Autodesk, Inc. $ADSK Shares Purchased by Xponance Inc.

Xponance Inc. grew its position in shares of Autodesk, Inc. (NASDAQ:ADSK) by 9.5% during the 3rd quarter, according to the company in its most recent filing with the SEC. The firm owned 64,981 shares of the software company’s stock after purchasing an additional 5,622 shares during the quarter. Xponance Inc.’s holdings in Autodesk were worth $20,643,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Norges Bank bought a new position in Autodesk during the second quarter valued at about $777,202,000. Rakuten Investment Management Inc. acquired a new stake in Autodesk in the 3rd quarter valued at about $268,649,000. Geode Capital Management LLC boosted 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 purchasing an additional 734,449 shares in the last quarter. Massachusetts Financial Services Co. MA grew its stake in shares of Autodesk by 18.9% in the 3rd quarter. Massachusetts Financial Services Co. MA now owns 3,544,520 shares of the software company’s stock worth $1,125,988,000 after purchasing an additional 564,136 shares during the last quarter. Finally, Vontobel Holding Ltd. raised its holdings in shares of Autodesk by 254.2% in the 3rd quarter. Vontobel Holding Ltd. now owns 676,701 shares of the software company’s stock worth $214,968,000 after purchasing an additional 485,661 shares in the last quarter. Institutional investors own 90.24% of the company’s stock.

Analyst Ratings Changes

Several research analysts have issued reports on the stock. Barclays decreased their price target on shares of Autodesk from $390.00 to $300.00 and set an “overweight” rating on the stock in a research report on Friday, February 20th. UBS Group decreased their target price on Autodesk from $400.00 to $290.00 and set a “buy” rating on the stock in a report on Monday. Robert W. Baird upped their target price on Autodesk from $367.00 to $377.00 and gave the company an “outperform” rating in a report on Wednesday, November 26th. HSBC dropped their price target on Autodesk from $388.00 to $379.00 and set a “buy” rating on the stock in a research note on Friday, November 28th. Finally, Rothschild & Co Redburn set a $375.00 price objective on shares of Autodesk in a research note on Friday, January 9th. One analyst has rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating and five have given a Hold rating to the stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $345.57.

Trending Headlines about Autodesk

Here are the key news stories impacting Autodesk this week:

• Positive Sentiment: Q4 results beat expectations — revenue $1.96B (+19.4% YoY) and non‑GAAP EPS $2.85 vs. consensus $2.63, showing continued top‑line momentum. AUTODESK, INC. ANNOUNCES FISCAL 2026 FOURTH QUARTER RESULTS
• Positive Sentiment: Raised guidance — FY‑2027 EPS guided to $12.29–$12.56 (well above Street) and Q1 EPS to $2.82–$2.86, with revenue guidance above consensus — a key near‑term catalyst for further re‑rating if execution continues. AUTODESK, INC. ANNOUNCES FISCAL 2026 FOURTH QUARTER RESULTS (Yahoo)
• Positive Sentiment: Company emphasizes AI roadmap — management and the earnings call highlighted upcoming AI capabilities (frontier + proprietary models for 3D design) as drivers of product differentiation, revenue expansion and margin upside. Autodesk (ADSK) Q4 2026 Earnings Call Transcript (Fool)
• Positive Sentiment: Analyst support — William Blair maintained a Buy, citing conservative growth outlook plus strong AI positioning, which reinforces investor confidence. Autodesk: Conservative Growth Outlook and Strategic AI Positioning Support Buy Rating
• Neutral Sentiment: Full earnings materials and call transcript available for due diligence — slide deck and transcripts provide detail on product cadence and margin drivers for investors doing deeper modeling. Autodesk Q4 2026 Earnings Call Transcript (Seeking Alpha)
• Neutral Sentiment: Mixed analyst moves — Rosenblatt trimmed its price target (note: a PT cut can temper upside expectations even if coverage remains positive). Rosenblatt Securities Lowers Autodesk (NASDAQ:ADSK) Price Target to $330.00
• Negative Sentiment: Short interest rose notably in February (reported ~6.4M shares, ~3% of shares outstanding in one report), which could increase volatility and selling pressure if negative catalysts emerge.

Autodesk Trading Up 3.8%

NASDAQ ADSK opened at $233.45 on Friday. The company has a current ratio of 0.82, a quick ratio of 0.82 and a debt-to-equity ratio of 0.86. Autodesk, Inc. has a 1-year low of $215.01 and a 1-year high of $329.09. The firm’s fifty day simple moving average is $262.12 and its 200-day simple moving average is $290.14. The company has a market capitalization of $49.49 billion, a PE ratio of 45.24, a price-to-earnings-growth ratio of 1.57 and a beta of 1.45.

Autodesk (NASDAQ:ADSK) last issued its earnings results on Thursday, February 26th. The software company reported $2.85 EPS for the quarter, beating analysts’ consensus estimates of $2.64 by $0.21. Autodesk had a return on equity of 52.06% and a net margin of 16.09%.The firm had revenue of $1.96 billion for the quarter, compared to the consensus estimate of $1.91 billion. During the same quarter in the previous year, the company posted $2.29 earnings per share. The business’s quarterly revenue was up 19.4% compared to the same quarter last year. Autodesk has set its FY 2027 guidance at 12.290-12.560 EPS and its Q1 2027 guidance at 2.820-2.860 EPS. As a group, sell-side analysts anticipate that Autodesk, Inc. will post 5.76 earnings per share for the current fiscal year.

Autodesk Company 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.