Universal Beteiligungs und Servicegesellschaft mbH Trims Stock Position in Adobe Inc. $ADBE

Universal Beteiligungs und Servicegesellschaft mbH decreased its stake in Adobe Inc. (NASDAQ:ADBE) by 6.1% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 785,827 shares of the software company’s stock after selling 51,462 shares during the period. Universal Beteiligungs und Servicegesellschaft mbH owned 0.19% of Adobe worth $277,200,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. LSV Asset Management grew its holdings in shares of Adobe by 350.0% during the second quarter. LSV Asset Management now owns 72 shares of the software company’s stock worth $28,000 after purchasing an additional 56 shares during the last quarter. Nexus Investment Management ULC acquired a new stake in shares of Adobe in the 2nd quarter valued at about $31,000. Horizon Financial Services LLC boosted 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 valued at $32,000 after purchasing an additional 80 shares during the period. Total Investment Management Inc. purchased a new position in Adobe during the 2nd quarter worth approximately $35,000. Finally, Heartwood Wealth Advisors LLC acquired a new position in Adobe during the third quarter worth approximately $35,000. 81.79% of the stock is currently owned by institutional investors and hedge funds.

Adobe Trading Down 1.9%

NASDAQ:ADBE opened at $290.37 on Wednesday. The stock has a market capitalization of $119.20 billion, a price-to-earnings ratio of 17.38, a PEG ratio of 1.17 and a beta of 1.53. Adobe Inc. has a 1 year low of $288.33 and a 1 year high of $465.70. The stock has a fifty day moving average price of $333.24 and a two-hundred day moving average price of $345.73. The company has a debt-to-equity ratio of 0.53, a quick ratio of 1.00 and a current ratio of 1.00.

Adobe (NASDAQ:ADBE) last posted its quarterly earnings results on Wednesday, December 10th. The software company reported $5.50 earnings per share for the quarter, topping analysts’ consensus estimates of $5.40 by $0.10. The business had revenue of $6.19 billion for 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 revenue for the quarter was up 10.5% on a year-over-year basis. During the same period in the prior year, the company posted $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. As a group, sell-side analysts anticipate that Adobe Inc. will post 16.65 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

Several analysts recently commented on ADBE shares. The Goldman Sachs Group assumed coverage on shares of Adobe in a research report on Monday, January 12th. They issued a “sell” rating and a $290.00 price target for the company. DA Davidson reiterated a “buy” rating and set a $500.00 target price on shares of Adobe in a research note on Thursday, December 11th. Jefferies Financial Group lowered Adobe from a “buy” rating to a “hold” rating and lowered their price target for the stock from $500.00 to $400.00 in a report on Monday, January 5th. Citigroup upped their price objective on Adobe from $366.00 to $387.00 and gave the company a “neutral” rating in a research note on Wednesday, December 17th. Finally, Morgan Stanley lowered their target price on Adobe from $450.00 to $425.00 and set an “equal weight” rating on the stock in a research note on Thursday, December 11th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, twelve have issued a Hold rating and four have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Hold” and an average price target of $402.85.

Adobe News Roundup

Here are the key news stories impacting Adobe this week:

• Positive Sentiment: Adobe added new AI tools to Premiere Pro and After Effects and updated Firefly, expanding content-generation and workflow automation that should strengthen its creative-suite moat. Adobe adds AI tools to Premiere, After Effects and updates to Firefly
• Positive Sentiment: Major Premiere and After Effects updates aim to streamline advanced video-editing workflows with new tools and AI — a direct product improvement that can drive subscription retention and upsells in Creative Cloud. Major Adobe Premiere and After Effects update streamlines advanced video editing workflows with new tools and AI
• Positive Sentiment: Adobe unveiled AI-powered video-editing features for Premiere (automation, generative assists) that reinforce product differentiation versus competitors and support future revenue growth from pro video users. Adobe unveils new AI-powered video editing tools for Premiere
• Positive Sentiment: Adobe pledged $10 million to a film & TV fund and formed a content partnership with creator Amelia Dimoldenberg — a strategic move to grow content partnerships and real-world demand for Adobe tools. Adobe Pledges $10 Million to Film and TV Fund, Partners With Amelia Dimoldenberg
• Neutral Sentiment: Some analysts and outlets frame the sell-off as a buying opportunity, calling ADBE a “huge AI bargain” after the drop — highlights valuation upside but reflects differing views on AI risk. Adobe Stock Looks Like a Huge AI Bargain After a Nosedive. Should You Buy?
• Neutral Sentiment: Coverage questioning whether AI has “killed” Adobe highlights structural risk to pricing models and growth assumptions, but also notes potential recovery paths and continued analyst support. Has AI Killed Adobe For Good?
• Negative Sentiment: Headline flow shows the stock trading lower for multiple sessions, signaling short-term momentum pressure and trader-driven selling that can amplify moves independent of fundamentals. Adobe trades in red for the seventh straight session
• Negative Sentiment: Coverage noting ADBE “plummets into deep-value territory” emphasizes the magnitude of the decline and may reinforce bearish sentiment among momentum traders. Adobe Stock (ADBE) Plummets Into Deep-Value Territory
• Negative Sentiment: Consumer-focused pieces suggesting alternatives to Acrobat for PDF editing point to competitive and pricing pressure in lower-end workflows that could modestly affect Acrobat subscription growth over time. Ditch Adobe Acrobat’s monthly fee for a PDF editor you own for life

Insider Transactions at Adobe

In related news, CAO Jillian Forusz sold 149 shares of Adobe stock in a transaction on Friday, October 31st. The stock was sold at an average price of $337.88, for a total transaction of $50,344.12. Following the completion of the transaction, the chief accounting officer directly owned 3,426 shares of the company’s stock, valued at approximately $1,157,576.88. The trade was a 4.17% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this link. Corporate insiders own 0.16% of the company’s stock.

Adobe Company 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.