bLong Financial LLC Acquires Shares of 1,710 ARM Holdings PLC Sponsored ADR $ARM

bLong Financial LLC acquired a new stake in ARM Holdings PLC Sponsored ADR (NASDAQ:ARM) during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 1,710 shares of the company’s stock, valued at approximately $259,000.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Rathbones Group PLC raised its stake in shares of ARM by 4,638.8% during the 4th quarter. Rathbones Group PLC now owns 500,043 shares of the company’s stock valued at $54,660,000 after buying an additional 489,491 shares during the last quarter. Paragon Capital Management Inc. purchased a new stake in shares of ARM in the fourth quarter worth about $826,000. Lansdowne Partners UK LLP acquired a new stake in ARM during the third quarter worth about $8,486,000. Hyperion Asset Management Ltd acquired a new stake in ARM during the third quarter worth about $202,980,000. Finally, Zurcher Kantonalbank Zurich Cantonalbank raised its position in ARM by 34.7% during the fourth quarter. Zurcher Kantonalbank Zurich Cantonalbank now owns 24,188 shares of the company’s stock valued at $2,644,000 after acquiring an additional 6,232 shares in the last quarter. Institutional investors and hedge funds own 7.53% of the company’s stock.

Trending Headlines about ARM

Here are the key news stories impacting ARM this week:

• Positive Sentiment: Arm shares rebounded after analyst price-target increases, suggesting Wall Street still sees upside despite the recent selloff. Arm Holdings Stock Rebounds After PT Hikes
• Positive Sentiment: Optimism around AI CPU demand remains a support for the long-term bull case, with coverage highlighting Arm as a potential winner in the next AI wave. AMD and Arm Emerge as Key Winners in the Next AI Wave
• Positive Sentiment: Commentary around Masayoshi Son’s comments that Arm could be worth far more over time reinforced enthusiasm for the company’s AI and CPU market opportunity. Masayoshi Son Says ARM’s Valuation Could Soar Over 10X From $391B
• Neutral Sentiment: Several market articles debated whether Arm is still a buy near recent levels and compared it with AMD in the AI data-center race; these pieces add attention but do not change fundamentals by themselves. Is Arm Holdings a Buy Near $347? Arm Holdings vs Advanced Micro Devices
• Neutral Sentiment: Short-interest data did not show a meaningful change, so it is unlikely to be a major factor in the stock’s move.
• Negative Sentiment: Arm extended losses after a sharp drop tied to a broader selloff in high-growth AI stocks, with investors taking profits and worrying about valuation. Arm stock slides despite Wall Street upgrades as AI CPU optimism grows
• Negative Sentiment: Another article highlighted a recent double-digit drawdown as a possible sign of continued profit-taking after Arm’s huge year-to-date run. Arm Stock Is Up 235% in 2026

ARM Stock Down 3.2%

ARM opened at $347.71 on Friday. The company has a market cap of $371.38 billion, a PE ratio of 413.94, a price-to-earnings-growth ratio of 13.04 and a beta of 3.78. ARM Holdings PLC Sponsored ADR has a twelve month low of $100.02 and a twelve month high of $452.70. The company has a 50-day moving average price of $288.40 and a 200 day moving average price of $181.99.

ARM (NASDAQ:ARM) last posted its quarterly earnings data on Wednesday, April 1st. The company reported $0.60 earnings per share (EPS) for the quarter. ARM had a return on equity of 12.43% and a net margin of 18.37%.The company had revenue of $1.49 billion for the quarter. As a group, sell-side analysts expect that ARM Holdings PLC Sponsored ADR will post 1.12 earnings per share for the current year.

Wall Street Analysts Forecast Growth

A number of research analysts have issued reports on the company. HSBC raised ARM from a “reduce” rating to a “buy” rating and boosted their price target for the company from $90.00 to $205.00 in a report on Friday, March 20th. Deutsche Bank Aktiengesellschaft reaffirmed a “hold” rating on shares of ARM in a report on Thursday, May 7th. Barclays boosted their target price on shares of ARM from $250.00 to $360.00 and gave the company an “overweight” rating in a research note on Monday, June 1st. Jefferies Financial Group set a $290.00 price target on shares of ARM in a research report on Thursday, May 21st. Finally, Susquehanna lifted their price objective on shares of ARM from $170.00 to $210.00 and gave the company a “positive” rating in a report on Thursday, April 16th. Nineteen investment analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, ARM currently has an average rating of “Moderate Buy” and an average target price of $279.83.

Insiders Place Their Bets

In related news, insider William Abbey sold 10,887 shares of the stock in a transaction on Tuesday, May 19th. The stock was sold at an average price of $224.14, for a total value of $2,440,212.18. Following the completion of the transaction, the insider directly owned 43,353 shares of the company’s stock, valued at approximately $9,717,141.42. This represents a 20.07% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CAO Laura Kathleen Bartels sold 11,306 shares of the firm’s stock in a transaction on Tuesday, June 2nd. The shares were sold at an average price of $392.70, for a total value of $4,439,866.20. Following the completion of the transaction, the chief accounting officer owned 12,135 shares in the company, valued at $4,765,414.50. The trade was a 48.23% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 248,205 shares of company stock valued at $57,741,572.

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.