ARM Holdings PLC Sponsored ADR $ARM Stake Raised by Sumitomo Mitsui DS Asset Management Company Ltd

Sumitomo Mitsui DS Asset Management Company Ltd boosted its holdings in ARM Holdings PLC Sponsored ADR (NASDAQ:ARM) by 20.3% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 14,287 shares of the company’s stock after acquiring an additional 2,412 shares during the quarter. Sumitomo Mitsui DS Asset Management Company Ltd’s holdings in ARM were worth $1,562,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently bought and sold shares of the stock. Compound Planning Inc. raised its holdings in ARM by 4.6% during the 3rd quarter. Compound Planning Inc. now owns 1,569 shares of the company’s stock worth $222,000 after buying an additional 69 shares during the period. Ritholtz Wealth Management grew its stake in shares of ARM by 3.0% in the 3rd quarter. Ritholtz Wealth Management now owns 2,439 shares of the company’s stock valued at $345,000 after buying an additional 70 shares in the last quarter. Rathbones Group PLC grew its stake in shares of ARM by 0.7% in the 3rd quarter. Rathbones Group PLC now owns 10,552 shares of the company’s stock valued at $1,493,000 after buying an additional 70 shares in the last quarter. Nwam LLC grew its stake in shares of ARM by 4.3% in the 3rd quarter. Nwam LLC now owns 1,711 shares of the company’s stock valued at $242,000 after buying an additional 71 shares in the last quarter. Finally, Kovack Advisors Inc. grew its stake in shares of ARM by 2.0% in the 3rd quarter. Kovack Advisors Inc. now owns 3,602 shares of the company’s stock valued at $510,000 after buying an additional 72 shares in the last quarter. Institutional investors and hedge funds own 7.53% of the company’s stock.

ARM Trading Down 0.0%

Shares of NASDAQ ARM opened at $213.27 on Friday. The business has a fifty day simple moving average of $154.24 and a 200 day simple moving average of $138.41. The firm has a market capitalization of $225.32 billion, a price-to-earnings ratio of 253.89, a PEG ratio of 9.59 and a beta of 3.40. ARM Holdings PLC Sponsored ADR has a one year low of $100.02 and a one year high of $239.50.

ARM (NASDAQ:ARM) last issued its earnings results on Wednesday, April 1st. The company reported $0.60 EPS for the quarter. ARM had a return on equity of 12.43% and a net margin of 18.37%.The business had revenue of $1.49 billion during the quarter. On average, research analysts anticipate that ARM Holdings PLC Sponsored ADR will post 1.18 earnings per share for the current fiscal year.

ARM News Roundup

Here are the key news stories impacting ARM this week:

• Positive Sentiment: ARM reported record quarterly and annual results, with strong AI cloud demand, growing royalty revenue, and early traction for its new AI-focused data-center CPU. Arm’s Record AI Results Test Lofty Valuation And Supply Constraints
• Positive Sentiment: Multiple Wall Street firms raised price targets, citing ARM’s position in agentic AI and CPU growth, including bullish calls from Wells Fargo, Guggenheim, Rosenblatt, Needham, and Goldman Sachs. Analyst price-target updates
• Neutral Sentiment: Management said AI data-center demand is expanding quickly, but the company is still working through how to monetize that demand at scale in the near term. Arm CEO looks to set the record straight after the stock’s post-earnings tumble
• Neutral Sentiment: Arm also made an upbeat long-term forecast for the CPU market, which supports the growth narrative but does not remove near-term execution concerns. Arm Just Made a Bold Prediction, And It Could Be a Huge Buy Signal
• Negative Sentiment: ARM warned that smartphone market weakness could hurt a vital revenue stream, prompting investors to sell the stock despite the earnings beat. Chip Designer Arm Warns of Weakness in the Smartphone Market. Its Stock Is Sinking.
• Negative Sentiment: Investors also reacted to concerns that supply constraints could prevent ARM from meeting surging demand for its new AI chip in the near term. Why Arm Holdings Stock Was Sliding Today

Insider Buying and Selling at ARM

In other ARM news, CEO Rene A. Haas sold 23,867 shares of the stock in a transaction on Wednesday, March 25th. The stock was sold at an average price of $161.17, for a total transaction of $3,846,644.39. Following the completion of the transaction, the chief executive officer directly owned 290,965 shares in the company, valued at $46,894,829.05. This represents a 7.58% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CFO Jason Child sold 21,280 shares of the stock in a transaction on Wednesday, March 25th. The stock was sold at an average price of $148.37, for a total value of $3,157,313.60. Following the transaction, the chief financial officer owned 174,706 shares of the company’s stock, valued at $25,921,129.22. This represents a 10.86% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 83,712 shares of company stock valued at $13,614,730 over the last quarter.

Wall Street Analyst Weigh In

Several brokerages recently commented on ARM. Bank of America reissued a “neutral” rating and issued a $120.00 price target on shares of ARM in a research note on Tuesday, January 13th. Citigroup cut ARM from a “buy” rating to a “hold” rating in a research note on Tuesday, January 13th. Deutsche Bank Aktiengesellschaft reissued a “hold” rating on shares of ARM in a research note on Thursday. HSBC raised ARM from a “reduce” rating to a “buy” rating and boosted their price target for the company from $90.00 to $205.00 in a research note on Friday, March 20th. Finally, Guggenheim upped their target price on ARM from $240.00 to $255.00 and gave the stock a “buy” rating in a research report on Thursday. Nineteen equities research analysts have rated the stock with a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $199.61.

ARM Company Profile

Arm Limited (NASDAQ: ARM) is a global semiconductor IP company best known for designing energy-efficient processor architectures and related technologies that underpin a wide range of computing devices. Founded in 1990 as a joint venture between Acorn Computers, Apple and VLSI Technology and headquartered in Cambridge, England, Arm develops the ARM instruction set architectures and core processor designs that chipmakers license and integrate into custom system-on-chip (SoC) products. The company operates a licensing and royalty business model rather than manufacturing chips itself.

Arm’s product portfolio includes CPU core families (such as Cortex and Neoverse lines), GPU and multimedia IP (Mali), neural processing units (Ethos) and a suite of system and physical IP blocks.