Ossiam Increases Stake in Adobe Inc. $ADBE

Ossiam lifted its position in Adobe Inc. (NASDAQ:ADBE) by 32.2% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 430,171 shares of the software company’s stock after buying an additional 104,785 shares during the quarter. Adobe makes up approximately 2.0% of Ossiam’s portfolio, making the stock its 9th biggest holding. Ossiam owned approximately 0.10% of Adobe worth $151,743,000 at the end of the most recent reporting period.

Other large investors also recently modified their holdings of the company. CX Institutional increased its holdings in shares of Adobe by 72.9% in the third quarter. CX Institutional now owns 27,922 shares of the software company’s stock worth $9,849,000 after purchasing an additional 11,769 shares during the period. Wright Investors Service Inc. raised its position in shares of Adobe by 114.4% in the third quarter. Wright Investors Service Inc. now owns 9,919 shares of the software company’s stock worth $3,499,000 after buying an additional 5,293 shares in the last quarter. Federated Hermes Inc. boosted its stake in Adobe by 185.1% during the third quarter. Federated Hermes Inc. now owns 898,408 shares of the software company’s stock valued at $316,913,000 after buying an additional 583,275 shares during the period. Jones Financial Companies Lllp grew its position in Adobe by 43.8% during the third quarter. Jones Financial Companies Lllp now owns 106,598 shares of the software company’s stock worth $38,309,000 after buying an additional 32,448 shares in the last quarter. Finally, Victory Capital Management Inc. grew its position in Adobe by 112.6% during the third quarter. Victory Capital Management Inc. now owns 1,341,410 shares of the software company’s stock worth $469,467,000 after buying an additional 710,357 shares in the last quarter. 81.79% of the stock is currently owned by institutional investors.

Adobe Price Performance

ADBE opened at $249.32 on Friday. The company has a current ratio of 1.00, a quick ratio of 1.00 and a debt-to-equity ratio of 0.53. The stock has a market capitalization of $102.35 billion, a P/E ratio of 14.52, a PEG ratio of 1.06 and a beta of 1.53. The stock has a 50-day moving average price of $283.88 and a 200-day moving average price of $323.22. Adobe Inc. has a 12-month low of $244.28 and a 12-month high of $422.95.

Adobe (NASDAQ:ADBE) last announced its quarterly earnings data on Thursday, March 12th. The software company reported $6.06 earnings per share for the quarter, beating analysts’ consensus estimates of $5.87 by $0.19. The company had revenue of $6.40 billion for the quarter, compared to analysts’ expectations of $6.28 billion. Adobe had a return on equity of 64.23% and a net margin of 29.48%.Adobe’s revenue for the quarter was up 12.0% compared to the same quarter last year. During the same period last year, the firm posted $5.08 EPS. Adobe has set its FY 2026 guidance at 23.300-23.500 EPS and its Q2 2026 guidance at 5.800-5.850 EPS. Equities analysts predict that Adobe Inc. will post 16.65 earnings per share for the current fiscal year.

Insider Activity at Adobe

In other Adobe news, CFO Daniel Durn sold 1,646 shares of Adobe stock in a transaction that occurred on 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 directly 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 ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Company insiders own 0.20% of the company’s stock.

More Adobe News

Here are the key news stories impacting Adobe this week:

• Positive Sentiment: Record Q1 results and AI traction — Adobe posted above‑consensus Q1 revenue and EPS and highlighted rapid AI-first ARR growth; management framed the quarter as an AI‑led acceleration, which supports the company’s long‑term revenue mix and margins. Adobe Delivers Record Q1 Results
• Neutral Sentiment: Guidance shows upside but raises questions — Adobe’s FY26 EPS range and Q2 outlook exceeded consensus, yet investors parsed the details (ARR cadence, freemium strategy) for sustainability before rewarding the stock. Adobe Q1 earnings & guidance
• Neutral Sentiment: Short‑interest figures reported inconsistently — publicly posted short data showed anomalous/zero values (NaN/0), so current short‑squeeze risk or bearish positioning is unclear.
• Negative Sentiment: DOJ settlement adds immediate cost and reputational overhang — Adobe agreed to a $150M package (roughly $75M cash + $75M in free services) to resolve claims about hard‑to‑cancel subscriptions, creating a headline liability and consumer‑facing remediation burden. Adobe agrees to pay $150 million to resolve alleged violations
• Negative Sentiment: CEO succession uncertainty — Shantanu Narayen announced he will step down once a successor is named (he will remain board chair), creating near‑term leadership uncertainty at a critical time for Adobe’s AI strategy and execution. Shantanu Narayen Announces Decision to Transition as Adobe’s CEO
• Negative Sentiment: Analyst downgrades and lower targets amplify selling — Several firms cut price targets or moved to neutral/equal‑weight, citing CEO transition and mixed ARR trends, which pressured sentiment and triggered further mark‑downs. These Analysts Cut Their Forecasts On Adobe Following Q1 Earnings

Wall Street Analyst Weigh In

Several analysts have weighed in on ADBE shares. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $430.00 price target on shares of Adobe in a report on Monday, March 9th. Robert W. Baird set a $350.00 price objective on Adobe in a report on Wednesday, January 14th. Wolfe Research decreased their price objective on shares of Adobe from $450.00 to $440.00 and set an “outperform” rating on the stock in a research report on Thursday, December 11th. Citigroup lowered their target price on shares of Adobe from $387.00 to $315.00 and set a “neutral” rating on the stock in a research note on Friday, March 6th. Finally, Barclays lowered shares of Adobe from an “overweight” rating to an “equal weight” rating and dropped their target price for the company from $335.00 to $275.00 in a research report on Friday. One analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, twelve have issued a Hold rating and five have assigned a Sell rating to the company. According to MarketBeat.com, the company has a consensus rating of “Hold” and an average price target of $347.85.

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.