Sivia Capital Partners LLC Acquires New Shares in Arrow Electronics, Inc. $ARW

Key Points

• Sivia Capital Partners LLC acquired a new stake in Arrow Electronics, purchasing 3,859 shares valued at approximately $492,000.
• Institutional investors hold a significant majority of Arrow Electronics, owning 99.34% of the company's stock, with several firms increasing their stakes during the first quarter.
• Arrow Electronics exceeded earnings expectations, reporting $2.43 EPS for the last quarter and $7.58 billion in revenue, marking a 10.0% increase year-over-year.

Sivia Capital Partners LLC acquired a new stake in Arrow Electronics, Inc. (NYSE:ARW - Free Report) in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor acquired 3,859 shares of the technology company's stock, valued at approximately $492,000.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in ARW. Alyeska Investment Group L.P. acquired a new position in Arrow Electronics in the first quarter valued at about $35,598,000. GAMMA Investing LLC grew its stake in Arrow Electronics by 31,181.6% in the first quarter. GAMMA Investing LLC now owns 269,647 shares of the technology company's stock valued at $279,970,000 after acquiring an additional 268,785 shares during the period. ARGA Investment Management LP grew its stake in Arrow Electronics by 273.3% in the first quarter. ARGA Investment Management LP now owns 293,561 shares of the technology company's stock valued at $30,480,000 after acquiring an additional 214,926 shares during the period. DnB Asset Management AS grew its stake in Arrow Electronics by 23.4% in the first quarter. DnB Asset Management AS now owns 685,051 shares of the technology company's stock valued at $71,129,000 after acquiring an additional 129,986 shares during the period. Finally, Nuveen LLC acquired a new position in Arrow Electronics in the first quarter valued at about $11,634,000. Institutional investors own 99.34% of the company's stock.

Analyst Ratings Changes

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

Insider Transactions at Arrow Electronics

In other Arrow Electronics news, CEO Sean J. Kerins acquired 8,630 shares of the company's stock in a transaction on Friday, August 1st. The shares were purchased at an average price of $114.91 per share, for a total transaction of $991,673.30. Following the completion of the purchase, the chief executive officer directly owned 122,408 shares of the company's stock, valued at approximately $14,065,903.28. This represents a 7.58% increase in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. 1.00% of the stock is owned by corporate insiders.

Arrow Electronics Price Performance

NYSE:ARW opened at $119.40 on Thursday. 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 stock's 50 day moving average price is $126.02 and its two-hundred day moving average price is $117.94. The firm has a market capitalization of $6.15 billion, a price-to-earnings ratio of 13.51, a P/E/G ratio of 0.60 and a beta of 1.09. 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 quarterly earnings data on Thursday, July 31st. The technology company reported $2.43 earnings per share (EPS) 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 analyst estimates of $7.12 billion. Arrow Electronics had a return on equity of 8.37% and a net margin of 1.64%.The business's revenue for the quarter was up 10.0% compared to the same quarter last year. During the same quarter in the prior year, the company earned $2.78 earnings per share. Arrow Electronics has set its Q3 2025 guidance at 2.160-2.360 EPS. On average, analysts anticipate that Arrow Electronics, Inc. will post 10.57 earnings per share for the current year.

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.

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