ARM Holdings PLC Sponsored ADR $ARM Shares Sold by Sustainable Growth Advisers LP

Posted by Francis Steltz on Jun 3rd, 2026

Sustainable Growth Advisers LP cut its stake in shares of ARM Holdings PLC Sponsored ADR (NASDAQ:ARM – Free Report) by 7.4% during the 4th quarter, HoldingsChannel.com reports. The fund owned 2,668,130 shares of the company’s stock after selling 213,579 shares during the period. ARM makes up approximately 2.0% of Sustainable Growth Advisers LP’s holdings, making the stock its 20th biggest holding. Sustainable Growth Advisers LP’s holdings in ARM were worth $291,653,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently bought and sold shares of ARM. Capital Research Global Investors acquired a new position in ARM during the 3rd quarter worth approximately $243,098,000. Northwestern Mutual Wealth Management Co. increased its holdings in ARM by 2,623.5% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 1,671,787 shares of the company’s stock worth $182,743,000 after purchasing an additional 1,610,403 shares during the last quarter. Hyperion Asset Management Ltd purchased a new stake in ARM during the 3rd quarter worth approximately $202,980,000. Rathbones Group PLC increased its holdings in ARM by 4,638.8% during the 4th quarter. Rathbones Group PLC now owns 500,043 shares of the company’s stock worth $54,660,000 after purchasing an additional 489,491 shares during the last quarter. Finally, Invesco Ltd. increased its holdings in ARM by 28.2% during the 3rd quarter. Invesco Ltd. now owns 1,772,123 shares of the company’s stock worth $250,738,000 after purchasing an additional 390,217 shares during the last quarter. 7.53% of the stock is owned by institutional investors and hedge funds.

ARM Price Performance

Shares of ARM opened at $408.85 on Tuesday. The company has a market cap of $431.95 billion, a P/E ratio of 486.73, a PEG ratio of 12.83 and a beta of 3.77. The stock has a fifty day moving average price of $204.85 and a 200 day moving average price of $151.19. ARM Holdings PLC Sponsored ADR has a 12 month low of $100.02 and a 12 month high of $421.69.

ARM (NASDAQ:ARM – Get Free Report) last issued its quarterly earnings data on Wednesday, April 1st. The company reported $0.60 EPS for the quarter. The firm 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%. As a group, research analysts anticipate that ARM Holdings PLC Sponsored ADR will post 1.12 earnings per share for the current year.

Insider Activity

In related news, insider Richard Roy Grisenthwaite sold 24,339 shares of the company’s stock in a transaction on Monday, May 18th. The stock was 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 in the company, valued at $1,159,318.45. This represents a 81.45% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider William Abbey sold 10,887 shares of the company’s stock in a transaction on Tuesday, May 19th. The stock was sold at an average price of $224.14, for a total value of $2,440,212.18. Following the transaction, the insider owned 43,353 shares of the company’s stock, valued at approximately $9,717,141.42. The trade was a 20.07% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 283,466 shares of company stock worth $58,946,033 over the last 90 days.

Trending Headlines about ARM

Here are the key news stories impacting ARM this week:

Positive Sentiment: Nvidia’s RTX Spark launch reportedly uses an Arm design for the central processing unit, giving Arm a high-profile win and boosting confidence that its architecture could gain share in AI PCs. Arm Stock Jumps As Chip Designer Joins Nvidia PC Effort
Positive Sentiment: Multiple reports said Arm hit a record high as investors viewed Nvidia’s chip announcement as validation of Arm’s technology and a potential catalyst for future licensing and royalty growth. Why Arm Stock Hit a Record High on Nvidia’s Chip Announcement
Positive Sentiment: Coverage around Nvidia’s new PC push highlighted that the chip will appear in devices from major OEMs, reinforcing the commercial relevance of Arm’s ecosystem and lifting sentiment across the sector. Nvidia jumps into PCs with new Arm-based chip debuting in laptops from Microsoft, Dell, HP
Neutral Sentiment: An insider sale by William Abbey of 4,200 shares was disclosed, but it appears smaller than the AI-PC-driven optimism and was likely not the main stock driver. Insider trade disclosure

Wall Street Analysts Forecast Growth

Several research firms have issued reports on ARM. Jefferies Financial Group set a $290.00 price objective on ARM in a report on Thursday, May 21st. Barclays boosted their price target on ARM from $250.00 to $360.00 and gave the company an “overweight” rating in a report on Monday. Susquehanna boosted their price target on ARM from $170.00 to $210.00 and gave the company a “positive” rating in a report on Thursday, April 16th. Wells Fargo & Company boosted their price target on ARM from $255.00 to $410.00 and gave the company an “overweight” rating in a report on Monday. Finally, JPMorgan Chase & Co. lowered their price target on ARM from $180.00 to $145.00 and set an “overweight” rating for the company in a report on Thursday, February 5th. Twenty equities research analysts have rated the stock with a Buy rating, six have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $226.92.

Get Our Latest Stock Report on ARM

ARM Profile

(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.