Arrow Electronics, Inc. $ARW Shares Purchased by ACR Alpine Capital Research LLC

ACR Alpine Capital Research LLC raised its holdings in Arrow Electronics, Inc. (NYSE:ARW) by 3.9% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 3,578,313 shares of the technology company’s stock after purchasing an additional 132,720 shares during the quarter. Arrow Electronics accounts for about 7.7% of ACR Alpine Capital Research LLC’s holdings, making the stock its 4th biggest position. ACR Alpine Capital Research LLC owned approximately 0.07% of Arrow Electronics worth $513,166,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in ARW. Bayban purchased a new position in shares of Arrow Electronics during the 1st quarter worth approximately $26,000. Northwestern Mutual Wealth Management Co. boosted its stake in shares of Arrow Electronics by 112.0% in the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 248 shares of the technology company’s stock valued at $27,000 after buying an additional 131 shares in the last quarter. Transamerica Financial Advisors LLC acquired a new position in Arrow Electronics during the fourth quarter worth $27,000. Advisory Services Network LLC acquired a new position in Arrow Electronics during the third quarter worth $31,000. Finally, Quarry LP purchased a new position in Arrow Electronics in the third quarter worth $33,000. Institutional investors and hedge funds own 99.34% of the company’s stock.

Analyst Ratings Changes

ARW has been the subject of a number of recent analyst reports. Weiss Ratings reissued a “buy (b-)” rating on shares of Arrow Electronics in a report on Tuesday, May 26th. 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. Bank of America upgraded shares of Arrow Electronics from an “underperform” rating to a “neutral” rating and raised their price objective for the company from $122.00 to $233.00 in a research note on Wednesday, May 13th. Wells Fargo & Company boosted their price objective 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 upped their target price on shares of Arrow Electronics from $240.00 to $260.00 and gave the stock a “buy” rating in a research report on Thursday, June 4th. 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 assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $219.50.

Arrow Electronics Stock Up 0.7%

ARW opened at $206.64 on Friday. The firm has a market cap of $10.57 billion, a P/E ratio of 14.78 and a beta of 1.20. The business’s fifty day simple moving average is $213.47 and its 200 day simple moving average is $166.82. 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.

Arrow Electronics (NYSE:ARW) last announced 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 quarter in the previous year, the company posted $1.80 EPS. Arrow Electronics has set its Q2 2026 guidance at 4.32-4.520 EPS. As a group, equities research analysts anticipate that Arrow Electronics, Inc. will post 19.15 EPS for the current fiscal year.

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

Insider Transactions at Arrow Electronics

In other news, SVP Carine Lamercie Jean-Claude sold 3,000 shares of the business’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 value of $648,000.00. Following the completion of the transaction, the senior vice president owned 12,626 shares of the company’s stock, valued at $2,727,216. The trade was a 19.20% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, insider Eric Nowak sold 3,473 shares of the company’s 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 in the company, valued at $10,303,696.65. The trade was a 6.64% decrease in their position. The SEC filing for this sale provides additional information. Insiders own 0.80% of the company’s stock.

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.