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

Mitsubishi UFJ Asset Management Co. Ltd. grew its stake in Adobe Inc. (NASDAQ:ADBE) by 3.3% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm 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.’s holdings in Adobe were worth $309,922,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also modified their holdings of ADBE. LSV Asset Management lifted its position in Adobe by 350.0% during the second quarter. LSV Asset Management now owns 72 shares of the software company’s stock worth $28,000 after acquiring an additional 56 shares during the last quarter. Horizon Financial Services LLC increased its stake in shares of Adobe by 4,000.0% during the second 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. acquired a new stake in Adobe during the 2nd quarter worth approximately $35,000. Howard Hughes Medical Institute bought a new stake in Adobe in the 2nd quarter valued at $36,000. Finally, Heartwood Wealth Advisors LLC acquired a new position in Adobe in the 3rd quarter valued at $35,000. Institutional investors own 81.79% of the company’s stock.

Wall Street Analyst Weigh In

ADBE has been the subject of a number of research reports. TD Cowen dropped their target price on Adobe from $420.00 to $400.00 and set a “hold” rating for the company in a report on Thursday, December 11th. BMO Capital Markets cut shares of Adobe from an “outperform” rating to a “market perform” rating and dropped their price objective for the stock from $400.00 to $375.00 in a research note on Friday, January 9th. UBS Group decreased their target price on shares of Adobe from $375.00 to $340.00 and set a “neutral” rating on the stock in a research report on Monday, January 26th. 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, Jefferies Financial Group reduced their price target on shares of Adobe from $400.00 to $290.00 and set a “hold” rating on the stock in a research note on Monday. One equities research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, twelve have issued a Hold rating and three have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus target price of $392.76.

Adobe Stock Performance

Shares of ADBE opened at $257.81 on Thursday. The firm’s fifty day simple moving average is $303.45 and its two-hundred day simple moving average is $329.92. The stock has a market capitalization of $105.83 billion, a P/E ratio of 15.43, a price-to-earnings-growth ratio of 1.00 and a beta of 1.51. The company has a current ratio of 1.00, a quick ratio of 1.00 and a debt-to-equity ratio of 0.53. Adobe Inc. has a 12 month low of $244.28 and a 12 month high of $453.26.

Adobe (NASDAQ:ADBE) last posted its quarterly earnings results on Wednesday, December 10th. The software company reported $5.50 earnings per share for the quarter, topping analysts’ consensus estimates of $5.40 by $0.10. The business 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 firm’s revenue for the quarter was up 10.5% on a year-over-year basis. During the same period in the prior 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. As a group, analysts predict that Adobe Inc. will post 16.65 EPS for the current year.

Key Headlines Impacting Adobe

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?

Insider Buying and Selling

In related news, CFO Daniel Durn sold 1,646 shares of Adobe stock in a transaction 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 sale, the chief financial officer directly owned 41,995 shares in the company, valued at approximately $12,382,225.75. This trade represents 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 this link. Company insiders own 0.16% of the company’s stock.

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.