Clear Street Group Inc. Buys Shares of 116,334 ARM Holdings PLC Sponsored ADR $ARM

Clear Street Group Inc. bought a new position in shares of ARM Holdings PLC Sponsored ADR (NASDAQ:ARM) during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 116,334 shares of the company’s stock, valued at approximately $16,460,000.

Other large investors also recently modified their holdings of the company. Pacific Heights Asset Management LLC boosted its stake in ARM by 32.1% in the third quarter. Pacific Heights Asset Management LLC now owns 185,000 shares of the company’s stock valued at $26,176,000 after acquiring an additional 45,000 shares during the period. Orion Porfolio Solutions LLC acquired a new stake in shares of ARM during the 2nd quarter worth approximately $6,277,000. Voya Investment Management LLC lifted its holdings in shares of ARM by 15.5% in the 3rd quarter. Voya Investment Management LLC now owns 202,443 shares of the company’s stock worth $28,644,000 after purchasing an additional 27,228 shares during the last quarter. Stanley Laman Group Ltd. bought a new stake in shares of ARM in the 3rd quarter worth approximately $6,219,000. Finally, Zevenbergen Capital Investments LLC boosted its position in ARM by 4.7% during the 3rd quarter. Zevenbergen Capital Investments LLC now owns 499,772 shares of the company’s stock valued at $70,713,000 after purchasing an additional 22,483 shares during the period. 7.53% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

ARM has been the topic of several analyst reports. Mizuho dropped their target price on ARM from $190.00 to $160.00 and set an “outperform” rating on the stock in a research report on Thursday, February 5th. TD Cowen reduced their price target on shares of ARM from $190.00 to $165.00 and set a “buy” rating for the company in a report on Thursday, February 5th. Susquehanna upgraded shares of ARM from a “neutral” rating to a “positive” rating and set a $150.00 price target for the company in a research report on Wednesday, January 21st. Citigroup cut shares of ARM from a “buy” rating to a “hold” rating in a report on Tuesday, January 13th. Finally, Raymond James Financial assumed coverage on shares of ARM in a research report on Friday, November 21st. They issued a “hold” rating on the stock. Sixteen investment analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $160.81.

ARM Price Performance

Shares of ARM stock opened at $115.75 on Friday. ARM Holdings PLC Sponsored ADR has a 1-year low of $80.00 and a 1-year high of $183.16. The business’s fifty day moving average price is $117.27 and its two-hundred day moving average price is $134.37. The company has a market capitalization of $122.29 billion, a P/E ratio of 154.33, a PEG ratio of 7.99 and a beta of 4.11.

ARM (NASDAQ:ARM) last released its quarterly earnings results on Wednesday, February 4th. The company reported $0.43 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.41 by $0.02. The company had revenue of $1.24 billion during the quarter, compared to analysts’ expectations of $1.23 billion. ARM had a return on equity of 14.01% and a net margin of 17.15%.The company’s revenue for the quarter was up 26.3% compared to the same quarter last year. During the same quarter in the prior year, the business posted $0.39 earnings per share. ARM has set its Q4 2026 guidance at 0.540-0.620 EPS. On average, research analysts expect that ARM Holdings PLC Sponsored ADR will post 0.9 earnings per share for the current fiscal 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.