Iyo Bank Ltd. Makes New $922,000 Investment in ARM Holdings PLC Sponsored ADR $ARM

Iyo Bank Ltd. acquired a new stake in ARM Holdings PLC Sponsored ADR (NASDAQ:ARM) during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 6,514 shares of the company’s stock, valued at approximately $922,000.

Several other institutional investors have also recently modified their holdings of ARM. Schroder Investment Management Group boosted its position in ARM by 41.7% in the second quarter. Schroder Investment Management Group now owns 4,745,957 shares of the company’s stock valued at $767,611,000 after buying an additional 1,396,684 shares during the last quarter. Sustainable Growth Advisers LP lifted its stake in ARM by 116.8% during the 2nd quarter. Sustainable Growth Advisers LP now owns 3,457,220 shares of the company’s stock valued at $559,171,000 after acquiring an additional 1,862,626 shares during the period. Bank of America Corp DE increased its stake in shares of ARM by 12.8% in the second quarter. Bank of America Corp DE now owns 1,476,743 shares of the company’s stock worth $238,848,000 after acquiring an additional 168,149 shares during the period. Franklin Resources Inc. raised its holdings in shares of ARM by 27.9% during the second quarter. Franklin Resources Inc. now owns 1,417,829 shares of the company’s stock worth $229,320,000 after purchasing an additional 309,698 shares during the last quarter. Finally, Invesco Ltd. lifted its position in ARM by 139.9% during the second quarter. Invesco Ltd. now owns 1,381,906 shares of the company’s stock valued at $223,509,000 after purchasing an additional 805,886 shares during the period. 7.53% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several equities research analysts have commented on ARM shares. Morgan Stanley lowered their price target on shares of ARM from $180.00 to $135.00 and set an “overweight” rating on the stock in a report on Friday, January 23rd. Jefferies Financial Group set a $170.00 target price on ARM in a research note on Thursday, February 5th. Royal Bank Of Canada reduced their price target on ARM from $140.00 to $130.00 and set an “outperform” rating for the company in a research report on Thursday, February 5th. UBS Group decreased their price target on ARM from $175.00 to $170.00 and set a “buy” rating for the company in a report on Thursday, February 5th. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of ARM in a research note on Wednesday, January 21st. Sixteen equities research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, ARM currently has an average rating of “Moderate Buy” and a consensus price target of $160.81.

ARM Price Performance

Shares of NASDAQ:ARM opened at $131.74 on Thursday. The business’s 50 day moving average price is $115.06 and its 200-day moving average price is $135.83. ARM Holdings PLC Sponsored ADR has a 1 year low of $80.00 and a 1 year high of $183.16. The firm has a market capitalization of $139.18 billion, a price-to-earnings ratio of 175.65, a price-to-earnings-growth ratio of 8.84 and a beta of 4.35.

ARM (NASDAQ:ARM) last posted its quarterly earnings data on Wednesday, February 4th. The company reported $0.43 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.41 by $0.02. The business had revenue of $1.24 billion for the quarter, compared to the consensus estimate of $1.23 billion. ARM had a net margin of 17.15% and a return on equity of 14.01%. The company’s revenue was up 26.3% compared to the same quarter last year. During the same period last year, the firm posted $0.39 earnings per share. ARM has set its Q4 2026 guidance at 0.540-0.620 EPS. On average, sell-side analysts expect that ARM Holdings PLC Sponsored ADR will post 0.9 earnings per share for the current 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.