AIA Group Ltd Makes New Investment in ARM Holdings PLC Sponsored ADR $ARM

AIA Group Ltd acquired a new stake in ARM Holdings PLC Sponsored ADR (NASDAQ:ARM) in the 3rd quarter, according to the company in its most recent filing with the SEC. The fund acquired 6,507 shares of the company’s stock, valued at approximately $921,000.

Other institutional investors also recently modified their holdings of the company. Capital Research Global Investors acquired a new stake in shares of ARM in the 3rd quarter valued at about $243,098,000. Hyperion Asset Management Ltd bought a new stake in shares of ARM during the third quarter valued at approximately $202,980,000. Schroder Investment Management Group raised its position in shares of ARM by 41.7% during the second quarter. Schroder Investment Management Group now owns 4,745,957 shares of the company’s stock worth $767,611,000 after purchasing an additional 1,396,684 shares during the period. Invesco Ltd. lifted 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 worth $223,509,000 after purchasing an additional 805,886 shares in the last quarter. Finally, Baillie Gifford & Co. bought a new position in shares of ARM in the 3rd quarter worth $90,678,000. Institutional investors and hedge funds own 7.53% of the company’s stock.

Analysts Set New Price Targets

ARM has been the subject of a number of recent research reports. Bank of America restated a “neutral” rating and set a $120.00 price target on shares of ARM in a research note on Tuesday, January 13th. KeyCorp reaffirmed an “overweight” rating on shares of ARM in a research note on Thursday, February 5th. The Goldman Sachs Group cut shares of ARM from a “neutral” rating to a “sell” rating and reduced their price objective for the company from $160.00 to $120.00 in a report on Monday, December 15th. Wells Fargo & Company decreased their target price on shares of ARM from $160.00 to $150.00 and set an “overweight” rating for the company in a research report on Thursday, February 5th. Finally, New Street Research upgraded shares of ARM from a “neutral” rating to a “buy” rating in a report on Thursday, February 5th. Seventeen research analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, ARM currently has an average rating of “Moderate Buy” and an average target price of $162.82.

ARM Trading Up 1.9%

NASDAQ ARM opened at $132.35 on Friday. The firm has a market cap of $139.83 billion, a PE ratio of 176.47, a price-to-earnings-growth ratio of 8.96 and a beta of 4.11. ARM Holdings PLC Sponsored ADR has a 1-year low of $80.00 and a 1-year high of $183.16. The stock has a 50-day moving average of $118.62 and a 200-day moving average of $133.99.

ARM (NASDAQ:ARM) last posted its quarterly earnings results on Wednesday, February 4th. The company reported $0.43 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.41 by $0.02. ARM had a return on equity of 14.01% and a net margin of 17.15%.The business had revenue of $1.24 billion for the quarter, compared to analyst estimates of $1.23 billion. During the same period last year, the company earned $0.39 EPS. ARM’s revenue for the quarter was up 26.3% compared to the same quarter last year. ARM has set its Q4 2026 guidance at 0.540-0.620 EPS. As a group, equities research analysts forecast that ARM Holdings PLC Sponsored ADR will post 0.9 earnings per share for the current fiscal year.

Trending Headlines about ARM

Here are the key news stories impacting ARM this week:

• Positive Sentiment: HSBC upgraded ARM from “reduce” to “buy” and raised its price target sharply to $205, driving renewed enthusiasm that ARM’s royalty and licensing growth from AI chips could be substantially larger than previously modeled.
  Arm Holdings stock surges after HSBC’s buy upgrade to $205
  Arm Stock Jumps on HSBC Upgrade — Sees Massive Upside on AI Chip Growth
  Arm shares jump 7% on HSBC upgrade as AI demand boosts outlook
• Positive Sentiment: Bank of America and other analysts flag a strategic shift: ARM may unveil an in‑house standalone merchant CPU and pursue full‑chiplet designs that expand its addressable market into agentic/AI CPUs — a move that could materially raise long‑term revenue and royalty upside if adopted by hyperscalers.
  Arm Holdings eyes full-chiplet CPUs, but analysts warn near-term headwinds remain
• Positive Sentiment: Independent analyst commentary argues ARM could benefit disproportionately as CPUs (including ARM‑based designs) become central to AI data centers, supporting upside forecasts and higher valuations from multiple research notes.
  Arm’s stock could rocket 50% as Wall Street wakes up to a ‘game-changing’ trend, analyst says
• Neutral Sentiment: Short‑interest data is mixed and noisy: a reported February decline in short interest contrasts with other notes showing odd/zero figures for March — not a clear driver either way but worth monitoring for volatility signals.
  ARM Holdings PLC Sponsored ADR (NASDAQ:ARM) Short Interest Down 13.5% in February
• Negative Sentiment: Malaysia’s anti‑corruption agency opened a probe into a roughly $250–279m government deal with ARM, raising regulatory, reputational and government‑contract risk in Southeast Asia; this is a headline risk that could affect sentiment if findings escalate.
  Malaysia Probe Puts Spotlight On Arm Holdings Valuation And Government Deals

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.