Arrow Electronics, Inc. $ARW Shares Acquired by Hotchkis & Wiley Capital Management LLC

Key Points

• Hotchkis & Wiley Capital Management LLC increased its holdings in Arrow Electronics by 1.7%, now owning 369,940 shares worth approximately $38.4 million as of the latest SEC filing.
• Arrow Electronics reported earnings per share of $2.43 for the last quarter, exceeding estimates, with revenues of $7.58 billion, marking a 10% year-over-year increase.
• Analysts have mixed ratings on Arrow Electronics, with one upgrade to a "buy" and two "sell" ratings, reflecting diverse expectations for the company's future performance.

Hotchkis & Wiley Capital Management LLC increased its holdings in Arrow Electronics, Inc. (NYSE:ARW - Free Report) by 1.7% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 369,940 shares of the technology company's stock after purchasing an additional 6,293 shares during the period. Hotchkis & Wiley Capital Management LLC owned 0.71% of Arrow Electronics worth $38,411,000 as of its most recent SEC filing.

A number of other large investors also recently added to or reduced their stakes in ARW. Bank of America Corp DE lifted its holdings in Arrow Electronics by 163.7% in the 4th quarter. Bank of America Corp DE now owns 1,176,527 shares of the technology company's stock worth $133,089,000 after purchasing an additional 730,408 shares in the last quarter. GAMMA Investing LLC raised its holdings in shares of Arrow Electronics by 31,181.6% during the 1st quarter. GAMMA Investing LLC now owns 269,647 shares of the technology company's stock worth $279,970,000 after acquiring an additional 268,785 shares in the last quarter. ARGA Investment Management LP raised its holdings in shares of Arrow Electronics by 273.3% during the 1st quarter. ARGA Investment Management LP now owns 293,561 shares of the technology company's stock worth $30,480,000 after acquiring an additional 214,926 shares in the last quarter. Tidal Investments LLC raised its holdings in shares of Arrow Electronics by 1,666.9% during the 4th quarter. Tidal Investments LLC now owns 127,620 shares of the technology company's stock worth $14,436,000 after acquiring an additional 120,397 shares in the last quarter. Finally, Nuveen LLC purchased a new stake in shares of Arrow Electronics during the 1st quarter worth approximately $11,634,000. 99.34% of the stock is owned by hedge funds and other institutional investors.

Arrow Electronics Trading Up 0.9%

Shares of NYSE ARW traded up $1.09 during trading hours on Wednesday, hitting $128.10. 523,157 shares of the company traded hands, compared to its average volume of 545,647. The stock has a market capitalization of $6.60 billion, a price-to-earnings ratio of 14.49, a price-to-earnings-growth ratio of 0.61 and a beta of 1.10. The company has a current ratio of 1.39, a quick ratio of 1.07 and a debt-to-equity ratio of 0.37. The company's 50 day moving average price is $126.70 and its 200 day moving average price is $116.14. Arrow Electronics, Inc. has a 12 month low of $86.50 and a 12 month high of $137.80.

Arrow Electronics (NYSE:ARW - Get Free Report) last released its earnings results on Thursday, July 31st. The technology company reported $2.43 earnings per share for the quarter, beating the consensus estimate of $2.03 by $0.40. The firm had revenue of $7.58 billion for the quarter, compared to the consensus estimate of $7.12 billion. Arrow Electronics had a return on equity of 8.37% and a net margin of 1.64%.The company's revenue for the quarter was up 10.0% compared to the same quarter last year. During the same quarter in the previous year, the company posted $2.78 EPS. Arrow Electronics has set its Q3 2025 guidance at 2.160-2.360 EPS. On average, equities research analysts anticipate that Arrow Electronics, Inc. will post 10.57 earnings per share for the current fiscal year.

Insider Buying and Selling at Arrow Electronics

In other news, SVP Carine Lamercie Jean-Claude sold 2,660 shares of the 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 owned 17,057 shares of the company's stock, valued at approximately $2,125,984.48. This represents a 13.49% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Sean J. Kerins acquired 8,630 shares of the firm's stock in a transaction that occurred on Friday, August 1st. The shares were bought at an average price of $114.91 per share, with a total value of $991,673.30. Following the completion of the purchase, the chief executive officer directly owned 122,408 shares in the company, valued at $14,065,903.28. The trade was a 7.58% increase in their ownership of the stock. The disclosure for this purchase can be found here. Corporate insiders own 0.80% of the company's stock.

Analyst Ratings Changes

Several brokerages have recently issued reports on ARW. Wall Street Zen raised Arrow Electronics from a "hold" rating to a "buy" rating in a report on Saturday, July 26th. Bank of America boosted their target price on Arrow Electronics from $105.00 to $110.00 and gave the company an "underperform" rating in a research report on Monday, June 9th. One analyst has rated the stock with a Buy rating, one has given a Hold rating and two have issued a Sell rating to the company's stock. Based on data from MarketBeat.com, the company presently has an average rating of "Reduce" and an average target price 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.