Dayforce, Inc. (DAY)

Dayforce's stock has increased by 38.97% over the past six months, but declined by 1% to 4.48% over the past year. Key events include analyst downgrades from UBS Group, Citigroup, and TD Cowen. Q2 2025 earnings surpassed revenue expectations, but revenue guidance was less impressive. Thoma Bravo agreed to acquire Dayforce in an all-cash transaction. Q3 2025 sales targets were exceeded, but revenue guidance was slightly below estimates. A workforce reduction in Q1 2025 resulted in a $29.2 million restructuring charge. Wells Fargo lowered its rating for Dayforce due to competitive challenges.

Demand for Dayforce's HCM software appears stable, driven by enterprises increasing their use of AI and cloud-based platforms. Dayforce's recurring revenue model and high customer retention rate suggest consistent demand. The company's strategic focus on enterprise expansion and AI-driven solutions aims to sustain growth, indicating steady demand for its core offerings throughout the year.

Dayforce, Inc. is a global human capital management (HCM) software company providing solutions to improve employee experience and enhance governance, risk, and compliance. Its flagship product, the Dayforce cloud HCM platform, offers functionalities such as global HR, payroll and tax, workforce management, and talent acquisition. Dayforce also provides Powerpay for Canadian small businesses, payroll services, and professional services. The company serves diverse sectors, including retail, hospitality, healthcare, and financial services. Dayforce rebranded from Ceridian HCM Holding Inc. on February 1, 2024.

Dayforce operates globally, providing its HCM platform across North America, EMEA, and APAC. The company has an operational presence in countries such as Canada, the U.S., and Australia. Its headquarters are located in Minneapolis, Minnesota, U.S.

Dayforce's brand reputation has been shaped by its rebranding, industry recognition, and a customer service event. The company rebranded from Ceridian to Dayforce on February 1, 2024. In 2024, Dayforce was recognized as a leader in the Gartner® Magic Quadrant™ for Cloud HCM Suites. An announcement of new monthly fees for accessing former employee data caused customer dissatisfaction, but Dayforce reversed this decision, positively impacting its reputation.

Dayforce, Inc. is a publicly traded company with a mix of institutional and insider stakes. As of December 2025, there are 898 institutional owners holding 211,422,036 shares. Major institutional owners include Price T Rowe Associates Inc /md/, Capital International Investors, Vanguard Group Inc, EdgePoint Investment Group Inc., BlackRock, Inc., and Janus Henderson Group Plc. Significant insider shareholders include Cannae Holdings Inc. and CEO David D. Ossip.