Carine Lamercie Jean-Claude Sells 4,000 Shares of Arrow Electronics (NYSE:ARW) Stock

Arrow Electronics, Inc. (NYSE:ARW) SVP Carine Lamercie Jean-Claude sold 4,000 shares of the business’s stock in a transaction dated Wednesday, February 11th. The shares were sold at an average price of $156.65, for a total value of $626,600.00. Following the completion of the transaction, the senior vice president directly owned 16,261 shares in the company, valued at $2,547,285.65. This represents a 19.74% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink.

Arrow Electronics Trading Up 0.1%

Shares of ARW stock opened at $155.84 on Friday. Arrow Electronics, Inc. has a fifty-two week low of $86.50 and a fifty-two week high of $160.63. The company has a debt-to-equity ratio of 0.46, a quick ratio of 1.09 and a current ratio of 1.36. The stock has a 50 day simple moving average of $122.34 and a two-hundred day simple moving average of $119.91. The company has a market cap of $7.96 billion, a P/E ratio of 14.24, a PEG ratio of 0.78 and a beta of 1.04.

Arrow Electronics (NYSE:ARW) last announced its quarterly earnings data 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 the consensus estimate of $8.16 billion. During the same quarter last year, the firm posted $2.97 EPS. The company’s quarterly 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 forecast that Arrow Electronics, Inc. will post 10.57 earnings per share for the current year.

Institutional Investors Weigh In On Arrow Electronics

Institutional investors have recently bought and sold shares of the stock. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its stake in Arrow Electronics by 45.9% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 20,748 shares of the technology company’s stock valued at $2,154,000 after acquiring an additional 6,523 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its holdings in shares of Arrow Electronics by 8.0% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 199,971 shares of the technology company’s stock valued at $20,763,000 after purchasing an additional 14,886 shares during the last quarter. Geneos Wealth Management Inc. boosted its holdings in Arrow Electronics by 68.1% during the first quarter. Geneos Wealth Management Inc. now owns 353 shares of the technology company’s stock worth $37,000 after purchasing an additional 143 shares during the last quarter. Sivia Capital Partners LLC bought a new stake in Arrow Electronics in the 2nd quarter worth about $492,000. Finally, Truist Financial Corp increased its stake in Arrow Electronics by 6.7% in the 2nd quarter. Truist Financial Corp now owns 5,307 shares of the technology company’s stock valued at $676,000 after buying an additional 334 shares during the last quarter. Institutional investors own 99.34% of the company’s stock.

Key Headlines Impacting Arrow Electronics

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

Wall Street Analyst Weigh In

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

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.