WK
Workiva Inc.
NYSEUSDEQUITY
Technology
DELAYED
Last price
72.08
▼ 3.31 (4.39%)
MARKET · —
Price
Open
75.39
Prev close
75.39
Day high
75.45
Day low
73.39
Volume
505.81K
Market cap
$4.07B
P/E (TTM)
90.16
52W range
43.34 – 97.10
Trailing performance
Returnvs SPY
1W
+6.13%
+7.5%
1M
+47.65%
+43.9%
3M
+49.60%
+46.5%
6M
+21.81%
+10.7%
YTD
-13.24%
-25.5%
1Y
-2.13%
-22.1%
3Y
-23.31%
-97.5%
5Y
—
—
Price return only. Dividends are not reinvested, so total return on a dividend payer will be higher than shown.
Fundamentals
Market cap$4.07B
Enterprise value$4.05B
Revenue (TTM)$965.70M
Gross profit$774.58M
EBITDA$42.03M
Net income$47.04M
EPS (TTM)$0.83
Free cash flow$169.10M
Total cash$815.24M
Total debt$792.68M
Book value / share$-0.22
Shares outstanding50.85M
Float45.56M
Short % of float10.00%
Dividend yield—
Beta (5Y)0.44
Valuation & profitability ratios
Trailing P/E90.16
Forward P/E18.48
PEG ratio—
Price / sales—
Price / book—
EV / revenue4.19
EV / EBITDA96.34
Gross margin80.21%
Operating margin4.57%
Profit margin4.87%
Return on equity—
Return on assets1.45%
Debt / equity—
Current ratio1.47
Fourteen ratios including P/E, PEG, EV/EBITDA, margins and return on equity.
Financial statements
| Line item | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|
| Total revenue | $884.57M | $738.68M | $630.04M | $537.88M |
| Cost of revenue | $0 | $0 | $0 | $0 |
| Gross profit | $0 | $0 | $0 | $0 |
| R&D | — | — | — | — |
| SG&A | — | — | — | — |
| Operating income | — | — | — | — |
| Pre-tax income | — | — | — | — |
| Tax provision | $0 | $0 | $0 | $0 |
| Net income | -$26.17M | -$55.04M | -$127.53M | -$90.95M |
| EBIT | $0 | $0 | $0 | $0 |
| Line item | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|
| Cash & equivalents | — | — | — | — |
| Short-term investments | — | — | — | — |
| Net receivables | — | — | — | — |
| Inventory | — | — | — | — |
| Total current assets | — | — | — | — |
| Total assets | — | — | — | — |
| Total current liabilities | — | — | — | — |
| Long-term debt | — | — | — | — |
| Total liabilities | — | — | — | — |
| Retained earnings | — | — | — | — |
| Shareholder equity | — | — | — | — |
| Line item | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|
| Net income | -$26.17M | -$55.04M | -$127.53M | -$90.95M |
| Depreciation | — | — | — | — |
| Change in working capital | — | — | — | — |
| Operating cash flow | — | — | — | — |
| Capital expenditure | — | — | — | — |
| Investing cash flow | — | — | — | — |
| Dividends paid | — | — | — | — |
| Buybacks | — | — | — | — |
| Financing cash flow | — | — | — | — |
| Net change in cash | — | — | — | — |
Earnings
Reported vs expected · EPS
| Quarter | Est. | Actual | Surprise |
|---|---|---|---|
| Jun 2026 | 0.63 | 0.77 | +21.4% |
| Mar 2026 | 0.66 | 0.77 | +17.5% |
| Dec 2025 | 0.69 | 0.78 | +13.1% |
| Sep 2025 | 0.39 | 0.55 | +42.7% |
Forward consensus
| Period | EPS | Analysts | Revenue | Growth |
|---|---|---|---|---|
| Current quarter | 0.80 | 10 | $261.37M | +16.6% |
| Next quarter | 1.03 | 10 | $278.07M | +16.4% |
| Current year | 3.36 | 11 | $1.04B | +17.8% |
| Next year | 4.05 | 11 | $1.20B | +15.5% |
Analyst targets & ownership
Mean target$77.20
High target$91.00
Low target$65.00
Implied upside7.10%
Analyst count10
ConsensusNONE
Strong buy / Buy2 / 9
Hold0
Sell / Strong sell0 / 0
Held by insiders4.04%
Held by institutions100.88%
Institutions holding432
Price targets, consensus spread, insider and institutional ownership.
