USS Investment Management Ltd Buys 1,881 Shares of ARM Holdings PLC Sponsored ADR $ARM

USS Investment Management Ltd boosted its stake in ARM Holdings PLC Sponsored ADR (NASDAQ:ARM) by 6.6% during the first quarter, according to the company in its most recent filing with the SEC. The fund owned 30,229 shares of the company’s stock after buying an additional 1,881 shares during the period. USS Investment Management Ltd’s holdings in ARM were worth $4,570,000 as of its most recent filing with the SEC.

Several other large investors have also recently bought and sold shares of the stock. Capital Research Global Investors bought a new stake in shares of ARM during the third quarter worth approximately $243,098,000. Northwestern Mutual Wealth Management Co. increased its stake in shares of ARM by 2,623.5% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 1,671,787 shares of the company’s stock worth $182,743,000 after purchasing an additional 1,610,403 shares during the period. Hyperion Asset Management Ltd acquired a new stake in ARM during the 3rd quarter worth approximately $202,980,000. Employees Provident Fund Board acquired a new stake in ARM during the 4th quarter worth approximately $120,241,000. Finally, SG Americas Securities LLC boosted its stake in ARM by 265.6% in the 1st quarter. SG Americas Securities LLC now owns 971,067 shares of the company’s stock valued at $146,903,000 after purchasing an additional 705,459 shares during the period. 7.53% of the stock is owned by institutional investors.

Key ARM News

Here are the key news stories impacting ARM this week:

• Positive Sentiment: Arm reported another quarter of solid revenue growth, driven by higher licensing activity and a larger royalty base, reinforcing demand for its chip architecture and AI-related exposure. Arm Holdings’ Robust Licensing Business Drives AI-Fueled Growth
• Positive Sentiment: Oracle Cloud Infrastructure joined Arm’s AGI CPU ecosystem, expanding Arm’s reach into agentic AI and data-center workloads and broadening its enterprise cloud footprint. Arm (ARM) Expands Its AGI CPU Ecosystem With Oracle Cloud Infrastructure
• Positive Sentiment: Nvidia’s ARM-based laptop superchip highlights continued industry interest in Arm’s architecture and could further validate the company’s ecosystem strength. Nvidia unveiled an ARM-based laptop superchip aimed squarely at Apple silicon
• Neutral Sentiment: Several articles note that Arm’s stock has risen sharply this year, reflecting strong AI optimism, but this also means expectations are already elevated. ARM Stock Soars 118% in a Year: Is the Buying Opportunity Gone?
• Negative Sentiment: Multiple rating-downgrade and valuation-focused pieces argue that Arm’s share price has run ahead of fundamentals, warning that the premium valuation leaves little room for disappointment. Arm Holdings: The Valuation Is Ahead Of The Story (Rating Downgrade)
• Negative Sentiment: Another bearish note warned that speculative momentum in ARM could reverse sharply if growth expectations cool or investor enthusiasm fades. Arm Holdings: A Speculative Rally Could Easily Lead To A Disaster For Current Buyers
• Negative Sentiment: Concerns were also raised that SoftBank-related liquidation risk and broader macro pressures could weigh on the stock despite its AI narrative. Arm Holdings: Agentic Silicon Arbitrage Eclipsed By SoftBank Liquidation Threat (Rating Downgrade)

Analyst Upgrades and Downgrades

A number of research analysts have commented on the company. Rosenblatt Securities upped their price objective on ARM from $175.00 to $270.00 and gave the company a “buy” rating in a report on Thursday, May 7th. Deutsche Bank Aktiengesellschaft reissued a “hold” rating on shares of ARM in a report on Thursday, May 7th. The Goldman Sachs Group boosted their target price on shares of ARM from $125.00 to $150.00 and gave the company a “sell” rating in a research report on Thursday, May 7th. Morgan Stanley restated an “equal weight” rating and issued a $150.00 price target (up from $135.00) on shares of ARM in a research note on Tuesday, April 7th. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of ARM in a research report on Monday, April 20th. Nineteen 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 company. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $279.83.

ARM Stock Performance

NASDAQ:ARM opened at $315.28 on Friday. The company has a market cap of $336.74 billion, a price-to-earnings ratio of 375.33, a PEG ratio of 11.45 and a beta of 3.76. ARM Holdings PLC Sponsored ADR has a fifty-two week low of $100.02 and a fifty-two week high of $452.70. The stock has a fifty day moving average price of $307.70 and a 200-day moving average price of $189.88.

ARM (NASDAQ:ARM) last issued its quarterly earnings results on Wednesday, April 1st. The company reported $0.60 EPS for the quarter. The company had revenue of $1.49 billion for the quarter. ARM had a return on equity of 12.43% and a net margin of 18.37%. Research analysts predict that ARM Holdings PLC Sponsored ADR will post 1.12 EPS for the current fiscal year.

Insider Activity

In other ARM news, CAO Laura Kathleen Bartels sold 11,306 shares of the stock in a transaction dated Tuesday, June 2nd. The shares were sold at an average price of $392.70, for a total transaction of $4,439,866.20. Following the sale, the chief accounting officer directly owned 12,135 shares in the company, valued at $4,765,414.50. This represents a 48.23% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, insider Charlotte Claire Eaton sold 4,000 shares of the firm’s stock in a transaction dated Thursday, May 21st. The shares were sold at an average price of $282.77, for a total transaction of $1,131,080.00. Following the completion of the transaction, the insider directly owned 7,805 shares in the company, valued at approximately $2,207,019.85. This represents a 33.88% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 248,205 shares of company stock worth $57,741,572.

ARM 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.