Zacks Research Issues Positive Outlook for ARW Earnings

Arrow Electronics, Inc. (NYSE:ARW) – Equities researchers at Zacks Research increased their Q2 2026 earnings per share (EPS) estimates for Arrow Electronics in a research report issued on Thursday, February 26th. Zacks Research analyst Team now expects that the technology company will post earnings per share of $2.82 for the quarter, up from their prior forecast of $2.81. Zacks Research has a “Strong-Buy” rating on the stock. The consensus estimate for Arrow Electronics’ current full-year earnings is $10.57 per share. Zacks Research also issued estimates for Arrow Electronics’ Q3 2026 earnings at $3.02 EPS, Q4 2026 earnings at $3.88 EPS, FY2026 earnings at $12.49 EPS, Q2 2027 earnings at $3.40 EPS, Q3 2027 earnings at $3.21 EPS and FY2028 earnings at $15.33 EPS.

Arrow Electronics (NYSE:ARW) last announced its quarterly earnings data on Thursday, February 5th. The technology company reported $4.39 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.55 by $0.84. Arrow Electronics had a return on equity of 9.01% and a net margin of 1.85%.The company had revenue of $8.75 billion for the quarter, compared to analysts’ expectations of $8.16 billion. During the same quarter in the prior year, the business posted $2.97 EPS. The business’s revenue was up 20.1% compared to the same quarter last year. Arrow Electronics has set its Q1 2026 guidance at 2.130-2.330 EPS.

Several other research firms have also weighed in on ARW. Wall Street Zen upgraded shares of Arrow Electronics from a “hold” rating to a “buy” rating in a research note on Saturday, February 7th. Wells Fargo & Company lifted their price target on Arrow Electronics from $94.00 to $115.00 and gave the stock an “underweight” rating in a report on Friday, February 6th. Weiss Ratings raised Arrow Electronics from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Thursday. Finally, Truist Financial upped their price objective on Arrow Electronics from $120.00 to $148.00 and gave the company a “hold” rating in a research note on Friday, February 6th. One research analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating, one has given a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat.com, Arrow Electronics presently has an average rating of “Hold” and a consensus price target of $124.33.

Arrow Electronics Stock Performance

NYSE ARW opened at $151.76 on Monday. The firm has a market capitalization of $7.75 billion, a P/E ratio of 13.87, a price-to-earnings-growth ratio of 0.76 and a beta of 1.01. The company has a current ratio of 1.36, a quick ratio of 1.09 and a debt-to-equity ratio of 0.46. The firm’s fifty day moving average price is $130.63 and its two-hundred day moving average price is $122.30. Arrow Electronics has a 1 year low of $86.50 and a 1 year high of $162.61.

Insider Activity at Arrow Electronics

In other news, SVP Carine Lamercie Jean-Claude sold 4,000 shares of the company’s stock in a transaction that occurred on Wednesday, February 11th. The stock was sold at an average price of $156.65, for a total value of $626,600.00. Following the transaction, the senior vice president owned 16,261 shares of the company’s stock, valued at approximately $2,547,285.65. This represents a 19.74% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Richard John Marano sold 2,500 shares of Arrow Electronics stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $155.32, for a total value of $388,300.00. Following the sale, the insider directly owned 24,096 shares of the company’s stock, valued at approximately $3,742,590.72. The trade was a 9.40% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 19,199 shares of company stock valued at $3,009,786 in the last 90 days. Insiders own 0.80% of the company’s stock.

Institutional Investors Weigh In On Arrow Electronics

A number of hedge funds and other institutional investors have recently modified their holdings of ARW. Gateway Investment Advisers LLC boosted its position in shares of Arrow Electronics by 3.8% in the fourth quarter. Gateway Investment Advisers LLC now owns 2,276 shares of the technology company’s stock valued at $251,000 after acquiring an additional 84 shares during the period. Geneos Wealth Management Inc. raised its stake in Arrow Electronics by 25.2% in the 2nd quarter. Geneos Wealth Management Inc. now owns 442 shares of the technology company’s stock worth $56,000 after purchasing an additional 89 shares in the last quarter. Studio Investment Management LLC boosted its holdings in Arrow Electronics by 3.2% in the 4th quarter. Studio Investment Management LLC now owns 3,094 shares of the technology company’s stock valued at $341,000 after purchasing an additional 95 shares during the period. Hantz Financial Services Inc. increased its holdings in shares of Arrow Electronics by 17.6% during the fourth quarter. Hantz Financial Services Inc. now owns 667 shares of the technology company’s stock worth $73,000 after purchasing an additional 100 shares during the period. Finally, Farther Finance Advisors LLC increased its holdings in shares of Arrow Electronics by 38.3% during the fourth quarter. Farther Finance Advisors LLC now owns 368 shares of the technology company’s stock worth $41,000 after purchasing an additional 102 shares during the period. Institutional investors and hedge funds own 99.34% of the company’s stock.

Arrow Electronics Company 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.