Mizuho Markets Americas LLC Makes New Investment in ARM Holdings PLC Sponsored ADR $ARM

Mizuho Markets Americas LLC bought a new stake in shares of ARM Holdings PLC Sponsored ADR (NASDAQ:ARM) during the 1st quarter, Holdings Channel.com reports. The fund bought 2,866 shares of the company’s stock, valued at approximately $434,000.

A number of other institutional investors and hedge funds have also made changes to their positions in ARM. Amundi grew its position in shares of ARM by 24.8% in the 1st quarter. Amundi now owns 11,804 shares of the company’s stock worth $1,153,000 after buying an additional 2,345 shares during the last quarter. Empowered Funds LLC lifted its position in ARM by 28.8% during the first quarter. Empowered Funds LLC now owns 4,887 shares of the company’s stock valued at $522,000 after acquiring an additional 1,094 shares during the last quarter. Schnieders Capital Management LLC. boosted its stake in ARM by 9.0% in the second quarter. Schnieders Capital Management LLC. now owns 2,430 shares of the company’s stock valued at $393,000 after acquiring an additional 200 shares in the last quarter. Bank of Nova Scotia purchased a new position in ARM in the second quarter worth $556,000. Finally, State Street Corp grew its holdings in ARM by 14.7% in the second quarter. State Street Corp now owns 441,445 shares of the company’s stock worth $71,399,000 after purchasing an additional 56,656 shares during the last quarter. 7.53% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting ARM

Here are the key news stories impacting ARM this week:

• Positive Sentiment: New commentary highlights that Arm’s AI opportunity may extend beyond short-term hype, citing the company’s architecture advantages, royalty model, and expanding end markets as supports for longer-term growth. Why ARM’s AI Opportunity Could Extend Beyond Market Hype
• Positive Sentiment: IDC-related coverage says Arm-based servers are gaining share versus x86 in AI infrastructure, with global AI infrastructure spending expected to reach $497 billion in 2026, reinforcing the company’s relevance in AI data centers. ARM servers overtake x86, AI infrastructure spending to reach $497B in ’26: IDC
• Positive Sentiment: Another report notes Arm is “gaining ground” in AI servers as the broader AI infrastructure market approaches $500 billion, which could support investor optimism around royalty growth. Arm Gains Ground in AI Servers
• Positive Sentiment: Windows on Arm compatibility is improving, as a modded driver reportedly enables Nvidia GPUs to work on Windows on ARM, a small but encouraging sign for ecosystem adoption. Modded RTX spark driver gets Nvidia GPUs working in Windows on ARM

Analyst Ratings Changes

Several analysts have recently commented on the company. Susquehanna increased their price objective on ARM from $300.00 to $320.00 and gave the company a “positive” rating in a report on Tuesday. Rosenblatt Securities upped their target price on ARM from $175.00 to $270.00 and gave the company a “buy” rating in a research report on Thursday, May 7th. Guggenheim increased their price target on ARM from $240.00 to $255.00 and gave the company a “buy” rating in a research note on Thursday, May 7th. The Goldman Sachs Group raised their price target on ARM from $125.00 to $150.00 and gave the stock a “sell” rating in a report on Thursday, May 7th. Finally, Royal Bank Of Canada boosted their price target on ARM from $175.00 to $260.00 and gave the stock an “outperform” rating in a research note on Thursday, May 7th. Seventeen investment analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, ARM currently has a consensus rating of “Moderate Buy” and an average target price of $297.65.

Insider Buying and Selling

In other news, insider Richard Roy Grisenthwaite sold 24,339 shares of the stock in a transaction on Monday, May 18th. The shares were sold at an average price of $209.15, for a total value of $5,090,501.85. Following the sale, the insider owned 5,543 shares in the company, valued at $1,159,318.45. This represents a 81.45% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Spencer Collins sold 51,961 shares of the firm’s stock in a transaction on Monday, May 11th. The stock was sold at an average price of $211.73, for a total transaction of $11,001,702.53. Following the transaction, the insider directly owned 51,125 shares of the company’s stock, valued at approximately $10,824,696.25. This trade represents a 50.41% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 216,049 shares of company stock worth $52,101,605 in the last quarter.

ARM Price Performance

Shares of ARM opened at $283.04 on Friday. The company’s fifty day moving average price is $329.25 and its 200-day moving average price is $208.02. ARM Holdings PLC Sponsored ADR has a 1-year low of $100.02 and a 1-year high of $452.70. The firm has a market capitalization of $302.31 billion, a PE ratio of 336.95, a price-to-earnings-growth ratio of 8.86 and a beta of 3.76.

ARM (NASDAQ:ARM) last issued its quarterly earnings results on Wednesday, April 1st. The company reported $0.60 EPS for the quarter. The company had revenue of $1.49 billion during the quarter. ARM had a return on equity of 12.43% and a net margin of 18.37%. As a group, research analysts anticipate that ARM Holdings PLC Sponsored ADR will post 1.12 EPS for the current fiscal year.

About ARM

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.