2,512 Adobe Inc. $ADBE Shares Sold by SBI Securities Co. Ltd.

SBI Securities Co. Ltd. decreased its stake in Adobe Inc. (NASDAQ:ADBE) by 21.5% during the 3rd quarter, Holdings Channel reports. The firm owned 9,150 shares of the software company’s stock after selling 2,512 shares during the quarter. SBI Securities Co. Ltd.’s holdings in Adobe were worth $2,195,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also modified their holdings of the company. BlackRock Inc. acquired a new position in shares of Adobe during the 2nd quarter worth about $8,437,821,000. Primecap Management Co. CA purchased a new position in Adobe in the 2nd quarter valued at about $1,071,668,000. Bank of New York Mellon Corp purchased a new position in Adobe in the 2nd quarter valued at about $954,468,000. Deutsche Bank AG acquired a new stake in Adobe in the 2nd quarter worth about $750,203,000. Finally, Legal & General Group Plc acquired a new stake in Adobe in the 2nd quarter worth about $653,307,000. Hedge funds and other institutional investors own 81.79% of the company’s stock.

Insider Buying and Selling

In other Adobe news, CAO Jillian Forusz sold 416 shares of the firm’s stock in a transaction that occurred on 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 of the company’s stock, valued at $1,010,797.92. This trade represents a 9.81% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CEO Shantanu Narayen sold 74,500 shares of the business’s stock in a transaction that occurred on Wednesday, September 16th. The stock was sold at an average price of $251.56, for a total value of $18,741,220.00. Following the transaction, the chief executive officer owned 289,224 shares in the company, valued at approximately $72,757,189.44. This represents a 20.48% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 125,416 shares of company stock worth $31,454,466 over the last three months. Corporate insiders own 0.20% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms have commented on ADBE. Royal Bank Of Canada reiterated an “outperform” rating and set a $315.00 price objective on shares of Adobe in a research note on Friday, September 11th. TD Cowen restated a “hold” rating and issued a $245.00 target price on shares of Adobe in a research report on Wednesday, September 9th. Jefferies Financial Group lowered their price target on Adobe from $285.00 to $275.00 and set a “hold” rating on the stock in a research note on Friday, September 11th. UBS Group lifted their price target on Adobe from $225.00 to $255.00 and gave the stock a “neutral” rating in a research note on Friday, September 11th. Finally, Bank of America boosted their price target on Adobe from $190.00 to $220.00 and gave the stock an “underperform” rating in a research report on Wednesday, August 19th. Nine equities research analysts have rated the stock with a Buy rating, twenty have given a Hold rating and seven have issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus price target of $283.90.

Key Stories Impacting Adobe

Here are the key news stories impacting Adobe this week:

• Positive Sentiment: Adobe continues to benefit from high margins, substantial free cash flow, a large user base and recurring-revenue growth. Supporters argue that the stock’s relatively low valuation and continued annual recurring revenue buildup create potential for a turnaround. Adobe: Deep Value Amid Continued ARR Buildup
• Positive Sentiment: Recent AI-related partnerships, including an expanded relationship with NVIDIA and a new deal making Adobe the official AI fan-experience partner of BWT Alpine Formula One, reinforce the company’s effort to demonstrate practical uses for its AI tools and expand its brand reach. Adobe and BWT Alpine Formula One Team Partner
• Positive Sentiment: Adobe recently exceeded analysts’ quarterly EPS and revenue estimates, while management maintained fiscal 2026 earnings guidance. Those results provide fundamental support even as the share price has lagged broader technology benchmarks.
• Neutral Sentiment: Wall Street is divided: some analysts see substantial upside if Adobe converts its AI investments into monetized growth, while others remain cautious. Articles comparing Adobe with Salesforce, CrowdStrike and Arista Networks highlight that the stock’s appeal depends on an investor’s preference for valuation and profitability versus faster growth. Adobe Stock Has Been Under Pressure
• Negative Sentiment: The principal overhang is AI disruption risk. Investors remain concerned that competing tools from companies such as Anthropic and Google could reduce demand for Adobe’s traditional applications or pressure pricing through “app-less” creative workflows. Adobe: Strong Fundamentals, But AI Remains the Key Risk
• Negative Sentiment: The stock’s decline despite repeated earnings outperformance signals that investors want clearer evidence of accelerating growth and successful AI monetization before assigning Adobe a higher multiple.

Adobe Stock Performance

NASDAQ:ADBE opened at $263.82 on Friday. The company’s 50-day moving average price is $255.83 and its 200-day moving average price is $243.54. The company has a current ratio of 0.77, a quick ratio of 0.77 and a debt-to-equity ratio of 0.41. The company has a market cap of $102.68 billion, a P/E ratio of 14.72, a P/E/G ratio of 0.94 and a beta of 1.42. Adobe Inc. has a twelve month low of $190.12 and a twelve month high of $363.70.

Adobe (NASDAQ:ADBE) last posted its quarterly earnings results on Thursday, September 10th. The software company reported $6.13 earnings per share for the quarter, topping analysts’ consensus estimates of $6.08 by $0.05. Adobe had a net margin of 28.05% and a return on equity of 65.65%. The firm had revenue of $6.76 billion for the quarter, compared to analyst estimates of $6.69 billion. During the same period in the previous year, the business posted $5.31 earnings per share. Adobe’s quarterly revenue was up 12.9% on a year-over-year basis. Adobe has set its Q4 2026 guidance at 6.300-6.350 EPS and its FY 2026 guidance at 24.450-24.500 EPS. On average, sell-side analysts forecast that Adobe Inc. will post 20.01 earnings per share for the current fiscal year.

Adobe Company Profile

Adobe Inc is a global software company that develops digital tools for creative professionals, businesses, marketers, and individual users. Its products help customers create, edit, publish, manage, and measure digital content across websites, mobile applications, documents, and other media.

The company’s Creative Cloud portfolio includes applications such as Photoshop, Illustrator, InDesign, Premiere Pro, and Acrobat. Adobe also offers Document Cloud, which provides tools for creating, editing, sharing, signing, and managing digital documents, and Experience Cloud, a suite of solutions for digital marketing, analytics, commerce, customer journeys, and content management.