Convergence Investment Partners LLC Makes New $2.29 Million Investment in Arrow Electronics, Inc. $ARW

Convergence Investment Partners LLC bought a new position in shares of Arrow Electronics, Inc. (NYSE:ARWFree Report) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 10,751 shares of the technology company’s stock, valued at approximately $2,294,000.

A number of other large investors also recently modified their holdings of ARW. Bayban bought a new position in Arrow Electronics in the first quarter valued at about $26,000. Northwestern Mutual Wealth Management Co. boosted its stake 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 valued at $27,000 after purchasing an additional 131 shares during the last quarter. Transamerica Financial Advisors LLC bought a new position in shares of Arrow Electronics in the 4th quarter worth about $27,000. Advisory Services Network LLC acquired a new stake in Arrow Electronics during the third quarter worth approximately $31,000. Finally, Quarry LP bought a new position in shares of Arrow Electronics during the 3rd quarter worth about $33,000. 99.34% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In related news, SVP Carine Lamercie Jean-Claude sold 3,000 shares of the stock in a transaction on Friday, May 22nd. The shares were sold at an average price of $216.00, for a total transaction of $648,000.00. Following the transaction, the senior vice president 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. 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 transaction, the insider directly 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. The SEC filing for this sale provides additional information. 0.80% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

Several equities research analysts have recently commented on the company. Wall Street Zen upgraded Arrow Electronics from a “buy” rating to a “strong-buy” rating in a report on Saturday, July 25th. Wells Fargo & Company raised their price objective on Arrow Electronics from $175.00 to $200.00 and gave the company an “underweight” rating in a research note on Friday, August 7th. Weiss Ratings restated a “buy (b-)” rating on shares of Arrow Electronics in a research note on Tuesday, May 26th. Zacks Research lowered shares of Arrow Electronics from a “strong-buy” rating to a “hold” rating in a research report on Monday, August 3rd. Finally, Raymond James Financial restated an “outperform” rating and issued a $250.00 price objective on shares of Arrow Electronics in a research note on Friday, August 7th. Three analysts have rated the stock with a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus target price of $233.25.

Check Out Our Latest Stock Report on Arrow Electronics

Arrow Electronics Price Performance

Shares of NYSE ARW opened at $213.78 on Friday. The stock’s 50-day simple moving average is $214.23 and its two-hundred day simple moving average is $183.84. The company has a quick ratio of 1.01, a current ratio of 1.22 and a debt-to-equity ratio of 0.29. The firm has a market capitalization of $10.88 billion, a P/E ratio of 13.66, a P/E/G ratio of 0.32 and a beta of 1.20. Arrow Electronics, Inc. has a twelve month low of $101.79 and a twelve month high of $237.33.

Arrow Electronics (NYSE:ARWGet Free Report) last announced its earnings results on Thursday, August 6th. The technology company reported $5.45 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.45 by $1.00. Arrow Electronics had a net margin of 2.26% and a return on equity of 13.41%. The company had revenue of $9.99 billion during the quarter, compared to analyst estimates of $9.67 billion. During the same period in the previous year, the business earned $2.43 earnings per share. The firm’s quarterly revenue was up 31.8% compared to the same quarter last year. Arrow Electronics has set its Q3 2026 guidance at 4.830-5.030 EPS. As a group, equities analysts anticipate that Arrow Electronics, Inc. will post 20.44 EPS for the current fiscal year.

Arrow Electronics declared that its Board of Directors has approved a share repurchase plan on Wednesday, May 13th that allows the company to buyback $1.00 billion in shares. This buyback authorization allows the technology company to buy up to 9.7% of its stock through open market purchases. Stock buyback plans are typically an indication that the company’s leadership believes its shares are undervalued.

About Arrow Electronics

(Free Report)

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.

Featured Articles

Want to see what other hedge funds are holding ARW? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Arrow Electronics, Inc. (NYSE:ARWFree Report).

Institutional Ownership by Quarter for Arrow Electronics (NYSE:ARW)

Receive News & Ratings for Arrow Electronics Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Arrow Electronics and related companies with MarketBeat.com's FREE daily email newsletter.