Allspring Global Investments Holdings LLC Lowers Stake in Adobe Inc. $ADBE

Allspring Global Investments Holdings LLC lessened its holdings in Adobe Inc. (NASDAQ:ADBE) by 22.8% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 129,633 shares of the software company’s stock after selling 38,313 shares during the quarter. Allspring Global Investments Holdings LLC’s holdings in Adobe were worth $43,207,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also made changes to their positions in ADBE. Measured Wealth Private Client Group LLC bought a new position in shares of Adobe in the third quarter worth approximately $26,000. Caitlin John LLC purchased a new stake in Adobe during the 3rd quarter valued at $28,000. Beacon Financial Strategies CORP bought a new stake in shares of Adobe in the 4th quarter worth $28,000. KERR FINANCIAL PLANNING Corp purchased a new position in shares of Adobe in the third quarter worth $27,000. Finally, Total Investment Management Inc. purchased a new position in shares of Adobe in the second quarter worth $35,000. Institutional investors own 81.79% of the company’s stock.

Adobe News Summary

Here are the key news stories impacting Adobe this week:

• Positive Sentiment: Bridgewater/Ray Dalio exposure signals institutional confidence in Adobe’s long-term story; Dalio-led Bridgewater has held ADBE in 13F filings historically, which can attract investor interest and support valuation. Billionaire Ray Dalio Is Buying This Software Stock
• Positive Sentiment: Omnicom’s launch of a unified Adobe practice (through Credera/LeapPoint) expands Adobe’s enterprise integration and channel reach, potentially increasing enterprise seat sales and implementation projects. Omnicom’s Transformation Consultancy Strengthens Capabilities with the Launch of Unified Adobe Practice
• Positive Sentiment: Product momentum: Adobe’s launch of “Turntable” in Illustrator and continued Firefly custom AI model development strengthen its creative-product roadmap and stickiness with creatives — supports monetization and differentiation vs. new AI entrants. Adobe launches Turntable in Illustrator What makes Adobe Firefly’s custom AI models so exciting for creatives
• Neutral Sentiment: Analyst/investor commentary labels Adobe as undervalued or a value pick in some lists — this can attract long‑term buyers but may take time to move the stock absent stronger near‑term catalysts. 5 Most Undervalued Value Stocks to Buy Right Now
• Negative Sentiment: Despite a recent beat (quarterly EPS and revenue topped estimates and Adobe set FY‑2026 guidance), the stock was sluggish after earnings — suggests the market is already pricing future growth/AI execution risks into the shares. Adobe Is Posting Promising Earnings But The Good News Doesn’t Stop There
• Negative Sentiment: Macro/competitive concern: Coverage questioning whether the creative economy still needs Adobe in the AI era raises execution risk — investors may be cautious until Adobe proves monetization of AI features and defends its moat. Adobe faces an AI-era test of whether the creative economy still needs it
• Negative Sentiment: Sector pressure: a broader software-stock selloff is weighing on Adobe along with peers; even company‑specific positives can be muted when sentiment in the group is weak. Software Stocks: Values or Traps?

Analyst Ratings Changes

ADBE has been the topic of several recent analyst reports. Jefferies Financial Group dropped their price objective on Adobe from $400.00 to $290.00 and set a “hold” rating on the stock in a research report on Monday, February 23rd. Royal Bank Of Canada restated an “outperform” rating and set a $430.00 target price on shares of Adobe in a research note on Monday, March 9th. Piper Sandler dropped their price target on shares of Adobe from $330.00 to $280.00 and set a “neutral” rating on the stock in a report on Friday, March 13th. William Blair lowered shares of Adobe from an “outperform” rating to a “market perform” rating in a research note on Thursday, March 26th. Finally, Barclays cut shares of Adobe from an “overweight” rating to an “equal weight” rating and decreased their price objective for the company from $335.00 to $275.00 in a report on Friday, March 13th. One investment analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, fourteen have assigned a Hold rating and five have issued a Sell rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Hold” and an average target price of $343.88.

Insider Transactions at Adobe

In other Adobe news, CFO Daniel Durn sold 1,646 shares of the company’s stock in a transaction dated Tuesday, January 27th. The stock was 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. This represents a 3.77% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this hyperlink. Corporate insiders own 0.20% of the company’s stock.

Adobe Stock Down 0.7%

Shares of ADBE stock opened at $241.37 on Thursday. The company has a current ratio of 0.91, a quick ratio of 0.91 and a debt-to-equity ratio of 0.47. Adobe Inc. has a 12 month low of $233.15 and a 12 month high of $422.95. The stock has a market cap of $97.56 billion, a P/E ratio of 14.06, a P/E/G ratio of 0.95 and a beta of 1.53. The company has a 50 day simple moving average of $265.27 and a two-hundred day simple moving average of $313.19.

Adobe (NASDAQ:ADBE) last issued its quarterly earnings results on Thursday, March 12th. The software company reported $6.06 earnings per share for the quarter, topping the consensus estimate of $5.87 by $0.19. The business had revenue of $6.40 billion for the quarter, compared to analysts’ expectations of $6.28 billion. Adobe had a net margin of 29.48% and a return on equity of 64.48%. The company’s revenue was up 12.0% compared to the same quarter last year. During the same quarter last year, the company posted $5.08 EPS. Adobe has set its FY 2026 guidance at 23.300-23.500 EPS and its Q2 2026 guidance at 5.800-5.850 EPS. On average, research analysts expect that Adobe Inc. will post 16.65 earnings per share for the current year.

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.