Jefferies Financial Group Inc. Acquires New Position in Arrow Electronics, Inc. $ARW

Jefferies Financial Group Inc. bought a new position in shares of Arrow Electronics, Inc. (NYSE:ARW) during the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor bought 3,600 shares of the technology company’s stock, valued at approximately $768,000.

A number of other hedge funds also recently added to or reduced their stakes in ARW. Bayban purchased a new position in Arrow Electronics in the 1st quarter valued at approximately $26,000. Northwestern Mutual Wealth Management Co. grew its stake in shares of Arrow Electronics by 112.0% in the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 248 shares of the technology company’s stock worth $27,000 after acquiring an additional 131 shares in the last quarter. Transamerica Financial Advisors LLC purchased a new stake in shares of Arrow Electronics during the fourth quarter worth $27,000. Keating Financial Advisory Services Inc. purchased a new stake in shares of Arrow Electronics during the second quarter worth $28,000. Finally, Advisory Services Network LLC acquired a new stake in shares of Arrow Electronics in the third quarter valued at $31,000. 99.34% of the stock is currently owned by institutional investors and hedge funds.

Arrow Electronics Price Performance

Shares of ARW opened at $203.70 on Monday. The firm has a market capitalization of $10.37 billion, a price-to-earnings ratio of 13.02, a PEG ratio of 0.30 and a beta of 1.20. The firm’s fifty day simple moving average is $210.78 and its 200-day simple moving average is $189.24. Arrow Electronics, Inc. has a twelve month low of $101.79 and a twelve month high of $237.33. 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 issued its earnings results on Thursday, August 6th. The technology company reported $5.45 EPS for the quarter, topping analysts’ consensus estimates of $4.45 by $1.00. The firm had revenue of $9.99 billion during the quarter, compared to the consensus estimate of $9.67 billion. Arrow Electronics had a net margin of 2.26% and a return on equity of 13.41%. The company’s revenue was up 31.8% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $2.43 earnings per share. Arrow Electronics has set its Q3 2026 guidance at 4.830-5.030 EPS. Equities analysts forecast that Arrow Electronics, Inc. will post 21.24 EPS for the current fiscal year.

Arrow Electronics declared that its board has approved a share repurchase 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 reacquire up to 9.7% of its stock through open market purchases. Stock repurchase plans are often an indication that the company’s board believes its stock is undervalued.

Wall Street Analysts Forecast Growth

Several research analysts recently commented on the company. Truist Financial lowered their target price on Arrow Electronics from $260.00 to $250.00 and set a “buy” rating for the company in a research note on Friday, August 7th. Bank of America raised Arrow Electronics from an “underperform” rating to a “neutral” rating and increased their price target for the company from $122.00 to $233.00 in a research report on Wednesday, May 13th. Wells Fargo & Company lifted their price objective on Arrow Electronics from $175.00 to $200.00 and gave the company an “underweight” rating in a research note on Friday, August 7th. Wall Street Zen raised Arrow Electronics from a “buy” rating to a “strong-buy” rating in a research report on Saturday, July 25th. Finally, Zacks Research downgraded Arrow Electronics from a “strong-buy” rating to a “hold” rating in a research report on Monday, August 3rd. Three analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, Arrow Electronics currently has an average rating of “Hold” and a consensus target price of $233.25.

Key Stories Impacting Arrow Electronics

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

• Positive Sentiment: Analysts tracked by American Banking News assign Arrow Electronics an average price target of $233.25, implying meaningful upside from recent trading levels. Arrow Electronics Receives $233.25 Average Price Target from Analysts
• Positive Sentiment: Zacks Research raised its Arrow Electronics EPS forecasts across multiple periods, including FY2026 to $20.41 from $17.19, FY2027 to $20.08 from $16.22, and FY2028 to $19.28 from $15.33. The firm also lifted estimates for several quarterly periods, including Q3 2026 to $5.01 from $3.25 and Q3 2027 to $5.05 from $3.21.
• Neutral Sentiment: Zacks Research maintained a Hold rating, suggesting that the higher earnings forecasts have not yet prompted the analyst to view ARW as an outright buy. The current-year consensus EPS estimate is approximately $20.44, broadly in line with Zacks’ revised FY2026 forecast.
• Negative Sentiment: The stock’s decline may reflect valuation and momentum concerns following a strong run toward its 12-month high of $237.33. Investors may also be weighing the fact that Zacks’ longer-term FY2028 estimate of $19.28 is below its FY2027 forecast, despite the upward revisions.

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.