Arrow Electronics, Inc. $ARW Stock Holdings Lifted by Tidal Investments LLC

Key Points

• Tidal Investments increased its Arrow Electronics stake by 66.9% in the second quarter, bringing its holdings to 66,862 shares worth approximately $14.3 million. Institutional investors collectively own 99.34% of the company.
• Arrow Electronics reported quarterly earnings of $5.45 per share, beating estimates by $1.00, while revenue rose 31.8% year over year to $9.99 billion. The company issued third-quarter 2026 EPS guidance of $4.83–$5.03.
• Shares recently traded at $228.47, near their 52-week high of $237.33. Analysts maintain a “Moderate Buy” consensus rating with an average price target of $233.25, although one insider sold 1,000 shares at $209.85.

Tidal Investments LLC grew its stake in shares of Arrow Electronics, Inc. (NYSE:ARW - Free Report) by 66.9% in the second quarter, according to its most recent filing with the SEC. The fund owned 66,862 shares of the technology company's stock after acquiring an additional 26,809 shares during the period. Tidal Investments LLC owned about 0.13% of Arrow Electronics worth $14,269,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of the stock. Private Advisor Group LLC raised its position in shares of Arrow Electronics by 2.6% during the first quarter. Private Advisor Group LLC now owns 3,054 shares of the technology company's stock worth $438,000 after purchasing an additional 78 shares during the period. Root Financial Partners LLC boosted its position in shares of Arrow Electronics by 38.9% in the 1st quarter. Root Financial Partners LLC now owns 282 shares of the technology company's stock valued at $40,000 after purchasing an additional 79 shares during the period. Krilogy Financial LLC increased its stake in Arrow Electronics by 3.2% in the 1st quarter. Krilogy Financial LLC now owns 2,543 shares of the technology company's stock worth $365,000 after purchasing an additional 80 shares in the last quarter. Oregon Public Employees Retirement Fund increased its stake in Arrow Electronics by 0.8% in the 2nd quarter. Oregon Public Employees Retirement Fund now owns 10,567 shares of the technology company's stock worth $2,255,000 after purchasing an additional 84 shares in the last quarter. Finally, Geneos Wealth Management Inc. raised its holdings in Arrow Electronics by 25.2% during the 2nd quarter. Geneos Wealth Management Inc. now owns 442 shares of the technology company's stock worth $56,000 after buying an additional 89 shares during the period. 99.34% of the stock is owned by institutional investors.

Insider Buying and Selling

In other Arrow Electronics news, SVP Carine Jean-Claude sold 1,000 shares of the business's stock in a transaction on Thursday, September 3rd. The shares were sold at an average price of $209.85, for a total transaction of $209,850.00. Following the completion of the transaction, the senior vice president owned 11,626 shares of the company's stock, valued at $2,439,716.10. The trade was a 7.92% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 0.80% of the stock is owned by company insiders.

Arrow Electronics Trading Up 7.0%

Arrow Electronics stock opened at $228.47 on Friday. The company has a debt-to-equity ratio of 0.29, a current ratio of 1.22 and a quick ratio of 1.01. The company has a market capitalization of $11.63 billion, a price-to-earnings ratio of 14.60, a PEG ratio of 0.31 and a beta of 1.19. Arrow Electronics, Inc. has a one year low of $101.79 and a one year high of $237.33. The company's fifty day moving average price is $210.23 and its two-hundred day moving average price is $193.08.

Arrow Electronics (NYSE:ARW - Get Free Report) last announced its quarterly earnings results on Thursday, August 6th. The technology company reported $5.45 earnings per share for the quarter, topping analysts' consensus estimates of $4.45 by $1.00. The company had revenue of $9.99 billion during the quarter, compared to analysts' expectations of $9.67 billion. Arrow Electronics had a return on equity of 13.41% and a net margin of 2.26%.The business's quarterly revenue was up 31.8% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $2.43 earnings per share. Arrow Electronics has set its Q3 2026 guidance at 4.830-5.030 EPS. On average, analysts forecast that Arrow Electronics, Inc. will post 21.24 earnings per share for the current fiscal year.

Analysts Set New Price Targets

Several equities research analysts recently commented on the stock. Raymond James Financial restated an "outperform" rating and issued a $250.00 price target on shares of Arrow Electronics in a research report on Friday, August 7th. Zacks Research upgraded Arrow Electronics from a "hold" rating to a "strong-buy" rating in a report on Tuesday, September 1st. Wells Fargo & Company increased their price target on shares of Arrow Electronics from $175.00 to $200.00 and gave the stock an "underweight" rating in a research report on Friday, August 7th. Wall Street Zen upgraded shares of Arrow Electronics from a "buy" rating to a "strong-buy" rating in a research note on Saturday, July 25th. Finally, Weiss Ratings reissued a "buy (b-)" rating on shares of Arrow Electronics in a research note on Friday, August 21st. One investment analyst has rated the stock with a Strong Buy rating, three have given a Buy rating, one has issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, Arrow Electronics has a consensus rating of "Moderate Buy" and a consensus price target of $233.25.

About Arrow Electronics

Arrow Electronics, Inc is a global technology distributor that connects electronic component manufacturers with original equipment manufacturers, contract manufacturers and other commercial customers. The company supplies semiconductors, passive components, electromechanical products and related embedded technologies used in products across industries such as communications, industrial, automotive, aerospace and defense, and consumer electronics.

Through its enterprise computing solutions business, Arrow also provides information-technology products and services, including data-center and cloud solutions, software, security, storage, networking and professional services.

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