Pallas Capital Advisors LLC Makes New $1.15 Million Investment in Arrow Electronics, Inc. $ARW
Pallas Capital Advisors LLC has made a new $1.15 million investment in Arrow Electronics, acquiring 5,407 shares. Institutional investors collectively hold 99.34% of the company, which recently reported stronger-than-expected quarterly earnings and authorized a $1 billion share-repurchase program. Analyst sentiment is mixed, with an average "Hold" rating and a target price of $233.25.
13,588 Shares in Arrow Electronics, Inc. $ARW Acquired by Foster & Motley Inc.
Foster & Motley Inc. recently acquired 13,588 shares of Arrow Electronics (NYSE:ARW) stock, valued at approximately $2.9 million, according to an SEC filing. This acquisition is part of broader institutional investor activity, with several other firms also adjusting their positions in the company, which reported strong quarterly results and announced a $1 billion share repurchase program. Despite a mixed outlook from analysts, institutional investors and hedge funds collectively own 99.34% of Arrow Electronics.
125,168 Shares in Arrow Electronics, Inc. $ARW Bought by Pzena Investment Management LLC
Pzena Investment Management LLC has acquired 125,168 shares of Arrow Electronics (NYSE:ARW), valued at approximately $26.7 million, giving it a 0.24% stake in the company. This comes as Arrow Electronics reported strong quarterly results, beating EPS and revenue expectations, and authorized a $1 billion share repurchase program. Despite some mixed analyst sentiment and insider selling, institutional investors collectively own 99.34% of the company's stock.
Perigon Wealth Management LLC Makes New Investment in Arrow Electronics, Inc. $ARW
Perigon Wealth Management LLC has made a new investment in Arrow Electronics, Inc. (NYSE:ARW), purchasing 7,119 shares valued at approximately $1.52 million during the second quarter. This comes as institutional investors collectively own 99.34% of the company, despite recent insider share sales. Arrow Electronics reported strong quarterly earnings, beating estimates with an EPS of $5.45 and a 31.8% revenue increase year-over-year, alongside authorizing a $1 billion share-repurchase program.
Is Arrow Electronics (ARW) Cheap As Strong Earnings And Guidance Lift Valuation Questions?
Arrow Electronics (ARW) recently reported strong Q2 2026 sales and net income, along with positive earnings guidance and M&A plans, leading to a 78.4% one-year total shareholder return. While some fair value estimates suggest it's undervalued by 2.9% due to increasing recurring revenue streams, another discounted cash flow model indicates the stock might be overvalued. The article encourages investors to analyze the details and risks to determine the true value of ARW.
Arrow Electronics adds seven countries to distribution coverage with IBM
Arrow Electronics has expanded its distribution coverage for IBM solutions to include seven new countries: Bulgaria, Croatia, the Czech Republic, Germany, Slovakia, Slovenia, and Ukraine. This expansion strengthens Arrow's long-standing relationship with IBM and provides channel partners in these regions with access to IBM's portfolio across infrastructure, automation, and data, along with Arrow's technical expertise and support programs. The initiative aims to help partners deliver scalable enterprise solutions and navigate complex IT environments.
Arrow Electronics (NYSE: ARW) director gets 146 deferred stock units
Andrew Charles Kerin, a director at Arrow Electronics (NYSE: ARW), acquired 146.03 Deferred Stock Units through a non-employee director deferred compensation plan. These units, which will be settled in Common Stock upon his death or separation from service, increase his direct holdings to 14,756.51 units. The transaction was reported with a per-unit price of $0.00, indicating a grant rather than a purchase.
Arrow Electronics (NYSE: ARW) awards new deferred stock units to board member
Arrow Electronics (NYSE: ARW) director Carol P. Lowe was awarded 163.56 deferred stock units on August 14, 2026, as reported in a recent Form 4 filing. These units, part of the company's Non-Employee Directors Deferred Compensation Plan, will settle into common stock upon her death or separation from service. Following this grant, Lowe directly holds a total of 4,773.21 deferred stock units.
