Dayforce, Inc. (DAY)

Dayforce reported an 11.7% year-over-year increase in total revenue in Q1 2025 and earnings of $0.61 per share in Q2 2025. Several analysts adjusted their ratings and price targets in August 2025. Dayforce entered into an agreement to be acquired by Thoma Bravo for $70.00 per share in cash, but its largest shareholder publicly stated plans to vote against the buyout. Insider selling activity occurred in October 2025, and a legal investigation was initiated to assess the fairness of the buyout. Dayforce announced an expanded collaboration with Microsoft to integrate Dayforce AI Agents into HCM workflows.

Dayforce, Inc. experiences some demand seasonality for its products and services, with revenue growth decelerating slightly from Q4 2024 to Q1 2025, aligning with seasonal trends.

Dayforce, Inc. is a global human capital management (HCM) software company operating in the Technology sector, specifically in the Software - Application industry. Its primary offering is the Dayforce cloud HCM platform, which includes functionalities across human resources, payroll and tax, workforce management, wallet, benefits, and talent intelligence. Dayforce also provides Powerpay, a cloud HR and payroll solution for small businesses in Canada, as well as payroll and professional services. The company rebranded from Ceridian HCM Holding Inc. to Dayforce, Inc. in February 2024.

Dayforce, Inc. has a significant international presence, operating in the United States, Canada, Australia, and other countries. Its global reach extends across North America, Europe, the Middle East, Africa (EMEA), and the Asia-Pacific (APAC) region. The company's headquarters are located in Minneapolis, Minnesota, U.S.

Dayforce, Inc. has worked to strengthen its brand reputation through rebranding from Ceridian HCM Holding Inc. to Dayforce, Inc. in February 2024. Dayforce has been recognized as a leader in the Gartner® Magic Quadrant™ for HCM Suites for the sixth consecutive year in 2025. The company expanded its collaboration with Microsoft to embed AI agents into HCM workflows, highlighting its commitment to technological innovation.

Dayforce, Inc.'s stock is primarily held by institutional investors, who own approximately 53.21% to 76.90% of the company's stock. Insiders hold about 17.32%, and public companies and individual investors own the remaining portion. Major institutional owners include Capital Research and Management Company, T. Rowe Price Group, Inc., and The Vanguard Group, Inc. Cannae Holdings Inc. is the largest individual Dayforce shareholder, holding 44.74 million shares, representing 28.02% of the company.