UNIVEST FINANCIAL Corp Increases Position in Adobe Inc. $ADBE

UNIVEST FINANCIAL Corp boosted its position in Adobe Inc. (NASDAQ:ADBE) by 20.2% in the 3rd quarter, Holdings Channel reports. The fund owned 29,243 shares of the software company’s stock after purchasing an additional 4,916 shares during the period. UNIVEST FINANCIAL Corp’s holdings in Adobe were worth $10,315,000 at the end of the most recent quarter.

Other hedge funds have also made changes to their positions in the company. Norges Bank purchased a new position in Adobe during the second quarter worth about $2,029,950,000. Franklin Resources Inc. raised its stake in Adobe by 68.9% during the second quarter. Franklin Resources Inc. now owns 1,939,018 shares of the software company’s stock worth $750,168,000 after purchasing an additional 791,077 shares during the period. Acadian Asset Management LLC grew its stake in shares of Adobe by 218.5% during the 2nd quarter. Acadian Asset Management LLC now owns 1,073,899 shares of the software company’s stock valued at $415,434,000 after buying an additional 736,682 shares during the period. Invesco Ltd. raised its position in shares of Adobe by 16.1% in the 2nd quarter. Invesco Ltd. now owns 4,407,162 shares of the software company’s stock worth $1,705,043,000 after buying an additional 610,215 shares during the period. Finally, Arrowstreet Capital Limited Partnership boosted its holdings in Adobe by 17.6% in the second quarter. Arrowstreet Capital Limited Partnership now owns 3,664,151 shares of the software company’s stock valued at $1,417,587,000 after acquiring an additional 548,903 shares during the last quarter. Institutional investors and hedge funds own 81.79% of the company’s stock.

Adobe Stock Up 1.8%

Shares of Adobe stock opened at $299.62 on Friday. Adobe Inc. has a 1-year low of $288.33 and a 1-year high of $465.70. The company has a market capitalization of $122.99 billion, a PE ratio of 17.93, a P/E/G ratio of 1.16 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. The business has a 50-day moving average of $331.70 and a 200-day moving average of $345.05.

Adobe (NASDAQ:ADBE) last released its quarterly earnings results on Wednesday, December 10th. The software company reported $5.50 EPS for the quarter, topping the consensus estimate of $5.40 by $0.10. Adobe had a return on equity of 61.28% and a net margin of 30.00%.The business had revenue of $6.19 billion for the quarter, compared to analysts’ expectations of $6.11 billion. During the same quarter in the previous year, the firm posted $4.81 earnings per share. The company’s revenue was up 10.5% compared to the same quarter last year. Adobe has set its Q1 2026 guidance at 5.850-5.900 EPS and its FY 2026 guidance at 23.300-23.500 EPS. As a group, equities analysts forecast that Adobe Inc. will post 16.65 EPS for the current fiscal year.

Insider Transactions at Adobe

In related news, CAO Jillian Forusz sold 149 shares of the company’s stock in a transaction on Friday, October 31st. The shares were sold at an average price of $337.88, for a total value of $50,344.12. Following the sale, the chief accounting officer directly owned 3,426 shares of the company’s stock, valued at $1,157,576.88. This represents a 4.17% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. 0.16% of the stock is owned by corporate insiders.

Adobe News Summary

Here are the key news stories impacting Adobe this week:

• Positive Sentiment: AI product launches and feature upgrades expand monetization and engagement (Acrobat: podcasts/presentations; Express, Premiere and After Effects AI tools). These features support Digital Media usage and MAU growth cited by analysts. Adobe’s AI-Powered PDFs Now Talk Back
• Positive Sentiment: Firefly Foundry and Hollywood partnerships aim to provide “IP‑safe” generative AI tooling and industry support — helps enterprise adoption and reduces creator/legal friction for media workflows. Adobe is developing “IP-safe” gen AI models for the entertainment industry
• Positive Sentiment: Zacks reports Digital Media revenues gaining traction (AI-powered Acrobat/Express drove double-digit growth and MAU gains), backing the company’s ability to monetize AI features. Adobe’s Digital Media Revenues Gain Traction: What’s the Path Ahead?
• Neutral Sentiment: Earnings preview shows analysts expect double-digit EPS growth for the upcoming quarter — sets a positive bar, but results/guidance will be the near-term catalyst. Earnings Preview: What To Expect From Adobe’s Report
• Neutral Sentiment: Short-term price action: some coverage notes a recent session uptick after heavy selling — intraday momentum could swing quickly around earnings and news flow. Adobe Systems (ADBE) Beats Stock Market Upswing: What Investors Need to Know
• Negative Sentiment: Shares have hit 52-week lows amid investor worry that AI could compress growth/margins for SaaS names — that narrative is keeping multiple analysts cautious. Adobe vs. Intuit: Which 52-Week Low Is a Buy?
• Negative Sentiment: Several outlets highlight a sharp recent selloff and debate whether the pullback is a buying opportunity or a structural value-trap; that debate is pressuring sentiment and valuation multiples. Adobe Stock Price Crash Supercharges: Is It A Bargain Or A Value Trap?
• Negative Sentiment: Analyst caution and competitor comparisons (ServiceNow, others) highlight execution and competitive risks in AI-driven markets — could keep near-term sentiment muted. Cautious Analyst Sentiment on Adobe (ADBE) Amid Intensifying Competition Across Core Creative Markets
• Negative Sentiment: High-profile criticism and commentary (e.g., Jim Cramer considering canceling Adobe subscription) add negative press that can amplify short-term outflows. Jim Cramer Reveals Why He Might Cancel His Adobe (ADBE) Subscription
• Negative Sentiment: Regulatory/transaction risk: a shareholder-law firm has opened an investigation related to Adobe’s proposed Semrush offer, a potential distraction or delay to M&A strategy. Johnson Fistel Investigates Semrush (SEMR) Shareholders’ Rights Following Adobe’s $12 Buyout Offer

Wall Street Analyst Weigh In

A number of equities analysts have recently commented on the company. Oppenheimer downgraded Adobe from an “outperform” rating to a “market perform” rating in a report on Tuesday, January 13th. TD Cowen decreased their price objective on shares of Adobe from $420.00 to $400.00 and set a “hold” rating for the company in a research note on Thursday, December 11th. Mizuho cut their target price on shares of Adobe from $410.00 to $390.00 and set an “outperform” rating on the stock in a research note on Thursday, November 20th. Stifel Nicolaus decreased their price target on shares of Adobe from $480.00 to $450.00 and set a “buy” rating for the company in a research report on Tuesday, December 9th. Finally, The Goldman Sachs Group started coverage on Adobe in a report on Monday, January 12th. They issued a “sell” rating and a $290.00 price target for the company. One research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, eleven have issued a Hold rating and four have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus target price of $402.85.

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.