Arrow Electronics, Inc. $ARW Shares Sold by Martingale Asset Management L P

Key Points

• Martingale Asset Management L P reduced its holdings in Arrow Electronics by 29.8%, owning 54,392 shares after selling 23,109 during the first quarter, now valuing its stake at approximately $5.6 million.
• CEO Sean J. Kerins purchased 8,630 shares of Arrow Electronics at around $114.91 each, increasing his ownership by 7.58% to a total of 122,408 shares valued at over $14 million.
• Arrow Electronics reported a 10% revenue increase year-over-year, with Q2 earnings per share of $2.43 exceeding estimates, and issued guidance for Q3 2025 EPS between $2.160 and $2.360.

Martingale Asset Management L P decreased its stake in Arrow Electronics, Inc. (NYSE:ARW - Free Report) by 29.8% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 54,392 shares of the technology company's stock after selling 23,109 shares during the period. Martingale Asset Management L P owned approximately 0.10% of Arrow Electronics worth $5,648,000 as of its most recent SEC filing.

Other hedge funds have also recently bought and sold shares of the company. Operose Advisors LLC acquired a new stake in Arrow Electronics in the 1st quarter valued at approximately $31,000. Golden State Wealth Management LLC boosted its holdings in Arrow Electronics by 111.7% in the first 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 raised its holdings in Arrow Electronics by 14.9% in the 1st quarter. Covestor Ltd now owns 1,118 shares of the technology company's stock worth $116,000 after acquiring an additional 145 shares during the period. Exchange Traded Concepts LLC acquired a new stake in Arrow Electronics during the first quarter worth about $120,000. Finally, Lindbrook Capital LLC boosted its holdings in Arrow Electronics by 300.5% during the first quarter. Lindbrook Capital LLC now owns 1,550 shares of the technology company's stock valued at $161,000 after purchasing an additional 1,163 shares in the last quarter. Institutional investors and hedge funds own 99.34% of the company's stock.

Analyst Upgrades and Downgrades

Several research analysts recently weighed in on ARW shares. Bank of America boosted their price objective on shares of Arrow Electronics from $105.00 to $110.00 and gave the stock an "underperform" rating in a research report on Monday, June 9th. Wall Street Zen upgraded shares of Arrow Electronics from a "hold" rating to a "buy" rating in a research note on Saturday, July 26th. One investment analyst has rated the stock with a Buy rating, one has issued a Hold rating and two have given a Sell rating to the company's stock. Based on data from MarketBeat.com, the stock has an average rating of "Reduce" and a consensus target price of $115.75.

Arrow Electronics Trading Up 0.5%

ARW stock traded up $0.58 during midday trading on Wednesday, hitting $127.59. The stock had a trading volume of 165,118 shares, compared to its average volume of 543,410. Arrow Electronics, Inc. has a 1-year low of $86.50 and a 1-year high of $137.80. The company has a current ratio of 1.39, a quick ratio of 1.07 and a debt-to-equity ratio of 0.37. The firm has a market cap of $6.57 billion, a P/E ratio of 14.40, a price-to-earnings-growth ratio of 0.61 and a beta of 1.10. The business has a fifty day moving average price of $126.70 and a two-hundred day moving average price of $116.14.

Arrow Electronics (NYSE:ARW - Get Free Report) last posted 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 net margin of 1.64% and a return on equity of 8.37%. The company had revenue of $7.58 billion during the quarter, compared to the consensus estimate of $7.12 billion. During the same period in the previous year, the firm posted $2.78 earnings per share. The firm's revenue for the quarter 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, sell-side 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 news, SVP Carine Lamercie Jean-Claude sold 2,660 shares of the business's stock in a transaction on Wednesday, June 11th. The shares were sold at an average price of $124.64, for a total value of $331,542.40. Following the transaction, the senior vice president owned 17,057 shares of the company's stock, valued at approximately $2,125,984.48. The trade was a 13.49% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Sean J. Kerins bought 8,630 shares of the stock in a transaction dated Friday, August 1st. The shares were bought at an average cost 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 disclosure for this purchase can be found here. 0.80% of the stock is owned by insiders.

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.