ADBE at a glance
Adobe Inc. (ADBE, SEC CIK 796343) filed its latest 10-K annual report on January 15, 2026, a 10-Q quarterly report on September 22, 2026, an 8-K current report on September 10, 2026 and Form 4 insider filings as recently as September 18, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended November 28, 2025 (FY2025), Adobe Inc. (ADBE) reported revenue of $23.8 billion (up 10.5% from FY2024) and net income of $7.1 billion. Diluted EPS was $16.70.
- As of June 30, 2026, 65 institutional investment managers tracked by SignalX reported holding Adobe Inc. (ADBE) shares worth $31.8 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by NARAYEN SHANTANU on September 17, 2026 of 1,378 shares at $246.09 per share.
- In the last 90 days, ADBE insiders reported 0 open-market purchases ($0) and 13 open-market sales ($31.5M) on Form 4, a net sale of $31.5M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $23.8B
- +10.5% vs prior year
- Insiders · 90 days
- 0 buys · 13 sells
- Net −$31.5M
- 13F holders
- 65 funds
- $31.8B · +3 vs prior quarter
- Latest 8-K
- Sep 10, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Nov 28, 2025
Management Discussion & Analysis
- Revenue Digital Media $17.65B, up 11% YoY from $15.86B; Digital Experience $5.86B, up 9% YoY from $5.37B
- Total Adobe ARR $25.20B, up 11.5% YoY; Digital Media ARR $19.20B, up 11.5% YoY; Digital Experience subscription revenue $5.41B, up 11% YoY
- Profitability margins not disclosed explicitly in provided text
- Macroeconomic risks: inflation, interest rates, currency fluctuations; revenue/earnings stable due to subscription model but long-term impacts uncertain
Business Overview
- Core business model: Digital media software and cloud-based creative solutions provider
- No new products, services, or segments explicitly introduced or emphasized in this filing
- Continued focus on compliance and governance with detailed insider trading policy disclosure
- Proxy statements incorporated by reference for executive compensation, ownership, and governance details
- Filing emphasizes procedural and regulatory disclosures rather than operational or strategic changes
Risk Factors
- Regulatory risk: Semrush acquisition $1.9B pending regulatory approvals, closing expected H1 fiscal 2026
- Macroeconomic risk: $6.82B non-cancellable vendor purchase obligations mainly for third-party hosting and data center services
- Operational risk: $485M non-cancellable operating leases on facilities and data centers through 2038
- Competitive risk: $25B stock repurchase program to counteract market dilution, $11.28B repurchased in fiscal 2025
- Financial risk: $6.15B senior notes outstanding with $1.03B max interest payment commitment through maturity
AI summary of the ADBE 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Aug 28, 2026
Management Discussion & Analysis
- Revenue $6.76B, up $772M or 13% YoY
- Subscription revenue $6.58B, up 14% YoY; Business Professionals & Consumers strongest at 16%
- Cost of revenue 11% of revenue vs 11% YoY; operating expenses 54% vs 53% YoY
- Net income $1.83B, up $55M or 3% YoY; effective tax rate 22% vs 19%
- Operating cash flow $7.65B year-to-date, up $775M or 11%; macroeconomic and foreign-exchange uncertainty remained headwinds
Risk Factors
- No material changes identified; carried-forward risks include revenue, margin, ARR and earnings shortfalls
- Regulatory and legal exposure from significant litigation or regulatory investigations, potentially increasing costs and diverting management resources
- Competitive risk from competitor product developments, technological advancements, acquisitions and changing industry conditions
- Market risk from extreme technology-stock volatility and securities class-action litigation
- Capital-allocation risk from $24,549 million remaining under repurchase plans after 9.5 million shares repurchased
AI summary of the ADBE 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item EX-99.1: Item EX-99.1
- Q3 FY2026 revenue $6.76B, up 13% YoY; subscription revenue $6.58B, reinforcing recurring-revenue momentum
- AI-first ARR grew more than 150% YoY, while total ARR reached $27.50B and monthly active users surpassed 1 billion
Item 2.02: Results of Operations and Financial Condition
- Q3 FY2026 results covered quarter ended August 28, 2026, with detailed figures in Exhibit 99.1
- Press release furnished September 10, 2026, rather than filed under the Exchange Act
Item 5.02: Departure/Appointment of Directors or Principal Officers
- David Wadhwani departing President, Creativity & Productivity Business, effective September 27, 2026
- Continued senior-advisor role supports leadership transition
Item 7.01: Regulation FD Disclosure
- Chakravarthy appointed Adobe President and CEO, marking an upcoming leadership transition
- Narayen retiring as CEO and becoming Executive Chair of the Board
Item EX-99.1: Item EX-99.1
- CEO succession effective December 1, 2026, with Anil Chakravarthy replacing Shantanu Narayen
- Narayen transitions to executive chair, preserving leadership continuity and supporting Adobe’s transformation