Arrow Electronics (NYSE: ARW) director adds deferred stock units
Michael D. Hayford, a director at Arrow Electronics (NYSE: ARW), was awarded 128.51 Deferred Stock Units on August 14, 2026, under the company's Non-Employee Directors Deferred Compensation Plan. These units, which settle into common stock upon death or separation from service, bring his total direct holdings to 2055.28 Deferred Stock Units. The transaction, reported in a Form 4 filing, is considered neutral in sentiment and impact.
Arrow Electronics Shows Why Operating Leverage Is Driving the Recovery
Arrow Electronics (ARW) reported strong Q2 2026 results, with non-GAAP diluted EPS climbing 124% to $5.45 on a 31.8% rise in consolidated sales to $9.992 billion. This significant outperformance of profit growth over sales growth is attributed to operating leverage, primarily driven by the Global Components business. While the recovery is real and balance sheet flexibility improved, investors are cautioned to monitor the sustainability of growth in Global Components and the margin repair in Enterprise Computing Solutions.
Arrow Electronics expands IBM distribution to seven countries
Arrow Electronics has announced an expansion of its IBM distribution coverage to include seven additional European countries: Bulgaria, Croatia, the Czech Republic, Germany, Slovakia, Slovenia, and Ukraine. This move strengthens Arrow's long-standing relationship with IBM, providing channel partners in these nations with access to IBM's infrastructure, automation, and data portfolio, along with Arrow's technical support and accelerator programs. Arrow, which reported $31 billion in sales in 2025, previously distributed IBM solutions across various other regions.
Focus Partners Advisor Solutions LLC Invests $1.34 Million in Arrow Electronics, Inc. $ARW
Focus Partners Advisor Solutions LLC has invested approximately $1.34 million in Arrow Electronics, acquiring 6,291 shares of the technology company in the second quarter. Arrow Electronics recently surpassed quarterly earnings and revenue expectations, reporting $5.45 EPS and $9.99 billion in revenue, and also authorized a $1 billion share buyback program. Despite mixed analyst sentiment resulting in a consensus "Hold" rating, institutional investors collectively own 99.34% of the company's stock.
Is Arrow Electronics (ARW) Cheap As Strong Earnings And Guidance Lift Valuation Questions?
Arrow Electronics (ARW) recently reported strong Q2 2026 earnings and provided positive guidance, leading to questions about its valuation. While some analyses suggest it is slightly undervalued based on growth and margin assumptions, others, like the Simply Wall St DCF model, indicate it might be overvalued. The article explores these contrasting views, highlighting the company's shift towards higher-margin, recurring revenue streams and potential risks like disintermediation and inventory issues.
Zacks Market Edge Highlights: ARW, MKSI and MWH
The Zacks Market Edge podcast, hosted by Tracey Ryniec and featuring John Blank, discusses the state of the U.S. economy and the potential for a 2026 recession, despite the stock market reaching new highs. They highlight three Zacks Rank #1 (Strong Buy) stocks—Arrow Electronics (ARW), MKS Inc. (MKSI), and SOLV Energy (MWH)—that are benefiting from the AI revolution's infrastructure buildout. These companies, while not direct AI players like NVIDIA, are seeing significant revenue and earnings growth due to increased spending in data center development.
Lecap Asset Management Ltd. Makes New Investment in Arrow Electronics, Inc. $ARW
Lecap Asset Management Ltd. recently invested $1.69 million in Arrow Electronics (NYSE: ARW), acquiring 7,906 shares during the second quarter. This new stake contributes to institutional investors collectively owning 99.34% of the company. Arrow Electronics surpassed Q2 earnings expectations with $5.45 EPS and $9.99 billion in revenue, leading to a $1 billion share repurchase authorization.
Calamos Advisors LLC Buys New Holdings in Arrow Electronics, Inc. $ARW
Calamos Advisors LLC has acquired a new stake of 27,256 shares in Arrow Electronics, valued at approximately $5.8 million, making them a 0.05% owner. This purchase comes as Arrow Electronics reported strong quarterly earnings, beating estimates with $5.45 EPS and a 31.8% revenue increase year-over-year. Despite mixed analyst ratings, the company's board has authorized a $1 billion share repurchase program, indicating management confidence.
