Mizuho Markets Cayman LP Buys 4,631 Shares of ARM Holdings PLC Sponsored ADR $ARM

Mizuho Markets Cayman LP lifted its position in ARM Holdings PLC Sponsored ADR (NASDAQ:ARM) by 38.8% in the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 16,553 shares of the company’s stock after purchasing an additional 4,631 shares during the period. Mizuho Markets Cayman LP’s holdings in ARM were worth $2,342,000 at the end of the most recent quarter.

Several other institutional investors also recently bought and sold shares of ARM. Schroder Investment Management Group raised its position in ARM by 41.7% during the 2nd quarter. Schroder Investment Management Group now owns 4,745,957 shares of the company’s stock valued at $767,611,000 after purchasing an additional 1,396,684 shares in the last quarter. Bank of America Corp DE increased its stake in shares of ARM by 22.1% during the third quarter. Bank of America Corp DE now owns 1,802,973 shares of the company’s stock valued at $255,103,000 after buying an additional 326,230 shares during the period. Invesco Ltd. increased its stake in shares of ARM by 28.2% during the third quarter. Invesco Ltd. now owns 1,772,123 shares of the company’s stock valued at $250,738,000 after buying an additional 390,217 shares during the period. Capital Research Global Investors bought a new stake in shares of ARM in the third quarter valued at about $243,098,000. Finally, Hyperion Asset Management Ltd bought a new stake in shares of ARM in the third quarter valued at about $202,980,000. 7.53% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several brokerages have issued reports on ARM. Weiss Ratings reiterated a “hold (c)” rating on shares of ARM in a report on Wednesday, January 21st. Royal Bank Of Canada reduced their price target on shares of ARM from $140.00 to $130.00 and set an “outperform” rating for the company in a report on Thursday, February 5th. Jefferies Financial Group set a $170.00 price objective on shares of ARM in a research note on Thursday, February 5th. Raymond James Financial initiated coverage on shares of ARM in a report on Friday, November 21st. They set a “hold” rating on the stock. Finally, Oddo Bhf set a $170.00 price objective on shares of ARM in a research note on Monday, January 5th. Sixteen research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $160.81.

ARM Stock Performance

Shares of ARM stock opened at $121.70 on Tuesday. The company has a market capitalization of $128.58 billion, a PE ratio of 162.27, a P/E/G ratio of 7.99 and a beta of 4.10. The company has a 50-day simple moving average of $117.38 and a two-hundred day simple moving average of $134.18. ARM Holdings PLC Sponsored ADR has a one year low of $80.00 and a one year high of $183.16.

ARM (NASDAQ:ARM) last released its quarterly earnings results on Wednesday, February 4th. The company reported $0.43 earnings per share for the quarter, beating analysts’ consensus estimates of $0.41 by $0.02. The business had revenue of $1.24 billion for the quarter, compared to analysts’ expectations of $1.23 billion. ARM had a net margin of 17.15% and a return on equity of 14.01%. The company’s revenue was up 26.3% compared to the same quarter last year. During the same period last year, the business earned $0.39 EPS. ARM has set its Q4 2026 guidance at 0.540-0.620 EPS. On average, equities analysts predict that ARM Holdings PLC Sponsored ADR will post 0.9 earnings per share for the current fiscal year.

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.