Arrow Electronics, Inc. (NYSE:ARW) Receives Average Recommendation of “Hold” from Analysts

Shares of Arrow Electronics, Inc. (NYSE:ARW) have been given an average rating of “Hold” by the six research firms that are presently covering the firm, MarketBeat Ratings reports. One analyst has rated the stock with a sell recommendation, two have issued a hold recommendation and three have given a buy recommendation to the company. The average 1-year target price among brokerages that have issued a report on the stock in the last year is $222.00.

ARW has been the topic of a number of research reports. Zacks Research downgraded Arrow Electronics from a “strong-buy” rating to a “hold” rating in a research note on Monday. Wells Fargo & Company increased their price objective on Arrow Electronics from $165.00 to $175.00 and gave the company an “underweight” rating in a report on Monday, July 20th. Raymond James Financial restated an “outperform” rating and set a $220.00 target price on shares of Arrow Electronics in a research report on Friday, May 8th. Bank of America raised shares of Arrow Electronics from an “underperform” rating to a “neutral” rating and lifted their target price for the company from $122.00 to $233.00 in a report on Wednesday, May 13th. Finally, Weiss Ratings reiterated a “buy (b-)” rating on shares of Arrow Electronics in a research note on Tuesday, May 26th.

Insider Activity

In related news, SVP Carine Lamercie Jean-Claude sold 3,000 shares of the firm’s stock in a transaction dated 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 owned 12,626 shares of the company’s stock, valued at $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 available through this link. Also, insider Eric Nowak sold 3,473 shares of the business’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 completion of the transaction, the insider owned 48,835 shares in the company, valued at $10,303,696.65. This trade represents a 6.64% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.80% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Arrow Electronics

Hedge funds have recently modified their holdings of the stock. Bayban purchased a new position in Arrow Electronics during the 1st quarter worth $26,000. Northwestern Mutual Wealth Management Co. boosted its holdings in shares of Arrow Electronics by 112.0% in the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 248 shares of the technology company’s stock valued at $27,000 after acquiring an additional 131 shares in the last quarter. Transamerica Financial Advisors LLC purchased a new stake in shares of Arrow Electronics in the fourth quarter valued at about $27,000. Advisory Services Network LLC acquired a new position in shares of Arrow Electronics during the third quarter worth about $31,000. Finally, Quarry LP purchased a new position in Arrow Electronics during the third quarter worth about $33,000. 99.34% of the stock is owned by institutional investors and hedge funds.

Arrow Electronics Stock Performance

NYSE ARW opened at $222.89 on Friday. The company has a fifty day moving average of $215.99 and a two-hundred day moving average of $180.49. The company has a market capitalization of $11.40 billion, a PE ratio of 15.94 and a beta of 1.20. Arrow Electronics has a 1 year low of $101.79 and a 1 year high of $237.33. The company has a debt-to-equity ratio of 0.35, a current ratio of 1.24 and a quick ratio of 1.02.

Arrow Electronics (NYSE:ARW) last posted its earnings results on Thursday, August 6th. The technology company reported $5.45 EPS for the quarter, topping analysts’ consensus estimates of $4.45 by $1.00. Arrow Electronics had a return on equity of 11.40% and a net margin of 2.17%.The business had revenue of $9.99 billion for the quarter, compared to analysts’ expectations of $9.67 billion. During the same quarter in the previous year, the firm earned $2.43 earnings per share. The business’s 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, analysts expect that Arrow Electronics will post 19.15 earnings per share for the current year.

Arrow Electronics announced that its Board of Directors has approved a share repurchase plan on Wednesday, May 13th that allows the company to repurchase $1.00 billion in shares. This repurchase authorization allows the technology company to repurchase up to 9.7% of its shares through open market purchases. Shares repurchase plans are typically a sign that the company’s board believes its shares are undervalued.

Key Headlines Impacting Arrow Electronics

Here are the key news stories impacting Arrow Electronics this week:

• Positive Sentiment: Arrow Electronics reported second-quarter earnings of $5.45 per share, exceeding the analyst consensus of $4.45. Revenue rose 31.8% year over year to $9.99 billion, above expectations of $9.67 billion, while prior-year EPS was $2.43. Arrow Electronics Q2 Earnings Snapshot
• Positive Sentiment: Management issued stronger-than-expected third-quarter guidance, calling for EPS of $4.83 to $5.03 versus the $4.50 consensus and revenue of $9.6 billion to $10.2 billion versus the $9.5 billion estimate. The outlook suggests continued demand across Arrow’s technology distribution businesses. Arrow Electronics Reports Strong Q2 and Provides Guidance
• Positive Sentiment: The company appointed Deidra C. Merriwether as president and chief operating officer. The leadership change could support execution and operational focus, although the announcement provided limited financial detail. Arrow Electronics Appoints Deidra C. Merriwether
• Neutral Sentiment: Arrow Electronics trades near the upper end of its 52-week range, with a market capitalization of approximately $11.4 billion and a price-to-earnings ratio near 16. Strong results may therefore have been partly anticipated by investors.
• Negative Sentiment: Zacks Research downgraded Arrow Electronics from “strong buy” to “hold,” potentially weighing on sentiment following the recent rally. Separately, the average brokerage price target was reported at approximately $222, suggesting limited upside relative to recent trading levels.

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.