Autodesk, Inc. $ADSK Holdings Lifted by TD Asset Management Inc

TD Asset Management Inc increased its position in shares of Autodesk, Inc. (NASDAQ:ADSK) by 3.5% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 145,868 shares of the software company’s stock after acquiring an additional 4,929 shares during the period. TD Asset Management Inc’s holdings in Autodesk were worth $46,338,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Vanguard Group Inc. grew its stake 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 during the last quarter. State Street Corp lifted its stake in Autodesk by 1.8% during the second quarter. State Street Corp now owns 10,086,995 shares of the software company’s stock valued at $3,122,631,000 after purchasing an additional 174,247 shares during the last quarter. Loomis Sayles & Co. L P boosted its holdings in Autodesk by 1.5% during the second quarter. Loomis Sayles & Co. L P now owns 5,831,447 shares of the software company’s stock worth $1,805,241,000 after buying an additional 88,066 shares in the last quarter. Geode Capital Management LLC grew its position in Autodesk by 15.1% in the second quarter. Geode Capital Management LLC now owns 5,606,264 shares of the software company’s stock worth $1,730,415,000 after buying an additional 734,449 shares during the last quarter. Finally, Massachusetts Financial Services Co. MA grew its position in Autodesk by 18.9% in the third quarter. Massachusetts Financial Services Co. MA now owns 3,544,520 shares of the software company’s stock worth $1,125,988,000 after buying an additional 564,136 shares during the last quarter. 90.24% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of brokerages have recently commented on ADSK. Wolfe Research increased their price objective on Autodesk from $330.00 to $350.00 and gave the company an “outperform” rating in a research report on Friday. 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. BTIG Research decreased their price target on Autodesk from $365.00 to $300.00 and set a “buy” rating for the company in a research report on Friday. Morgan Stanley dropped their price target on Autodesk from $385.00 to $350.00 and set an “overweight” rating on the stock in a research note on Monday, February 23rd. Finally, Bank of America upped their price objective on shares of Autodesk from $360.00 to $365.00 and gave the company a “neutral” rating in a research note on Wednesday, November 26th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating and five have assigned a Hold rating to the company. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $344.93.

Autodesk Trading Up 5.3%

Shares of NASDAQ ADSK opened at $245.87 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 one year low of $215.01 and a one year high of $329.09. The business has a 50-day moving average price of $261.03 and a two-hundred day moving average price of $289.87. The firm has a market capitalization of $52.12 billion, a PE ratio of 46.92, a PEG ratio of 1.63 and a beta of 1.45.

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 analysts’ consensus estimates 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 during the quarter, compared to analyst estimates of $1.91 billion. During the same period in the prior year, the firm earned $2.29 earnings per share. The firm’s 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, analysts predict 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

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.