ARM Holdings PLC Sponsored ADR $ARM Shares Sold by Mirae Asset Global Investments Co. Ltd.

Key Points

• Mirae Asset Global Investments trimmed its stake in ARM by 15.6% (sold 67,938 shares), leaving 367,964 ADRs worth about $52.06 million, while other managers (Pacific Heights, Voya, Zevenbergen and new entrants like Orion and Stanley Laman) increased or established positions.
• ARM beat Q3 estimates with $0.39 EPS vs. $0.33 expected and $1.14B revenue (up 34.5% YoY), and set Q3 2026 guidance of $0.370–$0.450 EPS.
• The stock opened at $109.96 (12‑month range $80.00–$183.16) with a market cap of $116.17B, a high P/E (~141) and a consensus analyst rating of Moderate Buy with a $169.52 target.

Mirae Asset Global Investments Co. Ltd. lessened its stake in shares of ARM Holdings PLC Sponsored ADR (NASDAQ:ARM - Free Report) by 15.6% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 367,964 shares of the company's stock after selling 67,938 shares during the quarter. Mirae Asset Global Investments Co. Ltd.'s holdings in ARM were worth $52,063,000 as of its most recent SEC filing.

Several other large investors have also recently made changes to their positions in the stock. Pacific Heights Asset Management LLC raised its holdings in ARM by 32.1% in the third quarter. Pacific Heights Asset Management LLC now owns 185,000 shares of the company's stock valued at $26,176,000 after acquiring an additional 45,000 shares in the last quarter. Orion Porfolio Solutions LLC acquired a new stake in shares of ARM in the 2nd quarter worth $6,277,000. Voya Investment Management LLC boosted its holdings in shares of ARM by 15.5% in the third quarter. Voya Investment Management LLC now owns 202,443 shares of the company's stock valued at $28,644,000 after acquiring an additional 27,228 shares in the last quarter. Stanley Laman Group Ltd. purchased a new position in ARM during the third quarter worth about $6,219,000. Finally, Zevenbergen Capital Investments LLC lifted its position in ARM by 4.7% in the third quarter. Zevenbergen Capital Investments LLC now owns 499,772 shares of the company's stock valued at $70,713,000 after purchasing an additional 22,483 shares during the period. 7.53% of the stock is currently owned by institutional investors and hedge funds.

ARM Price Performance

Shares of ARM opened at $109.96 on Thursday. ARM Holdings PLC Sponsored ADR has a 12 month low of $80.00 and a 12 month high of $183.16. The company has a market cap of $116.17 billion, a P/E ratio of 140.97, a PEG ratio of 6.88 and a beta of 4.34. The stock has a fifty day moving average price of $120.46 and a 200 day moving average price of $140.13.

ARM (NASDAQ:ARM - Get Free Report) last announced its quarterly earnings data on Wednesday, November 5th. The company reported $0.39 earnings per share for the quarter, beating the consensus estimate of $0.33 by $0.06. ARM had a return on equity of 15.03% and a net margin of 18.81%.The business had revenue of $1.14 billion during the quarter, compared to analyst estimates of $1.06 billion. During the same quarter in the prior year, the firm posted $0.30 earnings per share. The company's revenue was up 34.5% on a year-over-year basis. ARM has set its Q3 2026 guidance at 0.370-0.450 EPS. As a group, research analysts anticipate that ARM Holdings PLC Sponsored ADR will post 0.9 earnings per share for the current year.

Wall Street Analyst Weigh In

A number of research firms have recently weighed in on ARM. Mizuho boosted their price target on ARM from $180.00 to $190.00 and gave the stock an "outperform" rating in a report on Thursday, November 6th. JPMorgan Chase & Co. lifted their price objective on ARM from $175.00 to $180.00 and gave the company an "overweight" rating in a research note on Thursday, November 6th. Barclays raised their price target on shares of ARM from $115.00 to $165.00 and gave the company an "overweight" rating in a report on Thursday, November 6th. Royal Bank Of Canada began coverage on ARM in a report on Wednesday, January 14th. They issued an "outperform" rating and a $140.00 price target for the company. Finally, KeyCorp raised their price target on shares of ARM from $190.00 to $200.00 and gave the company an "overweight" rating in a report on Thursday, November 6th. Sixteen equities research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and a consensus target price of $169.52.

ARM Company 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.

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