Adobe Inc. $ADBE Shares Bought by Isthmus Partners LLC

Isthmus Partners LLC raised its stake in Adobe Inc. (NASDAQ:ADBE) by 70.7% in the 3rd quarter, Holdings Channel.com reports. The firm owned 56,291 shares of the software company’s stock after acquiring an additional 23,305 shares during the period. Adobe makes up 1.2% of Isthmus Partners LLC’s holdings, making the stock its 25th biggest holding. Isthmus Partners LLC’s holdings in Adobe were worth $13,506,000 as of its most recent filing with the SEC.

Other institutional investors have also modified their holdings of the company. Cyndeo Wealth Partners LLC grew its stake in Adobe by 2.8% in the third quarter. Cyndeo Wealth Partners LLC now owns 1,559 shares of the software company’s stock worth $374,000 after purchasing an additional 43 shares in the last quarter. Meridian Management Co. grew its position in shares of Adobe by 0.3% in the 1st quarter. Meridian Management Co. now owns 15,241 shares of the software company’s stock worth $3,705,000 after acquiring an additional 44 shares in the last quarter. Brown Shipley& Co Ltd grew its position in shares of Adobe by 28.8% in the 1st quarter. Brown Shipley& Co Ltd now owns 197 shares of the software company’s stock worth $48,000 after acquiring an additional 44 shares in the last quarter. United Bank grew its position in shares of Adobe by 1.4% in the 1st quarter. United Bank now owns 3,658 shares of the software company’s stock worth $889,000 after acquiring an additional 49 shares in the last quarter. Finally, Drystone LLC raised its position in shares of Adobe by 0.5% during the 2nd quarter. Drystone LLC now owns 10,420 shares of the software company’s stock valued at $2,136,000 after acquiring an additional 50 shares in the last quarter. Institutional investors and hedge funds own 81.79% of the company’s stock.

Adobe Price Performance

Shares of NASDAQ ADBE opened at $270.55 on Friday. Adobe Inc. has a 1-year low of $190.12 and a 1-year high of $363.70. The company has a debt-to-equity ratio of 0.41, a current ratio of 0.77 and a quick ratio of 0.77. The business’s fifty day moving average price is $255.84 and its two-hundred day moving average price is $243.40. The firm has a market capitalization of $105.30 billion, a PE ratio of 15.10, a P/E/G ratio of 0.89 and a beta of 1.42.

Adobe (NASDAQ:ADBE) last posted its earnings results on Thursday, September 10th. The software company reported $6.13 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $6.08 by $0.05. The company had revenue of $6.76 billion for the quarter, compared to analysts’ expectations of $6.69 billion. Adobe had a return on equity of 65.65% and a net margin of 28.05%. The firm’s quarterly revenue was up 12.9% compared to the same quarter last year. During the same period last year, the business posted $5.31 earnings per share. Adobe has set its Q4 2026 guidance at 6.300-6.350 EPS and its FY 2026 guidance at 24.450-24.500 EPS. On average, research analysts expect that Adobe Inc. will post 20.01 EPS for the current year.

Insider Activity at Adobe

In other Adobe news, CEO Shantanu Narayen sold 50,500 shares of the firm’s stock in a transaction that occurred on Thursday, September 17th. The shares were sold at an average price of $249.57, for a total value of $12,603,285.00. Following the sale, the chief executive officer owned 238,724 shares in the company, valued at approximately $59,578,348.68. This trade represents a 17.46% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CAO Jillian Forusz sold 416 shares of Adobe stock in a transaction that occurred on Wednesday, July 29th. The shares were sold at an average price of $264.33, for a total value of $109,961.28. Following the sale, the chief accounting officer directly owned 3,824 shares in the company, valued at approximately $1,010,797.92. This trade represents a 9.81% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 125,416 shares of company stock worth $31,454,466 in the last 90 days. 0.20% of the stock is owned by company insiders.

Key Headlines Impacting Adobe

Here are the key news stories impacting Adobe this week:

• Positive Sentiment: Adobe’s expanded AI relationship with NVIDIA is supporting expectations for faster creative workflows and broader adoption of AI-powered features across its Creative Cloud and enterprise products. The company has also announced AI-focused customer-experience partnerships with Heathrow Airport and BWT Alpine Formula One Team. Adobe Deepens AI Partnerships
• Positive Sentiment: The BWT Alpine agreement names Adobe the team’s Official AI Fan Experience Partner, providing a visible commercial use case for personalized digital experiences and potentially strengthening Adobe’s AI brand. Adobe and BWT Alpine Partnership
• Positive Sentiment: Investors are emphasizing Adobe’s relatively depressed valuation, recurring-revenue buildup and long-term value potential. Analysts also point to the expanding digital-signature market, where Adobe’s Acrobat and Document Cloud products are established participants. Adobe Deep Value Amid Continued ARR Buildup
• Neutral Sentiment: The rebound appears driven partly by sector positioning rather than a new earnings report: investors are selectively buying software companies that had been hurt by fears that generative AI could reduce demand for traditional applications. Adobe’s shares remain well below their 52-week high, leaving room for a valuation-driven recovery but also signaling unresolved concerns. Adobe and Software Stock Rebound
• Negative Sentiment: Risks remain from AI-native tools such as Claude and Gemini, which could challenge Adobe’s app-based model and pressure growth. The stock has also lagged the broader market over longer periods, so investors will likely need evidence that AI monetization can accelerate revenue and recurring annual revenue growth. Adobe App-less AI Competition

Wall Street Analysts Forecast Growth

Several equities analysts recently issued reports on the company. Oppenheimer restated a “market perform” rating on shares of Adobe in a research note on Tuesday, September 8th. Sanford C. Bernstein dropped their target price on shares of Adobe from $379.00 to $373.00 and set an “outperform” rating on the stock in a report on Friday, September 11th. Evercore set a $250.00 price target on shares of Adobe in a research report on Friday, September 11th. Morgan Stanley reaffirmed an “underweight” rating on shares of Adobe in a report on Friday, September 11th. Finally, Citigroup reaffirmed a “market perform” rating on shares of Adobe in a research report on Friday, September 11th. Nine analysts have rated the stock with a Buy rating, twenty have assigned a Hold rating and seven have assigned a Sell rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Hold” and a consensus price target of $283.90.

Adobe Profile

Adobe Inc is a global software company that develops digital tools for creative professionals, businesses, marketers, and individual users. Its products help customers create, edit, publish, manage, and measure digital content across websites, mobile applications, documents, and other media.

The company’s Creative Cloud portfolio includes applications such as Photoshop, Illustrator, InDesign, Premiere Pro, and Acrobat. Adobe also offers Document Cloud, which provides tools for creating, editing, sharing, signing, and managing digital documents, and Experience Cloud, a suite of solutions for digital marketing, analytics, commerce, customer journeys, and content management.