Baillie Gifford & Co. Buys Shares of 640,877 ARM Holdings PLC Sponsored ADR $ARM

Baillie Gifford & Co. bought a new position in ARM Holdings PLC Sponsored ADR (NASDAQ:ARM) in the third quarter, according to its most recent disclosure with the SEC. The firm bought 640,877 shares of the company’s stock, valued at approximately $90,678,000. Baillie Gifford & Co. owned about 0.06% of ARM as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently modified their holdings of the company. Ritholtz Wealth Management increased its position in ARM by 3.0% during the third quarter. Ritholtz Wealth Management now owns 2,439 shares of the company’s stock worth $345,000 after purchasing an additional 70 shares during the last quarter. Nwam LLC boosted its holdings in ARM by 4.3% in the 3rd quarter. Nwam LLC now owns 1,711 shares of the company’s stock valued at $242,000 after purchasing an additional 71 shares during the last quarter. Haven Private LLC grew its stake in shares of ARM by 0.9% in the 2nd quarter. Haven Private LLC now owns 7,973 shares of the company’s stock valued at $1,290,000 after buying an additional 74 shares during the period. Americana Partners LLC increased its holdings in shares of ARM by 1.0% during the 3rd quarter. Americana Partners LLC now owns 7,352 shares of the company’s stock worth $1,040,000 after buying an additional 75 shares during the last quarter. Finally, Chicago Capital LLC raised its position in shares of ARM by 0.5% during the 2nd quarter. Chicago Capital LLC now owns 15,732 shares of the company’s stock valued at $2,544,000 after buying an additional 79 shares during the period. Institutional investors and hedge funds own 7.53% of the company’s stock.

ARM Stock Performance

Shares of ARM stock opened at $116.07 on Friday. ARM Holdings PLC Sponsored ADR has a fifty-two week low of $80.00 and a fifty-two week high of $183.16. The company has a 50 day moving average price of $121.93 and a 200 day moving average price of $140.85. The stock has a market capitalization of $122.63 billion, a P/E ratio of 148.81, a price-to-earnings-growth ratio of 6.95 and a beta of 4.34.

ARM (NASDAQ:ARM) last issued its quarterly earnings results on Wednesday, November 5th. The company reported $0.39 EPS for the quarter, beating the consensus estimate of $0.33 by $0.06. ARM had a net margin of 18.81% and a return on equity of 15.03%. The company had revenue of $1.14 billion during the quarter, compared to analysts’ expectations of $1.06 billion. During the same quarter last year, the company posted $0.30 EPS. The firm’s revenue was up 34.5% compared to the same quarter last year. ARM has set its Q3 2026 guidance at 0.370-0.450 EPS. On average, research analysts forecast that ARM Holdings PLC Sponsored ADR will post 0.9 EPS for the current fiscal year.

Analyst Ratings Changes

Several equities research analysts have issued reports on the company. Raymond James Financial began coverage on ARM in a research note on Friday, November 21st. They set a “hold” rating for the company. JPMorgan Chase & Co. upped their target price on shares of ARM from $175.00 to $180.00 and gave the company an “overweight” rating in a research report on Thursday, November 6th. Oddo Bhf set a $170.00 target price on shares of ARM in a research note on Monday, January 5th. Citigroup downgraded shares of ARM from a “buy” rating to a “hold” rating in a research note on Tuesday, January 13th. Finally, TD Cowen restated a “buy” rating on shares of ARM in a report on Thursday, November 6th. Sixteen equities research analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, ARM has a consensus rating of “Moderate Buy” and an average target price of $172.14.

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.