Delphi Management Inc. MA Lowers Stock Holdings in Arrow Electronics, Inc. $ARW

Delphi Management Inc. MA reduced its stake in Arrow Electronics, Inc. (NYSE:ARW) by 27.5% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 8,672 shares of the technology company’s stock after selling 3,285 shares during the period. Arrow Electronics accounts for 1.5% of Delphi Management Inc. MA’s holdings, making the stock its 16th biggest holding. Delphi Management Inc. MA’s holdings in Arrow Electronics were worth $1,244,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also modified their holdings of the stock. Krilogy Financial LLC boosted its holdings in shares of Arrow Electronics by 3.2% in the first quarter. Krilogy Financial LLC now owns 2,543 shares of the technology company’s stock valued at $365,000 after purchasing an additional 80 shares during the period. Gateway Investment Advisers LLC increased its holdings in Arrow Electronics by 3.8% during the 4th quarter. Gateway Investment Advisers LLC now owns 2,276 shares of the technology company’s stock worth $251,000 after purchasing an additional 84 shares during the period. Geneos Wealth Management Inc. increased its holdings in Arrow Electronics by 25.2% during 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 during the period. Rockefeller Capital Management L.P. raised its position in Arrow Electronics by 6.1% during the 4th quarter. Rockefeller Capital Management L.P. now owns 1,554 shares of the technology company’s stock valued at $171,000 after purchasing an additional 90 shares in the last quarter. Finally, Studio Investment Management LLC raised its position in Arrow Electronics by 3.2% during 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 in the last quarter. 99.34% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of equities analysts have recently issued reports on ARW shares. Weiss Ratings reissued a “buy (b-)” rating on shares of Arrow Electronics in a research report on Tuesday, May 26th. Bank of America upgraded Arrow Electronics from an “underperform” rating to a “neutral” rating and lifted their price objective for the company from $122.00 to $233.00 in a report on Wednesday, May 13th. Raymond James Financial reaffirmed 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 increased their target price on shares of Arrow Electronics from $140.00 to $165.00 and gave the stock an “underweight” rating in a report on Friday, May 8th. Finally, Truist Financial raised their target price on shares of Arrow Electronics from $240.00 to $260.00 and gave the company a “buy” rating in a research report on Thursday, June 4th. One investment 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. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $219.50.

Arrow Electronics Stock Down 0.6%

Arrow Electronics stock opened at $224.16 on Thursday. 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 has a market cap of $11.46 billion, a P/E ratio of 16.03 and a beta of 1.19. The business has a fifty day moving average of $206.97 and a two-hundred day moving average of $159.31. Arrow Electronics, Inc. has a twelve month low of $101.79 and a twelve month high of $237.33.

Arrow Electronics (NYSE:ARW) last announced its quarterly earnings results on Thursday, May 7th. The technology company reported $5.22 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.92 by $2.30. The business had revenue of $9.47 billion for the quarter, compared to the consensus estimate of $8.39 billion. Arrow Electronics had a return on equity of 11.40% and a net margin of 2.17%.The business’s revenue was up 39.0% compared to the same quarter last year. During the same period last year, the business posted $1.80 EPS. Arrow Electronics has set its Q2 2026 guidance at 4.32-4.520 EPS. On average, analysts forecast 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 buyback program on Wednesday, May 13th that permits the company to repurchase $1.00 billion in outstanding shares. This repurchase authorization permits the technology company to repurchase up to 9.7% of its shares through open market purchases. Shares repurchase programs are usually a sign that the company’s management believes its shares are undervalued.

Insider Activity

In other news, SVP Carine Lamercie Jean-Claude sold 3,000 shares of the firm’s stock in a transaction dated Friday, May 22nd. The shares were sold at an average price of $216.00, for a total value of $648,000.00. Following the sale, the senior vice president directly owned 12,626 shares in the company, valued at approximately $2,727,216. This trade represents a 19.20% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through 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 transaction of $732,768.27. Following the completion of the transaction, the insider directly owned 48,835 shares in the company, valued at approximately $10,303,696.65. The trade was a 6.64% decrease in their position. The SEC filing for this sale provides additional information. 0.80% of the stock is owned by insiders.

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.