ARM Holdings PLC Sponsored ADR $ARM Shares Purchased by Mizuho Markets Cayman LP

Mizuho Markets Cayman LP increased its holdings in shares of ARM Holdings PLC Sponsored ADR (NASDAQ:ARM) by 38.8% during the 3rd quarter, Holdings Channel reports. The institutional investor owned 16,553 shares of the company’s stock after purchasing an additional 4,631 shares during the period. Mizuho Markets Cayman LP’s holdings in ARM were worth $2,342,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. Pacific Heights Asset Management LLC increased its holdings in shares of ARM by 32.1% during 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 in the last quarter. Orion Porfolio Solutions LLC acquired a new stake in ARM in the 2nd quarter worth approximately $6,277,000. Stanley Laman Group Ltd. acquired a new stake in ARM in the 3rd quarter worth approximately $6,219,000. Voya Investment Management LLC grew its position in ARM by 15.5% during 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. Finally, Zevenbergen Capital Investments LLC increased its stake 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 in the last quarter. 7.53% of the stock is currently owned by hedge funds and other institutional investors.

ARM Price Performance

NASDAQ:ARM opened at $121.70 on Tuesday. The firm has a market capitalization of $128.58 billion, a P/E ratio of 162.27, a PEG ratio of 7.99 and a beta of 4.10. ARM Holdings PLC Sponsored ADR has a 1-year low of $80.00 and a 1-year high of $183.16. The company’s fifty day moving average price is $117.38 and its 200-day moving average price is $134.18.

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

Wall Street Analyst Weigh In

A number of research analysts have issued reports on ARM shares. Morgan Stanley decreased their price target on shares of ARM from $180.00 to $135.00 and set an “overweight” rating for the company in a report on Friday, January 23rd. Benchmark reissued a “hold” rating on shares of ARM in a research report on Thursday, February 5th. TD Cowen reduced their target price on ARM from $190.00 to $165.00 and set a “buy” rating for the company in a research note on Thursday, February 5th. The Goldman Sachs Group downgraded ARM from a “neutral” rating to a “sell” rating and dropped their price target for the company from $160.00 to $120.00 in a research note on Monday, December 15th. Finally, Bank of America reissued a “neutral” rating and issued a $120.00 price objective on shares of ARM in a report on Tuesday, January 13th. Sixteen equities research analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, ARM currently has a consensus rating of “Moderate Buy” and a consensus price target of $160.81.

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.