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Adobe approved temporary retention protections for Chief Legal Officer Louise Pentland amid an upcoming CEO transition
- Termination without Cause or for Good Reason triggers 12 months’ salary plus 100% target annual bonus
AI summaries of ADBE 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for ADBE
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| NARAYEN SHANTANU | Sell | Sep 17, 2026 | 1,378 | $246.09 |
| NARAYEN SHANTANU | Sell | Sep 17, 2026 | 3,430 | $247.36 |
| NARAYEN SHANTANU | Sell | Sep 17, 2026 | 7,168 | $248.14 |
| NARAYEN SHANTANU | Sell | Sep 17, 2026 | 10,313 | $249.17 |
| NARAYEN SHANTANU | Sell | Sep 17, 2026 | 17,595 | $250.19 |
| NARAYEN SHANTANU | Sell | Sep 17, 2026 | 9,978 | $251.02 |
| NARAYEN SHANTANU | Sell | Sep 17, 2026 | 638 | $251.76 |
| NARAYEN SHANTANU | Sell | Sep 16, 2026 | 8,358 | $250.22 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $21.5B | $23.8B |
| Gross Profit | - | $19.1B | $21.2B |
| Operating Income | - | $6.7B | $8.7B |
| Net Income | - | $5.6B | $7.1B |
| Gross Margin | - | 89.0% | 89.3% |
| Op. Margin | - | 31.3% | 36.6% |
| Net Margin | - | 25.9% | 30.0% |
| Balance Sheet | |||
| Total Assets | $29.8B | $30.2B | $29.5B |
| Equity | $16.5B | $14.1B | $11.6B |
| ROE | - | 39.4% | 61.3% |
| Per Share | |||
| EPS | - | $12.36 | $16.70 |
| Cash Flow | |||
| Operating CF | - | $8.1B | $10.0B |
| CapEx | - | $183.0M | $179.0M |
Source: XBRL data in Adobe Inc. (ADBE)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate ADBE share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 65 | $31.75B |
| Q1 2026 | 62 | $38.99B |
| Q4 2025 | 60 | $59.27B |
| Q3 2025 | 66 | $59.86B |
| Q2 2025 | 68 | $63.53B |
| Q1 2025 | 66 | $46.68B |
| Q4 2024 | 62 | $47.01B |
| Q3 2024 | 57 | $29.96B |
- Citadel Advisors LLC+619.3K (+249%)
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- Marex Group plc+442.4K (+765%)
- BlackRock+346.1K (+1%)
- Two Sigma Investments−2.04M (-65%)
- Franklin Resources−1.49M (-53%)
- Renaissance Technologies LLC−670.3K (-72%)
- Vanguard Portfolio Management LLC−608.8K (-6%)
- BNY Mellon−551.3K (-11%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 506 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
ADBE filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 10-Q | Sep 22, 2026 | Aug 28, 2026 | Analysis | |
| 4 | Sep 18, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 8-K | Sep 10, 2026 | - | Analysis | - |
| 8-K | Sep 8, 2026 | - | Analysis | - |
| 4 | Aug 17, 2026 | - | - | - |
| 4 | Jul 31, 2026 | - | - | - |
| 4 | Jul 17, 2026 | - | - | - |
| 4 | Jul 17, 2026 | - | - | - |
| 4 | Jul 17, 2026 | - | - | - |
| 4 | Jul 17, 2026 | - | - | - |
| 4 | Jul 17, 2026 | - | - | - |
| 8-K | Jul 17, 2026 | - | Analysis | - |
| 4 | Jul 17, 2026 | - | - | - |
| 4 | Jul 17, 2026 | - | - | - |
| 4 | Jul 17, 2026 | - | - | - |
| 4 | Jun 26, 2026 | - | - | - |
| 4 | Jun 17, 2026 | - | - | - |
| 4 | Jun 16, 2026 | - | - | - |
| 4 | Jun 16, 2026 | - | - | - |
| 10-Q | Jun 15, 2026 | May 29, 2026 | Analysis | |
| 8-K | Jun 11, 2026 | - | Analysis | - |
| 4 | May 1, 2026 | - | - | - |
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ADBE SEC filings: frequently asked questions
Are ADBE insiders buying or selling?
In the last 90 days, Adobe Inc. (ADBE) officers, directors and 10% owners reported no open-market purchases and 13 open-market sales worth $31.5 million by 2 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold ADBE stock?
As of June 30, 2026, the largest Adobe Inc. (ADBE) holders among the 13F filers tracked by SignalX were BlackRock ($8.4 billion), Vanguard Capital Management LLC ($5.4 billion), State Street Corp ($4.2 billion), Invesco Ltd ($3.0 billion), Vanguard Portfolio Management LLC ($1.9 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was ADBE's revenue in fiscal year 2025?
For the fiscal year ended November 28, 2025 (FY2025), Adobe Inc. (ADBE) reported revenue of $23.8 billion (up 10.5% from FY2024) and net income of $7.1 billion. Diluted EPS was $16.70. The figures come from the XBRL data in the 10-K.
What are the main risks in ADBE's latest 10-K?
In the 10-K filed January 15, 2026, Adobe Inc. (ADBE) flagged: Regulatory risk: Semrush acquisition $1.9B pending regulatory approvals, closing expected H1 fiscal 2026. Macroeconomic risk: $6.82B non-cancellable vendor purchase obligations mainly for third-party hosting and data center services. (AI summary of the Risk Factors section.)
What did ADBE report in its latest 8-K?
Adobe Inc. (ADBE) filed an 8-K on September 10, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Q3 FY2026 revenue $6.76B, up 13% YoY; subscription revenue $6.58B, reinforcing recurring-revenue momentum.
What are the latest ADBE SEC filings?
Adobe Inc. (ADBE) filed its latest 10-K annual report on January 15, 2026, a 10-Q quarterly report on September 22, 2026, an 8-K current report on September 10, 2026 and a Form 4 insider filing on September 18, 2026.
What is ADBE's SEC CIK number?
Adobe Inc. (ADBE)'s SEC Central Index Key (CIK) is 796343. EDGAR lists every ADBE filing under that number.
Ask anything about ADBE
The research agent reads ADBE's filings, financials, insider trades and 13F holders, then answers with sources.