Arrow Electronics (NYSE:ARW) Price Target Cut to $250.00 by Analysts at Truist Financial

Arrow Electronics (NYSE:ARW) had its price objective cut by Truist Financial from $260.00 to $250.00 in a research report sent to investors on Friday, MarketBeat.com reports. They currently have a buy rating on the technology company’s stock.

A number of other research firms have also recently commented on ARW. Bank of America raised shares of Arrow Electronics from an “underperform” rating to a “neutral” rating and boosted their price target for the stock from $122.00 to $233.00 in a research note on Wednesday, May 13th. Weiss Ratings restated a “buy (b-)” rating on shares of Arrow Electronics in a research report on Tuesday, May 26th. Raymond James Financial reaffirmed an “outperform” rating and set a $220.00 price objective on shares of Arrow Electronics in a report on Friday, May 8th. Wall Street Zen upgraded shares of Arrow Electronics from a “buy” rating to a “strong-buy” rating in a research report on Saturday, July 25th. Finally, Zacks Research cut Arrow Electronics from a “strong-buy” rating to a “hold” rating in a research note on Monday, August 3rd. Three investment analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Hold” and an average price target of $233.25.

Arrow Electronics Stock Performance

NYSE:ARW opened at $203.51 on Friday. The stock has a market cap of $10.41 billion, a P/E ratio of 13.00 and a beta of 1.20. The company has a quick ratio of 1.02, a current ratio of 1.24 and a debt-to-equity ratio of 0.35. The business’s 50-day moving average price is $215.78 and its two-hundred day moving average price is $180.65. Arrow Electronics has a twelve month low of $101.79 and a twelve month high of $237.33.

Arrow Electronics (NYSE:ARW) last issued its quarterly earnings data on Thursday, August 6th. The technology company reported $5.45 EPS for the quarter, topping the consensus estimate of $4.45 by $1.00. The company had revenue of $9.99 billion during the quarter, compared to analyst estimates of $9.67 billion. Arrow Electronics had a return on equity of 13.63% and a net margin of 2.26%.Arrow Electronics’s revenue was up 31.8% on a year-over-year basis. During the same quarter in the previous year, the firm earned $2.43 earnings per share. Arrow Electronics has set its Q3 2026 guidance at 4.830-5.030 EPS. As a group, equities analysts predict that Arrow Electronics will post 19.15 EPS for the current fiscal year.

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

Insider Activity at Arrow Electronics

In other Arrow Electronics news, 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 of the company’s stock, valued at approximately $10,303,696.65. This trade represents a 6.64% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, SVP Carine Lamercie Jean-Claude sold 3,000 shares of the business’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 completion of the sale, the senior vice president 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 SEC filing for this sale provides additional information. Company insiders own 0.80% of the company’s stock.

Institutional Trading of Arrow Electronics

Several institutional investors have recently added to or reduced their stakes in ARW. Bayban purchased a new position in shares of Arrow Electronics in the first quarter worth about $26,000. Northwestern Mutual Wealth Management Co. boosted its holdings in Arrow Electronics by 112.0% during the 4th 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 during the period. Transamerica Financial Advisors LLC bought a new position in Arrow Electronics during the 4th quarter worth approximately $27,000. Advisory Services Network LLC bought a new position in Arrow Electronics during the 3rd quarter worth approximately $31,000. Finally, Quarry LP purchased a new position in Arrow Electronics in the 3rd quarter worth approximately $33,000. 99.34% of the stock is currently owned by hedge funds and other institutional investors.

Arrow Electronics News Roundup

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

• Positive Sentiment: Second-quarter results exceeded expectations: Arrow reported adjusted EPS of $5.45 versus the $4.45 consensus estimate, while revenue rose 31.8% year over year to $9.99 billion, above forecasts. Arrow Electronics Q2 Earnings Beat Estimates, Revenues Rise Y/Y
• Positive Sentiment: Demand and backlog trends remain encouraging: Management cited broadening demand in Global Components, including AI, aerospace and industrial markets. Book-to-bill remained above 1, with backlog extending into the first half of 2027. Arrow Q2 Earnings Call Signals More Runway in Components
• Positive Sentiment: Capital allocation and analyst support provided offsets: A new share-repurchase plan, lower debt and margin-expansion commentary support the investment case. Truist maintained a Buy rating with a $250 price target, implying meaningful potential upside from recent trading levels. Truist raises Arrow Electronics price target
• Neutral Sentiment: Leadership change: Arrow appointed Deidra C. Merriwether as president and chief operating officer. The change could support execution, but investors may await more details on her priorities and expected impact. Arrow Electronics Appoints Deidra C. Merriwether
• Negative Sentiment: Third-quarter guidance implies sequential earnings moderation: Arrow forecast non-GAAP EPS of $4.83–$5.03 and revenue of $9.6–$10.2 billion. Although above consensus, the EPS outlook is below the latest quarter’s result, and investors appeared to expect a larger upgrade after the stock’s strong run.
• Negative Sentiment: Margin concerns persist: Partner restructuring charges continued to weigh on Enterprise Computing Solutions, while management acknowledged remaining pressure in parts of the business.
• Negative Sentiment: Insider selling may have added pressure: Quiver Quantitative reported 14 insider sales and no purchases during the past six months. Institutional positioning was mixed, with several large funds reducing their holdings.

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.