Polaris Capital Management LLC Has $41.76 Million Holdings in Arrow Electronics, Inc. $ARW
Polaris Capital Management LLC reduced its stake in Arrow Electronics by 31.7% in Q2, retaining 195,700 shares valued at $41.76 million, making it their 6th largest holding. Arrow Electronics exceeded earnings expectations with $5.45 EPS and $9.99 billion in revenue, and authorized a $1 billion share repurchase program. Analyst sentiment is mixed, with a consensus "Hold" rating and a target price of $233.25.
Arrow Electronics, Inc. $ARW Stock Position Decreased by Greenhaven Associates Inc.
Greenhaven Associates Inc. reduced its stake in Arrow Electronics (NYSE:ARW) by 6.9% in the second quarter, selling 131,707 shares but still retaining 1.76 million shares valued at $376.5 million. This adjustment makes Arrow Electronics the 10th largest holding in Greenhaven's portfolio, representing 4.3% of its total assets. Despite the reduction, Arrow Electronics reported strong quarterly results, exceeding expectations with $5.45 EPS and $9.99 billion in revenue, and also authorized a $1 billion share repurchase program.
Arrow Electronics' (ARW) Upgraded Outlook and M&A Plans: A Shift in Risk-Adjusted Return Priorities?
Arrow Electronics recently reported strong second-quarter earnings of US$9,992.24 million in sales and US$272.71 million in net income, subsequently raising its third-quarter guidance. The company plans to pursue disciplined M&A and continue share repurchases while maintaining an investment-grade credit rating. This positive outlook, coupled with new leadership, suggests a strategic focus on higher risk-adjusted returns, challenging previous cautious analyst perspectives.
Is the Options Market Predicting a Spike in Arrow Electronics Stock?
The options market suggests a potential significant move for Arrow Electronics (ARW) stock, with high implied volatility for its Sep 18, 2026 $135 Call option. This comes as analysts, specifically Zacks Investment Research, have a strong buy rating on ARW, increasing earnings estimates for the current quarter. The combination of high implied volatility and positive analyst sentiment could indicate a developing trading opportunity for investors.
Truist Financial Initiates Arrow Electronics Inc(ARW.US) With Buy Rating
Truist Financial has initiated coverage on Arrow Electronics Inc (ARW.US) with a "Buy" rating. This rating suggests that Truist Financial believes Arrow Electronics is a good investment opportunity.
Wedge Capital Management L L P NC Makes New Investment in Arrow Electronics, Inc. $ARW
Wedge Capital Management L.L.P. NC has initiated a new investment in Arrow Electronics, Inc. (NYSE:ARW), purchasing 338,823 shares valued at approximately $72.3 million, making it their 21st largest holding. This investment represents about 1.2% of Wedge Capital's portfolio and 0.66% of Arrow's outstanding shares. The move comes as Arrow Electronics reported strong quarterly earnings, surpassing analyst estimates, and authorized a $1 billion share repurchase program.
22,863 Shares in Arrow Electronics, Inc. $ARW Bought by Insight Wealth Strategies LLC
Insight Wealth Strategies LLC recently acquired 22,863 shares of Arrow Electronics (NYSE:ARW), valued at approximately $4.8 million. This acquisition is part of broader institutional investment, with institutional investors and hedge funds owning 99.34% of the company. Arrow Electronics reported strong quarterly earnings, surpassing analyst estimates, and has a consensus "Hold" rating from analysts with a price target of $233.25.
Arrow Electronics, Inc. Appoints Deidra C. Merriwether as President and Chief Operating Officer
Arrow Electronics, Inc. has appointed Deidra C. Merriwether as its new President and Chief Operating Officer. She will report to interim CEO William F. Austen and be responsible for the company's global business segments and logistics. Merriwether brings extensive experience from W.W. Grainger, Inc. and Sears Holdings Corporation, and her appointment is expected to strengthen Arrow's executive team and succession planning.
Should Value Investors Buy Arrow Electronics (ARW) Stock?
Arrow Electronics (ARW) is identified as a strong value stock by Zacks Investment Research, holding a Zacks Rank #1 (Strong Buy) and a Value grade of A. The article highlights several key valuation metrics, including a P/E ratio of 9.44, a PEG ratio of 0.46, a P/B ratio of 0.98, and a P/S ratio of 0.29, all of which are favorable when compared to industry averages. These metrics suggest that ARW is currently undervalued and presents an attractive investment opportunity for value investors.
