Renaissance Technologies LLC Increases Position in Arrow Electronics, Inc. $ARW

Renaissance Technologies LLC increased its position in shares of Arrow Electronics, Inc. (NYSE:ARWFree Report) by 3.6% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 168,957 shares of the technology company’s stock after acquiring an additional 5,857 shares during the quarter. Renaissance Technologies LLC’s holdings in Arrow Electronics were worth $24,230,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also recently bought and sold shares of ARW. Private Advisor Group LLC raised its holdings in Arrow Electronics by 2.6% in the 1st quarter. Private Advisor Group LLC now owns 3,054 shares of the technology company’s stock valued at $438,000 after acquiring an additional 78 shares during the last quarter. Root Financial Partners LLC boosted its holdings in shares of Arrow Electronics by 38.9% during the first quarter. Root Financial Partners LLC now owns 282 shares of the technology company’s stock worth $40,000 after purchasing an additional 79 shares during the last quarter. Krilogy Financial LLC grew its position in shares of Arrow Electronics by 3.2% in the first quarter. Krilogy Financial LLC now owns 2,543 shares of the technology company’s stock valued at $365,000 after purchasing an additional 80 shares during the period. Gateway Investment Advisers LLC grew its position in shares of Arrow Electronics by 3.8% in the fourth quarter. Gateway Investment Advisers LLC now owns 2,276 shares of the technology company’s stock valued at $251,000 after purchasing an additional 84 shares during the period. Finally, Geneos Wealth Management Inc. increased its stake in Arrow Electronics by 25.2% in the second quarter. Geneos Wealth Management Inc. now owns 442 shares of the technology company’s stock valued at $56,000 after purchasing an additional 89 shares during the last quarter. 99.34% of the stock is owned by hedge funds and other institutional investors.

Arrow Electronics Price Performance

ARW stock opened at $204.87 on Thursday. The stock has a 50-day moving average price of $215.57 and a two-hundred day moving average price of $176.07. Arrow Electronics, Inc. has a 12-month low of $101.79 and a 12-month high of $237.33. The company has a current ratio of 1.24, a quick ratio of 1.02 and a debt-to-equity ratio of 0.35. The company has a market cap of $10.47 billion, a PE ratio of 14.65 and a beta of 1.20.

Arrow Electronics (NYSE:ARWGet Free Report) last released its quarterly earnings data on Thursday, May 7th. The technology company reported $5.22 EPS for the quarter, topping analysts’ consensus estimates of $2.92 by $2.30. The company 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 company’s quarterly revenue was up 39.0% compared to the same quarter last year. During the same period last year, the business posted $1.80 EPS. Arrow Electronics has set its Q2 2026 guidance at 4.32-4.520 EPS. As a group, research analysts predict that Arrow Electronics, Inc. will post 19.15 EPS for the current year.

Arrow Electronics announced that its Board of Directors has initiated a stock repurchase plan 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 stock through open market purchases. Stock repurchase plans are generally an indication that the company’s management believes its shares are undervalued.

Insider Buying and Selling

In related 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 shares were 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 approximately $2,727,216. This trade represents a 19.20% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, insider Eric Nowak sold 3,473 shares of Arrow Electronics stock in a transaction that occurred on Wednesday, May 20th. The shares were sold at an average price of $210.99, for a total transaction of $732,768.27. Following the transaction, the insider directly owned 48,835 shares in the company, valued at approximately $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 research firms recently weighed in on ARW. Wall Street Zen upgraded Arrow Electronics from a “buy” rating to a “strong-buy” rating in a research report on Saturday, July 25th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Arrow Electronics in a research note on Tuesday, May 26th. Bank of America upgraded shares of Arrow Electronics from an “underperform” rating to a “neutral” rating and increased their price objective for the stock from $122.00 to $233.00 in a report on Wednesday, May 13th. Truist Financial boosted their target price on shares of Arrow Electronics from $240.00 to $260.00 and gave the company a “buy” rating in a report on Thursday, June 4th. Finally, Wells Fargo & Company upped their price target on shares of Arrow Electronics from $165.00 to $175.00 and gave the stock an “underweight” rating in a research report on Monday, July 20th. One equities research 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 assigned a Sell rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $222.00.

View Our Latest Stock Report on Arrow Electronics

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.

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

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