Robeco Institutional Asset Management B.V. Purchases 169,099 Shares of Autodesk, Inc. $ADSK

Key Points

• Robeco Institutional Asset Management boosted its stake in Autodesk by 46.5%, buying 169,099 shares to hold 532,504 shares worth about $157.6 million (roughly 0.25% of the company) as of the latest 13F filing.
• Analyst sentiment is mixed: Citi downgraded ADSK to Neutral with a $246 price target (from $331), but the consensus remains a "Moderate Buy" with a $339.67 average target and the majority of analysts rating the stock Buy or Strong Buy.
• Autodesk recently beat quarterly expectations (EPS $2.85 vs. $2.64; revenue $1.96B, +19.4% year-over-year) and set FY2027 EPS guidance of 12.290–12.560, though the stock has pulled back from its 52-week high amid valuation concerns.

Robeco Institutional Asset Management B.V. boosted its position in shares of Autodesk, Inc. (NASDAQ:ADSK - Free Report) by 46.5% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 532,504 shares of the software company's stock after purchasing an additional 169,099 shares during the period. Robeco Institutional Asset Management B.V. owned about 0.25% of Autodesk worth $157,627,000 as of its most recent SEC filing.

Several other hedge funds also recently added to or reduced their stakes in ADSK. Mirae Asset Global Investments Co. Ltd. grew its stake in Autodesk by 12.8% in the 3rd quarter. Mirae Asset Global Investments Co. Ltd. now owns 153,180 shares of the software company's stock worth $48,661,000 after acquiring an additional 17,358 shares in the last quarter. BI Asset Management Fondsmaeglerselskab A S grew its stake in Autodesk by 18.7% in the 3rd quarter. BI Asset Management Fondsmaeglerselskab A S now owns 130,669 shares of the software company's stock worth $41,510,000 after acquiring an additional 20,543 shares in the last quarter. OFI Invest Asset Management grew its stake in Autodesk by 246.4% in the 4th quarter. OFI Invest Asset Management now owns 52,649 shares of the software company's stock worth $15,585,000 after acquiring an additional 37,449 shares in the last quarter. Pacific Heights Asset Management LLC grew its stake in Autodesk by 26.9% in the 3rd quarter. Pacific Heights Asset Management LLC now owns 85,000 shares of the software company's stock worth $27,002,000 after acquiring an additional 18,000 shares in the last quarter. Finally, Freemont Management S.A. bought a new position in Autodesk in the 3rd quarter worth about $4,765,000. 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: 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)

Wall Street Analyst Weigh In

A number of equities analysts have commented on ADSK shares. Piper Sandler restated an "overweight" rating and issued a $383.00 target price (up from $373.00) on shares of Autodesk in a research note on Monday, March 2nd. Argus upgraded shares of Autodesk to a "strong-buy" rating in a research note on Friday, March 6th. JPMorgan Chase & Co. upped their target price on shares of Autodesk from $319.00 to $336.00 and gave the stock an "overweight" rating in a research note on Friday, February 27th. KeyCorp restated an "overweight" rating on shares of Autodesk in a research note on Tuesday, December 16th. Finally, Weiss Ratings restated a "hold (c+)" rating on shares of Autodesk in a research note on Wednesday, January 21st. Two research analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating and six have issued a Hold rating to the stock. According to MarketBeat.com, Autodesk has a consensus rating of "Moderate Buy" and a consensus price target of $339.67.

Autodesk Price Performance

Shares of ADSK opened at $218.45 on Friday. The company has a 50 day moving average price of $240.27 and a 200-day moving average price of $276.68. Autodesk, Inc. has a fifty-two week low of $214.10 and a fifty-two week high of $329.09. The stock has a market capitalization of $46.09 billion, a PE ratio of 41.69, a PEG ratio of 1.45 and a beta of 1.43. The company has a debt-to-equity ratio of 0.82, a quick ratio of 0.85 and a current ratio of 0.85.

Autodesk (NASDAQ:ADSK - Get Free Report) last announced its quarterly 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. Autodesk had a net margin of 15.60% and a return on equity of 53.51%. The firm had revenue of $1.96 billion during the quarter, compared to analysts' expectations of $1.91 billion. During the same quarter in the prior year, the company earned $2.29 EPS. The company's revenue was up 19.4% compared to the same quarter last year. 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 analysts predict that Autodesk, Inc. will post 5.76 earnings per share for the current fiscal year.

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.

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