ARM (NASDAQ:ARM) Insider Sells $8,802,315.00 in Stock

Posted by Brian Himes on May 21st, 2026

ARM Holdings PLC Sponsored ADR (NASDAQ:ARM – Get Free Report) insider Spencer Collins sold 40,941 shares of the company’s stock in a transaction dated Tuesday, May 19th. The stock was sold at an average price of $215.00, for a total value of $8,802,315.00. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website.

Spencer Collins also recently made the following trade(s):

On Monday, May 11th, Spencer Collins sold 51,961 shares of ARM stock. The stock was sold at an average price of $211.73, for a total value of $11,001,702.53.

ARM Price Performance

NASDAQ ARM traded up $41.50 during trading hours on Thursday, reaching $298.23. The company’s stock had a trading volume of 21,604,484 shares, compared to its average volume of 8,108,127. The firm has a market capitalization of $315.08 billion, a price-to-earnings ratio of 355.04, a P/E/G ratio of 8.10 and a beta of 3.40. ARM Holdings PLC Sponsored ADR has a 1-year low of $100.02 and a 1-year high of $298.70. The company’s 50-day moving average is $171.77 and its two-hundred day moving average is $141.63.

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

Key ARM News

Here are the key news stories impacting ARM this week:

Positive Sentiment: Jefferies said Nvidia’s upbeat comments on its Arm-based Vera CPU business are a positive read-through for Arm Holdings (ARM), and it reiterated its Buy rating with a $290 price target. Article: Nvidia CPU comments read positively for this chip stock: analyst
Positive Sentiment: Bernstein initiated coverage on ARM with an Outperform rating and a $300 price target, reinforcing optimism that Arm is well positioned for a long-term “renaissance” in CPUs and AI infrastructure spending. Article: What Is Going On With Arm Stock On Wednesday?
Positive Sentiment: Multiple reports said investors are buying into the idea that AI agents and server CPU demand could drive stronger royalty and licensing growth for Arm Holdings (ARM), helping the stock extend its strong momentum. Article: Why Arm Holdings Stock Surged to an All-Time High Today
Neutral Sentiment: Insider sales by executives including Richard Roy Grisenthwaite and William Abbey were disclosed, but the filings say the shares were sold under pre-arranged plans and for tax withholding tied to equity awards, so they are not necessarily a negative operating signal.
Negative Sentiment: News about a possible U.S. antitrust probe remains a headline risk for ARM and could weigh on sentiment if regulators increase scrutiny of its licensing model. Article: Arm Falls on Reported US Antitrust Probe

Analyst Upgrades and Downgrades

A number of research firms recently weighed in on ARM. The Goldman Sachs Group upped their price target on ARM from $125.00 to $150.00 and gave the stock a “sell” rating in a report on Thursday, May 7th. TD Cowen boosted their price objective on ARM from $165.00 to $265.00 and gave the stock a “buy” rating in a research note on Thursday, May 7th. Rosenblatt Securities boosted their price objective on ARM from $175.00 to $270.00 and gave the stock a “buy” rating in a research note on Thursday, May 7th. Needham & Company LLC boosted their price objective on ARM from $200.00 to $255.00 and gave the stock a “buy” rating in a research note on Thursday, May 7th. Finally, Raymond James Financial reiterated an “outperform” rating on shares of ARM in a research note on Thursday, May 7th. Twenty research analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $208.79.

View Our Latest Analysis on ARM

Institutional Investors Weigh In On ARM

Several large investors have recently bought and sold shares of the company. BankChampaign National Association purchased a new stake in ARM during the 1st quarter worth approximately $510,000. Groupe la Francaise grew its position in shares of ARM by 62.9% in the first quarter. Groupe la Francaise now owns 41,953 shares of the company’s stock valued at $6,309,000 after purchasing an additional 16,201 shares in the last quarter. Liontrust Investment Partners LLP grew its position in shares of ARM by 139.7% in the first quarter. Liontrust Investment Partners LLP now owns 347,339 shares of the company’s stock valued at $52,545,000 after purchasing an additional 202,410 shares in the last quarter. Leigh Baldwin & CO. LLC purchased a new stake in shares of ARM in the first quarter valued at approximately $247,000. Finally, Western Wealth Management LLC purchased a new stake in shares of ARM in the first quarter valued at approximately $179,000. 7.53% of the stock is currently owned by hedge funds and other institutional investors.

About ARM

(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.