ARM (NASDAQ:ARM) CFO Jason Child Sells 10,400 Shares

September 24, 2026 by InsiderTrades.com

Key Points

ARM CFO Jason Child sold 10,400 shares at an average of $300, generating $3.12 million; the transaction was conducted under a pre-arranged Rule 10b5-1 plan and reduced his ownership by 6.35%.
ARM reported quarterly revenue of $1.29 billion and EPS of $0.45, exceeding analyst estimates, while revenue increased 22.4% year over year.
Investor sentiment remains broadly positive, with analysts assigning a consensus “Moderate Buy” rating and a $305.72 price target, supported by optimism over ARM’s role in AI infrastructure and data-center growth.

Arm Holdings PLC Sponsored ADR (NASDAQ:ARM - Get Free Report) CFO Jason Child sold 10,400 shares of the company's stock in a transaction that occurred on Monday, September 21st. The shares were sold at an average price of $300.00, for a total value of $3,120,000.00. Following the completion of the transaction, the chief financial officer directly owned 153,442 shares in the company, valued at $46,032,600. This trade represents a 6.35% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Meta’s Muse Highlights Arm’s Growing Role in AI Infrastructure

Jason Child also recently made the following trade(s):

On Thursday, August 27th, Jason Child sold 10,400 shares of ARM stock. The stock was sold at an average price of $255.33, for a total value of $2,655,432.00.

ARM Price Performance

ARM stock opened at $332.56 on Thursday. Arm Holdings PLC Sponsored ADR has a 1-year low of $100.02 and a 1-year high of $452.70. The business has a fifty day moving average price of $262.29 and a 200-day moving average price of $252.38. The stock has a market capitalization of $355.20 billion, a P/E ratio of 342.85, a P/E/G ratio of 9.88 and a beta of 3.89.

IBM Just Opened Its Mainframes to Arm—Is the Market Missing the Shift?

ARM (NASDAQ:ARM - Get Free Report) last announced its quarterly earnings results on Thursday, July 30th. The company reported $0.45 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.40 by $0.05. ARM had a return on equity of 12.24% and a net margin of 20.25%.The firm had revenue of $1.29 billion for the quarter, compared to the consensus estimate of $1.26 billion. During the same period in the prior year, the company posted $0.35 earnings per share. The company's quarterly revenue was up 22.4% on a year-over-year basis. As a group, analysts anticipate that Arm Holdings PLC Sponsored ADR will post 1.15 earnings per share for the current year.

More ARM News

Here are the key news stories impacting ARM this week:

Positive Sentiment: Arm’s AI opportunity remains the primary bullish catalyst. Management believes demand for CPUs is exceptionally strong and has growing confidence it can exceed its $2 billion AGI CPU revenue target. AI agents and expanding data-center workloads could require substantially more CPU capacity, potentially increasing Arm’s royalty revenue. Arm Just Got a Major Vote of Confidence From Its CEO
Positive Sentiment: Reports of Meta’s Muse custom-chip effort, including a potential $2 billion AI-processor target, reinforce Arm’s growing role in AI infrastructure and could support demand for Arm-based data-center designs. Meta’s Muse Highlights Arm’s Growing Role in AI Infrastructure
Positive Sentiment: Analysts and investors continue to identify Arm as a key beneficiary of the AI-infrastructure buildout, alongside chip and cloud companies, while its licensing and royalty model provides exposure to unit growth across many devices and processors. 3 Trending AI Stocks to Watch: ARM, AMD, and CRWV

Institutional Investors Weigh In On ARM

Asian Market Circuit Breakers Hit Stocks, Not AI Demand

A number of large investors have recently made changes to their positions in ARM. QRG Capital Management Inc. lifted its stake in shares of ARM by 32.1% in the 2nd quarter. QRG Capital Management Inc. now owns 9,591 shares of the company's stock worth $3,401,000 after purchasing an additional 2,330 shares during the period. Envestnet Portfolio Solutions Inc. bought a new stake in ARM during the second quarter valued at approximately $2,755,000. IKE Capital LLC grew its position in ARM by 88.7% during the second quarter. IKE Capital LLC now owns 5,331 shares of the company's stock valued at $1,890,000 after buying an additional 2,506 shares during the period. Capstone Financial Advisors Inc. purchased a new stake in ARM during the second quarter valued at approximately $308,000. Finally, MCF Advisors LLC raised its position in ARM by 11.7% in the second quarter. MCF Advisors LLC now owns 764 shares of the company's stock worth $271,000 after acquiring an additional 80 shares during the period. 7.53% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

A number of brokerages have recently issued reports on ARM. Guggenheim reaffirmed a "buy" rating and set a $255.00 price target on shares of ARM in a report on Thursday, July 30th. Raymond James Financial reissued an "outperform" rating on shares of ARM in a report on Tuesday, August 25th. Needham & Company LLC restated a "buy" rating and set a $255.00 price objective on shares of ARM in a research report on Thursday, July 30th. Benchmark assumed coverage on shares of ARM in a report on Thursday, July 16th. They issued a "hold" rating on the stock. Finally, UBS Group cut their target price on shares of ARM from $360.00 to $320.00 and set a "buy" rating for the company in a research report on Thursday, July 30th. One research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and a consensus price target of $305.72.

View Our Latest Analysis on ARM

About ARM

(Get Free Report)

Arm Holdings plc is a semiconductor and software intellectual property company headquartered in Cambridge, England. Rather than manufacturing chips, Arm develops processor architectures and technology designs that it licenses to semiconductor companies, device manufacturers and other technology businesses for use in their own products.

Arm's portfolio includes central processing unit (CPU) architectures and processor cores, graphics processing units (GPUs), systems IP, interconnect technology, security solutions and related software and development tools.