Mizuho Markets Americas LLC Purchases New Shares in ARM Holdings PLC Sponsored ADR $ARM

Mizuho Markets Americas LLC purchased a new position in ARM Holdings PLC Sponsored ADR (NASDAQ:ARM) in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 2,866 shares of the company’s stock, valued at approximately $434,000.

Several other institutional investors and hedge funds also recently bought and sold shares of the company. CreativeOne Wealth LLC raised its stake in shares of ARM by 5.0% in the fourth quarter. CreativeOne Wealth LLC now owns 1,830 shares of the company’s stock valued at $200,000 after acquiring an additional 87 shares during the period. AdvisorNet Financial Inc boosted its stake in shares of ARM by 6.2% during the 1st quarter. AdvisorNet Financial Inc now owns 1,681 shares of the company’s stock worth $254,000 after purchasing an additional 98 shares during the period. Moors & Cabot Inc. boosted its stake in shares of ARM by 5.3% during the 3rd quarter. Moors & Cabot Inc. now owns 2,050 shares of the company’s stock worth $290,000 after purchasing an additional 103 shares during the period. Heritage Trust Co grew its holdings in ARM by 5.5% during the 4th quarter. Heritage Trust Co now owns 2,045 shares of the company’s stock valued at $224,000 after purchasing an additional 107 shares during the last quarter. Finally, TrueMark Investments LLC raised its position in ARM by 1.4% in the 1st quarter. TrueMark Investments LLC now owns 7,592 shares of the company’s stock worth $1,149,000 after purchasing an additional 107 shares during the period. 7.53% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about ARM

Here are the key news stories impacting ARM this week:

• Positive Sentiment: New commentary highlights that Arm’s AI opportunity may extend beyond short-term hype, citing the company’s architecture advantages, royalty model, and expanding end markets as supports for longer-term growth. Why ARM’s AI Opportunity Could Extend Beyond Market Hype
• Positive Sentiment: IDC-related coverage says Arm-based servers are gaining share versus x86 in AI infrastructure, with global AI infrastructure spending expected to reach $497 billion in 2026, reinforcing the company’s relevance in AI data centers. ARM servers overtake x86, AI infrastructure spending to reach $497B in ’26: IDC
• Positive Sentiment: Another report notes Arm is “gaining ground” in AI servers as the broader AI infrastructure market approaches $500 billion, which could support investor optimism around royalty growth. Arm Gains Ground in AI Servers
• Positive Sentiment: Windows on Arm compatibility is improving, as a modded driver reportedly enables Nvidia GPUs to work on Windows on ARM, a small but encouraging sign for ecosystem adoption. Modded RTX spark driver gets Nvidia GPUs working in Windows on ARM

Insider Transactions at ARM

In other ARM news, insider William Abbey sold 6,566 shares of the company’s stock in a transaction on Monday, June 1st. The stock was sold at an average price of $402.72, for a total value of $2,644,259.52. Following the completion of the sale, the insider directly owned 20,563 shares in the company, valued at approximately $8,281,131.36. This represents a 24.20% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Charlotte Claire Eaton sold 7,805 shares of the stock in a transaction on Thursday, May 21st. The stock was sold at an average price of $290.01, for a total value of $2,263,528.05. Following the transaction, the insider directly owned 5,000 shares in the company, valued at $1,450,050. The trade was a 60.95% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 216,049 shares of company stock valued at $52,101,605.

Analyst Upgrades and Downgrades

ARM has been the subject of several analyst reports. KeyCorp raised their price objective on shares of ARM from $300.00 to $430.00 and gave the stock an “overweight” rating in a research note on Tuesday, July 14th. Weiss Ratings reiterated a “hold (c)” rating on shares of ARM in a report on Friday, July 17th. Susquehanna raised their price target on ARM from $300.00 to $320.00 and gave the stock a “positive” rating in a research note on Tuesday. Benchmark initiated coverage on ARM in a report on Thursday, July 16th. They set a “hold” rating for the company. Finally, Wells Fargo & Company cut their price objective on ARM from $410.00 to $350.00 and set an “overweight” rating on the stock in a research report on Wednesday. Seventeen analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, ARM presently has an average rating of “Moderate Buy” and a consensus price target of $297.65.

ARM Price Performance

Shares of ARM stock opened at $283.04 on Friday. The company has a market capitalization of $302.31 billion, a P/E ratio of 336.95, a P/E/G ratio of 8.86 and a beta of 3.76. The company’s 50-day simple moving average is $329.25 and its two-hundred day simple moving average is $208.02. ARM Holdings PLC Sponsored ADR has a one year low of $100.02 and a one year high of $452.70.

ARM (NASDAQ:ARM) last posted its quarterly earnings results on Wednesday, April 1st. The company reported $0.60 earnings per share for the quarter. The firm had revenue of $1.49 billion during the quarter. ARM had a net margin of 18.37% and a return on equity of 12.43%. On average, research 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.