Burney Co. Increases Position in Autodesk, Inc. $ADSK

Key Points

• Burney Co. increased its stake in Autodesk by 8.2% during Q4, holding 76,574 shares worth $22.667 million and making ADSK its 25th largest position.
• Autodesk posted a quarterly earnings beat with EPS of $2.85 (vs. $2.64) and revenue of $1.96B (up 19.4% YoY), and set FY2027 guidance of EPS 12.290–12.560 (Q1 guidance 2.820–2.860).
• Several analysts have trimmed price targets and issued downgrades—yet the stock retains a consensus rating of "Moderate Buy" with an average target of $339.67, contributing to recent downside pressure.

Burney Co. grew its position in Autodesk, Inc. (NASDAQ:ADSK - Free Report) by 8.2% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 76,574 shares of the software company's stock after purchasing an additional 5,821 shares during the quarter. Autodesk makes up 0.7% of Burney Co.'s investment portfolio, making the stock its 25th largest position. Burney Co.'s holdings in Autodesk were worth $22,667,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Measured Wealth Private Client Group LLC purchased a new position in Autodesk in the third quarter valued at $25,000. Proffitt & Goodson Inc. purchased a new stake in Autodesk during the 3rd quarter worth about $27,000. Heartwood Wealth Advisors LLC acquired a new position in shares of Autodesk during the 3rd quarter worth about $28,000. Tripletail Wealth Management LLC acquired a new position in shares of Autodesk during the 3rd quarter worth about $29,000. Finally, Financial Consulate Inc. purchased a new position in shares of Autodesk in the 3rd quarter valued at about $32,000. Institutional investors and hedge funds own 90.24% of the company's stock.

Wall Street Analyst Weigh In

Several brokerages have recently weighed in on ADSK. Deutsche Bank Aktiengesellschaft cut their target price on Autodesk from $375.00 to $330.00 and set a "buy" rating on the stock in a research report on Monday, March 2nd. Loop Capital cut their price objective on shares of Autodesk from $320.00 to $250.00 and set a "hold" rating on the stock in a report on Thursday, February 19th. Wolfe Research boosted their price objective on shares of Autodesk from $330.00 to $350.00 and gave the stock an "outperform" rating in a research report on Friday, February 27th. Royal Bank Of Canada lowered their target price on shares of Autodesk from $340.00 to $335.00 and set an "outperform" rating for the company in a report on Friday, February 27th. Finally, Rosenblatt Securities cut their price target on shares of Autodesk from $375.00 to $330.00 and set a "buy" rating on the stock in a research note on Tuesday, February 24th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating and six have issued a Hold rating to the stock. According to MarketBeat.com, Autodesk currently has a consensus rating of "Moderate Buy" and an average price target of $339.67.

Autodesk Trading Down 3.0%

NASDAQ ADSK opened at $218.45 on Friday. The firm's fifty day moving average is $240.27 and its two-hundred day moving average is $276.68. Autodesk, Inc. has a one year low of $214.10 and a one year high of $329.09. 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 firm has a market cap of $46.09 billion, a PE ratio of 41.69, a P/E/G ratio of 1.45 and a beta of 1.43.

Autodesk (NASDAQ:ADSK - Get Free Report) last announced its earnings results on Thursday, February 26th. The software company reported $2.85 earnings per share for the quarter, topping the consensus estimate of $2.64 by $0.21. The business had revenue of $1.96 billion during the quarter, compared to the consensus estimate of $1.91 billion. Autodesk had a net margin of 15.60% and a return on equity of 53.51%. The business's quarterly revenue was up 19.4% compared to the same quarter last year. During the same quarter in the prior year, the firm 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. Analysts expect that Autodesk, Inc. will post 5.76 earnings per share for the current year.

Key Headlines Impacting Autodesk

Here are the key news stories impacting Autodesk this week:

• Positive Sentiment: Macro relief / growth optimism supports a re-rating case — some coverage frames the pullback as a valuation reset after a recent relief rally rather than a deterioration in the business, suggesting upside if growth continues. Autodesk valuation check (Yahoo)
• Neutral Sentiment: Reported short-interest data is effectively meaningless (shows 0 shares / NaN change) — no clear short-squeeze dynamic is present based on the available report.
• Negative Sentiment: Citi downgraded ADSK from Buy to Neutral and cut its price target to $246 (from $331), which is the most direct catalyst cited for today’s weakness and reduces near-term analyst-driven upside expectations. Citi downgrades Autodesk (247WallSt)
• Negative Sentiment: Ongoing valuation concerns and a string of price-target trims have amplified selling pressure; analysts and market-note summaries characterize the move as a valuation-driven reset rather than a single fundamental event. Valuation/price-target analysis (QuiverQuant)
• Negative Sentiment: Sector-wide risk-off after the launch of Anthropic’s Managed Agents pressured several software/AI stocks intraday, contributing to the broader sell-off that hit ADSK. Sector sell-off after Anthropic news (Yahoo)

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.

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