Arrow Electronics, Inc. $ARW Shares Sold by Fiduciary Management Inc. WI

Key Points

• Fiduciary Management Inc. WI reduced its stake in Arrow Electronics by 0.8%, now holding approximately 1.5% of the company's shares valued at around $159.5 million.
• In a recent transaction, SVP Carine Lamercie Jean-Claude sold 2,660 shares, while CEO Sean J. Kerins increased his holdings by purchasing 8,630 shares.
• Arrow Electronics reported strong quarterly earnings with an EPS of $2.43, surpassing estimates, and anticipates a guidance of $2.160-2.360 EPS for Q3 2025.

Fiduciary Management Inc. WI reduced its stake in Arrow Electronics, Inc. (NYSE:ARW - Free Report) by 0.8% during the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned 1,536,384 shares of the technology company's stock after selling 12,541 shares during the quarter. Arrow Electronics accounts for 1.5% of Fiduciary Management Inc. WI's investment portfolio, making the stock its 29th largest position. Fiduciary Management Inc. WI owned 2.96% of Arrow Electronics worth $159,523,000 as of its most recent filing with the SEC.

Several other large investors have also recently made changes to their positions in ARW. Operose Advisors LLC purchased a new stake in shares of Arrow Electronics in the 1st quarter valued at approximately $31,000. Golden State Wealth Management LLC increased its stake 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 valued at $39,000 after purchasing an additional 200 shares during the period. Covestor Ltd raised its holdings in shares of Arrow Electronics by 14.9% in the first quarter. Covestor Ltd now owns 1,118 shares of the technology company's stock valued at $116,000 after buying an additional 145 shares during the last quarter. Exchange Traded Concepts LLC purchased a new stake in shares of Arrow Electronics in the first quarter valued at about $120,000. Finally, Lindbrook Capital LLC raised its holdings in shares of Arrow Electronics by 300.5% in the first quarter. Lindbrook Capital LLC now owns 1,550 shares of the technology company's stock valued at $161,000 after buying an additional 1,163 shares during the last quarter. 99.34% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at Arrow Electronics

In other news, CEO Sean J. Kerins bought 8,630 shares of Arrow Electronics stock in a transaction dated Friday, August 1st. The shares were acquired at an average cost of $114.91 per share, with a total value of $991,673.30. Following the completion of the transaction, the chief executive officer owned 122,408 shares in the company, valued at approximately $14,065,903.28. This trade represents a 7.58% increase in their position. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, SVP Carine Lamercie Jean-Claude sold 2,660 shares of the business's stock in a transaction on Wednesday, June 11th. The stock was sold at an average price of $124.64, for a total transaction of $331,542.40. Following the transaction, the senior vice president directly owned 17,057 shares in the company, valued at approximately $2,125,984.48. The trade was 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 insiders.

Arrow Electronics Trading Down 0.9%

Shares of NYSE:ARW traded down $1.1260 during trading on Monday, reaching $128.9440. The stock had a trading volume of 287,813 shares, compared to its average volume of 543,989. The business has a fifty day moving average price of $126.56 and a 200-day moving average price of $115.91. The company has a quick ratio of 1.07, a current ratio of 1.39 and a debt-to-equity ratio of 0.37. The stock has a market cap of $6.64 billion, a P/E ratio of 14.59, a PEG ratio of 0.62 and a beta of 1.10. Arrow Electronics, Inc. has a fifty-two week low of $86.50 and a fifty-two week high of $137.80.

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, beating analysts' consensus estimates of $2.03 by $0.40. Arrow Electronics had a net margin of 1.64% and a return on equity of 8.37%. The business had revenue of $7.58 billion during the quarter, compared to analyst estimates of $7.12 billion. During the same quarter in the previous year, the business posted $2.78 earnings per share. The company's revenue was up 10.0% on a year-over-year basis. Arrow Electronics has set its Q3 2025 guidance at 2.160-2.360 EPS. As a group, analysts anticipate that Arrow Electronics, Inc. will post 10.57 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

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

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.