Adobe Inc. $ADBE Shares Bought by OVERSEA CHINESE BANKING Corp Ltd

OVERSEA CHINESE BANKING Corp Ltd grew its holdings in shares of Adobe Inc. (NASDAQ:ADBE) by 12.0% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 34,537 shares of the software company’s stock after purchasing an additional 3,712 shares during the period. OVERSEA CHINESE BANKING Corp Ltd’s holdings in Adobe were worth $12,175,000 as of its most recent SEC filing.

Other institutional investors have also modified their holdings of the company. CX Institutional grew its position in shares of Adobe by 72.9% during the 3rd quarter. CX Institutional now owns 27,922 shares of the software company’s stock valued at $9,849,000 after buying an additional 11,769 shares during the last quarter. Wright Investors Service Inc. boosted its position in Adobe by 114.4% during the 3rd quarter. Wright Investors Service Inc. now owns 9,919 shares of the software company’s stock valued at $3,499,000 after purchasing an additional 5,293 shares during the period. Federated Hermes Inc. boosted its position in Adobe by 185.1% during the 3rd quarter. Federated Hermes Inc. now owns 898,408 shares of the software company’s stock valued at $316,913,000 after purchasing an additional 583,275 shares during the period. Willis Investment Counsel boosted its position in Adobe by 138.9% during the 4th quarter. Willis Investment Counsel now owns 40,715 shares of the software company’s stock valued at $14,250,000 after purchasing an additional 23,671 shares during the period. Finally, Jones Financial Companies Lllp boosted its position in Adobe by 43.8% during the 3rd quarter. Jones Financial Companies Lllp now owns 106,598 shares of the software company’s stock valued at $38,309,000 after purchasing an additional 32,448 shares during the period. Institutional investors own 81.79% of the company’s stock.

Insiders Place Their Bets

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

Adobe Stock Down 0.6%

Shares of Adobe stock opened at $247.18 on Wednesday. The business’s fifty day moving average price is $252.72 and its two-hundred day moving average price is $301.53. The company has a debt-to-equity ratio of 0.47, a current ratio of 0.91 and a quick ratio of 0.91. The company has a market capitalization of $99.91 billion, a P/E ratio of 14.40, a PEG ratio of 0.97 and a beta of 1.52. Adobe Inc. has a 1-year low of $224.13 and a 1-year high of $422.95.

Adobe (NASDAQ:ADBE) last announced its earnings results on Thursday, March 12th. The software company reported $6.06 earnings per share for the quarter, beating the consensus estimate of $5.87 by $0.19. The firm had revenue of $6.40 billion for the quarter, compared to the consensus estimate of $6.28 billion. Adobe had a return on equity of 64.48% and a net margin of 29.48%.The firm’s revenue for the quarter was up 12.0% on a year-over-year basis. 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. As a group, research analysts forecast that Adobe Inc. will post 19.14 EPS for the current year.

Adobe announced that its board has approved a share buyback program on Tuesday, April 21st that permits the company to repurchase $25.00 billion in outstanding shares. This repurchase authorization permits the software company to reacquire up to 24.9% of its shares through open market purchases. Shares repurchase programs are generally a sign that the company’s board believes its shares are undervalued.

Adobe News Summary

Here are the key news stories impacting Adobe this week:

• Positive Sentiment: Board approved a new $25 billion stock repurchase authorization through April 30, 2030 — a strong signal of confidence in cash flow and a direct shareholder-return action that typically supports the share price. Adobe Announces New $25 Billion Stock Repurchase Program
• Positive Sentiment: Launched Adobe CX Enterprise, an agentic AI suite for large customers (with partner integrations across Amazon, Microsoft, Anthropic, OpenAI, NVIDIA and others) — expands Adobe’s TAM into enterprise CX, marketing automation and sales orchestration and positions it to monetize AI across the customer lifecycle. Adobe CX Enterprise Pushes AI Agents Deeper Into Customer Experience Budgets
• Neutral Sentiment: Adobe says it will pursue outcome-based pricing for parts of its new AI product suite — could improve alignment with large enterprise buyers but introduces revenue model uncertainty until deal flow is visible. Adobe Plans Outcome-Based Pricing for New AI Product Suite
• Neutral Sentiment: Multiple partner wins and integrations (IBM, Comcast/Xfinity, Adswerve awards, Speechmatics transcription integration) strengthen go-to-market and product stickiness but are incremental until reflected in revenue. Adswerve Named 2026 Adobe Customer Experience Orchestration Emerging Partner Adobe and Speechmatics Deliver On-Device Speech Recognition
• Negative Sentiment: Investor skepticism about agentic AI disrupting Adobe’s traditional creative software demand remains — the stock has been under pressure this year as the market weighs potential share-loss to autonomous tools and startups. Adobe announces $25 billion stock buyback amid AI disruption fears
• Negative Sentiment: Analyst target cuts and cautious notes (some price-target trims reported recently) cap upside until subscription/AI monetization and deal economics from the new products are proven. Royal Bank Of Canada Cuts Adobe Price Target
• Negative Sentiment: Competitive intensity from AI startups and other large platforms is real — Adobe needs to translate technology and partnerships into enterprise bookings to offset that risk. Adobe launches AI suite for corporate clients as competition heats up

Wall Street Analysts Forecast Growth

ADBE has been the subject of a number of analyst reports. Wall Street Zen upgraded Adobe from a “hold” rating to a “buy” rating in a research report on Saturday, March 7th. HSBC set a $302.00 price objective on Adobe in a research report on Friday, February 13th. Morgan Stanley reduced their price objective on Adobe from $425.00 to $365.00 and set an “equal weight” rating for the company in a research report on Friday, March 13th. Argus restated a “hold” rating on shares of Adobe in a research report on Monday, March 16th. Finally, Summit Redstone set a $350.00 price objective on Adobe in a research report on Friday. One analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, fifteen have given a Hold rating and five have issued a Sell rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus target price of $339.88.

About Adobe

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.