Marshall Wace LLP Purchases 207,209 Shares of ARM Holdings PLC Sponsored ADR $ARM

Marshall Wace LLP boosted its position in shares of ARM Holdings PLC Sponsored ADR (NASDAQ:ARM) by 75.1% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 482,952 shares of the company’s stock after acquiring an additional 207,209 shares during the period. Marshall Wace LLP’s holdings in ARM were worth $78,113,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also bought and sold shares of the company. Sustainable Growth Advisers LP lifted its holdings in shares of 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 purchasing an additional 1,862,626 shares during the last quarter. Schroder Investment Management Group increased its position in ARM by 41.7% during the 2nd 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 in the last quarter. Invesco Ltd. increased its position in ARM by 139.9% during the 2nd quarter. Invesco Ltd. now owns 1,381,906 shares of the company’s stock valued at $223,509,000 after buying an additional 805,886 shares in the last quarter. Robeco Institutional Asset Management B.V. raised its stake in ARM by 3,853.4% in the second quarter. Robeco Institutional Asset Management B.V. now owns 520,465 shares of the company’s stock valued at $84,180,000 after buying an additional 507,300 shares during the last quarter. Finally, 1832 Asset Management L.P. acquired a new stake in ARM in the second quarter worth about $65,294,000. 7.53% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently weighed in on the company. Needham & Company LLC restated a “hold” rating on shares of ARM in a research note on Thursday, November 6th. UBS Group dropped their target price on shares of ARM from $200.00 to $195.00 and set a “buy” rating on the stock in a research report on Thursday, November 6th. Loop Capital upped their price target on shares of ARM from $155.00 to $180.00 and gave the company a “buy” rating in a research note on Wednesday, November 12th. KeyCorp lifted their price objective on shares of ARM from $190.00 to $200.00 and gave the stock an “overweight” rating in a research note on Thursday, November 6th. Finally, Barclays boosted their price objective on shares of ARM from $115.00 to $165.00 and gave the company an “overweight” rating in a report on Thursday, November 6th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and eight have given a Hold rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $179.80.

ARM Price Performance

Shares of ARM stock opened at $141.31 on Friday. The stock has a market cap of $149.30 billion, a PE ratio of 181.17, a price-to-earnings-growth ratio of 8.42 and a beta of 4.23. The firm has a fifty day moving average price of $153.27 and a 200 day moving average price of $147.06. ARM Holdings PLC Sponsored ADR has a 1 year low of $80.00 and a 1 year high of $183.16.

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

About ARM

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.