3,517 Shares in Arrow Electronics, Inc. $ARW Bought by Jefferies Financial Group Inc.

Jefferies Financial Group Inc. purchased a new position in shares of Arrow Electronics, Inc. (NYSE:ARW) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund purchased 3,517 shares of the technology company’s stock, valued at approximately $388,000.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Vanguard Group Inc. increased its stake in Arrow Electronics by 0.6% during the 4th quarter. Vanguard Group Inc. now owns 6,122,857 shares of the technology company’s stock worth $674,616,000 after buying an additional 37,417 shares during the period. ACR Alpine Capital Research LLC increased its stake 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 worth $379,635,000 after buying an additional 1,028,778 shares during the period. AQR Capital Management LLC increased its stake in Arrow Electronics by 37.7% during the 3rd 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. Earnest Partners LLC increased its stake in Arrow Electronics by 0.3% during the 3rd quarter. Earnest Partners LLC now owns 1,479,482 shares of the technology company’s stock worth $179,017,000 after buying an additional 5,068 shares during the period. Finally, Sei Investments Co. increased its stake in Arrow Electronics by 4.3% during the 3rd quarter. Sei Investments Co. now owns 814,794 shares of the technology company’s stock worth $98,591,000 after buying an additional 33,481 shares during the period. Hedge funds and other institutional investors own 99.34% of the company’s stock.

Insider Activity

In other news, insider Eric Nowak sold 3,473 shares of Arrow Electronics stock in a transaction dated Wednesday, May 20th. The shares were sold at an average price of $210.99, for a total value of $732,768.27. Following the completion of the transaction, the insider directly owned 48,835 shares of the company’s stock, valued at approximately $10,303,696.65. The trade was a 6.64% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, SVP Carine Lamercie Jean-Claude sold 3,000 shares of Arrow Electronics stock in a transaction dated 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 ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders own 0.80% of the company’s stock.

Arrow Electronics News Summary

Here are the key news stories impacting Arrow Electronics this week:

• Positive Sentiment: Zacks Research raised its earnings outlook across multiple future periods for Arrow Electronics, including FY2026 EPS to $17.19 from $12.49 and FY2027 EPS to $16.22 from $14.58, signaling stronger profit expectations. Arrow Electronics market page
• Positive Sentiment: The firm also increased its near-term estimates, lifting Q2 2026 EPS to $4.48, Q1 2027 EPS to $4.12, Q2 2027 EPS to $4.65, and Q3 2026 EPS to $3.25, reflecting confidence in Arrow’s earnings momentum. Arrow Electronics market page
• Positive Sentiment: Zacks Research maintained a Strong-Buy rating on Arrow Electronics, adding to the bullish sentiment around the stock. Zacks momentum article
• Neutral Sentiment: One Zacks article highlighted Arrow Electronics as a top-ranked momentum stock, which reinforces investor interest but does not by itself change fundamentals. Zacks momentum article
• Negative Sentiment: A few longer-term estimates were trimmed slightly, including Q1 2028 EPS to $3.45 from $3.51 and Q4 2027 EPS to $4.24 from $4.25, though these changes were minor. Arrow Electronics market page

Arrow Electronics Price Performance

ARW opened at $214.26 on Friday. The company has a 50-day moving average of $178.81 and a 200-day moving average of $144.16. The company has a market capitalization of $10.95 billion, a P/E ratio of 15.33 and a beta of 1.16. Arrow Electronics, Inc. has a 1-year low of $101.79 and a 1-year high of $224.83. The company has a debt-to-equity ratio of 0.35, a quick ratio of 1.02 and a current ratio of 1.24.

Arrow Electronics (NYSE:ARW) last released its earnings results on Thursday, May 7th. The technology company reported $5.22 earnings per share for the quarter, topping the consensus estimate of $2.92 by $2.30. Arrow Electronics had a net margin of 2.17% and a return on equity of 11.40%. The company had revenue of $9.47 billion during the quarter, compared to the consensus estimate of $8.39 billion. During the same quarter in the previous year, the firm earned $1.80 EPS. The company’s 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. Equities analysts expect that Arrow Electronics, Inc. will post 19.15 EPS for the current fiscal year.

Arrow Electronics declared that its board has approved a stock buyback plan on Wednesday, May 13th that allows the company to repurchase $1.00 billion in shares. This repurchase authorization allows the technology company to repurchase up to 9.7% of its shares through open market purchases. Shares repurchase plans are generally a sign that the company’s board believes its stock is undervalued.

Wall Street Analysts Forecast Growth

Several research firms recently issued reports on ARW. Wall Street Zen raised shares of Arrow Electronics from a “hold” rating to a “buy” rating in a research note on Saturday, February 7th. Bank of America raised shares of Arrow Electronics from an “underperform” rating to a “neutral” rating and lifted their price target for the stock from $122.00 to $233.00 in a research note on Wednesday, May 13th. Raymond James Financial reaffirmed an “outperform” rating and set a $220.00 price target on shares of Arrow Electronics in a research note on Friday, May 8th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Arrow Electronics in a research note on Tuesday. Finally, Truist Financial lifted their price target on shares of Arrow Electronics from $183.00 to $240.00 and gave the stock a “buy” rating in a research note on Thursday, May 7th. One research analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating, one has given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $214.50.

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.