Pekao Towarzystwo Funduszy Inwestycyjnych S.A. Buys New Holdings in Autodesk, Inc. $ADSK

Pekao Towarzystwo Funduszy Inwestycyjnych S.A. bought a new stake in Autodesk, Inc. (NASDAQ:ADSK) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 3,317 shares of the software company’s stock, valued at approximately $982,000.

A number of other large investors have also recently bought and sold shares of the stock. Patron Partners LLC grew its position in Autodesk by 0.8% in the third quarter. Patron Partners LLC now owns 4,295 shares of the software company’s stock valued at $1,364,000 after acquiring an additional 35 shares during the period. Fulton Bank N.A. grew its position in Autodesk by 4.6% in the third quarter. Fulton Bank N.A. now owns 812 shares of the software company’s stock valued at $258,000 after acquiring an additional 36 shares during the period. Catalyst Financial Partners LLC grew its position in Autodesk by 3.8% in the third quarter. Catalyst Financial Partners LLC now owns 1,023 shares of the software company’s stock valued at $325,000 after acquiring an additional 37 shares during the period. Sky Investment Group LLC grew its position in Autodesk by 0.5% in the third quarter. Sky Investment Group LLC now owns 7,998 shares of the software company’s stock valued at $2,541,000 after acquiring an additional 40 shares during the period. Finally, Piscataqua Savings Bank grew its position in Autodesk by 33.3% in the fourth quarter. Piscataqua Savings Bank now owns 160 shares of the software company’s stock valued at $47,000 after acquiring an additional 40 shares during the period. 90.24% of the stock is currently owned by institutional investors.

Autodesk News Summary

Here are the key news stories impacting Autodesk this week:

• Positive Sentiment: Zacks upgraded Autodesk from “Hold” to “Strong Buy,” which can drive buying interest from retail and quantitative funds that follow Zacks ranks. Zacks.com
• Positive Sentiment: Jefferies initiated coverage with a Buy, adding institutional brokerage support that often increases visibility and can lead to incremental flows from investors following sell‑side calls. Jefferies initiates coverage
• Positive Sentiment: Autodesk and Globant expanded their Tandem digital‑twin partnership, accelerating enterprise adoption of Autodesk’s Tandem platform across airports, smart buildings and manufacturing — a potential revenue/implementation tailwind for cloud services. Globant And Autodesk Deepen Digital Twin Push
• Positive Sentiment: Industry research forecasts strong GIS market growth through 2033 and names Autodesk as a leading vendor, supporting long‑term TAM expansion for spatial analytics, digital twins and cloud offerings. Geographic Information Systems (GIS) Market Report
• Positive Sentiment: Autodesk donated $1.95M to Howard University to expand a construction engineering program and makerspace — a small but positive ESG/talent pipeline and PR event. Autodesk Donates $1.95 Million
• Neutral Sentiment: Recent headlines noted Autodesk “beat the market upswing” in intraday moves, reflecting near‑term momentum but not new fundamentals. Autodesk Beats Stock Market Upswing
• Neutral Sentiment: Media pieces list Autodesk among robotics/physical‑AI candidates and mention it in broader investor roundups (visibility, sector placement) — helpful for thematic flows but not a direct catalyst. Top Robotics Stocks With Strong Potential
• Neutral Sentiment: Articles referencing Michael Burry and various stock picks or a head‑to‑head survey mentioning Autodesk create noise but provide little concrete position data tied to ADSK buying/selling. Michael Burry Just Snapped Up These Stocks
• Negative Sentiment: 247wallst published a short‑candidate comparison arguing Snowflake is a better short than Autodesk, keeping valuation/short‑seller narratives alive and potentially pressuring sentiment among value/short‑bias investors. Autodesk vs Snowflake: Short Candidate Analysis

Analyst Ratings Changes

A number of analysts have weighed in on the company. UBS Group lowered their price target on Autodesk from $400.00 to $290.00 and set a “buy” rating on the stock in a research report on Monday, February 23rd. Robert W. Baird lowered their price target on Autodesk from $355.00 to $312.00 and set an “outperform” rating on the stock in a research report on Friday. Royal Bank Of Canada lowered their price target on Autodesk from $340.00 to $335.00 and set an “outperform” rating on the stock in a research report on Friday, February 27th. Argus upgraded Autodesk to a “strong-buy” rating in a research report on Friday, March 6th. Finally, Arete Research lowered their price target on Autodesk from $460.00 to $456.00 and set a “buy” rating on the stock in a research report on Thursday, March 26th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and six have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, Autodesk presently has an average rating of “Moderate Buy” and a consensus price target of $335.93.

Autodesk Price Performance

Shares of ADSK stock opened at $242.02 on Friday. The stock’s fifty day moving average is $239.51 and its 200-day moving average is $273.70. 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 $51.07 billion, a PE ratio of 46.19, a PEG ratio of 1.61 and a beta of 1.43. Autodesk, Inc. has a 52 week low of $214.10 and a 52 week high of $329.09.

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, 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 return on equity of 53.51% and a net margin of 15.60%.The firm’s quarterly revenue was up 19.4% compared to the same quarter last year. During the same quarter last year, the business earned $2.29 earnings per share. Autodesk has set its FY 2027 guidance at 12.290-12.560 EPS and its Q1 2027 guidance at 2.820-2.860 EPS. Equities research analysts expect that Autodesk, Inc. will post 5.76 EPS for the current fiscal year.

Autodesk Company 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.