Workiva (NYSE:WK) Releases FY 2026 Earnings Guidance

Workiva (NYSE:WK) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 2.660-2.760 for the period, compared to the consensus estimate of 1.260. The company issued revenue guidance of $1.0 billion-$1.0 billion, compared to the consensus revenue estimate of $1.0 billion. Workiva also updated its Q1 2026 guidance to 0.640-0.670 EPS.

Workiva Price Performance

Shares of WK stock traded up $2.79 during trading on Friday, hitting $62.05. 751,004 shares of the stock traded hands, compared to its average volume of 913,902. Workiva has a 52-week low of $56.06 and a 52-week high of $97.10. The firm has a market capitalization of $3.48 billion, a P/E ratio of -74.27 and a beta of 0.62. The firm’s fifty day moving average price is $80.06 and its 200-day moving average price is $82.96.

Workiva (NYSE:WK) last released its quarterly earnings results on Thursday, February 19th. The software maker reported $0.78 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.68 by $0.10. The company had revenue of $238.94 million during the quarter, compared to analysts’ expectations of $235.13 million. Workiva’s revenue was up 19.5% on a year-over-year basis. During the same period last year, the firm 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, equities research analysts expect that Workiva will post -0.92 earnings per share for the current year.

Workiva announced that its board has initiated a share buyback program on Monday, February 16th that allows the company to buyback $250.00 million in outstanding shares. This buyback authorization allows the software maker to purchase up to 7.7% of its stock through open market purchases. Stock buyback programs are often an indication that the company’s leadership believes its shares are undervalued.

Analyst Upgrades and Downgrades

Several research firms have commented on WK. Truist Financial boosted their price target on shares of Workiva from $95.00 to $110.00 and gave the stock a “buy” rating in a research note on Friday, November 7th. BMO Capital Markets decreased their target price on Workiva from $92.00 to $83.00 and set an “outperform” rating for the company in a report on Friday. Stifel Nicolaus lowered their target price on Workiva from $98.00 to $79.00 and set a “buy” rating for the company in a research note on Friday. UBS Group set a $110.00 price target on Workiva in a research report on Sunday, November 9th. Finally, Robert W. Baird set a $86.00 price objective on Workiva in a research note on Friday. Ten investment analysts have rated the stock with a Buy rating and one has issued a Sell rating to the company. Based on data from MarketBeat, Workiva has an average rating of “Moderate Buy” and an average price target of $96.92.

Trending Headlines about 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.)

Hedge Funds Weigh In On Workiva

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. Hotchkis & Wiley Capital Management LLC acquired a new stake in Workiva during the third quarter worth approximately $88,289,000. Fuller & Thaler Asset Management Inc. boosted its holdings in shares of Workiva by 11.4% in the 4th quarter. Fuller & Thaler Asset Management Inc. now owns 893,859 shares of the software maker’s stock valued at $77,095,000 after buying an additional 91,808 shares in the last quarter. UBS Group AG grew its position in shares of Workiva by 40.8% in the 3rd quarter. UBS Group AG now owns 778,118 shares of the software maker’s stock valued at $66,980,000 after buying an additional 225,449 shares during the last quarter. Arrowstreet Capital Limited Partnership raised its stake in Workiva by 12.4% during the 4th quarter. Arrowstreet Capital Limited Partnership now owns 588,807 shares of the software maker’s stock worth $50,785,000 after acquiring an additional 64,999 shares in the last quarter. Finally, Barclays PLC raised its stake in Workiva by 531.6% during the 4th quarter. Barclays PLC now owns 582,586 shares of the software maker’s stock worth $50,248,000 after acquiring an additional 490,351 shares in the last quarter. 92.21% of the stock is owned by institutional investors and hedge funds.

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.