Insider net activity
Net shares
+30.96K
Net buying
Buy transactions
9
33.46K shares
Sell transactions
2
2.50K shares
Net transactions
+11
Buys less sells
Sell : buy shares
0.1 : 1
Mixed
Insider-held shares
2.20M
Total on file
Insider transactions
| Date | Insider | Action | Shares | Value | Held |
|---|---|---|---|---|---|
| Jun 4, 26 | HERZ ROBERT H Director |
SELL | 1.50K | $76.84K | Direct |
| Jun 1, 26 | HERZ ROBERT H Director |
STOCK | 4.07K | $0 | Direct |
| Jun 1, 26 | HERREN RICHARD SCOTT Director |
STOCK | 4.07K | $0 | Direct |
| Jun 1, 26 | MALIK ASTHA Director |
STOCK | 4.07K | $0 | Direct |
| Jun 1, 26 | VANDERPLOEG MARTIN J Director |
STOCK | 4.07K | $0 | Direct |
| Jun 1, 26 | CROW MICHAEL M Director |
STOCK | 4.07K | $0 | Direct |
| Jun 1, 26 | PEEK MARK S Director |
STOCK | 4.07K | $0 | Direct |
| Jun 1, 26 | RADIA SUKU V Director |
STOCK | 4.07K | $0 | Direct |
| May 29, 26 | HERZ ROBERT H Director |
SELL | 1.00K | $49.69K | Direct |
| Mar 2, 26 | HERREN RICHARD SCOTT Director |
STOCK | 877 | $0 | Direct |
| Feb 27, 26 | ISKOW JULIE Chief Executive Officer |
STOCK | 4.09K | $0 | Direct |
| Feb 11, 26 | ISKOW JULIE Chief Executive Officer |
STOCK | 48.50K | $0 | Direct |
| Feb 11, 26 | ZIEGLER BRANDON Officer |
STOCK | 17.10K | $0 | Direct |
| Feb 11, 26 | SWAIN JUNKO Officer |
STOCK | 771 | $0 | Direct |
What this is, and what it is not
These are SEC Form 4 filings — officers, directors and 10% owners reporting their own trades in the company's stock. Filing is due within two business days of the transaction, so this lags reality by days, and the provider adds its own lag on top.
A sale is not automatically bearish. Executives sell on scheduled 10b5-1 plans, to cover tax on vesting equity, and to diversify. Purchases with cash are generally the more informative signal, and they are far rarer.
This does not include congressional or senate trading. That comes from STOCK Act disclosures filed with the Senate eFD system and the House Clerk, which this data source does not carry.
Officer and director trades in their own stock, straight from Form 4 filings.
