Arrow Electronics, Inc. $ARW Stake Lowered by Greenhaven Associates Inc.

Greenhaven Associates Inc. trimmed its holdings in shares of Arrow Electronics, Inc. (NYSE:ARW) by 6.9% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,764,153 shares of the technology company’s stock after selling 131,707 shares during the quarter. Arrow Electronics makes up approximately 4.3% of Greenhaven Associates Inc.’s investment portfolio, making the stock its 10th biggest holding. Greenhaven Associates Inc.’s holdings in Arrow Electronics were worth $376,488,000 as of its most recent SEC filing.

A number of other large investors also recently bought and sold shares of ARW. Vanguard Group Inc. grew its holdings in Arrow Electronics by 0.6% in the fourth quarter. Vanguard Group Inc. now owns 6,122,857 shares of the technology company’s stock worth $674,616,000 after purchasing an additional 37,417 shares during the last quarter. ACR Alpine Capital Research LLC lifted its holdings in shares of Arrow Electronics by 3.9% during the 1st quarter. ACR Alpine Capital Research LLC now owns 3,578,313 shares of the technology company’s stock valued at $513,166,000 after purchasing an additional 132,720 shares during the last quarter. AQR Capital Management LLC lifted its holdings in shares of 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 last quarter. Dimensional Fund Advisors LP raised its stake in Arrow Electronics by 0.4% in the first quarter. Dimensional Fund Advisors LP now owns 3,007,509 shares of the technology company’s stock valued at $431,280,000 after buying an additional 11,894 shares during the last quarter. Finally, FIL Ltd boosted its stake in Arrow Electronics by 33.8% in the 4th quarter. FIL Ltd now owns 1,231,833 shares of the technology company’s stock worth $135,723,000 after purchasing an additional 310,936 shares in the last quarter. Institutional investors own 99.34% of the company’s stock.

Arrow Electronics Stock Down 0.6%

Shares of NYSE ARW opened at $209.08 on Friday. The company has a quick ratio of 1.01, a current ratio of 1.22 and a debt-to-equity ratio of 0.29. The business’s 50 day moving average is $214.33 and its two-hundred day moving average is $183.63. Arrow Electronics, Inc. has a 52-week low of $101.79 and a 52-week high of $237.33. The firm has a market cap of $10.64 billion, a price-to-earnings ratio of 13.36, a PEG ratio of 0.32 and a beta of 1.20.

Arrow Electronics (NYSE:ARW) last posted its quarterly earnings data on Thursday, August 6th. The technology company reported $5.45 earnings per share for the quarter, topping analysts’ consensus estimates of $4.45 by $1.00. Arrow Electronics had a return on equity of 13.41% and a net margin of 2.26%.The business had revenue of $9.99 billion for the quarter, compared to analyst estimates of $9.67 billion. During the same quarter in the prior year, the company earned $2.43 earnings per share. The company’s 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. Research analysts predict that Arrow Electronics, Inc. will post 20.44 EPS for the current year.

Arrow Electronics declared that its Board of Directors has approved a stock buyback plan on Wednesday, May 13th that authorizes the company to repurchase $1.00 billion in outstanding shares. This repurchase authorization authorizes the technology company to repurchase up to 9.7% of its stock through open market purchases. Stock repurchase plans are usually a sign that the company’s leadership believes its stock is undervalued.

Insiders Place Their Bets

In other Arrow Electronics news, SVP Carine Lamercie Jean-Claude sold 3,000 shares of Arrow Electronics stock in a transaction dated Friday, May 22nd. The stock was sold at an average price of $216.00, for a total transaction 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 $2,727,216. The trade was a 19.20% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, insider Eric Nowak sold 3,473 shares of the company’s stock in a transaction dated Wednesday, May 20th. The stock was sold at an average price of $210.99, for a total value of $732,768.27. Following the transaction, 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 SEC filing for this sale provides additional information. 0.80% of the stock is owned by company insiders.

Analyst Ratings Changes

ARW has been the subject of several research reports. Wells Fargo & Company lifted their price objective on shares of Arrow Electronics from $175.00 to $200.00 and gave the company an “underweight” rating in a research note on Friday, August 7th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Arrow Electronics in a report on Tuesday, May 26th. Zacks Research downgraded Arrow Electronics from a “strong-buy” rating to a “hold” rating in a research report on Monday, August 3rd. Wall Street Zen upgraded Arrow Electronics from a “buy” rating to a “strong-buy” rating in a research note on Saturday, July 25th. Finally, Raymond James Financial reissued an “outperform” rating and issued a $250.00 price objective on shares of Arrow Electronics in a report on Friday, August 7th. Three investment analysts have rated the stock with a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, Arrow Electronics presently has a consensus rating of “Hold” and an average price target of $233.25.

Arrow Electronics Company 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.