Voya Investment Management LLC Purchases 27,228 Shares of ARM Holdings PLC Sponsored ADR $ARM

Key Points

• Voya Investment Management LLC increased its stake in ARM by 15.5%, buying 27,228 shares to hold 202,443 shares worth about $28.64 million per its latest 13F filing.
• ARM beat Q results, reporting $0.39 EPS vs. $0.33 expected and $1.14 billion revenue vs. $1.06 billion expected, with revenue up 34.5% year-over-year and Q3 2026 guidance of $0.370–$0.450 EPS.
• Analysts have a consensus rating of Moderate Buy with an average price target of $178.30; multiple firms recently raised targets (e.g., JPMorgan to $180, Wells Fargo to $195), and ARM's market cap is about $120.49 billion with a 52-week range of $80–$183.16.

Voya Investment Management LLC grew its stake in shares of ARM Holdings PLC Sponsored ADR (NASDAQ:ARM - Free Report) by 15.5% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 202,443 shares of the company's stock after acquiring an additional 27,228 shares during the quarter. Voya Investment Management LLC's holdings in ARM were worth $28,644,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also bought and sold shares of the company. Schroder Investment Management Group grew its position in shares of 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 acquiring an additional 1,396,684 shares during the period. Sustainable Growth Advisers LP boosted its position in ARM by 116.8% in the 2nd quarter. Sustainable Growth Advisers LP now owns 3,457,220 shares of the company's stock valued at $559,171,000 after buying an additional 1,862,626 shares during the period. Bank of America Corp DE increased its stake in shares of ARM by 12.8% during the second quarter. Bank of America Corp DE now owns 1,476,743 shares of the company's stock worth $238,848,000 after buying an additional 168,149 shares during the period. Franklin Resources Inc. raised its stake in ARM by 27.9% in the second quarter. Franklin Resources Inc. now owns 1,417,829 shares of the company's stock valued at $229,320,000 after buying an additional 309,698 shares in the last quarter. Finally, Invesco Ltd. boosted its holdings in shares of ARM by 139.9% in the 2nd quarter. Invesco Ltd. now owns 1,381,906 shares of the company's stock valued at $223,509,000 after buying an additional 805,886 shares in the last quarter. 7.53% of the stock is currently owned by institutional investors and hedge funds.

ARM Price Performance

Shares of ARM opened at $114.04 on Monday. The company has a market cap of $120.49 billion, a P/E ratio of 146.21, a PEG ratio of 6.83 and a beta of 4.23. The stock has a fifty day moving average price of $147.94 and a 200 day moving average price of $147.20. ARM Holdings PLC Sponsored ADR has a 12 month low of $80.00 and a 12 month high of $183.16.

ARM (NASDAQ:ARM - Get Free Report) last released its earnings results on Wednesday, November 5th. The company reported $0.39 earnings per share for the quarter, topping analysts' consensus estimates of $0.33 by $0.06. The firm had revenue of $1.14 billion during the quarter, compared to the consensus estimate of $1.06 billion. ARM had a return on equity of 15.03% and a net margin of 18.81%.The firm's revenue for the quarter was up 34.5% compared to the same quarter last year. During the same period in the prior year, the firm posted $0.30 earnings per share. 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 equities analysts have recently issued reports on ARM shares. JPMorgan Chase & Co. raised their target price on shares of ARM from $175.00 to $180.00 and gave the stock an "overweight" rating in a research report on Thursday, November 6th. Needham & Company LLC reaffirmed a "hold" rating on shares of ARM in a report on Thursday, November 6th. Barclays boosted their price objective on shares of ARM from $115.00 to $165.00 and gave the stock an "overweight" rating in a research report on Thursday, November 6th. Wells Fargo & Company boosted their price target on ARM from $190.00 to $195.00 and gave the stock an "overweight" rating in a report on Thursday, November 6th. Finally, Weiss Ratings reiterated a "hold (c)" rating on shares of ARM in a report on Wednesday, October 8th. One research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating, seven have issued a Hold rating and one has given a Sell rating to the company's stock. According to data from MarketBeat, the stock has an average rating of "Moderate Buy" and a consensus price target of $178.30.

ARM 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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