Autodesk management check
ADSK · Information Technology · Application Software · CEO Andrew Anagnost
Filings as of
2 good · 2 to watch · 3 flagged, across the seven questions below.
- Flag
Have owners done well?
Trailed its chosen peers$100 invested at the start of fiscal 2022 grew to $91, against $134 for the peer group the company picked itself.
- Good
Does pay follow performance?
Pay rose and fell with returnsOver 5 years, the CEO's pay actually paid (equity valued at the share price) had a correlation of 0.91 with shareholder return. 1 means pay moved in step; below 0, the opposite way.
- Watch
What does the CEO cost owners?
2.7% of net income$30.1m of reported pay in fiscal 2026, against $1.1bn of net income.
- Good
Do they own the stock?
Insiders are buyingThe CEO holds 202,963 shares, directly or through trusts (unvested awards not counted): about 1.4 years of pay. 4 insiders bought $2.2m on the open market in the last six months, with their own money, near the lows.
- Flag
Are owners being diluted?
Share count shrinkingDiluted shares changed -0.2% a year over the last three fiscal years. Stock-based pay was 10.9% of revenue in the latest year.
- Watch
Is leadership stable?
10 leadership filings in 3 yearsCEO in the pay table: Andrew Anagnost. 10 filings under 8-K item 5.02 (officers or directors leaving or joining, or new pay arrangements) in the last 3 years.
- Flag
Are the books clean?
Red flags on file1 late-filing notice since 2021.
Against the S&P 500
Each check's score (0–100) and how it compares: the share of ranked S&P 500 companies it matches or beats, and the median in Information Technology.
| Check | Score | At or above | Sector median |
|---|---|---|---|
| Owner returns | 10 | 33 | |
| Pay for performance | 96 | 87 | |
| CEO cost | 14 | 35 | |
| Skin in the game | 62 | 47 | |
| Dilution | 20 | 56 | |
| Stable leadership | 75 | 85 | |
| Clean books | 30 | 100 |
Closest peers
Others in Application Software, by management score. Autodesk is 64th of 73 in its sector.
- 72PLTRPalantir Technologies78
- 186FICOFair Isaac70
- 202CRMSalesforce68
- 264ADBEAdobe Inc.64
- 343DDOGDatadog59
- 350INTUIntuit58
- 405TYLTyler Technologies52
- 430ORCLOracle Corporation49
- 445CDNSCadence Design Systems47
- 456ADSKAutodesk44
Pay versus performance
From the proxy statement filed May 6, 2026. "Actually paid" values stock awards at the share price, so it rises and falls with the stock.
| Fiscal year | CEO | CEO pay | Actually paid | Other executives (avg) | $100 became | Peers | Net income |
|---|---|---|---|---|---|---|---|
| 2026 | Andrew Anagnost | $30.1m | $24.4m | $7.3m | $91 | $134 | $1.1bn |
| 2025 | — | $25.2m | $34.3m | $6.8m | $112 | $154 | $1.1bn |
| 2024 | — | $20.6m | $23.6m | $5.5m | $91 | $124 | $906.0m |
| 2023 | — | $17.6m | $15.5m | $4.3m | $78 | $83 | $823.0m |
| 2022 | — | $22.1m | $16.0m | $7.3m | $90 | $104 | $497.0m |
The board says pay is tied most to total revenue. Its other key measures: •Total revenue, •Non-GAAP income from operations, •Free cash flow, •Relative TSR measured against companies in the S&P North American Technology Software Index.
Insiders and the CEO's stake
Andrew Anagnost (President and CEO) held 202,963 shares directly after their latest Form 4 on Jun 16, 2026, roughly $41.1m at that filing's price.
4 insiders bought $2.2m on the open market in the last six months, with their own money, near the lows.
- BoughtStacy J SmithDirector$794kMay 29, 2026
- BoughtAndrew AnagnostPresident and CEO$499kJun 16, 2026
- BoughtJanesh MoorjaniEVP, Chief Financial Officer$494kJun 15, 2026
- BoughtJohn T CahillDirector$378kJun 23, 2026
Leadership and governance on file
- Apr 24, 2026Leadership change8-K 5.02
- Jun 20, 2025Leadership change8-K 5.02
- May 22, 2025Leadership change8-K 5.02
- Apr 24, 2025Leadership change8-K 5.02
- Apr 2, 2025Leadership change8-K 5.02
- Feb 27, 2025Leadership change8-K 5.02
- Jan 21, 2025Leadership change8-K 5.02
- Dec 18, 2024Leadership change8-K 5.02
- Nov 26, 2024Leadership change8-K 5.02
- Jun 3, 2024Leadership change8-K 5.02
- Apr 1, 2024Late filing noticeNT 10-K
- Aug 23, 2022Leadership change8-K 5.02
Latest shareholder vote results: Jun 18, 2026, including the say-on-pay vote.
Where the money went
Over 2021–2025: $5.2bn returned to owners in buybacks and dividends, 117% of net income, and $3.4bn of pay in stock.
| Fiscal year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $4.4bn | $5.0bn | $5.5bn | $6.1bn | $7.2bn |
| Net income | $497.0m | $823.0m | $906.0m | $1.1bn | $1.1bn |
| Stock-based pay | $555.0m | $657.0m | $703.0m | $683.0m | $788.0m |
| Buybacks | $1.1bn | $1.1bn | $795.0m | $852.0m | $1.4bn |
| Dividends | $0 | $0 | $0 | $0 | — |
| Diluted shares | 222m | 218m | 216m | 217m | 215m |
Educational only, not investment advice. Figures are as filed with the SEC: pay from the proxy's pay-versus-performance table, capital allocation from 10-K XBRL data, insider trades from Form 4s over the last six months, events from the last 5 years of filings. The peer group is the one the company chose. See the method.