Schroder Investment Management Group Has $833.75 Million Position in Adobe Inc. $ADBE

Schroder Investment Management Group grew its holdings in Adobe Inc. (NASDAQ:ADBE) by 10.6% in the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 2,363,577 shares of the software company’s stock after buying an additional 225,853 shares during the quarter. Adobe accounts for approximately 0.7% of Schroder Investment Management Group’s holdings, making the stock its 26th biggest holding. Schroder Investment Management Group owned 0.56% of Adobe worth $833,752,000 at the end of the most recent quarter.

Several other institutional investors have also made changes to their positions in ADBE. LSV Asset Management boosted its holdings in Adobe by 350.0% during the second quarter. LSV Asset Management now owns 72 shares of the software company’s stock valued at $28,000 after purchasing an additional 56 shares in the last quarter. Caitlin John LLC acquired a new stake in Adobe in the 3rd quarter valued at $28,000. Horizon Financial Services LLC grew its position in Adobe by 4,000.0% in the second quarter. Horizon Financial Services LLC now owns 82 shares of the software company’s stock valued at $32,000 after acquiring an additional 80 shares during the period. Total Investment Management Inc. acquired a new position in Adobe during the second quarter worth $35,000. Finally, Heartwood Wealth Advisors LLC acquired a new stake in shares of Adobe in the 3rd quarter valued at $35,000. 81.79% of the stock is currently owned by institutional investors and hedge funds.

Adobe Stock Up 0.7%

Shares of NASDAQ:ADBE opened at $283.62 on Monday. The company has a 50 day moving average price of $291.65 and a two-hundred day moving average price of $325.86. The company has a debt-to-equity ratio of 0.53, a quick ratio of 1.00 and a current ratio of 1.00. The company has a market capitalization of $116.43 billion, a PE ratio of 16.97, a PEG ratio of 1.12 and a beta of 1.53. Adobe Inc. has a 52 week low of $244.28 and a 52 week high of $452.51.

Adobe (NASDAQ:ADBE) last announced its quarterly earnings results on Wednesday, December 10th. The software company reported $5.50 earnings per share (EPS) for the quarter, beating the consensus estimate of $5.40 by $0.10. Adobe had a net margin of 30.00% and a return on equity of 61.28%. The company had revenue of $6.19 billion during the quarter, compared to analyst estimates of $6.11 billion. During the same quarter in the previous year, the business earned $4.81 EPS. The firm’s 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. Analysts forecast that Adobe Inc. will post 16.65 earnings per share for the current year.

Analysts Set New Price Targets

A number of brokerages recently issued reports on ADBE. Piper Sandler reiterated a “neutral” rating on shares of Adobe in a research report on Wednesday. The Goldman Sachs Group initiated coverage on shares of Adobe in a research note on Monday, January 12th. They issued a “sell” rating and a $290.00 target price for the company. Oppenheimer lowered shares of Adobe from an “outperform” rating to a “market perform” rating in a report on Tuesday, January 13th. Wolfe Research lowered their target price on shares of Adobe from $450.00 to $440.00 and set an “outperform” rating for the company in a report on Thursday, December 11th. Finally, TD Cowen cut their price target on Adobe from $420.00 to $400.00 and set a “hold” rating on the stock in a research note on Thursday, December 11th. One analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, eleven have issued a Hold rating and four have issued a Sell rating to the company. According to data from MarketBeat, the company presently has an average rating of “Hold” and a consensus target price of $386.68.

Insider Activity

In other news, CFO Daniel Durn sold 1,646 shares of the firm’s stock in a transaction dated Tuesday, January 27th. The stock was 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 of the company’s stock, 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 through this hyperlink. 0.20% of the stock is owned by company insiders.

More Adobe News

Here are the key news stories impacting Adobe this week:

• Positive Sentiment: Adobe expanded a multi‑year partnership with Major League Baseball to power next‑generation digital fan experiences — a commercial win that underscores Adobe’s enterprise demand for marketing, content and experience tools. Adobe and Major League Baseball Expand Partnership
• Positive Sentiment: Reports that investor Michael Burry has taken a significant new position in Adobe are fueling contrarian interest and a re‑rating debate around Adobe’s AI transition and valuation, supporting buying interest. Michael Burry Backs Adobe As AI Transition Meets Deep Value Debate
• Neutral Sentiment: Multiple outlets flag Adobe and other big tech names on this week’s earnings and macro calendar — investors are focused on CPI/PCE inflation prints that could influence Fed policy and tech multiples ahead of Adobe’s report. Oracle, Adobe Earnings and Inflation Data: What to Watch This Week
• Neutral Sentiment: Pre‑earnings coverage highlights that Adobe faces a critical Q1 test after a multi‑quarter pullback; analysts are split on near‑term AI monetization vs. valuation risks. Adobe Stock Faces Critical Q1 Earnings Test
• Negative Sentiment: Citigroup cut its price target on Adobe to $315, signaling lowered analyst expectations and adding downward pressure on sentiment. Citigroup Cuts Adobe Price Target
• Negative Sentiment: Sen. John Boozman sold shares of Adobe, an insider sale that can be read by some investors as a small negative signal on near‑term confidence. Sen. John Boozman Sells Off Shares of Adobe
• Negative Sentiment: Coverage noting rating downgrades and lingering worries about AI competition and execution suggests downside risk if Adobe’s Q1 results or guidance disappoint. Adobe: The Problems Could Be Bigger Than We Think

Adobe Profile

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.