Arrow Electronics, Inc. $ARW Shares Sold by Pacer Advisors Inc.

Pacer Advisors Inc. cut its stake in shares of Arrow Electronics, Inc. (NYSE:ARW) by 95.9% in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 5,944 shares of the technology company’s stock after selling 139,224 shares during the quarter. Pacer Advisors Inc.’s holdings in Arrow Electronics were worth $852,000 at the end of the most recent reporting period.

A number of other hedge funds have also modified their holdings of ARW. Vanguard Group Inc. raised its position in shares of Arrow Electronics by 0.6% during the fourth quarter. Vanguard Group Inc. now owns 6,122,857 shares of the technology company’s stock worth $674,616,000 after purchasing an additional 37,417 shares during the period. ACR Alpine Capital Research LLC boosted its position in shares of Arrow Electronics by 3.9% in the 1st quarter. ACR Alpine Capital Research LLC now owns 3,578,313 shares of the technology company’s stock valued at $513,166,000 after purchasing an additional 132,720 shares during the period. AQR Capital Management LLC increased its stake in Arrow Electronics by 37.7% in the 3rd quarter. AQR Capital Management LLC now owns 3,185,582 shares of the technology company’s stock worth $384,818,000 after purchasing an additional 871,585 shares in the last quarter. Dimensional Fund Advisors LP raised its holdings in Arrow Electronics by 0.4% during the 1st quarter. Dimensional Fund Advisors LP now owns 3,007,509 shares of the technology company’s stock worth $431,280,000 after buying an additional 11,894 shares during the period. Finally, FIL Ltd raised its holdings in Arrow Electronics by 33.8% during the 4th quarter. FIL Ltd now owns 1,231,833 shares of the technology company’s stock worth $135,723,000 after buying an additional 310,936 shares during the period. 99.34% of the stock is currently owned by institutional investors and hedge funds.

More Arrow Electronics News

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.

Insider Transactions at Arrow Electronics

In other news, insider Eric Nowak sold 3,473 shares of Arrow Electronics stock in a transaction dated Wednesday, May 20th. The stock was sold at an average price of $210.99, for a total transaction of $732,768.27. Following the completion of the sale, the insider directly owned 48,835 shares in the company, valued at $10,303,696.65. The trade was a 6.64% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, SVP Carine Lamercie Jean-Claude sold 3,000 shares of the stock in a transaction that occurred on Friday, May 22nd. The stock was sold at an average price of $216.00, for a total value of $648,000.00. Following the completion of the transaction, the senior vice president owned 12,626 shares in the company, valued at $2,727,216. This represents a 19.20% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 0.80% of the company’s stock.

Analyst Ratings Changes

ARW has been the subject of several recent analyst reports. Bank of America upgraded shares of Arrow Electronics from an “underperform” rating to a “neutral” rating and raised their target price for the stock from $122.00 to $233.00 in a report on Wednesday, May 13th. Zacks Research lowered shares of Arrow Electronics from a “strong-buy” rating to a “hold” rating in a report on Monday, August 3rd. Wall Street Zen upgraded Arrow Electronics from a “buy” rating to a “strong-buy” rating in a report on Saturday, July 25th. Wells Fargo & Company upped their price target on Arrow Electronics from $175.00 to $200.00 and gave the company an “underweight” rating in a research report on Friday. Finally, Raymond James Financial restated an “outperform” rating and set a $250.00 price objective on shares of Arrow Electronics in a research report on Friday. Three investment analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, Arrow Electronics has a consensus rating of “Hold” and an average price target of $233.25.

Arrow Electronics Trading Up 0.0%

Shares of NYSE:ARW opened at $203.51 on Monday. The firm has a fifty day moving average of $215.78 and a two-hundred day moving average of $181.09. The firm has a market capitalization of $10.41 billion, a P/E ratio of 13.00 and a beta of 1.20. Arrow Electronics, Inc. has a 12-month low of $101.79 and a 12-month 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) last posted its quarterly earnings results on Thursday, August 6th. The technology company reported $5.45 earnings per share for the quarter, topping analysts’ consensus estimates 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 for the quarter, compared to the consensus estimate of $9.67 billion. During the same period in the prior year, the business posted $2.43 earnings per share. Arrow Electronics’s revenue for the quarter 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. On average, equities analysts expect that Arrow Electronics, Inc. will post 19.15 EPS for the current fiscal year.

Arrow Electronics announced that its board has approved a stock buyback program on Wednesday, May 13th that allows the company to repurchase $1.00 billion in shares. This repurchase authorization allows the technology company to purchase up to 9.7% of its shares through open market purchases. Shares repurchase programs are typically a sign that the company’s leadership believes its stock is undervalued.

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.