ARM (NASDAQ:ARM) Stock Price Down 3.9% – Here’s What Happened

Posted by Brenda Bartman on Jun 26th, 2026

ARM Holdings PLC Sponsored ADR (NASDAQ:ARM – Get Free Report) dropped 3.9% during mid-day trading on Friday . The company traded as low as $326.80 and last traded at $334.27. 7,669,443 shares were traded during mid-day trading, a decline of 15% from the average session volume of 9,028,638 shares. The stock had previously closed at $347.71.

Analysts Set New Price Targets

ARM has been the topic of a number of research analyst reports. Barclays boosted their price objective on shares of ARM from $250.00 to $360.00 and gave the company an “overweight” rating in a report on Monday, June 1st. Needham & Company LLC reaffirmed a “buy” rating and set a $400.00 price target on shares of ARM in a research report on Tuesday, June 16th. New Street Research downgraded ARM from a “buy” rating to a “neutral” rating in a research note on Thursday, June 18th. Wells Fargo & Company increased their price objective on ARM from $255.00 to $410.00 and gave the company an “overweight” rating in a report on Monday, June 1st. Finally, UBS Group increased their price objective on ARM from $260.00 to $470.00 and gave the company a “buy” rating in a report on Wednesday. Nineteen analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, ARM has an average rating of “Moderate Buy” and an average target price of $279.83.

Read Our Latest Analysis on ARM

ARM Trading Down 3.9%

The firm has a market capitalization of $357.03 billion, a PE ratio of 397.94, a P/E/G ratio of 13.04 and a beta of 3.78. The firm’s fifty day moving average price is $288.40 and its 200 day moving average price is $181.99.

ARM (NASDAQ:ARM – Get Free Report) last issued its earnings results on Wednesday, April 1st. The company reported $0.60 earnings per share (EPS) for the quarter. The firm had revenue of $1.49 billion during the quarter. ARM had a net margin of 18.37% and a return on equity of 12.43%. On average, analysts predict that ARM Holdings PLC Sponsored ADR will post 1.12 earnings per share for the current year.

Insider Buying and Selling at ARM

In other ARM news, insider Spencer Collins sold 51,961 shares of the business’s stock in a transaction that occurred on Monday, May 11th. The stock was sold at an average price of $211.73, for a total value of $11,001,702.53. Following the completion of the transaction, the insider directly owned 51,125 shares of the company’s stock, valued at approximately $10,824,696.25. The trade was a 50.41% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, insider Richard Roy Grisenthwaite sold 24,339 shares of ARM stock in a transaction on Monday, May 18th. The shares were sold at an average price of $209.15, for a total transaction of $5,090,501.85. Following the completion of the transaction, the insider directly owned 5,543 shares of the company’s stock, valued at $1,159,318.45. The trade was a 81.45% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last three months, insiders have sold 248,205 shares of company stock worth $57,741,572.

Institutional Investors Weigh In On ARM

A number of institutional investors have recently modified their holdings of the business. Capital Research Global Investors acquired a new position in ARM in the 3rd quarter worth about $243,098,000. Northwestern Mutual Wealth Management Co. grew its holdings in ARM by 2,623.5% in the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 1,671,787 shares of the company’s stock valued at $182,743,000 after purchasing an additional 1,610,403 shares during the period. Hyperion Asset Management Ltd purchased a new stake in shares of ARM in the third quarter valued at approximately $202,980,000. Employees Provident Fund Board acquired a new position in shares of ARM during the 4th quarter worth approximately $120,241,000. Finally, Arrowstreet Capital Limited Partnership lifted its position in shares of ARM by 1,203.5% during the 1st quarter. Arrowstreet Capital Limited Partnership now owns 945,152 shares of the company’s stock valued at $142,983,000 after buying an additional 872,644 shares in the last quarter. 7.53% of the stock is currently owned by institutional investors and hedge funds.

ARM Company Profile

(Get Free Report)

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.