ARM Holdings PLC Sponsored ADR $ARM Shares Acquired by Financial Gravity Asset Management Inc.

Financial Gravity Asset Management Inc. lifted its position in ARM Holdings PLC Sponsored ADR (NASDAQ:ARM) by 8.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 26,539 shares of the company’s stock after purchasing an additional 2,105 shares during the quarter. Financial Gravity Asset Management Inc.’s holdings in ARM were worth $2,901,000 at the end of the most recent quarter.

A number of other large investors have also recently made changes to their positions in ARM. Navalign LLC purchased a new stake in ARM during the 4th quarter valued at approximately $33,000. FWL Investment Management LLC purchased a new stake in ARM during the 2nd quarter valued at approximately $34,000. Strategic Investment Solutions Inc. IL raised its stake in shares of ARM by 238.1% during the 3rd quarter. Strategic Investment Solutions Inc. IL now owns 284 shares of the company’s stock worth $40,000 after buying an additional 200 shares in the last quarter. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA purchased a new position in shares of ARM during the 4th quarter worth approximately $43,000. Finally, WFA of San Diego LLC purchased a new position in shares of ARM during the 2nd quarter worth approximately $49,000. 7.53% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at ARM

In other ARM news, CEO Rene A. Haas sold 23,867 shares of the business’s stock in a transaction dated Wednesday, March 25th. The stock was sold at an average price of $161.17, for a total transaction of $3,846,644.39. Following the transaction, the chief executive officer owned 290,965 shares in the company, valued at $46,894,829.05. The trade was a 7.58% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider Spencer Collins sold 51,961 shares of the business’s stock in a transaction dated Monday, May 11th. The stock was sold at an average price of $211.73, for a total value of $11,001,702.53. Following the transaction, the insider owned 51,125 shares in the company, valued at approximately $10,824,696.25. This represents a 50.41% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 301,338 shares of company stock valued at $66,030,158 in the last ninety days.

Wall Street Analyst Weigh In

A number of equities analysts have recently issued reports on ARM shares. Guggenheim increased their target price on ARM from $240.00 to $255.00 and gave the stock a “buy” rating in a research note on Thursday, May 7th. Rosenblatt Securities increased their target price on ARM from $175.00 to $270.00 and gave the stock a “buy” rating in a research note on Thursday, May 7th. Wells Fargo & Company increased their target price on ARM from $255.00 to $410.00 and gave the stock an “overweight” rating in a research note on Monday, June 1st. Needham & Company LLC increased their target price on ARM from $200.00 to $255.00 and gave the stock a “buy” rating in a research note on Thursday, May 7th. Finally, TD Cowen increased their target price on ARM from $165.00 to $265.00 and gave the stock a “buy” rating in a research note on Thursday, May 7th. Twenty equities research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $239.00.

ARM Stock Up 11.3%

ARM stock opened at $380.81 on Friday. ARM Holdings PLC Sponsored ADR has a 52-week low of $100.02 and a 52-week high of $427.99. The stock’s fifty day simple moving average is $243.82 and its 200-day simple moving average is $165.14. The stock has a market capitalization of $406.74 billion, a price-to-earnings ratio of 453.35, a price-to-earnings-growth ratio of 13.83 and a beta of 3.78.

ARM (NASDAQ:ARM) last posted its quarterly earnings data on Wednesday, April 1st. The company reported $0.60 earnings per share (EPS) for the quarter. ARM had a return on equity of 12.43% and a net margin of 18.37%.The business had revenue of $1.49 billion for the quarter. As a group, analysts anticipate that ARM Holdings PLC Sponsored ADR will post 1.12 earnings per share for the current fiscal year.

Key Headlines Impacting ARM

Here are the key news stories impacting ARM this week:

• Positive Sentiment: Arm shares rallied after multiple Wall Street firms lifted price targets and highlighted growing demand tied to “agentic AI,” data-center CPUs, and broader AI infrastructure opportunities. Arm Holdings Rallies As Agentic AI Spark Triggers Wave Of Wall Street Upgrades
• Positive Sentiment: Bank of America raised its price target on Arm, reinforcing the view that the company’s licensing model and expanding AI chip opportunities could support further upside. Benzinga report on BofA target increase
• Positive Sentiment: New coverage describing Arm as a leading pure-play on agentic AI infrastructure helped fuel investor enthusiasm, with some commentary suggesting the stock still has long-term AI upside despite a recent run-up. Is Arm Holdings plc (ARM) A Good Stock To Buy Now?
• Neutral Sentiment: Arm also unveiled new mobile graphics technology, including an Android DLSS-style feature and Unreal Engine MegaLights support, which showcases product innovation but is not yet a direct earnings driver. Arm is bringing Android its own version of DLSS – game with Unreal MegaLights will show it off
• Negative Sentiment: Fresh reporting that the FTC is investigating Arm’s licensing practices could create regulatory overhang, especially as the company expands beyond IP licensing into chip-related initiatives. FTC Probe Puts Arm Licensing Model And AGI CPU Plans In Focus

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.