Quantbot Technologies LP Takes $1.59 Million Position in Arrow Electronics, Inc. $ARW

Key Points

• Quantbot Technologies LP has acquired a new stake in Arrow Electronics, purchasing 15,301 shares valued at approximately $1,589,000 during the first quarter.
• During the same period, several large investors significantly increased their stakes in Arrow Electronics, with Bank of America Corp DE boosting its holdings by 163.7%.
• Arrow Electronics reported better-than-expected earnings of $2.43 per share for the last quarter, exceeding analysts' estimates of $2.03, and its revenue increased by 10% year-over-year.

Quantbot Technologies LP acquired a new stake in Arrow Electronics, Inc. (NYSE:ARW - Free Report) during the first quarter, according to its most recent disclosure with the SEC. The institutional investor acquired 15,301 shares of the technology company's stock, valued at approximately $1,589,000.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in ARW. Raymond James Financial Inc. acquired a new position in Arrow Electronics in the 4th quarter valued at $5,137,000. Mariner LLC grew its position in shares of Arrow Electronics by 15.4% during the 4th quarter. Mariner LLC now owns 5,342 shares of the technology company's stock worth $604,000 after purchasing an additional 711 shares in the last quarter. Guggenheim Capital LLC grew its position in shares of Arrow Electronics by 39.9% during the 4th quarter. Guggenheim Capital LLC now owns 3,376 shares of the technology company's stock worth $382,000 after purchasing an additional 963 shares in the last quarter. MetLife Investment Management LLC grew its position in shares of Arrow Electronics by 8.3% during the 4th quarter. MetLife Investment Management LLC now owns 29,642 shares of the technology company's stock worth $3,353,000 after purchasing an additional 2,275 shares in the last quarter. Finally, MML Investors Services LLC grew its position in shares of Arrow Electronics by 12.0% during the 4th quarter. MML Investors Services LLC now owns 14,717 shares of the technology company's stock worth $1,665,000 after purchasing an additional 1,575 shares in the last quarter. 99.34% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

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

Arrow Electronics Price Performance

Shares of ARW traded up $0.72 during trading hours on Wednesday, hitting $127.73. 310,887 shares of the company were exchanged, compared to its average volume of 544,265. The company has a market cap of $6.58 billion, a price-to-earnings ratio of 14.45, a P/E/G ratio of 0.61 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. 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 firm's fifty day moving average is $126.70 and its 200 day moving average is $116.14.

Arrow Electronics (NYSE:ARW - Get Free Report) last released its quarterly earnings data 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 business had revenue of $7.58 billion for the quarter, compared to analyst estimates of $7.12 billion. Arrow Electronics had a return on equity of 8.37% and a net margin of 1.64%.Arrow Electronics's revenue was up 10.0% compared to the same quarter last year. During the same period last year, the firm posted $2.78 earnings per share. Arrow Electronics has set its Q3 2025 guidance at 2.160-2.360 EPS. On average, equities analysts anticipate that Arrow Electronics, Inc. will post 10.57 earnings per share for the current fiscal year.

Insider Activity

In related news, SVP Carine Lamercie Jean-Claude sold 2,660 shares of the firm's stock in a transaction dated Wednesday, June 11th. The stock was sold at an average price of $124.64, for a total value of $331,542.40. Following the sale, the senior vice president directly owned 17,057 shares of the company's stock, valued at $2,125,984.48. This trade represents a 13.49% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, CEO Sean J. Kerins acquired 8,630 shares of the company's stock in a transaction that occurred on Friday, August 1st. The stock was bought at an average cost of $114.91 per share, with a total value of $991,673.30. Following the purchase, the chief executive officer 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. Company insiders own 0.80% of the company's stock.

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.