Edmond DE Rothschild Holding S.A. Invests $1.45 Million in Adobe Inc. $ADBE

Edmond DE Rothschild Holding S.A. acquired a new stake in Adobe Inc. (NASDAQ:ADBE) in the 2nd quarter, HoldingsChannel reports. The fund acquired 7,071 shares of the software company’s stock, valued at approximately $1,450,000.

Other institutional investors have also added to or reduced their stakes in the company. United Bank bought a new stake in Adobe during the second quarter worth $295,000. Madison Asset Management LLC acquired a new position in shares of Adobe during the 2nd quarter worth about $7,105,000. Csenge Advisory Group acquired a new position in shares of Adobe during the 2nd quarter worth about $245,000. Shepherd Financial Partners LLC bought a new stake in shares of Adobe in the 2nd quarter valued at about $523,000. Finally, Johnson Financial Group Inc. bought a new stake in shares of Adobe in the 2nd quarter valued at about $2,289,000. 81.79% of the stock is currently owned by institutional investors and hedge funds.

Adobe Price Performance

Shares of NASDAQ ADBE opened at $272.22 on Friday. The firm has a market cap of $108.21 billion, a P/E ratio of 15.57, a price-to-earnings-growth ratio of 0.92 and a beta of 1.40. The business’s 50 day moving average is $231.18 and its 200-day moving average is $244.78. The company has a current ratio of 0.75, a quick ratio of 0.75 and a debt-to-equity ratio of 0.42. Adobe Inc. has a 1-year low of $190.12 and a 1-year high of $370.86.

Adobe (NASDAQ:ADBE) last released its quarterly earnings results on Thursday, June 11th. The software company reported $5.96 earnings per share (EPS) for the quarter, beating the consensus estimate of $5.82 by $0.14. The business had revenue of $6.62 billion during the quarter, compared to the consensus estimate of $6.45 billion. Adobe had a return on equity of 65.11% and a net margin of 28.69%.The firm’s quarterly revenue was up 12.7% on a year-over-year basis. During the same period in the previous year, the company posted $5.06 EPS. Adobe has set its FY 2026 guidance at 24.350-24.450 EPS and its Q3 2026 guidance at 6.050-6.100 EPS. Equities research analysts predict that Adobe Inc. will post 19.81 earnings per share for the current year.

Analyst Upgrades and Downgrades

A number of equities analysts recently commented on ADBE shares. Jefferies Financial Group reduced their price target on Adobe from $290.00 to $230.00 and set a “hold” rating for the company in a report on Friday, June 12th. Evercore set a $225.00 price objective on Adobe and gave the company an “in-line” rating in a research report on Friday, June 12th. Piper Sandler reduced their target price on Adobe from $280.00 to $240.00 and set a “neutral” rating for the company in a research note on Friday, June 12th. Wall Street Zen lowered Adobe from a “buy” rating to a “hold” rating in a report on Saturday, July 4th. Finally, UBS Group cut Adobe from a “buy” rating to an “equal weight” rating in a research note on Tuesday, July 21st. Seven research analysts have rated the stock with a Buy rating, twenty-one have given a Hold rating and five have assigned a Sell rating to the stock. According to MarketBeat, the stock presently has an average rating of “Hold” and an average price target of $270.96.

Adobe News Roundup

Here are the key news stories impacting Adobe this week:

• Positive Sentiment: Expanded Firefly AI capabilities: Adobe made Firefly’s AI-generated music, voiceovers, speech and sound-effects tools generally available. The production-oriented features could strengthen Adobe’s position in creative software, increase user engagement and create additional monetization opportunities. Adobe Firefly adds AI music, voiceovers and sound effects
• Positive Sentiment: Improving AI investor sentiment: Bank of America raised its price target for Adobe, citing the company’s potential to monetize artificial intelligence. This reflects growing optimism that Adobe’s broad creative and document ecosystem can benefit from AI demand. ServiceNow, Adobe, Workday stocks get BofA PT boost
• Positive Sentiment: Recovery thesis remains intact: Recent commentary highlights Adobe’s relatively low valuation, strong free-cash-flow generation and potential for a sustained recovery as its AI strategy develops. Another analysis describes the shares as undervalued despite the recent rally. Adobe: Strong Recovery Is Just Beginning
• Neutral Sentiment: AI strategy is still being evaluated: Adobe is broadening access to AI tools through a freemium approach and has paused price increases to expand its user base. The strategy may support double-digit recurring-revenue growth, but investors need proof that wider adoption will translate into durable paid revenue. Is Adobe Below Fair Value On Its Freemium AI Push?
• Negative Sentiment: Conflicting Bank of America signal: Although BofA increased its target from $190 to $220, it retained an “underperform” rating. The target remains below the prevailing share price, signaling concern that Adobe’s AI progress may not yet justify the stock’s recovery. Benzinga analyst update

Insider Transactions at Adobe

In related news, CAO Jillian Forusz sold 416 shares of the company’s stock in a transaction dated Wednesday, July 29th. The shares were sold at an average price of $264.33, for a total value of $109,961.28. Following the transaction, the chief accounting officer directly owned 3,824 shares in the company, valued at approximately $1,010,797.92. This represents a 9.81% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director David A. Ricks purchased 10,000 shares of the stock in a transaction that occurred on Thursday, June 25th. The shares were acquired at an average cost of $194.51 per share, for a total transaction of $1,945,100.00. Following the completion of the transaction, the director owned 17,655 shares of the company’s stock, valued at $3,434,074.05. This trade represents a 130.63% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders own 0.20% of the company’s stock.

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.