Arrow Electronics (NYSE:ARW) Rating Increased to Buy at Truist Financial

Key Points

• Truist Financial upgraded Arrow Electronics to a "Buy" with a $183 price target, implying about a 15.75% upside from the prior close, though the analyst consensus still averages a "Hold" rating with a $136 target.
• Strong quarterly results: Arrow reported Q4 EPS of $4.39 versus $3.55 expected and revenue of $8.75B versus $8.16B, with revenue up 20.1% year-over-year and Q1 2026 guidance of $2.13–$2.33 EPS.
• Insider activity was mixed: CEO William Austen purchased ~3,960 shares (~$601k) while an SVP sold 4,000 shares, and insiders net sold 19,199 shares over the past three months (insiders own ~0.8% of shares).

Arrow Electronics (NYSE:ARW - Get Free Report) was upgraded by analysts at Truist Financial from a "hold" rating to a "buy" rating in a note issued to investors on Monday,Finviz reports. The brokerage presently has a $183.00 price objective on the technology company's stock. Truist Financial's price target suggests a potential upside of 15.75% from the company's previous close.

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

Arrow Electronics Stock Performance

Shares of ARW stock opened at $158.10 on Monday. The company has a market cap of $8.08 billion, a price-to-earnings ratio of 14.45, a price-to-earnings-growth ratio of 0.79 and a beta of 1.00. The stock has a 50 day simple moving average of $147.19 and a 200-day simple moving average of $126.22. Arrow Electronics has a 12-month low of $94.98 and a 12-month high of $162.61. The company has a current ratio of 1.36, a quick ratio of 1.09 and a debt-to-equity ratio of 0.46.

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

Insider Buying and Selling

In other Arrow Electronics news, SVP Carine Lamercie Jean-Claude sold 4,000 shares of the firm's stock in a transaction on Wednesday, February 11th. The stock was sold at an average price of $156.65, for a total transaction of $626,600.00. Following the completion of the transaction, the senior vice president owned 16,261 shares of the company's stock, valued at approximately $2,547,285.65. This trade represents a 19.74% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, CEO William F. Austen purchased 3,960 shares of the company's stock in a transaction on Thursday, February 19th. The shares were bought at an average cost of $151.87 per share, with a total value of $601,405.20. Following the transaction, the chief executive officer directly owned 44,722 shares of the company's stock, valued at $6,791,930.14. This represents a 9.71% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Over the last three months, insiders sold 19,199 shares of company stock worth $3,009,786. 0.80% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Arrow Electronics

Hedge funds have recently bought and sold shares of the stock. Root Financial Partners LLC purchased a new position in Arrow Electronics during the third quarter worth $26,000. Winnow Wealth LLC purchased a new position in Arrow Electronics during the third quarter worth $26,000. Transamerica Financial Advisors LLC purchased a new position in Arrow Electronics during the fourth quarter worth $27,000. Northwestern Mutual Wealth Management Co. boosted its holdings in shares of Arrow Electronics by 112.0% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 248 shares of the technology company's stock worth $27,000 after purchasing an additional 131 shares during the last quarter. Finally, Advisory Services Network LLC acquired a new stake in shares of Arrow Electronics during the third quarter worth $31,000. Hedge funds and other institutional investors own 99.34% 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.

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