Analog Century Management LP Cuts Stock Position in Arrow Electronics, Inc. $ARW

Key Points

• Analog Century Management LP trimmed its position in Arrow Electronics by 6.2%, selling 22,413 shares and leaving it with 341,959 shares (~$41.38M), or about 0.66% of the company; institutional ownership stands at 99.34%.
• Analyst coverage is mixed with several price-target increases (e.g., Wells Fargo to $115, Truist to $148) and upgrades from Zacks, Wall Street Zen and Weiss, but the consensus rating remains Hold with a $124.33 target.
• Insider activity was split—an SVP sold 4,000 shares at $156.65 while the CEO purchased 3,960 shares at $151.87—and the company recently beat quarterly expectations with $4.39 EPS vs. $3.55 expected and $8.75B revenue vs. $8.16B.

Analog Century Management LP decreased its holdings in shares of Arrow Electronics, Inc. (NYSE:ARW - Free Report) by 6.2% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 341,959 shares of the technology company's stock after selling 22,413 shares during the quarter. Arrow Electronics comprises about 2.2% of Analog Century Management LP's investment portfolio, making the stock its 21st largest position. Analog Century Management LP owned about 0.66% of Arrow Electronics worth $41,377,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also made changes to their positions in the company. NorthRock Partners LLC boosted its holdings in Arrow Electronics by 75.0% during the 3rd quarter. NorthRock Partners LLC now owns 2,957 shares of the technology company's stock valued at $358,000 after acquiring an additional 1,267 shares during the period. FORA Capital LLC bought a new position in Arrow Electronics in the 3rd quarter worth about $294,000. Te Ahumairangi Investment Management Ltd grew its stake in Arrow Electronics by 3.3% in the 3rd quarter. Te Ahumairangi Investment Management Ltd now owns 33,638 shares of the technology company's stock worth $4,070,000 after acquiring an additional 1,090 shares in the last quarter. Rehmann Capital Advisory Group purchased a new position in shares of Arrow Electronics during the third quarter worth approximately $211,000. Finally, Tocqueville Asset Management L.P. raised its stake in shares of Arrow Electronics by 2.2% during the third quarter. Tocqueville Asset Management L.P. now owns 9,491 shares of the technology company's stock valued at $1,148,000 after acquiring an additional 200 shares in the last quarter. 99.34% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

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

Insider Activity at Arrow Electronics

In related news, SVP Carine Lamercie Jean-Claude sold 4,000 shares of the stock in a transaction that occurred on Wednesday, February 11th. The shares were 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 position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO William F. Austen bought 3,960 shares of the company's stock in a transaction that occurred on Thursday, February 19th. The stock was bought at an average price of $151.87 per share, with a total value of $601,405.20. Following the acquisition, the chief executive officer directly owned 44,722 shares in the company, valued at $6,791,930.14. The trade was a 9.71% increase in their position. The SEC filing for this purchase provides additional information. Insiders sold a total of 19,199 shares of company stock valued at $3,009,786 over the last 90 days. Insiders own 1.00% of the company's stock.

Arrow Electronics Stock Performance

Arrow Electronics stock opened at $140.42 on Friday. The firm has a 50 day simple moving average of $136.64 and a 200-day simple moving average of $123.50. The stock has a market cap of $7.17 billion, a price-to-earnings ratio of 12.84, a price-to-earnings-growth ratio of 0.70 and a beta of 1.01. The company has a debt-to-equity ratio of 0.46, a current ratio of 1.36 and a quick ratio of 1.09. Arrow Electronics, Inc. has a 1-year low of $86.50 and a 1-year high of $162.61.

Arrow Electronics (NYSE:ARW - Get Free Report) last released 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 firm had revenue of $8.75 billion for the quarter, compared to analysts' expectations of $8.16 billion. Arrow Electronics had a return on equity of 9.01% and a net margin of 1.85%.The firm's quarterly revenue was up 20.1% on a year-over-year basis. During the same period in the prior year, the firm posted $2.97 earnings per share. Arrow Electronics has set its Q1 2026 guidance at 2.130-2.330 EPS. On average, analysts expect that Arrow Electronics, Inc. will post 10.57 EPS for the current year.

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.

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