Autodesk, Inc. $ADSK Stock Holdings Lowered by AEGON ASSET MANAGEMENT UK Plc

AEGON ASSET MANAGEMENT UK Plc lessened its stake in shares of Autodesk, Inc. (NASDAQ:ADSK) by 8.7% in the third quarter, according to its most recent filing with the SEC. The fund owned 183,299 shares of the software company’s stock after selling 17,557 shares during the period. AEGON ASSET MANAGEMENT UK Plc owned about 0.09% of Autodesk worth $58,199,000 at the end of the most recent reporting period.

A number of other hedge funds have also modified their holdings of ADSK. Nordea Investment Management AB increased its stake in shares of Autodesk by 5.6% in the second quarter. Nordea Investment Management AB now owns 21,254 shares of the software company’s stock worth $6,509,000 after acquiring an additional 1,124 shares during the last quarter. Pacific Heights Asset Management LLC boosted its position in Autodesk by 26.9% during the third quarter. Pacific Heights Asset Management LLC now owns 85,000 shares of the software company’s stock valued at $27,002,000 after purchasing an additional 18,000 shares during the last quarter. Robeco Institutional Asset Management B.V. grew its stake in Autodesk by 4.0% in the third quarter. Robeco Institutional Asset Management B.V. now owns 363,405 shares of the software company’s stock valued at $115,443,000 after purchasing an additional 13,844 shares in the last quarter. Sumitomo Mitsui Trust Group Inc. increased its position in Autodesk by 2.2% in the 3rd quarter. Sumitomo Mitsui Trust Group Inc. now owns 941,631 shares of the software company’s stock worth $299,128,000 after purchasing an additional 20,489 shares during the last quarter. Finally, Franklin Resources Inc. increased its position in Autodesk by 2.0% in the 2nd quarter. Franklin Resources Inc. now owns 2,225,768 shares of the software company’s stock worth $689,031,000 after purchasing an additional 43,869 shares during the last quarter. 90.24% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several brokerages recently weighed in on ADSK. The Goldman Sachs Group raised their price objective on shares of Autodesk from $320.00 to $330.00 and gave the company a “neutral” rating in a research report on Wednesday, November 26th. Rothschild Redb upgraded shares of Autodesk to a “strong-buy” rating in a research note on Friday, January 9th. BTIG Research assumed coverage on shares of Autodesk in a research note on Tuesday, December 16th. They issued a “buy” rating and a $365.00 price objective for the company. Hsbc Global Res upgraded shares of Autodesk from a “hold” rating to a “strong-buy” rating in a report on Wednesday, October 1st. Finally, Wolfe Research raised their target price on Autodesk from $370.00 to $390.00 and gave the company an “outperform” rating in a report on Wednesday, November 26th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and six have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $369.97.

Autodesk Stock Up 0.1%

NASDAQ ADSK opened at $270.00 on Monday. Autodesk, Inc. has a twelve month low of $232.67 and a twelve month high of $329.09. The stock has a market cap of $57.24 billion, a PE ratio of 52.33, a PEG ratio of 2.19 and a beta of 1.46. The firm has a 50-day simple moving average of $290.33 and a 200 day simple moving average of $299.78. The company has a debt-to-equity ratio of 0.86, a quick ratio of 0.82 and a current ratio of 0.82.

Autodesk (NASDAQ:ADSK) last issued its earnings results on Tuesday, November 25th. The software company reported $2.67 EPS for the quarter, topping the consensus estimate of $2.50 by $0.17. The firm had revenue of $1.85 billion during the quarter, compared to analysts’ expectations of $1.81 billion. Autodesk had a return on equity of 52.06% and a net margin of 16.09%.Autodesk’s quarterly revenue was up 18.0% compared to the same quarter last year. During the same period last year, the business earned $2.17 earnings per share. Autodesk has set its FY 2026 guidance at 10.180-10.250 EPS and its Q4 2026 guidance at 2.590-2.67 EPS. On average, research analysts forecast that Autodesk, Inc. will post 5.76 EPS for the current year.

Autodesk News Summary

Here are the key news stories impacting Autodesk this week:

• Positive Sentiment: Company announced a global restructuring and said it has raised its financial outlook, framing the 7% reduction as a move to streamline customer engagement and improve long‑term efficiency. This underpins the bullish case that margin expansion and free‑cash‑flow upside could follow. Autodesk Announces Global Restructuring and Raises Financial Outlook
• Positive Sentiment: Market reaction: multiple outlets report ADSK shares jumped after the workforce‑reduction plan and guidance update, showing investors initially rewarded the cost‑savings and clearer outlook. Autodesk stock rises after announcing 7% workforce reduction, guidance update
• Positive Sentiment: Analyst support: at least one major shop (William Blair) reiterated/maintained a Buy on the thesis that restructuring improves efficiency and long‑term FCF; Rothschild also published a buy view citing market outgrowth potential. Analyst backing reduces near‑term downside from the move. Autodesk: Restructuring-Driven Efficiency, Reinforced Outlook, and Long-Term FCF Upside Support Buy Rating
• Neutral Sentiment: Earnings preview: several previews expect double‑digit bottom‑line growth into Q4 2026, so upcoming results will be key to confirm that revenue and margin trajectory justify the restructuring. Autodesk’s Q4 2026 Earnings: What to Expect
• Neutral Sentiment: Investor guidance pieces weigh whether ADSK’s risk/reward improved after the cuts — useful reading but not new facts; traders will watch upcoming quarterly results and guidance cadence. As Autodesk Slashes Jobs, Should You Buy, Sell, Or Hold ADSK Stock?
• Negative Sentiment: Layoffs coverage: major outlets report ~1,000 job cuts (about 7% of workforce), largely in sales/customer‑facing roles — this raises execution risk around customer relationships and sales momentum if not managed carefully. Autodesk to cut 1,000 workers as the tech company bets on AI
• Negative Sentiment: Further reporting (Reuters/WSJ/Fast Company) emphasizes the scale and concentration of reductions in customer‑facing teams — a potential near‑term headwind to bookings and customer service if transition is rocky. Autodesk to lay off about 7% of workforce

Autodesk Profile

Autodesk, Inc (NASDAQ: ADSK) is a software company that develops design and creation tools for the architecture, engineering and construction (AEC), manufacturing, and media and entertainment industries. Headquartered in San Rafael, California, the company was founded in 1982 and is best known for pioneering CAD (computer-aided design) software. Autodesk sells products and services to a global customer base, including architects, engineers, contractors, product designers, and content creators.

The company’s product portfolio includes industry-standard design and modeling applications such as AutoCAD, Revit, Inventor, Fusion 360, Maya and 3ds Max, as well as cloud-based collaboration and project management platforms like BIM 360 and Autodesk Construction Cloud.