Robeco Schweiz AG Has $118.31 Million Stock Holdings in ARM Holdings PLC Sponsored ADR $ARM

Robeco Schweiz AG decreased its stake in ARM Holdings PLC Sponsored ADR (NASDAQ:ARM) by 6.0% during the second quarter, Holdings Channel.com reports. The institutional investor owned 731,496 shares of the company’s stock after selling 46,795 shares during the quarter. ARM accounts for about 2.7% of Robeco Schweiz AG’s portfolio, making the stock its 5th largest position. Robeco Schweiz AG’s holdings in ARM were worth $118,312,000 at the end of the most recent quarter.

Other hedge funds also recently made changes to their positions in the company. Goldman Sachs Group Inc. raised its position in ARM by 59.3% during the first quarter. Goldman Sachs Group Inc. now owns 6,574,854 shares of the company’s stock valued at $702,129,000 after purchasing an additional 2,446,224 shares in the last quarter. Sustainable Growth Advisers LP purchased a new position in shares of ARM during the 1st quarter valued at about $170,287,000. Robeco Institutional Asset Management B.V. lifted its position in ARM by 3,853.4% in the 2nd quarter. Robeco Institutional Asset Management B.V. now owns 520,465 shares of the company’s stock worth $84,180,000 after buying an additional 507,300 shares during the last quarter. American Century Companies Inc. boosted its stake in ARM by 112.3% in the first quarter. American Century Companies Inc. now owns 703,365 shares of the company’s stock worth $75,112,000 after buying an additional 372,081 shares in the last quarter. Finally, Mawer Investment Management Ltd. bought a new position in ARM during the second quarter valued at approximately $44,599,000. 7.53% of the stock is owned by institutional investors.

Analysts Set New Price Targets

Several equities analysts recently commented on the stock. BNP Paribas Exane raised shares of ARM from a “neutral” rating to an “outperform” rating and set a $210.00 target price on the stock in a report on Wednesday, July 16th. Evercore ISI increased their target price on ARM from $173.00 to $178.00 and gave the company an “outperform” rating in a report on Thursday, September 11th. Raymond James Financial lifted their price target on ARM from $140.00 to $165.00 and gave the stock an “outperform” rating in a research note on Thursday, July 31st. Mizuho boosted their price objective on ARM from $180.00 to $190.00 and gave the company an “outperform” rating in a research report on Thursday, November 6th. Finally, Barclays raised their target price on shares of ARM from $115.00 to $165.00 and gave the stock an “overweight” rating in a report on Thursday, November 6th. One equities research analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and seven have issued a Hold rating to the company. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $178.55.

ARM Stock Up 1.6%

Shares of ARM stock opened at $154.84 on Tuesday. The company has a market cap of $163.59 billion, a PE ratio of 198.51, a P/E/G ratio of 9.40 and a beta of 4.11. The business has a 50 day moving average of $155.71 and a 200 day moving average of $145.34. ARM Holdings PLC Sponsored ADR has a 52 week low of $80.00 and a 52 week high of $183.16.

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

ARM Company Profile

Arm Holdings Plc engages in the licensing, marketing, research, and development of microprocessors, systems IP, graphics processing units, physical IP and associated systems IP, software, and tools. It operates through the following geographical segments: United Kingdom, United States, and Other Countries.