Bull Harbor Capital LLC Invests $472,000 in Arrow Electronics, Inc. $ARW

Bull Harbor Capital LLC purchased a new stake in Arrow Electronics, Inc. (NYSE:ARW) during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 3,293 shares of the technology company’s stock, valued at approximately $472,000.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the business. Private Advisor Group LLC grew its stake in Arrow Electronics by 2.6% during the first quarter. Private Advisor Group LLC now owns 3,054 shares of the technology company’s stock worth $438,000 after buying an additional 78 shares during the period. Root Financial Partners LLC raised its stake in shares of Arrow Electronics by 38.9% in the 1st quarter. Root Financial Partners LLC now owns 282 shares of the technology company’s stock valued at $40,000 after acquiring an additional 79 shares during the period. Krilogy Financial LLC raised its stake 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 valued at $365,000 after acquiring an additional 80 shares during the period. Gateway Investment Advisers LLC lifted its holdings in shares of Arrow Electronics by 3.8% during the 4th quarter. Gateway Investment Advisers LLC now owns 2,276 shares of the technology company’s stock valued at $251,000 after acquiring an additional 84 shares in the last quarter. Finally, Geneos Wealth Management Inc. lifted its holdings 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 acquiring an additional 89 shares in the last quarter. 99.34% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In related news, SVP Carine Lamercie Jean-Claude sold 3,000 shares of the business’s stock in a transaction dated Friday, May 22nd. The stock was 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. The trade was a 19.20% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, insider Eric Nowak sold 3,473 shares of the 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 directly owned 48,835 shares of the company’s stock, valued at $10,303,696.65. This represents a 6.64% decrease in their position. The disclosure for this sale is available in the SEC filing. 0.80% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

Several analysts recently issued reports on the company. Raymond James Financial reiterated an “outperform” rating and issued a $220.00 price target on shares of Arrow Electronics in a report on Friday, May 8th. Wall Street Zen upgraded Arrow Electronics from a “buy” rating to a “strong-buy” rating in a research note on Saturday, July 25th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Arrow Electronics in a research report on Tuesday, May 26th. Truist Financial increased their target price on Arrow Electronics from $240.00 to $260.00 and gave the company a “buy” rating in a research note on Thursday, June 4th. Finally, Bank of America upgraded Arrow Electronics from an “underperform” rating to a “neutral” rating and increased their target price for the company from $122.00 to $233.00 in a research note on Wednesday, May 13th. One analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $222.00.

Arrow Electronics Price Performance

Shares of ARW stock opened at $217.46 on Friday. The company has a market capitalization of $11.12 billion, a PE ratio of 15.55 and a beta of 1.20. The firm has a fifty day simple moving average of $215.58 and a 200-day simple moving average of $177.05. The company has a current ratio of 1.24, a quick ratio of 1.02 and a debt-to-equity ratio of 0.35. Arrow Electronics, Inc. has a twelve month low of $101.79 and a twelve month high of $237.33.

Arrow Electronics (NYSE:ARW) last released its quarterly earnings results on Thursday, May 7th. The technology company reported $5.22 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.92 by $2.30. Arrow Electronics had a net margin of 2.17% and a return on equity of 11.40%. The firm had revenue of $9.47 billion for the quarter, compared to the consensus estimate of $8.39 billion. During the same quarter in the previous year, the firm posted $1.80 EPS. The firm’s quarterly revenue was up 39.0% on a year-over-year basis. Arrow Electronics has set its Q2 2026 guidance at 4.32-4.520 EPS. Equities research analysts anticipate that Arrow Electronics, Inc. will post 19.15 earnings per share for the current fiscal year.

Arrow Electronics declared that its Board of Directors has initiated a share buyback plan on Wednesday, May 13th that allows the company to repurchase $1.00 billion in outstanding 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 often an indication that the company’s leadership believes its stock is undervalued.

Arrow Electronics 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.