Wedge Capital Management L L P NC Invests $72.31 Million in Arrow Electronics, Inc. $ARW

Posted by Stanley Muller on Aug 12th, 2026

Wedge Capital Management L L P NC acquired a new stake in shares of Arrow Electronics, Inc. (NYSE:ARW – Free Report) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 338,823 shares of the technology company’s stock, valued at approximately $72,308,000. Arrow Electronics accounts for approximately 1.2% of Wedge Capital Management L L P NC’s holdings, making the stock its 21st largest position.

A number of other institutional investors have also added to or reduced their stakes in the business. Private Advisor Group LLC raised its holdings in shares of 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 in the last quarter. Root Financial Partners LLC grew its stake in Arrow Electronics by 38.9% in the 1st quarter. Root Financial Partners LLC now owns 282 shares of the technology company’s stock worth $40,000 after buying an additional 79 shares in the last quarter. Krilogy Financial LLC increased its holdings in shares of Arrow Electronics by 3.2% in the 1st quarter. Krilogy Financial LLC now owns 2,543 shares of the technology company’s stock worth $365,000 after buying an additional 80 shares during the last quarter. Gateway Investment Advisers LLC increased its holdings in shares of Arrow Electronics by 3.8% in the 4th quarter. Gateway Investment Advisers LLC now owns 2,276 shares of the technology company’s stock worth $251,000 after buying an additional 84 shares during the last quarter. Finally, Geneos Wealth Management Inc. raised its position in shares of Arrow Electronics by 25.2% during the 2nd quarter. Geneos Wealth Management Inc. now owns 442 shares of the technology company’s stock valued at $56,000 after buying an additional 89 shares in the last quarter. 99.34% of the stock is currently owned by institutional investors.

Arrow Electronics Price Performance

Shares of NYSE:ARW opened at $206.41 on Wednesday. The stock has a market cap of $10.55 billion, a PE ratio of 13.19, a PEG ratio of 0.31 and a beta of 1.20. The company’s fifty day moving average is $215.03 and its 200 day moving average is $182.33. Arrow Electronics, Inc. has a 52 week low of $101.79 and a 52 week high of $237.33. The company has a quick ratio of 1.01, a current ratio of 1.22 and a debt-to-equity ratio of 0.29.

Arrow Electronics (NYSE:ARW – Get Free Report) last posted its quarterly earnings results on Thursday, August 6th. The technology company reported $5.45 earnings per share (EPS) for the quarter, beating 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 business had revenue of $9.99 billion during the quarter, compared to analyst estimates of $9.67 billion. During the same period in the prior year, the business posted $2.43 earnings per share. The company’s revenue was up 31.8% on a year-over-year basis. Arrow Electronics has set its Q3 2026 guidance at 4.830-5.030 EPS. Research analysts anticipate that Arrow Electronics, Inc. will post 20.44 earnings per share for the current year.

Arrow Electronics announced that its board has authorized a share buyback program on Wednesday, May 13th that permits the company to buyback $1.00 billion in shares. This buyback authorization permits the technology company to purchase up to 9.7% of its stock through open market purchases. Stock buyback programs are typically an indication that the company’s management believes its stock is undervalued.

Wall Street Analyst Weigh In

Several research analysts recently issued reports on the stock. Truist Financial cut their target price on shares of Arrow Electronics from $260.00 to $250.00 and set a “buy” rating for the company in a research report on Friday, August 7th. Wall Street Zen upgraded Arrow Electronics from a “buy” rating to a “strong-buy” rating in a research report on Saturday, July 25th. Wells Fargo & Company upped their price objective on Arrow Electronics from $175.00 to $200.00 and gave the stock an “underweight” rating in a report on Friday, August 7th. Raymond James Financial reiterated an “outperform” rating and set a $250.00 price objective on shares of Arrow Electronics in a research report on Friday. Finally, Zacks Research downgraded Arrow Electronics from a “strong-buy” rating to a “hold” rating in a research report on Monday, August 3rd. Three equities research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the company presently has an average rating of “Hold” and a consensus price target of $233.25.

Check Out Our Latest Analysis on Arrow Electronics

Insider Activity

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 stock was sold at an average price of $216.00, for a total transaction of $648,000.00. Following the transaction, the senior vice president directly owned 12,626 shares in the company, valued at $2,727,216. This trade represents a 19.20% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Eric Nowak sold 3,473 shares of the business’s stock in a transaction that occurred on Wednesday, May 20th. The shares were sold at an average price of $210.99, for a total value of $732,768.27. Following the completion of the sale, the insider owned 48,835 shares of the company’s stock, valued at $10,303,696.65. The trade was a 6.64% decrease in their position. The SEC filing for this sale provides additional information. Corporate insiders own 0.80% of the company’s stock.

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.

Wedge Capital Management L L P NC Invests $72.31 Million in Arrow Electronics, Inc. $ARW

Arrow Electronics Price Performance

Wall Street Analyst Weigh In

Insider Activity

About Arrow Electronics

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