ARM Holdings PLC Sponsored ADR $ARM Shares Acquired by Zevenbergen Capital Investments LLC

Zevenbergen Capital Investments LLC increased its position in shares of ARM Holdings PLC Sponsored ADR (NASDAQ:ARM) by 4.7% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 499,772 shares of the company’s stock after purchasing an additional 22,483 shares during the period. ARM accounts for about 1.4% of Zevenbergen Capital Investments LLC’s investment portfolio, making the stock its 22nd largest holding. Zevenbergen Capital Investments LLC’s holdings in ARM were worth $70,713,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in ARM. Haven Private LLC increased its position in shares of ARM by 0.9% during the 2nd quarter. Haven Private LLC now owns 7,973 shares of the company’s stock valued at $1,290,000 after purchasing an additional 74 shares during the period. Chicago Capital LLC boosted its stake in ARM by 0.5% during the second quarter. Chicago Capital LLC now owns 15,732 shares of the company’s stock valued at $2,544,000 after buying an additional 79 shares in the last quarter. Accel Wealth Management grew its holdings in ARM by 2.2% during the third quarter. Accel Wealth Management now owns 3,598 shares of the company’s stock worth $509,000 after acquiring an additional 79 shares during the period. GAMMA Investing LLC raised its position in ARM by 126.0% in the third quarter. GAMMA Investing LLC now owns 174 shares of the company’s stock worth $25,000 after acquiring an additional 97 shares in the last quarter. Finally, Ameritas Investment Partners Inc. raised its position in ARM by 2.3% in the second quarter. Ameritas Investment Partners Inc. now owns 4,383 shares of the company’s stock worth $709,000 after acquiring an additional 98 shares in the last quarter. 7.53% of the stock is owned by institutional investors.

Analysts Set New Price Targets

ARM has been the topic of several recent research reports. Morgan Stanley lowered their price objective on shares of ARM from $180.00 to $171.00 and set an “overweight” rating on the stock in a research note on Thursday, October 9th. Raymond James Financial assumed coverage on shares of ARM in a report on Friday, November 21st. They set a “hold” rating for the company. Bank of America dropped their price target on ARM from $205.00 to $145.00 and set a “buy” rating on the stock in a report on Tuesday. Wells Fargo & Company increased their price objective on ARM from $190.00 to $195.00 and gave the company an “overweight” rating in a research report on Thursday, November 6th. Finally, Benchmark restated a “hold” rating on shares of ARM in a report on Thursday, November 6th. One analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $178.30.

ARM Stock Performance

Shares of NASDAQ:ARM opened at $114.04 on Friday. The firm has a 50 day simple moving average of $147.94 and a 200 day simple moving average of $146.96. ARM Holdings PLC Sponsored ADR has a 52 week low of $80.00 and a 52 week high of $183.16. The company has a market cap of $120.49 billion, a PE ratio of 146.21, a price-to-earnings-growth ratio of 6.80 and a beta of 4.23.

ARM (NASDAQ:ARM) last posted its quarterly earnings data on Wednesday, November 5th. The company reported $0.39 earnings per share for the quarter, topping the consensus estimate of $0.33 by $0.06. The firm had revenue of $1.14 billion for the quarter, compared to analysts’ expectations of $1.06 billion. ARM had a net margin of 18.81% and a return on equity of 15.03%. The company’s quarterly revenue was up 34.5% compared to the same quarter last year. During the same period in the previous year, the company posted $0.30 EPS. ARM has set its Q3 2026 guidance at 0.370-0.450 EPS. On average, equities analysts predict that ARM Holdings PLC Sponsored ADR will post 0.9 earnings per share for the current year.

ARM 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.