ARM Holdings PLC Sponsored ADR $ARM Position Raised by Clear Street Group Inc.

Clear Street Group Inc. raised its stake in ARM Holdings PLC Sponsored ADR (NASDAQ:ARM) by 5.5% during the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 122,733 shares of the company’s stock after buying an additional 6,399 shares during the quarter. Clear Street Group Inc.’s holdings in ARM were worth $13,416,000 as of its most recent SEC filing.

A number of other hedge funds also recently added to or reduced their stakes in the stock. Morgan Stanley lifted its stake in ARM by 1.2% in the fourth quarter. Morgan Stanley now owns 3,783,006 shares of the company’s stock valued at $413,521,000 after buying an additional 45,314 shares during the last quarter. Schroder Investment Management Group lifted its stake in ARM by 11.0% in the fourth quarter. Schroder Investment Management Group now owns 1,891,310 shares of the company’s stock valued at $206,739,000 after buying an additional 187,035 shares during the last quarter. Capital Research Global Investors lifted its stake in ARM by 5.1% in the fourth quarter. Capital Research Global Investors now owns 1,805,110 shares of the company’s stock valued at $197,332,000 after buying an additional 86,978 shares during the last quarter. Bank of America Corp DE lifted its stake in ARM by 22.1% in the third quarter. Bank of America Corp DE now owns 1,802,973 shares of the company’s stock valued at $255,103,000 after buying an additional 326,230 shares during the last quarter. Finally, Invesco Ltd. lifted its stake in ARM by 28.2% in the third quarter. Invesco Ltd. now owns 1,772,123 shares of the company’s stock valued at $250,738,000 after buying an additional 390,217 shares during the last quarter. 7.53% of the stock is currently owned by institutional investors.

ARM Trading Up 11.3%

Shares of ARM opened at $380.81 on Friday. The business’s 50-day moving average price is $243.82 and its 200 day moving average price is $165.14. The stock has a market capitalization of $406.74 billion, a P/E ratio of 453.35, a P/E/G ratio of 13.83 and a beta of 3.78. ARM Holdings PLC Sponsored ADR has a 1-year low of $100.02 and a 1-year high of $427.99.

ARM (NASDAQ:ARM) last released its 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. On average, research analysts predict that ARM Holdings PLC Sponsored ADR will post 1.12 earnings per share for the current year.

Wall Street Analyst Weigh In

ARM has been the topic of a number of research analyst reports. Jefferies Financial Group set a $290.00 price target on ARM in a report on Thursday, May 21st. Rosenblatt Securities raised their price target on ARM from $175.00 to $270.00 and gave the company a “buy” rating in a report on Thursday, May 7th. Bank of America raised their price target on ARM from $245.00 to $335.00 and gave the company a “neutral” rating in a report on Thursday. Guggenheim raised their price target on ARM from $240.00 to $255.00 and gave the company a “buy” rating in a report on Thursday, May 7th. Finally, Royal Bank Of Canada raised their price target on ARM from $175.00 to $260.00 and gave the company an “outperform” rating in a report on Thursday, May 7th. Twenty equities research analysts have rated the stock with a Buy rating, six have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $239.00.

Insider Activity at ARM

In other news, insider Spencer Collins sold 51,961 shares of the business’s stock in a transaction that occurred on Monday, May 11th. The stock was sold at an average price of $211.73, for a total transaction of $11,001,702.53. Following the sale, the insider directly owned 51,125 shares in the company, valued at approximately $10,824,696.25. The trade was a 50.41% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CEO Rene A. Haas sold 23,867 shares of the company’s stock in a transaction dated Wednesday, March 25th. The stock was sold at an average price of $161.17, for a total transaction of $3,846,644.39. Following the completion of the sale, the chief executive officer directly owned 290,965 shares in the company, valued at approximately $46,894,829.05. The trade was a 7.58% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 301,338 shares of company stock valued at $66,030,158.

ARM News Summary

Here are the key news stories impacting ARM this week:

• Positive Sentiment: Arm shares rallied after multiple Wall Street firms lifted price targets and highlighted growing demand tied to “agentic AI,” data-center CPUs, and broader AI infrastructure opportunities. Arm Holdings Rallies As Agentic AI Spark Triggers Wave Of Wall Street Upgrades
• Positive Sentiment: Bank of America raised its price target on Arm, reinforcing the view that the company’s licensing model and expanding AI chip opportunities could support further upside. Benzinga report on BofA target increase
• Positive Sentiment: New coverage describing Arm as a leading pure-play on agentic AI infrastructure helped fuel investor enthusiasm, with some commentary suggesting the stock still has long-term AI upside despite a recent run-up. Is Arm Holdings plc (ARM) A Good Stock To Buy Now?
• Neutral Sentiment: Arm also unveiled new mobile graphics technology, including an Android DLSS-style feature and Unreal Engine MegaLights support, which showcases product innovation but is not yet a direct earnings driver. Arm is bringing Android its own version of DLSS – game with Unreal MegaLights will show it off
• Negative Sentiment: Fresh reporting that the FTC is investigating Arm’s licensing practices could create regulatory overhang, especially as the company expands beyond IP licensing into chip-related initiatives. FTC Probe Puts Arm Licensing Model And AGI CPU Plans In Focus

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.