Arrow Electronics (NYSE:ARW) Given New $200.00 Price Target at Wells Fargo & Company

Arrow Electronics (NYSE:ARW) had its target price hoisted by Wells Fargo & Company from $175.00 to $200.00 in a research note issued to investors on Friday morning,Benzinga reports. They currently have an underweight rating on the technology company’s stock.

Several other equities analysts have also weighed in on ARW. Truist Financial cut their price target on Arrow Electronics from $260.00 to $250.00 and set a “buy” rating for the company in a research note on Friday. Weiss Ratings reiterated a “buy (b-)” rating on shares of Arrow Electronics in a research report on Tuesday, May 26th. Bank of America raised Arrow Electronics from an “underperform” rating to a “neutral” rating and raised their price objective for the company from $122.00 to $233.00 in a report on Wednesday, May 13th. Wall Street Zen upgraded Arrow Electronics from a “buy” rating to a “strong-buy” rating in a research report on Saturday, July 25th. Finally, Zacks Research downgraded Arrow Electronics from a “strong-buy” rating to a “hold” rating in a research note on Monday, August 3rd. Three equities research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, Arrow Electronics has a consensus rating of “Hold” and an average target price of $233.25.

Arrow Electronics Stock Performance

Shares of NYSE ARW opened at $203.51 on Friday. The company has a market capitalization of $10.41 billion, a PE ratio of 13.00 and a beta of 1.20. The company has a debt-to-equity ratio of 0.35, a quick ratio of 1.02 and a current ratio of 1.24. The company’s fifty day moving average price is $215.78 and its 200 day moving average price is $180.65. Arrow Electronics has a 1 year low of $101.79 and a 1 year high of $237.33.

Arrow Electronics (NYSE:ARW) last released its quarterly earnings data on Thursday, August 6th. The technology company reported $5.45 earnings per share for the quarter, beating analysts’ consensus estimates of $4.45 by $1.00. The company had revenue of $9.99 billion during the quarter, compared to analysts’ expectations of $9.67 billion. Arrow Electronics had a net margin of 2.26% and a return on equity of 13.63%. The firm’s revenue for the quarter was up 31.8% on a year-over-year basis. During the same quarter in the previous year, the company earned $2.43 earnings per share. Arrow Electronics has set its Q3 2026 guidance at 4.830-5.030 EPS. On average, research analysts predict that Arrow Electronics will post 19.15 earnings per share for the current year.

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

Insider Activity

In other Arrow Electronics news, SVP Carine Lamercie Jean-Claude sold 3,000 shares of the business’s stock in a transaction that occurred 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 in the company, valued at approximately $2,727,216. The trade was a 19.20% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Eric Nowak sold 3,473 shares of the stock in a transaction that occurred on Wednesday, May 20th. The shares were 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 $10,303,696.65. The trade was a 6.64% decrease in their position. The SEC filing for this sale provides additional information. 0.80% of the stock is owned by corporate insiders.

Institutional Trading of Arrow Electronics

Several large investors have recently made changes to their positions in the company. Vanguard Group Inc. lifted its holdings in Arrow Electronics by 0.6% in the 4th quarter. Vanguard Group Inc. now owns 6,122,857 shares of the technology company’s stock valued at $674,616,000 after purchasing an additional 37,417 shares in the last quarter. BlackRock Inc. purchased a new stake in shares of Arrow Electronics during the second quarter worth $1,070,534,000. ACR Alpine Capital Research LLC raised its position in shares of Arrow Electronics by 3.9% in the first quarter. ACR Alpine Capital Research LLC now owns 3,578,313 shares of the technology company’s stock valued at $513,166,000 after buying an additional 132,720 shares during the last quarter. AQR Capital Management LLC raised its position in shares of Arrow Electronics by 37.7% in the third quarter. AQR Capital Management LLC now owns 3,185,582 shares of the technology company’s stock valued at $384,818,000 after buying an additional 871,585 shares during the last quarter. Finally, Dimensional Fund Advisors LP lifted its stake in shares of 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 worth $431,280,000 after buying an additional 11,894 shares in the last quarter. 99.34% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting Arrow Electronics

Here are the key news stories impacting Arrow Electronics this week:

• Positive Sentiment: Second-quarter results exceeded expectations: Arrow reported adjusted EPS of $5.45 versus the $4.45 consensus estimate, while revenue rose 31.8% year over year to $9.99 billion, above forecasts. Arrow Electronics Q2 Earnings Beat Estimates, Revenues Rise Y/Y
• Positive Sentiment: Demand and backlog trends remain encouraging: Management cited broadening demand in Global Components, including AI, aerospace and industrial markets. Book-to-bill remained above 1, with backlog extending into the first half of 2027. Arrow Q2 Earnings Call Signals More Runway in Components
• Positive Sentiment: Capital allocation and analyst support provided offsets: A new share-repurchase plan, lower debt and margin-expansion commentary support the investment case. Truist maintained a Buy rating with a $250 price target, implying meaningful potential upside from recent trading levels. Truist raises Arrow Electronics price target
• Neutral Sentiment: Leadership change: Arrow appointed Deidra C. Merriwether as president and chief operating officer. The change could support execution, but investors may await more details on her priorities and expected impact. Arrow Electronics Appoints Deidra C. Merriwether
• Negative Sentiment: Third-quarter guidance implies sequential earnings moderation: Arrow forecast non-GAAP EPS of $4.83–$5.03 and revenue of $9.6–$10.2 billion. Although above consensus, the EPS outlook is below the latest quarter’s result, and investors appeared to expect a larger upgrade after the stock’s strong run.
• Negative Sentiment: Margin concerns persist: Partner restructuring charges continued to weigh on Enterprise Computing Solutions, while management acknowledged remaining pressure in parts of the business.
• Negative Sentiment: Insider selling may have added pressure: Quiver Quantitative reported 14 insider sales and no purchases during the past six months. Institutional positioning was mixed, with several large funds reducing their holdings.

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.