Adobe Inc. $ADBE Position Lifted by Three Seasons Wealth LLC

Three Seasons Wealth LLC raised its stake in Adobe Inc. (NASDAQ:ADBE) by 79.5% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 4,901 shares of the software company’s stock after purchasing an additional 2,170 shares during the period. Three Seasons Wealth LLC’s holdings in Adobe were worth $1,715,000 as of its most recent SEC filing.

Other institutional investors have also modified their holdings of the company. Measured Wealth Private Client Group LLC acquired a new position in Adobe in the third quarter worth about $26,000. Caitlin John LLC acquired a new stake in Adobe during the third quarter valued at approximately $28,000. Beacon Financial Strategies CORP bought a new position in Adobe during the 4th quarter worth approximately $28,000. KERR FINANCIAL PLANNING Corp bought a new position in Adobe during the 3rd quarter worth approximately $27,000. Finally, Total Investment Management Inc. acquired a new position in shares of Adobe in the 2nd quarter worth approximately $35,000. Institutional investors and hedge funds own 81.79% of the company’s stock.

Trending Headlines about Adobe

Here are the key news stories impacting Adobe this week:

• Positive Sentiment: Firefly custom AI models: Adobe highlighted custom AI model capabilities in Firefly that let creatives and enterprises build branded, controllable generative models — a competitive advantage for enterprise AI workflows and monetization of content/brand-safe models. What makes Adobe Firefly’s custom AI models so exciting for creatives
• Positive Sentiment: Product innovation — Illustrator AI features: Adobe rolled out an Illustrator “Turntable” feature and AI tools to rotate 2D vectors in 3D space, strengthening its Creative Cloud value proposition and stickiness for professional users. Adobe Illustrator can now use AI to rotate 2D vectors in 3D space
• Positive Sentiment: International advisory hire: Former Airtel CEO Manoj Kohli joined Adobe’s international advisory board, signaling focus on global expansion and partnerships in key emerging markets — supportive for enterprise and emerging‑market growth strategies. Former Airtel CEO Manoj Kohli joins Adobe international advisory board
• Neutral Sentiment: Analyst/coverage attention: Zacks and other outlets are featuring Adobe in investment idea pieces and watchers’ lists — raises visibility but not immediate fundamental change. Zacks Investment Ideas feature highlights Adobe’s and Microsoft
• Neutral Sentiment: Market sentiment lift: Adobe was among several tech names that jumped in a session tied to improved geopolitical talks — a short‑term sentiment boost rather than company‑specific news. Adobe, Paycom, Pegasystems, Salesforce, and Box Shares Are Soaring, What You Need To Know
• Negative Sentiment: UK CMA probe into subscription cancellations: The Competition and Markets Authority opened an inquiry into Adobe’s early cancellation costs and subscription practices, which introduces regulatory and reputational risk and could force policy or pricing changes. Adobe Faces CMA Probe As Subscription Model And Valuation Come Into Focus

Adobe Stock Up 0.8%

Shares of Adobe stock opened at $243.08 on Wednesday. The company has a debt-to-equity ratio of 0.47, a current ratio of 0.91 and a quick ratio of 0.91. Adobe Inc. has a 1-year low of $233.15 and a 1-year high of $422.95. The business’s fifty day moving average price is $266.33 and its two-hundred day moving average price is $313.69. The company has a market capitalization of $98.25 billion, a P/E ratio of 14.16, a PEG ratio of 0.94 and a beta of 1.53.

Adobe (NASDAQ:ADBE) last released its quarterly earnings results on Thursday, March 12th. The software company reported $6.06 earnings per share (EPS) for the quarter, topping 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 company 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 business posted $5.08 earnings per share. The company’s revenue for the quarter was up 12.0% compared to the same quarter last year. 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 16.65 EPS for the current year.

Wall Street Analysts Forecast Growth

Several equities analysts recently issued reports on the company. Weiss Ratings cut Adobe from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Friday, March 6th. TD Cowen lowered their target price on shares of Adobe from $400.00 to $325.00 and set a “hold” rating for the company in a research note on Tuesday, March 10th. Mizuho dropped their target price on shares of Adobe from $340.00 to $315.00 and set an “outperform” rating on the stock in a report on Friday, March 13th. Morgan Stanley decreased their price target on shares of Adobe from $425.00 to $365.00 and set an “equal weight” rating for the company in a report on Friday, March 13th. Finally, The Goldman Sachs Group lowered their price objective on shares of Adobe from $290.00 to $220.00 and set a “sell” rating for the company in a research report on Friday, March 13th. One investment analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, fourteen have assigned a Hold rating and five have assigned a Sell rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average target price of $343.88.

Insider Transactions at Adobe

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

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.