ARM Holdings PLC Sponsored ADR $ARM Shares Purchased by Rakuten Securities Inc.

Rakuten Securities Inc. boosted its holdings in shares of ARM Holdings PLC Sponsored ADR (NASDAQ:ARM) by 31.2% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 16,912 shares of the company’s stock after purchasing an additional 4,024 shares during the quarter. Rakuten Securities Inc.’s holdings in ARM were worth $1,849,000 at the end of the most recent quarter.

A number of other institutional investors also recently made changes to their positions in ARM. Amundi grew its position in shares of ARM by 24.8% during the first quarter. Amundi now owns 11,804 shares of the company’s stock worth $1,153,000 after buying an additional 2,345 shares in the last quarter. Empowered Funds LLC raised its holdings in ARM by 28.8% in the first quarter. Empowered Funds LLC now owns 4,887 shares of the company’s stock valued at $522,000 after acquiring an additional 1,094 shares in the last quarter. Schnieders Capital Management LLC. boosted its stake in ARM by 9.0% during the 2nd quarter. Schnieders Capital Management LLC. now owns 2,430 shares of the company’s stock valued at $393,000 after acquiring an additional 200 shares during the last quarter. Bank of Nova Scotia acquired a new position in ARM during the 2nd quarter worth $556,000. Finally, State Street Corp grew its holdings in ARM by 14.7% during the 2nd quarter. State Street Corp now owns 441,445 shares of the company’s stock worth $71,399,000 after acquiring an additional 56,656 shares in the last quarter. 7.53% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In other ARM news, CEO Rene A. Haas sold 23,867 shares of the firm’s stock in a transaction that occurred on Wednesday, March 25th. The shares were sold at an average price of $161.17, for a total value of $3,846,644.39. Following the sale, the chief executive officer owned 290,965 shares in the company, valued at approximately $46,894,829.05. This trade represents a 7.58% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CFO Jason Child sold 21,280 shares of ARM stock in a transaction that occurred on Wednesday, March 25th. The shares were sold at an average price of $148.37, for a total value of $3,157,313.60. Following the sale, the chief financial officer directly owned 174,706 shares in the company, valued at approximately $25,921,129.22. This trade represents a 10.86% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 83,712 shares of company stock valued at $13,614,730.

Wall Street Analysts Forecast Growth

ARM has been the topic of a number of recent analyst reports. KeyCorp restated an “overweight” rating on shares of ARM in a research note on Thursday, February 5th. Deutsche Bank Aktiengesellschaft boosted their price objective on ARM from $125.00 to $140.00 and gave the company a “hold” rating in a report on Wednesday, March 25th. HSBC upgraded ARM from a “reduce” rating to a “buy” rating and upped their price objective for the company from $90.00 to $205.00 in a research note on Friday, March 20th. Bank of America reaffirmed a “neutral” rating and set a $120.00 target price on shares of ARM in a report on Tuesday, January 13th. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of ARM in a research report on Monday. Eighteen research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, ARM currently has an average rating of “Moderate Buy” and a consensus price target of $174.83.

Trending Headlines about ARM

Here are the key news stories impacting ARM this week:

• Positive Sentiment: Arm unveiled an AGI CPU with 136 Neoverse V3 cores aimed at AI agents, a material product advancement that expands Arm’s addressable market in datacenter/AI silicon and supports the company’s push beyond licensing into higher‑value IP and in‑house silicon. Read More.
• Positive Sentiment: AMI firmware validation for Arm AGI CPU platforms was reported, which should reduce integration friction for customers and speed time‑to‑market for new silicon — a practical enabler of early revenue capture. Read More.
• Positive Sentiment: Susquehanna raised its price target to $210 and several analysts have reiterated bullish views, reflecting expectations for ARM CPU royalties and expansion into datacenter/AI — analyst upgrades often lift investor sentiment and demand. Read More.
• Positive Sentiment: Investor Bill Baruch publicly purchased ARM citing the pivot to AI chips and a recent Meta deal as catalysts, signaling conviction from an institutional investor. Read More.
• Positive Sentiment: High‑profile retail/media endorsement: Jim Cramer recommended buying ARM, which can drive short‑term retail interest and volume. Read More.
• Positive Sentiment: CEO Rene Haas taking an additional role at SoftBank Group International suggests stronger strategic alignment with SoftBank, potentially easing partnerships and access to resources. Read More.
• Neutral Sentiment: Shares reached all‑time highs ahead of Q1 earnings — bullish positioning raises expectations but also increases risk of a post‑earnings pullback if guidance or cadence disappoints. Read More.
• Neutral Sentiment: Broader coverage pieces and idea features (Zacks, Yahoo) are highlighting ARM alongside other tech winners, which improves visibility but has mixed direct impact on fundamentals. Read More.
• Neutral Sentiment: Commentary questioning whether current valuation is justified signals growing debate; ARM’s high multiple makes shares sensitive to execution and near‑term metrics. Read More.
• Negative Sentiment: CFO Jason Child sold 21,280 shares at an average $180 under a pre‑arranged Rule 10b5‑1 plan (about a 12% reduction in his position), which can be perceived negatively despite the plan disclosure and his remaining large holding. Read More.
• Negative Sentiment: Analyst note from Zacks favors peers like Coherent for faster near‑term AI datacenter growth, highlighting competitive risk and potential relative underperformance if ARM’s commercial ramps lag peers. Read More.

ARM Price Performance

Shares of NASDAQ ARM opened at $204.61 on Friday. The firm has a market capitalization of $216.17 billion, a PE ratio of 272.81, a P/E/G ratio of 8.86 and a beta of 3.33. ARM Holdings PLC Sponsored ADR has a 1-year low of $100.02 and a 1-year high of $210.80. The business’s fifty day moving average price is $140.00 and its two-hundred day moving average price is $136.04.

ARM (NASDAQ:ARM) last announced its quarterly earnings results on Thursday, February 5th. The company reported $0.43 earnings per share (EPS) for the quarter, beating the consensus estimate 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 quarter in the previous year, the company posted $0.39 earnings per share. The company’s revenue for the quarter was up 26.3% compared to the same quarter last year. Equities research analysts expect that ARM Holdings PLC Sponsored ADR will post 0.85 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.