Krilogy Financial LLC Buys New Holdings in Arrow Electronics, Inc. $ARW

Krilogy Financial LLC purchased a new position in shares of Arrow Electronics, Inc. (NYSE:ARW) during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 6,197 shares of the technology company’s stock, valued at approximately $699,000.

A number of other hedge funds also recently made changes to their positions in the business. Root Financial Partners LLC bought a new position in shares of Arrow Electronics during the 3rd quarter worth about $26,000. Winnow Wealth LLC bought a new stake in shares of Arrow Electronics in the 3rd quarter valued at approximately $26,000. True Wealth Design LLC lifted its position in shares of Arrow Electronics by 660.0% during the 2nd quarter. True Wealth Design LLC now owns 266 shares of the technology company’s stock worth $34,000 after buying an additional 231 shares during the period. Hantz Financial Services Inc. boosted its stake in Arrow Electronics by 1,547.1% in the 2nd quarter. Hantz Financial Services Inc. now owns 280 shares of the technology company’s stock valued at $36,000 after buying an additional 263 shares in the last quarter. Finally, Geneos Wealth Management Inc. grew its position in Arrow Electronics by 68.1% in the first quarter. Geneos Wealth Management Inc. now owns 353 shares of the technology company’s stock valued at $37,000 after acquiring an additional 143 shares during the period. Institutional investors and hedge funds own 99.34% of the company’s stock.

Insider Transactions at Arrow Electronics

In other Arrow Electronics news, insider Eric Nowak sold 12,699 shares of the stock in a transaction on Wednesday, February 11th. The shares were sold at an average price of $157.09, for a total value of $1,994,885.91. Following the sale, the insider directly owned 43,509 shares in the company, valued at approximately $6,834,828.81. This trade represents a 22.59% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, SVP Carine Lamercie Jean-Claude sold 4,000 shares of the business’s stock in a transaction on Wednesday, February 11th. The shares were sold at an average price of $156.65, for a total transaction of $626,600.00. Following the completion of the transaction, the senior vice president directly owned 16,261 shares of the company’s stock, valued at $2,547,285.65. This trade represents a 19.74% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 1.00% of the stock is currently owned by company insiders.

Arrow Electronics News Summary

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

• Positive Sentiment: Zacks and other outlets have recently pushed bullish coverage — Zacks upgraded ARW (strong-buy) and included it among broker-adored picks, which can attract momentum flows and retail attention. 5 Broker-Adored Stocks
• Positive Sentiment: Technical indicator: ARW printed a 50-day moving average crossover above the 200-day (a “golden cross”), a classic momentum buy signal that can trigger technical buying. Golden cross article
• Positive Sentiment: Fundamentals: Q4 results (reported Feb 5) beat EPS and revenue estimates and management set Q1 FY2026 EPS guidance of $2.13–$2.33 — a concrete earnings/guidance beat that underpins investor confidence and justifies higher valuation.
• Neutral Sentiment: Options and volatility: Implied volatility on ARW options has risen, signaling greater trader uncertainty; that raises hedging costs and can amplify intraday moves (neutral for fundamentals but increases short-term noise). Implied volatility article
• Negative Sentiment: Insider selling: Two insiders executed large sales on Feb 11 (SVP Carine Lamercie Jean‑Claude sold 4,000 shares at ~$156.65; Eric Nowak sold 12,699 shares at ~$157.09). These sizable, disclosed sales (SEC filings) can be read as diversification or profit-taking but often weighs on near-term sentiment. InsiderTrades alert Form 4 (Carine) Form 4 (Nowak)
• Negative Sentiment: Regulatory/IP risk flagged: TipRanks highlighted newly disclosed legal, regulatory and IP exposures in ARW’s filings — potential liabilities that could pressure sentiment if developments escalate. TipRanks risk disclosure
• Negative Sentiment: Analyst mix: despite some upgrades, aggregate analyst coverage remains mixed with several underweight/reduce recommendations and a consensus target below current trading — that can cap upside if institutional holders trim exposure. Analyst ratings summary

Analyst Ratings Changes

ARW has been the subject of a number of recent analyst reports. Wall Street Zen upgraded shares of Arrow Electronics from a “hold” rating to a “buy” rating in a research report on Saturday, February 7th. Zacks Research upgraded Arrow Electronics from a “hold” rating to a “strong-buy” rating in a research report on Monday, February 9th. Wells Fargo & Company increased their target price on Arrow Electronics from $94.00 to $115.00 and gave the stock an “underweight” rating in a report on Friday, February 6th. Finally, Truist Financial lifted their price target on Arrow Electronics from $120.00 to $148.00 and gave the company a “hold” rating in a report on Friday, February 6th. One equities research analyst has rated the stock with a Strong Buy rating, two have given a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus price target of $124.33.

Arrow Electronics Price Performance

Shares of ARW stock opened at $155.84 on Friday. The company has a quick ratio of 1.09, a current ratio of 1.36 and a debt-to-equity ratio of 0.46. Arrow Electronics, Inc. has a 12 month low of $86.50 and a 12 month high of $160.63. The firm has a market cap of $7.96 billion, a price-to-earnings ratio of 14.24, a PEG ratio of 0.78 and a beta of 1.04. The stock has a 50-day moving average price of $122.34 and a 200 day moving average price of $119.91.

Arrow Electronics (NYSE:ARW) last issued its quarterly earnings results on Thursday, February 5th. The technology company reported $4.39 EPS for the quarter, topping the consensus estimate of $3.55 by $0.84. Arrow Electronics had a net margin of 1.85% and a return on equity of 9.01%. The company had revenue of $8.75 billion during the quarter, compared to analysts’ expectations of $8.16 billion. During the same quarter in the previous year, the company earned $2.97 EPS. Arrow Electronics’s 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. Research analysts expect that Arrow Electronics, Inc. will post 10.57 EPS for the current year.

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.