ARGA Investment Management LP Lowers Stock Position in Arrow Electronics, Inc. $ARW

ARGA Investment Management LP decreased its holdings in shares of Arrow Electronics, Inc. (NYSE:ARW) by 3.0% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 333,265 shares of the technology company’s stock after selling 10,402 shares during the period. Arrow Electronics makes up about 1.6% of ARGA Investment Management LP’s holdings, making the stock its 13th biggest position. ARGA Investment Management LP’s holdings in Arrow Electronics were worth $47,794,000 as of its most recent SEC filing.

Several other hedge funds have also modified their holdings of ARW. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its stake in shares of Arrow Electronics by 45.9% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 20,748 shares of the technology company’s stock valued at $2,154,000 after buying an additional 6,523 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its position in Arrow Electronics by 8.0% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 199,971 shares of the technology company’s stock worth $20,763,000 after acquiring an additional 14,886 shares in the last quarter. Geneos Wealth Management Inc. lifted its holdings in Arrow Electronics by 68.1% in the first 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. Sivia Capital Partners LLC purchased a new stake in shares of Arrow Electronics during the 2nd quarter worth $492,000. Finally, Walleye Capital LLC acquired a new position in shares of Arrow Electronics during the 2nd quarter worth $475,000. 99.34% of the stock is owned by institutional investors and hedge funds.

Arrow Electronics Price Performance

Arrow Electronics stock opened at $206.64 on Friday. Arrow Electronics, Inc. has a 52 week low of $101.79 and a 52 week high of $237.33. The company has a quick ratio of 1.02, a current ratio of 1.24 and a debt-to-equity ratio of 0.35. The firm’s 50-day simple moving average is $213.47 and its 200 day simple moving average is $166.82. The firm has a market capitalization of $10.57 billion, a PE ratio of 14.78 and a beta of 1.20.

Arrow Electronics (NYSE:ARW) last posted its earnings results 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. The firm had revenue of $9.47 billion during the quarter, compared to the consensus estimate of $8.39 billion. Arrow Electronics had a net margin of 2.17% and a return on equity of 11.40%. The firm’s revenue for the quarter was up 39.0% on a year-over-year basis. During the same period last year, the firm posted $1.80 EPS. Arrow Electronics has set its Q2 2026 guidance at 4.32-4.520 EPS. On average, equities research analysts predict that Arrow Electronics, Inc. will post 19.15 EPS for the current fiscal year.

Arrow Electronics announced that its board has approved a share repurchase plan on Wednesday, May 13th that authorizes the company to buyback $1.00 billion in outstanding shares. This buyback authorization authorizes the technology company to buy up to 9.7% of its shares through open market purchases. Shares buyback plans are typically an indication that the company’s leadership believes its shares are undervalued.

Analyst Ratings Changes

Several analysts recently commented on ARW shares. Raymond James Financial reiterated an “outperform” rating and issued a $220.00 price objective on shares of Arrow Electronics in a research note on Friday, May 8th. Wells Fargo & Company upped their target price on shares of Arrow Electronics from $140.00 to $165.00 and gave the stock an “underweight” rating in a research report on Friday, May 8th. Weiss Ratings reiterated a “buy (b-)” rating on shares of Arrow Electronics in a research report on Tuesday, May 26th. Truist Financial boosted their price target on Arrow Electronics from $240.00 to $260.00 and gave the stock a “buy” rating in a research note on Thursday, June 4th. Finally, Bank of America upgraded Arrow Electronics from an “underperform” rating to a “neutral” rating and upped their price target for the stock from $122.00 to $233.00 in a report on Wednesday, May 13th. One equities 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 company presently has a consensus rating of “Moderate Buy” and a consensus price target of $219.50.

Insider Buying and Selling

In other news, SVP Carine Lamercie Jean-Claude sold 3,000 shares of the firm’s stock in a transaction that occurred on Friday, May 22nd. The shares were 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. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Eric Nowak sold 3,473 shares of Arrow Electronics stock in a transaction that occurred on Wednesday, May 20th. The stock was sold at an average price of $210.99, for a total value of $732,768.27. Following the transaction, the insider owned 48,835 shares of the company’s stock, valued at $10,303,696.65. This represents a 6.64% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Company insiders own 0.80% 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.