During the third quarter, Abacus FCF Advisors LLC increased its position in Autodesk by 2.9%, bringing its total share count to 62,365 and making Autodesk its seventh largest holding by portfolio weight. The firm’s stake was valued at nearly $20 million as of the latest 13F filing. Other notable moves include Beacon Financial Group, Bridgewater Advisors Inc., Clarity Wealth Advisors LLC and Wedbush Securities Inc., each lifting their holdings by roughly 2–3% during the period. E Fund Management Hong Kong Co. Ltd. made the most aggressive change, boosting its stake by more than two-thirds. Overall, institutional investors now control over 90% of Autodesk’s outstanding shares, underscoring the confidence large managers place in the company’s long-term growth prospects.

Autodesk reported third-quarter revenues of $1.85 billion, beating consensus estimates and marking an 18% year-over-year increase. Non-GAAP earnings per share of $2.67 topped analyst forecasts by $0.17, driven by robust subscription renewals and strength in its construction cloud offerings. The company delivered a net margin north of 16% and returned over 52% on equity, reflecting disciplined expense management and operating leverage. Balance sheet metrics remain healthy, with a debt-to-equity ratio below one and current and quick ratios both above 0.8. For fiscal 2026, Autodesk projects EPS in the range of 10.18 to 10.25, with fourth-quarter guidance centered near the high end of seasonal norms.

Research houses remain broadly constructive on Autodesk’s long-term trajectory. Two firms have issued strong buy recommendations, while the majority rate the stock as a buy and a smaller group view it as a hold. Recent commentary highlights Autodesk’s leadership in CAD and BIM software, accelerated uptake of cloud-based collaboration tools and ongoing margin expansion. Although a handful of analysts have adjusted their outlooks based on near-term macro considerations, the consensus view affirms Autodesk’s ability to sustain double-digit revenue growth and further enhance profitability through cross-sell initiatives and international expansion.