ABN Amro Investment Solutions Has $16.50 Million Stock Holdings in Adobe Inc. $ADBE

ABN Amro Investment Solutions raised its holdings in Adobe Inc. (NASDAQ:ADBE) by 64.5% in the 4th quarter, HoldingsChannel reports. The fund owned 47,150 shares of the software company’s stock after acquiring an additional 18,486 shares during the period. ABN Amro Investment Solutions’ holdings in Adobe were worth $16,502,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in ADBE. Brighton Jones LLC increased its position in Adobe by 2.1% in the 4th quarter. Brighton Jones LLC now owns 8,068 shares of the software company’s stock valued at $3,588,000 after acquiring an additional 167 shares during the period. Sivia Capital Partners LLC increased its position in Adobe by 25.5% in the 2nd quarter. Sivia Capital Partners LLC now owns 2,394 shares of the software company’s stock valued at $926,000 after acquiring an additional 486 shares during the period. United Bank increased its position in Adobe by 12.8% in the 2nd quarter. United Bank now owns 3,773 shares of the software company’s stock valued at $1,460,000 after acquiring an additional 428 shares during the period. Schnieders Capital Management LLC. increased its position in Adobe by 7.8% in the 2nd quarter. Schnieders Capital Management LLC. now owns 2,630 shares of the software company’s stock valued at $1,017,000 after acquiring an additional 190 shares during the period. Finally, Gamco Investors INC. ET AL increased its position in Adobe by 190.6% in the 2nd quarter. Gamco Investors INC. ET AL now owns 2,764 shares of the software company’s stock valued at $1,069,000 after acquiring an additional 1,813 shares during the period. 81.79% of the stock is currently owned by institutional investors and hedge funds.

Adobe Trading Down 0.6%

NASDAQ:ADBE opened at $253.37 on Thursday. The company has a current ratio of 0.91, a quick ratio of 0.91 and a debt-to-equity ratio of 0.47. The stock has a market capitalization of $102.41 billion, a price-to-earnings ratio of 14.76, a PEG ratio of 0.99 and a beta of 1.42. The firm has a fifty day simple moving average of $246.25 and a two-hundred day simple moving average of $288.44. Adobe Inc. has a 12 month low of $224.13 and a 12 month high of $422.95.

Adobe (NASDAQ:ADBE) last posted its quarterly earnings results on Thursday, March 12th. The software company reported $6.06 EPS for the quarter, topping analysts’ consensus estimates of $5.87 by $0.19. The business had revenue of $6.40 billion during the quarter, compared to analysts’ expectations of $6.28 billion. Adobe had a net margin of 29.48% and a return on equity of 64.48%. The business’s quarterly revenue was up 12.0% on a year-over-year basis. During the same period last year, the company posted $5.08 earnings per share. Adobe has set its FY 2026 guidance at 23.300-23.500 EPS and its Q2 2026 guidance at 5.800-5.850 EPS. Analysts expect that Adobe Inc. will post 19.14 EPS for the current fiscal year.

Adobe announced that its board has approved a share repurchase program on Tuesday, April 21st that authorizes the company to repurchase $25.00 billion in shares. This repurchase authorization authorizes the software company to purchase up to 24.9% of its stock through open market purchases. Stock repurchase programs are usually a sign that the company’s management believes its stock is undervalued.

Analyst Upgrades and Downgrades

Several equities analysts have issued reports on ADBE shares. Wells Fargo & Company decreased their price target on shares of Adobe from $420.00 to $405.00 and set an “overweight” rating for the company in a research report on Monday, March 9th. The Goldman Sachs Group decreased their price target on shares of Adobe from $290.00 to $220.00 and set a “sell” rating for the company in a research report on Friday, March 13th. Royal Bank Of Canada decreased their price target on shares of Adobe from $400.00 to $350.00 and set an “outperform” rating for the company in a research report on Friday, April 17th. Citigroup reiterated a “neutral” rating on shares of Adobe in a research report on Friday, April 10th. Finally, Stifel Nicolaus decreased their price objective on shares of Adobe from $450.00 to $400.00 and set a “buy” rating for the company in a research report on Friday, March 13th. One analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, seventeen have given a Hold rating and five have issued a Sell rating to the company. According to MarketBeat, the stock has an average rating of “Hold” and an average target price of $338.15.

More Adobe News

Here are the key news stories impacting Adobe this week:

• Positive Sentiment: Adobe was highlighted as a favored name by investor Michael Burry, who confirmed he maintained a position in the stock and was also reported to have added to Adobe alongside other beaten-down names. That can boost sentiment because it signals value investors still see upside in the shares. Adobe Inc. (ADBE): Michael Burry Maintains Position
• Positive Sentiment: Adobe also announced a product-related development, bringing professional creative tools into Google Gemini and teasing an upcoming Premiere Android app. Investors may view this as a sign Adobe is expanding its ecosystem and keeping its creative software relevant in AI-driven workflows. Adobe brings professional creative tools straight into Google Gemini; Premiere Android app coming soon
• Positive Sentiment: Some market commentary continued to frame Adobe as a top-ranked growth or software-rebound candidate, which can help support the stock among investors looking for software names with valuation upside. The software rally may still have legs. Buy ServiceNow and Adobe.
• Neutral Sentiment: A court dismissed an amended shareholder lawsuit tied to Adobe’s disclosures around Figma-related competition, but the plaintiff is appealing. That means the legal issue is not fully resolved, keeping governance and litigation risk on investors’ radar. Adobe Lawsuit Appeal Keeps Governance Questions And Value Debate Alive
• Negative Sentiment: DBS Bank downgraded Adobe from “moderate buy” to “hold,” which can weigh on the stock by signaling less near-term upside from current levels. Adobe downgraded by Dbs Bank

Insiders Place Their Bets

In other Adobe news, CFO Daniel Durn sold 1,336 shares of the firm’s stock in a transaction on Monday, April 20th. The shares were sold at an average price of $248.02, for a total value of $331,354.72. Following the completion of the sale, the chief financial officer directly owned 42,833 shares in the company, valued at approximately $10,623,440.66. This trade represents a 3.02% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CEO Shantanu Narayen sold 75,000 shares of the firm’s stock in a transaction on Tuesday, April 28th. The stock was sold at an average price of $243.54, for a total transaction of $18,265,500.00. Following the completion of the sale, the chief executive officer owned 359,538 shares of the company’s stock, valued at $87,561,884.52. The trade was a 17.26% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 77,091 shares of company stock worth $18,782,773. 0.20% of the stock is currently owned by company insiders.

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.