GoodHaven Capital Management LLC Cuts Holdings in Arrow Electronics, Inc. $ARW

GoodHaven Capital Management LLC trimmed its holdings in shares of Arrow Electronics, Inc. (NYSE:ARW) by 21.4% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 69,893 shares of the technology company’s stock after selling 19,085 shares during the period. Arrow Electronics makes up about 2.5% of GoodHaven Capital Management LLC’s investment portfolio, making the stock its 13th largest holding. GoodHaven Capital Management LLC’s holdings in Arrow Electronics were worth $7,701,000 at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in ARW. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its stake in Arrow Electronics by 45.9% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 20,748 shares of the technology company’s stock valued at $2,154,000 after purchasing an additional 6,523 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its stake in Arrow Electronics by 8.0% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 199,971 shares of the technology company’s stock valued at $20,763,000 after purchasing an additional 14,886 shares during the last quarter. Geneos Wealth Management Inc. boosted its stake in Arrow Electronics by 68.1% during the 1st quarter. Geneos Wealth Management Inc. now owns 353 shares of the technology company’s stock valued at $37,000 after purchasing an additional 143 shares during the last quarter. Sivia Capital Partners LLC purchased a new stake in Arrow Electronics during the 2nd quarter valued at $492,000. Finally, Walleye Capital LLC purchased a new stake in Arrow Electronics during the 2nd quarter valued at $475,000. 99.34% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several analysts have commented on ARW shares. Raymond James Financial reiterated an “outperform” rating and set a $220.00 target price on shares of Arrow Electronics in a research note on Friday, May 8th. Wells Fargo & Company increased their target price on Arrow Electronics from $140.00 to $165.00 and gave the company an “underweight” rating in a research note on Friday, May 8th. Zacks Research upgraded Arrow Electronics from a “hold” rating to a “strong-buy” rating in a research note on Monday, February 9th. Truist Financial raised their price target on Arrow Electronics from $183.00 to $240.00 and gave the stock a “buy” rating in a research note on Thursday, May 7th. Finally, Weiss Ratings restated a “buy (b-)” rating on shares of Arrow Electronics in a research note on Tuesday. One analyst has rated the stock with a Strong Buy rating, three have assigned a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $214.50.

Arrow Electronics Stock Performance

ARW stock opened at $214.26 on Friday. The company has a market cap of $10.96 billion, a P/E ratio of 15.33 and a beta of 1.16. Arrow Electronics, Inc. has a 1 year low of $101.79 and a 1 year high of $224.83. The company has a debt-to-equity ratio of 0.35, a current ratio of 1.24 and a quick ratio of 1.02. The stock’s fifty day moving average price is $178.81 and its 200-day moving average price is $144.16.

Arrow Electronics (NYSE:ARW) last released its quarterly earnings results on Thursday, May 7th. The technology company reported $5.22 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.92 by $2.30. The firm had revenue of $9.47 billion for 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%.The company’s revenue for the quarter was up 39.0% on a year-over-year basis. During the same period last year, the business posted $1.80 EPS. Arrow Electronics has set its Q2 2026 guidance at 4.32-4.520 EPS. On average, equities analysts forecast that Arrow Electronics, Inc. will post 17.97 earnings per share for the current year.

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

Trending Headlines about Arrow Electronics

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

• Positive Sentiment: Zacks Research sharply raised its Q2 2026 EPS estimate for Arrow Electronics to $4.48 from $2.82, signaling stronger near-term earnings expectations. Arrow Electronics analyst estimate update
• Positive Sentiment: The firm also lifted its FY2026 EPS estimate to $17.19 from $12.49, a sizable upward revision that points to improving full-year earnings power. Arrow Electronics analyst estimate update
• Positive Sentiment: Longer-term forecasts were also increased, including Q1 2027 EPS to $4.12 and Q2 2027 EPS to $4.65, reinforcing a constructive view on Arrow Electronics’ earnings trajectory. Arrow Electronics analyst estimate update
• Neutral Sentiment: Zacks Research kept a Strong-Buy rating on Arrow Electronics, adding to generally favorable analyst coverage. Zacks momentum article
• Neutral Sentiment: Zacks also highlighted ARW as a top-ranked momentum stock, which may attract additional trader attention, though it does not itself change fundamentals. Zacks momentum article
• Negative Sentiment: There were a couple of small trims to later-period estimates, including Q1 2028 and Q4 2027, but these were minor compared with the broader upward revisions. Arrow Electronics analyst estimate update

Insiders Place Their Bets

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 transaction, 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 ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Eric Nowak sold 3,473 shares of Arrow Electronics stock in a transaction 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 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. Company insiders own 0.80% of the company’s stock.

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.