Janus Henderson Group PLC Sells 39,356 Shares of Arrow Electronics, Inc. $ARW

Janus Henderson Group PLC lessened its stake in shares of Arrow Electronics, Inc. (NYSE:ARW) by 63.0% in the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor owned 23,092 shares of the technology company’s stock after selling 39,356 shares during the period. Janus Henderson Group PLC’s holdings in Arrow Electronics were worth $3,313,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently bought and sold shares of the company. Bull Harbor Capital LLC purchased a new position in Arrow Electronics during the 1st quarter worth $472,000. Arkadios Wealth Advisors grew its position in shares of Arrow Electronics by 7.3% during the 1st quarter. Arkadios Wealth Advisors now owns 2,453 shares of the technology company’s stock worth $352,000 after buying an additional 167 shares in the last quarter. Amundi increased its stake in shares of Arrow Electronics by 83.3% during the first quarter. Amundi now owns 209,973 shares of the technology company’s stock valued at $30,112,000 after buying an additional 95,419 shares during the period. California State Teachers Retirement System raised its holdings in shares of Arrow Electronics by 23.0% in the first quarter. California State Teachers Retirement System now owns 60,065 shares of the technology company’s stock valued at $8,614,000 after acquiring an additional 11,219 shares in the last quarter. Finally, Royal Bank of Canada raised its holdings in shares of Arrow Electronics by 12.0% in the first quarter. Royal Bank of Canada now owns 28,966 shares of the technology company’s stock valued at $4,154,000 after acquiring an additional 3,094 shares in the last quarter. Institutional investors own 99.34% of the company’s stock.

Key Arrow Electronics News

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

• Positive Sentiment: Second-quarter results exceeded expectations: Arrow reported adjusted EPS of $5.45 versus the $4.45 consensus estimate, while revenue rose 31.8% year over year to $9.99 billion, above forecasts. Arrow Electronics Q2 Earnings Beat Estimates, Revenues Rise Y/Y
• Positive Sentiment: Demand and backlog trends remain encouraging: Management cited broadening demand in Global Components, including AI, aerospace and industrial markets. Book-to-bill remained above 1, with backlog extending into the first half of 2027. Arrow Q2 Earnings Call Signals More Runway in Components
• Positive Sentiment: Capital allocation and analyst support provided offsets: A new share-repurchase plan, lower debt and margin-expansion commentary support the investment case. Truist maintained a Buy rating with a $250 price target, implying meaningful potential upside from recent trading levels. Truist raises Arrow Electronics price target
• Neutral Sentiment: Leadership change: Arrow appointed Deidra C. Merriwether as president and chief operating officer. The change could support execution, but investors may await more details on her priorities and expected impact. Arrow Electronics Appoints Deidra C. Merriwether
• Negative Sentiment: Third-quarter guidance implies sequential earnings moderation: Arrow forecast non-GAAP EPS of $4.83–$5.03 and revenue of $9.6–$10.2 billion. Although above consensus, the EPS outlook is below the latest quarter’s result, and investors appeared to expect a larger upgrade after the stock’s strong run.
• Negative Sentiment: Margin concerns persist: Partner restructuring charges continued to weigh on Enterprise Computing Solutions, while management acknowledged remaining pressure in parts of the business.
• Negative Sentiment: Insider selling may have added pressure: Quiver Quantitative reported 14 insider sales and no purchases during the past six months. Institutional positioning was mixed, with several large funds reducing their holdings.

Analyst Upgrades and Downgrades

ARW has been the topic of several recent research reports. Weiss Ratings reiterated a “buy (b-)” rating on shares of Arrow Electronics in a report on Tuesday, May 26th. Wells Fargo & Company upped their price target on shares of Arrow Electronics from $175.00 to $200.00 and gave the stock an “underweight” rating in a research report on Friday. Raymond James Financial reiterated an “outperform” rating and set a $250.00 price objective on shares of Arrow Electronics in a research note on Friday. Wall Street Zen raised shares of Arrow Electronics from a “buy” rating to a “strong-buy” rating in a research note on Saturday, July 25th. Finally, Truist Financial dropped their target price on Arrow Electronics from $260.00 to $250.00 and set a “buy” rating on the stock in a research report on Friday. Three analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the company has an average rating of “Hold” and an average target price of $233.25.

Insider Buying and Selling at Arrow Electronics

In other Arrow Electronics news, SVP Carine Lamercie Jean-Claude sold 3,000 shares of the firm’s stock in a transaction dated Friday, May 22nd. The stock was sold at an average price of $216.00, for a total value of $648,000.00. Following the completion of the sale, the senior vice president owned 12,626 shares of the company’s stock, valued at approximately $2,727,216. This trade represents a 19.20% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Eric Nowak sold 3,473 shares of the business’s stock in a transaction dated Wednesday, May 20th. The stock was sold at an average price of $210.99, for a total value of $732,768.27. Following the sale, the insider owned 48,835 shares in the company, valued at $10,303,696.65. The trade was a 6.64% decrease in their position. The disclosure for this sale is available in the SEC filing. 0.80% of the stock is owned by insiders.

Arrow Electronics Stock Down 8.4%

Shares of Arrow Electronics stock opened at $203.51 on Friday. The company has a quick ratio of 1.02, a current ratio of 1.24 and a debt-to-equity ratio of 0.35. The company has a market cap of $10.41 billion, a P/E ratio of 13.00 and a beta of 1.20. The firm’s 50 day moving average price is $215.78 and its 200-day moving average price is $180.65. Arrow Electronics, Inc. has a 52-week low of $101.79 and a 52-week high of $237.33.

Arrow Electronics (NYSE:ARW) last posted its earnings results on Thursday, August 6th. The technology company reported $5.45 EPS for the quarter, beating analysts’ consensus estimates of $4.45 by $1.00. Arrow Electronics had a net margin of 2.26% and a return on equity of 13.63%. The company had revenue of $9.99 billion during the quarter, compared to analysts’ expectations of $9.67 billion. During the same quarter in the prior year, the company posted $2.43 earnings per share. Arrow Electronics’s revenue for the quarter was up 31.8% compared to the same quarter last year. Arrow Electronics has set its Q3 2026 guidance at 4.830-5.030 EPS. On average, sell-side analysts predict that Arrow Electronics, Inc. will post 19.15 EPS for the current fiscal year.

Arrow Electronics declared that its Board of Directors has initiated a share 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 buy up to 9.7% of its stock through open market purchases. Stock buyback plans are generally a sign that the company’s management 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.