Schroder Investment Management Group Has $833.75 Million Holdings in Adobe Inc. $ADBE

Schroder Investment Management Group increased its holdings in shares of Adobe Inc. (NASDAQ:ADBE) by 10.6% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 2,363,577 shares of the software company’s stock after acquiring an additional 225,853 shares during the period. Adobe accounts for approximately 0.7% of Schroder Investment Management Group’s portfolio, making the stock its 26th biggest position. Schroder Investment Management Group’s holdings in Adobe were worth $833,752,000 as of its most recent SEC filing.

Other hedge funds have also added to or reduced their stakes in the company. Brighton Jones LLC raised its holdings in Adobe by 2.1% during the fourth quarter. Brighton Jones LLC now owns 8,068 shares of the software company’s stock worth $3,588,000 after acquiring an additional 167 shares in the last quarter. Sivia Capital Partners LLC raised its stake in shares of Adobe by 25.5% during the 2nd quarter. Sivia Capital Partners LLC now owns 2,394 shares of the software company’s stock worth $926,000 after purchasing an additional 486 shares in the last quarter. United Bank raised its stake in shares of Adobe by 12.8% during the 2nd quarter. United Bank now owns 3,773 shares of the software company’s stock worth $1,460,000 after purchasing an additional 428 shares in the last quarter. Schnieders Capital Management LLC. boosted its holdings in shares of Adobe by 7.8% in the 2nd quarter. Schnieders Capital Management LLC. now owns 2,630 shares of the software company’s stock valued at $1,017,000 after buying an additional 190 shares during the last quarter. Finally, Vestmark Advisory Solutions Inc. grew its stake in shares of Adobe by 31.8% in the second quarter. Vestmark Advisory Solutions Inc. now owns 6,577 shares of the software company’s stock valued at $2,545,000 after buying an additional 1,585 shares in the last quarter. Institutional investors own 81.79% of the company’s stock.

Adobe Trading Up 0.7%

Shares of ADBE stock opened at $283.62 on Monday. The firm has a 50 day moving average price of $291.65 and a two-hundred day moving average price of $325.86. 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 company has a market capitalization of $116.43 billion, a PE ratio of 16.97, a price-to-earnings-growth ratio of 1.12 and a beta of 1.53. Adobe Inc. has a 12-month low of $244.28 and a 12-month high of $452.51.

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 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 quarter in the prior year, the business 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, analysts predict that Adobe Inc. will post 16.65 earnings per share for the current year.

Wall Street Analyst Weigh In

A number of analysts have commented on ADBE shares. Piper Sandler reiterated a “neutral” rating on shares of Adobe in a research note on Wednesday. Barclays reduced their price target on Adobe from $415.00 to $335.00 and set an “overweight” rating for the company in a report on Wednesday, March 4th. The Goldman Sachs Group assumed coverage on Adobe in a research note on Monday, January 12th. They issued a “sell” rating and a $290.00 price objective on the stock. Jefferies Financial Group cut their price objective on Adobe from $400.00 to $290.00 and set a “hold” rating for the company in a research report on Monday, February 23rd. Finally, Wall Street Zen raised Adobe from a “hold” rating to a “buy” rating in a report on Saturday. One research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, eleven have given a Hold rating and four have issued a Sell rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Hold” and an average price target of $386.68.

Insiders Place Their Bets

In other 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 completion of the sale, the chief financial officer owned 41,995 shares of the company’s stock, valued at approximately $12,382,225.75. This trade represents a 3.77% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 0.20% of the stock is owned by insiders.

Key Headlines Impacting Adobe

Here are the key news stories impacting Adobe this week:

• Positive Sentiment: Adobe expanded a multi‑year partnership with Major League Baseball to power next‑generation digital fan experiences — a commercial win that underscores Adobe’s enterprise demand for marketing, content and experience tools. Adobe and Major League Baseball Expand Partnership
• Positive Sentiment: Reports that investor Michael Burry has taken a significant new position in Adobe are fueling contrarian interest and a re‑rating debate around Adobe’s AI transition and valuation, supporting buying interest. Michael Burry Backs Adobe As AI Transition Meets Deep Value Debate
• Neutral Sentiment: Multiple outlets flag Adobe and other big tech names on this week’s earnings and macro calendar — investors are focused on CPI/PCE inflation prints that could influence Fed policy and tech multiples ahead of Adobe’s report. Oracle, Adobe Earnings and Inflation Data: What to Watch This Week
• Neutral Sentiment: Pre‑earnings coverage highlights that Adobe faces a critical Q1 test after a multi‑quarter pullback; analysts are split on near‑term AI monetization vs. valuation risks. Adobe Stock Faces Critical Q1 Earnings Test
• Negative Sentiment: Citigroup cut its price target on Adobe to $315, signaling lowered analyst expectations and adding downward pressure on sentiment. Citigroup Cuts Adobe Price Target
• Negative Sentiment: Sen. John Boozman sold shares of Adobe, an insider sale that can be read by some investors as a small negative signal on near‑term confidence. Sen. John Boozman Sells Off Shares of Adobe
• Negative Sentiment: Coverage noting rating downgrades and lingering worries about AI competition and execution suggests downside risk if Adobe’s Q1 results or guidance disappoint. Adobe: The Problems Could Be Bigger Than We Think

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.