Insider holders
| Name | Relation | Shares held | Latest |
|---|---|---|---|
CROW MICHAEL M |
Director | 53.62K | Stock Award(Grant) |
HAWKINS MICHAEL D. |
Officer | 52.31K | Sale |
HERZ ROBERT H |
Director | 74.18K | Sale |
ISKOW JULIE |
Chief Executive Officer | 468.11K | Stock Award(Grant) |
KLINDT JILL E. |
Chief Financial Officer | 107.58K | Sale |
LARSON BARBARA A |
Chief Financial Officer | 141.10K | Stock Award(Grant) |
MULCAHY DAVID S |
Director | 240.37K | Sale |
RADIA SUKU V |
Director | 45.44K | Stock Award(Grant) |
VANDERPLOEG MARTIN J |
Director | 732.16K | Stock Award(Grant) |
ZIEGLER BRANDON |
Officer | 132.64K | Stock Award(Grant) |
Moving averages & technicals
SMA 10
71.46
+0.87% from price
SMA 20
66.00
+13.38% from price
SMA 50
57.05
+31.17% from price
SMA 100
54.81
+31.51% from price
SMA 200
66.20
+13.04% from price
EMA 12
70.21
+2.67% from price
EMA 26
65.03
+10.84% from price
EMA 50
60.55
+19.04% from price
RSI (14)
71.8
Overbought
MACD (12,26,9)
5.17
Hist 0.68
ATR (14)
3.39
4.52% of price
Realised vol 30D
56.1%
Annualised
Bollinger upper
78.20
20, 2σ
Bollinger lower
53.80
20, 2σ
50 / 200 cross
Death
57.05 vs 66.20
Trend bias
Above 200
+13.04%
Risk profile
Beta vs SPY
0.13
Less volatile than market
Correlation to SPY
0.04
Largely independent
Realised vol 30D
56.1%
Annualised
Market vol 1Y
12.9%
SPY, annualised
Max drawdown 1Y
-52.5%
Peak to trough
Max drawdown 5Y
-72.5%
Peak to trough
ATR 14
3.39
4.52% of price
Beta (reported)
0.44
5Y monthly, from filing
Unusual options activity
Nothing crossed the thresholds in the expiries we scanned.
That is the normal state — most contracts trade well inside their existing open interest.
That is the normal state — most contracts trade well inside their existing open interest.
Contracts trading at or above their open interest, ranked by notional and where the print landed.
Options analytics
Put / call volume
0.71
Call-heavy session
Put / call open interest
0.33
Positioning, not flow
Max pain
60.00
-19.8% from spot
ATM implied vol
56.0%
Nearest strike to spot
Skew (10% OTM)
-0.1%
Calls bid over puts
Call volume
87
Contracts, this expiry
Put volume
62
Contracts, this expiry
Heaviest call OI
70.00
103 contracts
Heaviest put OI
60.00
33 contracts
Max pain is the strike at which the largest dollar value of open contracts expires worthless. It describes current positioning; it is not a forecast and it moves as open interest changes.
Put/call ratios, max pain, implied volatility skew and where open interest is concentrated.
Options chain
Calls
| Strike | Last | Bid | Ask | Vol | OI | IV |
|---|---|---|---|---|---|---|
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
Puts
| Strike | Last | Bid | Ask | Vol | OI | IV |
|---|---|---|---|---|---|---|
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
Every listed expiry, both sides of the book, with volume, open interest and implied volatility.
Headlines
Workiva Insider Sold Shares Worth $499,199, According to a Recent SEC Filing
MT Newswires · 18h ago
Buy 2 AI-Led Mid-Cap Laggards of 2026 That Have Solid Upside Potential
Zacks · 3d ago
AI In The C Suite: Firms Say Errors Have Reached Their Boards, Audiences
MediaPost · 5d ago
2 Cash-Producing Stocks with Promising Prospects and 1 We Turn Down
StockStory · 9d ago
The Top 5 Analyst Questions From Workiva’s Q2 Earnings Call
StockStory · 10d ago
Workiva (WK) Q2 2026 Earnings Call Transcript
Motley Fool · 11d ago
One in Four Executives Say AI Errors Have Reached External Audiences or Boards, According to New Research From Workiva
Business Wire · 11d ago
Workiva (WK) Turns Profitable As Investors Weigh Whether The Valuation Story Still Holds
Simply Wall St. · 12d ago
PRIVATE STRATEGY · BY QUALIFICATION
The same data. A different seat.
The research you are reading is the input layer for a discretionary options program we run for a small number of qualified investors. Minimum $1,000,000.