SCHEDULE: Brandes Investment Partners Boosts Arlo Stake to 7.7%

Brandes Investment Partners, L.P. has disclosed an increased beneficial ownership of 7.7% in Arlo Technologies, Inc. common shares.

Summary

• Brandes Investment Partners, L.P. filed an Amendment No. 1 to Schedule 13G, reporting its beneficial ownership in Arlo Technologies, Inc.
• As of December 31, 2025, Brandes Investment Partners beneficially owned 8,202,794 common shares of Arlo Technologies, Inc.
• This ownership represents 7.7% of the class of Arlo Technologies, Inc. common shares.
• Brandes Investment Partners holds shared voting power over 4,641,379 shares and shared dispositive power over 8,202,794 shares.
• The filing indicates that the securities were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of the issuer.

Sentiment

Score: 7

Explanation: StockSavvy.ai views this as moderately positive, as a significant increase in institutional ownership by a reputable firm like Brandes Investment Partners can be seen as a vote of confidence in Arlo Technologies, Inc.

Positives

• Increased beneficial ownership by Brandes Investment Partners, L.P. to 7.7% may signal confidence from a significant institutional investor in Arlo Technologies, Inc.'s long-term prospects.
• The filing confirms the securities are held in the ordinary course of business, suggesting a passive investment rather than an activist stance that could introduce uncertainty.

Future Outlook

This filing does not contain forward-looking statements or guidance from Arlo Technologies, Inc. or Brandes Investment Partners, L.P. regarding the issuer's future performance.

Industry Context

StockSavvy.ai notes that increased institutional ownership, particularly by established investment firms like Brandes Investment Partners, can sometimes be interpreted by the market as a positive signal for a company within the consumer electronics or smart home security industry, suggesting underlying value or growth potential.

Stakeholder Impact

• Shareholders may view the increased institutional ownership as a positive indicator, potentially leading to increased investor confidence and stability in the stock.
• The company's management might see this as validation of their strategy and performance, potentially influencing future strategic decisions.

Key Dates

Keywords

Arlo Technologies, Brandes Investment Partners, Schedule 13G, Beneficial Ownership, Common Shares, Institutional Investment, AEO, Investment Adviser