Findlay Park Partners LLP Lowers Holdings in Autodesk, Inc. $ADSK

Findlay Park Partners LLP lowered its holdings in shares of Autodesk, Inc. (NASDAQ:ADSK) by 1.7% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 320,699 shares of the software company’s stock after selling 5,700 shares during the quarter. Findlay Park Partners LLP owned approximately 0.15% of Autodesk worth $101,876,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Vanguard Group Inc. grew its holdings in Autodesk by 2.2% during the 3rd quarter. Vanguard Group Inc. now owns 21,414,239 shares of the software company’s stock valued at $6,802,661,000 after buying an additional 450,724 shares in the last quarter. State Street Corp boosted its position in shares of Autodesk by 1.8% during the second quarter. State Street Corp now owns 10,086,995 shares of the software company’s stock worth $3,122,631,000 after acquiring an additional 174,247 shares during the last quarter. Loomis Sayles & Co. L P grew its stake 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 valued at $1,805,241,000 after acquiring an additional 88,066 shares in the last quarter. Geode Capital Management LLC increased its holdings 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 during the last quarter. Finally, Massachusetts Financial Services Co. MA increased its holdings in 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 valued at $1,125,988,000 after acquiring an additional 564,136 shares during the last quarter. Institutional investors own 90.24% of the company’s stock.

Autodesk Stock Up 5.3%

Shares of ADSK opened at $245.87 on Friday. 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 fifty day moving average of $261.03 and a 200 day moving average of $289.87. The company has a market cap of $52.12 billion, a PE ratio of 46.92, a P/E/G 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.

Autodesk (NASDAQ:ADSK) last announced its earnings results on Thursday, February 26th. The software company reported $2.85 earnings per share for the quarter, beating 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 the consensus estimate of $1.91 billion. During the same quarter in the prior year, the firm posted $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. On average, sell-side analysts expect that Autodesk, Inc. will post 5.76 EPS for the current 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

Analysts Set New Price Targets

ADSK has been the subject of a number of research analyst reports. Morgan Stanley cut their price objective on Autodesk from $385.00 to $350.00 and set an “overweight” rating for the company in a research report on Monday, February 23rd. Barclays raised their price target on Autodesk from $300.00 to $315.00 and gave the company an “overweight” rating in a report on Friday. Deutsche Bank Aktiengesellschaft raised Autodesk from a “hold” rating to a “buy” rating and upped their price objective for the stock from $345.00 to $375.00 in a report on Wednesday, November 26th. Wells Fargo & Company cut their target price on shares of Autodesk from $365.00 to $350.00 and set an “overweight” rating for the company in a report on Friday. Finally, KeyCorp reaffirmed an “overweight” rating on shares of Autodesk in a research note on Tuesday, December 16th. One research analyst has rated the stock with a Strong Buy rating, twenty-three have given a Buy rating and five have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target 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.