Axa S.A. Acquires 207,894 Shares of ARM Holdings PLC Sponsored ADR $ARM

Axa S.A. grew its position in ARM Holdings PLC Sponsored ADR (NASDAQ:ARM) by 49.3% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 629,816 shares of the company’s stock after purchasing an additional 207,894 shares during the quarter. Axa S.A. owned about 0.06% of ARM worth $101,866,000 as of its most recent SEC filing.

Other hedge funds have also added to or reduced their stakes in the company. Sustainable Growth Advisers LP raised its position in shares of 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 in the last quarter. Schroder Investment Management Group raised its position in ARM by 41.7% in the second quarter. Schroder Investment Management Group now owns 4,745,957 shares of the company’s stock valued at $767,611,000 after purchasing an additional 1,396,684 shares during the last quarter. Invesco Ltd. boosted its stake in shares of ARM by 139.9% during the second quarter. Invesco Ltd. now owns 1,381,906 shares of the company’s stock valued at $223,509,000 after purchasing an additional 805,886 shares in the last quarter. Robeco Institutional Asset Management B.V. grew its holdings in shares of ARM by 3,853.4% during the second quarter. Robeco Institutional Asset Management B.V. now owns 520,465 shares of the company’s stock worth $84,180,000 after purchasing an additional 507,300 shares during the last quarter. Finally, 1832 Asset Management L.P. acquired a new position in shares of ARM in the second quarter valued at approximately $65,294,000. 7.53% of the stock is owned by institutional investors and hedge funds.

ARM Stock Performance

Shares of ARM opened at $139.78 on Tuesday. The firm has a market cap of $147.68 billion, a PE ratio of 179.21, a price-to-earnings-growth ratio of 8.46 and a beta of 4.24. ARM Holdings PLC Sponsored ADR has a 52-week low of $80.00 and a 52-week high of $183.16. The business’s 50 day moving average price is $153.27 and its two-hundred day moving average price is $147.36.

ARM (NASDAQ:ARM) last released its quarterly earnings data on Wednesday, November 5th. The company reported $0.39 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.33 by $0.06. The company had revenue of $1.14 billion for the quarter, compared to analysts’ expectations of $1.06 billion. ARM had a net margin of 18.81% and a return on equity of 15.03%. The business’s revenue was up 34.5% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.30 EPS. ARM has set its Q3 2026 guidance at 0.370-0.450 EPS. Research analysts predict that ARM Holdings PLC Sponsored ADR will post 0.9 EPS for the current fiscal year.

Analysts Set New Price Targets

ARM has been the subject of several analyst reports. JPMorgan Chase & Co. raised their price target on shares of ARM from $175.00 to $180.00 and gave the company an “overweight” rating in a research note on Thursday, November 6th. Rosenblatt Securities reaffirmed a “buy” rating and set a $180.00 target price on shares of ARM in a research report on Thursday, November 6th. Weiss Ratings reiterated a “hold (c)” rating on shares of ARM in a research report on Wednesday, October 8th. Benchmark reissued a “hold” rating on shares of ARM in a research note on Thursday, November 6th. Finally, Cowen reaffirmed a “buy” rating on shares of ARM in a research note on Thursday, November 6th. One research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and eight have assigned a Hold rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $179.80.

About ARM

Arm Holdings Plc engages in the licensing, marketing, research, and development of microprocessors, systems IP, graphics processing units, physical IP and associated systems IP, software, and tools. It operates through the following geographical segments: United Kingdom, United States, and Other Countries.