Caisse DE Depot ET Placement DU Quebec Makes New Investment in Arrow Electronics, Inc. $ARW

Key Points

• Caisse DE Depot ET Placement DU Quebec acquired 18,200 shares of Arrow Electronics, valued at approximately $1.89 million, in Q1 as disclosed in their recent SEC filing.
• Recent insider transactions show that CEO Sean J. Kerins increased his stake by purchasing 8,630 shares, while SVP Carine Lamercie Jean-Claude sold 2,660 shares, indicating mixed sentiment among company's insiders.
• Arrow Electronics reported strong Q2 earnings with an EPS of $2.43, beating estimates, and anticipates a guidance of 2.160-2.360 EPS for Q3 2025.

Caisse DE Depot ET Placement DU Quebec purchased a new stake in Arrow Electronics, Inc. (NYSE:ARW - Free Report) during the 1st quarter, according to the company in its most recent disclosure with the SEC. The institutional investor purchased 18,200 shares of the technology company's stock, valued at approximately $1,890,000.

Other hedge funds have also recently bought and sold shares of the company. Operose Advisors LLC acquired a new position in Arrow Electronics during the 1st quarter worth about $31,000. Golden State Wealth Management LLC lifted its stake in Arrow Electronics by 111.7% during the 1st quarter. Golden State Wealth Management LLC now owns 379 shares of the technology company's stock worth $39,000 after acquiring an additional 200 shares in the last quarter. Covestor Ltd lifted its stake in Arrow Electronics by 14.9% during 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 in the last quarter. Exchange Traded Concepts LLC acquired a new position in Arrow Electronics during the 1st quarter worth about $120,000. Finally, Lindbrook Capital LLC lifted its stake in Arrow Electronics by 300.5% during the 1st quarter. Lindbrook Capital LLC now owns 1,550 shares of the technology company's stock worth $161,000 after acquiring an additional 1,163 shares in the last quarter. Institutional investors and hedge funds own 99.34% of the company's stock.

Analyst Ratings Changes

A number of equities research analysts have issued reports on ARW shares. Bank of America increased their price target on Arrow Electronics from $105.00 to $110.00 and gave the company an "underperform" rating in a research report on Monday, June 9th. Wall Street Zen raised Arrow Electronics from a "hold" rating to a "buy" rating in a research report on Saturday, July 26th. One research analyst has rated the stock with a Buy rating, one has assigned a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of "Reduce" and an average target price of $115.75.

Insider Activity at Arrow Electronics

In other Arrow Electronics news, CEO Sean J. Kerins purchased 8,630 shares of Arrow Electronics stock in a transaction dated Friday, August 1st. The stock was acquired at an average cost of $114.91 per share, with a total value of $991,673.30. Following the acquisition, the chief executive officer directly owned 122,408 shares of the company's stock, valued at $14,065,903.28. This represents a 7.58% increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, SVP Carine Lamercie Jean-Claude sold 2,660 shares of the firm's stock in a transaction that occurred 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 completion of the sale, the senior vice president directly owned 17,057 shares of the company's stock, valued at $2,125,984.48. This represents a 13.49% decrease in their ownership of the stock. The disclosure for this sale can be found here. 0.80% of the stock is owned by company insiders.

Arrow Electronics Stock Performance

Arrow Electronics stock traded down $0.39 during mid-day trading on Monday, reaching $126.43. 450,635 shares of the company were exchanged, compared to its average volume of 471,971. Arrow Electronics, Inc. has a twelve month low of $86.50 and a twelve month high of $137.80. The firm's 50-day simple moving average is $126.92 and its two-hundred day simple moving average is $116.73. The company has a debt-to-equity ratio of 0.37, a quick ratio of 1.07 and a current ratio of 1.39. The firm has a market cap of $6.51 billion, a PE ratio of 14.30, a price-to-earnings-growth ratio of 0.60 and a beta of 1.09.

Arrow Electronics (NYSE:ARW - Get Free Report) last posted its quarterly earnings data on Thursday, July 31st. The technology company reported $2.43 earnings per share for the quarter, topping analysts' consensus estimates of $2.03 by $0.40. Arrow Electronics had a return on equity of 8.37% and a net margin of 1.64%.The company had revenue of $7.58 billion during the quarter, compared to analysts' expectations of $7.12 billion. During the same period last year, the firm earned $2.78 EPS. 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. Equities analysts predict that Arrow Electronics, Inc. will post 10.57 earnings per share for the current fiscal year.

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.