Mitsubishi UFJ Asset Management Co. Ltd. Purchases 16,366 Shares of Autodesk, Inc. $ADSK

Mitsubishi UFJ Asset Management Co. Ltd. boosted its position in shares of Autodesk, Inc. (NASDAQ:ADSK) by 3.8% during the 3rd quarter, according to its most recent 13F filing with the SEC. The fund owned 444,650 shares of the software company’s stock after purchasing an additional 16,366 shares during the quarter. Mitsubishi UFJ Asset Management Co. Ltd.’s holdings in Autodesk were worth $141,252,000 at the end of the most recent reporting period.

Several other large investors have also bought and sold shares of the company. Norges Bank purchased a new stake in shares of Autodesk during the second quarter valued at approximately $777,202,000. Rakuten Investment Management Inc. purchased a new position in Autodesk in the 3rd quarter worth approximately $268,649,000. Geode Capital Management LLC lifted its position in Autodesk by 15.1% in 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 in the last quarter. Massachusetts Financial Services Co. MA boosted its stake in 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 purchasing an additional 564,136 shares during the last quarter. Finally, Vontobel Holding Ltd. increased 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. 90.24% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Autodesk

Here are the key news stories impacting Autodesk this week:

• Positive Sentiment: Autodesk beat Q4 estimates: non‑GAAP EPS $2.85 vs. $2.63 consensus and revenue $1.96B (up 19.4% YoY), showing robust demand and margin expansion. Read More.
• Positive Sentiment: Company raised outlook sharply — Q1 EPS guide of $2.820–2.860 (well above street) and FY 2027 EPS guide $12.290–12.560 (vs. lower analyst consensus), with revenue guidance above expectations; this forward visibility likely drove optimism. Read More.
• Positive Sentiment: Strategic product/AI development: Autodesk’s partnership to apply its Fusion AI-enabled platform to prosthetics (BioDapt) highlights real‑world AI use cases and the Manufacturing Cloud’s addressable market. Read More.
• Neutral Sentiment: Analyst and media coverage compares ADSK to peers and reviews value propositions (APPS vs. ADSK), useful for relative valuation but not an immediate catalyst. Read More.
• Neutral Sentiment: Company provided investor materials (press release, slide deck, conference call) for the quarter — important for detail but incremental to the headline beat. Read More.
• Negative Sentiment: Short interest rose materially earlier in February (reported ~6.4M shares as of Feb. 13, ~3% of float, days‑to‑cover ~2.3), which can increase volatility and downside pressure if negative sentiment accelerates. (short‑interest reports)
• Negative Sentiment: Some analysts trimmed price targets after the quarter (examples: Rosenblatt and Stifel cuts), reflecting mixed views on valuation despite the beat. Read More. Read More.

Autodesk Trading Up 3.8%

Autodesk stock opened at $233.45 on Friday. Autodesk, Inc. has a 52-week low of $215.01 and a 52-week high of $329.09. The company has a market cap of $49.49 billion, a P/E ratio of 45.24, a P/E/G ratio of 1.57 and a beta of 1.45. 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 business has a 50-day simple moving average of $262.12 and a two-hundred day simple moving average of $290.14.

Autodesk (NASDAQ:ADSK) last issued its quarterly earnings data on Thursday, February 26th. The software company reported $2.85 earnings per share for the quarter, topping the consensus estimate of $2.63 by $0.22. The firm had revenue of $1.96 billion for the quarter, compared to analysts’ expectations of $1.91 billion. Autodesk had a net margin of 16.09% and a return on equity of 52.06%. The business’s quarterly revenue was up 19.4% on a year-over-year basis. During the same quarter in the prior year, the business earned $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. Analysts predict that Autodesk, Inc. will post 5.76 EPS for the current year.

Analyst Upgrades and Downgrades

A number of brokerages have recently issued reports on ADSK. Loop Capital lowered their price target on Autodesk from $320.00 to $250.00 and set a “hold” rating on the stock in a report on Thursday, February 19th. UBS Group decreased their target price on Autodesk from $400.00 to $290.00 and set a “buy” rating for the company in a research report on Monday. Wells Fargo & Company lowered their target price on shares of Autodesk from $380.00 to $365.00 and set an “overweight” rating on the stock in a research note on Wednesday, February 18th. Piper Sandler reiterated an “overweight” rating on shares of Autodesk in a research note on Tuesday, January 13th. Finally, Royal Bank Of Canada reissued an “outperform” rating and set a $340.00 price objective on shares of Autodesk in a report on Wednesday, February 11th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and five have assigned a Hold rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $347.89.

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.