Workiva Inc. (NYSE:WK) Receives Consensus Recommendation of “Moderate Buy” from Analysts

Shares of Workiva Inc. (NYSE:WK) have been assigned an average recommendation of “Moderate Buy” from the twelve ratings firms that are covering the firm, Marketbeat Ratings reports. One investment analyst has rated the stock with a sell recommendation and eleven have given a buy recommendation to the company. The average 12 month target price among brokers that have issued a report on the stock in the last year is $95.3846.

WK has been the subject of a number of research analyst reports. BTIG Research lowered their price target on Workiva from $105.00 to $90.00 and set a “buy” rating for the company in a report on Friday. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Workiva in a research report on Wednesday, January 21st. UBS Group set a $110.00 price target on shares of Workiva in a research report on Sunday, November 9th. Raymond James Financial reaffirmed an “outperform” rating and set a $105.00 price objective on shares of Workiva in a research report on Wednesday, December 10th. Finally, The Goldman Sachs Group reiterated a “buy” rating and issued a $102.00 target price on shares of Workiva in a report on Friday.

Workiva Price Performance

Shares of NYSE WK opened at $61.43 on Friday. The company has a market capitalization of $3.45 billion, a P/E ratio of -127.97 and a beta of 0.62. The company has a 50 day simple moving average of $79.54 and a 200-day simple moving average of $82.84. Workiva has a 1 year low of $56.06 and a 1 year high of $97.10.

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

Workiva declared that its board has approved a stock repurchase program on Monday, February 16th that permits the company to buyback $250.00 million in shares. This buyback authorization permits the software maker to purchase up to 7.7% of its stock through open market purchases. Stock buyback programs are typically an indication that the company’s leadership believes its stock is undervalued.

Trending Headlines about Workiva

Here are the key news stories impacting Workiva this week:

• Positive Sentiment: Q4 results beat consensus — EPS $0.78 vs $0.68 and revenue $238.9M, with revenue up ~19.5% year-over-year; management described accelerated growth and profitability. Workiva Announces Fourth Quarter and Full Year 2025 Financial Results
• Positive Sentiment: Management issued very strong guidance: Q1‑2026 EPS 0.640–0.670 (well above consensus) and FY‑2026 EPS 2.660–2.760, signaling confidence in subscription momentum and margin leverage. Workiva Q4 earnings & guidance (MarketBeat)
• Positive Sentiment: Board approved a $250 million share repurchase program (about 7.7% of shares outstanding), which supports buybacks as a near-term demand for shares and signals the board views valuation as attractive. RTT News — Stock Buybacks
• Positive Sentiment: Company expects ~19% subscription revenue growth in 2026, citing AI adoption and increased multi‑product sales as drivers — suggests top-line durability and product-led expansion. Workiva expects 19% subscription revenue growth (Seeking Alpha)
• Neutral Sentiment: Several firms reiterated buy/outperform ratings even as they adjusted models — that keeps institutional sentiment broadly constructive but shows analysts are recalibrating targets vs. prior estimates. Truist/analyst note (The Fly)
• Negative Sentiment: Multiple price-target cuts (e.g., BTIG 105→90, Truist 110→90, BMO 92→83) reduce modeled upside and indicate some analyst caution on valuation and near-term multiple expansion. BTIG price-target cut (The Fly) Truist price-target cut (The Fly)

Hedge Funds Weigh In On Workiva

Several hedge funds have recently bought and sold shares of WK. Vanguard Group Inc. grew its position in 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 acquiring an additional 46,254 shares in the last quarter. Eminence Capital LP boosted its stake in shares of Workiva by 40.7% in the third quarter. Eminence Capital LP now owns 3,723,546 shares of the software maker’s stock valued at $320,523,000 after purchasing an additional 1,076,778 shares during the period. Nordea Investment Management AB boosted its stake in shares of Workiva by 50.7% in the third quarter. Nordea Investment Management AB now owns 1,368,401 shares of the software maker’s stock valued at $115,589,000 after purchasing an additional 460,540 shares during the period. Edmond DE Rothschild Holding S.A. purchased a new stake in Workiva during the 2nd quarter worth approximately $88,677,000. Finally, Geode Capital Management LLC lifted its holdings in 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 buying an additional 4,056 shares in the last quarter. Institutional investors and hedge funds own 92.21% of the company’s stock.

About Workiva

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.