Mn Services Vermogensbeheer B.V. Grows Stock Holdings in Adobe Inc. $ADBE

Mn Services Vermogensbeheer B.V. grew its position in shares of Adobe Inc. (NASDAQ:ADBE) by 1.8% during the third quarter, HoldingsChannel reports. The institutional investor owned 162,174 shares of the software company’s stock after purchasing an additional 2,800 shares during the period. Mn Services Vermogensbeheer B.V.’s holdings in Adobe were worth $57,207,000 as of its most recent SEC filing.

A number of other large investors have also added to or reduced their stakes in ADBE. Norges Bank purchased a new position in shares of Adobe during the 2nd quarter worth $2,029,950,000. Invesco Ltd. raised its stake in Adobe by 16.1% during the 2nd quarter. Invesco Ltd. now owns 4,407,162 shares of the software company’s stock worth $1,705,043,000 after acquiring an additional 610,215 shares during the period. Arrowstreet Capital Limited Partnership lifted its holdings in Adobe by 17.6% during the second quarter. Arrowstreet Capital Limited Partnership now owns 3,664,151 shares of the software company’s stock valued at $1,417,587,000 after purchasing an additional 548,903 shares in the last quarter. Charles Schwab Investment Management Inc. lifted its holdings in Adobe by 0.8% during the second quarter. Charles Schwab Investment Management Inc. now owns 2,922,630 shares of the software company’s stock valued at $1,130,707,000 after purchasing an additional 24,333 shares in the last quarter. Finally, Schroder Investment Management Group boosted its position in shares of Adobe by 3.8% in the second quarter. Schroder Investment Management Group now owns 2,137,724 shares of the software company’s stock worth $827,043,000 after purchasing an additional 78,186 shares during the period. Institutional investors own 81.79% of the company’s stock.

Insider Buying and Selling at Adobe

In related news, CAO Jillian Forusz sold 149 shares of the firm’s stock in a transaction that occurred on Friday, October 31st. The stock was sold at an average price of $337.88, for a total transaction of $50,344.12. Following the completion of the sale, the chief accounting officer directly owned 3,426 shares of the company’s stock, valued at approximately $1,157,576.88. This trade represents a 4.17% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders own 0.16% of the company’s stock.

Wall Street Analyst Weigh In

ADBE has been the topic of a number of analyst reports. BMO Capital Markets cut shares of Adobe from an “outperform” rating to a “market perform” rating and lowered their target price for the company from $400.00 to $375.00 in a research note on Friday, January 9th. Barclays reiterated an “overweight” rating and set a $415.00 target price on shares of Adobe in a research report on Friday, December 5th. The Goldman Sachs Group assumed coverage on shares of Adobe in a report on Monday, January 12th. They issued a “sell” rating and a $290.00 target price on the stock. Wolfe Research cut their target price on shares of Adobe from $450.00 to $440.00 and set an “outperform” rating for the company in a research note on Thursday, December 11th. Finally, Jefferies Financial Group cut Adobe from a “buy” rating to a “hold” rating and reduced their target price for the stock from $500.00 to $400.00 in a report on Monday, January 5th. One research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, eleven have given a Hold rating and four have issued a Sell rating to the stock. According to data from MarketBeat, Adobe currently has a consensus 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’s Firefly Foundry — an “IP-safe” generative-AI offering — has attracted support from talent agencies, VFX houses and filmmakers, strengthening adoption prospects in entertainment and increasing potential enterprise/subscription demand. Adobe’s Firefly Foundry AI Offering Draws Support From Talent Agencies, Filmmakers, VFX Houses & Others
• Positive Sentiment: Adobe rolled out a major AI push for Acrobat and Express (chat-based PDF editing, turning PDFs into podcasts/slides, and other automation), which can drive higher MAUs, stickiness and upsell opportunities across document and consumer app users. Adobe supercharges Acrobat and Express with AI: List of features and all you need to know
• Positive Sentiment: Specific Acrobat upgrades (chat-based editing, audio/podcast generation from PDFs) are aimed at expanding enterprise/document workflows and monetizable premium features. These product moves are concrete monetization levers rather than vague R&D. Adobe Acrobat now lets you edit PDFs by chatting with its AI Assistant
• Positive Sentiment: Adobe highlighted a slate of professional filmmakers adopting Firefly Foundry to overhaul production workflows — signaling B2B/enterprise traction in high-value media production use cases. Adobe reveals a new slate of pro filmmakers using Firefly Foundry to overhaul production workflows
• Positive Sentiment: Operational signals: Digital Media revenues are showing traction—AI-powered Acrobat and Express drove ~11% Digital Media growth and >15% MAU gains in FY25—supporting upside to recurring-revenue estimates. Adobe’s Digital Media Revenues Gain Traction: What’s the Path Ahead?
• Neutral Sentiment: Upcoming earnings preview: analysts expect double‑digit EPS growth in the near-term — results/guidance will be the next major catalyst and could widen intraday moves. Earnings Preview: What To Expect From Adobe’s Report
• Negative Sentiment: Market skepticism persists: recent analyst headlines and commentary (TalkMarkets, Jim Cramer mentions) highlight concerns that the stock’s decline could reflect execution risks, valuation re-rating or disappointment on monetization speed of AI features. Adobe Stock Price Crash Supercharges: Is It A Bargain Or A Value Trap?
• Negative Sentiment: Technicals and sentiment remain headwinds: ADBE sits well below its 50- and 200-day moving averages and has seen significant YTD/1‑yr share declines, which can amplify downside if upcoming results or guidance disappoint. Jim Cramer Reveals Why He Might Cancel His Adobe (ADBE) Subscription

Adobe Price Performance

Adobe stock opened at $301.07 on Friday. Adobe Inc. has a 12-month low of $288.33 and a 12-month high of $465.70. 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 firm has a 50-day moving average price of $331.10 and a 200-day moving average price of $344.53. The firm has a market capitalization of $123.59 billion, a PE ratio of 18.02, a price-to-earnings-growth ratio of 1.18 and a beta of 1.53.

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

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.