Arrow Electronics, Inc. $ARW Shares Purchased by Assenagon Asset Management S.A.

Key Points

• Assenagon Asset Management boosted its stake in Arrow Electronics by 231.9% in Q4 to 80,079 shares (about $8.82M), and institutional investors now own roughly 99.34% of the stock.
• Arrow reported a strong quarter—EPS $4.39 vs. $3.55 expected and revenue $8.75B (up 20.1% YoY)—set Q1 2026 guidance of $2.130–$2.330, while analyst ratings remain mixed with a consensus “Hold” and a $124.33 price target.
• Company insiders have been net sellers recently, disposing of 19,199 shares worth about $3.01M in the past 90 days, with individual insider stakes falling roughly 20–22% after February sales.

Assenagon Asset Management S.A. boosted its stake in shares of Arrow Electronics, Inc. (NYSE:ARW - Free Report) by 231.9% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 80,079 shares of the technology company's stock after acquiring an additional 55,954 shares during the quarter. Assenagon Asset Management S.A. owned 0.16% of Arrow Electronics worth $8,823,000 at the end of the most recent reporting period.

Other large investors also recently bought and sold shares of the company. Root Financial Partners LLC acquired a new position in shares of Arrow Electronics during the 3rd quarter worth approximately $26,000. Winnow Wealth LLC acquired a new stake in Arrow Electronics in the 3rd quarter valued at $26,000. Advisory Services Network LLC acquired a new stake in Arrow Electronics in the 3rd quarter valued at $31,000. Quarry LP purchased a new stake in Arrow Electronics in the 3rd quarter worth $33,000. Finally, Geneos Wealth Management Inc. increased its holdings in Arrow Electronics by 68.1% in the 1st quarter. Geneos Wealth Management Inc. now owns 353 shares of the technology company's stock worth $37,000 after acquiring an additional 143 shares in the last quarter. 99.34% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

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

Insider Activity

In related news, SVP Carine Lamercie Jean-Claude sold 4,000 shares of the company's stock in a transaction that occurred on Wednesday, February 11th. The stock was sold at an average price of $156.65, for a total value of $626,600.00. Following the transaction, the senior vice president directly owned 16,261 shares in the company, valued at approximately $2,547,285.65. This represents a 19.74% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, insider Eric Nowak sold 12,699 shares of the stock in a transaction that occurred on Wednesday, February 11th. The stock was sold at an average price of $157.09, for a total value of $1,994,885.91. Following the completion of the transaction, the insider owned 43,509 shares of the company's stock, valued at $6,834,828.81. The trade was a 22.59% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 19,199 shares of company stock worth $3,009,786. Corporate insiders own 1.00% of the company's stock.

Arrow Electronics Stock Down 2.4%

NYSE ARW opened at $139.80 on Friday. The business's fifty day simple moving average is $141.89 and its 200-day simple moving average is $124.54. The company has a quick ratio of 1.09, a current ratio of 1.36 and a debt-to-equity ratio of 0.46. The firm has a market cap of $7.14 billion, a PE ratio of 12.78, a P/E/G ratio of 0.71 and a beta of 1.01. Arrow Electronics, Inc. has a 52 week low of $86.50 and a 52 week high of $162.61.

Arrow Electronics (NYSE:ARW - Get Free Report) last announced its quarterly earnings data on Thursday, February 5th. The technology company reported $4.39 earnings per share (EPS) for the quarter, beating analysts' consensus estimates 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 during the quarter, compared to analyst estimates of $8.16 billion. During the same quarter in the prior year, the firm posted $2.97 earnings per share. Arrow Electronics's quarterly 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, equities analysts anticipate that Arrow Electronics, Inc. will post 10.57 earnings per share 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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