Rakuten Securities Inc. Buys 2,697 Shares of Adobe Inc. $ADBE

Rakuten Securities Inc. increased its position in shares of Adobe Inc. (NASDAQ:ADBE) by 181.6% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 4,182 shares of the software company’s stock after purchasing an additional 2,697 shares during the period. Rakuten Securities Inc.’s holdings in Adobe were worth $1,475,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. LSV Asset Management grew its holdings in Adobe by 350.0% during the 2nd quarter. LSV Asset Management now owns 72 shares of the software company’s stock valued at $28,000 after buying an additional 56 shares in the last quarter. Nexus Investment Management ULC purchased a new stake in Adobe during the 2nd quarter valued at $31,000. Horizon Financial Services LLC boosted its stake in shares of Adobe by 4,000.0% during the 2nd quarter. Horizon Financial Services LLC now owns 82 shares of the software company’s stock worth $32,000 after purchasing an additional 80 shares during the period. Total Investment Management Inc. bought a new stake in shares of Adobe during the 2nd quarter worth approximately $35,000. Finally, Howard Hughes Medical Institute bought a new position in Adobe in the 2nd quarter worth about $36,000. 81.79% of the stock is currently owned by institutional investors.

Insider Buying and Selling at Adobe

In related news, CAO Jillian Forusz sold 149 shares of the business’s stock in a transaction on Friday, October 31st. The shares were sold at an average price of $337.88, for a total transaction of $50,344.12. Following the completion of the transaction, the chief accounting officer owned 3,426 shares in the company, valued at approximately $1,157,576.88. The trade was a 4.17% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Insiders own 0.16% of the company’s stock.

Adobe Trading Down 1.8%

NASDAQ ADBE opened at $304.44 on Thursday. Adobe Inc. has a 12 month low of $302.47 and a 12 month high of $465.70. The company has a debt-to-equity ratio of 0.53, a current ratio of 1.00 and a quick ratio of 1.02. The firm’s 50-day moving average is $335.83 and its two-hundred day moving average is $348.42. The stock has a market capitalization of $127.44 billion, a P/E ratio of 18.22, a PEG ratio of 1.22 and a beta of 1.53.

Adobe (NASDAQ:ADBE) last posted its quarterly earnings data on Wednesday, December 10th. The software company reported $5.50 earnings per share (EPS) for the quarter, beating the consensus estimate of $5.40 by $0.10. The firm had revenue of $6.19 billion for the quarter, compared to the consensus estimate of $6.11 billion. Adobe had a return on equity of 61.28% and a net margin of 30.00%.The company’s quarterly revenue was up 10.5% compared to the same quarter last year. During the same quarter in the previous year, the business earned $4.81 EPS. Adobe has set its Q1 2026 guidance at 5.850-5.900 EPS and its FY 2026 guidance at 23.300-23.500 EPS. On average, sell-side analysts anticipate that Adobe Inc. will post 16.65 earnings per share for the current year.

Analysts Set New Price Targets

A number of equities analysts have recently issued reports on the company. Wall Street Zen raised Adobe from a “hold” rating to a “buy” rating in a research report on Monday, December 22nd. The Goldman Sachs Group initiated coverage on Adobe in a research note on Monday. They set a “sell” rating and a $290.00 price target on the stock. Royal Bank Of Canada restated an “outperform” rating and issued a $430.00 target price on shares of Adobe in a research note on Thursday, December 11th. Barclays restated an “overweight” rating and issued a $415.00 price objective on shares of Adobe in a research report on Friday, December 5th. Finally, Wells Fargo & Company reduced their price target on Adobe from $470.00 to $420.00 and set an “overweight” rating for the company in a report on Thursday, November 20th. One research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, twelve have assigned a Hold rating and four have assigned a Sell rating to the company. According to MarketBeat.com, Adobe presently has an average rating of “Hold” and an average target price of $402.85.

Adobe News Summary

Here are the key news stories impacting Adobe this week:

• Positive Sentiment: Adobe reported a December-quarter beat and raised FY26 guidance (solid revenue and EPS growth), which underpins medium-term fundamentals and cash-generation. (This is a key counterweight for value-oriented investors.)
• Positive Sentiment: Some outlets argue Adobe is attractively valued and could be a buy for income/value investors given cash flow and buyback potential. Is It Time To Buy Adobe Stock?
• Neutral Sentiment: Adobe announced the Semrush acquisition to accelerate AI initiatives; the deal could help product roadmap but the market remains unconvinced about the near-term payoff. Cloud Stocks: For Adobe, Is The Semrush Acquisition Enough?
• Negative Sentiment: Analyst downgrades have ramped up — Goldman Sachs initiated coverage with a Sell and $290 PT, and Oppenheimer/BMO have cut ratings — driving fresh selling pressure and lowering near-term sentiment. Goldman Sachs Assumes Coverage of Adobe With Sell Rating
• Negative Sentiment: Heightened competition from AI entrants and Apple’s cheaper creative subscription is perceived as a threat to Adobe’s pricing and growth mix; multiple pieces highlight AI-driven disruption to Adobe’s core products. Adobe Stock Falls as Apple Unveils Discounted Creative Software Subscription
• Negative Sentiment: Investor sentiment is unusually weak (TipRanks warns of a potential “confidence crisis”) and heavy put buying indicates hedging or outright bearish positioning by options traders, amplifying downside pressure. Why Adobe Could Face a Confidence Crisis in 2026
• Negative Sentiment: Technical/sector weakness: charts show broken support and a bearish structure; broader software/AI sector selling is also weighing on the stock. Adobe: Bearish Structure Signals Final Leg Lower

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.