Arrow Electronics (ARW) Stock May Be Overvalued As Its 80% Run Continues
Arrow Electronics (ARW) has seen an 80% increase in its stock price year-to-date, leading to a mixed valuation outlook. While a Discounted Cash Flow model suggests the stock is overvalued by about 25.8%, earnings-based multiples indicate it might still be undervalued compared to industry peers and fair benchmarks. The divergence highlights a debate between those focusing on cash flow timing and capital intensity versus those considering growth profile and sentiment, ultimately presenting both bull and bear cases for the stock's future performance.
Arrow Electronics (ARW) Stock May Be Overvalued As Its 80% Run Continues
Arrow Electronics (ARW) has seen an 80% stock increase year-to-date, presenting a mixed valuation picture. While its Discounted Cash Flow (DCF) model suggests the stock is overvalued by approximately 25.8%, its P/E ratio of 12.8x indicates it may be undervalued compared to the broader industry and peer averages. The article explores bull and bear cases, focusing on the company's ability to maintain margins and cash generation to justify its current price.
Arrow Electronics, Inc. $ARW Stock Holdings Trimmed by Pacer Advisors Inc.
Pacer Advisors Inc. significantly reduced its stake in Arrow Electronics (NYSE:ARW) by 95.9% in the first quarter, selling 139,224 shares and retaining 5,944 shares. Despite this, institutional investors and hedge funds still own 99.34% of the company. Arrow Electronics reported strong Q2 results with adjusted EPS of $5.45 and revenue of $9.99 billion, exceeding consensus estimates, and authorized a $1 billion share repurchase program.
Price to book forward of Arrow Electronics, Inc. – BX:ARW
This page provides financial information for Arrow Electronics, Inc. (BX:ARW), specifically focusing on its price-to-book forward ratio. It includes an overview of the company's financials and various data points related to its stock performance. The article is hosted on TradingView, a financial platform offering market data and analytical tools.
Assenagon Asset Management S.A. Increases Holdings in Arrow Electronics, Inc. $ARW
Assenagon Asset Management S.A. significantly increased its stake in Arrow Electronics (NYSE:ARW) by 307.9% in the second quarter, bringing its total holdings to 220,920 shares valued at approximately $47.1 million. This increase comes as Arrow Electronics reported strong second-quarter earnings, beating analyst expectations with an EPS of $5.45 and revenue of $9.99 billion, up 31.8% year-over-year. Despite positive demand trends and a $1 billion share-repurchase program, the stock saw an 8.4% decline, and third-quarter guidance suggests a sequential moderation in earnings.
Arrow Electronics (ARW) Stock Sells Off Despite Margin Expansion and EPS Surge
Arrow Electronics (ARW) experienced an 8% stock drop following its Q2 earnings release, despite reporting significant revenue growth and a surge in basic earnings per share. The company demonstrated a sharp increase in profitability, driven by higher-margin services and digital platforms, with operating margin expanding to 4.0%. While concerns remain about component demand and inventory levels, the financial results indicate strong operational improvements.
Arrow Electronics Inc (ARW) Stock Down 8.4% but Still Overvalued -- GF Score: 81/100
Arrow Electronics Inc (ARW) shares recently dropped 8.4% to $203.51, yet GuruFocus assesses the stock as 32.2% overvalued with a GF Value™ of $153.96. Despite a strong GF Score™ of 81/100, which reflects good growth and momentum, its valuation rank is low (3/10). Insider selling of $10.5 million with no buying activity also suggests a cautious outlook from management.
Raymond James Maintains Arrow Electronics Inc(ARW.US) With Buy Rating, Raises Target Price to $250
Raymond James has reiterated its Buy rating on Arrow Electronics Inc (ARW.US) and increased the target price to $250. This decision reflects the firm's positive outlook on the company's financial prospects and market position. The updated target price suggests an anticipated upside for ARW.US stock.
