Truist Financial Has Lowered Expectations for Arrow Electronics (NYSE:ARW) Stock Price

Posted by Geri Gentry on Aug 7th, 2026

Arrow Electronics (NYSE:ARW – Get Free Report) had its target price lowered by analysts at Truist Financial from $260.00 to $250.00 in a research report issued to clients and investors on Friday,Benzinga reports. The firm currently has a “buy” rating on the technology company’s stock. Truist Financial’s target price points to a potential upside of 12.16% from the stock’s current price.

A number of other analysts also recently issued reports on the stock. Wells Fargo & Company raised their price target on shares of Arrow Electronics from $165.00 to $175.00 and gave the company an “underweight” rating in a report on Monday, July 20th. Bank of America raised shares of Arrow Electronics from an “underperform” rating to a “neutral” rating and upped their price target for the company from $122.00 to $233.00 in a research report on Wednesday, May 13th. Wall Street Zen upgraded shares of Arrow Electronics from a “buy” rating to a “strong-buy” rating in a research report on Saturday, July 25th. Weiss Ratings reissued a “buy (b-)” rating on shares of Arrow Electronics in a report on Tuesday, May 26th. Finally, Raymond James Financial reaffirmed an “outperform” rating and set a $220.00 price objective on shares of Arrow Electronics in a research report on Friday, May 8th. Three 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’s stock. According to data from MarketBeat.com, Arrow Electronics has an average rating of “Hold” and a consensus price target of $219.50.

Get Our Latest Analysis on ARW

Arrow Electronics Price Performance

Shares of Arrow Electronics stock opened at $222.89 on Friday. Arrow Electronics has a 52 week low of $101.79 and a 52 week high of $237.33. 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 $215.99 and a 200 day moving average of $180.49. The company has a market cap of $11.40 billion, a PE ratio of 15.94 and a beta of 1.20.

Arrow Electronics (NYSE:ARW – Get Free Report) last issued its quarterly earnings results on Thursday, August 6th. The technology company reported $5.45 earnings per share for the quarter, topping the consensus estimate of $4.45 by $1.00. Arrow Electronics had a return on equity of 11.40% and a net margin of 2.17%.The company had revenue of $9.99 billion for the quarter, compared to analysts’ expectations of $9.67 billion. During the same period in the prior year, the firm earned $2.43 earnings per share. The firm’s revenue for the quarter was up 31.8% on a year-over-year basis. Arrow Electronics has set its Q3 2026 guidance at 4.830-5.030 EPS. As a group, equities research analysts forecast that Arrow Electronics will post 19.15 earnings per share for the current year.

Arrow Electronics declared that its Board of Directors has authorized a stock repurchase program on Wednesday, May 13th that permits the company to repurchase $1.00 billion in shares. This repurchase authorization permits the technology company to buy up to 9.7% of its shares through open market purchases. Shares repurchase programs are generally a sign that the company’s board believes its stock is undervalued.

Insiders Place Their Bets

In other Arrow Electronics news, SVP Carine Lamercie Jean-Claude sold 3,000 shares of the stock in a transaction 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 completion of the sale, the senior vice president owned 12,626 shares in the company, valued at approximately $2,727,216. This represents a 19.20% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, insider Eric Nowak sold 3,473 shares of the firm’s stock in a transaction dated Wednesday, May 20th. The shares were sold at an average price of $210.99, for a total value of $732,768.27. Following the sale, the insider directly owned 48,835 shares in the company, valued at approximately $10,303,696.65. This represents a 6.64% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Corporate insiders own 0.80% of the company’s stock.

Hedge Funds Weigh In On Arrow Electronics

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Bayban bought a new position in shares of Arrow Electronics during the 1st quarter valued at approximately $26,000. Transamerica Financial Advisors LLC purchased a new stake in shares of Arrow Electronics in the fourth quarter valued at $27,000. Northwestern Mutual Wealth Management Co. lifted its holdings in shares of Arrow Electronics by 112.0% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 248 shares of the technology company’s stock worth $27,000 after acquiring an additional 131 shares during the last quarter. Evergreen Advisors LLC purchased a new position in shares of Arrow Electronics during the 1st quarter worth about $36,000. Finally, Advisory Services Network LLC bought a new position in Arrow Electronics during the 3rd quarter valued at about $31,000. 99.34% of the stock is owned by institutional investors.

Key Headlines Impacting Arrow Electronics

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

Positive Sentiment: Q2 earnings and revenue exceeded expectations. Arrow reported adjusted earnings of $5.45 per share, versus the $4.45 analyst consensus, while revenue reached $9.99 billion, ahead of the $9.67 billion estimate. EPS more than doubled from $2.43 a year earlier, and revenue increased 31.8% year over year. Arrow Electronics Q2 Earnings and Revenues Surpass Estimates
Positive Sentiment: Third-quarter guidance was above Wall Street expectations. Arrow forecast EPS of $4.83 to $5.03, compared with consensus of $4.50, and revenue of $9.6 billion to $10.2 billion, versus an estimate of $9.5 billion. The outlook suggests management expects continued demand and profitability strength. Arrow Electronics Quarterly Earnings Report
Positive Sentiment: Improved operating performance supports the investment case. The quarter included a 11.40% return on equity and a 2.17% net margin, while the earnings improvement indicates stronger execution compared with last year. Investors may view the results as evidence that Arrow is benefiting from favorable technology distribution trends. Key Metrics From Arrow Electronics Q2 Earnings
Neutral Sentiment: Arrow appointed Deidra C. Merriwether as president and chief operating officer. The leadership change could support execution, although the articles provided no specific financial impact. Arrow Electronics Appoints Deidra C. Merriwether

Arrow Electronics Company Profile

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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.