Jones Financial Companies Lllp Increases Stake in ARM Holdings PLC Sponsored ADR $ARM

Jones Financial Companies Lllp grew its stake in ARM Holdings PLC Sponsored ADR (NASDAQ:ARM) by 21.1% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 57,968 shares of the company’s stock after acquiring an additional 10,083 shares during the period. Jones Financial Companies Lllp’s holdings in ARM were worth $8,093,000 at the end of the most recent reporting period.

A number of other hedge funds also recently added to or reduced their stakes in the business. TFB Advisors LLC lifted its position in ARM by 3.5% during the third quarter. TFB Advisors LLC now owns 3,527 shares of the company’s stock valued at $499,000 after acquiring an additional 118 shares during the last quarter. Midwest Professional Planners LTD. grew its position in shares of ARM by 1.1% during the 3rd quarter. Midwest Professional Planners LTD. now owns 13,845 shares of the company’s stock valued at $1,959,000 after acquiring an additional 156 shares during the period. Fortem Financial Group LLC increased its stake in shares of ARM by 3.4% in the 3rd quarter. Fortem Financial Group LLC now owns 9,020 shares of the company’s stock valued at $1,276,000 after purchasing an additional 300 shares in the last quarter. Mutual Advisors LLC acquired a new position in ARM in the 3rd quarter worth about $201,000. Finally, Independent Advisor Alliance boosted its position in ARM by 6.6% during the third quarter. Independent Advisor Alliance now owns 3,100 shares of the company’s stock worth $439,000 after purchasing an additional 193 shares in the last quarter. 7.53% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting ARM

Here are the key news stories impacting ARM this week:

• Positive Sentiment: Q3 results beat revenue and EPS consensus; AI/data‑center demand drove a record quarter and 26% YoY revenue growth, giving investors confidence in secular AI tailwinds. ARM Q3 results (slide deck)
• Positive Sentiment: Management set Q4 FY26 EPS guidance (0.540–0.620) and revenue guidance above street estimates, signaling continued AI/data‑center traction into the quarter. Reuters: Arm forecasts revenue above estimates
• Positive Sentiment: CEO Rene Haas told Bloomberg the data‑center business is “exploding,” suggesting the company sees durable, higher‑margin demand beyond handsets. That bullish management tone supports investor optimism around AI exposure. Bloomberg interview: Arm CEO Says Data Center Business Is ‘Exploding’
• Positive Sentiment: Analyst sentiment remains constructive overall: several firms reaffirmed buy/overweight ratings or upgraded (e.g., New Street upgrade), and price targets — even when trimmed — still imply material upside versus the current share price. The Fly: New Street upgrade
• Neutral Sentiment: Arm announced an “Arm Everywhere” event for March 24 to highlight AI strategy and partner ecosystem — a potential catalyst but with uncertain near‑term impact on numbers. BusinessWire: Arm Everywhere event
• Negative Sentiment: Licensing revenue narrowly missed estimates and sparked an after‑hours selloff; broader industry headwinds (memory shortages, softer smartphone build plans) were cited as near‑term demand risks. These factors create downside risk to handset‑linked royalties. CNBC: Shares fall after licensing miss
• Negative Sentiment: Several firms trimmed price targets (JPMorgan, Wells Fargo, Mizuho, Rosenblatt among others) — signaling some analyst caution on near‑term handset and licensing visibility even as ratings largely stay constructive. Benzinga: analyst price target moves

Analysts Set New Price Targets

ARM has been the subject of several research analyst reports. Benchmark reaffirmed a “hold” rating on shares of ARM in a research note on Thursday. Rosenblatt Securities cut their price target on shares of ARM from $180.00 to $175.00 and set a “buy” rating for the company in a report on Thursday. JPMorgan Chase & Co. decreased their price objective on shares of ARM from $180.00 to $145.00 and set an “overweight” rating on the stock in a report on Thursday. Weiss Ratings reiterated a “hold (c)” rating on shares of ARM in a research report on Wednesday, January 21st. Finally, Citigroup downgraded shares of ARM from a “buy” rating to a “hold” rating in a research report on Tuesday, January 13th. Sixteen research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $160.81.

ARM Stock Up 5.7%

ARM stock opened at $110.88 on Friday. The company has a fifty day simple moving average of $117.37 and a 200-day simple moving average of $138.33. The firm has a market capitalization of $117.15 billion, a price-to-earnings ratio of 147.84, a PEG ratio of 6.28 and a beta of 4.35. ARM Holdings PLC Sponsored ADR has a 52-week low of $80.00 and a 52-week high of $183.16.

ARM (NASDAQ:ARM) last posted its quarterly earnings results on Wednesday, February 4th. The company reported $0.43 earnings per share for the quarter, topping analysts’ consensus estimates of $0.41 by $0.02. The firm had revenue of $1.24 billion for the quarter, compared to analyst estimates of $1.23 billion. ARM had a net margin of 17.15% and a return on equity of 14.36%. ARM’s quarterly revenue was up 26.3% on a year-over-year basis. During the same period in the previous year, the business posted $0.39 earnings per share. ARM has set its Q4 2026 guidance at 0.540-0.620 EPS. On average, research analysts anticipate that ARM Holdings PLC Sponsored ADR will post 0.9 EPS for the current fiscal year.

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.