Tudor Investment Corp ET AL Buys 193,662 Shares of Arlo Technologies, Inc. $ARLO

Key Points

• Tudor Investment Corp boosted its stake in Arlo by 375.1%, buying 193,662 shares to hold 245,288 shares (about 0.23% of the company) worth roughly $4.16 million.
• Arlo beat estimates with quarterly EPS of $0.22 (consensus $0.16) and revenue of $141.3M (+16.2% YoY), and set Q1 2026 EPS guidance of $0.170–$0.230.
• The board approved a $50.0 million share buyback (up to 3.1% of shares) even as insiders sold 842,522 shares (~$11.3M) over the last quarter, presenting mixed signals on insider sentiment.

Tudor Investment Corp ET AL boosted its stake in shares of Arlo Technologies, Inc. (NYSE:ARLO - Free Report) by 375.1% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 245,288 shares of the company's stock after acquiring an additional 193,662 shares during the quarter. Tudor Investment Corp ET AL owned 0.23% of Arlo Technologies worth $4,158,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Smartleaf Asset Management LLC grew its holdings in shares of Arlo Technologies by 86.0% in the 3rd quarter. Smartleaf Asset Management LLC now owns 1,616 shares of the company's stock worth $28,000 after purchasing an additional 747 shares during the last quarter. Quarry LP lifted its holdings in Arlo Technologies by 42.0% during the 3rd quarter. Quarry LP now owns 2,649 shares of the company's stock valued at $45,000 after purchasing an additional 783 shares during the last quarter. Strs Ohio acquired a new position in Arlo Technologies in the first quarter valued at about $66,000. Quadrant Capital Group LLC acquired a new position in Arlo Technologies in the third quarter valued at about $86,000. Finally, EverSource Wealth Advisors LLC grew its stake in Arlo Technologies by 1,682.9% during the second quarter. EverSource Wealth Advisors LLC now owns 5,616 shares of the company's stock worth $95,000 after buying an additional 5,301 shares during the last quarter. Institutional investors and hedge funds own 83.18% of the company's stock.

Arlo Technologies Stock Performance

ARLO opened at $14.75 on Thursday. The company has a fifty day moving average price of $13.25 and a two-hundred day moving average price of $14.92. Arlo Technologies, Inc. has a 52 week low of $7.84 and a 52 week high of $19.94. The firm has a market capitalization of $1.58 billion, a PE ratio of 113.43 and a beta of 1.65.

Arlo Technologies (NYSE:ARLO - Get Free Report) last posted its quarterly earnings results on Thursday, February 26th. The company reported $0.22 earnings per share for the quarter, beating analysts' consensus estimates of $0.16 by $0.06. Arlo Technologies had a return on equity of 10.76% and a net margin of 2.82%.The company had revenue of $141.30 million for the quarter, compared to the consensus estimate of $135.57 million. During the same quarter in the prior year, the business posted $0.10 EPS. The firm's quarterly revenue was up 16.2% on a year-over-year basis. Arlo Technologies has set its Q1 2026 guidance at 0.170-0.230 EPS. Equities analysts forecast that Arlo Technologies, Inc. will post -0.29 EPS for the current year.

Arlo Technologies announced that its Board of Directors has approved a stock buyback plan on Wednesday, March 4th that permits the company to repurchase $50.00 million in shares. This repurchase authorization permits the company to reacquire up to 3.1% of its shares through open market purchases. Shares repurchase plans are usually a sign that the company's board believes its shares are undervalued.

Analyst Ratings Changes

A number of research analysts have recently issued reports on ARLO shares. Weiss Ratings upgraded shares of Arlo Technologies from a "sell (d+)" rating to a "hold (c-)" rating in a research note on Friday, March 6th. Zacks Research lowered Arlo Technologies from a "strong-buy" rating to a "hold" rating in a research report on Tuesday, January 6th. Three investment analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock has an average rating of "Moderate Buy" and a consensus target price of $23.33.

Insider Buying and Selling at Arlo Technologies

In other Arlo Technologies news, CFO Kurtis Joseph Binder sold 179,419 shares of the firm's stock in a transaction dated Thursday, March 12th. The stock was sold at an average price of $13.78, for a total transaction of $2,472,393.82. Following the transaction, the chief financial officer owned 614,885 shares in the company, valued at approximately $8,473,115.30. This trade represents a 22.59% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, General Counsel Brian Busse sold 31,407 shares of the business's stock in a transaction dated Friday, February 6th. The stock was sold at an average price of $12.29, for a total value of $385,992.03. Following the transaction, the general counsel owned 552,850 shares of the company's stock, valued at $6,794,526.50. The trade was a 5.38% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 842,522 shares of company stock valued at $11,321,821. 5.20% of the stock is currently owned by company insiders.

About Arlo Technologies

Arlo Technologies, Inc NYSE: ARLO is a provider of smart home security products and services designed for residential and small business customers. The company offers a portfolio of wireless and Wi-Fi-enabled security cameras, video doorbells, smart lighting solutions, and associated accessories. Arlo integrates advanced video analytics, motion detection, cloud storage, and two-way audio capabilities to deliver end-to-end security and monitoring solutions accessible through mobile applications and web interfaces.

Founded as a division of Netgear, Inc in 2014 and spun off as an independent public company in 2018, Arlo Technologies has established a presence in North America, Europe, Australia and parts of Asia.

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