PKO Investment Management Joint Stock Co Purchases 8,000 Shares of ARM Holdings PLC Sponsored ADR $ARM

Key Points

• PKO Investment Management increased its ARM stake by 47.1%, buying 8,000 shares in Q4 to hold 25,000 shares valued at about $2.73 million as of the latest 13F filing.
• Several large institutions either established or boosted sizable positions—Capital Research ($243M), Hyperion ($203M), Baillie Gifford ($90.7M), Rathbones (now 500,043 shares, ~$54.7M) and Invesco (1.77M shares, ~$250.7M)—signaling strong institutional demand.
• Insiders have been net sellers, disposing of 83,712 shares (~$13.6M) in the past 90 days (including CEO and CFO sales under Rule 10b5‑1), while analysts carry a "Moderate Buy" consensus with an average target of $176.71 versus a current price near $211.10.

PKO Investment Management Joint Stock Co lifted its position in ARM Holdings PLC Sponsored ADR (NASDAQ:ARM - Free Report) by 47.1% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 25,000 shares of the company's stock after buying an additional 8,000 shares during the period. PKO Investment Management Joint Stock Co's holdings in ARM were worth $2,733,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. Capital Research Global Investors purchased a new position in ARM in the 3rd quarter worth approximately $243,098,000. Hyperion Asset Management Ltd bought a new position in ARM in the 3rd quarter valued at approximately $202,980,000. Baillie Gifford & Co. purchased a new stake in ARM during the 3rd quarter valued at $90,678,000. Rathbones Group PLC increased its holdings in shares of ARM by 4,638.8% in the 4th quarter. Rathbones Group PLC now owns 500,043 shares of the company's stock worth $54,660,000 after purchasing an additional 489,491 shares in the last quarter. Finally, Invesco Ltd. increased its holdings in shares of ARM by 28.2% in the 3rd quarter. Invesco Ltd. now owns 1,772,123 shares of the company's stock worth $250,738,000 after purchasing an additional 390,217 shares in the last quarter. Hedge funds and other institutional investors own 7.53% of the company's stock.

ARM News Roundup

Here are the key news stories impacting ARM this week:

• Positive Sentiment: Jim Cramer highlighted adding Arm to a portfolio, a high-profile endorsement that can lift retail interest and flows. Jim Cramer Highlights Adding Arm Holdings to the Charitable Trust Portfolio
• Positive Sentiment: Analysts and commentators argue Arm’s May 6 earnings could be a major upside catalyst — rising royalty rates from Armv9 adoption and accelerating AI workloads are cited as drivers toward a potential $250 target. Arm's May 6 Earnings Could Unlock $250 as AI Workloads Accelerate
• Positive Sentiment: Industry roundup shows Arm among strong AI-infrastructure performers in April, reinforcing the narrative that Arm is a beneficiary of the AI capex cycle. ARM, Marvell, or Vertiv: Which AI Infrastructure Stock Crushed It in April?
• Neutral Sentiment: Comparisons and sector analyses (e.g., head‑to‑head pieces) provide context but don't add fresh company‑specific catalysts; useful for valuation and competitive perspective. ARM NASDAQ: ARM & Nova NASDAQ: NVMI Head-To-Head Comparison
• Negative Sentiment: TSMC sold its remaining Arm shares in a $231M exit — a notable institutional sell that likely contributed to near-term pressure and signals portfolio reshuffling by a major semiconductor customer. TSMC Dumps Arm Stake in $231 Million Exit Move
• Negative Sentiment: Multiple reports cite an ~8% slide from late‑April profit‑taking in the chip/AI rally; headlines frame this as a pullback that could extend if sentiment sours. Arm Holdings (ARM) Stock: Falls 8 – Is the AI Rally Running Out of Steam? Arm Holdings (ARM) Stock Tumbles 8% as Profit-Taking Grips Chip Sector
• Negative Sentiment: Coverage noting a snapped winning streak and warnings of further drops amplify short‑term downside risk from momentum traders and algorithmic flows. After Arm’s stock saw a seven-day winning streak snapped, it’s on track for another sharp drop

Analyst Ratings Changes

A number of brokerages have recently issued reports on ARM. Oddo Bhf set a $170.00 price target on ARM in a report on Monday, January 5th. JPMorgan Chase & Co. reduced their price objective on ARM from $180.00 to $145.00 and set an "overweight" rating for the company in a report on Thursday, February 5th. Wells Fargo & Company boosted their target price on ARM from $175.00 to $220.00 and gave the stock an "overweight" rating in a research report on Wednesday. The Goldman Sachs Group upped their target price on shares of ARM from $110.00 to $125.00 and gave the company a "sell" rating in a research note on Thursday, April 9th. Finally, Susquehanna lifted their price target on shares of ARM from $170.00 to $210.00 and gave the stock a "positive" rating in a research note on Thursday, April 16th. Eighteen investment analysts have rated the stock with a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the company's stock. According to MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $176.71.

Insider Transactions at ARM

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

ARM Price Performance

NASDAQ ARM opened at $211.10 on Friday. The stock has a market capitalization of $223.03 billion, a price-to-earnings ratio of 281.47, a PEG ratio of 9.52 and a beta of 3.41. ARM Holdings PLC Sponsored ADR has a 1-year low of $100.02 and a 1-year high of $237.68. The business's fifty day moving average price is $148.60 and its 200-day moving average price is $137.56.

ARM (NASDAQ:ARM - Get Free Report) last issued its quarterly earnings data on Thursday, February 5th. 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 in the previous year, the company posted $0.39 earnings per share. ARM's revenue was up 26.3% compared to the same quarter last year. Equities research analysts anticipate that ARM Holdings PLC Sponsored ADR will post 0.85 EPS for the current year.

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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