American Century Companies Inc. Reduces Holdings in Arrow Electronics, Inc. $ARW

Key Points

• American Century Companies Inc. reduced its stake in Arrow Electronics (ARW) by 6.6% in Q3, selling 15,672 shares and ending the period with 222,765 shares worth about $26.96 million (roughly 0.43% of the company).
• Strong quarterly results: Arrow reported $4.39 EPS vs. $3.55 expected and $8.75B in revenue (up 20.1% YoY) and set Q1 2026 guidance of $2.13–$2.33 EPS, while analysts’ consensus for the year is about 10.57 EPS.
• Insider selling and mixed analyst sentiment: insiders sold ~19,199 shares (~$3.01M) over three months, institutional ownership stands at 99.34%, and analyst ratings range broadly with an average "Hold" and a $124.33 consensus target price.

American Century Companies Inc. lowered its holdings in shares of Arrow Electronics, Inc. (NYSE:ARW - Free Report) by 6.6% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 222,765 shares of the technology company's stock after selling 15,672 shares during the period. American Century Companies Inc. owned about 0.43% of Arrow Electronics worth $26,955,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently modified their holdings of ARW. Geneos Wealth Management Inc. increased its stake in shares of 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 in the last quarter. Truist Financial Corp lifted its stake in Arrow Electronics by 1.9% in the 3rd quarter. Truist Financial Corp now owns 5,410 shares of the technology company's stock valued at $655,000 after buying an additional 103 shares in the last quarter. Cullen Capital Management LLC grew its holdings in Arrow Electronics by 0.5% during the 2nd quarter. Cullen Capital Management LLC now owns 22,265 shares of the technology company's stock valued at $2,837,000 after buying an additional 107 shares during the last quarter. Lazard Asset Management LLC increased its position in Arrow Electronics by 0.9% during the second quarter. Lazard Asset Management LLC now owns 12,016 shares of the technology company's stock worth $1,531,000 after buying an additional 109 shares in the last quarter. Finally, Treasurer of the State of North Carolina increased its position in Arrow Electronics by 0.5% during the second quarter. Treasurer of the State of North Carolina now owns 24,114 shares of the technology company's stock worth $3,073,000 after buying an additional 111 shares in the last quarter. Hedge funds and other institutional investors own 99.34% of the company's stock.

Arrow Electronics Stock Down 3.1%

Shares of NYSE:ARW opened at $138.67 on Monday. 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 firm has a market cap of $7.08 billion, a price-to-earnings ratio of 12.68, a PEG ratio of 0.69 and a beta of 1.01. The stock's 50-day moving average price is $133.78 and its two-hundred day moving average price is $122.99. Arrow Electronics, Inc. has a 12-month low of $86.50 and a 12-month high of $162.61.

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

Analyst Ratings Changes

ARW has been the topic of several recent research reports. Wall Street Zen upgraded Arrow Electronics from a "hold" rating to a "buy" rating in a research report on Saturday, February 7th. Wells Fargo & Company lifted their price objective on Arrow Electronics from $94.00 to $115.00 and gave the stock an "underweight" rating in a research report on Friday, February 6th. Weiss Ratings raised shares of Arrow Electronics from a "hold (c+)" rating to a "buy (b-)" rating in a research note on Thursday, February 26th. Truist Financial upped their target price on shares of Arrow Electronics from $120.00 to $148.00 and gave the company a "hold" rating in a report on Friday, February 6th. Finally, Zacks Research raised shares of Arrow Electronics from a "hold" rating to a "strong-buy" rating in a research note on Monday, February 9th. One investment analyst has rated the stock with a Strong Buy rating, one has issued a Buy rating, one has issued a Hold rating and two have assigned a Sell rating to the company's stock. According to data from MarketBeat.com, Arrow Electronics has an average rating of "Hold" and a consensus target price of $124.33.

Insider Activity at Arrow Electronics

In other Arrow Electronics news, SVP Carine Lamercie Jean-Claude sold 4,000 shares of Arrow Electronics stock in a transaction on Wednesday, February 11th. The shares were sold at an average price of $156.65, for a total value of $626,600.00. Following the transaction, the senior vice president owned 16,261 shares in the company, valued at $2,547,285.65. This trade represents a 19.74% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, insider Eric Nowak sold 12,699 shares of the business's stock in a transaction on Wednesday, February 11th. The shares were sold at an average price of $157.09, for a total transaction of $1,994,885.91. Following the sale, the insider directly owned 43,509 shares of the company's stock, valued at $6,834,828.81. This represents a 22.59% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 19,199 shares of company stock worth $3,009,786. 1.00% of the stock is currently owned by company 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.

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