Cantor Fitzgerald L. P. Increases Stock Position in ARM Holdings PLC Sponsored ADR $ARM

Cantor Fitzgerald L. P. boosted its position in shares of ARM Holdings PLC Sponsored ADR (NASDAQ:ARM) by 51.1% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 76,958 shares of the company’s stock after purchasing an additional 26,022 shares during the period. Cantor Fitzgerald L. P.’s holdings in ARM were worth $10,889,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Sustainable Growth Advisers LP lifted its holdings in ARM by 116.8% in the 2nd quarter. Sustainable Growth Advisers LP now owns 3,457,220 shares of the company’s stock worth $559,171,000 after buying an additional 1,862,626 shares in the last quarter. Capital Research Global Investors acquired a new stake in shares of ARM during the third quarter valued at about $243,098,000. Schroder Investment Management Group increased its position in shares of ARM by 41.7% during the second quarter. Schroder Investment Management Group now owns 4,745,957 shares of the company’s stock worth $767,611,000 after acquiring an additional 1,396,684 shares during the last quarter. Invesco Ltd. lifted its stake in shares of ARM by 139.9% in the second quarter. Invesco Ltd. now owns 1,381,906 shares of the company’s stock worth $223,509,000 after acquiring an additional 805,886 shares in the last quarter. Finally, Baillie Gifford & Co. acquired a new position in shares of ARM in the third quarter worth about $90,678,000. Hedge funds and other institutional investors own 7.53% of the company’s stock.

ARM Stock Up 0.5%

Shares of ARM stock opened at $115.75 on Friday. The business has a 50-day moving average price of $117.27 and a 200 day moving average price of $134.37. ARM Holdings PLC Sponsored ADR has a fifty-two week low of $80.00 and a fifty-two week high of $183.16. The firm has a market cap of $122.29 billion, a P/E ratio of 154.33, a P/E/G ratio of 7.99 and a beta of 4.11.

ARM (NASDAQ:ARM) last issued its earnings results on Wednesday, February 4th. The company reported $0.43 EPS for the quarter, topping the consensus estimate of $0.41 by $0.02. ARM had a return on equity of 14.01% and a net margin of 17.15%.The company had revenue of $1.24 billion during the quarter, compared to analyst estimates of $1.23 billion. During the same quarter last year, the firm earned $0.39 EPS. The business’s revenue was up 26.3% on a year-over-year basis. ARM has set its Q4 2026 guidance at 0.540-0.620 EPS. As a group, equities research analysts anticipate that ARM Holdings PLC Sponsored ADR will post 0.9 earnings per share for the current year.

Analyst Upgrades and Downgrades

A number of equities research analysts have weighed in on ARM shares. Susquehanna upgraded ARM from a “neutral” rating to a “positive” rating and set a $150.00 price objective for the company in a research note on Wednesday, January 21st. Wells Fargo & Company reduced their target price on ARM from $160.00 to $150.00 and set an “overweight” rating for the company in a research note on Thursday, February 5th. Citigroup downgraded shares of ARM from a “buy” rating to a “hold” rating in a research report on Tuesday, January 13th. Royal Bank Of Canada dropped their price target on shares of ARM from $140.00 to $130.00 and set an “outperform” rating for the company in a research note on Thursday, February 5th. Finally, Bank of America reaffirmed a “neutral” rating and issued a $120.00 price target on shares of ARM in a report on Tuesday, January 13th. Sixteen investment analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, ARM has an average rating of “Moderate Buy” and a consensus price target of $160.81.

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.