Lbp Am Sa Sells 14,712 Shares of ARM Holdings PLC Sponsored ADR $ARM

Lbp Am Sa lowered its position in ARM Holdings PLC Sponsored ADR (NASDAQ:ARM) by 14.4% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 87,757 shares of the company’s stock after selling 14,712 shares during the period. Lbp Am Sa’s holdings in ARM were worth $12,417,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. Baillie Gifford & Co. acquired a new position in ARM in the third quarter valued at about $90,678,000. iA Global Asset Management Inc. grew its position in shares of ARM by 6.7% in the 3rd quarter. iA Global Asset Management Inc. now owns 15,814 shares of the company’s stock valued at $2,238,000 after purchasing an additional 993 shares during the period. Covenant Asset Management LLC increased its stake in ARM by 0.9% during the 3rd quarter. Covenant Asset Management LLC now owns 33,128 shares of the company’s stock worth $4,687,000 after purchasing an additional 301 shares in the last quarter. Simplicity Wealth LLC acquired a new stake in ARM during the 3rd quarter worth approximately $904,000. Finally, Rakuten Investment Management Inc. bought a new position in ARM in the third quarter valued at approximately $1,140,000. 7.53% of the stock is currently owned by institutional investors.

ARM Stock Down 1.2%

ARM stock opened at $114.73 on Tuesday. The company has a market cap of $121.21 billion, a price-to-earnings ratio of 147.09, a P/E/G ratio of 6.95 and a beta of 4.34. ARM Holdings PLC Sponsored ADR has a twelve month low of $80.00 and a twelve month high of $183.16. The business has a 50 day moving average price of $121.42 and a two-hundred day moving average price of $140.56.

ARM (NASDAQ:ARM) last released its quarterly earnings data 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 during the quarter, compared to the consensus estimate of $1.06 billion. ARM had a return on equity of 15.03% and a net margin of 18.81%.The firm’s revenue for the quarter was up 34.5% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $0.30 EPS. ARM has set its Q3 2026 guidance at 0.370-0.450 EPS. On average, equities research analysts anticipate that ARM Holdings PLC Sponsored ADR will post 0.9 EPS for the current fiscal year.

Analysts Set New Price Targets

ARM has been the topic of a number of research analyst reports. Loop Capital raised their price objective on shares of ARM from $155.00 to $180.00 and gave the stock a “buy” rating in a report on Wednesday, November 12th. Morgan Stanley dropped their price target on ARM from $180.00 to $135.00 and set an “overweight” rating on the stock in a research note on Friday. Needham & Company LLC reaffirmed a “hold” rating on shares of ARM in a research report on Thursday, November 6th. KeyCorp lifted their target price on ARM from $190.00 to $200.00 and gave the company an “overweight” rating in a research report on Thursday, November 6th. Finally, Raymond James Financial began coverage on ARM in a research report on Friday, November 21st. They set a “hold” rating for the company. Sixteen investment analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $169.52.

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.