4,870 Shares in Arrow Electronics, Inc. $ARW Acquired by Freestone Grove Partners LP

Freestone Grove Partners LP purchased a new position in shares of Arrow Electronics, Inc. (NYSE:ARW) in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 4,870 shares of the technology company’s stock, valued at approximately $1,039,000.

Several other institutional investors and hedge funds have also bought and sold shares of ARW. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its holdings in shares of Arrow Electronics by 45.9% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 20,748 shares of the technology company’s stock worth $2,154,000 after purchasing an additional 6,523 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its position in Arrow Electronics by 8.0% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 199,971 shares of the technology company’s stock worth $20,763,000 after purchasing an additional 14,886 shares during the period. Geneos Wealth Management Inc. raised its stake in shares of Arrow Electronics by 68.1% during the 1st quarter. Geneos Wealth Management Inc. now owns 353 shares of the technology company’s stock valued at $37,000 after buying an additional 143 shares during the last quarter. Sivia Capital Partners LLC purchased a new position in shares of Arrow Electronics during the 2nd quarter valued at about $492,000. Finally, Walleye Capital LLC acquired a new position in shares of Arrow Electronics in the 2nd quarter valued at about $475,000. 99.34% of the stock is currently owned by institutional investors and hedge funds.

Arrow Electronics News Roundup

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

• Positive Sentiment: Zacks raised its Q3 2026 EPS forecast to $5.01 from $3.25 and its FY2026 estimate to $20.41 from $17.19, suggesting stronger near-term profitability than previously expected.
• Positive Sentiment: The firm also increased its FY2027 EPS forecast to $20.08 from $16.22 and FY2028 EPS to $19.28 from $15.33, indicating improved expectations for Arrow Electronics’ longer-term earnings power.
• Positive Sentiment: Several quarterly estimates were upgraded, including Q4 2026 EPS to $4.74 from $4.23, Q1 2027 to $4.73 from $4.12, Q3 2027 to $5.05 from $3.21, Q4 2027 to $5.26 from $4.24, Q1 2028 to $3.92 from $3.45, and Q2 2028 to $5.19 from $4.55. These revisions point to broad-based improvement rather than a single-quarter adjustment.
• Neutral Sentiment: Zacks’ FY2026 forecast of $20.41 is essentially in line with the broader consensus estimate of $20.44, limiting the potential for a major valuation reset despite the positive revisions.
• Neutral Sentiment: The continued Hold rating signals that Zacks sees improving earnings expectations but not enough evidence yet to recommend buying the stock outright.

Analyst Upgrades and Downgrades

ARW has been the topic of a number of recent research reports. Raymond James Financial restated an “outperform” rating and issued a $250.00 target price on shares of Arrow Electronics in a research note on Friday, August 7th. Zacks Research downgraded Arrow Electronics from a “strong-buy” rating to a “hold” rating in a report on Monday, August 3rd. Bank of America upgraded Arrow Electronics from an “underperform” rating to a “neutral” rating and upped their price objective for the stock from $122.00 to $233.00 in a research report on Wednesday, May 13th. Truist Financial dropped their price objective on shares of Arrow Electronics from $260.00 to $250.00 and set a “buy” rating on the stock in a research note on Friday, August 7th. Finally, Wall Street Zen raised shares of Arrow Electronics from a “buy” rating to a “strong-buy” rating in a report on Saturday, July 25th. Three equities research 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. According to MarketBeat, Arrow Electronics presently has an average rating of “Hold” and an average target price of $233.25.

Arrow Electronics Stock Down 2.5%

Shares of ARW opened at $203.70 on Friday. The firm has a market cap of $10.37 billion, a P/E ratio of 13.02, a PEG ratio of 0.31 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 stock’s 50 day moving average is $210.78 and its two-hundred day moving average is $189.02. The company has a current ratio of 1.22, a quick ratio of 1.01 and a debt-to-equity ratio of 0.29.

Arrow Electronics (NYSE:ARW) last announced its earnings results on Thursday, August 6th. The technology company reported $5.45 earnings per share for the quarter, topping the consensus estimate of $4.45 by $1.00. Arrow Electronics had a return on equity of 13.41% and a net margin of 2.26%.The business had revenue of $9.99 billion during the quarter, compared to the consensus estimate of $9.67 billion. During the same period in the prior year, the company posted $2.43 EPS. The business’s quarterly revenue was up 31.8% on a year-over-year basis. Arrow Electronics has set its Q3 2026 guidance at 4.830-5.030 EPS. Analysts predict that Arrow Electronics, Inc. will post 21.24 earnings per share for the current fiscal year.

Arrow Electronics declared that its board has initiated a stock buyback plan on Wednesday, May 13th that authorizes the company to buyback $1.00 billion in outstanding shares. This buyback authorization authorizes the technology company to purchase up to 9.7% of its shares through open market purchases. Shares buyback plans are usually an indication that the company’s leadership believes its stock is undervalued.

About Arrow Electronics

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.