Two Point Capital Management Inc. Acquires New Shares in Arrow Electronics, Inc. $ARW

Two Point Capital Management Inc. bought a new position in shares of Arrow Electronics, Inc. (NYSE:ARW) during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm bought 19,083 shares of the technology company’s stock, valued at approximately $2,432,000. Arrow Electronics comprises 1.0% of Two Point Capital Management Inc.’s holdings, making the stock its 25th largest holding.

Other institutional investors and hedge funds also recently modified their holdings of the company. Farther Finance Advisors LLC boosted its stake in Arrow Electronics by 84.2% during the 2nd quarter. Farther Finance Advisors LLC now owns 221 shares of the technology company’s stock worth $28,000 after acquiring an additional 101 shares during the last quarter. Operose Advisors LLC bought a new stake in Arrow Electronics during the 1st quarter worth approximately $31,000. Geneos Wealth Management Inc. lifted its position in Arrow Electronics by 68.1% in the 1st 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 in the last quarter. Golden State Wealth Management LLC boosted its position in shares of Arrow Electronics by 111.7% during the first quarter. Golden State Wealth Management LLC now owns 379 shares of the technology company’s stock worth $39,000 after buying an additional 200 shares during the period. Finally, Quarry LP grew its stake in shares of Arrow Electronics by 321.7% during the 1st quarter. Quarry LP now owns 388 shares of the technology company’s stock worth $40,000 after acquiring an additional 296 shares in the last quarter. 99.34% of the stock is owned by institutional investors.

Analyst Ratings Changes

Several research analysts have recently weighed in on the stock. Wall Street Zen upgraded shares of Arrow Electronics from a “hold” rating to a “buy” rating in a research note on Saturday, July 26th. Bank of America raised their price objective on Arrow Electronics from $105.00 to $110.00 and gave the stock an “underperform” rating in a research note on Monday, June 9th. One investment analyst has rated the stock with a Buy rating, one has issued a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, Arrow Electronics currently has an average rating of “Reduce” and an average price target of $115.75.

Arrow Electronics Stock Up 0.5%

Arrow Electronics stock opened at $122.35 on Friday. The company has a quick ratio of 1.07, a current ratio of 1.39 and a debt-to-equity ratio of 0.37. The firm’s fifty day moving average is $123.93 and its 200 day moving average is $119.15. The company has a market capitalization of $6.30 billion, a PE ratio of 13.84, a PEG ratio of 0.58 and a beta of 1.09. Arrow Electronics, Inc. has a 12-month low of $86.50 and a 12-month high of $137.80.

Arrow Electronics (NYSE:ARW) last released its quarterly earnings results on Thursday, July 31st. The technology company reported $2.43 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.03 by $0.40. The business had revenue of $7.58 billion during the quarter, compared to the consensus estimate of $7.12 billion. Arrow Electronics had a return on equity of 8.37% and a net margin of 1.64%.The company’s quarterly revenue was up 10.0% on a year-over-year basis. During the same quarter in the previous year, the business earned $2.78 EPS. Arrow Electronics has set its Q3 2025 guidance at 2.160-2.360 EPS. As a group, sell-side analysts predict that Arrow Electronics, Inc. will post 10.57 EPS for the current fiscal year.

Insider Buying and Selling

In other Arrow Electronics news, CEO Sean J. Kerins bought 8,630 shares of Arrow Electronics stock in a transaction dated Friday, August 1st. The stock was purchased at an average price of $114.91 per share, for a total transaction of $991,673.30. Following the completion of the purchase, the chief executive officer directly owned 122,408 shares of the company’s stock, valued at approximately $14,065,903.28. This trade represents a 7.58% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which is accessible through this link. 1.00% of the stock is currently owned by company insiders.

About Arrow Electronics

Arrow Electronics, Inc provides products, services, and solutions to industrial and commercial users of electronic components and enterprise computing solutions in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company operates in two segments, Global Components and Global Enterprise Computing Solutions.