Adobe Inc. $ADBE Stock Holdings Raised by Equity Investment Corp

Posted by Stanley Muller on Nov 11th, 2026

Equity Investment Corp grew its position in Adobe Inc. (NASDAQ:ADBE – Free Report) by 8.8% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 358,005 shares of the software company’s stock after acquiring an additional 29,005 shares during the quarter. Equity Investment Corp’s holdings in Adobe were worth $85,900,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of the company. Investment Research & Advisory Group Inc. increased its holdings in shares of Adobe by 185.7% in the 3rd quarter. Investment Research & Advisory Group Inc. now owns 100 shares of the software company’s stock valued at $25,000 after acquiring an additional 65 shares during the period. Dunhill Financial LLC purchased a new stake in Adobe in the 2nd quarter valued at $95,000. Latitude Advisors LLC acquired a new stake in Adobe during the 3rd quarter worth $29,000. North Point Portfolio Managers Corp OH acquired a new stake in Adobe during the 3rd quarter worth $30,000. Finally, Bullock Wealth Management Group grew its position in Adobe by 468.2% during the 3rd quarter. Bullock Wealth Management Group now owns 125 shares of the software company’s stock worth $30,000 after purchasing an additional 103 shares during the last quarter. 81.79% of the stock is owned by institutional investors and hedge funds.

Adobe News Roundup

Here are the key news stories impacting Adobe this week:

Positive Sentiment: At Adobe MAX, the company introduced AI-agent features across Creative Cloud and Firefly to automate creative workflows. These tools could strengthen Adobe’s products and support customer retention and monetization. Adobe Creative Cloud agentic workflow announcement
Positive Sentiment: Adobe and Google expanded their partnership, bringing Adobe tools into Google Workspace and Google AI models into more Adobe apps—potentially widening distribution and making workflows more integrated. Adobe and Google partnership announcement
Positive Sentiment: Disney selected Adobe to develop custom AI models for media operations, adding a high-profile enterprise relationship that could demonstrate demand for Adobe’s AI offerings. Reuters report on Disney and Adobe
Negative Sentiment: The Google tie-up also arrives as Gemini expands across Adobe apps, raising questions about how Adobe will differentiate and capture value as outside AI models become more available in its software. Report on Gemini in Adobe apps
Negative Sentiment: Investors may also remain cautious after Citi warned that Adobe’s fiscal 2027 growth estimates could be too high, a concern that new product announcements have yet to resolve. Coverage of Citi’s Adobe downgrade

Wall Street Analyst Weigh In

A number of equities research analysts have recently commented on the stock. Wall Street Zen cut shares of Adobe from a “buy” rating to a “hold” rating in a report on Saturday, October 10th. Wells Fargo & Company downgraded shares of Adobe from an “overweight” rating to an “underweight” rating and decreased their target price for the stock from $270.00 to $225.00 in a research note on Monday, October 12th. Piper Sandler raised their price target on Adobe from $240.00 to $250.00 and gave the stock a “neutral” rating in a report on Friday, September 11th. JPMorgan Chase & Co. decreased their price objective on Adobe from $340.00 to $315.00 and set an “overweight” rating for the company in a research report on Friday, September 11th. Finally, HSBC downgraded Adobe from a “buy” rating to a “hold” rating and lowered their target price for the company from $310.00 to $267.00 in a research note on Tuesday, October 13th. Nine research analysts have rated the stock with a Buy rating, nineteen have given a Hold rating and eight have given a Sell rating to the stock. According to data from MarketBeat, Adobe currently has a consensus rating of “Hold” and an average price target of $282.52.

View Our Latest Stock Report on ADBE

Insider Buying and Selling

In other Adobe news, CEO Shantanu Narayen sold 50,500 shares of the firm’s stock in a transaction dated Thursday, September 17th. The shares were sold at an average price of $249.57, for a total transaction of $12,603,285.00. Following the completion of the transaction, the chief executive officer directly owned 238,724 shares in the company, valued at approximately $59,578,348.68. This trade represents a 17.46% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Insiders own 0.20% of the company’s stock.

Adobe Price Performance

Shares of NASDAQ:ADBE opened at $236.70 on Wednesday. The firm has a market capitalization of $92.12 billion, a price-to-earnings ratio of 13.21, a price-to-earnings-growth ratio of 0.83 and a beta of 1.37. 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 50 day simple moving average is $249.04 and its 200-day simple moving average is $249.02. Adobe Inc. has a 12 month low of $190.12 and a 12 month high of $362.71.

Adobe (NASDAQ:ADBE – Get Free Report) last announced its quarterly earnings results on Thursday, September 10th. The software company reported $6.13 earnings per share for the quarter, beating analysts’ consensus estimates of $6.08 by $0.05. The business had revenue of $6.76 billion during 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 business’s revenue for the quarter was up 12.9% on a year-over-year basis. During the same quarter 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. As a group, equities analysts forecast that Adobe Inc. will post 20.01 earnings per share for the current fiscal year.

Adobe Profile

(Free Report)

Adobe Inc. develops software and services for creating, managing and delivering digital content. Its products serve creative professionals, businesses, marketers and individual users around the world. Adobe’s Digital Media offerings include Creative Cloud applications such as Photoshop, Illustrator, Premiere Pro and InDesign, along with Acrobat tools for creating, editing and signing PDF documents. The company also provides generative AI capabilities through Adobe Firefly and related features in its creative products.