Polaris Capital Management LLC Sells 41,500 Shares of Arrow Electronics, Inc. $ARW

Key Points

• Polaris Capital trimmed its stake in Arrow Electronics by 12.3%, selling 41,500 shares and now holding 295,403 shares (~0.57% of the company) worth about $32.55 million, making ARW 2.7% of Polaris’s portfolio (its 11th-largest position).
• Arrow beat Q4 estimates, reporting $4.39 EPS vs. $3.55 expected and $8.75 billion in revenue (up 20.1% year-over-year), and set Q1 2026 guidance of $2.13–$2.33 EPS.
• The stock trades near $187 (close to its 12-month high) and is ~99.34% institutionally owned, while analysts remain mixed—consensus is a Hold with an average target of $136 despite several recent upgrades.

Polaris Capital Management LLC trimmed its holdings in Arrow Electronics, Inc. (NYSE:ARW - Free Report) by 12.3% in the 4th quarter, according to its most recent filing with the SEC. The institutional investor owned 295,403 shares of the technology company's stock after selling 41,500 shares during the quarter. Arrow Electronics comprises approximately 2.7% of Polaris Capital Management LLC's portfolio, making the stock its 11th biggest position. Polaris Capital Management LLC owned about 0.57% of Arrow Electronics worth $32,548,000 as of its most recent SEC filing.

Several other large investors also recently bought and sold shares of ARW. AQR Capital Management LLC boosted its position in Arrow Electronics by 37.7% in the third quarter. AQR Capital Management LLC now owns 3,185,582 shares of the technology company's stock worth $384,818,000 after purchasing an additional 871,585 shares during the last quarter. Envestnet Asset Management Inc. boosted its position in Arrow Electronics by 197.2% in the third quarter. Envestnet Asset Management Inc. now owns 458,036 shares of the technology company's stock worth $55,422,000 after purchasing an additional 303,942 shares during the last quarter. ACR Alpine Capital Research LLC boosted its position in Arrow Electronics by 12.1% in the third quarter. ACR Alpine Capital Research LLC now owns 2,416,815 shares of the technology company's stock worth $292,435,000 after purchasing an additional 260,442 shares during the last quarter. Vanguard Group Inc. boosted its position in Arrow Electronics by 3.5% in the third quarter. Vanguard Group Inc. now owns 6,085,440 shares of the technology company's stock worth $736,338,000 after purchasing an additional 204,024 shares during the last quarter. Finally, Algert Global LLC boosted its position in Arrow Electronics by 1,182.9% in the third quarter. Algert Global LLC now owns 142,660 shares of the technology company's stock worth $17,262,000 after purchasing an additional 131,540 shares during the last quarter. 99.34% of the stock is currently owned by institutional investors.

Arrow Electronics Stock Down 0.0%

NYSE ARW opened at $187.42 on Friday. The stock's 50 day moving average is $152.85 and its 200 day moving average is $130.04. The company has a current ratio of 1.36, a quick ratio of 1.09 and a debt-to-equity ratio of 0.46. Arrow Electronics, Inc. has a 12 month low of $101.79 and a 12 month high of $190.07. The stock has a market cap of $9.57 billion, a PE ratio of 17.13, a P/E/G ratio of 0.91 and a beta of 1.00.

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

Insiders Place Their Bets

In other Arrow Electronics news, CEO William F. Austen purchased 3,960 shares of the stock in a transaction that occurred on Thursday, February 19th. The shares were bought at an average cost of $151.87 per share, with a total value of $601,405.20. Following the acquisition, the chief executive officer owned 44,722 shares in the company, valued at approximately $6,791,930.14. This trade represents a 9.71% increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, SVP Carine Lamercie Jean-Claude sold 4,000 shares of the business's stock in a transaction that occurred on Wednesday, February 11th. The stock was sold at an average price of $156.65, for a total value of $626,600.00. Following the completion of the transaction, the senior vice president directly owned 16,261 shares in the company, valued at approximately $2,547,285.65. This represents a 19.74% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 19,199 shares of company stock valued at $3,009,786 in the last 90 days. 0.80% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

Several research analysts have issued reports on ARW shares. Truist Financial raised Arrow Electronics from a "hold" rating to a "buy" rating and raised their target price for the stock from $148.00 to $183.00 in a research report on Monday, April 13th. Wells Fargo & Company raised 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 raised Arrow Electronics from a "hold" rating to a "buy" rating in a research report on Saturday, February 7th. Zacks Research raised Arrow Electronics from a "hold" rating to a "strong-buy" rating in a research report on Monday, February 9th. Finally, Weiss Ratings raised Arrow Electronics from a "hold (c+)" rating to a "buy (b-)" rating in a research report on Thursday, February 26th. One investment analyst has rated the stock with a Strong Buy rating, two have given a Buy rating and two have issued a Sell rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of "Hold" and an average target price of $136.00.

Arrow Electronics Company 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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