E. Ohman J:or Asset Management 13F: Adds $3.3M to ADSK Stake
Key Points
- E. Ohman J:or Asset Management added 15,590 shares of Autodesk, Inc. ADSK, lifting its total stake to 143,608 shares valued at about $30.0 million in an October 22, 2026 SEC filing.
- Autodesk trades around $244.84, sitting 5.2% above its 50-day moving average as the company heads toward its next earnings report on November 27, 2026.
- Wall Street maintains a buy consensus on the software maker, backed by a mean price target of $307.54 across 34 analyst opinions.
Get Autodesk text alerts
We text you when insiders, Congress, analysts or big funds move on $ADSK.
By entering your mobile number and tapping the sign-up button, you provide express written consent to receive recurring automated text messages from TradeTexts at that number, including stock alerts about SEC filings, insider and congress trades, analyst ratings, hedge fund moves, and earnings results. Consent is not a condition of any purchase. Message frequency varies. Messages are not investment advice. Message and data rates may apply. Reply HELP for help and STOP to opt out at any time. See our Terms and Privacy Policy.
Not investment advice. TradeTexts is not a registered investment adviser, and this automated Autodesk, Inc. alert may contain errors. Disclosures
E. Ohman J:or Asset Management raised its stake in Autodesk, Inc. ADSK by 15,590 shares during the quarter, according to a Form 13F filing with the SEC on October 22, 2026.
What Changed in E. Ohman J:or Asset Management's Autodesk Position
The asset manager grew its holdings by 12.2%, moving from 128,018 shares up to 143,608 shares. The updated position carried a reported value of $30,014,072 as of the filing date. Autodesk closed at $253.67 on the day the filing was made public.
Other Institutional Activity in Autodesk
Other large investors adjusted their positions in the software developer around the same reporting period. Bank of America reduced its holdings by 81,950 shares, ending with 2,530,850 shares worth about $490.4 million. Trust Co of Vermont trimmed its stake by 2,998 shares, or 23.6%, leaving a total of 9,722 shares valued at roughly $2.0 million. Goelzer Investment Management closed out its position entirely by shedding all 3,552 shares it held. D1 Capital Partners L.P. cut its holdings by 146,751 shares, or 32.2%, to finish with 308,907 shares worth about $59.9 million.
Autodesk, Inc. Stock Holds Steady
Autodesk recently traded around $244.84, which puts the stock down 3.5% from its price on the filing date. The shares sit 5.2% above their 50-day moving average of $232.80 and 4.2% above their 200-day moving average of $235.03. Over the past 52 weeks, the equity has moved between a low of $185.50 and a high of $320.00.
Recent Earnings
Autodesk generated $7.79 billion in trailing-twelve-month revenue with an EPS of $7.71. The company posted a net profit margin of 21.1% and a return on equity of 53.9%. Its next quarterly financial update is scheduled for release on November 27, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
-
Forward outlook
5 target cuts vs 1 raises.
-
EPS & revenue
EPS beat estimates by 3.1%. Revenue met estimates.
-
Profit surprise
EBITDA missed by 23 percent. Operating income missed by 27 percent.
-
Pre-earnings setup
Bar was high, analysts already very bullish.
-
Analyst signal
1 target raise, 5 target cuts.
-
Earnings quality
Gross margin up 0.7 points. Operating margin up 7.3 points. Positive free cash flow.
Earnings Call Summary
Autodesk delivered a strong quarter with revenue of $1.934 billion, beating the Street consensus of $1.931 billion, though non-GAAP EPS of $2.35 missed expectations of $2.84. The company highlighted sustained momentum in construction, architecture, engineering and operations, driven by data center and infrastructure investments. Management noted that AECO and Make segments continue to drive growth, while the new transaction model transition is moving smoothly and contributing about $105 million to revenue. The company raised full year guidance and reaffirmed confidence in long-term margin expansion.
Guidance Autodesk raised its full year sales guidance to $7.025 billion to $7.075 billion, up from prior expectations. The company also raised billings guidance to $7.355 billion to $7.445 billion and increased full year free cash flow guidance to $2.2 billion to $2.275 billion. Management expects operating margins to expand to 41 percent by fiscal 2029.
Very weak report. The release materially worsened the forward outlook.
Insider Buying and Selling at Autodesk, Inc.
Company insiders were active in the market prior to the filing. Director Stacy J Smith acquired 3,435 shares valued at $794,054 on May 29, 2026. Chief Financial Officer Janesh Moorjani bought 2,500 shares at $197.67 each for a total of $494,175 on June 15, 2026. Chief Executive Officer Andrew J Anagnost purchased 2,460 shares at $202.66 apiece totaling $498,544 on June 16, 2026. Director John T Cahill picked up 2,000 shares at $189.20 per share worth $378,400 on June 23, 2026.
Analysts Set New Price Targets
Wall Street firms updated their views on the stock through September 2026. Cantor Fitzgerald initiated coverage with a neutral rating and a $215.00 price target on September 15. RBC Capital reiterated its outperform rating and $305.00 target on September 17. BTIG maintained a buy rating with a $300.00 target on September 18. Guggenheim kept a buy rating and a $283.00 target on September 21. Piper Sandler maintained an overweight rating while lowering its target from $338.00 to $300.00 on September 28. Autodesk holds a consensus buy rating and a mean target price of $307.54 across 34 analyst opinions.
About Autodesk, Inc.
Autodesk, Inc. builds software tools used for 3D design, engineering, and entertainment workflows. Its applications serve professionals in architecture, construction, manufacturing, and media creation. Institutional portfolio adjustments like this one offer a look at how major asset managers position themselves ahead of the firm's upcoming earnings release.
Bottom Line
E. Ohman J:or Asset Management's increased investment sits alongside a broader mix of buying and selling by institutional peers. Market watchers will look to the upcoming earnings report on November 27, 2026, for further clarity on the company's financial trajectory.
Source: E. Ohman J:or Asset Management's 13F filing on $ADSK (Oct 22, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts