Delphi Management Inc. MA Reduces Stock Holdings in Arrow Electronics, Inc. $ARW

Delphi Management Inc. MA reduced its holdings in shares of Arrow Electronics, Inc. (NYSE:ARW) by 27.5% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 8,672 shares of the technology company’s stock after selling 3,285 shares during the period. Arrow Electronics makes up 1.5% of Delphi Management Inc. MA’s holdings, making the stock its 16th largest position. Delphi Management Inc. MA’s holdings in Arrow Electronics were worth $1,244,000 as of its most recent SEC filing.

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

Analyst Upgrades and Downgrades

A number of research firms have issued reports on ARW. Truist Financial raised their price target 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 boosted their price objective on shares of Arrow Electronics from $140.00 to $165.00 and gave the company an “underweight” rating in a report on Friday, May 8th. Raymond James Financial reissued an “outperform” rating and issued a $220.00 target price on shares of Arrow Electronics in a research report on Friday, May 8th. Bank of America upgraded Arrow Electronics from an “underperform” rating to a “neutral” rating and raised their target price for the stock from $122.00 to $233.00 in a research note on Wednesday, May 13th. Finally, Weiss Ratings reissued a “buy (b-)” rating on shares of Arrow Electronics in a report on Tuesday, May 26th. One analyst has rated the stock with a Strong Buy rating, three have given a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $219.50.

Insider Activity

In other Arrow Electronics news, insider Eric Nowak sold 3,473 shares of Arrow Electronics stock in a transaction dated Wednesday, May 20th. The stock was sold at an average price of $210.99, for a total transaction 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. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, SVP Carine Lamercie Jean-Claude sold 3,000 shares of the business’s stock in a transaction dated Friday, May 22nd. The shares were sold at an average price of $216.00, for a total value of $648,000.00. Following the completion of the transaction, the senior vice president directly owned 12,626 shares of the company’s stock, valued at approximately $2,727,216. This trade represents a 19.20% decrease in their position. The SEC filing for this sale provides additional information. 0.80% of the stock is currently owned by company insiders.

Arrow Electronics Stock Down 0.6%

ARW stock opened at $224.16 on Thursday. The firm’s fifty day simple moving average is $206.97 and its 200-day simple moving average is $159.31. The company has a market capitalization of $11.46 billion, a P/E ratio of 16.03 and a beta of 1.19. 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, Inc. has a 12 month low of $101.79 and a 12 month high of $237.33.

Arrow Electronics (NYSE:ARW) last issued its earnings results on Thursday, May 7th. The technology company reported $5.22 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.92 by $2.30. The firm had revenue of $9.47 billion during the quarter, compared to analysts’ expectations of $8.39 billion. Arrow Electronics had a net margin of 2.17% and a return on equity of 11.40%. The firm’s revenue was up 39.0% compared to the same quarter last year. During the same quarter last year, the company 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 forecast that Arrow Electronics, Inc. will post 19.15 earnings per share for the current year.

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