Workiva
Connects enterprise data to financial, sustainability, risk, and compliance reporting.
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Profile
Sells subscriptions to a cloud platform that connects source data with financial reporting, sustainability disclosures, and governance, risk, and compliance workflows. Most revenue is recurring subscription and support fees; professional services add setup, XBRL tagging, and consulting, while the global customer base remains U.S.-weighted.
Connects financial, sustainability, and governance data in one cloud platform for reporting, disclosure, audit, risk, and controls. Finance teams prepare SEC and other statutory filings, annual reports, and management reporting; sustainability teams manage metrics, carbon accounting, and disclosures; GRC users document internal controls, audits, policies, and enterprise risk.
Links source systems to documents, spreadsheets, charts, and presentations so changes propagate across related content. Permission controls, data provenance, and audit trails support collaboration on sensitive, regulated work, while AI tools assist finance, sustainability, risk, and compliance workflows.
Earns most revenue from subscriptions, supplemented by setup, XBRL tagging, and consulting services. Serves organizations worldwide but remains U.S.-weighted. Operates as one reportable segment, and the platform is built primarily on Amazon Web Services.
Company facts
Categories
Key statistics
Year to date −4.6% · Average volume (30d) 809.7K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Aug 27, 2026 | Stifel Nicolaus | Target | $70 | $95 | |
| Aug 5, 2026 | UBS | Target | $110 | $70 | |
| Aug 5, 2026 | Stifel Nicolaus | Target | $79 | $70 | |
| May 6, 2026 | Raymond James | Target | $105 | $85 | |
| May 6, 2026 | BTIG | Reiterate | Buy | $90 | $80 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 4, 2026Q2 FY26 | $0.64 | $0.77 | +21.3% | $251.2M | $255.3M | +1.6% | +0.73% |
| May 5, 2026Q1 FY26 | $0.66 | $0.77 | +16.7% | $245.2M | $247.0M | +0.7% | −7.00% |
| Feb 19, 2026Q4 FY25 | $0.68 | $0.78 | +14.7% | $235.2M | $238.9M | +1.6% | +3.66% |
| Nov 5, 2025Q3 FY25 | $0.38 | $0.55 | +44.7% | $235.1M | $224.2M | −4.7% | +5.85% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $206.3M | $215.2M | $224.2M | $238.9M | $247.3M | $255.3M | |
| Gross profit | $157.9M | $165.6M | $177.8M | $192.8M | $198.8M | $205.3M | |
| Operating income | −$24.8M | −$22.1M | −$3.4M | $7.9M | $15.3M | $11.7M | |
| Net income | −$21.4M | −$19.4M | $2.8M | $11.8M | $19.0M | $13.4M | |
| Diluted EPS | −$0.38 | −$0.35 | $0.05 | $0.20 | $0.33 | $0.24 | |
| Gross margin | 76.6% | 77.0% | 79.3% | 80.7% | 80.4% | 80.4% | |
| Operating margin | -12.0% | -10.3% | -1.5% | 3.3% | 6.2% | 4.6% |
Fiscal years (4-quarter sums)FY21 $443.3M · FY22 $537.9M · FY23 $630.0M · FY24 $738.7M · FY25 $884.6M
Revenue by product · Q2 FY26
Revenue by geography · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $815.2M · Total debt $782.1M · Total assets $1.37B · Shareholders' equity −$97.1M
Dividends
No dividends on record.
Ownership
Institutions and insiders are filed separately and overlap, so together they can pass the whole company. No split is drawn from them.
Shares outstanding 54.42M · Float 49.89M · 91.7% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 5.51M | 10.12% | 13F | Aug 7, 2026 |
| Vanguard Portfolio Management LLC | 4.05M | 7.44% | 13F | Aug 13, 2026 |
| Jericho Capital Asset Management L.P. | 3.48M | 6.60% | 13G | Aug 14, 2026 |
| Vanguard Capital Management | 2.69M | 5.12% | 13G | Jul 31, 2026 |
| Hotchkis & Wiley Capital Management LLC | 2.58M | 4.74% | 13F | Aug 14, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 20, 2026 | Brandon Ziegler | officer: EVP, CLO, CAO & Corp Secretary | −6,571 | $75.97 |
| Jun 4, 2026 | Robert H. Herz | director | −1,500 | $51.23 |
| May 29, 2026 | Robert H. Herz | director | −1,000 | $49.69 |
| Dec 10, 2025 | Robert H. Herz | director | −1,500 | $91.44 |
| Dec 10, 2025 | David S. Mulcahy | director | −1,162 | $91.50 |
Peers
- Donnelley Financial Solutions
Largest US SEC filing agent with cloud disclosure management and XBRL services.
- SAP (ADR)
ERP suite with embedded disclosure, GRC, and ESG modules for large enterprises.
- Oracle
Oracle cloud EPM suite for financial close, disclosure, GRC, and sustainability.
- BlackLine
Financial close automation for reconciliation, journal entry, and SOX controls.
- ServiceNow
Enterprise GRC platform extending IT service management to risk, audit, and ESG.
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Workiva | $79.45 | +0.39% | $4.31B | 96.5 | 21.5 | 4.5 | +18.6% |
| Donnelley Financial Solutions | $48.32 | −0.04% | $1.19B | 33.3 | 9.1 | 1.5 | +2.8% |
| SAP (ADR) | $220.80 | −0.39% | $258.15B | 28.1 | 23.9 | 5.8 | +5.8% |
| Oracle | $150.95 | +0.17% | $434.14B | 25.9 | 18.7 | 6.4 | +20.6% |
| BlackLine | $32.85 | −0.39% | $1.93B | 58.5 | 12.6 | 2.6 | +9.2% |
| ServiceNow | $143.28 | −0.97% | $149.61B | 90.4 | 31.9 | 10.2 | +24.0% |
| Median | 33.3 | 18.7 | 5.8 | +9.2% |