Arrow Electronics (NYSE:ARW) Hits New 52-Week High on Analyst Upgrade

Key Points

• Shares hit a new 52-week high after Truist upgraded Arrow Electronics from a "hold" to a "buy" and raised its price target to $183 (from $148); the stock traded as high as $166.51 and last at $165.35.
• Arrow reported stronger-than-expected quarterly results — EPS $4.39 vs. $3.55 expected and revenue $8.75B vs. $8.16B — with revenue up 20.1% year-over-year and Q1 2026 guidance of $2.130–$2.330 EPS.
• Insiders have sold 19,199 shares (~$3.01M) in the last 90 days while institutional investors own about 99.34% of the stock, and the consensus analyst rating remains a "Hold" with a $136 target.

Shares of Arrow Electronics, Inc. (NYSE:ARW - Get Free Report) hit a new 52-week high during trading on Monday after Truist Financial upgraded the stock from a hold rating to a buy rating. Truist Financial now has a $183.00 price target on the stock, up from their previous price target of $148.00. Arrow Electronics traded as high as $166.51 and last traded at $165.35, with a volume of 276690 shares. The stock had previously closed at $158.19.

Several other brokerages have also recently commented on ARW. Weiss Ratings upgraded shares of Arrow Electronics from a "hold (c+)" rating to a "buy (b-)" rating in a research note on Thursday, February 26th. Zacks Research upgraded shares of Arrow Electronics from a "hold" rating to a "strong-buy" rating in a research note on Monday, February 9th. Wall Street Zen upgraded shares of Arrow Electronics from a "hold" rating to a "buy" rating in a research note on Saturday, February 7th. Finally, Wells Fargo & Company boosted their price target on shares of Arrow Electronics from $94.00 to $115.00 and gave the stock an "underweight" rating in a research note on Friday, February 6th. One investment analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, Arrow Electronics presently has a consensus rating of "Hold" and a consensus target price of $136.00.

Insider Buying and Selling at Arrow Electronics

In other news, SVP Carine Lamercie Jean-Claude sold 4,000 shares of the business's stock in a transaction dated Wednesday, February 11th. The shares were sold at an average price of $156.65, for a total value of $626,600.00. Following the sale, the senior vice president directly owned 16,261 shares in the company, valued at $2,547,285.65. The trade was a 19.74% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, insider Eric Nowak sold 12,699 shares of the business's stock in a transaction dated Wednesday, February 11th. The stock was sold at an average price of $157.09, for a total transaction of $1,994,885.91. Following the completion of the sale, the insider owned 43,509 shares in the company, valued at approximately $6,834,828.81. This trade represents a 22.59% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 19,199 shares of company stock valued at $3,009,786. Corporate insiders own 0.80% of the company's stock.

Institutional Trading of Arrow Electronics

A number of large investors have recently made changes to their positions in ARW. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its holdings in shares of Arrow Electronics by 45.9% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 20,748 shares of the technology company's stock worth $2,154,000 after buying an additional 6,523 shares during 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 1st 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 purchasing an additional 14,886 shares during the period. Geneos Wealth Management Inc. raised its position in Arrow Electronics by 68.1% in the 1st quarter. Geneos Wealth Management Inc. now owns 353 shares of the technology company's stock worth $37,000 after purchasing an additional 143 shares during the period. Sivia Capital Partners LLC purchased a new stake in Arrow Electronics in the 2nd quarter worth about $492,000. Finally, Walleye Capital LLC purchased a new stake in Arrow Electronics in the 2nd quarter worth about $475,000. 99.34% of the stock is currently owned by institutional investors.

Arrow Electronics Price Performance

The company has a current ratio of 1.36, a quick ratio of 1.09 and a debt-to-equity ratio of 0.46. The company has a market capitalization of $8.47 billion, a PE ratio of 15.19, a price-to-earnings-growth ratio of 0.79 and a beta of 1.00. The stock's 50-day moving average is $147.19 and its two-hundred day moving average is $126.22.

Arrow Electronics (NYSE:ARW - Get Free Report) last posted its quarterly earnings data on Thursday, February 5th. The technology company reported $4.39 earnings per share for the quarter, topping analysts' consensus estimates of $3.55 by $0.84. Arrow Electronics had a net margin of 1.85% and a return on equity of 9.01%. The company had revenue of $8.75 billion for the quarter, compared to analyst estimates of $8.16 billion. During the same period in the prior year, the company posted $2.97 EPS. The firm's revenue for the quarter was up 20.1% on a year-over-year basis. Arrow Electronics has set its Q1 2026 guidance at 2.130-2.330 EPS. On average, equities analysts predict that Arrow Electronics, Inc. will post 10.57 EPS for the current year.

About Arrow Electronics

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.