ABN AMRO Bank N.V. Acquires 2,139 Shares of Adobe Inc. $ADBE

ABN AMRO Bank N.V. raised its holdings in shares of Adobe Inc. (NASDAQ:ADBE) by 4.7% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 47,261 shares of the software company’s stock after purchasing an additional 2,139 shares during the quarter. ABN AMRO Bank N.V.’s holdings in Adobe were worth $16,614,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently modified their holdings of the stock. Bessemer Group Inc. raised its position in shares of Adobe by 13.2% in the third quarter. Bessemer Group Inc. now owns 19,720 shares of the software company’s stock valued at $6,956,000 after purchasing an additional 2,297 shares during the period. Cullen Capital Management LLC acquired a new position in Adobe in the 3rd quarter valued at about $1,075,000. SBI Securities Co. Ltd. grew its stake in Adobe by 6.4% in the 3rd quarter. SBI Securities Co. Ltd. now owns 8,408 shares of the software company’s stock valued at $2,966,000 after buying an additional 503 shares during the last quarter. Ramsay Stattman Vela & Price Inc. raised its holdings in Adobe by 0.6% in the 3rd quarter. Ramsay Stattman Vela & Price Inc. now owns 12,160 shares of the software company’s stock valued at $4,289,000 after acquiring an additional 70 shares during the period. Finally, Optimize Financial Inc acquired a new stake in Adobe during the third quarter worth approximately $321,000. 81.79% of the stock is currently owned by institutional investors and hedge funds.

Adobe Stock Up 2.9%

ADBE stock opened at $279.71 on Thursday. Adobe Inc. has a 52 week low of $264.04 and a 52 week high of $465.70. The business has a 50-day simple moving average of $326.53 and a 200 day simple moving average of $340.06. 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 cap of $114.82 billion, a PE ratio of 16.74, a price-to-earnings-growth ratio of 1.07 and a beta of 1.51.

Adobe (NASDAQ:ADBE) last released 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 firm had revenue of $6.19 billion for the quarter, compared to analyst estimates of $6.11 billion. Adobe had a net margin of 30.00% and a return on equity of 61.28%. The business’s quarterly revenue was up 10.5% compared to the same quarter last year. During the same period last year, the firm 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. Sell-side analysts anticipate that Adobe Inc. will post 16.65 EPS for the current fiscal year.

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 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 directly owned 41,995 shares in the company, 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 document filed with the Securities & Exchange Commission, which is available at this link. 0.16% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

ADBE has been the topic of several research reports. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $430.00 target price on shares of Adobe in a research report on Thursday, December 11th. Oppenheimer lowered Adobe from an “outperform” rating to a “market perform” rating in a report on Tuesday, January 13th. Barclays reiterated an “overweight” rating and set a $415.00 price objective on shares of Adobe in a research report on Friday, December 5th. Weiss Ratings cut shares of Adobe from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Monday. Finally, Citigroup raised their price target on shares of Adobe from $366.00 to $387.00 and gave the stock a “neutral” rating in a research report on Wednesday, December 17th. One equities research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, eleven have issued a Hold rating and five have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Hold” and an average target price of $391.81.

Trending Headlines about Adobe

Here are the key news stories impacting Adobe this week:

• Positive Sentiment: Adobe reversed course on plans to discontinue Adobe Animate after broad community backlash, putting the app into “maintenance mode” — a quick PR/operational fix that removed a key headline risk and likely helped calm creative customers. Adobe actually won’t discontinue Animate
• Positive Sentiment: Semrush shareholders approved the merger agreement with Adobe, advancing a strategic acquisition that can bolster Adobe’s marketing analytics and advertising offerings. That M&A progress supports longer-term growth optionality. Semrush Shareholders Approve Merger Agreement with Adobe
• Positive Sentiment: Adobe expanded its Cognizant AI partnership, a commercial move that could accelerate enterprise adoption of Adobe’s AI tools and support revenue diversification beyond creative suites. Adobe’s Expanded Cognizant AI Partnership Might Change The Case For Investing In Adobe (ADBE)
• Neutral Sentiment: Broader software-sector selling pressure and debate over AI leaders (e.g., Anthropic/Claude capabilities) continue to weigh on multiples; some of Adobe’s moves reflect sector dynamics, not company-specific weakness. Why Software Is Facing A Market Sell-Off
• Neutral Sentiment: Market commentary cautions against “bottom-feeding” in sell-offs, a reminder that today’s bounce may be part of a broader, volatile re-pricing in tech names. Do Stock Sell-Offs Pay Off?
• Negative Sentiment: Adobe materially increased ad spending (reported ~$1.4B) as competition from AI tools rises — investors see rising marketing spend as a signal that organic demand/GTM is under strain, which can pressure margins and near-term EPS. Adobe boosts ad spending to $1.4 billion to attack fear over AI
• Negative Sentiment: Several sell-side firms cut price targets or ratings (UBS, Baird, BMO) citing slower AI monetization and tougher comps, adding technical downward pressure and reducing near-term analyst support. UBS, Baird Lower PT on Adobe (ADBE)
• Negative Sentiment: Stock recently hit 52-week lows and dropped materially in prior sessions amid sector weakness and worries over product strategy — a reminder that investor confidence is fragile despite today’s rebound. Is Adobe Stock Now A Falling Knife?
• Negative Sentiment: The initial announcement to retire Adobe Animate (before the reversal) triggered significant backlash and negative publicity — evidence that execution missteps on legacy products can quickly erode goodwill with creative customers. Adobe Ends Animate, Abandoning Millions Of Artists Amid AI Push

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.