Dayforce, Inc. (DAY)

In August 2025, Thoma Bravo agreed to acquire Dayforce in a $12.3 billion deal. On May 7, 2025, Dayforce reported its first-quarter 2025 results, exceeding revenue expectations, but the stock dropped 6% due to less impressive guidance. The company incurred a $29.2 million restructuring charge in the first quarter of 2025 due to a workforce reduction of approximately 5%. As of October 4, 2025, Dayforce's stock had experienced a 3% drop in 2025, though it had gained 11.5% over the preceding twelve months.

Dayforce's financial reporting indicates some demand seasonality for its products and services. Revenue growth decelerated slightly from the fourth quarter of 2024 to the first quarter of 2025, aligning with seasonal trends. The company also anticipates that employment levels will reflect a normalized seasonal cadence, suggesting fluctuations in demand for its HCM solutions.

Dayforce, Inc. (DAY) is a global leader in Human Capital Management (HCM) technology, offering a comprehensive suite of cloud-based software and services. The company rebranded from Ceridian HCM Holding Inc. in February 2024. Dayforce operates within the Technology sector, specifically in the Software - Application industry, providing a unified, global people platform. Major products include the Dayforce cloud HCM platform, offering human resources, payroll and tax, workforce management, wallet, benefits, and talent intelligence capabilities. Dayforce also provides Powerpay, a cloud HR and payroll solution for small businesses, payroll and related services, and professional services. The company also deals with the shipment, rental, maintenance, and sale of payroll time clocks. Dayforce's platform is enhanced by AI.

Dayforce maintains a significant global presence, with headquarters in Minneapolis, Minnesota, USA, and Toronto, Ontario, Canada. The company operates with offices across North America, Europe, the Middle East, Africa (EMEA), and the Asia-Pacific (APAC) region. Dayforce serves a diverse customer base in the United States, Canada, Australia, and other international markets.

Dayforce has actively shaped its brand reputation, particularly through its rebranding from Ceridian in February 2024. The company's brand promise is centered on "making work life better." Dayforce has highlighted its commitment to innovation with its AI-powered HCM suite, including the launch of Dayforce Co-Pilot and the Dayforce Wallet. The company's annual ESG Report, "Impact Through Innovation," released in April 2024, showcased its performance across sustainability pillars. Dayforce has also been recognized as a Leader in industry assessments. A notable event that temporarily affected Dayforce's reputation occurred in January 2024, when the company announced new monthly fees, but Dayforce reversed this decision.

Dayforce, Inc.'s ownership is primarily composed of institutional investors, who hold approximately 77.13% of the company's stock. Insiders own about 1.62%, while public companies and individual investors account for 21.25%. Major institutional owners include Capital Research and Management Company, T. Rowe Price Group, Inc., The Vanguard Group, Inc., EdgePoint Investment Group Inc., BlackRock, Inc., Janus Henderson Group plc, State Street Global Advisors, Inc., and Dragoneer Investment Group, LLC. Cannae Holdings Inc. is the largest individual Dayforce shareholder, owning 28.02% of the company.