Private Wealth Partners LLC Acquires 6,807 Shares of Adobe Inc. $ADBE

Private Wealth Partners LLC raised its stake in shares of Adobe Inc. (NASDAQ:ADBE) by 14.7% during the third quarter, Holdings Channel reports. The firm owned 53,045 shares of the software company’s stock after buying an additional 6,807 shares during the period. Adobe comprises 1.3% of Private Wealth Partners LLC’s holdings, making the stock its 23rd biggest holding. Private Wealth Partners LLC’s holdings in Adobe were worth $18,712,000 at the end of the most recent quarter.

A number of other hedge funds have also modified their holdings of ADBE. Brighton Jones LLC lifted its holdings in shares of Adobe by 2.1% during the fourth quarter. Brighton Jones LLC now owns 8,068 shares of the software company’s stock valued at $3,588,000 after acquiring an additional 167 shares during the period. Sivia Capital Partners LLC increased its position in shares of Adobe by 25.5% during the 2nd 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 in the last quarter. Pure Financial Advisors LLC lifted its holdings in Adobe by 15.0% during the 2nd quarter. Pure Financial Advisors LLC now owns 2,800 shares of the software company’s stock valued at $1,083,000 after purchasing an additional 365 shares during the last quarter. Naples Global Advisors LLC boosted its position in Adobe by 14.8% in the second quarter. Naples Global Advisors LLC now owns 1,249 shares of the software company’s stock valued at $483,000 after buying an additional 161 shares in the last quarter. Finally, J. Safra Sarasin Holding AG boosted its position in Adobe by 51.4% in the second quarter. J. Safra Sarasin Holding AG now owns 12,170 shares of the software company’s stock valued at $4,710,000 after buying an additional 4,130 shares in the last quarter. 81.79% of the stock is owned by institutional investors and hedge funds.

Insider Activity at Adobe

In other Adobe news, CFO Daniel Durn sold 1,646 shares of the company’s stock in a transaction 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 completion of the sale, the chief financial officer 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 sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Insiders own 0.16% of the company’s stock.

Adobe News Summary

Here are the key news stories impacting Adobe this week:

• Positive Sentiment: Airtel partnership expands Adobe Express distribution to hundreds of millions of users, a large user‑growth and awareness catalyst that could help adoption and monetization in key markets. ‘Airtel, in Global First, Offers 360 Million Users Free Adobe Express Premium Access’
• Neutral Sentiment: Reported short‑interest data show effectively zero days to cover (odd/flat readings), indicating no clear short‑squeeze risk from current filings — the data don’t appear to be driving the move. (internal short‑interest entry)
• Neutral Sentiment: Apple’s new Creator Studio prompts discussion about competitive dynamics for creators; analysts see it as a different product rather than an immediate Adobe “killer,” but it raises long‑term competitive watchpoints. Apple’s Creator Studio Isn’t an Adobe Killer
• Negative Sentiment: Major brokerages (Goldman, BMO, Jefferies) issued downgrades on ADBE, which has directly pressured the stock as investors mark down near‑term expectations and valuation multiples. Goldman, BMO, and Jefferies Downgrade Adobe (ADBE)
• Negative Sentiment: Adobe disclosed insider selling: the CFO sold about $485k of stock. While single insider sales can be routine, the move adds to negative sentiment when combined with analyst downgrades. Adobe (NASDAQ:ADBE) CFO Sells $485,323.10 in Stock
• Negative Sentiment: Adobe’s acquisition of Semrush at a reported ~78% premium drew attention for being an expensive bolt‑on, raising questions about deal discipline and near‑term EPS/ROI impact. That concern is amplifying sell‑side caution. Adobe Acquired Semrush Holdings (SEMR) at a 78% premium

Adobe Price Performance

Shares of ADBE stock opened at $293.25 on Friday. The firm has a market cap of $120.38 billion, a price-to-earnings ratio of 17.55, a PEG ratio of 1.15 and a beta of 1.53. Adobe Inc. has a 12 month low of $284.60 and a 12 month high of $465.70. The company has a quick ratio of 1.00, a current ratio of 1.00 and a debt-to-equity ratio of 0.53. The stock has a 50-day moving average price of $328.75 and a 200 day moving average price of $341.95.

Adobe (NASDAQ:ADBE) last issued its earnings results on Wednesday, December 10th. The software company reported $5.50 earnings per share (EPS) for the quarter, beating the consensus estimate of $5.40 by $0.10. The company had revenue of $6.19 billion for the quarter, compared to analyst estimates of $6.11 billion. Adobe had a net margin of 30.00% and a return on equity of 61.28%. The company’s revenue for the quarter was up 10.5% on a year-over-year basis. During the same quarter last year, the firm earned $4.81 EPS. Adobe has set its Q1 2026 guidance at 5.850-5.900 EPS and its FY 2026 guidance at 23.300-23.500 EPS. Research analysts expect that Adobe Inc. will post 16.65 EPS for the current year.

Analyst Ratings Changes

ADBE has been the subject of a number of research analyst reports. UBS Group cut their target price on shares of Adobe from $375.00 to $340.00 and set a “neutral” rating for the company in a research note on Monday. Wolfe Research dropped their price target on Adobe from $450.00 to $440.00 and set an “outperform” rating for the company in a report on Thursday, December 11th. Barclays reissued an “overweight” rating and issued a $415.00 price objective on shares of Adobe in a research note on Friday, December 5th. DA Davidson restated a “buy” rating and issued a $500.00 target price on shares of Adobe in a research note on Thursday, December 11th. Finally, TD Cowen cut their price target on Adobe from $420.00 to $400.00 and set a “hold” rating for the company in a report on Thursday, December 11th. One investment analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, eleven have assigned a Hold rating and four have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus price target of $397.19.

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.