Adobe Inc. $ADBE Shares Acquired by Vanguard Group Inc.

Vanguard Group Inc. boosted its position in Adobe Inc. (NASDAQ:ADBE) by 0.8% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 41,369,395 shares of the software company’s stock after acquiring an additional 344,816 shares during the period. Vanguard Group Inc. owned about 9.88% of Adobe worth $14,593,054,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of the business. Norges Bank purchased a new position in Adobe during the second quarter worth about $2,029,950,000. Invesco Ltd. grew its holdings in Adobe by 16.1% in the 2nd quarter. Invesco Ltd. now owns 4,407,162 shares of the software company’s stock valued at $1,705,043,000 after buying an additional 610,215 shares during the period. Arrowstreet Capital Limited Partnership increased its stake in shares of Adobe by 17.6% during the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 3,664,151 shares of the software company’s stock valued at $1,417,587,000 after acquiring an additional 548,903 shares during the last quarter. Charles Schwab Investment Management Inc. increased its stake in shares of Adobe by 0.8% during the 2nd quarter. Charles Schwab Investment Management Inc. now owns 2,922,630 shares of the software company’s stock valued at $1,130,707,000 after acquiring an additional 24,333 shares during the last quarter. Finally, Schroder Investment Management Group lifted its holdings in shares of Adobe by 3.8% during the 2nd quarter. Schroder Investment Management Group now owns 2,137,724 shares of the software company’s stock worth $827,043,000 after acquiring an additional 78,186 shares during the period. 81.79% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other news, CFO Daniel Durn sold 1,646 shares of Adobe stock in a transaction that occurred on Tuesday, January 27th. The shares were sold at an average price of $294.85, for a total transaction of $485,323.10. Following the sale, the chief financial officer owned 41,995 shares in the company, valued at $12,382,225.75. This trade represents a 3.77% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.16% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

A number of research firms recently issued reports on ADBE. UBS Group lowered their target price on shares of Adobe from $375.00 to $340.00 and set a “neutral” rating for the company in a report on Monday, January 26th. Weiss Ratings lowered shares of Adobe from a “hold (c-)” rating to a “sell (d+)” rating in a report on Monday, February 2nd. Piper Sandler cut shares of Adobe from an “overweight” rating to a “neutral” rating and lowered their price objective for the company from $470.00 to $330.00 in a research note on Monday, February 2nd. Mizuho cut their target price on Adobe from $410.00 to $390.00 and set an “outperform” rating on the stock in a research report on Thursday, November 20th. Finally, Wells Fargo & Company reduced their target price on Adobe from $470.00 to $420.00 and set an “overweight” rating on the stock in a report on Thursday, November 20th. One equities research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, eleven have given a Hold rating and four have given a Sell rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus price target of $397.16.

Adobe Stock Performance

NASDAQ:ADBE opened at $263.97 on Monday. Adobe Inc. has a twelve month low of $251.10 and a twelve month high of $464.99. The firm has a market capitalization of $108.36 billion, a price-to-earnings ratio of 15.80, a PEG ratio of 1.04 and a beta of 1.51. The company has a current ratio of 1.00, a quick ratio of 1.00 and a debt-to-equity ratio of 0.53. The firm’s fifty day simple moving average is $317.89 and its 200 day simple moving average is $334.66.

Adobe (NASDAQ:ADBE) last issued its quarterly earnings data on Wednesday, December 10th. The software company reported $5.50 EPS for the quarter, topping analysts’ consensus estimates of $5.40 by $0.10. Adobe had a return on equity of 61.28% and a net margin of 30.00%.The company had revenue of $6.19 billion for the quarter, compared to analysts’ expectations of $6.11 billion. During the same quarter in the previous year, the firm posted $4.81 earnings per share. The firm’s quarterly revenue was up 10.5% on a year-over-year basis. Adobe has set its Q1 2026 guidance at 5.850-5.900 EPS and its FY 2026 guidance at 23.300-23.500 EPS. As a group, equities research analysts expect that Adobe Inc. will post 16.65 earnings per share for the current fiscal year.

Key Stories Impacting Adobe

Here are the key news stories impacting Adobe this week:

• Positive Sentiment: Adobe reported a recent quarter that beat estimates and provided solid FY‑2026 and Q1 guidance, underpinning its cash flow and margins — a primary bullish catalyst for valuation recovery.
• Positive Sentiment: Bullish research/opinion pieces argue Adobe is materially undervalued and present buy cases highlighting its durable SaaS economics and franchise strength. Adobe: Outstanding Business At Outstanding Price
• Positive Sentiment: Adobe deepened its alliance with Cognizant to accelerate enterprise generative‑AI adoption — a strategic partnership that could help drive enterprise SaaS revenues and offset competitive threats. Adobe Deepens Cognizant Alliance To Push Enterprise Generative AI Adoption
• Neutral Sentiment: Zacks and other media note that Adobe is a trending stock and summarize factors investors should monitor (valuation, AI exposure, product momentum) without a definitive directional signal. Here is What to Know Beyond Why Adobe Inc. (ADBE) is a Trending Stock
• Neutral Sentiment: Brokerage consensus remains around a “Hold” average rating — suggests mixed views and limited near‑term conviction from sell‑side. Adobe Inc. (NASDAQ:ADBE) Given Average Rating of “Hold” by Brokerages
• Neutral Sentiment: Short‑interest reports in the feed show zero/NaN values and a 0.0 days‑to‑cover figure — this looks like a data anomaly and shouldn’t be read as a real change in positioning.
• Negative Sentiment: Analysts have been downgrading Adobe amid fears that generative AI could disrupt parts of its business, and some research houses have reiterated sell calls — creating nearer‑term selling pressure. Analysts are downgrading Adobe Inc. (ADBE), Here’s What You Should Know
• Negative Sentiment: Sector headlines and commentators point to a tech/software sell‑off driven by AI fears and macro uncertainties; Adobe has traded off with peers and has posted steeper declines at times. 3 Historically Cheap Software Stocks Begging to Be Bought Amid the Recent Tech Rout AI wreaking havoc across software stocks, job losses might follow: Tom Lee
• Negative Sentiment: Recent market coverage notes Adobe has at times fallen faster than the broader market, reflecting heightened investor sensitivity to sector risk. Adobe Systems (ADBE) Falls More Steeply Than Broader Market

About Adobe

Adobe Inc, founded in 1982 by John Warnock and Charles Geschke and headquartered in San Jose, California, is a global software company that develops tools and services for creative professionals, marketers and enterprises. Under the leadership of CEO Shantanu Narayen, who has led the company since 2007, Adobe has evolved from a provider of desktop publishing tools into a cloud-centric provider of digital media and digital experience solutions.

The company’s core offerings are organized around digital media and digital experience.