ARGA Investment Management LP Cuts Holdings in Arrow Electronics, Inc. $ARW

ARGA Investment Management LP cut its position in Arrow Electronics, Inc. (NYSE:ARW) by 39.6% in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 345,027 shares of the technology company’s stock after selling 226,618 shares during the quarter. Arrow Electronics makes up approximately 1.1% of ARGA Investment Management LP’s investment portfolio, making the stock its 21st largest holding. ARGA Investment Management LP’s holdings in Arrow Electronics were worth $41,748,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently made changes to their positions in the business. Root Financial Partners LLC acquired a new stake in Arrow Electronics in the 3rd quarter worth approximately $26,000. Farther Finance Advisors LLC grew its position in Arrow Electronics by 84.2% during the 2nd quarter. Farther Finance Advisors LLC now owns 221 shares of the technology company’s stock worth $28,000 after purchasing an additional 101 shares during the period. True Wealth Design LLC lifted its holdings in Arrow Electronics by 660.0% in the second quarter. True Wealth Design LLC now owns 266 shares of the technology company’s stock valued at $34,000 after acquiring an additional 231 shares during the period. Hantz Financial Services Inc. boosted its holdings in Arrow Electronics by 1,547.1% during the second quarter. Hantz Financial Services Inc. now owns 280 shares of the technology company’s stock worth $36,000 after buying an additional 263 shares in the last quarter. Finally, Geneos Wealth Management Inc. grew its position in shares of Arrow Electronics by 68.1% during the 1st quarter. Geneos Wealth Management Inc. now owns 353 shares of the technology company’s stock valued at $37,000 after acquiring an additional 143 shares during the period. Hedge funds and other institutional investors own 99.34% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms have recently commented on ARW. Wall Street Zen cut shares of Arrow Electronics from a “buy” rating to a “hold” rating in a research note on Saturday, November 1st. Wells Fargo & Company lowered their price target on shares of Arrow Electronics from $98.00 to $94.00 and set an “underweight” rating on the stock in a research report on Friday, October 31st. Zacks Research cut Arrow Electronics from a “strong-buy” rating to a “hold” rating in a research note on Friday, November 14th. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of Arrow Electronics in a research note on Wednesday, October 8th. Two equities research analysts have rated the stock with a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Reduce” and a consensus price target of $102.00.

Arrow Electronics Stock Down 1.6%

Shares of Arrow Electronics stock opened at $116.61 on Friday. Arrow Electronics, Inc. has a one year low of $86.50 and a one year high of $134.74. The firm has a fifty day moving average of $112.08 and a two-hundred day moving average of $118.79. The company has a market cap of $6.01 billion, a P/E ratio of 12.89, a PEG ratio of 0.93 and a beta of 1.03. The company has a debt-to-equity ratio of 0.48, a quick ratio of 1.14 and a current ratio of 1.46.

Arrow Electronics (NYSE:ARW) last issued its earnings results on Thursday, October 30th. The technology company reported $2.41 earnings per share for the quarter, topping the consensus estimate of $2.28 by $0.13. The company had revenue of $7.71 billion for the quarter, compared to analyst estimates of $7.67 billion. Arrow Electronics had a net margin of 1.62% and a return on equity of 8.19%. The firm’s revenue for the quarter was up 13.0% compared to the same quarter last year. During the same period in the prior year, the business posted $2.38 earnings per share. Arrow Electronics has set its Q4 2025 guidance at 3.440-3.640 EPS. On average, analysts forecast that Arrow Electronics, Inc. will post 10.57 earnings per share for the current year.

Arrow Electronics Profile

Arrow Electronics (NYSE: ARW) is a global provider of products, services and solutions to industrial and commercial users of electronic components and enterprise computing solutions. The company offers a broad portfolio of semiconductors, passives, connectors, electromechanical devices and embedded solutions, serving customers across diverse end markets including automotive, communications, computing, aerospace, defense and healthcare. Through its extensive supplier relationships, Arrow enables design engineers to identify and procure components required for the development of new electronic systems and devices.

In addition to component distribution, Arrow delivers value-added services such as design engineering support, supply chain management, global logistics and technical training.