Autodesk, Inc. $ADSK Shares Sold by AustralianSuper Pty Ltd

AustralianSuper Pty Ltd lessened its position in Autodesk, Inc. (NASDAQ:ADSK) by 25.5% during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 71,300 shares of the software company’s stock after selling 24,437 shares during the period. AustralianSuper Pty Ltd’s holdings in Autodesk were worth $22,650,000 at the end of the most recent reporting period.

Several other large investors have also bought and sold shares of ADSK. Vanguard Group Inc. raised its holdings in shares of Autodesk by 2.2% in the 3rd quarter. Vanguard Group Inc. now owns 21,414,239 shares of the software company’s stock worth $6,802,661,000 after purchasing an additional 450,724 shares in the last quarter. State Street Corp grew its position in Autodesk by 1.8% in the second quarter. State Street Corp now owns 10,086,995 shares of the software company’s stock worth $3,122,631,000 after buying an additional 174,247 shares during the last quarter. Loomis Sayles & Co. L P increased its holdings in shares of Autodesk by 1.5% in the second quarter. Loomis Sayles & Co. L P now owns 5,831,447 shares of the software company’s stock valued at $1,805,241,000 after buying an additional 88,066 shares in the last quarter. Geode Capital Management LLC lifted its position in shares of Autodesk by 15.1% during the 2nd quarter. Geode Capital Management LLC now owns 5,606,264 shares of the software company’s stock valued at $1,730,415,000 after acquiring an additional 734,449 shares during the last quarter. Finally, Massachusetts Financial Services Co. MA lifted its position in shares of Autodesk by 18.9% during the 3rd quarter. Massachusetts Financial Services Co. MA now owns 3,544,520 shares of the software company’s stock valued at $1,125,988,000 after acquiring an additional 564,136 shares during the last quarter. Institutional investors own 90.24% of the company’s stock.

Autodesk Trading Up 2.6%

Autodesk stock opened at $253.40 on Wednesday. The business’s 50-day simple moving average is $259.08 and its 200-day simple moving average is $289.44. Autodesk, Inc. has a 52 week low of $215.01 and a 52 week high of $329.09. The firm has a market capitalization of $53.72 billion, a PE ratio of 48.36, a PEG ratio of 1.78 and a beta of 1.45. The company has a debt-to-equity ratio of 0.82, a quick ratio of 0.82 and a current ratio of 0.85.

Autodesk (NASDAQ:ADSK) last issued its quarterly earnings results on Thursday, February 26th. The software company reported $2.85 EPS for the quarter, topping the consensus estimate of $2.64 by $0.21. The company had revenue of $1.96 billion for the quarter, compared to the consensus estimate of $1.91 billion. Autodesk had a return on equity of 53.51% and a net margin of 15.60%.The company’s revenue for the quarter was up 19.4% on a year-over-year basis. During the same period in the previous year, the business posted $2.29 EPS. Autodesk has set its FY 2027 guidance at 12.290-12.560 EPS and its Q1 2027 guidance at 2.820-2.860 EPS. Equities research analysts forecast that Autodesk, Inc. will post 5.76 earnings per share for the current year.

Autodesk News Summary

Here are the key news stories impacting Autodesk this week:

• Positive Sentiment: Multiple analyst upgrades and hikes — Citigroup raised its price target to $331 and kept a Buy, while Piper Sandler reaffirmed an Overweight and lifted its target to $383, signaling continued analyst confidence in upside. Citigroup Price Target
• Positive Sentiment: Q4 results and guidance momentum — Autodesk reported strong Q4 revenue (about +19% YoY) and metrics that beat guidance, which supports the bullish analyst tone and underlying subscription/ARR growth story. Q4 Revenue Beat
• Positive Sentiment: New AI use case partnership — Autodesk partnered with BioDapt to apply Fusion AI design tools to high‑performance prosthetics, demonstrating potential product-led expansion of cloud/AI workflows into adjacent manufacturing and healthcare niches. This can broaden TAM and investor interest. BioDapt Alliance
• Neutral Sentiment: Mixed price‑target actions — several shops issued different updates in the last 48 hours (raises and cuts: Wells Fargo, RBC, DA Davidson, Deutsche Bank adjustments). This creates divergent short‑term views even as consensus remains generally positive. (Example item) Wells Fargo Target Cut
• Neutral Sentiment: Short‑interest data appears non‑informative / reporting glitch — recent short‑interest entries show zero or NaN values, so there’s no clear short squeeze pressure evident from the published data right now.
• Negative Sentiment: Competitive product developments — PTC expanded Onshape with advanced cloud‑native model‑based definition (MBD) features; continued competitor innovation in cloud CAD/PLM could pressure Autodesk’s market share or slow customer migrations. PTC Onshape Expansion

Analyst Ratings Changes

A number of equities research analysts have recently issued reports on ADSK shares. Wells Fargo & Company cut their target price on Autodesk from $365.00 to $350.00 and set an “overweight” rating on the stock in a research report on Friday, February 27th. Wolfe Research boosted their price objective on Autodesk from $330.00 to $350.00 and gave the stock an “outperform” rating in a report on Friday, February 27th. Stifel Nicolaus decreased their target price on shares of Autodesk from $375.00 to $285.00 and set a “buy” rating for the company in a report on Monday, February 23rd. Morgan Stanley dropped their target price on shares of Autodesk from $385.00 to $350.00 and set an “overweight” rating on the stock in a research report on Monday, February 23rd. Finally, Piper Sandler restated an “overweight” rating and issued a $383.00 price target (up from $373.00) on shares of Autodesk in a research report on Monday. One analyst has rated the stock with a Strong Buy rating, twenty-three have given a Buy rating and five have issued a Hold rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $341.96.

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.