Mitsubishi UFJ Trust & Banking Corp Trims Stock Position in Arrow Electronics, Inc. $ARW

Key Points

• Mitsubishi UFJ Trust & Banking cut its stake in Arrow Electronics by 60.4% in Q4, selling 38,923 shares and leaving it with 25,539 shares valued at about $2.81 million.
• Multiple firms (including Truist, Zacks, Wall Street Zen and Weiss) have upgraded ARW recently—Truist raised its target to $183—but MarketBeat's average rating remains "Hold" with an average price target of $136 while the stock trades near $184.
• Arrow beat Q4 estimates with $4.39 EPS (vs. $3.55 est.) and $8.75B revenue (vs. $8.16B), and gave Q1 2026 EPS guidance of 2.130–2.330, though insiders have been net sellers (about 19,199 shares worth ~$3.01M in the past 90 days).

Mitsubishi UFJ Trust & Banking Corp cut its stake in shares of Arrow Electronics, Inc. (NYSE:ARW - Free Report) by 60.4% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 25,539 shares of the technology company's stock after selling 38,923 shares during the period. Mitsubishi UFJ Trust & Banking Corp's holdings in Arrow Electronics were worth $2,814,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in ARW. Root Financial Partners LLC purchased a new stake in Arrow Electronics during the 3rd quarter valued at approximately $26,000. Winnow Wealth LLC acquired a new position in Arrow Electronics during the 3rd quarter worth approximately $26,000. Advisory Services Network LLC acquired a new position in Arrow Electronics during the 3rd quarter worth approximately $31,000. Quarry LP acquired a new position in Arrow Electronics during the 3rd quarter worth approximately $33,000. Finally, Geneos Wealth Management Inc. increased its position in Arrow Electronics by 68.1% during the 1st quarter. Geneos Wealth Management Inc. now owns 353 shares of the technology company's stock worth $37,000 after purchasing an additional 143 shares during the period. 99.34% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

ARW has been the topic of several recent analyst reports. Truist Financial upgraded Arrow Electronics from a "hold" rating to a "buy" rating and boosted their target price for the stock from $148.00 to $183.00 in a research report on Monday, April 13th. Wells Fargo & Company boosted their target price on Arrow Electronics from $94.00 to $115.00 and gave the stock an "underweight" rating in a research report on Friday, February 6th. Wall Street Zen upgraded Arrow Electronics from a "hold" rating to a "buy" rating in a research report on Saturday, February 7th. Zacks Research upgraded Arrow Electronics from a "hold" rating to a "strong-buy" rating in a research report on Monday, February 9th. Finally, Weiss Ratings upgraded Arrow Electronics from a "hold (c+)" rating to a "buy (b-)" rating in a research report on Thursday, February 26th. One analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating and two have issued a Sell rating to the stock. Based on data from MarketBeat.com, Arrow Electronics currently has an average rating of "Hold" and an average price target of $136.00.

Arrow Electronics Stock Performance

ARW opened at $184.27 on Monday. The stock has a market cap of $9.41 billion, a P/E ratio of 16.84, a P/E/G ratio of 0.89 and a beta of 1.16. The company has a debt-to-equity ratio of 0.46, a current ratio of 1.36 and a quick ratio of 1.09. The stock's 50 day simple moving average is $155.43 and its 200 day simple moving average is $132.18. Arrow Electronics, Inc. has a 1-year low of $101.79 and a 1-year high of $193.67.

Arrow Electronics (NYSE:ARW - Get Free Report) last released its quarterly earnings results on Thursday, February 5th. The technology company reported $4.39 earnings per share for the quarter, topping analysts' consensus estimates of $3.55 by $0.84. The business had revenue of $8.75 billion for the quarter, compared to analysts' expectations of $8.16 billion. Arrow Electronics had a return on equity of 9.01% and a net margin of 1.85%.The company's revenue was up 20.1% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $2.97 EPS. Arrow Electronics has set its Q1 2026 guidance at 2.130-2.330 EPS. As a group, equities analysts anticipate that Arrow Electronics, Inc. will post 13.59 EPS for the current fiscal year.

Insider Transactions at Arrow Electronics

In related news, insider Richard John Marano sold 2,500 shares of the company's stock in a transaction that occurred 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 in the company, valued at $3,742,590.72. This represents a 9.40% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, insider Eric Nowak sold 12,699 shares of the company's stock in a transaction that occurred on Wednesday, February 11th. The stock was sold at an average price of $157.09, for a total value of $1,994,885.91. Following the completion of the sale, the insider owned 43,509 shares in the company, valued at approximately $6,834,828.81. This represents a 22.59% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 19,199 shares of company stock worth $3,009,786. 0.80% of the stock is currently owned by insiders.

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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