Adobe Inc. $ADBE Stake Raised by MUFG Securities EMEA plc

MUFG Securities EMEA plc boosted its holdings in Adobe Inc. (NASDAQ:ADBE) by 221.1% during the 4th quarter, Holdings Channel.com reports. The fund owned 26,069 shares of the software company’s stock after purchasing an additional 17,950 shares during the quarter. MUFG Securities EMEA plc’s holdings in Adobe were worth $9,124,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Willis Investment Counsel increased its holdings in shares of Adobe by 138.9% in the 4th quarter. Willis Investment Counsel now owns 40,715 shares of the software company’s stock valued at $14,250,000 after purchasing an additional 23,671 shares during the period. Jones Financial Companies Lllp increased its holdings in shares of Adobe by 43.8% in the 3rd quarter. Jones Financial Companies Lllp now owns 106,598 shares of the software company’s stock valued at $38,309,000 after purchasing an additional 32,448 shares during the period. Victory Capital Management Inc. increased its holdings in shares of Adobe by 112.6% in the 3rd quarter. Victory Capital Management Inc. now owns 1,341,410 shares of the software company’s stock valued at $469,467,000 after purchasing an additional 710,357 shares during the period. Nicholas Company Inc. increased its holdings in shares of Adobe by 7.6% in the 4th quarter. Nicholas Company Inc. now owns 174,626 shares of the software company’s stock valued at $61,117,000 after purchasing an additional 12,400 shares during the period. Finally, Diamond Hill Capital Management Inc. increased its holdings in shares of Adobe by 20.6% in the 3rd quarter. Diamond Hill Capital Management Inc. now owns 1,024,473 shares of the software company’s stock valued at $361,383,000 after purchasing an additional 174,891 shares during the period. 81.79% of the stock is currently owned by institutional investors.

Insider Transactions at Adobe

In other news, CEO Shantanu Narayen sold 75,000 shares of the company’s stock in a transaction that occurred 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 transaction, the chief executive officer directly owned 359,538 shares in the company, valued at $87,561,884.52. The trade was a 17.26% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CAO Jillian Forusz sold 755 shares of the company’s stock in a transaction that occurred on Thursday, April 30th. The stock was sold at an average price of $246.25, for a total value of $185,918.75. Following the transaction, the chief accounting officer owned 3,521 shares of the company’s stock, valued at approximately $867,046.25. This trade represents a 17.66% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 77,091 shares of company stock worth $18,782,773 over the last three months. 0.20% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

A number of brokerages have recently weighed in on ADBE. Oppenheimer reiterated a “market perform” rating on shares of Adobe in a report on Friday, March 13th. TD Cowen lowered their price target on Adobe from $400.00 to $325.00 and set a “hold” rating for the company in a research note on Tuesday, March 10th. Weiss Ratings cut Adobe from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Friday, March 6th. JPMorgan Chase & Co. lowered their price target on Adobe from $520.00 to $420.00 and set an “overweight” rating for the company in a research note on Friday, March 13th. Finally, Wells Fargo & Company lowered their price target on Adobe from $420.00 to $405.00 and set an “overweight” rating for the company in a research note on Monday, March 9th. One research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, seventeen have assigned a Hold rating and five have issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Hold” and an average target price of $338.15.

Key Headlines Impacting Adobe

Here are the key news stories impacting Adobe this week:

• Positive Sentiment: Adobe is seeing renewed buying ahead of its expected June 11 earnings release, with investors likely adjusting positions and leaning into a valuation rebound after a prolonged reset in software stocks. Adobe shares rise as investors position ahead of next earnings and lean into a valuation rebound
• Positive Sentiment: Recent commentary highlighted Adobe’s AI strategy, including AI agents and Acrobat becoming more of an AI workspace, which supports the view that Adobe can adapt its products to new workflows and defend its enterprise software franchise. Adobe Acrobat Studio review: Acrobat becomes an AI workspace
• Positive Sentiment: Adobe Analytics was named a “Champion” in Info-Tech Research Group’s 2026 Digital Analytics Data Quadrant, reinforcing the strength of Adobe’s analytics and customer-experience products. Top Digital Analytics Platforms Named 2026 Champions in Info-Tech Research Group’s Data Quadrant Report

Adobe Price Performance

Shares of Adobe stock opened at $259.21 on Monday. The stock has a market capitalization of $104.77 billion, a P/E ratio of 15.10, a PEG ratio of 1.01 and a beta of 1.42. The company has a quick ratio of 0.91, a current ratio of 0.91 and a debt-to-equity ratio of 0.47. The stock has a 50 day moving average price of $244.11 and a two-hundred day moving average price of $284.08. Adobe Inc. has a 12-month low of $224.13 and a 12-month high of $421.48.

Adobe (NASDAQ:ADBE) last issued 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. Adobe had a return on equity of 64.48% and a net margin of 29.48%.The company had revenue of $6.40 billion during the quarter, compared to analyst estimates of $6.28 billion. During the same period in the previous year, the company earned $5.08 earnings per share. The company’s quarterly revenue was up 12.0% compared to the same quarter last year. 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 analysts expect that Adobe Inc. will post 19.15 earnings per share for the current year.

Adobe declared that its Board of Directors has approved a share repurchase program on Tuesday, April 21st that allows the company to buyback $25.00 billion in shares. This buyback authorization allows the software company to repurchase up to 24.9% of its stock through open market purchases. Stock buyback programs are usually an indication that the company’s leadership believes its shares are undervalued.

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.