Lind Value II ApS Increases Stock Holdings in Arrow Electronics, Inc. $ARW

Lind Value II ApS boosted its position in Arrow Electronics, Inc. (NYSE:ARW) by 11.8% during the 4th quarter, Holdings Channel reports. The fund owned 383,270 shares of the technology company’s stock after buying an additional 40,328 shares during the period. Arrow Electronics makes up 13.6% of Lind Value II ApS’s portfolio, making the stock its 4th largest holding. Lind Value II ApS’s holdings in Arrow Electronics were worth $42,229,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Root Financial Partners LLC bought a new position in Arrow Electronics in the third quarter worth approximately $26,000. Winnow Wealth LLC bought a new position in Arrow Electronics in the third quarter worth approximately $26,000. Advisory Services Network LLC bought a new position in Arrow Electronics in the third quarter worth approximately $31,000. Quarry LP bought a new position in Arrow Electronics in the third quarter worth approximately $33,000. Finally, Smartleaf Asset Management LLC boosted its holdings in Arrow Electronics by 167.5% in the third quarter. Smartleaf Asset Management LLC now owns 337 shares of the technology company’s stock worth $41,000 after acquiring an additional 211 shares in the last quarter. Institutional investors own 99.34% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts have issued reports on ARW shares. Raymond James Financial reiterated an “outperform” rating and issued a $220.00 price target on shares of Arrow Electronics in a report on Friday, May 8th. Wells Fargo & Company increased their price target on Arrow Electronics from $140.00 to $165.00 and gave the stock an “underweight” rating in a report on Friday, May 8th. Zacks Research upgraded Arrow Electronics from a “hold” rating to a “strong-buy” rating in a report on Monday, February 9th. Weiss Ratings upgraded Arrow Electronics from a “hold (c+)” rating to a “buy (b-)” rating in a report on Thursday, February 26th. Finally, Truist Financial raised their target price on Arrow Electronics from $183.00 to $240.00 and gave the company a “buy” rating in a report on Thursday, May 7th. One investment 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 issued a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $214.50.

Insider Buying and Selling

In related news, SVP Carine Lamercie Jean-Claude sold 3,000 shares of Arrow Electronics stock in a transaction on Friday, May 22nd. The stock was sold at an average price of $216.00, for a total transaction of $648,000.00. Following the sale, the senior vice president directly owned 12,626 shares in the company, valued at approximately $2,727,216. This trade represents a 19.20% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, insider Eric Nowak sold 3,473 shares of Arrow Electronics 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 sale, the insider owned 48,835 shares in the company, valued at $10,303,696.65. This trade represents a 6.64% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.80% of the stock is owned by company insiders.

Arrow Electronics Stock Up 2.2%

ARW stock opened at $217.55 on Friday. Arrow Electronics, Inc. has a twelve month low of $101.79 and a twelve month high of $219.01. The company has a quick ratio of 1.02, a current ratio of 1.24 and a debt-to-equity ratio of 0.35. The stock’s 50 day moving average is $171.09 and its 200-day moving average is $140.46. The firm has a market capitalization of $11.12 billion, a PE ratio of 15.56 and a beta of 1.16.

Arrow Electronics (NYSE:ARW) last posted its earnings results on Thursday, May 7th. The technology company reported $5.22 earnings per share for the quarter, beating analysts’ consensus estimates of $2.92 by $2.30. Arrow Electronics had a return on equity of 11.40% and a net margin of 2.17%.The company had revenue of $9.47 billion for the quarter, compared to analyst estimates of $8.39 billion. During the same quarter last year, the company earned $1.80 earnings per share. The company’s revenue for the quarter was up 39.0% on a year-over-year basis. Arrow Electronics has set its Q2 2026 guidance at 4.32-4.520 EPS. Sell-side analysts expect that Arrow Electronics, Inc. will post 17.97 EPS for the current fiscal year.

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

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.