Alyeska Investment Group L.P. Makes New Investment in Arrow Electronics, Inc. $ARW

Key Points

• Alyeska Investment Group has acquired 342,845 shares of Arrow Electronics in Q1, totaling approximately $35.6 million, while holding 0.66% of the company's stocks.
• Analysts have mixed opinions on ARW, with Bank of America raising their price target to $110 but maintaining an "underperform" rating, whereas Wall Street Zen upgraded the stock to a "buy" rating.
• CEO Sean J. Kerins made a personal investment by purchasing 8,630 shares of the company, increasing his ownership by 7.58% and adding to his total holdings valued at approximately $14 million.

Alyeska Investment Group L.P. purchased a new position in Arrow Electronics, Inc. (NYSE:ARW - Free Report) in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 342,845 shares of the technology company's stock, valued at approximately $35,598,000. Alyeska Investment Group L.P. owned 0.66% of Arrow Electronics at the end of the most recent quarter.

A number of other hedge funds have also recently made changes to their positions in the business. Beverly Hills Private Wealth LLC grew its holdings in shares of Arrow Electronics by 4.2% during the first quarter. Beverly Hills Private Wealth LLC now owns 2,643 shares of the technology company's stock valued at $274,000 after buying an additional 106 shares during the last quarter. Net Worth Advisory Group grew its holdings in shares of Arrow Electronics by 1.8% during the first quarter. Net Worth Advisory Group now owns 6,724 shares of the technology company's stock valued at $698,000 after buying an additional 117 shares during the last quarter. Oppenheimer Asset Management Inc. grew its holdings in shares of Arrow Electronics by 2.5% during the first quarter. Oppenheimer Asset Management Inc. now owns 4,887 shares of the technology company's stock valued at $507,000 after buying an additional 121 shares during the last quarter. Fulton Bank N.A. grew its holdings in shares of Arrow Electronics by 6.4% during the first quarter. Fulton Bank N.A. now owns 2,026 shares of the technology company's stock valued at $210,000 after buying an additional 122 shares during the last quarter. Finally, SummerHaven Investment Management LLC grew its holdings in shares of Arrow Electronics by 1.9% during the first quarter. SummerHaven Investment Management LLC now owns 6,577 shares of the technology company's stock valued at $683,000 after buying an additional 124 shares during the last quarter. 99.34% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

ARW has been the subject of a number of analyst reports. Bank of America lifted their price objective on shares of Arrow Electronics from $105.00 to $110.00 and gave the company an "underperform" rating in a report on Monday, June 9th. Wall Street Zen upgraded shares of Arrow Electronics from a "hold" rating to a "buy" rating in a report on Saturday, July 26th. One equities research analyst has rated the stock with a Buy rating, one has issued a Hold rating and two have given a Sell rating to the company. According to MarketBeat.com, the stock has a consensus rating of "Reduce" and a consensus price target of $115.75.

Arrow Electronics Stock Up 0.6%

ARW opened at $124.36 on Thursday. The company has a debt-to-equity ratio of 0.37, a current ratio of 1.39 and a quick ratio of 1.07. The company's 50-day moving average is $126.81 and its 200 day moving average is $116.83. Arrow Electronics, Inc. has a fifty-two week low of $86.50 and a fifty-two week high of $137.80. The firm has a market capitalization of $6.40 billion, a P/E ratio of 14.07, a PEG ratio of 0.60 and a beta of 1.09.

Arrow Electronics (NYSE:ARW - Get Free Report) last released its quarterly earnings results on Thursday, July 31st. The technology company reported $2.43 earnings per share for the quarter, beating analysts' consensus estimates of $2.03 by $0.40. Arrow Electronics had a net margin of 1.64% and a return on equity of 8.37%. The company had revenue of $7.58 billion for the quarter, compared to analyst estimates of $7.12 billion. During the same period last year, the firm earned $2.78 earnings per share. The firm's revenue was up 10.0% on a year-over-year basis. Arrow Electronics has set its Q3 2025 guidance at 2.160-2.360 EPS. Research analysts expect that Arrow Electronics, Inc. will post 10.57 earnings per share for the current fiscal year.

Insider Transactions at Arrow Electronics

In related news, CEO Sean J. Kerins acquired 8,630 shares of the stock in a transaction on Friday, August 1st. The shares were acquired at an average price of $114.91 per share, with a total value of $991,673.30. Following the completion of the transaction, the chief executive officer owned 122,408 shares in the company, valued at approximately $14,065,903.28. The trade was a 7.58% increase in their position. The purchase was disclosed in a legal filing with the SEC, which is accessible through this link. Also, SVP Carine Lamercie Jean-Claude sold 2,660 shares of Arrow Electronics stock in a transaction dated Wednesday, June 11th. The stock was sold at an average price of $124.64, for a total transaction of $331,542.40. Following the completion of the sale, the senior vice president directly owned 17,057 shares in the company, valued at approximately $2,125,984.48. This represents a 13.49% decrease in their position. The disclosure for this sale can be found here. 1.00% of the stock is owned by company insiders.

Arrow Electronics Profile

Arrow Electronics, Inc provides products, services, and solutions to industrial and commercial users of electronic components and enterprise computing solutions in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company operates in two segments, Global Components and Global Enterprise Computing Solutions.

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