Invesco Ltd. Grows Holdings in Adobe Inc. $ADBE

Invesco Ltd. lifted its position in shares of Adobe Inc. (NASDAQ:ADBE) by 9.4% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 4,821,688 shares of the software company’s stock after acquiring an additional 414,526 shares during the quarter. Invesco Ltd. owned 1.15% of Adobe worth $1,700,850,000 as of its most recent SEC filing.

A number of other institutional investors have also recently modified their holdings of ADBE. Brighton Jones LLC raised its holdings in Adobe by 2.1% in the 4th quarter. Brighton Jones LLC now owns 8,068 shares of the software company’s stock worth $3,588,000 after purchasing an additional 167 shares during the period. Sivia Capital Partners LLC grew its holdings in Adobe by 25.5% in the second quarter. Sivia Capital Partners LLC now owns 2,394 shares of the software company’s stock valued at $926,000 after purchasing an additional 486 shares during the period. United Bank increased its position in shares of Adobe by 12.8% in the second quarter. United Bank now owns 3,773 shares of the software company’s stock valued at $1,460,000 after buying an additional 428 shares in the last quarter. Schnieders Capital Management LLC. increased its position in shares of Adobe by 7.8% in the second quarter. Schnieders Capital Management LLC. now owns 2,630 shares of the software company’s stock valued at $1,017,000 after buying an additional 190 shares in the last quarter. Finally, Nwam LLC raised its stake in shares of Adobe by 6.8% during the 2nd quarter. Nwam LLC now owns 630 shares of the software company’s stock worth $233,000 after buying an additional 40 shares during the period. 81.79% of the stock is currently owned by institutional investors and hedge funds.

Adobe Stock Down 1.4%

Shares of ADBE opened at $269.78 on Friday. The stock has a 50 day moving average price of $285.56 and a 200 day moving average price of $324.01. Adobe Inc. has a one year low of $244.28 and a one year high of $422.95. 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 stock has a market capitalization of $110.74 billion, a price-to-earnings ratio of 16.14, a PEG ratio of 1.08 and a beta of 1.53.

Adobe (NASDAQ:ADBE) last announced its quarterly earnings data on Thursday, March 12th. The software company reported $6.06 earnings per share for the quarter, beating analysts’ consensus estimates of $5.87 by $0.19. Adobe had a return on equity of 61.28% and a net margin of 30.00%.The company had revenue of $6.40 billion for the quarter, compared to analyst estimates of $6.28 billion. During the same quarter last year, the firm posted $5.08 EPS. The firm’s revenue for the quarter was up 12.0% on a year-over-year basis. Adobe has set its FY 2026 guidance at 23.300-23.500 EPS and its Q2 2026 guidance at 5.800-5.850 EPS. Equities research analysts forecast that Adobe Inc. will post 16.65 earnings per share for the current fiscal year.

Adobe News Summary

Here are the key news stories impacting Adobe this week:

• Positive Sentiment: Beat on Q1 EPS and revenue — Adobe reported stronger-than-expected EPS and revenue for the quarter, confirming solid top-line growth. Adobe Systems (ADBE) Q1 Earnings and Revenues Top Estimates
• Positive Sentiment: Raised FY and Q2 guidance — Adobe gave FY‑2026 EPS and revenue targets above consensus and provided Q2 EPS guidance ahead of street estimates, signaling management sees medium‑term strength. Adobe earnings / guidance details
• Neutral Sentiment: AI-driven metrics strong but early — Adobe said AI-first ARR more than tripled and subscription revenue rose, supporting strategic progress even if monetization timing is uncertain. Adobe Delivers Record Q1 Results
• Neutral Sentiment: Healthy cash flow and margins — operating cash flow and gross profit improved, which cushions near-term concerns and supports valuation over time. QuiverQuant Q1 financials summary
• Negative Sentiment: CEO Shantanu Narayen to transition — Narayen’s decision to step down once a successor is named injected leadership uncertainty; investors worry about execution through a management change at a critical AI inflection. Shantanu Narayen Announces Decision to Transition
• Negative Sentiment: Muted near-term profit signal spooks investors — despite beats, commentary and some forward commentary were interpreted as conservative on near-term profit acceleration from AI, prompting the sell-off. Adobe Plunges To 7 Year Low On CEO Resignation, Muted Forecast
• Negative Sentiment: Market skepticism and analyst moves — Adobe’s stock has underperformed YTD, some firms have trimmed targets or reiterated caution, amplifying weakness after the print. TD Cowen lowers PT on Adobe

Insider Buying and Selling at Adobe

In other news, CFO Daniel Durn sold 1,646 shares of the firm’s stock in a transaction dated Tuesday, January 27th. The shares were sold at an average price of $294.85, for a total value of $485,323.10. Following the transaction, the chief financial officer directly owned 41,995 shares of the company’s stock, valued at approximately $12,382,225.75. This trade represents a 3.77% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. Corporate insiders own 0.20% of the company’s stock.

Analyst Ratings Changes

A number of research analysts have recently issued reports on the company. Weiss Ratings lowered Adobe from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Friday, March 6th. Wolfe Research cut their price target 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. Royal Bank Of Canada restated an “outperform” rating and set a $430.00 price objective on shares of Adobe in a research report on Monday. Robert W. Baird set a $350.00 price objective on shares of Adobe in a report on Wednesday, January 14th. Finally, Barclays dropped their target price on shares of Adobe from $415.00 to $335.00 and set an “overweight” rating on the stock in a research report on Wednesday, March 4th. One investment analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, eleven have assigned a Hold rating and four have assigned a Sell rating to the company. According to MarketBeat, the stock has a consensus rating of “Hold” and an average target price of $375.96.

Adobe Company 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.