Aberdeen Group plc Has $180.59 Million Stake in Adobe Inc. $ADBE

Aberdeen Group plc trimmed its stake in Adobe Inc. (NASDAQ:ADBE) by 3.0% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 515,981 shares of the software company’s stock after selling 16,140 shares during the period. Aberdeen Group plc owned about 0.12% of Adobe worth $180,588,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in ADBE. Brighton Jones LLC raised its position in Adobe by 2.1% in the 4th quarter. Brighton Jones LLC now owns 8,068 shares of the software company’s stock valued at $3,588,000 after purchasing an additional 167 shares during the last quarter. Sivia Capital Partners LLC grew its holdings in shares of Adobe by 25.5% during the second 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 during the last quarter. United Bank grew its holdings in shares of Adobe by 12.8% during the second quarter. United Bank now owns 3,773 shares of the software company’s stock worth $1,460,000 after purchasing an additional 428 shares during the last quarter. Schnieders Capital Management LLC. increased its stake in shares of Adobe by 7.8% in the second 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 in the last quarter. Finally, Edgestream Partners L.P. raised its holdings in shares of Adobe by 34.2% in the second quarter. Edgestream Partners L.P. now owns 4,291 shares of the software company’s stock valued at $1,660,000 after buying an additional 1,093 shares during the last quarter. 81.79% of the stock is owned by institutional investors.

More Adobe News

Here are the key news stories impacting Adobe this week:

• Positive Sentiment: Analyst bullishness and valuation upside — some outlets highlight continued analyst interest and a consensus price target (~$310) implying meaningful upside, supporting a constructive view on ADBE’s AI transition and longer-term earnings power. Bullish Analyst Sentiment on Adobe (ADBE) Amid Ongoing AI Advancements
• Positive Sentiment: Corporate partnerships / enterprise adoption — Omnicom’s Credera launched a unified Adobe practice, signaling continued enterprise demand and ecosystem stickiness for Adobe’s cloud and marketing offerings. Partnership news can support recurring-revenue confidence. Omnicom’s Transformation Consultancy Strengthens Capabilities with the Launch of Unified Adobe Practice
• Positive Sentiment: Insider / institutional buying signal — reports that long-term funds (e.g., Bridgewater historically, and mentions of Ray Dalio interest) are associated with Adobe can boost investor confidence that value buyers are present. Adobe Inc. (ADBE): Billionaire Ray Dalio Is Buying This Software Stock
• Neutral Sentiment: Product innovation — Adobe continues product enhancements (e.g., Turntable in Illustrator), which helps retention and upsell but is incremental versus large AI/competitive risks. Adobe launches Turntable in Illustrator: All the details
• Neutral Sentiment: Recent earnings and guidance — Adobe beat Q1 estimates and gave FY/Q2 guidance (see background); that supports fundamentals, but market reaction is mixed as investors parse forward ARR trends and margin leverage. MarketBeat ADBE summary (earnings & metrics)
• Negative Sentiment: Strong sell-side action — William Blair downgraded ADBE to Market Perform and slashed its price target from $423 to $237, a substantial cut that directly pressures sentiment and could prompt short-term selling. William Blair Downgrades Adobe (ADBE) to Market Perform, Lowers PT
• Negative Sentiment: Public criticism on AI commoditization — industry commentators (SemiAnalysis, Fortune) argue AI tools risk commoditizing core creative workflows and weakening Adobe’s pricing power and net-new ARR growth — a thematic risk investors are focused on. Semianalysis CEO: Adobe faces existential threat from AI commoditization Adobe faces an AI-era test of whether the creative economy still needs it
• Negative Sentiment: Privacy/technical accusation — A recent article alleges Adobe secretly rewrote users’ computer files; even if unproven, such claims raise legal/privacy concerns and could spur negative headlines or customer pushback. Adobe accused of secretly rewriting users’ computer files

Wall Street Analyst Weigh In

Several research analysts recently issued reports on ADBE shares. Deutsche Bank Aktiengesellschaft reiterated a “hold” rating on shares of Adobe in a research report on Friday, March 13th. KeyCorp dropped their target price on shares of Adobe from $310.00 to $235.00 and set an “underweight” rating for the company in a research note on Friday, March 13th. Morgan Stanley reduced their target price on shares of Adobe from $425.00 to $365.00 and set an “equal weight” rating on the stock in a research report on Friday, March 13th. Wells Fargo & Company lowered their price target on shares of Adobe from $420.00 to $405.00 and set an “overweight” rating for the company in a report on Monday, March 9th. Finally, Barclays cut shares of Adobe from an “overweight” rating to an “equal weight” rating and dropped their price objective for the stock from $335.00 to $275.00 in a research report on Friday, March 13th. One research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, fourteen have issued a Hold rating and five have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus price target of $343.88.

Insider Buying and Selling

In other news, CFO Daniel Durn sold 1,646 shares of the business’s stock in a transaction dated 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 transaction, the chief financial officer directly owned 41,995 shares in the company, valued at approximately $12,382,225.75. The trade was a 3.77% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Corporate insiders own 0.20% of the company’s stock.

Adobe Trading Up 0.6%

ADBE opened at $242.92 on Friday. The firm has a 50 day simple moving average of $264.14 and a 200 day simple moving average of $312.70. Adobe Inc. has a fifty-two week low of $233.15 and a fifty-two week high of $422.95. The company has a market cap of $98.19 billion, a price-to-earnings ratio of 14.15, a price-to-earnings-growth ratio of 0.94 and a beta of 1.52. The company has a debt-to-equity ratio of 0.47, a current ratio of 0.91 and a quick ratio of 0.91.

Adobe (NASDAQ:ADBE) last released its earnings results on Thursday, March 12th. The software company reported $6.06 EPS for the quarter, topping analysts’ consensus estimates of $5.87 by $0.19. The firm had revenue of $6.40 billion during the quarter, compared to analyst estimates of $6.28 billion. Adobe had a net margin of 29.48% and a return on equity of 64.48%. The business’s quarterly revenue was up 12.0% compared to the same quarter last year. During the same quarter in the previous year, the business earned $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, sell-side analysts anticipate 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.