Harvest Fund Management Co. Ltd Increases Stock Holdings in ARM Holdings PLC Sponsored ADR $ARM

Harvest Fund Management Co. Ltd increased its holdings in ARM Holdings PLC Sponsored ADR (NASDAQ:ARM) by 66.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 42,330 shares of the company’s stock after purchasing an additional 16,835 shares during the period. Harvest Fund Management Co. Ltd’s holdings in ARM were worth $4,627,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Navalign LLC purchased a new stake in shares of ARM in the fourth quarter valued at $33,000. FWL Investment Management LLC purchased a new stake in shares of ARM in the second quarter valued at $34,000. Strategic Investment Solutions Inc. IL grew its position in shares of ARM by 238.1% in the third quarter. Strategic Investment Solutions Inc. IL now owns 284 shares of the company’s stock valued at $40,000 after purchasing an additional 200 shares during the period. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA purchased a new stake in shares of ARM in the fourth quarter valued at $43,000. Finally, WFA of San Diego LLC purchased a new stake in shares of ARM in the second quarter valued at $49,000. Hedge funds and other institutional investors own 7.53% of the company’s stock.

Insider Buying and Selling

In other news, CAO Laura Kathleen Bartels sold 11,306 shares of the company’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 completion of the sale, the chief accounting officer owned 12,135 shares of the company’s stock, 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 Securities & Exchange Commission, which is available at this hyperlink. Also, CFO Jason Child sold 31,920 shares of the company’s stock in a transaction dated 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 completion of the sale, the chief financial officer directly owned 174,232 shares of the company’s stock, valued at $39,470,517.28. The trade was a 15.48% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 301,338 shares of company stock worth $66,030,158 over the last three months.

More ARM News

Here are the key news stories impacting ARM this week:

• Positive Sentiment: ARM is being tied to Nvidia’s new AI PC and data-center push, which reinforces demand for Arm’s architecture and could boost future licensing and royalty revenue. Arm Stock Jumps As Chip Designer Joins Nvidia PC Effort
• Positive Sentiment: Arm’s AI chip ambitions may be progressing faster than expected, with reports suggesting its long-term AI revenue target could arrive earlier if demand stays strong. Arm’s $15 Billion AI Chip Target May Arrive Early
• Positive Sentiment: Arm said major customers such as ByteDance and Oracle are using its AI data-center CPUs, adding credibility to its push deeper into AI infrastructure. Arm names ByteDance and Oracle as users of its AI data centre CPUs
• Neutral Sentiment: Recent insider sales by William Abbey and CAO Laura Kathleen Bartels may create some caution, but these trades appear more like portfolio management than a major fundamental change. SEC insider filing SEC insider filing
• Negative Sentiment: Some market commentary says ARM’s huge year-to-date run has pushed valuation to demanding levels, increasing the risk of a pullback if AI enthusiasm cools or growth fails to keep up. ARM Shares Surge 270% in 2026: Buy, Hold, or Wait for a Pullback?

ARM Trading Down 4.5%

ARM stock opened at $393.12 on Friday. The stock has a 50-day moving average price of $220.92 and a two-hundred day moving average price of $156.68. ARM Holdings PLC Sponsored ADR has a 12-month low of $100.02 and a 12-month high of $427.99. The company has a market cap of $415.34 billion, a PE ratio of 468.00, a price-to-earnings-growth ratio of 14.96 and a beta of 3.78.

ARM (NASDAQ:ARM) last issued 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 during the quarter. Equities analysts forecast that ARM Holdings PLC Sponsored ADR will post 1.12 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently commented on ARM shares. Jefferies Financial Group set a $290.00 price objective on ARM in a research report on Thursday, May 21st. TD Cowen boosted their price target on ARM from $165.00 to $265.00 and gave the company a “buy” rating in a research report on Thursday, May 7th. KeyCorp reissued an “overweight” rating on shares of ARM in a research report on Thursday, February 5th. JPMorgan Chase & Co. lowered their price target on ARM from $180.00 to $145.00 and set an “overweight” rating for the company in a research report on Thursday, February 5th. Finally, New Street Research raised ARM from a “neutral” rating to a “buy” rating in a research report on Thursday, February 5th. Twenty research analysts have rated the stock with a Buy rating, six have issued 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 a consensus target price of $226.92.

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.