Capital International Inc. CA Acquires 3,752 Shares of Adobe Inc. $ADBE

Capital International Inc. CA raised its holdings in Adobe Inc. (NASDAQ:ADBE) by 30.9% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 15,879 shares of the software company’s stock after acquiring an additional 3,752 shares during the period. Capital International Inc. CA’s holdings in Adobe were worth $5,601,000 at the end of the most recent quarter.

Several other institutional investors have also recently bought and sold shares of ADBE. LSV Asset Management grew its holdings in shares of Adobe by 350.0% during the 2nd quarter. LSV Asset Management now owns 72 shares of the software company’s stock valued at $28,000 after purchasing an additional 56 shares during the last quarter. Caitlin John LLC bought a new position in Adobe in the 3rd quarter valued at approximately $28,000. Horizon Financial Services LLC boosted its position in Adobe by 4,000.0% in the second quarter. Horizon Financial Services LLC now owns 82 shares of the software company’s stock valued at $32,000 after buying an additional 80 shares in the last quarter. Total Investment Management Inc. acquired a new stake in Adobe in the second quarter valued at approximately $35,000. Finally, Howard Hughes Medical Institute acquired a new stake in Adobe in the second quarter valued at approximately $36,000. Institutional investors and hedge funds own 81.79% of the company’s stock.

Trending Headlines about Adobe

Here are the key news stories impacting Adobe this week:

• Positive Sentiment: Expanded MLB partnership positions Adobe to sell enterprise AI tools to a major sports media partner, showing commercial demand for Adobe’s AI stack and potential recurring revenue opportunities. Adobe, MLB Expand Partnership To Power AI-Driven Fan Experiences
• Positive Sentiment: Product rollouts — Adobe is pushing conversational AI editing in Photoshop and enhancements to Firefly (image editing) that could accelerate adoption and upsells across Creative Cloud. These help the company demonstrate AI-driven product-led growth. Adobe Rolls Out Smarter AI Image Editing In Photoshop And Firefly
• Neutral Sentiment: Q1 earnings preview: Street expectations show revenue in the ~\$6.2–6.3B range and heightened focus on whether AI features are driving net-new growth or simply shifting usage. Results and commentary on AI monetization will likely drive the next directional move. Adobe Q1 earnings on deck: What to expect
• Neutral Sentiment: Options market is pricing a significant post-earnings move — implied volatility suggests traders expect material earnings-driven share movement, increasing short-term trading risk/reward. Keep an eye on implied move and realized volatility after the report. Here’s How Much Adobe Stock Is Expected to Move After Earnings
• Negative Sentiment: Analyst downgrades and target cuts (TD Cowen cut its PT to \$325 from \$400 and moved to a “hold”) have pressured the stock, reflecting worries about growth deceleration and higher expectations for AI-related margin or monetization headwinds. Adobe Stock Drops As Analyst Cuts Target On Growth Concerns
• Negative Sentiment: Market narrative: coverage pieces flag an “AI disruption trade” that has driven large multi-month share declines as investors question whether generative-AI lowers prices for creative tools or boosts Adobe’s TAM — this narrative has amplified selling ahead of earnings. Adobe Q1 preview: Stock down 38% on ‘AI disruption trade’
• Negative Sentiment: Short interest rose in February to roughly 14.3M shares (~3.5% of float), increasing potential volatility and downside pressure into the print (days-to-cover ~2.9). This can exacerbate moves if sentiment deteriorates.

Insider Buying and Selling at Adobe

In other news, CFO Daniel Durn sold 1,646 shares of Adobe stock in a transaction on Tuesday, January 27th. The shares were sold at an average price of $294.85, for a total value of $485,323.10. Following the completion of the sale, the chief financial officer owned 41,995 shares in the company, valued at $12,382,225.75. The trade was a 3.77% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. 0.20% of the stock is owned by corporate insiders.

Adobe Stock Down 0.5%

Shares of Adobe stock opened at $273.70 on Thursday. The stock’s 50-day moving average is $287.17 and its 200 day moving average is $324.39. Adobe Inc. has a one year low of $244.28 and a one year high of $443.90. The firm has a market cap of $112.35 billion, a price-to-earnings ratio of 16.38, a PEG ratio of 1.08 and a beta of 1.53. The company has a debt-to-equity ratio of 0.53, a current ratio of 1.00 and a quick ratio of 1.00.

Adobe (NASDAQ:ADBE) last issued its 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 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 revenue for the quarter was up 10.5% on a year-over-year basis. During the same period in the previous year, the company posted $4.81 earnings per share. Equities research analysts anticipate that Adobe Inc. will post 16.65 EPS for the current year.

Analyst Upgrades and Downgrades

Several brokerages have recently issued reports on ADBE. Citigroup lowered their price target on shares of Adobe from $387.00 to $315.00 and set a “neutral” rating for the company in a report on Friday, March 6th. Barclays cut their price objective on Adobe from $415.00 to $335.00 and set an “overweight” rating on the stock in a report on Wednesday, March 4th. Stifel Nicolaus lowered their target price on Adobe from $480.00 to $450.00 and set a “buy” rating for the company in a report on Tuesday, December 9th. Wolfe Research dropped their target price on Adobe from $450.00 to $440.00 and set an “outperform” rating for the company in a research report on Thursday, December 11th. Finally, The Goldman Sachs Group started coverage on Adobe in a research note on Monday, January 12th. They set a “sell” rating and a $290.00 price target on the stock. One research 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 issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Hold” and an average price target of $383.08.

Adobe 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.