Strategic Blueprint LLC Lowers Holdings in Adobe Inc. $ADBE

Strategic Blueprint LLC trimmed its holdings in shares of Adobe Inc. (NASDAQ:ADBE) by 54.9% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,552 shares of the software company’s stock after selling 3,106 shares during the period. Strategic Blueprint LLC’s holdings in Adobe were worth $900,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also modified their holdings of ADBE. LSV Asset Management raised its stake in Adobe by 350.0% in the second quarter. LSV Asset Management now owns 72 shares of the software company’s stock worth $28,000 after buying an additional 56 shares in the last quarter. Flaharty Asset Management LLC purchased a new position in shares of Adobe in the 1st quarter valued at $29,000. Nexus Investment Management ULC purchased a new position in shares of Adobe in the 2nd quarter valued at $31,000. Horizon Financial Services LLC raised its position in shares of Adobe by 4,000.0% in the 2nd quarter. Horizon Financial Services LLC now owns 82 shares of the software company’s stock worth $32,000 after acquiring an additional 80 shares in the last quarter. Finally, 1248 Management LLC purchased a new stake in shares of Adobe during the 1st quarter worth $33,000. Institutional investors own 81.79% of the company’s stock.

Insiders Place Their Bets

In other Adobe news, CAO Jillian Forusz sold 149 shares of the business’s stock in a transaction dated Friday, October 31st. The stock was sold at an average price of $337.88, for a total transaction of $50,344.12. Following the sale, the chief accounting officer owned 3,426 shares in the company, valued at approximately $1,157,576.88. The trade was a 4.17% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Insiders own 0.16% of the company’s stock.

More Adobe News

Here are the key news stories impacting Adobe this week:

• Positive Sentiment: Bullish investor write-up arguing Adobe is an undervalued, long-term compounder and urging accumulation based on its AI/product roadmap. Adobe: I’m Pounding The Table On This Unloved Compounder (Rating Upgrade)
• Positive Sentiment: Adobe expanded its AI capabilities via a multi‑year partnership with Runway to enhance Firefly video tools, supporting product differentiation and monetization of generative AI features. Adobe (ADBE) Partners With Runway to Expand Firefly AI Video Tools
• Positive Sentiment: Adobe exec coverage from CES highlights strategy on personalization and multi‑model AI integrations (Runway, 11 Labs), reinforcing the company’s roadmap to capture creative and marketing spend. Beyond Firefly: Adobe VP Allison Blais Discusses Integrating Runway, 11 Labs and the Future of Multi-Model AI
• Neutral Sentiment: Review of short‑term performance shows the stock has underperformed since the last earnings report; the piece outlines catalysts and risks that could move the stock next. Why Is Adobe (ADBE) Down 3.3% Since Last Earnings Report?
• Neutral Sentiment: Roundup of Wall Street research calls listing Adobe among top analyst actions for the day — informational context for market flow but not a single decisive call. Here Are Friday’s Top Wall Street Analyst Research Calls: Adobe, Airbnb, Altria, Crowdstrike…
• Negative Sentiment: BMO Capital Markets downgraded ADBE to Market Perform (from Outperform), citing rising competitive pressures — a near‑term catalyst for the share decline and reduced upside expectations. Adobe Stock Falls. Shares ‘Will Remain Range-Bound’ As Competition Heats Up, Analyst Says.
• Negative Sentiment: Commentary arguing Adobe’s competitive moat looks less secure as new AI entrants and specialized tools pressure pricing and share in creative/marketing workflows. Adobe’s Competitive Moat Looks Less Secure

Adobe Stock Down 1.5%

NASDAQ:ADBE opened at $333.95 on Friday. The company has a current ratio of 1.00, a quick ratio of 1.02 and a debt-to-equity ratio of 0.53. Adobe Inc. has a twelve month low of $311.58 and a twelve month high of $465.70. The company has a market cap of $139.79 billion, a PE ratio of 19.99, a P/E/G ratio of 1.33 and a beta of 1.53. The company’s 50 day moving average is $337.16 and its two-hundred day moving average is $350.16.

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

Analyst Ratings Changes

Several equities analysts have issued reports on the company. Mizuho cut their target price on Adobe from $410.00 to $390.00 and set an “outperform” rating on the stock in a research note on Thursday, November 20th. UBS Group set a $487.00 price target on shares of Adobe in a report on Sunday, December 14th. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $430.00 price objective on shares of Adobe in a research report on Thursday, December 11th. Weiss Ratings reiterated a “hold (c-)” rating on shares of Adobe in a research note on Monday, December 29th. Finally, Morgan Stanley lowered their target price on shares of Adobe from $450.00 to $425.00 and set an “equal weight” rating for the company in a research note on Thursday, December 11th. One research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, twelve have assigned a Hold rating and three have issued a Sell rating to the company. According to MarketBeat.com, the company has a consensus rating of “Hold” and a consensus target price of $410.92.

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.