Arrow Electronics, Inc. $ARW Shares Purchased by Brandes Investment Partners LP

Brandes Investment Partners LP increased its stake in shares of Arrow Electronics, Inc. (NYSE:ARW) by 1,412.3% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 409,461 shares of the technology company’s stock after acquiring an additional 382,385 shares during the period. Brandes Investment Partners LP’s holdings in Arrow Electronics were worth $45,115,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds also recently bought and sold shares of the business. Vanguard Group Inc. boosted its position in Arrow Electronics by 0.6% during the fourth quarter. Vanguard Group Inc. now owns 6,122,857 shares of the technology company’s stock worth $674,616,000 after purchasing an additional 37,417 shares in the last quarter. ACR Alpine Capital Research LLC boosted its position in Arrow Electronics by 42.6% during the fourth quarter. ACR Alpine Capital Research LLC now owns 3,445,593 shares of the technology company’s stock worth $379,635,000 after purchasing an additional 1,028,778 shares in the last quarter. AQR Capital Management LLC boosted its position in Arrow Electronics by 37.7% during the third quarter. AQR Capital Management LLC now owns 3,185,582 shares of the technology company’s stock worth $384,818,000 after purchasing an additional 871,585 shares in the last quarter. Earnest Partners LLC boosted its position in Arrow Electronics by 0.3% during the third quarter. Earnest Partners LLC now owns 1,479,482 shares of the technology company’s stock worth $179,017,000 after purchasing an additional 5,068 shares in the last quarter. Finally, Geode Capital Management LLC boosted its position in Arrow Electronics by 0.8% during the fourth quarter. Geode Capital Management LLC now owns 1,081,122 shares of the technology company’s stock worth $119,928,000 after purchasing an additional 8,276 shares in the last quarter. Hedge funds and other institutional investors own 99.34% of the company’s stock.

Insider Activity at Arrow Electronics

In other news, SVP Carine Lamercie Jean-Claude sold 3,000 shares of the firm’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 value of $648,000.00. Following the transaction, the senior vice president owned 12,626 shares in the company, valued at $2,727,216. This trade represents a 19.20% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, insider Eric Nowak sold 3,473 shares of the firm’s 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 completion of the transaction, the insider owned 48,835 shares in the company, valued at approximately $10,303,696.65. This trade represents a 6.64% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 0.80% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities analysts have issued reports on the company. 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 research report on Friday, May 8th. Truist Financial increased their price target on Arrow Electronics from $240.00 to $260.00 and gave the stock a “buy” rating in a research report on Thursday, June 4th. Raymond James Financial reiterated an “outperform” rating and set a $220.00 price target on shares of Arrow Electronics in a research report on Friday, May 8th. Weiss Ratings reiterated a “buy (b-)” rating on shares of Arrow Electronics in a research report on Tuesday, May 26th. Finally, Bank of America upgraded Arrow Electronics from an “underperform” rating to a “neutral” rating and increased their price target for the stock from $122.00 to $233.00 in a research report on Wednesday, May 13th. One investment 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 given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $219.50.

Arrow Electronics Stock Performance

NYSE ARW opened at $219.36 on Wednesday. The company has a market cap of $11.22 billion, a PE ratio of 15.69 and a beta of 1.19. The stock’s 50 day simple moving average is $190.14 and its 200-day simple moving average is $150.04. Arrow Electronics, Inc. has a 1-year low of $101.79 and a 1-year high of $233.30. The company has a debt-to-equity ratio of 0.35, a current ratio of 1.24 and a quick ratio of 1.02.

Arrow Electronics (NYSE:ARW) last released its earnings results on Thursday, May 7th. The technology company reported $5.22 earnings per share for the quarter, beating the consensus estimate of $2.92 by $2.30. The business 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 business’s quarterly revenue was up 39.0% compared to the same quarter last year. During the same quarter 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, equities research analysts anticipate that Arrow Electronics, Inc. will post 19.15 EPS for the current fiscal year.

Arrow Electronics declared that its Board of Directors has approved a share buyback program on Wednesday, May 13th that authorizes the company to buyback $1.00 billion in outstanding shares. This buyback authorization authorizes the technology company to reacquire up to 9.7% of its stock through open market purchases. Stock buyback programs are typically an indication that the company’s board believes its stock is undervalued.

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.