Hudson Value Partners LLC Purchases Shares of 4,437 Arrow Electronics, Inc. $ARW

Hudson Value Partners LLC purchased a new stake in Arrow Electronics, Inc. (NYSE:ARW) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 4,437 shares of the technology company’s stock, valued at approximately $947,000.

A number of other hedge funds also recently made changes to their positions in the stock. Private Advisor Group LLC boosted its holdings in Arrow Electronics by 2.6% in the first quarter. Private Advisor Group LLC now owns 3,054 shares of the technology company’s stock valued at $438,000 after acquiring an additional 78 shares during the last quarter. Root Financial Partners LLC raised its holdings in Arrow Electronics by 38.9% during the 1st quarter. Root Financial Partners LLC now owns 282 shares of the technology company’s stock worth $40,000 after purchasing an additional 79 shares during the last quarter. Krilogy Financial LLC raised its holdings in Arrow Electronics by 3.2% during the 1st quarter. Krilogy Financial LLC now owns 2,543 shares of the technology company’s stock worth $365,000 after purchasing an additional 80 shares during the last quarter. Gateway Investment Advisers LLC lifted its position in shares of Arrow Electronics by 3.8% in the 4th quarter. Gateway Investment Advisers LLC now owns 2,276 shares of the technology company’s stock worth $251,000 after purchasing an additional 84 shares during the period. Finally, Geneos Wealth Management Inc. lifted its position in shares of Arrow Electronics by 25.2% in the 2nd quarter. Geneos Wealth Management Inc. now owns 442 shares of the technology company’s stock worth $56,000 after purchasing an additional 89 shares during the period. 99.34% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

Several equities research analysts have recently weighed in on the stock. Wells Fargo & Company increased their price objective on shares of Arrow Electronics from $175.00 to $200.00 and gave the stock an “underweight” rating in a research report on Friday, August 7th. Wall Street Zen upgraded shares of Arrow Electronics from a “buy” rating to a “strong-buy” rating in a report on Saturday, July 25th. Bank of America upgraded Arrow Electronics from an “underperform” rating to a “neutral” rating and increased their price target for the stock from $122.00 to $233.00 in a report on Wednesday, May 13th. Raymond James Financial reissued an “outperform” rating and issued a $250.00 price objective on shares of Arrow Electronics in a research note on Friday. Finally, Weiss Ratings reiterated a “buy (b-)” rating on shares of Arrow Electronics in a report on Tuesday, May 26th. Three research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock has an average rating of “Hold” and an average price target of $233.25.

Arrow Electronics Stock Performance

ARW opened at $206.41 on Wednesday. Arrow Electronics, Inc. has a 1-year low of $101.79 and a 1-year high of $237.33. The company has a market cap of $10.55 billion, a price-to-earnings ratio of 13.19, a PEG ratio of 0.31 and a beta of 1.20. The company’s fifty day moving average price is $215.03 and its two-hundred day moving average price is $182.33. The company has a current ratio of 1.22, a quick ratio of 1.01 and a debt-to-equity ratio of 0.29.

Arrow Electronics (NYSE:ARW) 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 company had revenue of $9.99 billion during the quarter, compared to the consensus estimate of $9.67 billion. During the same period in the previous year, the firm posted $2.43 earnings per share. The firm’s revenue for the quarter was up 31.8% on a year-over-year basis. Arrow Electronics has set its Q3 2026 guidance at 4.830-5.030 EPS. On average, analysts expect that Arrow Electronics, Inc. will post 20.44 EPS for the current fiscal year.

Arrow Electronics announced that its board has initiated a stock buyback program on Wednesday, May 13th that permits the company to repurchase $1.00 billion in shares. This repurchase authorization permits the technology company to buy up to 9.7% of its stock through open market purchases. Stock repurchase programs are generally an indication that the company’s board of directors believes its stock is undervalued.

Insider Buying and Selling

In other news, insider Eric Nowak sold 3,473 shares of the stock in a transaction that occurred on Wednesday, May 20th. The stock was sold at an average price of $210.99, for a total value of $732,768.27. Following the completion of the sale, the insider directly owned 48,835 shares of the company’s stock, valued at $10,303,696.65. This represents a 6.64% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, SVP Carine Lamercie Jean-Claude sold 3,000 shares of the firm’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 transaction, the senior vice president owned 12,626 shares in the company, valued at $2,727,216. This represents a 19.20% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 0.80% of the company’s stock.

About Arrow Electronics

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.