Global X Japan Co. Ltd. Increases Holdings in Adobe Inc. $ADBE

Global X Japan Co. Ltd. increased its position in Adobe Inc. (NASDAQ:ADBE) by 40.5% during the 3rd quarter, Holdings Channel reports. The firm owned 15,334 shares of the software company’s stock after acquiring an additional 4,418 shares during the quarter. Adobe comprises approximately 0.5% of Global X Japan Co. Ltd.’s investment portfolio, making the stock its 29th largest holding. Global X Japan Co. Ltd.’s holdings in Adobe were worth $5,409,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also bought and sold shares of the company. Norges Bank bought a new position in shares of Adobe during the 2nd quarter worth $2,029,950,000. Assenagon Asset Management S.A. lifted its stake in Adobe by 308.1% in the second quarter. Assenagon Asset Management S.A. now owns 3,109,436 shares of the software company’s stock worth $1,202,979,000 after acquiring an additional 2,347,562 shares during the period. Amundi grew its holdings in Adobe by 24.7% during the 1st quarter. Amundi now owns 4,848,521 shares of the software company’s stock worth $1,782,642,000 after acquiring an additional 961,895 shares in the last quarter. AQR Capital Management LLC increased its position in Adobe by 116.9% during the 1st quarter. AQR Capital Management LLC now owns 1,632,789 shares of the software company’s stock valued at $616,345,000 after purchasing an additional 880,134 shares during the period. Finally, Kingstone Capital Partners Texas LLC bought a new stake in shares of Adobe in the 2nd quarter valued at about $318,224,000. 81.79% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

A number of equities analysts have recently issued reports on ADBE shares. Citigroup increased their price objective on shares of Adobe from $366.00 to $387.00 and gave the company a “neutral” rating in a research note on Wednesday, December 17th. JMP Securities reiterated a “market perform” rating on shares of Adobe in a report on Friday, September 12th. Wall Street Zen upgraded Adobe from a “hold” rating to a “buy” rating in a research note on Monday. Oppenheimer dropped their price objective on Adobe from $460.00 to $430.00 and set an “outperform” rating on the stock in a research report on Thursday, December 11th. Finally, Mizuho reduced their target price on shares of Adobe from $410.00 to $390.00 and set an “outperform” rating for the company in a report on Thursday, November 20th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating, eleven have issued a Hold rating and three have issued a Sell rating to the company’s stock. According to data from MarketBeat, Adobe presently has a consensus rating of “Hold” and a consensus price target of $417.93.

Adobe Trading Down 1.4%

Adobe stock opened at $352.42 on Wednesday. The company has a debt-to-equity ratio of 0.53, a quick ratio of 1.02 and a current ratio of 1.00. The stock has a market cap of $147.52 billion, a PE ratio of 21.09, a price-to-earnings-growth ratio of 1.41 and a beta of 1.54. The stock has a 50-day moving average of $337.43 and a two-hundred day moving average of $354.18. Adobe Inc. has a one year low of $311.58 and a one year high of $465.70.

Adobe (NASDAQ:ADBE) last issued its quarterly earnings results on Wednesday, December 10th. The software company reported $5.50 earnings per share for the quarter, topping analysts’ consensus estimates of $5.40 by $0.10. The business had revenue of $6.19 billion for the quarter, compared to analyst estimates of $6.11 billion. Adobe had a return on equity of 61.28% and a net margin of 30.00%.The company’s revenue was up 10.5% on a year-over-year basis. During the same quarter in the previous year, the firm earned $4.81 earnings per share. Adobe has set its Q1 2026 guidance at 5.850-5.900 EPS and its FY 2026 guidance at 23.300-23.500 EPS. On average, research analysts anticipate that Adobe Inc. will post 16.65 EPS for the current fiscal year.

Key Headlines Impacting Adobe

Here are the key news stories impacting Adobe this week:

• Positive Sentiment: Partnership: Adobe partnered with Runway to deliver advanced AI video solutions for creators and brands — expands Adobe’s product ecosystem in generative video, supports monetization of creative-cloud and Premiere workflows. Adobe and Runway partner to bring advanced AI videos solutions for creators and brands
• Positive Sentiment: Bullish analysis: A Seeking Alpha piece argues 2025 set the stage for multi-year growth as Adobe’s AI investments and recurring revenue mix position the company for accelerating monetization. Adobe: 2025 Was A Setup
• Positive Sentiment: Analyst upgrade: Wall Street Zen upgraded Adobe to a “Buy,” which can support investor sentiment and buying interest in the near term. Adobe (NASDAQ:ADBE) Upgraded by Wall Street Zen to “Buy” Rating
• Neutral Sentiment: BMO view: BMO kept an Outperform rating but trimmed its price target to $400 (from $405), praising Q4 results while flagging competitive pressure in lower-end offerings and AI. That keeps institutional support but caps near-term upside. BMO Stays Outperform on Adobe (ADBE) Despite Competitive AI Pressures
• Neutral Sentiment: Duplicate coverage: InsiderMonkey also reports BMO’s PT cut to $400 while reiterating Outperform — reinforces the same mixed message (solid fundamentals, cautious on AI competition). BMO Stays Outperform on Adobe (ADBE) Despite Competitive AI Pressures
• Neutral Sentiment: Price-target trims: Multiple Wall Street firms trimmed Adobe price targets while still praising revenue growth and the long-term outlook — suggests analysts see ongoing execution but nearer-term valuation pressure. Wall Street Firms Cut Adobe Inc. (ADBE) Price Target but Tout Revenue Growth and Long-term Outlook
• Negative Sentiment: Legal risk: Adobe was hit with a class-action lawsuit alleging misuse of data to train AI models — introduces regulatory, litigation and reputational risk that could pressure the stock if exposure grows. Adobe hit with class action over alleged AI training misuse

Insider Transactions at Adobe

In other Adobe news, CAO Jillian Forusz sold 149 shares of the firm’s stock in a transaction on Friday, October 31st. The shares were sold at an average price of $337.88, for a total value of $50,344.12. Following the completion of the transaction, the chief accounting officer owned 3,426 shares of the company’s stock, valued at approximately $1,157,576.88. This trade represents a 4.17% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Insiders own 0.16% of the company’s stock.

Adobe 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.