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

Key Points

• American Century Companies Inc. increased its stake in Arrow Electronics by 90.8% during Q1, holding approximately 192,221 shares valued at nearly $20 million.
• Bank of America and GAMMA Investing significantly boosted their positions, with Bank of America increasing by 163.7% and GAMMA Investing by an astounding 31,181.6% in the first quarter.
• Arrow Electronics reported a Q2 EPS of $2.43, surpassing expectations by $0.40, and projected future earnings between $2.160 and $2.360 for Q3 2025.

American Century Companies Inc. raised its position in Arrow Electronics, Inc. (NYSE:ARW - Free Report) by 90.8% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 192,221 shares of the technology company's stock after buying an additional 91,496 shares during the quarter. American Century Companies Inc. owned 0.37% of Arrow Electronics worth $19,958,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in ARW. Operose Advisors LLC acquired a new position in Arrow Electronics in the 1st quarter valued at $31,000. Golden State Wealth Management LLC grew its holdings in shares of Arrow Electronics by 111.7% during the 1st quarter. Golden State Wealth Management LLC now owns 379 shares of the technology company's stock worth $39,000 after purchasing an additional 200 shares in the last quarter. Covestor Ltd grew its holdings in shares of Arrow Electronics by 14.9% during the 1st quarter. Covestor Ltd now owns 1,118 shares of the technology company's stock worth $116,000 after purchasing an additional 145 shares in the last quarter. Exchange Traded Concepts LLC acquired a new stake in shares of Arrow Electronics during the 1st quarter worth $120,000. Finally, Lindbrook Capital LLC grew its holdings in shares of Arrow Electronics by 300.5% during the 1st quarter. Lindbrook Capital LLC now owns 1,550 shares of the technology company's stock worth $161,000 after purchasing an additional 1,163 shares in the last quarter. 99.34% of the stock is owned by institutional investors and hedge funds.

Arrow Electronics Trading Down 0.3%

Shares of ARW traded down $0.39 during mid-day trading on Friday, reaching $126.43. 450,635 shares of the company were exchanged, compared to its average volume of 501,369. Arrow Electronics, Inc. has a 52 week low of $86.50 and a 52 week high of $137.80. The company has a debt-to-equity ratio of 0.37, a quick ratio of 1.07 and a current ratio of 1.39. The stock has a market capitalization of $6.51 billion, a PE ratio of 14.30, a PEG ratio of 0.60 and a beta of 1.10. The business has a 50 day simple moving average of $126.92 and a two-hundred day simple moving average of $116.48.

Arrow Electronics (NYSE:ARW - Get Free Report) last released its earnings results on Thursday, July 31st. The technology company reported $2.43 EPS for the quarter, topping the consensus estimate of $2.03 by $0.40. Arrow Electronics had a return on equity of 8.37% and a net margin of 1.64%.The business had revenue of $7.58 billion during the quarter, compared to analysts' expectations of $7.12 billion. During the same quarter last year, the firm posted $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. On average, analysts predict that Arrow Electronics, Inc. will post 10.57 earnings per share for the current fiscal year.

Insider Activity at Arrow Electronics

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

Analyst Upgrades and Downgrades

ARW has been the topic of several analyst reports. Bank of America increased their target price on Arrow Electronics from $105.00 to $110.00 and gave the stock an "underperform" rating in a report on Monday, June 9th. Wall Street Zen raised 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 given a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, the company presently has an average rating of "Reduce" and a consensus target price of $115.75.

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.