MUFG Securities EMEA plc Makes New Investment in Arrow Electronics, Inc. $ARW

MUFG Securities EMEA plc bought a new position in shares of Arrow Electronics, Inc. (NYSE:ARW) during the 4th quarter, according to its most recent disclosure with the SEC. The fund bought 132,000 shares of the technology company’s stock, valued at approximately $14,544,000.

Several other hedge funds and other institutional investors have also recently bought and sold shares of ARW. Winnow Wealth LLC acquired a new position in Arrow Electronics during the 3rd quarter worth about $26,000. Northwestern Mutual Wealth Management Co. lifted its holdings in Arrow Electronics by 112.0% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 248 shares of the technology company’s stock worth $27,000 after buying an additional 131 shares during the period. Advisory Services Network LLC acquired a new position in Arrow Electronics during the 3rd quarter worth about $31,000. Quarry LP acquired a new position in Arrow Electronics during the 3rd quarter worth about $33,000. Finally, Geneos Wealth Management Inc. lifted its holdings in Arrow Electronics by 68.1% during the 1st quarter. Geneos Wealth Management Inc. now owns 353 shares of the technology company’s stock worth $37,000 after buying an additional 143 shares during the period. 99.34% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting Arrow Electronics

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

• Positive Sentiment: Zacks Research raised its earnings outlook across multiple future periods for Arrow Electronics, including FY2026 EPS to $17.19 from $12.49 and FY2027 EPS to $16.22 from $14.58, signaling stronger profit expectations. Arrow Electronics market page
• Positive Sentiment: The firm also increased its near-term estimates, lifting Q2 2026 EPS to $4.48, Q1 2027 EPS to $4.12, Q2 2027 EPS to $4.65, and Q3 2026 EPS to $3.25, reflecting confidence in Arrow’s earnings momentum. Arrow Electronics market page
• Positive Sentiment: Zacks Research maintained a Strong-Buy rating on Arrow Electronics, adding to the bullish sentiment around the stock. Zacks momentum article
• Neutral Sentiment: One Zacks article highlighted Arrow Electronics as a top-ranked momentum stock, which reinforces investor interest but does not by itself change fundamentals. Zacks momentum article
• Negative Sentiment: A few longer-term estimates were trimmed slightly, including Q1 2028 EPS to $3.45 from $3.51 and Q4 2027 EPS to $4.24 from $4.25, though these changes were minor. Arrow Electronics market page

Insider Transactions at Arrow Electronics

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

Arrow Electronics Stock Down 0.8%

Shares of NYSE:ARW opened at $214.26 on Friday. The company has a market capitalization of $10.95 billion, a price-to-earnings ratio of 15.33 and a beta of 1.16. The company has a debt-to-equity ratio of 0.35, a current ratio of 1.24 and a quick ratio of 1.02. The business’s 50-day moving average is $178.81 and its 200-day moving average is $144.16. Arrow Electronics, Inc. has a 1 year low of $101.79 and a 1 year high of $224.83.

Arrow Electronics (NYSE:ARW) last announced its quarterly earnings data on Thursday, May 7th. The technology company reported $5.22 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.92 by $2.30. The company had revenue of $9.47 billion for the quarter, compared to the consensus estimate of $8.39 billion. Arrow Electronics had a return on equity of 11.40% and a net margin of 2.17%.The firm’s revenue was up 39.0% compared to the same quarter last year. During the same period in the previous year, the business earned $1.80 EPS. Arrow Electronics has set its Q2 2026 guidance at 4.32-4.520 EPS. Equities research analysts predict that Arrow Electronics, Inc. will post 19.15 earnings per share for the current year.

Arrow Electronics declared that its board has authorized a share repurchase program on Wednesday, May 13th that permits the company to buyback $1.00 billion in outstanding shares. This buyback authorization permits the technology company to repurchase up to 9.7% of its shares through open market purchases. Shares buyback programs are generally an indication that the company’s board believes its shares are undervalued.

Analyst Upgrades and Downgrades

Several research analysts have commented on the company. Wells Fargo & Company lifted their target price on Arrow Electronics from $140.00 to $165.00 and gave the stock an “underweight” rating in a report on Friday, May 8th. Raymond James Financial reaffirmed an “outperform” rating and set a $220.00 target price on shares of Arrow Electronics in a report on Friday, May 8th. Truist Financial boosted their price objective on Arrow Electronics from $183.00 to $240.00 and gave the company a “buy” rating in a research note on Thursday, May 7th. Weiss Ratings reissued a “buy (b-)” rating on shares of Arrow Electronics in a research note on Tuesday. Finally, Wall Street Zen raised Arrow Electronics from a “hold” rating to a “buy” rating in a research note on Saturday, February 7th. One research analyst has rated the stock with a Strong Buy rating, three have given a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, Arrow Electronics has a consensus rating of “Moderate Buy” and an average price target of $214.50.

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.