Tempus Wealth Planning LLC Invests $719,000 in Adobe Inc. $ADBE

Tempus Wealth Planning LLC bought a new stake in shares of Adobe Inc. (NASDAQ:ADBE) during the 3rd quarter, according to its most recent filing with the SEC. The firm bought 2,037 shares of the software company’s stock, valued at approximately $719,000.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the stock. Brighton Jones LLC increased its position in shares of Adobe by 2.1% during the fourth quarter. Brighton Jones LLC now owns 8,068 shares of the software company’s stock worth $3,588,000 after acquiring an additional 167 shares during the last quarter. Sivia Capital Partners LLC grew its stake in Adobe by 25.5% during the 2nd quarter. Sivia Capital Partners LLC now owns 2,394 shares of the software company’s stock valued at $926,000 after purchasing an additional 486 shares in the last quarter. GFS Advisors LLC increased its holdings in Adobe by 21.2% during the 2nd quarter. GFS Advisors LLC now owns 13,764 shares of the software company’s stock worth $5,325,000 after purchasing an additional 2,405 shares during the last quarter. 1858 Wealth Management LLC raised its position in shares of Adobe by 21.7% in the 2nd quarter. 1858 Wealth Management LLC now owns 2,778 shares of the software company’s stock valued at $1,075,000 after purchasing an additional 496 shares in the last quarter. Finally, waypoint wealth counsel raised its position in shares of Adobe by 79.4% in the 2nd quarter. waypoint wealth counsel now owns 1,010 shares of the software company’s stock valued at $391,000 after purchasing an additional 447 shares in the last quarter. Hedge funds and other institutional investors own 81.79% of the company’s stock.

Trending Headlines about Adobe

Here are the key news stories impacting Adobe this week:

• Positive Sentiment: Adobe reversed its decision to discontinue Adobe Animate and moved the app to maintenance mode after heavy creator backlash — a move that removes a key PR overhang and reduces the risk of customer churn in creative communities. After backlash, Adobe cancels Adobe Animate shutdown and puts app on ‘maintenance mode’
• Positive Sentiment: An analyst action: Piper Sandler moved Adobe to a “hold” rating, which supports the argument that sellside views are stabilizing after the stock’s large decline. This is modestly supportive for near-term sentiment. Zacks / TickerReport coverage of Piper Sandler upgrade
• Positive Sentiment: Some outlets highlight a bull case and recent session gains (coverage noting intraday upticks), reflecting that selective buyers are viewing the recent pullback as a buying opportunity. Adobe Systems (ADBE) Increases Despite Market Slip
• Neutral Sentiment: Analyst surveys note Adobe has underperformed the market over the past year but sentiment is “cautiously optimistic” — this keeps expectations mixed and suggests analysts see recovery potential but not an imminent re-rating. Adobe Stock: Analyst Estimates & Ratings
• Neutral Sentiment: Long-form takeaways assessing whether the >50% decline since 2024 is a buying opportunity provide frameworks for investors (marketing spend up, AI strategy emphasized), but they are opinion pieces rather than new corporate developments. Adobe (ADBE) Stock: Is This 50% Drop a Buying Opportunity?
• Neutral Sentiment: A legislative note lists Adobe among companies likely to engage with major U.S. sporting events (sponsorship/promotional opportunities). This is peripheral and not an immediate earnings driver. New Bill: Senator Jacky Rosen introduces S. 3676
• Negative Sentiment: Wider software-sector selloff tied to accelerating AI competition and fresh model releases (plus new Anthropic tools) has pressured large software names, amplifying fear of AI-driven disruption and prompting sector rotation out of higher-multiple names like Adobe. Software Stocks Selloff: What’s Behind the Rout?
• Negative Sentiment: Initial reports that Adobe would end Animate sparked creator outrage and likely contributed to short-term selling before the reversal — a reminder that product missteps or communication errors can meaningfully affect sentiment. Adobe Ends Animate, Abandoning Millions Of Artists Amid AI Push
• Negative Sentiment: Headline pieces summarizing why ADBE is trading down reiterate the mix of macro/sector weakness, AI competition fears, and company-specific PR noise that are keeping buyers cautious. Adobe (ADBE) stock trades down, here is why

Adobe Trading Down 0.4%

Shares of NASDAQ ADBE opened at $268.38 on Monday. Adobe Inc. has a 12-month low of $264.04 and a 12-month high of $465.70. The company has a market cap of $110.17 billion, a price-to-earnings ratio of 16.06, a price-to-earnings-growth ratio of 1.06 and a beta of 1.51. 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’s 50 day simple moving average is $324.53 and its 200 day simple moving average is $338.40.

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

Wall Street Analyst Weigh In

A number of research firms have recently weighed in on ADBE. Piper Sandler downgraded shares of Adobe from an “overweight” rating to a “neutral” rating and decreased their price target for the stock from $470.00 to $330.00 in a research report on Monday, February 2nd. UBS Group decreased their price objective on shares of Adobe from $375.00 to $340.00 and set a “neutral” rating for the company in a report on Monday, January 26th. Wolfe Research cut their target price on shares of Adobe from $450.00 to $440.00 and set an “outperform” rating on the stock in a research note on Thursday, December 11th. Jefferies Financial Group downgraded Adobe from a “buy” rating to a “hold” rating and decreased their price target for the stock from $500.00 to $400.00 in a research note on Monday, January 5th. Finally, Weiss Ratings lowered Adobe from a “hold (c-)” rating to a “sell (d+)” rating in a report on Monday, February 2nd. One analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, eleven have given a Hold rating and four have assigned a Sell rating to the company. According to MarketBeat.com, Adobe currently has a consensus rating of “Hold” and an average price target of $401.13.

Insider Transactions at Adobe

In other Adobe news, CFO Daniel Durn sold 1,646 shares of the firm’s stock in a transaction that occurred on Tuesday, January 27th. The shares were sold at an average price of $294.85, for a total value of $485,323.10. Following the sale, the chief financial officer owned 41,995 shares in the company, valued at approximately $12,382,225.75. This trade represents a 3.77% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. 0.16% of the stock is owned by insiders.

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.