Pacific Heights Asset Management LLC Has $26.18 Million Stock Holdings in ARM Holdings PLC Sponsored ADR $ARM

Pacific Heights Asset Management LLC grew its stake in ARM Holdings PLC Sponsored ADR (NASDAQ:ARM) by 32.1% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 185,000 shares of the company’s stock after acquiring an additional 45,000 shares during the period. ARM accounts for approximately 1.2% of Pacific Heights Asset Management LLC’s holdings, making the stock its 16th largest position. Pacific Heights Asset Management LLC’s holdings in ARM were worth $26,176,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also bought and sold shares of the stock. Orion Porfolio Solutions LLC bought a new position in shares of ARM in the second quarter valued at $6,277,000. Voya Investment Management LLC lifted its stake in ARM by 15.5% in the third quarter. Voya Investment Management LLC now owns 202,443 shares of the company’s stock valued at $28,644,000 after acquiring 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 valued at about $6,219,000. Hoey Investments Inc. lifted its stake in ARM by 159.3% in the 2nd quarter. Hoey Investments Inc. now owns 15,206 shares of the company’s stock valued at $2,459,000 after purchasing an additional 9,341 shares during the last quarter. Finally, Zevenbergen Capital Investments LLC grew its holdings in ARM by 4.7% during the third quarter. Zevenbergen Capital Investments LLC now owns 499,772 shares of the company’s stock worth $70,713,000 after purchasing an additional 22,483 shares during the period. Institutional investors own 7.53% of the company’s stock.

ARM Trading Up 0.6%

Shares of ARM stock opened at $105.78 on Tuesday. The stock has a market cap of $111.76 billion, a P/E ratio of 135.62, a price-to-earnings-growth ratio of 6.34 and a beta of 4.34. ARM Holdings PLC Sponsored ADR has a 1 year low of $80.00 and a 1 year high of $183.16. The stock has a 50 day simple moving average of $124.38 and a 200 day simple moving average of $141.79.

ARM (NASDAQ:ARM) last posted its quarterly earnings data on Wednesday, November 5th. The company reported $0.39 EPS for the quarter, topping analysts’ consensus estimates of $0.33 by $0.06. The firm had revenue of $1.14 billion for the quarter, compared to analyst estimates of $1.06 billion. ARM had a return on equity of 15.03% and a net margin of 18.81%.The company’s revenue was up 34.5% on a year-over-year basis. During the same quarter last year, the company earned $0.30 EPS. ARM has set its Q3 2026 guidance at 0.370-0.450 EPS. Analysts forecast that ARM Holdings PLC Sponsored ADR will post 0.9 EPS for the current year.

Analyst Ratings Changes

Several research firms have issued reports on ARM. JPMorgan Chase & Co. upped their price objective on ARM from $175.00 to $180.00 and gave the company an “overweight” rating in a research note on Thursday, November 6th. Oddo Bhf set a $170.00 price objective on ARM in a report on Monday, January 5th. Barclays lifted their price target on ARM from $115.00 to $165.00 and gave the stock an “overweight” rating in a report on Thursday, November 6th. KeyCorp upped their price objective on ARM from $190.00 to $200.00 and gave the company an “overweight” rating in a report on Thursday, November 6th. Finally, Royal Bank Of Canada began coverage on ARM in a research report on Wednesday, January 14th. They set an “outperform” rating and a $140.00 price objective on the stock. One investment analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, nine have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, ARM presently has an average rating of “Moderate Buy” and a consensus target price of $175.05.

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.