Quintet Private Bank Europe S.A. Has $12.35 Million Holdings in Adobe Inc. $ADBE

Quintet Private Bank Europe S.A. trimmed its position in Adobe Inc. (NASDAQ:ADBE) by 11.8% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 35,284 shares of the software company’s stock after selling 4,725 shares during the period. Quintet Private Bank Europe S.A.’s holdings in Adobe were worth $12,349,000 at the end of the most recent quarter.

Several other institutional investors have also made changes to their positions in the company. Aspiriant LLC increased its position in shares of Adobe by 333.6% in the fourth quarter. Aspiriant LLC now owns 12,375 shares of the software company’s stock worth $4,331,000 after acquiring an additional 9,521 shares in the last quarter. Harbor Capital Advisors Inc. lifted its position in shares of Adobe by 0.7% in the 4th quarter. Harbor Capital Advisors Inc. now owns 9,091 shares of the software company’s stock valued at $3,182,000 after acquiring an additional 63 shares in the last quarter. Oregon Pacific Wealth Management LLC boosted its stake in Adobe by 4.1% in the 4th quarter. Oregon Pacific Wealth Management LLC now owns 889 shares of the software company’s stock worth $311,000 after purchasing an additional 35 shares during the period. BridgePort Financial Solutions LLC acquired a new position in Adobe in the 4th quarter worth approximately $568,000. Finally, Tempus Wealth Planning LLC grew its position in Adobe by 9.4% during the 4th quarter. Tempus Wealth Planning LLC now owns 2,229 shares of the software company’s stock worth $780,000 after purchasing an additional 192 shares in the last quarter. 81.79% of the stock is owned by hedge funds and other institutional investors.

Adobe Price Performance

ADBE stock opened at $242.92 on Friday. Adobe Inc. has a twelve month low of $233.15 and a twelve month high of $422.95. The company has a quick ratio of 0.91, a current ratio of 0.91 and a debt-to-equity ratio of 0.47. The company has a market cap of $98.19 billion, a PE ratio of 14.15, a price-to-earnings-growth ratio of 0.95 and a beta of 1.52. The business’s 50-day simple moving average is $262.98 and its 200 day simple moving average is $311.98.

Adobe (NASDAQ:ADBE) last posted its quarterly earnings results on Thursday, March 12th. The software company reported $6.06 EPS for the quarter, beating the consensus estimate of $5.87 by $0.19. Adobe had a return on equity of 64.48% and a net margin of 29.48%.The firm had revenue of $6.40 billion during the quarter, compared to analysts’ expectations of $6.28 billion. During the same quarter in the prior year, the firm posted $5.08 EPS. The company’s revenue for the quarter was up 12.0% on a year-over-year basis. Adobe has set its FY 2026 guidance at 23.300-23.500 EPS and its Q2 2026 guidance at 5.800-5.850 EPS. On average, research analysts anticipate that Adobe Inc. will post 16.65 earnings per share for the current year.

Key Adobe News

Here are the key news stories impacting Adobe this week:

• Positive Sentiment: Q1 beat, AI momentum and buyer arguments — Adobe reported solid Q1 results and investors on social channels point to accelerating AI-related ARR, high margins, buyback support and attractive multiples as reasons the selloff may be overdone; these fundamentals support a recovery thesis. Adobe Stock (ADBE) Opinions on Q1 Earnings and CEO Transition
• Positive Sentiment: Bullish analyst views and implied upside — some outlets and analysts still call ADBE undervalued versus a median analyst target near $310, giving upside potential if AI monetization accelerates and guidance holds. Bullish Analyst Sentiment on Adobe (ADBE) Amid Ongoing AI Advancements
• Neutral Sentiment: Insider and institutional flows mixed — recent insider sales and large repositioning by major institutions (some adding, some trimming) signal reallocation rather than a clear directional bet; watch 13F/insider updates for conviction changes. Adobe Stock (ADBE) Opinions on Q1 Earnings and CEO Transition
• Negative Sentiment: William Blair downgrade and lower price target — the downgrade to Market Perform with a steep cut to the target reduces near-term analyst support and can pressure sentiment and flows. William Blair Downgrades Adobe (ADBE) to Market Perform, Lowers PT
• Negative Sentiment: Alleged data breach claim — a threat actor has claimed theft of ~13M support tickets; even unconfirmed, this raises operational and reputational risk and could trigger regulatory scrutiny or customer churn if validated. Speculation mounts over alleged Adobe breach as threat actor claims theft of 13M support tickets
• Negative Sentiment: Legal and product-risk headlines — potential California class actions over terms of use and accusations that Adobe secretly rewrote users’ files add litigation and trust risk that could weigh on enterprise and consumer adoption. Adobe juggles potential class actions in California over its terms of use Adobe accused of secretly rewriting users’ computer files
• Negative Sentiment: Strategic risk from AI commoditization — analysts and industry voices warn that AI-driven feature parity (lower-cost competitors or embedded AI in other tools) could erode Adobe’s pricing power over time, complicating the long-term growth story. Semianalysis CEO: Adobe faces existential threat from AI commoditization

Insider Activity at Adobe

In related news, CFO Daniel Durn sold 1,646 shares of the company’s stock in a transaction on Tuesday, January 27th. The stock was sold at an average price of $294.85, for a total value of $485,323.10. Following the completion of the transaction, the chief financial officer directly owned 41,995 shares in the company, valued at approximately $12,382,225.75. This represents a 3.77% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Insiders own 0.20% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research firms have recently issued reports on ADBE. BMO Capital Markets reduced their target price on Adobe from $375.00 to $285.00 and set a “market perform” rating for the company in a report on Friday, March 13th. Deutsche Bank Aktiengesellschaft reiterated a “hold” rating on shares of Adobe in a report on Friday, March 13th. KeyCorp dropped their price target on Adobe from $310.00 to $235.00 and set an “underweight” rating on the stock in a research report on Friday, March 13th. TD Cowen decreased their price objective on Adobe from $400.00 to $325.00 and set a “hold” rating for the company in a research report on Tuesday, March 10th. Finally, JPMorgan Chase & Co. dropped their target price on Adobe from $520.00 to $420.00 and set an “overweight” rating on the stock in a report on Friday, March 13th. One research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, fourteen have issued a Hold rating and five have issued a Sell rating to the company’s stock. According to data from MarketBeat, Adobe has an average rating of “Hold” and an average target price of $343.88.

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.