OVERSEA CHINESE BANKING Corp Ltd Acquires 17,375 Shares of ARM Holdings PLC Sponsored ADR $ARM

OVERSEA CHINESE BANKING Corp Ltd increased its holdings in shares of ARM Holdings PLC Sponsored ADR (NASDAQ:ARM) by 183.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 26,870 shares of the company’s stock after purchasing an additional 17,375 shares during the quarter. OVERSEA CHINESE BANKING Corp Ltd’s holdings in ARM were worth $2,969,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors have also recently modified their holdings of the company. GAMMA Investing LLC lifted its holdings in shares of ARM by 126.0% during the third quarter. GAMMA Investing LLC now owns 174 shares of the company’s stock valued at $25,000 after purchasing an additional 97 shares in the last quarter. Grey Fox Wealth Advisors LLC bought a new position in shares of ARM during the third quarter valued at $28,000. FWL Investment Management LLC bought a new position in shares of ARM during the second quarter valued at $34,000. Strategic Investment Solutions Inc. IL lifted its holdings in shares of ARM by 238.1% during 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 in the last quarter. Finally, WFA of San Diego LLC bought a new position in shares of ARM during the second quarter valued at $49,000. 7.53% of the stock is owned by institutional investors.

ARM Stock Performance

ARM stock opened at $196.57 on Thursday. The stock has a market cap of $207.68 billion, a PE ratio of 262.09, a price-to-earnings-growth ratio of 7.91 and a beta of 3.33. ARM Holdings PLC Sponsored ADR has a one year low of $100.02 and a one year high of $196.66. The stock has a fifty day moving average of $138.35 and a 200 day moving average of $135.56.

ARM (NASDAQ:ARM) last posted its quarterly earnings data on Thursday, February 5th. The company reported $0.43 EPS for the quarter, beating analysts’ consensus estimates 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%.ARM’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 earned $0.39 earnings per share. As a group, sell-side analysts predict that ARM Holdings PLC Sponsored ADR will post 0.85 EPS for the current fiscal year.

Key Headlines Impacting ARM

Here are the key news stories impacting ARM this week:

• Positive Sentiment: ARM is shifting from pure licensing toward building in‑house silicon to address AI/agentic workloads — a strategic pivot that could expand revenue mix (royalties + product sales) and capture more value if execution succeeds. ARM Breaks Out Amid Leap from Licensing to In-House Silicon
• Positive Sentiment: Susquehanna raised its price target to $210 and maintained a Positive rating, citing stronger ARM‑based CPU royalty assumptions and broader end‑market demand — analyst upside supports further multiple expansion. ARM Stock Raised to $210 — And Analysts See More Than Smartphones
• Positive Sentiment: CEO René Haas taking on the additional role of CEO at SoftBank Group International reinforces strategic alignment with SoftBank and may smooth collaboration on capital, partnerships, and ecosystem initiatives. Arm surges as CEO’s new SoftBank role shows partnership is strong
• Positive Sentiment: AMI firmware validation for Arm AGI CPU platforms removes a deployment hurdle and can accelerate customer adoption and infrastructure builds for AI workloads. Faster partner validation tends to shorten sales cycles for enterprise/cloud customers. AMI Firmware Validated for Arm AGI CPU Platforms, Accelerating Infrastructure Deployment
• Neutral Sentiment: Analysts’ consensus on ARM is a “Moderate Buy,” reflecting mixed views: optimism on fundamentals but caution on near‑term expectations. ARM Receives Consensus Recommendation of “Moderate Buy” from Analysts
• Neutral Sentiment: Goldman Sachs raised its price target to $125 but kept a Sell rating — a sign that while some models see upside, concerns about valuation or risk keep some large firms cautious. Here Is Why Arm Holdings (ARM) Is Among the Best Up and Coming Semiconductor Stocks to Buy
• Negative Sentiment: Valuation and volatility remain risks: ARM carries a very high P/E and elevated beta, meaning strong upside expectations are already priced in and the stock can swing sharply if execution or macro conditions disappoint.

Analyst Ratings Changes

A number of research analysts have recently issued reports on the company. Royal Bank Of Canada upped their price target on ARM from $130.00 to $175.00 and gave the company an “outperform” rating in a report on Wednesday, March 25th. Jefferies Financial Group set a $170.00 price objective on ARM in a research report on Thursday, February 5th. Rosenblatt Securities reiterated a “buy” rating and set a $175.00 price objective on shares of ARM in a research report on Wednesday, March 25th. Morgan Stanley reiterated an “equal weight” rating and set a $150.00 price objective (up from $135.00) on shares of ARM in a research report on Tuesday, April 7th. Finally, Bank of America reiterated a “neutral” rating and set a $120.00 price objective on shares of ARM in a research report on Tuesday, January 13th. Eighteen equities research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $174.83.

Insider Transactions at ARM

In other ARM news, CEO Rene A. Haas sold 9,299 shares of the company’s stock in a transaction dated Tuesday, April 14th. The stock was sold at an average price of $160.85, for a total value of $1,495,744.15. Following the completion of the sale, the chief executive officer owned 273,680 shares in the company, valued at $44,021,428. This represents a 3.29% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Jason Child sold 21,280 shares of the company’s stock in a transaction dated Wednesday, March 25th. The stock was sold at an average price of $148.37, for a total value of $3,157,313.60. Following the completion of the sale, the chief financial officer owned 174,706 shares of the company’s stock, valued at approximately $25,921,129.22. The trade was a 10.86% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 62,432 shares of company stock valued at $9,784,330.

ARM 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.