Vanguard Group Inc. Boosts Stake in Adobe Inc. $ADBE

Vanguard Group Inc. lifted its holdings in shares of Adobe Inc. (NASDAQ:ADBE) by 0.8% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 41,369,395 shares of the software company’s stock after acquiring an additional 344,816 shares during the quarter. Vanguard Group Inc. owned 0.10% of Adobe worth $14,593,054,000 as of its most recent filing with the SEC.

Several other institutional investors have also modified their holdings of ADBE. AFT Forsyth & Company Inc. boosted its holdings in Adobe by 14.6% in the third quarter. AFT Forsyth & Company Inc. now owns 4,451 shares of the software company’s stock valued at $1,570,000 after purchasing an additional 568 shares during the last quarter. Smithfield Trust Co increased its holdings in Adobe by 8.0% during the 3rd quarter. Smithfield Trust Co now owns 3,462 shares of the software company’s stock worth $1,224,000 after purchasing an additional 257 shares during the last quarter. State of New Jersey Common Pension Fund D raised its position in shares of Adobe by 3.5% in the 3rd quarter. State of New Jersey Common Pension Fund D now owns 148,709 shares of the software company’s stock valued at $52,457,000 after purchasing an additional 4,961 shares in the last quarter. Conscious Wealth Investments LLC boosted its stake in shares of Adobe by 6.6% during the 3rd quarter. Conscious Wealth Investments LLC now owns 9,183 shares of the software company’s stock valued at $3,125,000 after buying an additional 572 shares during the last quarter. Finally, Troy Asset Management Ltd boosted its stake in shares of Adobe by 0.4% during the 3rd quarter. Troy Asset Management Ltd now owns 527,322 shares of the software company’s stock valued at $186,013,000 after buying an additional 2,057 shares during the last quarter. Institutional investors and hedge funds own 81.79% of the company’s stock.

Adobe Stock Performance

Shares of NASDAQ ADBE opened at $263.97 on Monday. The company has a quick ratio of 1.00, a current ratio of 1.00 and a debt-to-equity ratio of 0.53. The firm’s 50-day moving average price is $317.89 and its two-hundred day moving average price is $334.66. Adobe Inc. has a 52-week low of $251.10 and a 52-week high of $464.99. The stock has a market capitalization of $108.36 billion, a P/E ratio of 15.80, a P/E/G ratio of 1.04 and a beta of 1.51.

Adobe (NASDAQ:ADBE) last posted its 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. The company had revenue of $6.19 billion during the quarter, compared to analyst estimates of $6.11 billion. Adobe had a return on equity of 61.28% and a net margin of 30.00%.The business’s revenue was up 10.5% compared to the same quarter last year. During the same period in the prior year, the company earned $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. As a group, sell-side analysts forecast that Adobe Inc. will post 16.65 earnings per share for the current year.

Key Stories Impacting Adobe

Here are the key news stories impacting Adobe this week:

• Positive Sentiment: Adobe reported a recent quarter that beat estimates and provided solid FY‑2026 and Q1 guidance, underpinning its cash flow and margins — a primary bullish catalyst for valuation recovery.
• Positive Sentiment: Bullish research/opinion pieces argue Adobe is materially undervalued and present buy cases highlighting its durable SaaS economics and franchise strength. Adobe: Outstanding Business At Outstanding Price
• Positive Sentiment: Adobe deepened its alliance with Cognizant to accelerate enterprise generative‑AI adoption — a strategic partnership that could help drive enterprise SaaS revenues and offset competitive threats. Adobe Deepens Cognizant Alliance To Push Enterprise Generative AI Adoption
• Neutral Sentiment: Zacks and other media note that Adobe is a trending stock and summarize factors investors should monitor (valuation, AI exposure, product momentum) without a definitive directional signal. Here is What to Know Beyond Why Adobe Inc. (ADBE) is a Trending Stock
• Neutral Sentiment: Brokerage consensus remains around a “Hold” average rating — suggests mixed views and limited near‑term conviction from sell‑side. Adobe Inc. (NASDAQ:ADBE) Given Average Rating of “Hold” by Brokerages
• Neutral Sentiment: Short‑interest reports in the feed show zero/NaN values and a 0.0 days‑to‑cover figure — this looks like a data anomaly and shouldn’t be read as a real change in positioning.
• Negative Sentiment: Analysts have been downgrading Adobe amid fears that generative AI could disrupt parts of its business, and some research houses have reiterated sell calls — creating nearer‑term selling pressure. Analysts are downgrading Adobe Inc. (ADBE), Here’s What You Should Know
• Negative Sentiment: Sector headlines and commentators point to a tech/software sell‑off driven by AI fears and macro uncertainties; Adobe has traded off with peers and has posted steeper declines at times. 3 Historically Cheap Software Stocks Begging to Be Bought Amid the Recent Tech Rout AI wreaking havoc across software stocks, job losses might follow: Tom Lee
• Negative Sentiment: Recent market coverage notes Adobe has at times fallen faster than the broader market, reflecting heightened investor sensitivity to sector risk. Adobe Systems (ADBE) Falls More Steeply Than Broader Market

Analyst Ratings Changes

A number of analysts recently issued reports on the stock. UBS Group dropped their price target on shares of Adobe from $375.00 to $340.00 and set a “neutral” rating for the company in a research note on Monday, January 26th. Oppenheimer lowered shares of Adobe from an “outperform” rating to a “market perform” rating in a report on Tuesday, January 13th. Barclays restated an “overweight” rating and issued a $415.00 target price on shares of Adobe in a research note on Friday, December 5th. Wells Fargo & Company reduced their price target on shares of Adobe from $470.00 to $420.00 and set an “overweight” rating on the stock in a research report on Thursday, November 20th. Finally, Weiss Ratings cut Adobe from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Monday, February 2nd. One investment analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, eleven have given a Hold rating and four have given a Sell rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Hold” and an average target price of $397.16.

Insiders Place Their Bets

In other news, CFO Daniel Durn sold 1,646 shares of the business’s stock in a transaction on Tuesday, January 27th. The shares were sold at an average price of $294.85, for a total transaction of $485,323.10. Following the completion of the transaction, the chief financial officer owned 41,995 shares of the company’s stock, valued at approximately $12,382,225.75. The trade was a 3.77% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. 0.16% of the stock is owned by corporate insiders.

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.