2,037 Shares in Adobe Inc. $ADBE Acquired by Tempus Wealth Planning LLC

Tempus Wealth Planning LLC acquired a new stake in Adobe Inc. (NASDAQ:ADBE) in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired 2,037 shares of the software company’s stock, valued at approximately $719,000.

Other institutional investors also recently bought and sold shares of the company. Waterfront Wealth Inc. grew its holdings in Adobe by 42.2% in the third quarter. Waterfront Wealth Inc. now owns 3,682 shares of the software company’s stock valued at $1,306,000 after purchasing an additional 1,092 shares during the last quarter. Diamond Hill Capital Management Inc. boosted its position in shares of Adobe by 20.6% in the 3rd quarter. Diamond Hill Capital Management Inc. now owns 1,024,473 shares of the software company’s stock worth $361,383,000 after buying an additional 174,891 shares in the last quarter. Fortune Financial Advisors LLC grew its stake in Adobe by 2.1% in the 3rd quarter. Fortune Financial Advisors LLC now owns 2,583 shares of the software company’s stock valued at $911,000 after acquiring an additional 54 shares during the last quarter. Plato Investment Management Ltd increased its holdings in Adobe by 22.4% during the 3rd quarter. Plato Investment Management Ltd now owns 19,220 shares of the software company’s stock valued at $6,728,000 after acquiring an additional 3,518 shares in the last quarter. Finally, Quaker Wealth Management LLC increased its holdings in Adobe by 18.8% during the 3rd quarter. Quaker Wealth Management LLC now owns 536 shares of the software company’s stock valued at $189,000 after acquiring an additional 85 shares in the last quarter. 81.79% of the stock is currently owned by hedge funds and other institutional investors.

Adobe News Summary

Here are the key news stories impacting Adobe this week:

• Positive Sentiment: Adobe reversed its decision to discontinue Adobe Animate and moved the app to maintenance mode after heavy creator backlash — a move that removes a key PR overhang and reduces the risk of customer churn in creative communities. After backlash, Adobe cancels Adobe Animate shutdown and puts app on ‘maintenance mode’
• Positive Sentiment: An analyst action: Piper Sandler moved Adobe to a “hold” rating, which supports the argument that sellside views are stabilizing after the stock’s large decline. This is modestly supportive for near-term sentiment. Zacks / TickerReport coverage of Piper Sandler upgrade
• Positive Sentiment: Some outlets highlight a bull case and recent session gains (coverage noting intraday upticks), reflecting that selective buyers are viewing the recent pullback as a buying opportunity. Adobe Systems (ADBE) Increases Despite Market Slip
• Neutral Sentiment: Analyst surveys note Adobe has underperformed the market over the past year but sentiment is “cautiously optimistic” — this keeps expectations mixed and suggests analysts see recovery potential but not an imminent re-rating. Adobe Stock: Analyst Estimates & Ratings
• Neutral Sentiment: Long-form takeaways assessing whether the >50% decline since 2024 is a buying opportunity provide frameworks for investors (marketing spend up, AI strategy emphasized), but they are opinion pieces rather than new corporate developments. Adobe (ADBE) Stock: Is This 50% Drop a Buying Opportunity?
• Neutral Sentiment: A legislative note lists Adobe among companies likely to engage with major U.S. sporting events (sponsorship/promotional opportunities). This is peripheral and not an immediate earnings driver. New Bill: Senator Jacky Rosen introduces S. 3676
• Negative Sentiment: Wider software-sector selloff tied to accelerating AI competition and fresh model releases (plus new Anthropic tools) has pressured large software names, amplifying fear of AI-driven disruption and prompting sector rotation out of higher-multiple names like Adobe. Software Stocks Selloff: What’s Behind the Rout?
• Negative Sentiment: Initial reports that Adobe would end Animate sparked creator outrage and likely contributed to short-term selling before the reversal — a reminder that product missteps or communication errors can meaningfully affect sentiment. Adobe Ends Animate, Abandoning Millions Of Artists Amid AI Push
• Negative Sentiment: Headline pieces summarizing why ADBE is trading down reiterate the mix of macro/sector weakness, AI competition fears, and company-specific PR noise that are keeping buyers cautious. Adobe (ADBE) stock trades down, here is why

Adobe Trading Down 0.4%

Shares of ADBE opened at $268.38 on Monday. Adobe Inc. has a twelve month low of $264.04 and a twelve month high of $465.70. The firm has a market capitalization of $110.17 billion, a P/E ratio of 16.06, a price-to-earnings-growth ratio of 1.06 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. The stock’s fifty day simple moving average is $324.53 and its 200 day simple moving average is $338.40.

Adobe (NASDAQ:ADBE) last posted its quarterly earnings results on Wednesday, December 10th. The software company reported $5.50 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $5.40 by $0.10. The firm had revenue of $6.19 billion during 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 quarterly revenue was up 10.5% compared to the same quarter last year. During the same quarter in the previous 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. On average, equities research analysts forecast that Adobe Inc. will post 16.65 earnings per share for the current year.

Insider Buying and Selling

In other Adobe news, CFO Daniel Durn sold 1,646 shares of Adobe 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 transaction, the chief financial officer directly owned 41,995 shares of the company’s stock, 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 filing with the SEC, which is accessible through this hyperlink. Insiders own 0.16% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts have issued reports on the stock. 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 report on Thursday, November 20th. Mizuho reduced their target price on Adobe from $410.00 to $390.00 and set an “outperform” rating on the stock in a research note on Thursday, November 20th. BMO Capital Markets cut 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 report on Friday, January 9th. Weiss Ratings cut Adobe from a “hold (c-)” rating to a “sell (d+)” rating in a report on Monday, February 2nd. Finally, Wolfe Research reduced their price objective on Adobe from $450.00 to $440.00 and set an “outperform” rating on the stock in a research report on Thursday, December 11th. One investment analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, eleven have assigned a Hold rating and four have assigned a Sell rating to the company. Based on data from MarketBeat, the stock has an average rating of “Hold” and an average target price of $401.13.

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.