Arrow Electronics, Inc. $ARW Position Reduced by Merit Financial Group LLC

Key Points

• Merit Financial Group cut its stake in Arrow Electronics by 36.0%, selling 5,386 shares and holding 9,587 shares worth about $1.06 million at quarter-end, while institutional investors own roughly 99.34% of the stock.
• Insiders sold 19,199 shares during the quarter (≈$3.01 million), including Eric Nowak's sale of 12,699 shares and Richard J. Marano's sale of 2,500 shares, reducing insider ownership to about 0.80%.
• Arrow reported strong results—Q4 EPS of $4.39 beat estimates ($3.55) and revenue rose 20.1% to $8.75 billion; the company set Q1 2026 guidance at $2.13–$2.33 EPS, while analyst ratings remain mixed with an average target of $136.

Merit Financial Group LLC decreased its position in shares of Arrow Electronics, Inc. (NYSE:ARW - Free Report) by 36.0% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 9,587 shares of the technology company's stock after selling 5,386 shares during the period. Merit Financial Group LLC's holdings in Arrow Electronics were worth $1,056,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Root Financial Partners LLC bought a new stake in Arrow Electronics during the third quarter worth approximately $26,000. Winnow Wealth LLC bought a new stake in Arrow Electronics during the third quarter worth approximately $26,000. Advisory Services Network LLC bought a new stake in Arrow Electronics during the third quarter worth approximately $31,000. Quarry LP bought a new stake in Arrow Electronics during the third quarter worth approximately $33,000. Finally, Geneos Wealth Management Inc. raised its holdings in Arrow Electronics by 68.1% during the first quarter. Geneos Wealth Management Inc. now owns 353 shares of the technology company's stock worth $37,000 after purchasing an additional 143 shares in the last quarter. Institutional investors own 99.34% of the company's stock.

Insider Activity

In other Arrow Electronics news, insider Eric Nowak sold 12,699 shares of Arrow Electronics stock in a transaction that occurred 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 transaction, the insider directly owned 43,509 shares in the company, valued at approximately $6,834,828.81. The trade was a 22.59% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, insider Richard John Marano sold 2,500 shares of Arrow Electronics stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $155.32, for a total transaction of $388,300.00. Following the transaction, the insider owned 24,096 shares in the company, valued at approximately $3,742,590.72. The trade was a 9.40% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 19,199 shares of company stock valued at $3,009,786. 0.80% of the stock is currently owned by company insiders.

Arrow Electronics Price Performance

NYSE ARW opened at $186.58 on Friday. The stock has a market capitalization of $9.53 billion, a P/E ratio of 17.05, a P/E/G ratio of 0.88 and a beta of 1.00. Arrow Electronics, Inc. has a 1 year low of $101.79 and a 1 year high of $189.87. The business's fifty day moving average is $152.21 and its two-hundred day moving average is $129.59. The company has a debt-to-equity ratio of 0.46, a quick ratio of 1.09 and a current ratio of 1.36.

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 the consensus estimate of $3.55 by $0.84. Arrow Electronics had a net margin of 1.85% and a return on equity of 9.01%. The firm had revenue of $8.75 billion for the quarter, compared to analysts' expectations of $8.16 billion. During the same period in the previous year, the company posted $2.97 EPS. The company's quarterly revenue was up 20.1% compared to the same quarter last year. 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 13.59 earnings per share for the current fiscal year.

Analysts Set New Price Targets

ARW has been the topic of several recent analyst reports. Zacks Research raised Arrow Electronics from a "hold" rating to a "strong-buy" rating in a report on Monday, February 9th. Wells Fargo & Company boosted their target price on Arrow Electronics from $94.00 to $115.00 and gave the stock an "underweight" rating in a report on Friday, February 6th. Weiss Ratings raised Arrow Electronics from a "hold (c+)" rating to a "buy (b-)" rating in a report on Thursday, February 26th. Wall Street Zen raised Arrow Electronics from a "hold" rating to a "buy" rating in a report on Saturday, February 7th. Finally, Truist Financial raised Arrow Electronics from a "hold" rating to a "buy" rating and upped their price target for the company from $148.00 to $183.00 in a report on Monday, April 13th. One analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating and two have issued a Sell rating to the company's stock. According to MarketBeat.com, the stock presently has an average rating of "Hold" and an average target price of $136.00.

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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