Key Points
- Insider transaction: Arrow Electronics SVP Carine Jean-Claude sold 1,000 shares for approximately $209,850, reducing her direct holdings by 7.92% to 11,626 shares.
- Financial performance: Arrow reported quarterly EPS of $5.45, beating estimates by $1.00, while revenue rose 31.8% year over year to $9.99 billion. The company issued third-quarter 2026 EPS guidance of $4.83–$5.03.
- Shareholder outlook: The board authorized a $1 billion share-repurchase program covering up to 9.7% of outstanding shares. Analysts maintain a consensus “Moderate Buy” rating with an average price target of $233.25, above the reported $216.34 opening price.
Arrow Electronics, Inc. (NYSE:ARW - Get Free Report) SVP Carine Jean-Claude sold 1,000 shares of the business's stock in a transaction on Thursday, September 3rd. The shares were sold at an average price of $209.85, for a total transaction of $209,850.00. Following the transaction, the senior vice president directly owned 11,626 shares of the company's stock, valued at approximately $2,439,716.10. This trade represents a 7.92% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at the SEC website.
Arrow Electronics Stock Up 2.6%
ARW stock opened at $216.34 on Friday. The stock has a market cap of $11.01 billion, a PE ratio of 13.82, a price-to-earnings-growth ratio of 0.31 and a beta of 1.19. The firm's 50-day simple moving average is $209.12 and its 200 day simple moving average is $190.86. Arrow Electronics, Inc. has a fifty-two week low of $101.79 and a fifty-two week high of $237.33. The company has a quick ratio of 1.01, a current ratio of 1.22 and a debt-to-equity ratio of 0.29.
Arrow Electronics (NYSE:ARW - Get Free Report) last posted its earnings results on Thursday, August 6th. The technology company reported $5.45 EPS for the quarter, topping the consensus estimate of $4.45 by $1.00. Arrow Electronics had a net margin of 2.26% and a return on equity of 13.41%. The firm had revenue of $9.99 billion during the quarter, compared to analysts' expectations of $9.67 billion. During the same quarter in the prior year, the firm earned $2.43 EPS. Arrow Electronics's quarterly revenue was up 31.8% on a year-over-year basis. Arrow Electronics has set its Q3 2026 guidance at 4.830-5.030 EPS. As a group, sell-side analysts predict that Arrow Electronics, Inc. will post 21.24 EPS for the current year.
Arrow Electronics announced that its board has approved a stock repurchase plan on Wednesday, May 13th that allows the company to repurchase $1.00 billion in outstanding shares. This repurchase authorization allows the technology company to repurchase up to 9.7% of its stock through open market purchases. Stock repurchase plans are often an indication that the company's board of directors believes its shares are undervalued.
Institutional Inflows and Outflows
Hedge funds have recently bought and sold shares of the company. MUFG Securities EMEA plc acquired a new stake in Arrow Electronics during the fourth quarter valued at approximately $14,544,000. Intech Investment Management LLC grew its position in Arrow Electronics by 92.3% in the fourth quarter. Intech Investment Management LLC now owns 10,042 shares of the technology company's stock worth $1,106,000 after buying an additional 4,821 shares during the last quarter. Empowered Funds LLC grew its position in Arrow Electronics by 306.8% in the first quarter. Empowered Funds LLC now owns 36,928 shares of the technology company's stock worth $5,296,000 after buying an additional 27,851 shares during the last quarter. Atria Investments Inc increased its holdings in shares of Arrow Electronics by 48.0% in the fourth quarter. Atria Investments Inc now owns 80,092 shares of the technology company's stock valued at $8,825,000 after buying an additional 25,965 shares in the last quarter. Finally, Assenagon Asset Management S.A. increased its holdings in shares of Arrow Electronics by 307.9% in the second quarter. Assenagon Asset Management S.A. now owns 220,920 shares of the technology company's stock valued at $47,147,000 after buying an additional 166,762 shares in the last quarter. 99.34% of the stock is owned by institutional investors and hedge funds.
Wall Street Analyst Weigh In
ARW has been the subject of several recent analyst reports. Wells Fargo & Company increased their price target on Arrow Electronics from $175.00 to $200.00 and gave the stock an "underweight" rating in a research note on Friday, August 7th. Bank of America upgraded shares of Arrow Electronics from an "underperform" rating to a "neutral" rating and boosted their price target for the stock from $122.00 to $233.00 in a research report on Wednesday, May 13th. Truist Financial reduced their price target on shares of Arrow Electronics from $260.00 to $250.00 and set a "buy" rating for the company in a research note on Friday, August 7th. Weiss Ratings reiterated a "buy (b-)" rating on shares of Arrow Electronics in a research note on Friday, August 21st. Finally, Wall Street Zen raised Arrow Electronics from a "buy" rating to a "strong-buy" rating in a report on Saturday, July 25th. One investment analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and a consensus target price of $233.25.
Get Our Latest Analysis on Arrow Electronics
Arrow Electronics Company Profile
(
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.
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