Mizuho Markets Cayman LP Has $2.34 Million Stock Position in ARM Holdings PLC Sponsored ADR $ARM

Mizuho Markets Cayman LP grew its stake in ARM Holdings PLC Sponsored ADR (NASDAQ:ARM) by 38.8% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 16,553 shares of the company’s stock after buying an additional 4,631 shares during the quarter. Mizuho Markets Cayman LP’s holdings in ARM were worth $2,342,000 at the end of the most recent reporting period.

Several other large investors also recently made changes to their positions in ARM. Compound Planning Inc. boosted its stake in ARM by 4.6% in the 3rd quarter. Compound Planning Inc. now owns 1,569 shares of the company’s stock worth $222,000 after purchasing an additional 69 shares during the period. Ritholtz Wealth Management raised its stake in shares of ARM by 3.0% in the 3rd quarter. Ritholtz Wealth Management now owns 2,439 shares of the company’s stock valued at $345,000 after purchasing an additional 70 shares during the period. Rathbones Group PLC raised its stake in shares of ARM by 0.7% in the 3rd quarter. Rathbones Group PLC now owns 10,552 shares of the company’s stock valued at $1,493,000 after purchasing an additional 70 shares during the period. Nwam LLC lifted its holdings in shares of ARM by 4.3% in the third quarter. Nwam LLC now owns 1,711 shares of the company’s stock valued at $242,000 after purchasing an additional 71 shares in the last quarter. Finally, Kovack Advisors Inc. lifted its holdings in shares of ARM by 2.0% in the third quarter. Kovack Advisors Inc. now owns 3,602 shares of the company’s stock valued at $510,000 after purchasing an additional 72 shares in the last quarter. Institutional investors own 7.53% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts have weighed in on the company. Wells Fargo & Company reduced their price target on ARM from $160.00 to $150.00 and set an “overweight” rating for the company in a research report on Thursday, February 5th. Susquehanna upgraded shares of ARM from a “neutral” rating to a “positive” rating and set a $150.00 price objective on the stock in a report on Wednesday, January 21st. Jefferies Financial Group set a $170.00 price objective on shares of ARM in a research report on Thursday, February 5th. JPMorgan Chase & Co. decreased their target price on shares of ARM from $180.00 to $145.00 and set an “overweight” rating for the company in a research report on Thursday, February 5th. Finally, Rosenblatt Securities lowered their price target on shares of ARM from $180.00 to $175.00 and set a “buy” rating on the stock in a research note on Thursday, February 5th. Sixteen equities research analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $160.81.

ARM Stock Up 4.6%

Shares of ARM stock opened at $127.31 on Wednesday. The stock has a market cap of $134.50 billion, a P/E ratio of 169.75, a P/E/G ratio of 8.40 and a beta of 4.11. ARM Holdings PLC Sponsored ADR has a 12-month low of $80.00 and a 12-month high of $183.16. The business’s 50 day moving average is $117.62 and its 200-day moving average is $134.10.

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