Mn Services Vermogensbeheer B.V. Has $57.77 Million Stock Holdings in Adobe Inc. $ADBE

Mn Services Vermogensbeheer B.V. boosted its position in shares of Adobe Inc. (NASDAQ:ADBE) by 1.8% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 165,064 shares of the software company’s stock after acquiring an additional 2,890 shares during the period. Mn Services Vermogensbeheer B.V.’s holdings in Adobe were worth $57,771,000 at the end of the most recent quarter.

A number of other hedge funds also recently modified their holdings of the company. Vanguard Group Inc. grew its holdings in shares of Adobe by 0.8% during the 3rd quarter. Vanguard Group Inc. now owns 41,369,395 shares of the software company’s stock worth $14,593,054,000 after purchasing an additional 344,816 shares in the last quarter. State Street Corp raised its stake in shares of Adobe by 1.7% in the third quarter. State Street Corp now owns 20,632,009 shares of the software company’s stock valued at $7,277,941,000 after purchasing an additional 352,448 shares in the last quarter. Arrowstreet Capital Limited Partnership raised its stake in shares of Adobe by 53.3% in the third quarter. Arrowstreet Capital Limited Partnership now owns 5,617,145 shares of the software company’s stock valued at $1,981,448,000 after purchasing an additional 1,952,994 shares in the last quarter. Amundi lifted its position in Adobe by 17.9% in the third quarter. Amundi now owns 4,888,283 shares of the software company’s stock worth $1,711,583,000 after purchasing an additional 742,646 shares during the period. Finally, Invesco Ltd. lifted its position in Adobe by 9.4% in the third quarter. Invesco Ltd. now owns 4,821,688 shares of the software company’s stock worth $1,700,850,000 after purchasing an additional 414,526 shares during the period. Institutional investors own 81.79% of the company’s stock.

Insider Transactions at Adobe

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 transaction, the chief financial officer directly owned 41,995 shares in the company, valued at $12,382,225.75. The trade was a 3.77% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.20% of the stock is owned by corporate insiders.

Adobe News Roundup

Here are the key news stories impacting Adobe this week:

• Positive Sentiment: New product feature: Adobe shipped an AI-enabled “Turntable” for Illustrator that rotates 2D vectors in 3D space, reinforcing Adobe’s competitive edge in creative tools and AI-driven UX improvements. This is a tangible product upgrade that can help drive retention and upsells. Adobe Illustrator can now use AI to rotate 2D vectors in 3D space
• Positive Sentiment: Board/advisory strengthening: Former Airtel CEO Manoj Kohli joined Adobe’s international advisory board, a hire positioned to accelerate Adobe’s growth strategy in high-growth markets and support global expansion of AI initiatives. Former Airtel CEO Manoj Kohli joins Adobe international advisory board
• Positive Sentiment: Analyst/earnings support: Erste Group raised FY2027 EPS estimates for Adobe, and recent quarterly results showed an EPS beat and raised FY‑2026 guidance — facts that underpin the stock’s valuation re-rating potential if growth persists. FY2027 EPS Estimates for Adobe Raised by Erste Group Bank
• Neutral Sentiment: Industry signal: Rising demand for MCP servers and AI tooling (benefiting competitors like Figma) highlights robust enterprise and creative software demand — a tailwind for the category that Adobe can capture, but it also signals intensifying competition. Figma Rides on Strong MCP Server Demand: A Sign for More Upside?
• Negative Sentiment: Regulatory risk: The UK Competition and Markets Authority launched a probe into Adobe’s early cancellation costs for subscription products, spotlighting potential consumer‑protection remedies or fines and raising questions about subscription contract terms and churn — a direct risk to Adobe’s recurring revenue model. The probe also amplifies existing scrutiny around CEO succession and the company’s AI/subscription strategy. Adobe Faces CMA Probe As Subscription Model And Valuation Come Into Focus

Adobe Stock Performance

Adobe stock opened at $241.13 on Tuesday. The company has a debt-to-equity ratio of 0.47, a current ratio of 0.91 and a quick ratio of 0.91. The stock has a fifty day moving average price of $267.28 and a two-hundred day moving average price of $314.44. Adobe Inc. has a 52-week low of $233.15 and a 52-week high of $422.95. The firm has a market capitalization of $97.46 billion, a P/E ratio of 14.04, a P/E/G ratio of 0.92 and a beta of 1.53.

Adobe (NASDAQ:ADBE) last issued its 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 quarter in the previous year, the company earned $5.08 EPS. The firm’s revenue for the quarter 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. As a group, analysts anticipate that Adobe Inc. will post 16.65 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

ADBE has been the topic of a number of recent research reports. Barclays downgraded shares of Adobe from an “overweight” rating to an “equal weight” rating and decreased their price target for the stock from $335.00 to $275.00 in a research note on Friday, March 13th. DA Davidson set a $300.00 price objective on shares of Adobe in a report on Friday, March 13th. Royal Bank Of Canada reiterated an “outperform” rating and set a $430.00 target price on shares of Adobe in a research report on Monday, March 9th. The Goldman Sachs Group lowered their target price on shares of Adobe from $290.00 to $220.00 and set a “sell” rating on the stock in a research note on Friday, March 13th. Finally, Piper Sandler dropped 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. One investment analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, fourteen have issued a Hold rating and five have given a Sell rating to the company. According to MarketBeat.com, Adobe presently has a consensus rating of “Hold” and a consensus target price of $343.88.

Adobe Company 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.