Findlay Park Partners LLP Sells 5,700 Shares of Autodesk, Inc. $ADSK

Findlay Park Partners LLP reduced its stake in shares of Autodesk, Inc. (NASDAQ:ADSK) by 1.7% in the third quarter, Holdings Channel reports. The firm owned 320,699 shares of the software company’s stock after selling 5,700 shares during the period. Findlay Park Partners LLP’s holdings in Autodesk were worth $101,876,000 at the end of the most recent quarter.

Several other institutional investors also recently added to or reduced their stakes in ADSK. Quantbot Technologies LP boosted its position in Autodesk by 51.4% in the 3rd quarter. Quantbot Technologies LP now owns 25,741 shares of the software company’s stock valued at $8,177,000 after buying an additional 8,735 shares during the period. Accredited Wealth Management LLC raised its stake in shares of Autodesk by 3,373.6% during the third quarter. Accredited Wealth Management LLC now owns 3,022 shares of the software company’s stock valued at $960,000 after acquiring an additional 2,935 shares in the last quarter. Aster Capital Management DIFC Ltd boosted its holdings in shares of Autodesk by 30.9% in the third quarter. Aster Capital Management DIFC Ltd now owns 3,601 shares of the software company’s stock valued at $1,144,000 after purchasing an additional 851 shares during the period. Erste Asset Management GmbH grew its stake in Autodesk by 192.8% in the third quarter. Erste Asset Management GmbH now owns 242,463 shares of the software company’s stock worth $78,060,000 after purchasing an additional 159,668 shares in the last quarter. Finally, Handelsbanken Fonder AB increased its holdings in Autodesk by 31.3% during the 3rd quarter. Handelsbanken Fonder AB now owns 170,773 shares of the software company’s stock worth $54,249,000 after purchasing an additional 40,735 shares during the period. Hedge funds and other institutional investors own 90.24% of the company’s stock.

Autodesk Trading Up 5.3%

NASDAQ:ADSK opened at $245.87 on Friday. The stock has a market capitalization of $52.12 billion, a price-to-earnings ratio of 46.92, a PEG ratio of 1.63 and a beta of 1.45. Autodesk, Inc. has a 52 week low of $215.01 and a 52 week high of $329.09. The company has a quick ratio of 0.82, a current ratio of 0.82 and a debt-to-equity ratio of 0.86. The firm has a 50 day moving average of $261.03 and a 200 day moving average of $289.87.

Autodesk (NASDAQ:ADSK) last released 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. Autodesk had a net margin of 15.60% and a return on equity of 54.99%. The business had revenue of $1.96 billion for the quarter, compared to analyst estimates of $1.91 billion. During the same period in the previous year, the company earned $2.29 earnings per share. The business’s revenue for the quarter was up 19.4% on a year-over-year basis. 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.

Key Headlines Impacting Autodesk

Here are the key news stories impacting Autodesk this week:

• Positive Sentiment: Q4 beat and stronger guidance — Autodesk posted fiscal Q4 revenue of ~$1.96B (up ~19% Y/Y) and non‑GAAP EPS of $2.85, both above Street estimates; it also set FY2027 EPS and revenue guidance well ahead of consensus, which supports higher forward earnings expectations. AUTODESK, INC. ANNOUNCES FISCAL 2026 FOURTH QUARTER RESULTS
• Positive Sentiment: Billings, cash flow and demand signs — Management highlighted $2.8B in billings (+33% Y/Y) and strong free cash flow (Q4 FCF ~$972M; FY2027 FCF guide ~$2.7–2.8B), indicating durable demand and improving operating leverage. These metrics underpin revenue visibility and margin durability. Autodesk shares jump as Q4 results beat expectations and FY2027 outlook comes in strong
• Positive Sentiment: Analysts praise results and lift ratings/targets — Multiple firms reiterated Buy/Outperform ratings and raised targets after the print (examples: Barclays, Wolfe, JPMorgan increased targets/overweight calls), which supports continued upside from sell‑side momentum. Benzinga coverage of analyst actions
• Neutral Sentiment: Mixed but still constructive analyst moves — Some shops trimmed price targets (DA Davidson, BTIG, RBC, Wells Fargo) while maintaining Buy/Outperform stances; overall street median targets remain well above the current price, leaving analyst bias positive but range‑wide. MarketScreener analyst target changes
• Neutral Sentiment: Investor events coming — Autodesk will present at investor conferences (Morgan Stanley TMT, etc.) next week; additional management commentary could further move sentiment but is not yet priced in. Autodesk to present at upcoming investor conferences
• Neutral Sentiment: Short‑interest data noisy/insignificant — Recent short‑interest reports show odd/zero values and effectively no short‑ratio signal; this item is not a clear driver of today’s move.
• Negative Sentiment: Insider selling — Public filings and data show several insiders have sold shares over the past six months (no insider buys reported in that window), which can be seen as a mild negative signal for some investors. QuiverQuant insider activity summary

Analyst Ratings Changes

Several equities research analysts have weighed in on the company. JPMorgan Chase & Co. upped their target price on Autodesk from $319.00 to $336.00 and gave the stock an “overweight” rating in a report on Friday. Wolfe Research increased their target price on shares of Autodesk from $330.00 to $350.00 and gave the stock an “outperform” rating in a report on Friday. BTIG Research reduced their price target on shares of Autodesk from $365.00 to $300.00 and set a “buy” rating for the company in a report on Friday. HSBC dropped their price objective on shares of Autodesk from $388.00 to $379.00 and set a “buy” rating on the stock in a research note on Friday, November 28th. Finally, Bank of America upped their target price on Autodesk from $360.00 to $365.00 and gave the stock a “neutral” rating in a report on Wednesday, November 26th. One investment analyst has rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating and five have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $344.93.

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.