Lyrical Asset Management LP trimmed its stake in Arrow Electronics, Inc. (NYSE:ARW – Free Report) by 5.9% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,328,678 shares of the technology company’s stock after selling 83,004 shares during the period. Arrow Electronics comprises about 2.0% of Lyrical Asset Management LP’s investment portfolio, making the stock its 23rd biggest position. Lyrical Asset Management LP’s holdings in Arrow Electronics were worth $146,394,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Other hedge funds and other institutional investors also recently made changes to their positions in the company. JPMorgan Chase & Co. lifted its holdings in shares of Arrow Electronics by 3.0% during the 3rd quarter. JPMorgan Chase & Co. now owns 382,641 shares of the technology company’s stock worth $46,300,000 after acquiring an additional 11,288 shares during the period. Gradient Investments LLC bought a new position in shares of Arrow Electronics during the 4th quarter worth about $765,000. M&T Bank Corp lifted its holdings in shares of Arrow Electronics by 1,315.2% during the 4th quarter. M&T Bank Corp now owns 58,915 shares of the technology company’s stock worth $6,491,000 after acquiring an additional 54,752 shares during the period. Natixis Advisors LLC lifted its holdings in shares of Arrow Electronics by 8.6% during the 3rd quarter. Natixis Advisors LLC now owns 184,466 shares of the technology company’s stock worth $22,320,000 after acquiring an additional 14,665 shares during the period. Finally, Dakota Wealth Management bought a new position in shares of Arrow Electronics during the 4th quarter worth about $1,031,000. 99.34% of the stock is owned by institutional investors.
Insider Transactions at Arrow Electronics
In other Arrow Electronics news, 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. The trade was a 19.20% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, insider Eric Nowak sold 3,473 shares of the business’s 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 directly owned 48,835 shares of the company’s stock, valued at approximately $10,303,696.65. This represents a 6.64% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 0.80% of the company’s stock.
Analyst Upgrades and Downgrades
Check Out Our Latest Stock Report on Arrow Electronics
Arrow Electronics Trading Up 0.0%
Shares of ARW stock opened at $219.11 on Monday. Arrow Electronics, Inc. has a 12-month low of $101.79 and a 12-month high of $233.30. The company has a market capitalization of $11.20 billion, a P/E ratio of 15.67 and a beta of 1.19. The firm has a 50-day moving average price of $187.02 and a 200 day moving average price of $148.43. The company has a quick ratio of 1.02, a current ratio of 1.24 and a debt-to-equity ratio of 0.35.
Arrow Electronics (NYSE:ARW – Get Free Report) last announced its quarterly earnings results on Thursday, May 7th. The technology company reported $5.22 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.92 by $2.30. Arrow Electronics had a net margin of 2.17% and a return on equity of 11.40%. The firm had revenue of $9.47 billion during the quarter, compared to the consensus estimate of $8.39 billion. During the same period last year, the firm posted $1.80 EPS. The firm’s quarterly revenue was up 39.0% on a year-over-year basis. Arrow Electronics has set its Q2 2026 guidance at 4.32-4.520 EPS. Research analysts forecast that Arrow Electronics, Inc. will post 19.15 earnings per share for the current fiscal year.
Arrow Electronics declared that its Board of Directors has authorized a share buyback program on Wednesday, May 13th that authorizes the company to repurchase $1.00 billion in shares. This repurchase authorization authorizes the technology company to repurchase up to 9.7% of its shares through open market purchases. Shares repurchase programs are usually an indication that the company’s management 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.
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