Insider Selling: Arrow Electronics (NYSE:ARW) SVP Sells $626,600.00 in Stock

February 13, 2026 by InsiderTrades.com

Key Points

Insider sales: Eric Nowak sold 12,699 shares at $157.09 for roughly $1.995M, cutting his position by 22.59% to 43,509 shares, and SVP Carine Lamercie sold 4,000 shares at about $156.65 — sizable, disclosed sales that may weigh on near‑term sentiment.
Solid quarterly results but mixed analyst view: Arrow beat Q4 estimates with $4.39 EPS and $8.75B revenue and set Q1 2026 EPS guidance of 2.13–2.33, prompting some upgrades (e.g., Zacks to strong‑buy) while the MarketBeat consensus remains a "Hold" with a $124.33 price target.

Arrow Electronics, Inc. (NYSE:ARW - Get Free Report) SVP Carine Lamercie Jean-Claude sold 4,000 shares of the firm'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 transaction of $626,600.00. Following the completion of the transaction, the senior vice president directly owned 16,261 shares of the company's stock, valued at approximately $2,547,285.65. This trade represents a 19.74% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website.

Arrow Electronics Trading Down 1.4%

NYSE:ARW opened at $155.66 on Friday. Arrow Electronics, Inc. has a 1 year low of $86.50 and a 1 year high of $160.63. The stock's fifty day moving average price is $121.47 and its two-hundred day moving average price is $119.73. The company has a debt-to-equity ratio of 0.46, a current ratio of 1.36 and a quick ratio of 1.09. The company has a market cap of $8.02 billion, a P/E ratio of 14.23, a P/E/G ratio of 0.79 and a beta of 1.04.

Arrow Electronics (NYSE:ARW - Get Free Report) last released its quarterly earnings data on Thursday, February 5th. The technology company reported $4.39 earnings per share (EPS) for the quarter, beating 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 analyst estimates of $8.16 billion. During the same period in the previous year, the company posted $2.97 EPS. The firm's revenue for the quarter 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. As a group, analysts expect that Arrow Electronics, Inc. will post 10.57 EPS for the current year.

Analysts Set New Price Targets

Several equities analysts recently commented on ARW shares. Wells Fargo & Company boosted their price objective on shares of Arrow Electronics from $94.00 to $115.00 and gave the company an "underweight" rating in a research note on Friday, February 6th. Truist Financial boosted their price target on shares of Arrow Electronics from $120.00 to $148.00 and gave the company a "hold" rating in a research report on Friday, February 6th. Wall Street Zen upgraded Arrow Electronics from a "hold" rating to a "buy" rating in a research report on Saturday, February 7th. Finally, Zacks Research upgraded Arrow Electronics from a "hold" rating to a "strong-buy" rating in a research note on Monday. One investment analyst has rated the stock with a Strong Buy rating, two have issued a Hold rating and two have given a Sell rating to the company's stock. According to data from MarketBeat.com, the stock has a consensus rating of "Hold" and a consensus target price of $124.33.

Read Our Latest Stock Analysis on ARW

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Root Financial Partners LLC purchased a new stake in Arrow Electronics during the third quarter valued at about $26,000. Winnow Wealth LLC purchased a new position in shares of Arrow Electronics during the 3rd quarter valued at about $26,000. Northwestern Mutual Wealth Management Co. lifted its position in Arrow Electronics by 112.0% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 248 shares of the technology company's stock worth $27,000 after buying an additional 131 shares during the last quarter. Advisory Services Network LLC purchased a new stake in Arrow Electronics in the third quarter worth approximately $31,000. Finally, Quarry LP bought a new position in Arrow Electronics during the third quarter valued at approximately $33,000. 99.34% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about Arrow Electronics

Here are the key news stories impacting Arrow Electronics this week:

Positive Sentiment: Zacks upgraded ARW from a "hold" to a "strong-buy," which can attract momentum and retail/institutional interest. Zacks upgrade
Positive Sentiment: Zacks research also highlighted ARW as a top-ranked momentum stock and separately as a strong value pick — these favorable style scores support continued investor interest in multiple investor communities. Momentum article Value article
Positive Sentiment: Recently reported quarterly results (Feb 5) beat EPS and revenue estimates and management gave Q1 guidance — a fundamental positive that underpins the stock’s higher valuation compared with last year. (No link provided in the feed.)
Neutral Sentiment: Implied volatility in ARW options is surging, signaling increased trader uncertainty and higher option premiums — this raises hedging costs and can amplify short-term price swings. Implied volatility article
Negative Sentiment: Two insiders sold stock on Feb 11: SVP Carine Lamercie Jean‑Claude sold 4,000 shares at ~$156.65 and insider Eric Nowak sold 12,699 shares at ~$157.09 — sizable, disclosed sales that can be read as signal-taking or diversification and may weigh on near-term sentiment. Carine Lamercie Form 4 Eric Nowak Form 4
Negative Sentiment: TipRanks flagged rising legal, regulatory, and IP risks in ARW’s disclosures — new regulatory or IP exposure can increase potential liabilities and investor caution. TipRanks risk disclosure
Negative Sentiment: An aggregate analyst snapshot referenced in the feed shows an average rating of "Reduce," which can pressure the stock if investors follow sell/underweight recommendations. Analyst ratings summary

About Arrow Electronics

(Get Free Report)

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.