Baldwin Wealth Partners LLC MA Sells 35,938 Shares of Adobe Inc. $ADBE

Baldwin Wealth Partners LLC MA reduced its holdings in Adobe Inc. (NASDAQ:ADBE) by 81.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 8,415 shares of the software company’s stock after selling 35,938 shares during the quarter. Baldwin Wealth Partners LLC MA’s holdings in Adobe were worth $2,945,000 at the end of the most recent quarter.

Several other large investors also recently made changes to their positions in ADBE. Measured Wealth Private Client Group LLC bought a new stake in Adobe during the 3rd quarter worth approximately $26,000. KERR FINANCIAL PLANNING Corp purchased a new stake in shares of Adobe during the 3rd quarter valued at approximately $27,000. LSV Asset Management lifted its holdings in Adobe by 350.0% during the 2nd quarter. LSV Asset Management now owns 72 shares of the software company’s stock worth $28,000 after purchasing an additional 56 shares in the last quarter. Caitlin John LLC bought a new position in Adobe in the 3rd quarter valued at $28,000. Finally, Horizon Financial Services LLC increased its position in shares of Adobe by 4,000.0% in the second quarter. Horizon Financial Services LLC now owns 82 shares of the software company’s stock worth $32,000 after purchasing an additional 80 shares during the last quarter. 81.79% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In other Adobe news, CFO Daniel Durn sold 1,646 shares of the business’s stock in a transaction dated Tuesday, January 27th. The shares were sold at an average price of $294.85, for a total value of $485,323.10. Following the completion of the sale, the chief financial officer directly owned 41,995 shares of the company’s stock, valued at $12,382,225.75. The trade was 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. Corporate insiders own 0.20% of the company’s stock.

Adobe Stock Up 0.9%

NASDAQ ADBE opened at $248.15 on Friday. The company has a quick ratio of 1.00, a current ratio of 0.91 and a debt-to-equity ratio of 0.47. The company has a fifty day moving average of $275.23 and a two-hundred day moving average of $319.52. The firm has a market capitalization of $101.87 billion, a price-to-earnings ratio of 14.45, a PEG ratio of 0.96 and a beta of 1.53. Adobe Inc. has a 52 week low of $241.00 and a 52 week high of $422.95.

Adobe (NASDAQ:ADBE) last issued its quarterly earnings results on Thursday, March 12th. The software company reported $6.06 EPS for the quarter, beating the consensus estimate of $5.87 by $0.19. Adobe had a net margin of 29.48% and a return on equity of 64.48%. The company had revenue of $6.40 billion for the quarter, compared to the consensus estimate of $6.28 billion. During the same period in the prior year, the firm posted $5.08 EPS. The firm’s revenue 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. On average, analysts predict that Adobe Inc. will post 16.65 earnings per share for the current year.

More Adobe News

Here are the key news stories impacting Adobe this week:

• Positive Sentiment: Q1 results and guidance beat expectations — Adobe reported better‑than‑expected revenue and EPS and provided FY26/Q2 guidance, supporting the fundamental bull case (strong margins and AI product adoption).
• Positive Sentiment: Adobe partners with NVIDIA to bolster Firefly and AI workflows, a strategic tie that can accelerate product capabilities and enterprise adoption. Adobe Taps NVIDIA for AI
• Positive Sentiment: High‑profile commercial deals — expanded multi‑year MLB partnership increases Adobe’s enterprise reach and provides a visible use case for its AI and marketing tools. Adobe’s MLB Deal Puts AI Tools To The Test At Scale
• Neutral Sentiment: Data anomaly on short interest — recent filings show zero short interest (likely a reporting glitch), so short‑interest metrics are unreliable right now and not driving a clear directional signal.
• Neutral Sentiment: Several analyst pieces and think‑pieces (bull and bear) are amplifying volatility but offer mixed conclusions on valuation versus growth; these are influencing sentiment more than fundamentals. Assessing Adobe (ADBE) Valuation
• Negative Sentiment: Regulatory pressure — U.K. antitrust probe into early cancellation fees and a reported $75M remediation/penalty raise legal/operational risk and headline risk. UK regulator probes Adobe over cancellation fees
• Negative Sentiment: Competitive threats from Big Tech — Google’s redesigned Stitch platform and repeated comparisons showing Microsoft’s Azure/AI momentum are pressuring Adobe’s growth narrative and multiple. Adobe Stock Drops After Google’s Stitch Redesign
• Negative Sentiment: Investor positioning and options activity — unusually large put buying and bearish commentary (including “SaaSpocalypse” headlines) signal elevated downside risk and likely contributed to recent selling pressure.
• Negative Sentiment: Leadership uncertainty — the announced CEO transition is cited in multiple analyses as a near‑term risk to sentiment and has added to the stock’s recent weakness. Microsoft vs. Adobe: Which Software Giant Has Better Upside Potential?

Wall Street Analysts Forecast Growth

A number of brokerages have recently issued reports on ADBE. Oppenheimer reaffirmed a “market perform” rating on shares of Adobe in a research note on Friday, March 13th. The Goldman Sachs Group decreased their price target on shares of Adobe from $290.00 to $220.00 and set a “sell” rating for the company in a research note on Friday, March 13th. Piper Sandler lowered their price target on shares of Adobe from $330.00 to $280.00 and set a “neutral” rating for the company in a research report on Friday, March 13th. Wolfe Research dropped their price target 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. Finally, Wall Street Zen raised Adobe from a “hold” rating to a “buy” rating in a report on Saturday, March 7th. One equities research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, thirteen have issued a Hold rating and five have issued a Sell rating to the company. According to MarketBeat.com, Adobe currently has a consensus rating of “Hold” and a consensus target price of $343.88.

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.