SG Americas Securities LLC Has $886,000 Position in Arrow Electronics, Inc. $ARW

SG Americas Securities LLC lessened its holdings in shares of Arrow Electronics, Inc. (NYSE:ARW) by 67.0% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 6,181 shares of the technology company’s stock after selling 12,522 shares during the quarter. SG Americas Securities LLC’s holdings in Arrow Electronics were worth $886,000 as of its most recent SEC filing.

Other large investors have also added to or reduced their stakes in the company. Northwestern Mutual Wealth Management Co. boosted its stake in Arrow Electronics by 112.0% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 248 shares of the technology company’s stock valued at $27,000 after purchasing an additional 131 shares during the last quarter. Transamerica Financial Advisors LLC purchased a new stake in shares of Arrow Electronics in the fourth quarter worth approximately $27,000. Advisory Services Network LLC bought a new position in shares of Arrow Electronics in the third quarter valued at approximately $31,000. Quarry LP purchased a new position in shares of Arrow Electronics during the third quarter valued at approximately $33,000. Finally, Geneos Wealth Management Inc. boosted its position in shares of Arrow Electronics by 68.1% during the first quarter. Geneos Wealth Management Inc. now owns 353 shares of the technology company’s stock valued at $37,000 after buying an additional 143 shares during the last quarter. Institutional investors own 99.34% of the company’s stock.

Insiders Place Their Bets

In other news, SVP Carine Lamercie Jean-Claude sold 3,000 shares of the firm’s 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 completion of the sale, the senior vice president directly owned 12,626 shares of the company’s stock, valued at $2,727,216. This trade represents a 19.20% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. 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. The trade was a 6.64% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.80% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

ARW has been the subject of several recent research reports. Bank of America upgraded Arrow Electronics from an “underperform” rating to a “neutral” rating and upped their price target for the stock from $122.00 to $233.00 in a report on Wednesday, May 13th. Truist Financial lifted their price objective on shares of Arrow Electronics from $240.00 to $260.00 and gave the stock a “buy” rating in a report on Thursday, June 4th. Wells Fargo & Company upped their target price on shares of Arrow Electronics from $140.00 to $165.00 and gave the stock an “underweight” rating in a research note on Friday, May 8th. Weiss Ratings reiterated a “buy (b-)” rating on shares of Arrow Electronics in a report on Tuesday, May 26th. Finally, Raymond James Financial reissued an “outperform” rating and set a $220.00 price target on shares of Arrow Electronics in a research report on Friday, May 8th. One equities research analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $219.50.

Arrow Electronics Stock Performance

ARW stock opened at $198.03 on Monday. The firm has a market cap of $10.13 billion, a PE ratio of 14.17 and a beta of 1.20. 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 business has a 50 day moving average of $212.05 and a 200-day moving average of $164.10. Arrow Electronics, Inc. has a 12-month low of $101.79 and a 12-month high of $237.33.

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

Arrow Electronics declared that its board has authorized a share buyback plan on Wednesday, May 13th that authorizes the company to buyback $1.00 billion in shares. This buyback authorization authorizes the technology company to repurchase up to 9.7% of its shares through open market purchases. Shares buyback plans are often a sign that the company’s leadership believes its shares are undervalued.

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.