Zacks Research Issues Optimistic Outlook for ARW Earnings

Key Points

• Zacks Research has raised its Q3 2026 earnings per share (EPS) estimate for Arrow Electronics from $3.07 to $3.82, with a current full-year EPS consensus of $10.57.
• Bank of America has increased its target price for Arrow Electronics from $105 to $110, while Wall Street analysts' ratings include one Buy, one Hold, and two Sell recommendations.
• Arrow Electronics reported a Q2 EPS of $2.43, exceeding the consensus estimate of $2.03, and achieved revenue of $7.58 billion, surpassing estimates by $460 million.

Arrow Electronics, Inc. (NYSE:ARW - Free Report) - Analysts at Zacks Research increased their Q3 2026 EPS estimates for Arrow Electronics in a research note issued to investors on Wednesday, August 20th. Zacks Research analyst Team now expects that the technology company will post earnings of $3.82 per share for the quarter, up from their previous forecast of $3.07. The consensus estimate for Arrow Electronics' current full-year earnings is $10.57 per share.

Other analysts also recently issued reports about the stock. Bank of America boosted 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 shares of Arrow Electronics from a "hold" rating to a "buy" rating in a research report on Saturday, July 26th. One 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.com, Arrow Electronics currently has an average rating of "Reduce" and a consensus price target of $115.75.

Arrow Electronics Stock Performance

ARW stock opened at $129.9480 on Monday. 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 company has a market capitalization of $6.69 billion, a price-to-earnings ratio of 14.70, a P/E/G ratio of 0.62 and a beta of 1.10. Arrow Electronics has a 12 month low of $86.50 and a 12 month high of $137.80. The firm has a 50 day moving average of $126.56 and a two-hundred day moving average of $115.91.

Arrow Electronics (NYSE:ARW - Get Free Report) last posted its earnings results on Thursday, July 31st. The technology company reported $2.43 EPS for the quarter, topping the consensus estimate of $2.03 by $0.40. The company had revenue of $7.58 billion during the quarter, compared to the consensus estimate of $7.12 billion. Arrow Electronics had a net margin of 1.64% and a return on equity of 8.37%. The company's revenue for the quarter was up 10.0% compared to the same quarter last year. During the same period in the previous year, the firm posted $2.78 earnings per share. Arrow Electronics has set its Q3 2025 guidance at 2.160-2.360 EPS.

Institutional Trading of Arrow Electronics

A number of hedge funds have recently bought and sold shares of ARW. ACR Alpine Capital Research LLC boosted its holdings in Arrow Electronics by 2,391.7% in the 2nd quarter. ACR Alpine Capital Research LLC now owns 2,156,373 shares of the technology company's stock valued at $274,787,000 after purchasing an additional 2,069,832 shares during the period. AQR Capital Management LLC boosted its holdings in Arrow Electronics by 130.9% in the 2nd quarter. AQR Capital Management LLC now owns 2,313,997 shares of the technology company's stock valued at $294,873,000 after purchasing an additional 1,311,972 shares during the period. Bank of America Corp DE boosted its holdings in Arrow Electronics by 163.7% in the 4th quarter. Bank of America Corp DE now owns 1,176,527 shares of the technology company's stock valued at $133,089,000 after purchasing an additional 730,408 shares during the period. Oppenheimer Asset Management Inc. boosted its holdings in Arrow Electronics by 7,460.8% in the 2nd quarter. Oppenheimer Asset Management Inc. now owns 369,498 shares of the technology company's stock valued at $47,085,000 after purchasing an additional 364,611 shares during the period. Finally, Alyeska Investment Group L.P. bought a new stake in Arrow Electronics in the 1st quarter valued at $35,598,000. 99.34% of the stock is owned by institutional investors.

Insider Buying and Selling at Arrow Electronics

In related news, SVP Carine Lamercie Jean-Claude sold 2,660 shares of the company's stock in a transaction on Wednesday, June 11th. The shares were sold at an average price of $124.64, for a total transaction of $331,542.40. Following the completion of the sale, the senior vice president directly owned 17,057 shares of the company's stock, valued at approximately $2,125,984.48. This represents a 13.49% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Sean J. Kerins purchased 8,630 shares of Arrow Electronics stock in a transaction 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 completion of the acquisition, the chief executive officer owned 122,408 shares in the company, valued at approximately $14,065,903.28. This trade represents a 7.58% increase in their ownership of the stock. The disclosure for this purchase can be found here. 0.80% of the stock is currently owned by corporate insiders.

About Arrow Electronics

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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