Calamos Advisors LLC Buys New Holdings in Arrow Electronics, Inc. $ARW

Calamos Advisors LLC purchased a new stake in shares of Arrow Electronics, Inc. (NYSE:ARW) in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 27,256 shares of the technology company’s stock, valued at approximately $5,817,000. Calamos Advisors LLC owned 0.05% of Arrow Electronics at the end of the most recent quarter.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Private Advisor Group LLC boosted its position 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 buying an additional 78 shares in the last quarter. Root Financial Partners LLC raised its stake in shares of Arrow Electronics by 38.9% in the first quarter. Root Financial Partners LLC now owns 282 shares of the technology company’s stock valued at $40,000 after acquiring an additional 79 shares during the last quarter. Krilogy Financial LLC boosted its holdings in shares of Arrow Electronics by 3.2% in the 1st quarter. Krilogy Financial LLC now owns 2,543 shares of the technology company’s stock worth $365,000 after acquiring an additional 80 shares in the last quarter. Gateway Investment Advisers LLC grew its position in Arrow Electronics by 3.8% during the 4th quarter. Gateway Investment Advisers LLC now owns 2,276 shares of the technology company’s stock worth $251,000 after acquiring an additional 84 shares during the last quarter. Finally, Oregon Public Employees Retirement Fund grew its position in Arrow Electronics by 0.8% during the 2nd quarter. Oregon Public Employees Retirement Fund now owns 10,567 shares of the technology company’s stock worth $2,255,000 after acquiring an additional 84 shares during the last quarter. 99.34% of the stock is currently owned by institutional investors and hedge funds.

Arrow Electronics Price Performance

Shares of ARW stock opened at $213.78 on Friday. The stock has a 50-day moving average price of $214.23 and a 200 day moving average price of $183.84. 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 firm has a market cap of $10.88 billion, a price-to-earnings ratio of 13.66, a PEG ratio of 0.32 and a beta of 1.20. Arrow Electronics, Inc. has a 12 month low of $101.79 and a 12 month high of $237.33.

Arrow Electronics (NYSE:ARW) last released its earnings results on Thursday, August 6th. The technology company reported $5.45 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.45 by $1.00. The company had revenue of $9.99 billion for the quarter, compared to the consensus estimate of $9.67 billion. Arrow Electronics had a net margin of 2.26% and a return on equity of 13.41%. The company’s revenue was up 31.8% compared to the same quarter last year. During the same period in the prior year, the company posted $2.43 EPS. Arrow Electronics has set its Q3 2026 guidance at 4.830-5.030 EPS. Research analysts expect that Arrow Electronics, Inc. will post 20.44 EPS for the current year.

Arrow Electronics declared that its board has authorized a stock repurchase 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 buy up to 9.7% of its shares through open market purchases. Shares repurchase plans are usually a sign that the company’s management believes its stock is undervalued.

Insider Buying and Selling

In other Arrow Electronics news, SVP Carine Lamercie Jean-Claude sold 3,000 shares of Arrow Electronics stock in a transaction on Friday, May 22nd. The shares were 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 owned 12,626 shares of the company’s stock, valued at approximately $2,727,216. The trade was a 19.20% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Eric Nowak sold 3,473 shares of the firm’s stock in a transaction 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 transaction, the insider owned 48,835 shares in the company, valued at $10,303,696.65. This represents a 6.64% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 0.80% of the company’s stock.

Analyst Upgrades and Downgrades

ARW has been the subject of several research analyst reports. 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 raised shares of Arrow Electronics from a “buy” rating to a “strong-buy” rating in a report on Saturday, July 25th. Weiss Ratings reiterated a “buy (b-)” rating on shares of Arrow Electronics in a research report on Tuesday, May 26th. Raymond James Financial reissued an “outperform” rating and set a $250.00 price target on shares of Arrow Electronics in a research note on Friday, August 7th. Finally, Wells Fargo & Company boosted 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. Three analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus 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.