Zacks Research Analysts Boost Earnings Estimates for ARW

Arrow Electronics, Inc. (NYSE:ARW) – Equities research analysts at Zacks Research boosted their Q2 2026 earnings per share (EPS) estimates for Arrow Electronics in a research report issued to clients and investors on Thursday, February 26th. Zacks Research analyst Team now forecasts that the technology company will post earnings per share of $2.82 for the quarter, up from their previous forecast of $2.81. Zacks Research currently has a “Strong-Buy” rating on the stock. The consensus estimate for Arrow Electronics’ current full-year earnings is $10.57 per share. Zacks Research also issued estimates for Arrow Electronics’ Q3 2026 earnings at $3.02 EPS, Q4 2026 earnings at $3.88 EPS, FY2026 earnings at $12.49 EPS, Q2 2027 earnings at $3.40 EPS, Q3 2027 earnings at $3.21 EPS and FY2028 earnings at $15.33 EPS.

Arrow Electronics (NYSE:ARW) last issued its quarterly earnings data on Thursday, February 5th. The technology company reported $4.39 earnings per share for the quarter, beating analysts’ consensus estimates of $3.55 by $0.84. Arrow Electronics had a return on equity of 9.01% and a net margin of 1.85%.The firm had revenue of $8.75 billion during the quarter, compared to analyst estimates of $8.16 billion. During the same quarter last year, the firm earned $2.97 EPS. Arrow Electronics’s quarterly revenue was up 20.1% on a year-over-year basis. Arrow Electronics has set its Q1 2026 guidance at 2.130-2.330 EPS.

ARW has been the topic of a number of other research reports. Truist Financial upped their target price on shares of Arrow Electronics from $120.00 to $148.00 and gave the company a “hold” rating in a research note on Friday, February 6th. Wall Street Zen upgraded Arrow Electronics from a “hold” rating to a “buy” rating in a research note on Saturday, February 7th. Wells Fargo & Company lifted their target price on Arrow Electronics from $94.00 to $115.00 and gave the stock an “underweight” rating in a research report on Friday, February 6th. Finally, Weiss Ratings upgraded Arrow Electronics from a “hold (c+)” rating to a “buy (b-)” rating in a report on Thursday, February 26th. One analyst has rated the stock with a Strong Buy rating, one has issued a Buy rating, one has issued a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus price target of $124.33.

Arrow Electronics Trading Down 2.8%

ARW opened at $145.78 on Monday. Arrow Electronics has a 12-month low of $86.50 and a 12-month high of $162.61. The company has a debt-to-equity ratio of 0.46, a current ratio of 1.36 and a quick ratio of 1.09. The stock has a market capitalization of $7.45 billion, a PE ratio of 13.33, a P/E/G ratio of 0.75 and a beta of 1.01. The firm’s fifty day moving average price is $132.04 and its 200 day moving average price is $122.62.

Hedge Funds Weigh In On Arrow Electronics

Several institutional investors have recently modified their holdings of the company. AQR Capital Management LLC lifted its position in Arrow Electronics by 130.9% in the 2nd quarter. AQR Capital Management LLC now owns 2,313,997 shares of the technology company’s stock valued at $294,873,000 after purchasing an additional 1,311,972 shares during the last quarter. ACR Alpine Capital Research LLC increased its stake in shares of Arrow Electronics by 42.6% in the fourth quarter. ACR Alpine Capital Research LLC now owns 3,445,593 shares of the technology company’s stock valued at $379,635,000 after purchasing an additional 1,028,778 shares during the period. Brandes Investment Partners LP raised its holdings in shares of Arrow Electronics by 1,412.3% during the fourth quarter. Brandes Investment Partners LP now owns 409,461 shares of the technology company’s stock valued at $45,115,000 after buying an additional 382,385 shares during the last quarter. FIL Ltd raised its holdings in shares of Arrow Electronics by 33.8% during the fourth quarter. FIL Ltd now owns 1,231,833 shares of the technology company’s stock valued at $135,723,000 after buying an additional 310,936 shares during the last quarter. Finally, Boston Partners boosted its position in shares of Arrow Electronics by 12.5% during the second quarter. Boston Partners now owns 2,739,427 shares of the technology company’s stock worth $348,518,000 after buying an additional 305,182 shares during the period. Institutional investors own 99.34% of the company’s stock.

Insider Buying and Selling

In other news, insider Richard John Marano sold 2,500 shares of the stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $155.32, for a total transaction of $388,300.00. Following the sale, the insider directly owned 24,096 shares in the company, valued at approximately $3,742,590.72. This represents a 9.40% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO William F. Austen acquired 3,960 shares of Arrow Electronics stock in a transaction that occurred on Thursday, February 19th. The shares were bought at an average price of $151.87 per share, with a total value of $601,405.20. Following the transaction, the chief executive officer directly owned 44,722 shares in the company, valued at approximately $6,791,930.14. This trade represents a 9.71% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders sold a total of 19,199 shares of company stock valued at $3,009,786 over the last three months. 0.80% of the stock is owned by company insiders.

About Arrow Electronics

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.