Dayforce, INC

Market Movers (8-K)

Thoma Bravo has finalized its acquisition of Dayforce, Inc. for approximately US$12.3 billion, taking the HCM leader private.
Capital raise
Dayforce, Inc. announced it has received all necessary regulatory approvals and expects its merger with Dayforce Bidco, LLC to close within the next five business days.
Dayforce, Inc. stockholders have overwhelmingly approved the proposed acquisition by Thoma Bravo for US$70.00 per share in cash, moving the transaction closer to a late 2025 or early 2026 close.
Dayforce, Inc. has issued supplemental disclosures to its definitive proxy statement in response to stockholder litigation challenging its pending merger with Dawn Bidco, LLC.
Delay expected
Dayforce, Inc. announced its third quarter 2025 financial results, featuring strong recurring revenue growth but a significant net loss, as it progresses towards its $12.3 billion acquisition by Thoma Bravo.
Dayforce, Inc. announced the satisfaction of key regulatory conditions, including HSR and Canadian Competition Act approvals, for its merger with Dawn Bidco, LLC.

Quarterly Earnings (10-Q)

Dayforce, Inc. reported a net loss of $196.8 million in Q3 2025, primarily due to a non-cash pension settlement loss, despite revenue growth and an ongoing $12.3 billion acquisition by Thoma Bravo.
Delay expected
Worse than expected
Dayforce, Inc. reported a significant turnaround in Q2 2025, achieving net income of $21.3 million compared to a net loss in the prior year, driven by robust growth in recurring and professional services revenue.
Better than expected
Dayforce, Inc. announces its Q1 2025 financial results, showcasing revenue growth but a decrease in operating profit due to restructuring charges.
Worse than expected
Dayforce Inc. reported a net income of $2.0 million for Q3 2024, a significant improvement from a net loss in the same period last year, but faced increased operating expenses due to rebranding and amortization.
Worse than expected
Dayforce Inc. reported a net loss for the second quarter of 2024, despite revenue growth, as the company navigated rebranding efforts and debt refinancing.
Worse than expected
Dayforce Inc. saw a 16.4% increase in total revenue in Q1 2024, driven by growth in its cloud-based human capital management solutions and float revenue.
Worse than expected

Annual Reports (10-K)

Dayforce Inc.'s 2024 10-K filing highlights a year of customer expansion and platform development in the human capital management (HCM) sector.
Worse than expected
Dayforce, Inc.'s 10-K filing details the company's common stock structure, voting rights, dividend policies, and anti-takeover provisions.

Insider Trading (Form 4)

Dayforce, Inc. Chairman and CEO David D. Ossip reported significant dispositions of common stock, options, and performance units following the company's merger into a wholly-owned subsidiary.
Dayforce, Inc. Executive Vice President William McDonald disposed of common stock, restricted stock units, stock options, and performance units following the company's merger into a wholly-owned subsidiary of Dayforce Bidco, LLC at $70 per share.
Dayforce, Inc. EVP Joseph Korngiebel reports the disposition of common stock, RSUs, and PSUs in connection with the company's merger into a wholly-owned subsidiary at $70 per share, effective February 4, 2026.
Dayforce, Inc.'s EVP and CFO, Jeremy Robert Johnson, disposed of common stock, RSUs, and PSUs following the company's merger into a wholly-owned subsidiary of Dayforce Bidco, LLC.
Jeffrey Jacobs, Head of Accounting & Financial Reporting at Dayforce, Inc., disposed of common stock and options following the company's merger into a wholly-owned subsidiary of Dayforce Bidco, LLC.
Dayforce, Inc. President and COO Stephen H. Holdridge reported the disposition of common stock, options, RSUs, and PSUs following the company's merger into a wholly-owned subsidiary at $70 per share.

Proxy Statements (Def-14A)

Dayforce, Inc. has filed supplemental disclosures to its definitive proxy statement to address stockholder litigation related to its pending merger with Dawn Bidco, LLC.
Delay expected
Dayforce, Inc. is urging stockholders to vote in favor of the proposed merger with funds affiliated with Thoma Bravo, L.P. at the upcoming Special Meeting on November 12, 2025.
Dayforce's Board of Directors unanimously recommends stockholders approve the $70 per share all-cash acquisition by Thoma Bravo, citing superior value and risk transfer.
Better than expected
Dayforce, Inc. announced the satisfaction of Hart-Scott-Rodino and Canadian Competition Act conditions for its merger with Dawn Bidco, LLC.
Dayforce, Inc. stockholders are invited to a special meeting on November 12, 2025, to vote on a $70.00 per share all-cash acquisition by affiliates of Thoma Bravo, valuing the company at approximately $12.3 billion.
Better than expected
Capital raise
Dayforce, Inc. has filed definitive additional soliciting materials, including social media posts, to urge stockholders to review the upcoming proxy statement regarding its proposed merger with Thoma Bravo.

Schedule 13D - Activist Investments

T. Rowe Price Associates, a major shareholder, has filed a Schedule 13D to formally oppose Thoma Bravo's proposed acquisition of Dayforce, Inc.
Worse than expected

Schedule 13G - Passive Investments

Pentwater Capital Management LP and Matthew Halbower have filed an amendment reporting a 0% beneficial ownership stake in Dayforce, Inc.
Janus Henderson Group PLC has filed an amendment to its Schedule 13G, reporting its beneficial ownership of Dayforce, Inc. common stock as of March 31, 2026.
Goldman Sachs Group, Inc. and Goldman Sachs & Co. LLC have filed an amended Schedule 13G, reporting no beneficial ownership of Dayforce, Inc. common stock as of March 31, 2026.
T. Rowe Price Associates, Inc. has reported a passive 0.3% beneficial ownership stake in Dayforce Inc. as of December 31, 2025.
Goldman Sachs Group and its affiliate have disclosed a 5.5% beneficial ownership stake in Dayforce, Inc. as of December 31, 2025.
EdgePoint Investment Group Inc. reports zero beneficial ownership in Dayforce, Inc. common stock as of December 31, 2025.