Nixon Peabody Trust Co. Takes $7.13 Million Position in ARM Holdings PLC Sponsored ADR $ARM

Nixon Peabody Trust Co. purchased a new stake in ARM Holdings PLC Sponsored ADR (NASDAQ:ARM) in the 1st quarter, Holdings Channel reports. The fund purchased 47,107 shares of the company’s stock, valued at approximately $7,126,000.

Other institutional investors have also recently modified their holdings of the company. Rathbones Group PLC lifted its position 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 acquiring an additional 70 shares in the last quarter. CreativeOne Wealth LLC boosted its stake in shares of ARM by 5.0% during the fourth quarter. CreativeOne Wealth LLC now owns 1,830 shares of the company’s stock valued at $200,000 after acquiring an additional 87 shares during the last quarter. AdvisorNet Financial Inc increased its position in ARM by 6.2% during the 1st quarter. AdvisorNet Financial Inc now owns 1,681 shares of the company’s stock worth $254,000 after purchasing an additional 98 shares in the last quarter. US Bancorp DE increased its position in ARM by 1.6% during the 3rd quarter. US Bancorp DE now owns 6,485 shares of the company’s stock worth $918,000 after purchasing an additional 99 shares in the last quarter. Finally, Moors & Cabot Inc. raised its stake in ARM by 5.3% in the 3rd quarter. Moors & Cabot Inc. now owns 2,050 shares of the company’s stock valued at $290,000 after purchasing an additional 103 shares during the last quarter. 7.53% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity at ARM

In other news, insider Spencer Collins sold 51,961 shares of the stock in a transaction dated Monday, May 11th. The shares were sold at an average price of $211.73, for a total transaction of $11,001,702.53. Following the transaction, the insider directly owned 51,125 shares in the company, valued at $10,824,696.25. This represents a 50.41% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, CAO Laura Kathleen Bartels sold 11,306 shares of the firm’s stock in a transaction that occurred on Tuesday, June 2nd. The stock was sold at an average price of $392.70, for a total transaction of $4,439,866.20. Following the completion of 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 SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 248,205 shares of company stock worth $57,741,572.

ARM News Roundup

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 Ratings Changes

A number of research analysts have issued reports on the stock. Royal Bank Of Canada upped their target price on shares of ARM from $175.00 to $260.00 and gave the company an “outperform” rating in a report on Thursday, May 7th. Guggenheim lifted their price target on shares of ARM from $240.00 to $255.00 and gave the stock a “buy” rating in a report on Thursday, May 7th. Bank of America boosted their price objective on shares of ARM from $335.00 to $460.00 and gave the company a “neutral” rating in a research report on Tuesday, June 23rd. Sanford C. Bernstein set a $500.00 price objective on shares of ARM in a research note on Wednesday, June 17th. Finally, TD Cowen raised their target price on shares of ARM from $265.00 to $475.00 and gave the stock a “buy” rating in a research report on Wednesday, June 24th. Nineteen equities research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $279.83.

ARM Stock Performance

ARM stock opened at $315.28 on Friday. The stock has a fifty day moving average price of $307.70 and a 200 day moving average price of $189.88. ARM Holdings PLC Sponsored ADR has a 52 week low of $100.02 and a 52 week high of $452.70. The firm has a market capitalization of $336.74 billion, a P/E ratio of 375.33, a PEG ratio of 11.45 and a beta of 3.76.

ARM (NASDAQ:ARM) last issued its quarterly earnings results on Wednesday, April 1st. The company reported $0.60 earnings per share (EPS) for the quarter. The firm 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%. As a group, equities analysts predict that ARM Holdings PLC Sponsored ADR will post 1.12 EPS for the current year.

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.