Fiduciary Management Inc. WI Sells 88,316 Shares of Arrow Electronics, Inc. $ARW

Fiduciary Management Inc. WI trimmed its stake in Arrow Electronics, Inc. (NYSE:ARW - Free Report) by 5.2% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 1,604,380 shares of the technology company's stock after selling 88,316 shares during the quarter. Arrow Electronics accounts for 1.9% of Fiduciary Management Inc. WI's portfolio, making the stock its 16th biggest holding. Fiduciary Management Inc. WI owned about 3.11% of Arrow Electronics worth $176,771,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors also recently modified their holdings of ARW. Vanguard Group Inc. boosted its position in shares of Arrow Electronics by 0.6% during the fourth quarter. Vanguard Group Inc. now owns 6,122,857 shares of the technology company's stock valued at $674,616,000 after buying an additional 37,417 shares during the last quarter. ACR Alpine Capital Research LLC boosted its position in shares of Arrow Electronics by 42.6% during the fourth quarter. ACR Alpine Capital Research LLC now owns 3,445,593 shares of the technology company's stock valued at $379,635,000 after buying an additional 1,028,778 shares during the last quarter. AQR Capital Management LLC boosted its position in shares of Arrow Electronics by 37.7% during the third quarter. AQR Capital Management LLC now owns 3,185,582 shares of the technology company's stock valued at $384,818,000 after buying an additional 871,585 shares during the last quarter. Earnest Partners LLC boosted its position in shares of Arrow Electronics by 0.3% during the third quarter. Earnest Partners LLC now owns 1,479,482 shares of the technology company's stock valued at $179,017,000 after buying an additional 5,068 shares during the last quarter. Finally, Geode Capital Management LLC boosted its position in shares of Arrow Electronics by 0.8% during the fourth quarter. Geode Capital Management LLC now owns 1,081,122 shares of the technology company's stock valued at $119,928,000 after buying an additional 8,276 shares during the last quarter. 99.34% of the stock is owned by hedge funds and other institutional investors.

Arrow Electronics Stock Down 2.4%

ARW stock opened at $219.11 on Friday. Arrow Electronics, Inc. has a fifty-two week low of $101.79 and a fifty-two week high of $233.30. The business's 50-day moving average is $187.02 and its two-hundred day moving average is $148.12. The company has a debt-to-equity ratio of 0.35, a quick ratio of 1.02 and a current ratio of 1.24. The company has a market cap of $11.20 billion, a price-to-earnings ratio of 15.67 and a beta of 1.19.

Arrow Electronics (NYSE:ARW - Get Free Report) last posted its earnings results on Thursday, May 7th. The technology company reported $5.22 earnings per share for the quarter, beating analysts' consensus estimates of $2.92 by $2.30. Arrow Electronics had a return on equity of 11.40% and a net margin of 2.17%.The company had revenue of $9.47 billion for the quarter, compared to the consensus estimate of $8.39 billion. During the same quarter in the prior year, the company earned $1.80 earnings per share. Arrow Electronics's revenue was up 39.0% on a year-over-year basis. Arrow Electronics has set its Q2 2026 guidance at 4.32-4.520 EPS. As a group, analysts forecast that Arrow Electronics, Inc. will post 19.15 earnings per share for the current year.

Arrow Electronics declared that its board has approved a stock repurchase program on Wednesday, May 13th that authorizes the company to repurchase $1.00 billion in outstanding shares. This repurchase authorization authorizes the technology company to buy up to 9.7% of its shares through open market purchases. Shares repurchase programs are typically a sign that the company's leadership believes its shares are undervalued.

Insider Activity

In other news, insider Eric Nowak sold 3,473 shares of the firm's stock in a transaction dated Wednesday, May 20th. The stock was sold at an average price of $210.99, for a total value of $732,768.27. Following the transaction, the insider owned 48,835 shares of the company's stock, valued at $10,303,696.65. This trade represents a 6.64% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, SVP Carine Lamercie Jean-Claude sold 3,000 shares of the firm's stock in a transaction dated Friday, May 22nd. The stock was sold at an average price of $216.00, for a total value of $648,000.00. Following the completion of the transaction, the senior vice president directly owned 12,626 shares in the company, valued at $2,727,216. This trade represents a 19.20% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.80% of the stock is owned by company insiders.

Analysts Set New Price Targets

Several research firms recently commented on ARW. Wells Fargo & Company increased their price objective on Arrow Electronics from $140.00 to $165.00 and gave the company an "underweight" rating in a research report on Friday, May 8th. Truist Financial increased their price objective on Arrow Electronics from $240.00 to $260.00 and gave the company a "buy" rating in a research report on Thursday. Zacks Research raised Arrow Electronics from a "hold" rating to a "strong-buy" rating in a research report on Monday, February 9th. Raymond James Financial reissued an "outperform" rating and issued a $220.00 target price on shares of Arrow Electronics in a report on Friday, May 8th. Finally, Weiss Ratings reissued a "buy (b-)" rating on shares of Arrow Electronics in a report on Tuesday, May 26th. One research 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 stock. According to data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus target price of $219.50.

About Arrow Electronics

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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