Mitsubishi UFJ Asset Management Co. Ltd. Has $309.92 Million Position in Adobe Inc. $ADBE

Mitsubishi UFJ Asset Management Co. Ltd. lifted its position in shares of Adobe Inc. (NASDAQ:ADBE) by 3.3% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 878,589 shares of the software company’s stock after purchasing an additional 27,939 shares during the quarter. Mitsubishi UFJ Asset Management Co. Ltd. owned 0.21% of Adobe worth $309,922,000 at the end of the most recent reporting period.

A number of other large investors have also made changes to their positions in the company. Riverbend Wealth Management LLC grew its stake in Adobe by 1.8% in the third quarter. Riverbend Wealth Management LLC now owns 1,668 shares of the software company’s stock valued at $588,000 after acquiring an additional 29 shares during the period. Intellus Advisors LLC lifted its holdings in shares of Adobe by 1.6% during the 2nd quarter. Intellus Advisors LLC now owns 1,860 shares of the software company’s stock valued at $720,000 after purchasing an additional 30 shares in the last quarter. Beacon Financial Advisory LLC increased its stake in Adobe by 5.5% during the 3rd quarter. Beacon Financial Advisory LLC now owns 577 shares of the software company’s stock worth $204,000 after purchasing an additional 30 shares in the last quarter. MCF Advisors LLC raised its holdings in Adobe by 20.8% during the 3rd quarter. MCF Advisors LLC now owns 174 shares of the software company’s stock worth $61,000 after buying an additional 30 shares during the period. Finally, Barnes Dennig Private Wealth Management LLC lifted its stake in Adobe by 44.9% in the second quarter. Barnes Dennig Private Wealth Management LLC now owns 100 shares of the software company’s stock valued at $39,000 after buying an additional 31 shares in the last quarter. Institutional investors own 81.79% of the company’s stock.

Insider Buying and Selling

In other Adobe news, CFO Daniel Durn sold 1,646 shares of the business’s stock in a transaction that occurred on Tuesday, January 27th. The stock was sold at an average price of $294.85, for a total transaction of $485,323.10. Following the transaction, the chief financial officer owned 41,995 shares of the company’s stock, valued at $12,382,225.75. The trade was a 3.77% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Insiders own 0.16% of the company’s stock.

Adobe News Summary

Here are the key news stories impacting Adobe this week:

• Positive Sentiment: Analyst/coverage optimism — Zacks highlights Adobe’s expanded AI partnerships and deeper embedding of Firefly and Acrobat AI as catalysts that could revive growth after a weak period. AI Efforts & Rich Partner Base: Adobe Stock Set for Recovery?
• Positive Sentiment: Some sell-side/market commentators still see value — Piper Sandler commentary remains constructive despite a downgrade and lower target, and MarketBeat pieces frame the pullback as a potential buying opportunity in tech. Piper Sandler Remains Positive on Adobe Inc. (ADBE) Despite Concerns
• Neutral Sentiment: Options traders are targeting income/neutral strategies (e.g., short iron condor) to profit from compressed volatility after the selloff — indicates some traders expect limited near-term directional move. 1 Picture-Perfect Short Iron Condor Trade Returning 35% on Adobe Stock Now
• Neutral Sentiment: Short-interest postings in the feeds show zeros/NaN and appear to be data artifacts rather than meaningful new short positions — not a reliable signal at present.
• Negative Sentiment: Downgrades and growth concerns — multiple banks cut ratings or flagged slowing revenue durability and rising AI competition, which has been a key driver of the recent multi-week selloff. Adobe Downgrades Spotlight AI Competition And Questions Around Growth Durability
• Negative Sentiment: Market narrative and competitive moves — deep-dive pieces question whether Adobe is a value opportunity or a performance trap after heavy YTD and 1-year declines; competitors (e.g., Canva acquisitions) and broader AI shifts add downside risk. How Low Can Adobe Stock Go?

Adobe Price Performance

Shares of ADBE opened at $257.81 on Thursday. The company has a current ratio of 1.00, a quick ratio of 1.00 and a debt-to-equity ratio of 0.53. The company’s fifty day simple moving average is $303.45 and its 200 day simple moving average is $329.92. Adobe Inc. has a 1-year low of $244.28 and a 1-year high of $453.26. The company has a market cap of $105.83 billion, a price-to-earnings ratio of 15.43, a PEG ratio of 1.00 and a beta of 1.51.

Adobe (NASDAQ:ADBE) last announced its quarterly earnings results on Wednesday, December 10th. The software company reported $5.50 EPS for the quarter, beating analysts’ consensus estimates of $5.40 by $0.10. The firm had revenue of $6.19 billion during the quarter, compared to analysts’ expectations of $6.11 billion. Adobe had a net margin of 30.00% and a return on equity of 61.28%. The company’s revenue for the quarter was up 10.5% compared to the same quarter last year. During the same quarter last year, the company posted $4.81 earnings per share. 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, research analysts forecast that Adobe Inc. will post 16.65 earnings per share for the current fiscal year.

Analysts Set New Price Targets

ADBE has been the subject of several research reports. Wall Street Zen downgraded shares of Adobe from a “buy” rating to a “hold” rating in a research report on Saturday, January 17th. Barclays reiterated an “overweight” rating and set a $415.00 target price on shares of Adobe in a report on Friday, December 5th. Royal Bank Of Canada restated an “outperform” rating and issued a $430.00 price target on shares of Adobe in a report on Thursday, December 11th. Weiss Ratings raised Adobe from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Thursday, February 19th. Finally, Robert W. Baird set a $350.00 target price on Adobe in a research report on Wednesday, January 14th. One analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, twelve have issued a Hold rating and three have given a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus target price of $392.76.

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.