Why Arrow Electronics (ARW) Stock Is Down Today
Arrow Electronics (ARW) stock fell 9.4% despite reporting strong second-quarter revenues and earnings that exceeded market expectations. The decline appears to be driven by investor dissatisfaction with third-quarter guidance and ongoing margin pressures, rather than the headline financial results. Insider sales and significant institutional investor activity also feature in the analysis of the stock's performance.
Arrow Electronics Inc (ARW) (Q2 2026) Earnings Call Highlights: Record Revenue and EPS Surge 124%
Arrow Electronics Inc. reported record revenue of $10 billion in Q2 2026, marking a 32% year-over-year increase, with non-GAAP EPS surging 124% to $5.45, both exceeding expectations. The company demonstrated strong operating leverage with a 120 basis point expansion in operating margin to 4% and improved its balance sheet with a reduced adjusted leverage ratio of 1.75 times. Despite a decline in ECS non-GAAP operating margins due to charges on underperforming contracts, Arrow provides optimistic Q3 2026 guidance, expecting 28% year-over-year revenue growth.
ARROW ELECTRONICS, INC. 2026: Revenue $9.99B, EPS $5.26— 10-Q Summary
ARROW ELECTRONICS, INC. (ARW) reported strong financial results for the 2026 quarter, with revenue reaching $9.99 billion and diluted EPS of $5.26, indicating significant year-over-year growth in both sales and profitability. This growth was driven by strong demand in Global Components and Global ECS, particularly for AI-related products and value-added services, which also contributed to margin expansion. The company also progressed in its Operating Expense Efficiency Plan, anticipating substantial annual savings.
Arrow Electronics Inc (ARW) (Q2 2026) Earnings Call Highlights: Record Revenue and EPS Surge 124%
Arrow Electronics Inc. (ARW) reported record revenue of $10 billion and a 124% surge in non-GAAP EPS to $5.45 for Q2 2026, exceeding expectations. The company saw strong, broad-based growth across various sectors and geographies, with an expanded operating margin and improved balance sheet. Despite some challenges in ECS operating margins due to contract charges and non-seasonal Q3 guidance, the company remains optimistic about continued growth, particularly in AI, aerospace and defense, and the mass market, and maintains a disciplined capital allocation strategy.
Is Arrow Electronics (ARW) Fully Valued As Strong Q2 Earnings Lift Expectations?
Arrow Electronics (ARW) posted strong Q2 2026 results and announced M&A ambitions, leading to a significant share price increase. While analysts' consensus price target suggests the stock is currently near its fair value, a different valuation perspective based on its P/E ratio indicates a potential valuation risk or opportunity. Investors are encouraged to review the company's fundamentals and consider various investment ideas beyond ARW given the mixed signals on valuation.
Truist Securities Adjusts PT on Arrow Electronics to $250 From $260, Maintains Buy Rating
Truist Securities has adjusted its price target for Arrow Electronics (ARW) to $250, down from $260, while reiterating a "Buy" rating on the stock. This update reflects the analyst's revised valuation for the company. The article also lists recent news regarding Arrow Electronics' Q2 2026 earnings, including adjusted earnings and revenue increases, and Q3 guidance.
Arrow Electronics names Merriwether president and COO
Arrow Electronics Inc. has appointed Deidra C. Merriwether as its new president and chief operating officer, effective September 8, 2026. Merriwether will oversee global business segments and logistics, reporting to interim CEO William F. Austen. She previously served as CFO and president of North American sales and services at W.W. Grainger Inc., bringing extensive experience from her roles at Sears Holdings Corporation and PricewaterhouseCoopers.
BRIEF-Arrow Electronics Q2 Sales USD 9,992 Million Vs. IBES Estimate USD 9,564 Million
Arrow Electronics reported Q2 sales of USD 9,992 million, surpassing the IBES estimate of USD 9,564 million. This brief financial update highlights the company's strong performance relative to analyst expectations.
Arrow Electronics, Inc. Appoints Deidra C. Merriwether as President and Chief Operating Officer
Arrow Electronics, Inc. announced the appointment of Deidra C. Merriwether as its new President and Chief Operating Officer, effective September 8, 2026. Merriwether will be responsible for leading the company's global business segments and logistics organizations. She brings extensive experience from her previous roles at W.W. Grainger, Inc., Sears Holdings Corporation, and PricewaterhouseCoopers International Limited.
