Janney Montgomery Scott LLC Has $7.42 Million Stock Holdings in ARM Holdings PLC Sponsored ADR $ARM

Janney Montgomery Scott LLC lifted its stake in shares of ARM Holdings PLC Sponsored ADR (NASDAQ:ARM) by 47.9% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 49,057 shares of the company’s stock after acquiring an additional 15,880 shares during the quarter. Janney Montgomery Scott LLC’s holdings in ARM were worth $7,421,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors also recently made changes to their positions in the stock. Mcguire Capital Advisors Inc. bought a new stake in ARM in the fourth quarter valued at approximately $30,000. Navalign LLC acquired a new position in shares of ARM in the 4th quarter worth approximately $33,000. FWL Investment Management LLC acquired a new position in shares of ARM in the 2nd quarter worth approximately $34,000. Motiv8 Investments LLC bought a new stake in shares of ARM in the 4th quarter valued at $38,000. Finally, Strategic Investment Solutions Inc. IL boosted its stake in shares of ARM by 238.1% in the 3rd 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 during the last quarter. 7.53% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of equities analysts recently weighed in on ARM shares. HSBC raised shares of ARM from a “reduce” rating to a “buy” rating and lifted their target price for the stock from $90.00 to $205.00 in a research note on Friday, March 20th. Jefferies Financial Group set a $290.00 price target on shares of ARM in a research report on Thursday, May 21st. Royal Bank Of Canada increased their price target on ARM from $175.00 to $260.00 and gave the stock an “outperform” rating in a report on Thursday, May 7th. Raymond James Financial reissued an “outperform” rating on shares of ARM in a research report on Thursday, May 7th. Finally, Bank of America boosted their price objective on ARM from $335.00 to $460.00 and gave the company a “neutral” rating in a research note on Tuesday, June 23rd. Nineteen research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, ARM has a consensus rating of “Moderate Buy” and a consensus price target of $279.83.

Trending Headlines about ARM

Here are the key news stories impacting ARM this week:

• Positive Sentiment: Arm reported another quarter of solid revenue growth, driven by higher licensing activity and a larger royalty base, reinforcing demand for its chip architecture and AI-related exposure. Arm Holdings’ Robust Licensing Business Drives AI-Fueled Growth
• Positive Sentiment: Oracle Cloud Infrastructure joined Arm’s AGI CPU ecosystem, expanding Arm’s reach into agentic AI and data-center workloads and broadening its enterprise cloud footprint. Arm (ARM) Expands Its AGI CPU Ecosystem With Oracle Cloud Infrastructure
• Positive Sentiment: Nvidia’s ARM-based laptop superchip highlights continued industry interest in Arm’s architecture and could further validate the company’s ecosystem strength. Nvidia unveiled an ARM-based laptop superchip aimed squarely at Apple silicon
• Neutral Sentiment: Several articles note that Arm’s stock has risen sharply this year, reflecting strong AI optimism, but this also means expectations are already elevated. ARM Stock Soars 118% in a Year: Is the Buying Opportunity Gone?
• Negative Sentiment: Multiple rating-downgrade and valuation-focused pieces argue that Arm’s share price has run ahead of fundamentals, warning that the premium valuation leaves little room for disappointment. Arm Holdings: The Valuation Is Ahead Of The Story (Rating Downgrade)
• Negative Sentiment: Another bearish note warned that speculative momentum in ARM could reverse sharply if growth expectations cool or investor enthusiasm fades. Arm Holdings: A Speculative Rally Could Easily Lead To A Disaster For Current Buyers
• Negative Sentiment: Concerns were also raised that SoftBank-related liquidation risk and broader macro pressures could weigh on the stock despite its AI narrative. Arm Holdings: Agentic Silicon Arbitrage Eclipsed By SoftBank Liquidation Threat (Rating Downgrade)

Insider Activity

In other news, CAO Laura Kathleen Bartels sold 11,306 shares of the stock in a transaction dated Tuesday, June 2nd. The shares were sold at an average price of $392.70, for a total transaction of $4,439,866.20. Following the transaction, the chief accounting officer owned 12,135 shares of the company’s stock, valued at $4,765,414.50. This represents a 48.23% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, insider Richard Roy Grisenthwaite sold 24,339 shares of the firm’s stock in a transaction dated Monday, May 18th. The shares were sold at an average price of $209.15, for a total value of $5,090,501.85. Following the completion of the sale, the insider owned 5,543 shares of the company’s stock, valued at approximately $1,159,318.45. This represents a 81.45% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last ninety days, insiders have sold 248,205 shares of company stock valued at $57,741,572.

ARM Price Performance

ARM stock opened at $315.28 on Friday. ARM Holdings PLC Sponsored ADR has a 12-month low of $100.02 and a 12-month high of $452.70. The firm’s fifty day moving average is $307.70 and its 200 day moving average is $189.88. The company has a market capitalization of $336.74 billion, a PE ratio of 375.33, a PEG ratio of 11.45 and a beta of 3.76.

ARM (NASDAQ:ARM) last issued its earnings results on Wednesday, April 1st. The company reported $0.60 earnings per share (EPS) for the quarter. The business had revenue of $1.49 billion for the quarter. ARM had a net margin of 18.37% and a return on equity of 12.43%. Sell-side analysts expect that ARM Holdings PLC Sponsored ADR will post 1.12 EPS 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.