AXQ Capital LP Takes Position in Arrow Electronics, Inc. $ARW

AXQ Capital LP bought a new position in Arrow Electronics, Inc. (NYSE:ARW) in the fourth quarter, according to the company in its most recent filing with the SEC. The fund bought 5,961 shares of the technology company’s stock, valued at approximately $657,000.

Several other large investors have also recently modified their holdings of the stock. ACR Alpine Capital Research LLC raised its holdings in Arrow Electronics by 42.6% during the 4th quarter. ACR Alpine Capital Research LLC now owns 3,445,593 shares of the technology company’s stock valued at $379,635,000 after buying an additional 1,028,778 shares during the period. AQR Capital Management LLC boosted its stake in Arrow Electronics by 37.7% during the third quarter. AQR Capital Management LLC now owns 3,185,582 shares of the technology company’s stock worth $384,818,000 after buying an additional 871,585 shares during the period. Envestnet Asset Management Inc. increased its position in Arrow Electronics by 197.2% during the third quarter. Envestnet Asset Management Inc. now owns 458,036 shares of the technology company’s stock valued at $55,422,000 after acquiring an additional 303,942 shares during the last quarter. DNB Asset Management AS raised its stake in shares of Arrow Electronics by 49.8% in the fourth quarter. DNB Asset Management AS now owns 706,687 shares of the technology company’s stock valued at $77,863,000 after acquiring an additional 234,874 shares during the period. Finally, Vanguard Group Inc. raised its stake in shares of Arrow Electronics by 3.5% in the third quarter. Vanguard Group Inc. now owns 6,085,440 shares of the technology company’s stock valued at $736,338,000 after acquiring an additional 204,024 shares during the period. Institutional investors own 99.34% of the company’s stock.

Insider Activity

In related news, insider Eric Nowak sold 3,473 shares of Arrow Electronics stock in a transaction that occurred on Wednesday, May 20th. The shares were sold at an average price of $210.99, for a total transaction of $732,768.27. Following the transaction, the insider directly owned 48,835 shares of the company’s stock, valued at $10,303,696.65. This trade represents a 6.64% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Also, SVP Carine Lamercie Jean-Claude sold 3,000 shares of the business’s stock in a transaction that occurred on Friday, May 22nd. The stock was sold at an average price of $216.00, for a total transaction of $648,000.00. Following the completion of the transaction, the senior vice president directly owned 12,626 shares of the company’s stock, valued at $2,727,216. This trade represents a 19.20% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 0.80% of the company’s stock.

Arrow Electronics Price Performance

ARW opened at $229.53 on Thursday. The company has a market capitalization of $11.74 billion, a price-to-earnings ratio of 16.42 and a beta of 1.19. The company has a current ratio of 1.24, a quick ratio of 1.02 and a debt-to-equity ratio of 0.35. Arrow Electronics, Inc. has a 12-month low of $101.79 and a 12-month high of $233.30. The business’s fifty day simple moving average is $183.96 and its 200-day simple moving average is $146.80.

Arrow Electronics (NYSE:ARW) last released its quarterly earnings data on Thursday, May 7th. The technology company reported $5.22 earnings per share for the quarter, beating the consensus estimate of $2.92 by $2.30. Arrow Electronics had a return on equity of 11.40% and a net margin of 2.17%.The firm had revenue of $9.47 billion during the quarter, compared to the consensus estimate of $8.39 billion. During the same period in the previous year, the company posted $1.80 earnings per share. The firm’s quarterly revenue was up 39.0% on a year-over-year basis. Arrow Electronics has set its Q2 2026 guidance at 4.32-4.520 EPS. On average, equities research analysts anticipate that Arrow Electronics, Inc. will post 19.15 earnings per share for the current fiscal year.

Arrow Electronics declared that its board has initiated a stock repurchase plan on Wednesday, May 13th that authorizes the company to repurchase $1.00 billion in outstanding shares. This repurchase authorization authorizes the technology company to buy up to 9.7% of its stock through open market purchases. Stock repurchase plans are typically a sign that the company’s board of directors believes its shares are undervalued.

Wall Street Analyst Weigh In

ARW has been the subject of several analyst reports. Zacks Research raised shares of Arrow Electronics from a “hold” rating to a “strong-buy” rating in a research note on Monday, February 9th. Truist Financial lifted their target price on Arrow Electronics from $183.00 to $240.00 and gave the stock a “buy” rating in a research report on Thursday, May 7th. Weiss Ratings reissued a “buy (b-)” rating on shares of Arrow Electronics in a research note on Tuesday, May 26th. Wall Street Zen upgraded shares of Arrow Electronics from a “hold” rating to a “buy” rating in a report on Saturday, February 7th. Finally, Bank of America raised shares of Arrow Electronics from an “underperform” rating to a “neutral” rating and raised their price target for the stock from $122.00 to $233.00 in a research note on Wednesday, May 13th. One research analyst has rated the stock with a Strong Buy rating, three have given a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $214.50.

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.