Arrow Electronics, Inc. $ARW Shares Acquired by Teacher Retirement System of Texas

Key Points

• Teacher Retirement System of Texas boosted its stake in Arrow Electronics by 28.2% in Q4, buying 13,975 shares to hold 63,491 shares worth about $6.995 million (roughly 0.12% of the company).
• Arrow beat expectations with Q4 results—EPS of $4.39 vs. $3.55 consensus and revenue of $8.75 billion vs. $8.16 billion—while revenue rose 20.1% year‑over‑year and Q1 2026 EPS guidance was set at $2.130–$2.330.
• Market and insider signals are mixed: several firms upgraded Arrow (some to Buy), but the MarketBeat consensus is a Hold with an average target of $136, insiders sold about 19,199 shares last quarter, and institutional ownership stands at 99.34%.

Teacher Retirement System of Texas lifted its holdings in shares of Arrow Electronics, Inc. (NYSE:ARW - Free Report) by 28.2% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 63,491 shares of the technology company's stock after buying an additional 13,975 shares during the quarter. Teacher Retirement System of Texas owned approximately 0.12% of Arrow Electronics worth $6,995,000 as of its most recent SEC filing.

Other large investors have also made changes to their positions in the company. ACR Alpine Capital Research LLC raised its stake in shares of Arrow Electronics by 12.1% during the 3rd quarter. ACR Alpine Capital Research LLC now owns 2,416,815 shares of the technology company's stock worth $292,435,000 after buying an additional 260,442 shares during the period. JPMorgan Chase & Co. raised its stake in shares of Arrow Electronics by 3.0% during the 3rd quarter. JPMorgan Chase & Co. now owns 382,641 shares of the technology company's stock worth $46,300,000 after buying an additional 11,288 shares during the period. State of Alaska Department of Revenue raised its stake in shares of Arrow Electronics by 19.8% during the 3rd quarter. State of Alaska Department of Revenue now owns 41,195 shares of the technology company's stock worth $4,984,000 after buying an additional 6,808 shares during the period. Natixis Advisors LLC raised its stake in shares of Arrow Electronics by 8.6% during the 3rd quarter. Natixis Advisors LLC now owns 184,466 shares of the technology company's stock worth $22,320,000 after buying an additional 14,665 shares during the period. Finally, Gradient Investments LLC acquired a new position in Arrow Electronics in the 4th quarter valued at $765,000. 99.34% of the stock is owned by institutional investors and hedge funds.

Arrow Electronics Stock Up 0.2%

NYSE ARW opened at $187.42 on Monday. The business has a fifty day moving average price of $152.85 and a 200 day moving average price of $130.18. Arrow Electronics, Inc. has a one year low of $101.79 and a one year high of $190.07. The company has a debt-to-equity ratio of 0.46, a quick ratio of 1.09 and a current ratio of 1.36. The company has a market cap of $9.57 billion, a P/E ratio of 17.13, a P/E/G ratio of 0.91 and a beta of 1.00.

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 the consensus estimate of $3.55 by $0.84. The firm had revenue of $8.75 billion during the quarter, compared to the consensus estimate of $8.16 billion. Arrow Electronics had a return on equity of 9.01% and a net margin of 1.85%.The firm's revenue was up 20.1% compared to the same quarter last year. During the same period in the prior year, the company earned $2.97 EPS. Arrow Electronics has set its Q1 2026 guidance at 2.130-2.330 EPS. Research analysts anticipate that Arrow Electronics, Inc. will post 13.59 EPS for the current fiscal year.

Wall Street Analyst Weigh In

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

Insider Buying and Selling

In other Arrow Electronics news, insider Richard John Marano sold 2,500 shares of the company's stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $155.32, for a total value of $388,300.00. Following the completion of the sale, the insider directly owned 24,096 shares in the company, valued at $3,742,590.72. This represents a 9.40% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, SVP Carine Lamercie Jean-Claude sold 4,000 shares of the company's 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 completion of the sale, the senior vice president owned 16,261 shares of the company's stock, valued at approximately $2,547,285.65. The trade was a 19.74% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 19,199 shares of company stock valued at $3,009,786 in the last quarter. Corporate insiders own 0.80% of the company's stock.

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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