Dimensional Fund Advisors LP Cuts Stake in Arrow Electronics, Inc. $ARW

Key Points

• Dimensional Fund Advisors trimmed its stake in Arrow Electronics by 0.5% to 2,979,045 shares (about 5.78% ownership) — institutional investors now own roughly 99.34% of the stock.
• Insider activity: CEO William F. Austen bought 3,960 shares at ~$151.87 (increasing his holding to 44,722 shares), while other insiders have sold shares recently (19,199 shares worth ~$3.01M in the last 90 days).
• Operational update: Arrow topped estimates with $4.39 EPS vs $3.55 expected and $8.75B revenue vs $8.16B, and set Q1 2026 guidance of $2.13–$2.33 EPS; consensus analyst rating remains a "Hold" with a $124.33 price target.

Dimensional Fund Advisors LP cut its holdings in Arrow Electronics, Inc. (NYSE:ARW - Free Report) by 0.5% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 2,979,045 shares of the technology company's stock after selling 13,556 shares during the period. Dimensional Fund Advisors LP owned 5.78% of Arrow Electronics worth $360,462,000 as of its most recent SEC filing.

A number of other institutional investors have also added to or reduced their stakes in the stock. Focus Partners Advisor Solutions LLC lifted its holdings in shares of Arrow Electronics by 32.0% in the third quarter. Focus Partners Advisor Solutions LLC now owns 9,678 shares of the technology company's stock worth $1,123,000 after buying an additional 2,346 shares in the last quarter. Journey Strategic Wealth LLC increased its holdings in Arrow Electronics by 15.4% in the 3rd quarter. Journey Strategic Wealth LLC now owns 2,013 shares of the technology company's stock valued at $244,000 after acquiring an additional 269 shares during the last quarter. Royce & Associates LP purchased a new stake in Arrow Electronics in the 3rd quarter worth $8,853,000. AlphaCore Capital LLC boosted its holdings in shares of Arrow Electronics by 426.6% during the 3rd quarter. AlphaCore Capital LLC now owns 3,207 shares of the technology company's stock valued at $388,000 after purchasing an additional 2,598 shares during the last quarter. Finally, Intech Investment Management LLC purchased a new position in shares of Arrow Electronics during the third quarter valued at about $632,000. 99.34% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other Arrow Electronics news, CEO William F. Austen bought 3,960 shares of Arrow Electronics stock in a transaction on Thursday, February 19th. The shares were acquired at an average price of $151.87 per share, for a total transaction of $601,405.20. Following the completion of the purchase, the chief executive officer directly owned 44,722 shares in the company, valued at approximately $6,791,930.14. This trade represents a 9.71% increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, insider Richard John Marano sold 2,500 shares of Arrow Electronics stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $155.32, for a total value of $388,300.00. Following the sale, the insider owned 24,096 shares of the company's stock, valued at approximately $3,742,590.72. This trade represents a 9.40% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 19,199 shares of company stock worth $3,009,786. Corporate insiders own 1.00% of the company's stock.

Analyst Upgrades and Downgrades

A number of equities analysts recently commented on the company. Wells Fargo & Company increased their price target on Arrow Electronics from $94.00 to $115.00 and gave the company an "underweight" rating in a research note on Friday, February 6th. Zacks Research upgraded Arrow Electronics from a "hold" rating to a "strong-buy" rating in a research report on Monday, February 9th. Weiss Ratings upgraded shares of Arrow Electronics from a "hold (c+)" rating to a "buy (b-)" rating in a research report on Thursday, February 26th. Truist Financial increased their price objective on shares of Arrow Electronics from $120.00 to $148.00 and gave the company a "hold" rating in a research report on Friday, February 6th. Finally, Wall Street Zen raised shares of Arrow Electronics from a "hold" rating to a "buy" rating in a research note on Saturday, February 7th. One investment analyst has rated the stock with a Strong Buy rating, one has given a Buy rating, one has assigned a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat.com, the company currently has an average rating of "Hold" and a consensus price target of $124.33.

Arrow Electronics Stock Down 0.0%

NYSE ARW opened at $143.40 on Friday. The company has a quick ratio of 1.09, a current ratio of 1.36 and a debt-to-equity ratio of 0.46. Arrow Electronics, Inc. has a 52 week low of $86.50 and a 52 week high of $162.61. The firm has a market capitalization of $7.33 billion, a price-to-earnings ratio of 13.11, a PEG ratio of 0.71 and a beta of 1.01. The company has a fifty day moving average of $133.27 and a two-hundred day moving average of $122.91.

Arrow Electronics (NYSE:ARW - Get Free Report) last released its earnings results on Thursday, February 5th. The technology company reported $4.39 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.55 by $0.84. The firm had revenue of $8.75 billion during the quarter, compared to analyst estimates of $8.16 billion. Arrow Electronics had a net margin of 1.85% and a return on equity of 9.01%. The business's revenue was up 20.1% on a year-over-year basis. During the same quarter last year, the business earned $2.97 EPS. Arrow Electronics has set its Q1 2026 guidance at 2.130-2.330 EPS. On average, analysts predict 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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