Marathon Asset Management Ltd Sells 9,065 Shares of Autodesk, Inc. $ADSK

Marathon Asset Management Ltd lessened its holdings in shares of Autodesk, Inc. (NASDAQ:ADSK) by 9.0% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 91,230 shares of the software company’s stock after selling 9,065 shares during the period. Marathon Asset Management Ltd’s holdings in Autodesk were worth $27,005,000 as of its most recent SEC filing.

Several other large investors have also recently modified their holdings of the stock. Vanguard Group Inc. raised its position in shares of Autodesk by 0.4% in the 4th quarter. Vanguard Group Inc. now owns 21,493,167 shares of the software company’s stock worth $6,362,192,000 after purchasing an additional 78,928 shares during the last quarter. Amundi raised its position in shares of Autodesk by 3.0% in the 3rd quarter. Amundi now owns 2,726,105 shares of the software company’s stock worth $881,704,000 after purchasing an additional 79,171 shares during the last quarter. Northern Trust Corp raised its position in shares of Autodesk by 0.4% in the 3rd quarter. Northern Trust Corp now owns 2,517,683 shares of the software company’s stock worth $799,792,000 after purchasing an additional 10,169 shares during the last quarter. Northwestern Mutual Wealth Management Co. raised its position in shares of Autodesk by 44,345.8% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 2,280,515 shares of the software company’s stock worth $675,055,000 after purchasing an additional 2,275,384 shares during the last quarter. Finally, Legal & General Group Plc raised its position in shares of Autodesk by 4.1% in the 3rd quarter. Legal & General Group Plc now owns 2,019,358 shares of the software company’s stock worth $641,489,000 after purchasing an additional 80,246 shares during the last quarter. Hedge funds and other institutional investors own 90.24% of the company’s stock.

Autodesk Price Performance

ADSK opened at $244.16 on Wednesday. The company has a debt-to-equity ratio of 0.82, a quick ratio of 0.85 and a current ratio of 0.85. The stock has a market capitalization of $51.55 billion, a P/E ratio of 46.60, a P/E/G ratio of 1.57 and a beta of 1.32. The company’s 50-day simple moving average is $240.62 and its two-hundred day simple moving average is $263.55. Autodesk, Inc. has a 52-week low of $214.10 and a 52-week high of $329.09.

Autodesk (NASDAQ:ADSK) last posted its earnings results on Thursday, February 26th. The software company reported $2.85 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.64 by $0.21. The business had revenue of $1.96 billion for the quarter, compared to analysts’ expectations of $1.91 billion. Autodesk had a net margin of 15.60% and a return on equity of 53.51%. The business’s revenue for the quarter was up 19.4% compared to the same quarter last year. 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. As a group, analysts predict that Autodesk, Inc. will post 9.35 EPS for the current year.

Wall Street Analyst Weigh In

Several equities analysts have recently issued reports on ADSK shares. BTIG Research lowered 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, February 27th. BMO Capital Markets lowered their price target on Autodesk from $343.00 to $279.00 and set a “market perform” rating for the company in a research report on Monday, March 2nd. Wells Fargo & Company lowered their price target on Autodesk from $365.00 to $350.00 and set an “overweight” rating for the company in a research report on Friday, February 27th. Zacks Research lowered Autodesk from a “strong-buy” rating to a “hold” rating in a research report on Thursday, May 14th. Finally, Argus raised Autodesk to a “strong-buy” rating in a research report on Friday, March 6th. Two research analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating and six have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $333.07.

Trending Headlines about Autodesk

Here are the key news stories impacting Autodesk this week:

• Positive Sentiment: Autodesk is getting favorable coverage for its AI-driven cloud push, rising subscription revenue, and relatively attractive valuation versus peers, which may be encouraging buyers looking for software names with durable growth. Autodesk vs. ServiceNow: Which Software Stock Has Stronger Growth?
• Positive Sentiment: Autodesk’s new “Autodesk for Small Business” platform could expand its customer base by making its design tools more accessible to freelancers and smaller firms, supporting longer-term revenue growth. Autodesk Targets Undervalued Growth With New Small Business Platform Launch
• Positive Sentiment: Trunk Tools announced a new integration with Autodesk Forma, highlighting ecosystem adoption for Autodesk’s AI-native construction platform and reinforcing the company’s product momentum in architecture and construction workflows. Trunk Tools Enhances Jobsite AI Capabilities with new Autodesk Forma Integration
• Neutral Sentiment: Several articles frame Autodesk as a value or comparison play versus peers such as ServiceNow and Paycom, suggesting investors are debating whether the recent pullback has made the stock more attractive rather than reacting to a specific business setback. Autodesk vs. ServiceNow: Which Software Stock Has Stronger Growth?
• Neutral Sentiment: Coverage asking whether Autodesk offers value after a roughly 20% one-year decline and whether holders should keep the stock underscores that sentiment remains mixed, with investors balancing growth potential against execution risk. Is Autodesk (ADSK) Offering Value After A 20% One Year Share Price Decline?
• Negative Sentiment: Broader market weakness tied to rising bond yields is pressuring technology and growth stocks overall, which can also weigh on Autodesk even when company-specific news is positive. Rising Bond Yields Weigh on Stocks

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.