Autodesk, Inc. $ADSK Shares Sold by Ninety One UK Ltd

Ninety One UK Ltd lowered its position in shares of Autodesk, Inc. (NASDAQ:ADSK) by 6.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 4,641,297 shares of the software company’s stock after selling 304,610 shares during the period. Autodesk accounts for approximately 2.9% of Ninety One UK Ltd’s portfolio, making the stock its 6th largest position. Ninety One UK Ltd’s holdings in Autodesk were worth $1,373,870,000 at the end of the most recent quarter.

Several other large investors also recently bought and sold shares of ADSK. Brighton Jones LLC boosted its stake in Autodesk by 14.5% in the fourth quarter. Brighton Jones LLC now owns 1,162 shares of the software company’s stock valued at $343,000 after acquiring an additional 147 shares in the last quarter. Sivia Capital Partners LLC boosted its stake in Autodesk by 98.1% in the second quarter. Sivia Capital Partners LLC now owns 2,472 shares of the software company’s stock valued at $765,000 after acquiring an additional 1,224 shares in the last quarter. Schnieders Capital Management LLC. acquired a new position in Autodesk in the second quarter valued at $466,000. Baird Financial Group Inc. boosted its stake in Autodesk by 7.5% in the second quarter. Baird Financial Group Inc. now owns 10,048 shares of the software company’s stock valued at $3,111,000 after acquiring an additional 701 shares in the last quarter. Finally, NewEdge Advisors LLC boosted its stake in Autodesk by 25.3% in the second quarter. NewEdge Advisors LLC now owns 13,860 shares of the software company’s stock valued at $4,291,000 after acquiring an additional 2,795 shares in the last quarter. Institutional investors and hedge funds own 90.24% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms have issued reports on ADSK. Argus upgraded shares of Autodesk to a “strong-buy” rating in a research note on Friday, March 6th. Weiss Ratings reiterated a “hold (c+)” rating on shares of Autodesk in a research note on Wednesday, January 21st. Piper Sandler reiterated an “overweight” rating and set a $383.00 target price (up from $373.00) on shares of Autodesk in a research note on Monday, March 2nd. JPMorgan Chase & Co. increased their target price on shares of Autodesk from $319.00 to $336.00 and gave the stock an “overweight” rating in a research note on Friday, February 27th. Finally, 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 research note on Monday, February 23rd. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and six have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, Autodesk has an average rating of “Moderate Buy” and an average target price of $338.25.

Autodesk News Summary

Here are the key news stories impacting Autodesk this week:

• Positive Sentiment: Zacks upgraded Autodesk from “Hold” to “Strong Buy,” which can drive buying interest from retail and quantitative funds that follow Zacks ranks. Zacks.com
• Positive Sentiment: Jefferies initiated coverage with a Buy, adding institutional brokerage support that often increases visibility and can lead to incremental flows from investors following sell‑side calls. Jefferies initiates coverage
• Positive Sentiment: Autodesk and Globant expanded their Tandem digital‑twin partnership, accelerating enterprise adoption of Autodesk’s Tandem platform across airports, smart buildings and manufacturing — a potential revenue/implementation tailwind for cloud services. Globant And Autodesk Deepen Digital Twin Push
• Positive Sentiment: Industry research forecasts strong GIS market growth through 2033 and names Autodesk as a leading vendor, supporting long‑term TAM expansion for spatial analytics, digital twins and cloud offerings. Geographic Information Systems (GIS) Market Report
• Positive Sentiment: Autodesk donated $1.95M to Howard University to expand a construction engineering program and makerspace — a small but positive ESG/talent pipeline and PR event. Autodesk Donates $1.95 Million
• Neutral Sentiment: Recent headlines noted Autodesk “beat the market upswing” in intraday moves, reflecting near‑term momentum but not new fundamentals. Autodesk Beats Stock Market Upswing
• Neutral Sentiment: Media pieces list Autodesk among robotics/physical‑AI candidates and mention it in broader investor roundups (visibility, sector placement) — helpful for thematic flows but not a direct catalyst. Top Robotics Stocks With Strong Potential
• Neutral Sentiment: Articles referencing Michael Burry and various stock picks or a head‑to‑head survey mentioning Autodesk create noise but provide little concrete position data tied to ADSK buying/selling. Michael Burry Just Snapped Up These Stocks
• Negative Sentiment: 247wallst published a short‑candidate comparison arguing Snowflake is a better short than Autodesk, keeping valuation/short‑seller narratives alive and potentially pressuring sentiment among value/short‑bias investors. Autodesk vs Snowflake: Short Candidate Analysis

Autodesk Trading Down 0.5%

NASDAQ ADSK opened at $242.02 on Friday. The stock has a market capitalization of $51.07 billion, a P/E ratio of 46.19, a P/E/G ratio of 1.61 and a beta of 1.43. Autodesk, Inc. has a 52-week low of $214.10 and a 52-week high of $329.09. The firm has a 50-day moving average price of $239.51 and a 200 day moving average price of $274.00. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 0.82.

Autodesk (NASDAQ:ADSK) last posted its quarterly earnings results on Thursday, February 26th. The software company reported $2.85 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.64 by $0.21. The firm had revenue of $1.96 billion during the quarter, compared to analysts’ expectations of $1.91 billion. Autodesk had a net margin of 15.60% and a return on equity of 53.51%. The firm’s revenue for the quarter was up 19.4% on a year-over-year basis. During the same period in the prior year, the company posted $2.29 earnings per share. 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 expect that Autodesk, Inc. will post 5.76 EPS for the current year.

About Autodesk

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.