Jefferies Financial Group Inc. Takes Position in Arrow Electronics, Inc. $ARW

Jefferies Financial Group Inc. bought a new stake in shares of Arrow Electronics, Inc. (NYSE:ARW) in the fourth quarter, Holdings Channel.com reports. The firm bought 3,517 shares of the technology company’s stock, valued at approximately $388,000.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of ARW. ACR Alpine Capital Research LLC boosted its stake in Arrow Electronics by 42.6% during the 4th quarter. ACR Alpine Capital Research LLC now owns 3,445,593 shares of the technology company’s stock valued at $379,635,000 after purchasing an additional 1,028,778 shares during the period. AQR Capital Management LLC boosted its stake in Arrow Electronics by 37.7% during the 3rd quarter. AQR Capital Management LLC now owns 3,185,582 shares of the technology company’s stock valued at $384,818,000 after purchasing an additional 871,585 shares during the period. Envestnet Asset Management Inc. boosted its stake in Arrow Electronics by 197.2% during the 3rd quarter. Envestnet Asset Management Inc. now owns 458,036 shares of the technology company’s stock valued at $55,422,000 after purchasing an additional 303,942 shares during the period. DNB Asset Management AS boosted its stake in Arrow Electronics by 49.8% during the 4th quarter. DNB Asset Management AS now owns 706,687 shares of the technology company’s stock valued at $77,863,000 after purchasing an additional 234,874 shares during the period. Finally, Vanguard Group Inc. boosted its stake in Arrow Electronics by 3.5% during the 3rd quarter. Vanguard Group Inc. now owns 6,085,440 shares of the technology company’s stock valued at $736,338,000 after purchasing an additional 204,024 shares during the period. 99.34% of the stock is owned by institutional investors and hedge funds.

Arrow Electronics Trading Down 0.8%

Shares of NYSE:ARW opened at $214.26 on Friday. The company has a 50 day moving average of $178.81 and a 200-day moving average of $144.16. The firm has a market cap of $10.95 billion, a P/E ratio of 15.33 and a beta of 1.16. Arrow Electronics, Inc. has a twelve month low of $101.79 and a twelve month high of $224.83. The company has a current ratio of 1.24, a quick ratio of 1.02 and a debt-to-equity ratio of 0.35.

Arrow Electronics (NYSE:ARW) last issued its quarterly earnings results on Thursday, May 7th. The technology company reported $5.22 earnings per share for the quarter, topping analysts’ consensus estimates of $2.92 by $2.30. The company had revenue of $9.47 billion during the quarter, compared to analyst estimates of $8.39 billion. Arrow Electronics had a net margin of 2.17% and a return on equity of 11.40%. The business’s revenue for the quarter was up 39.0% compared to the same quarter last year. During the same period in the prior year, the business posted $1.80 EPS. Arrow Electronics has set its Q2 2026 guidance at 4.32-4.520 EPS. As a group, analysts anticipate that Arrow Electronics, Inc. will post 19.15 earnings per share for the current fiscal year.

Arrow Electronics announced that its board has approved a share repurchase program on Wednesday, May 13th that allows the company to repurchase $1.00 billion in outstanding shares. This repurchase authorization allows the technology company to purchase up to 9.7% of its stock through open market purchases. Stock repurchase programs are often a sign that the company’s board of directors believes its shares are undervalued.

Key Arrow Electronics News

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

• Positive Sentiment: Zacks Research raised its earnings outlook across multiple future periods for Arrow Electronics, including FY2026 EPS to $17.19 from $12.49 and FY2027 EPS to $16.22 from $14.58, signaling stronger profit expectations. Arrow Electronics market page
• Positive Sentiment: The firm also increased its near-term estimates, lifting Q2 2026 EPS to $4.48, Q1 2027 EPS to $4.12, Q2 2027 EPS to $4.65, and Q3 2026 EPS to $3.25, reflecting confidence in Arrow’s earnings momentum. Arrow Electronics market page
• Positive Sentiment: Zacks Research maintained a Strong-Buy rating on Arrow Electronics, adding to the bullish sentiment around the stock. Zacks momentum article
• Neutral Sentiment: One Zacks article highlighted Arrow Electronics as a top-ranked momentum stock, which reinforces investor interest but does not by itself change fundamentals. Zacks momentum article
• Negative Sentiment: A few longer-term estimates were trimmed slightly, including Q1 2028 EPS to $3.45 from $3.51 and Q4 2027 EPS to $4.24 from $4.25, though these changes were minor. Arrow Electronics market page

Insider Buying and Selling

In other news, SVP Carine Lamercie Jean-Claude sold 3,000 shares of the company’s stock in a transaction that occurred on Friday, May 22nd. The shares were sold at an average price of $216.00, for a total value of $648,000.00. Following the completion of the sale, the senior vice president directly owned 12,626 shares of the company’s stock, valued at approximately $2,727,216. This represents a 19.20% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, insider Eric Nowak sold 3,473 shares of the company’s stock in a transaction that occurred on Wednesday, May 20th. The stock was sold at an average price of $210.99, for a total transaction of $732,768.27. Following the completion of the sale, the insider directly owned 48,835 shares of the company’s stock, valued at approximately $10,303,696.65. This represents a 6.64% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Corporate insiders own 0.80% of the company’s stock.

Analyst Ratings Changes

A number of research analysts have issued reports on the stock. Truist Financial boosted their target price on shares of Arrow Electronics from $183.00 to $240.00 and gave the company a “buy” rating in a research note on Thursday, May 7th. Zacks Research raised shares of Arrow Electronics from a “hold” rating to a “strong-buy” rating in a research note on Monday, February 9th. Weiss Ratings reissued a “buy (b-)” rating on shares of Arrow Electronics in a research note on Tuesday. Wells Fargo & Company boosted their target price on shares of Arrow Electronics from $140.00 to $165.00 and gave the company an “underweight” rating in a research note on Friday, May 8th. Finally, Raymond James Financial reissued an “outperform” rating and set a $220.00 target price on shares of Arrow Electronics in a research note on Friday, May 8th. One equities research analyst has rated the stock with a Strong Buy rating, three have given a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, Arrow Electronics currently has a consensus rating of “Moderate Buy” and a consensus target price of $214.50.

Arrow Electronics Profile

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.