Sumitomo Mitsui DS Asset Management Company Ltd Has $1.56 Million Stock Holdings in ARM Holdings PLC Sponsored ADR $ARM

Sumitomo Mitsui DS Asset Management Company Ltd grew its holdings in ARM Holdings PLC Sponsored ADR (NASDAQ:ARM) by 20.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 14,287 shares of the company’s stock after buying an additional 2,412 shares during the quarter. Sumitomo Mitsui DS Asset Management Company Ltd’s holdings in ARM were worth $1,562,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently made changes to their positions in ARM. Capital Research Global Investors acquired a new stake in shares of ARM in the third quarter valued at $243,098,000. Hyperion Asset Management Ltd acquired a new stake in shares of ARM in the third quarter valued at $202,980,000. Baillie Gifford & Co. acquired a new stake in shares of ARM in the third quarter valued at $90,678,000. Rathbones Group PLC boosted its holdings in ARM by 4,638.8% in the fourth quarter. Rathbones Group PLC now owns 500,043 shares of the company’s stock valued at $54,660,000 after acquiring an additional 489,491 shares during the last quarter. Finally, Invesco Ltd. boosted its holdings in ARM by 28.2% in the third quarter. Invesco Ltd. now owns 1,772,123 shares of the company’s stock valued at $250,738,000 after acquiring an additional 390,217 shares during the last quarter. 7.53% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about ARM

Here are the key news stories impacting ARM this week:

• Positive Sentiment: ARM reported record quarterly and annual results, with strong AI cloud demand, growing royalty revenue, and early traction for its new AI-focused data-center CPU. Arm’s Record AI Results Test Lofty Valuation And Supply Constraints
• Positive Sentiment: Multiple Wall Street firms raised price targets, citing ARM’s position in agentic AI and CPU growth, including bullish calls from Wells Fargo, Guggenheim, Rosenblatt, Needham, and Goldman Sachs. Analyst price-target updates
• Neutral Sentiment: Management said AI data-center demand is expanding quickly, but the company is still working through how to monetize that demand at scale in the near term. Arm CEO looks to set the record straight after the stock’s post-earnings tumble
• Neutral Sentiment: Arm also made an upbeat long-term forecast for the CPU market, which supports the growth narrative but does not remove near-term execution concerns. Arm Just Made a Bold Prediction, And It Could Be a Huge Buy Signal
• Negative Sentiment: ARM warned that smartphone market weakness could hurt a vital revenue stream, prompting investors to sell the stock despite the earnings beat. Chip Designer Arm Warns of Weakness in the Smartphone Market. Its Stock Is Sinking.
• Negative Sentiment: Investors also reacted to concerns that supply constraints could prevent ARM from meeting surging demand for its new AI chip in the near term. Why Arm Holdings Stock Was Sliding Today

Analyst Ratings Changes

Several equities analysts recently issued reports on ARM shares. Morgan Stanley reiterated an “equal weight” rating and issued a $150.00 price target (up from $135.00) on shares of ARM in a report on Tuesday, April 7th. Bank of America reiterated a “neutral” rating and issued a $120.00 price target on shares of ARM in a report on Tuesday, January 13th. Susquehanna raised their price target on ARM from $170.00 to $210.00 and gave the company a “positive” rating in a report on Thursday, April 16th. Evercore decreased their price target on ARM from $215.00 to $170.00 and set an “outperform” rating on the stock in a report on Thursday, February 5th. Finally, Wells Fargo & Company raised their price target on ARM from $220.00 to $255.00 and gave the company an “overweight” rating in a report on Thursday. Nineteen equities research analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, ARM has an average rating of “Moderate Buy” and a consensus target price of $199.61.

ARM Stock Performance

Shares of ARM stock opened at $213.27 on Friday. The business’s 50 day simple moving average is $154.24 and its 200 day simple moving average is $138.41. ARM Holdings PLC Sponsored ADR has a 52-week low of $100.02 and a 52-week high of $239.50. The firm has a market cap of $225.32 billion, a PE ratio of 253.89, a P/E/G ratio of 9.59 and a beta of 3.40.

ARM (NASDAQ:ARM) last announced 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 return on equity of 12.43% and a net margin of 18.37%. As a group, equities research analysts predict that ARM Holdings PLC Sponsored ADR will post 1.18 EPS for the current year.

Insider Buying and Selling at ARM

In other news, CEO Rene A. Haas sold 9,299 shares of the company’s stock in a transaction on Tuesday, April 14th. The stock was sold at an average price of $160.85, for a total transaction of $1,495,744.15. Following the completion of the sale, the chief executive officer directly owned 273,680 shares in the company, valued at approximately $44,021,428. This represents a 3.29% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Jason Child sold 21,280 shares of the company’s stock in a transaction on Wednesday, April 22nd. The shares were sold at an average price of $180.00, for a total value of $3,830,400.00. Following the sale, the chief financial officer owned 153,426 shares of the company’s stock, valued at approximately $27,616,680. The trade was a 12.18% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 83,712 shares of company stock valued at $13,614,730 over the last 90 days.

About ARM

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.