ARM Holdings PLC Sponsored ADR $ARM Shares Sold by Hoey Investments Inc.

Hoey Investments Inc. trimmed its stake in shares of ARM Holdings PLC Sponsored ADR (NASDAQ:ARM) by 48.9% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 6,685 shares of the company’s stock after selling 6,406 shares during the period. Hoey Investments Inc.’s holdings in ARM were worth $731,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA acquired a new stake in ARM during the fourth quarter worth about $43,000. OVERSEA CHINESE BANKING Corp Ltd grew its holdings in ARM by 183.0% during the fourth quarter. OVERSEA CHINESE BANKING Corp Ltd now owns 26,870 shares of the company’s stock worth $2,969,000 after acquiring an additional 17,375 shares during the period. Zurcher Kantonalbank Zurich Cantonalbank grew its holdings in ARM by 34.7% during the fourth quarter. Zurcher Kantonalbank Zurich Cantonalbank now owns 24,188 shares of the company’s stock worth $2,644,000 after acquiring an additional 6,232 shares during the period. GF Fund Management CO. LTD. grew its holdings in ARM by 9.5% during the fourth quarter. GF Fund Management CO. LTD. now owns 29,183 shares of the company’s stock worth $3,190,000 after acquiring an additional 2,539 shares during the period. Finally, Merit Financial Group LLC acquired a new stake in ARM during the fourth quarter worth about $243,000. 7.53% of the stock is owned by institutional investors and hedge funds.

More ARM News

Here are the key news stories impacting ARM this week:

• Positive Sentiment: Arm unveiled an AGI CPU with 136 Neoverse V3 cores aimed at AI agents — a material product development that supports ARM’s move into high?performance IP and in?house silicon, strengthening its addressable market in datacenter/AI chips. Article Title
• Positive Sentiment: AMI firmware validation for Arm AGI CPU platforms — validation by a firmware partner expedites customer deployment and reduces integration friction, supporting faster revenue realization from new silicon. Article Title
• Positive Sentiment: Susquehanna raised its price target to $210 and analysts are increasingly bullish, reflecting expectations for ARM’s CPU royalties and expansion beyond smartphones into datacenter/AI. Analyst upgrades can lift sentiment and demand for the shares. Article Title
• Positive Sentiment: Investor Bill Baruch publicly bought ARM, citing the pivot to AI chips and a recent Meta deal as catalysts — fresh insider/investor buying signals conviction from market participants. Article Title
• Positive Sentiment: High-profile retail/media endorsement — Jim Cramer recommended buying ARM on his Lightning Round, which can drive short?term retail interest and volume. Article Title
• Positive Sentiment: CEO Rene Haas taking an added role at SoftBank Group International signals closer strategic alignment with SoftBank, potentially smoothing partnerships and capital access. Article Title
• Neutral Sentiment: Stock hit all?time highs ahead of Q1 earnings — markets often re?rate ahead of results; this raises expectations but also increases the risk of a post?earnings pullback if guidance disappoints. Article Title
• Neutral Sentiment: Coverage pieces and idea features (Zacks, Yahoo) are highlighting ARM alongside other tech winners — positive for visibility but mixed impact on fundamentals. Article Title
• Neutral Sentiment: Articles questioning valuation (“Is the valuation justified?”) signal growing debate over how much AI upside is already priced in — keeps sentiment sensitive to execution. Article Title
• Negative Sentiment: CFO Jason Child sold 21,280 shares under a pre?arranged Rule 10b5?1 plan (12% reduction of his holding) — insider selling can be perceived negatively, though the 10b5?1 disclosure and continued large ownership temper the signal. Article Title
• Negative Sentiment: Analyst comparison (Zacks) favors peers like Coherent for faster near?term AI datacenter growth — highlights competitive risk and potential relative underperformance if peers outpace ARM on near?term metrics. Article Title

Wall Street Analysts Forecast Growth

ARM has been the topic of several analyst reports. Wells Fargo & Company raised their target price on ARM from $165.00 to $175.00 and gave the stock an “overweight” rating in a report on Wednesday, April 1st. Citigroup lowered ARM from a “buy” rating to a “hold” rating in a report on Tuesday, January 13th. Evercore dropped their price objective on ARM from $215.00 to $170.00 and set an “outperform” rating on the stock in a report on Thursday, February 5th. UBS Group dropped their price objective on ARM from $175.00 to $170.00 and set a “buy” rating on the stock in a report on Thursday, February 5th. Finally, TD Cowen dropped their price objective on ARM from $190.00 to $165.00 and set a “buy” rating on the stock in a report on Thursday, February 5th. Eighteen analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, ARM has an average rating of “Moderate Buy” and a consensus target price of $174.83.

ARM Price Performance

Shares of NASDAQ:ARM opened at $204.61 on Friday. The business’s 50 day moving average price is $140.00 and its 200-day moving average price is $136.04. The firm has a market capitalization of $216.17 billion, a PE ratio of 272.81, a P/E/G ratio of 8.86 and a beta of 3.33. ARM Holdings PLC Sponsored ADR has a 1 year low of $100.02 and a 1 year high of $210.80.

ARM (NASDAQ:ARM) last issued its quarterly earnings results on Thursday, February 5th. The company reported $0.43 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.41 by $0.02. The firm had revenue of $1.24 billion for the quarter, compared to analyst estimates of $1.23 billion. ARM had a return on equity of 14.01% and a net margin of 17.15%.The business’s revenue was up 26.3% on a year-over-year basis. During the same period in the previous year, the company posted $0.39 earnings per share. As a group, analysts expect that ARM Holdings PLC Sponsored ADR will post 0.85 earnings per share for the current year.

Insider Buying and Selling

In other news, CEO Rene A. Haas sold 9,299 shares of ARM stock in a transaction that occurred on Tuesday, April 14th. The stock was sold at an average price of $160.85, for a total value of $1,495,744.15. Following the sale, the chief executive officer directly owned 273,680 shares of the company’s stock, valued at $44,021,428. The trade was a 3.29% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Jason Child sold 21,280 shares of ARM stock in a transaction that occurred on Wednesday, April 22nd. The stock was sold at an average price of $180.00, for a total value of $3,830,400.00. Following the completion of the sale, the chief financial officer directly owned 153,426 shares in the company, valued at $27,616,680. This represents a 12.18% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 83,712 shares of company stock worth $13,614,730 over the last ninety days.

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.