United Capital Management of KS Inc. Has $11.41 Million Stock Holdings in ARM Holdings PLC Sponsored ADR $ARM

United Capital Management of KS Inc. grew its position in ARM Holdings PLC Sponsored ADR (NASDAQ:ARM) by 3.5% during the 4th quarter, Holdings Channel reports. The firm owned 104,361 shares of the company’s stock after purchasing an additional 3,496 shares during the quarter. ARM makes up about 1.6% of United Capital Management of KS Inc.’s investment portfolio, making the stock its 24th biggest position. United Capital Management of KS Inc.’s holdings in ARM were worth $11,408,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds also recently made changes to their positions in ARM. Compound Planning Inc. raised its holdings in shares of ARM by 4.6% in the third quarter. Compound Planning Inc. now owns 1,569 shares of the company’s stock valued at $222,000 after buying an additional 69 shares during the last quarter. Rathbones Group PLC raised its holdings in shares of ARM by 0.7% in the third quarter. Rathbones Group PLC now owns 10,552 shares of the company’s stock valued at $1,493,000 after buying an additional 70 shares during the last quarter. Kovack Advisors Inc. raised its holdings in shares of ARM by 2.0% in the third quarter. Kovack Advisors Inc. now owns 3,602 shares of the company’s stock valued at $510,000 after buying an additional 72 shares during the last quarter. Murphy & Mullick Capital Management Corp raised its holdings in shares of ARM by 9.1% in the third quarter. Murphy & Mullick Capital Management Corp now owns 926 shares of the company’s stock valued at $135,000 after buying an additional 77 shares during the last quarter. Finally, Balboa Wealth Partners raised its holdings in shares of ARM by 2.7% in the third quarter. Balboa Wealth Partners now owns 3,108 shares of the company’s stock valued at $440,000 after buying an additional 83 shares during the last quarter. Institutional investors and hedge funds own 7.53% of the company’s stock.

Analyst Ratings Changes

ARM has been the subject of a number of research analyst reports. Bank of America lifted their price target on ARM from $245.00 to $335.00 and gave the company a “neutral” rating in a report on Thursday. Susquehanna boosted their price objective on ARM from $170.00 to $210.00 and gave the stock a “positive” rating in a report on Thursday, April 16th. Wells Fargo & Company boosted their price objective on ARM from $255.00 to $410.00 and gave the stock an “overweight” rating in a report on Monday, June 1st. Rosenblatt Securities boosted their price objective on ARM from $175.00 to $270.00 and gave the stock a “buy” rating in a report on Thursday, May 7th. Finally, Guggenheim boosted their price objective on ARM from $240.00 to $255.00 and gave the stock a “buy” rating in a report on Thursday, May 7th. Twenty analysts have rated the stock with a Buy rating, six have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, ARM presently has a consensus rating of “Moderate Buy” and a consensus target price of $239.00.

Insider Activity at ARM

In other news, CEO Rene A. Haas sold 23,867 shares of the business’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 transaction, 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 transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CAO Laura Kathleen Bartels sold 11,306 shares of the business’s 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 transaction, the chief accounting officer owned 12,135 shares of the company’s stock, valued at $4,765,414.50. The trade was a 48.23% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 301,338 shares of company stock worth $66,030,158.

More ARM News

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 Trading Up 11.3%

Shares of NASDAQ:ARM opened at $380.81 on Friday. The stock has a market capitalization of $406.74 billion, a P/E ratio of 453.35, a P/E/G ratio of 12.43 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. The business has a 50-day moving average price of $243.82 and a two-hundred day moving average price of $165.14.

ARM (NASDAQ:ARM) last announced its quarterly earnings data on Wednesday, April 1st. The company reported $0.60 earnings per share for the quarter. The firm had revenue of $1.49 billion during the quarter. ARM had a return on equity of 12.43% and a net margin of 18.37%. As a group, equities analysts predict that ARM Holdings PLC Sponsored ADR will post 1.12 EPS for the current year.

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.