting Workiva this week:

• Positive Sentiment: Q4 results beat: Workiva reported $0.78 EPS vs. $0.68 consensus and revenue of $238.9M (up 19.5% YoY), showing accelerating growth and margin improvement. Workiva Announces Fourth Quarter and Full Year 2025 Financial Results
• Positive Sentiment: Very bullish guidance: Management raised Q1 2026 EPS to $0.640–$0.670 and FY2026 EPS to $2.660–$2.760 — both well above street consensus — signaling stronger-than-expected forward profitability and revenue growth. Workiva Announces Fourth Quarter and Full Year 2025 Financial Results
• Positive Sentiment: Subscription growth outlook boosted by AI and cross‑selling: Workiva expects ~19% subscription revenue growth in 2026 as AI adoption and multi‑product sales accelerate, supporting recurring revenue expansion. Workiva expects 19% subscription revenue growth in 2026 as AI adoption and multiproduct sales accelerate
• Positive Sentiment: $250M buyback approved: The board authorized repurchases up to $250M (about 7.7% of shares), which can support the share price and signals management views on valuation. RTT News Stock Buybacks
• Neutral Sentiment: Earnings materials and call: Full earnings slide deck and transcript are available for investors who want granular product and customer metrics from the Q4 call. Workiva Inc. (WK) Q4 2025 Earnings Call Transcript
• Negative Sentiment: BMO trims target: BMO lowered its price target from $92 to $83 (still an “outperform”), a modest negative signaling some analyst caution despite the strong results. (No link available.)

Workiva Company Profile

Workiva, originally founded as WebFilings in 2008, delivers a cloud-native platform designed to streamline and connect data, documents and teams for reporting and compliance. Its flagship Workiva platform supports a range of applications including financial reporting, regulatory filings, internal controls documentation, risk management and environmental, social and governance (ESG) disclosures. By centralizing data and automating workflows, the company helps organizations improve accuracy, transparency and auditability across critical reporting processes.

The Workiva platform offers modular solutions that integrate with existing enterprise systems and data sources.