(ARW) Arrow Electronics, Inc. Expects Q3 Revenue Range $9.60B - $10.20B
Arrow Electronics, Inc. (ARW) anticipates its Q3 revenue to fall within the range of $9.60 billion to $10.20 billion. This announcement follows the company's Q2 2026 earnings call, where it reported adjusted earnings and revenue increases. Arrow Electronics also expects its Q3 adjusted EPS to be between $4.83 and $5.03.
GUIDANCE: (ARW) Arrow Electronics, Inc. Expects Q3 Adjusted EPS Range $4.83 - $5.03
Arrow Electronics, Inc. (ARW) has provided its guidance for the third quarter, expecting an adjusted EPS range of $4.83 to $5.03. This forecast offers investors insight into the company's anticipated financial performance for the upcoming quarter.
Arrow Electronics earnings ahead: Can distributor sustain Q1 momentum?
Arrow Electronics Inc. is set to report second-quarter earnings, with analysts expecting EPS of $4.17 and revenue of $9.31 billion, a sequential decline from Q1's strong performance. Investors will focus on whether the company can sustain growth amidst a moderating market, particularly monitoring book-to-bill trends, backlog levels, and margin performance, especially concerning AI and data center infrastructure demand.
Bank of America Corp DE Acquires 26,193 Shares of Arrow Electronics, Inc. $ARW
Bank of America Corp DE increased its stake in Arrow Electronics, Inc. by 2.6% in the first quarter, acquiring an additional 26,193 shares, bringing its total to over 1 million shares valued at approximately $145.7 million. Other institutional investors also adjusted their holdings, with Vanguard Group Inc., ACR Alpine Capital Research LLC, AQR Capital Management LLC, Dimensional Fund Advisors LP, and FIL Ltd increasing their positions. Arrow Electronics reported strong quarterly earnings, beating analyst estimates with EPS of $5.22 and a 39% year-over-year revenue increase to $9.47 billion, and its board authorized a $1 billion share-repurchase program.
Is Arrow Electronics’ (ARW) Akamai Partnership Enough To Offset Segment Softness In Its Investment Story?
Arrow Electronics' recent Akamai partnership aims to boost its higher-margin cybersecurity and cloud revenues, contrasting with ongoing softness in its Global Enterprise Computing Solutions segment. While the partnership highlights Arrow's role in higher-value tech, its near-term investment narrative remains heavily reliant on the recovery of its Global Components segment and mitigating margin pressures. Analysts' revenue and earnings forecasts for Arrow by 2029 vary, with some optimistic projections suggesting a 4% downside from its current price, underscoring the mixed outlook for the company.
Arrow Electronics (NYSE:ARW) Downgraded by Zacks Research to Hold
Zacks Research has downgraded Arrow Electronics (NYSE:ARW) from a "strong-buy" to a "hold" rating. This adjustment comes despite the company reporting strong quarterly results, with EPS of $5.22 exceeding estimates and revenue up 39% year-over-year. The board also authorized a $1 billion share-repurchase program, signaling confidence in the stock's value, while institutional investors hold a significant majority stake.
ARW.GB Bond Profile — Key Metrics
This article provides key metrics for the ARW.GB bond, an Arrow Electronics, Inc. 7.5% bond maturing on January 15, 2027. It details the issuer's business segments, such as Global Components Business and Global Enterprise Computing Solutions, and lists key financial facts including its issue date, outstanding amount, face value, and coupon rate. The company, founded in 1935, is headquartered in Centennial, CO.
California State Teachers Retirement System Purchases 11,219 Shares of Arrow Electronics, Inc. $ARW
The California State Teachers Retirement System increased its stake in Arrow Electronics (NYSE:ARW) by 23%, purchasing an additional 11,219 shares to hold a total of 60,065 shares valued at $8.6 million. This comes after Arrow Electronics reported strong earnings, exceeding consensus estimates with $5.22 EPS and $9.47 billion in revenue, and authorized a $1 billion share repurchase program. Analysts currently rate ARW with a "Moderate Buy" consensus and an average price target of $222.
