Voya Investment Management LLC Cuts Stock Holdings in Autodesk, Inc. $ADSK

Voya Investment Management LLC lowered its position in Autodesk, Inc. (NASDAQ:ADSK) by 14.0% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 56,186 shares of the software company’s stock after selling 9,182 shares during the period. Voya Investment Management LLC’s holdings in Autodesk were worth $17,849,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Brighton Jones LLC grew its position in Autodesk by 14.5% in the 4th quarter. Brighton Jones LLC now owns 1,162 shares of the software company’s stock worth $343,000 after purchasing an additional 147 shares in the last quarter. CW Advisors LLC boosted its stake in shares of Autodesk by 63.5% in the 1st quarter. CW Advisors LLC now owns 12,042 shares of the software company’s stock worth $3,151,000 after buying an additional 4,675 shares during the last quarter. Compound Planning Inc. grew its holdings in shares of Autodesk by 12.0% in the first quarter. Compound Planning Inc. now owns 2,441 shares of the software company’s stock valued at $639,000 after acquiring an additional 262 shares in the last quarter. Groupe la Francaise increased its position in shares of Autodesk by 14.2% during the first quarter. Groupe la Francaise now owns 18,270 shares of the software company’s stock valued at $4,929,000 after acquiring an additional 2,276 shares during the last quarter. Finally, Quantitative Investment Management LLC increased its position in shares of Autodesk by 104.4% during the first quarter. Quantitative Investment Management LLC now owns 3,080 shares of the software company’s stock valued at $806,000 after acquiring an additional 1,573 shares during the last quarter. 90.24% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting Autodesk

Here are the key news stories impacting Autodesk this week:

• Positive Sentiment: BTIG initiated coverage with a buy/strong-buy stance—new coverage from a well?known institutional desk can attract discretionary and quant flows into ADSK. BTIG initiates coverage of Autodesk (ADSK) with buy recommendation
• Positive Sentiment: An analyst upgrade / “strong-buy” mention (reported via Zacks) reinforces the bullish narrative and likely contributed to intraday buying pressure. Zacks report
• Positive Sentiment: KeyCorp repeatedly raised near?term quarter and FY?2027 EPS estimates and keeps an Overweight rating—upgrades across Q1–Q4 and FY2027 (FY view raised to $8.72) signal accelerating profitability expectations and give institutional investors a data?driven reason to buy. MarketBeat: KeyCorp estimate updates
• Neutral Sentiment: Longer-form analysis pieces are circulating: a Seeking Alpha retrospective on the past three years and a Kalkine piece on Autodesk’s role in Nasdaq?100 ecosystems — useful for framing strategy and index/ETF flows but less directly catalytic than fresh upgrades. Autodesk: Looking Back At The Past 3 Years Autodesk Inc (NASDAQ:ADSK) Role Within Nasdaq 100 Index Ecosystems
• Neutral Sentiment: Technical/valuation context: ADSK is near its 50? and 200?day averages with above?average intraday volume, and still trades at a premium P/E—positive upgrades may lift the stock, but valuation suggests investors should watch guidance and execution closely.

Autodesk Stock Up 0.3%

ADSK opened at $300.08 on Monday. Autodesk, Inc. has a 12 month low of $232.67 and a 12 month high of $329.09. The company has a market cap of $63.62 billion, a PE ratio of 58.16, a price-to-earnings-growth ratio of 2.44 and a beta of 1.47. The company has a current ratio of 0.82, a quick ratio of 0.82 and a debt-to-equity ratio of 0.86. The company has a 50 day moving average of $301.05 and a 200 day moving average of $303.47.

Autodesk (NASDAQ:ADSK) last posted its earnings results on Tuesday, November 25th. The software company reported $2.67 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.50 by $0.17. The firm had revenue of $1.85 billion for the quarter, compared to the consensus estimate of $1.81 billion. Autodesk had a return on equity of 52.06% and a net margin of 16.09%.The business’s quarterly revenue was up 18.0% on a year-over-year basis. During the same quarter in the prior year, the business posted $2.17 earnings per share. Autodesk has set its FY 2026 guidance at 10.180-10.250 EPS and its Q4 2026 guidance at 2.590-2.67 EPS. On average, sell-side analysts expect that Autodesk, Inc. will post 5.76 EPS for the current year.

Analyst Upgrades and Downgrades

Several research analysts have weighed in on ADSK shares. Citigroup boosted their price objective on Autodesk from $370.00 to $382.00 and gave the stock a “buy” rating in a research report on Friday, November 28th. UBS Group reissued a “buy” rating and issued a $400.00 price target on shares of Autodesk in a report on Wednesday, November 26th. Weiss Ratings restated a “hold (c+)” rating on shares of Autodesk in a research report on Wednesday, October 8th. Rosenblatt Securities reaffirmed a “buy” rating and issued a $355.00 price objective on shares of Autodesk in a research report on Monday, November 24th. Finally, Wall Street Zen cut shares of Autodesk from a “strong-buy” rating to a “buy” rating in a research note on Sunday, September 28th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating and six have given a Hold rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $369.59.

Insider Buying and Selling

In other Autodesk news, Director Ayanna Howard sold 917 shares of Autodesk stock in a transaction dated Monday, September 29th. The stock was sold at an average price of $325.00, for a total transaction of $298,025.00. Following the completion of the transaction, the director owned 3,476 shares of the company’s stock, valued at $1,129,700. The trade was a 20.87% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. 0.15% of the stock is currently owned by corporate insiders.

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.