Arrow Electronics, Inc. $ARW Shares Acquired by Vanguard Group Inc.

Key Points

• Vanguard Group raised its stake by 0.6% to 6,122,857 shares, now owning about 11.89% of Arrow Electronics worth roughly $674.6 million.
• Arrow beat Q4 expectations with EPS $4.39 vs $3.55 and revenue of $8.75 billion (up 20.1% YoY), and set Q1 2026 guidance of 2.130–2.330 EPS.
• Company insiders sold 19,199 shares totaling about $3.01 million over the last quarter, leaving insiders with just 0.80% ownership.

Vanguard Group Inc. raised its stake in shares of Arrow Electronics, Inc. (NYSE:ARW - Free Report) by 0.6% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 6,122,857 shares of the technology company's stock after acquiring an additional 37,417 shares during the period. Vanguard Group Inc. owned approximately 11.89% of Arrow Electronics worth $674,616,000 as of its most recent SEC filing.

A number of other institutional investors have also made changes to their positions in ARW. Root Financial Partners LLC acquired a new position in shares of Arrow Electronics in the third quarter valued at approximately $26,000. Winnow Wealth LLC acquired a new position in shares of Arrow Electronics in the third quarter valued at approximately $26,000. Advisory Services Network LLC acquired a new position in shares of Arrow Electronics in the third quarter valued at approximately $31,000. Quarry LP acquired a new position in shares of Arrow Electronics in the third quarter valued at approximately $33,000. Finally, Geneos Wealth Management Inc. grew its holdings in shares of Arrow Electronics by 68.1% in the first quarter. Geneos Wealth Management Inc. now owns 353 shares of the technology company's stock valued at $37,000 after purchasing an additional 143 shares in the last quarter. 99.34% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In other Arrow Electronics news, SVP Carine Lamercie Jean-Claude sold 4,000 shares of the business's 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 in the company, valued at $2,547,285.65. The trade was a 19.74% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, insider Richard John Marano sold 2,500 shares of the business's 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 of the company's stock, valued at $3,742,590.72. This trade represents a 9.40% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 19,199 shares of company stock worth $3,009,786. Insiders own 0.80% of the company's stock.

Arrow Electronics Trading Down 0.1%

NYSE ARW opened at $184.27 on Monday. The company has a quick ratio of 1.09, a current ratio of 1.36 and a debt-to-equity ratio of 0.46. Arrow Electronics, Inc. has a 52 week low of $101.79 and a 52 week high of $193.67. The stock has a market capitalization of $9.41 billion, a PE ratio of 16.84, a price-to-earnings-growth ratio of 0.89 and a beta of 1.16. The firm has a 50 day moving average of $155.43 and a two-hundred day moving average of $132.18.

Arrow Electronics (NYSE:ARW - Get Free Report) last posted its quarterly earnings results on Thursday, February 5th. The technology company reported $4.39 EPS 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 company had revenue of $8.75 billion during the quarter, compared to analysts' expectations of $8.16 billion. During the same quarter in the previous year, the business posted $2.97 EPS. The firm's revenue was up 20.1% on a year-over-year basis. Arrow Electronics has set its Q1 2026 guidance at 2.130-2.330 EPS. As a group, research analysts expect that Arrow Electronics, Inc. will post 13.59 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

A number of research analysts recently weighed in on ARW shares. Wall Street Zen upgraded shares of Arrow Electronics from a "hold" rating to a "buy" rating in a report on Saturday, February 7th. Wells Fargo & Company lifted their price objective on shares of Arrow Electronics from $94.00 to $115.00 and gave the company an "underweight" rating in a report on Friday, February 6th. Truist Financial upgraded shares of Arrow Electronics from a "hold" rating to a "buy" rating and lifted their price objective for the company from $148.00 to $183.00 in a report on Monday, April 13th. Weiss Ratings upgraded shares of Arrow Electronics from a "hold (c+)" rating to a "buy (b-)" rating in a report on Thursday, February 26th. Finally, Zacks Research upgraded shares of Arrow Electronics from a "hold" rating to a "strong-buy" rating in a report on Monday, February 9th. One research analyst has rated the stock with a Strong Buy rating, two have given a Buy rating and two have given a Sell rating to the company. According to MarketBeat, Arrow Electronics has an average rating of "Hold" and a consensus 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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