Tower View Wealth Management LLC Sells 2,457 Shares of ARM Holdings PLC Sponsored ADR $ARM

Tower View Wealth Management LLC trimmed its stake in shares of ARM Holdings PLC Sponsored ADR (NASDAQ:ARM) by 12.2% during the 1st quarter, Holdings Channel.com reports. The fund owned 17,695 shares of the company’s stock after selling 2,457 shares during the quarter. ARM accounts for approximately 1.4% of Tower View Wealth Management LLC’s portfolio, making the stock its 28th largest position. Tower View Wealth Management LLC’s holdings in ARM were worth $2,677,000 at the end of the most recent quarter.

Other large investors have also bought and sold shares of the company. Rathbones Group PLC increased its stake in shares of ARM by 4,638.8% in the fourth quarter. Rathbones Group PLC now owns 500,043 shares of the company’s stock worth $54,660,000 after buying an additional 489,491 shares during the period. Paragon Capital Management Inc. purchased a new stake in ARM during the 4th quarter valued at $826,000. Lansdowne Partners UK LLP purchased a new position in shares of ARM in the third quarter valued at about $8,486,000. Hyperion Asset Management Ltd bought a new position in shares of ARM during the third quarter valued at about $202,980,000. Finally, Zurcher Kantonalbank Zurich Cantonalbank grew its stake in shares of ARM by 34.7% in the fourth quarter. Zurcher Kantonalbank Zurich Cantonalbank now owns 24,188 shares of the company’s stock worth $2,644,000 after purchasing an additional 6,232 shares during the last quarter. 7.53% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

ARM has been the subject of several research analyst reports. Royal Bank Of Canada increased their price objective on ARM from $175.00 to $260.00 and gave the stock an “outperform” rating in a report on Thursday, May 7th. Weiss Ratings reiterated a “hold (c)” rating on shares of ARM in a report on Monday, April 20th. Wells Fargo & Company upped their price objective on shares of ARM from $255.00 to $410.00 and gave the stock an “overweight” rating in a report on Monday, June 1st. Morgan Stanley reaffirmed an “equal weight” rating and set a $150.00 target price (up from $135.00) on shares of ARM in a research note on Tuesday, April 7th. Finally, HSBC upgraded shares of ARM from a “reduce” rating to a “buy” rating and boosted their price target for the company from $90.00 to $205.00 in a research report on Friday, March 20th. Nineteen equities research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $279.83.

Insider Buying and Selling

In other news, CFO Jason Child sold 31,920 shares of the stock in a transaction on Wednesday, May 20th. The stock was sold at an average price of $226.54, for a total value of $7,231,156.80. Following the sale, the chief financial officer directly owned 174,232 shares of the company’s stock, valued at approximately $39,470,517.28. This represents a 15.48% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Laura Kathleen Bartels sold 11,306 shares of ARM stock in a transaction dated Tuesday, June 2nd. The stock was sold at an average price of $392.70, for a total value of $4,439,866.20. Following the completion of the transaction, the chief accounting officer directly owned 12,135 shares of the company’s stock, valued at approximately $4,765,414.50. This represents a 48.23% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 248,205 shares of company stock valued at $57,741,572.

ARM Stock Performance

ARM stock opened at $347.71 on Friday. The firm has a 50 day moving average price of $288.40 and a 200-day moving average price of $181.99. ARM Holdings PLC Sponsored ADR has a 52-week low of $100.02 and a 52-week high of $452.70. The firm has a market capitalization of $371.38 billion, a price-to-earnings ratio of 413.94, a PEG ratio of 13.04 and a beta of 3.78.

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

Key Headlines Impacting ARM

Here are the key news stories impacting ARM this week:

• Positive Sentiment: Arm shares rebounded after analyst price-target increases, suggesting Wall Street still sees upside despite the recent selloff. Arm Holdings Stock Rebounds After PT Hikes
• Positive Sentiment: Optimism around AI CPU demand remains a support for the long-term bull case, with coverage highlighting Arm as a potential winner in the next AI wave. AMD and Arm Emerge as Key Winners in the Next AI Wave
• Positive Sentiment: Commentary around Masayoshi Son’s comments that Arm could be worth far more over time reinforced enthusiasm for the company’s AI and CPU market opportunity. Masayoshi Son Says ARM’s Valuation Could Soar Over 10X From $391B
• Neutral Sentiment: Several market articles debated whether Arm is still a buy near recent levels and compared it with AMD in the AI data-center race; these pieces add attention but do not change fundamentals by themselves. Is Arm Holdings a Buy Near $347? Arm Holdings vs Advanced Micro Devices
• Neutral Sentiment: Short-interest data did not show a meaningful change, so it is unlikely to be a major factor in the stock’s move.
• Negative Sentiment: Arm extended losses after a sharp drop tied to a broader selloff in high-growth AI stocks, with investors taking profits and worrying about valuation. Arm stock slides despite Wall Street upgrades as AI CPU optimism grows
• Negative Sentiment: Another article highlighted a recent double-digit drawdown as a possible sign of continued profit-taking after Arm’s huge year-to-date run. Arm Stock Is Up 235% in 2026

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.