United Capital Financial Advisors LLC Makes New $1.25 Million Investment in Autodesk, Inc. $ADSK

by · The Markets Daily

United Capital Financial Advisors LLC acquired a new stake in shares of Autodesk, Inc. (NASDAQ:ADSK – Free Report) during the second quarter, HoldingsChannel.com reports. The institutional investor acquired 6,431 shares of the software company’s stock, valued at approximately $1,250,000.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in ADSK. Torren Management LLC bought a new position in Autodesk in the fourth quarter worth about $25,000. Measured Wealth Private Client Group LLC bought a new stake in shares of Autodesk in the 3rd quarter valued at about $25,000. Kemnay Advisory Services Inc. purchased a new position in shares of Autodesk in the 4th quarter worth approximately $25,000. Prosperity Bancshares Inc purchased a new position in shares of Autodesk in the 4th quarter worth approximately $27,000. Finally, Ascentis Independent Advisors bought a new position in shares of Autodesk during the 1st quarter worth approximately $28,000. Hedge funds and other institutional investors own 90.24% of the company’s stock.

Key Headlines Impacting Autodesk

Here are the key news stories impacting Autodesk this week:

  • Positive Sentiment: Autodesk reported fiscal Q2 revenue of $2.05 billion, up 16% year over year, and adjusted EPS of $3.30, exceeding analyst expectations of $2.01 billion and $3.12, respectively. Growth was supported by strong renewals, cloud sales, construction activity and operating leverage. Autodesk fiscal 2027 second-quarter results
  • Positive Sentiment: The company raised fiscal 2027 billings and revenue expectations, with full-year revenue guidance of approximately $8.6 billion to $8.7 billion. Management highlighted artificial intelligence, sales productivity and the MaintainX acquisition as longer-term growth drivers. Autodesk raises fiscal 2027 billings outlook
  • Positive Sentiment: Several analysts remain constructive. BTIG reaffirmed a Buy rating with a $300 target, Bank of America maintained its Buy rating and $300 target, while BNP Paribas Exane raised its target to $300. Analysts cited subscription momentum and expectations that margins can improve despite MaintainX-related costs. Analyst rating coverage
  • Neutral Sentiment: Autodesk is expanding its AI strategy and operations-management offerings through MaintainX. While these initiatives could broaden the company’s addressable market, investors are assessing execution risks and the timing of financial benefits.
  • Negative Sentiment: Fiscal Q3 adjusted EPS guidance of $3.04 to $3.09 was below Wall Street expectations. The outlook for operating margins and costs was also viewed as cautious, raising concerns that acquisition expenses and AI investment could pressure near-term profitability. Autodesk quarterly profit forecast
  • Negative Sentiment: The mixed outlook prompted profit-taking after the earnings beat. Although full-year revenue and EPS guidance exceeded some consensus measures, investors appeared more focused on the weaker quarterly profit outlook and margin trajectory.

Wall Street Analysts Forecast Growth

A number of research firms have recently weighed in on ADSK. Loop Capital lowered their price objective on Autodesk from $250.00 to $235.00 and set a “hold” rating for the company in a research report on Friday, May 29th. Royal Bank Of Canada reduced their target price on Autodesk from $335.00 to $305.00 and set an “outperform” rating on the stock in a research report on Friday, May 29th. UBS Group increased their price target on Autodesk from $290.00 to $325.00 and gave the company a “buy” rating in a research note on Friday. Bank of America restated a “buy” rating and set a $300.00 price target on shares of Autodesk in a research note on Tuesday, May 12th. Finally, Piper Sandler cut their price objective on shares of Autodesk from $369.00 to $338.00 and set an “overweight” rating on the stock in a report on Friday. Two equities 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. According to data from MarketBeat.com, Autodesk currently has an average rating of “Moderate Buy” and an average price target of $321.07.

Get Our Latest Stock Analysis on ADSK

Autodesk Stock Down 3.7%

Shares of ADSK stock opened at $260.66 on Friday. Autodesk, Inc. has a fifty-two week low of $185.50 and a fifty-two week high of $329.09. The firm has a market capitalization of $55.00 billion, a PE ratio of 33.72, a P/E/G ratio of 1.60 and a beta of 1.29. The company has a debt-to-equity ratio of 0.78, a quick ratio of 0.83 and a current ratio of 0.83. The stock’s 50-day simple moving average is $225.93 and its 200-day simple moving average is $232.29.

Autodesk (NASDAQ:ADSK – Get Free Report) last released its earnings results on Thursday, August 27th. The software company reported $3.30 EPS for the quarter, topping analysts’ consensus estimates of $3.12 by $0.18. Autodesk had a return on equity of 60.27% and a net margin of 21.08%.The firm had revenue of $2.05 billion during the quarter, compared to the consensus estimate of $2.01 billion. During the same quarter in the previous year, the company posted $2.62 earnings per share. The company’s revenue was up 16.1% compared to the same quarter last year. Autodesk has set its FY 2027 guidance at 12.520-12.600 EPS and its Q3 2027 guidance at 3.040-3.090 EPS. Equities analysts expect that Autodesk, Inc. will post 9.7 earnings per share for the current year.

Insider Activity

In other news, EVP Janesh Moorjani acquired 2,500 shares of the business’s stock in a transaction on Monday, June 15th. The stock was bought at an average price of $197.67 per share, with a total value of $494,175.00. Following the completion of the acquisition, the executive vice president owned 50,993 shares of the company’s stock, valued at approximately $10,079,786.31. This represents a 5.16% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, Director John T. Cahill purchased 2,000 shares of the business’s stock in a transaction that occurred on Tuesday, June 23rd. The stock was acquired at an average price of $189.20 per share, with a total value of $378,400.00. Following the purchase, the director owned 4,000 shares in the company, valued at $756,800. This represents a 100.00% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Insiders own 0.14% of the company’s stock.

Autodesk Company Profile

(Free Report)

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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