Arrow Electronics, Inc. $ARW Stock Holdings Trimmed by Pacer Advisors Inc.

Key Points

• Pacer Advisors cut its Arrow Electronics stake by 95.9% in the first quarter, selling 139,224 shares and retaining 5,944 shares worth about $852,000. Institutional investors and hedge funds still own 99.34% of the company.
• Arrow delivered a strong second quarter: adjusted EPS was $5.45 versus the $4.45 consensus, while revenue rose 31.8% year over year to $9.99 billion. Management cited improving demand and a backlog extending into the first half of 2027.
• Analyst sentiment remains mixed, with a consensus “Hold” rating and an average price target of $233.25. The company also authorized a $1 billion share-repurchase program, though insider selling and expectations for sequentially lower third-quarter EPS remain concerns.

Pacer Advisors Inc. decreased its position in Arrow Electronics, Inc. (NYSE:ARW - Free Report) by 95.9% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 5,944 shares of the technology company's stock after selling 139,224 shares during the quarter. Pacer Advisors Inc.'s holdings in Arrow Electronics were worth $852,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also made changes to their positions in the company. M&T Bank Corp lifted its holdings in shares of Arrow Electronics by 1,315.2% in the 4th quarter. M&T Bank Corp now owns 58,915 shares of the technology company's stock worth $6,491,000 after purchasing an additional 54,752 shares during the last quarter. MUFG Securities EMEA plc bought a new position in Arrow Electronics during the 4th quarter worth $14,544,000. Intech Investment Management LLC increased its position in Arrow Electronics by 92.3% in the fourth quarter. Intech Investment Management LLC now owns 10,042 shares of the technology company's stock worth $1,106,000 after buying an additional 4,821 shares during the period. Atria Investments Inc increased its position in Arrow Electronics by 48.0% in the fourth quarter. Atria Investments Inc now owns 80,092 shares of the technology company's stock worth $8,825,000 after buying an additional 25,965 shares during the period. Finally, Handelsbanken Fonder AB lifted its stake in Arrow Electronics by 44.8% in the fourth quarter. Handelsbanken Fonder AB now owns 16,800 shares of the technology company's stock valued at $1,851,000 after buying an additional 5,200 shares during the last quarter. 99.34% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at Arrow Electronics

In other news, insider Eric Nowak sold 3,473 shares of Arrow Electronics stock in a transaction on Wednesday, May 20th. The stock was sold at an average price of $210.99, for a total transaction of $732,768.27. Following the transaction, the insider directly owned 48,835 shares in the company, valued at approximately $10,303,696.65. This trade represents a 6.64% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, SVP Carine Lamercie Jean-Claude sold 3,000 shares of the company's stock in a transaction on Friday, May 22nd. The shares were sold at an average price of $216.00, for a total value of $648,000.00. Following the completion of the sale, the senior vice president owned 12,626 shares of the company's stock, valued at approximately $2,727,216. This trade represents a 19.20% decrease in their position. The SEC filing for this sale provides additional information. 0.80% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

Several equities analysts have recently commented on the stock. Wells Fargo & Company upped 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. Weiss Ratings reiterated a "buy (b-)" rating on shares of Arrow Electronics in a research report on Tuesday, May 26th. Zacks Research lowered shares of Arrow Electronics from a "strong-buy" rating to a "hold" rating in a research note on Monday, August 3rd. Wall Street Zen upgraded shares of Arrow Electronics from a "buy" rating to a "strong-buy" rating in a research report on Saturday, July 25th. Finally, Bank of America upgraded shares of Arrow Electronics from an "underperform" rating to a "neutral" rating and raised their price target for the company from $122.00 to $233.00 in a research note on Wednesday, May 13th. Three research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of "Hold" and an average target price of $233.25.

Trending Headlines about Arrow Electronics

Here are the key news stories impacting Arrow Electronics this week:

• Positive Sentiment: Second-quarter results exceeded expectations: Arrow reported adjusted EPS of $5.45 versus the $4.45 consensus estimate, while revenue rose 31.8% year over year to $9.99 billion, above forecasts. Arrow Electronics Q2 Earnings Beat Estimates, Revenues Rise Y/Y
• Positive Sentiment: Demand and backlog trends remain encouraging: Management cited broadening demand in Global Components, including AI, aerospace and industrial markets. Book-to-bill remained above 1, with backlog extending into the first half of 2027. Arrow Q2 Earnings Call Signals More Runway in Components
• Positive Sentiment: Capital allocation and analyst support provided offsets: A new share-repurchase plan, lower debt and margin-expansion commentary support the investment case. Truist maintained a Buy rating with a $250 price target, implying meaningful potential upside from recent trading levels. Truist raises Arrow Electronics price target
• Neutral Sentiment: Leadership change: Arrow appointed Deidra C. Merriwether as president and chief operating officer. The change could support execution, but investors may await more details on her priorities and expected impact. Arrow Electronics Appoints Deidra C. Merriwether
• Negative Sentiment: Third-quarter guidance implies sequential earnings moderation: Arrow forecast non-GAAP EPS of $4.83–$5.03 and revenue of $9.6–$10.2 billion. Although above consensus, the EPS outlook is below the latest quarter’s result, and investors appeared to expect a larger upgrade after the stock’s strong run.
• Negative Sentiment: Margin concerns persist: Partner restructuring charges continued to weigh on Enterprise Computing Solutions, while management acknowledged remaining pressure in parts of the business.
• Negative Sentiment: Insider selling may have added pressure: Quiver Quantitative reported 14 insider sales and no purchases during the past six months. Institutional positioning was mixed, with several large funds reducing their holdings.

Arrow Electronics Stock Up 0.0%

ARW stock opened at $203.51 on Monday. The firm's 50-day moving average is $215.78 and its two-hundred day moving average is $181.09. The company has a market capitalization of $10.41 billion, a price-to-earnings ratio of 13.00 and a beta of 1.20. Arrow Electronics, Inc. has a 52 week low of $101.79 and a 52 week high of $237.33. The company has a current ratio of 1.22, a quick ratio of 1.01 and a debt-to-equity ratio of 0.29.

Arrow Electronics (NYSE:ARW - Get Free Report) last posted its quarterly earnings data on Thursday, August 6th. The technology company reported $5.45 EPS for the quarter, beating analysts' consensus estimates of $4.45 by $1.00. Arrow Electronics had a net margin of 2.26% and a return on equity of 13.41%. The business had revenue of $9.99 billion for the quarter, compared to analyst estimates of $9.67 billion. During the same quarter last year, the business earned $2.43 earnings per share. The business's revenue for the quarter was up 31.8% on a year-over-year basis. Arrow Electronics has set its Q3 2026 guidance at 4.830-5.030 EPS. On average, analysts forecast that Arrow Electronics, Inc. will post 19.15 earnings per share for the current fiscal year.

Arrow Electronics announced that its board has approved a share repurchase program on Wednesday, May 13th that allows the company to repurchase $1.00 billion in outstanding shares. This repurchase authorization allows the technology company to purchase up to 9.7% of its stock through open market purchases. Stock repurchase programs are often a sign that the company's board of directors believes its shares are undervalued.

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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