Fiduciary Management Inc. WI Cuts Stake in Arrow Electronics, Inc. $ARW

Fiduciary Management Inc. WI lowered its holdings in shares of Arrow Electronics, Inc. (NYSE:ARW) by 5.2% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,604,380 shares of the technology company’s stock after selling 88,316 shares during the quarter. Arrow Electronics makes up 1.9% of Fiduciary Management Inc. WI’s portfolio, making the stock its 16th biggest holding. Fiduciary Management Inc. WI’s holdings in Arrow Electronics were worth $176,771,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in ARW. Northwestern Mutual Wealth Management Co. grew its position in shares of Arrow Electronics by 112.0% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 248 shares of the technology company’s stock worth $27,000 after purchasing an additional 131 shares in the last quarter. Advisory Services Network LLC purchased a new stake in shares of Arrow Electronics during the third quarter worth about $31,000. Quarry LP purchased a new stake in shares of Arrow Electronics during the third quarter worth about $33,000. Geneos Wealth Management Inc. grew its position in shares of 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 in the last quarter. Finally, Smartleaf Asset Management LLC grew its position in shares of Arrow Electronics by 167.5% during the third quarter. Smartleaf Asset Management LLC now owns 337 shares of the technology company’s stock worth $41,000 after purchasing an additional 211 shares in the last quarter. Hedge funds and other institutional investors own 99.34% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts recently issued reports on the company. Zacks Research upgraded Arrow Electronics from a “hold” rating to a “strong-buy” rating in a research report on Monday, February 9th. Truist Financial increased their target price on Arrow Electronics from $240.00 to $260.00 and gave the stock a “buy” rating in a research report on Thursday. Wells Fargo & Company increased their target price on Arrow Electronics from $140.00 to $165.00 and gave the stock an “underweight” rating in a research report on Friday, May 8th. Wall Street Zen upgraded Arrow Electronics from a “hold” rating to a “buy” rating in a research report on Saturday, February 7th. Finally, Weiss Ratings restated a “buy (b-)” rating on shares of Arrow Electronics in a report on Tuesday, May 26th. One equities research analyst has rated the stock with a Strong Buy rating, three have assigned a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $219.50.

Insider Activity at Arrow Electronics

In other news, SVP Carine Lamercie Jean-Claude sold 3,000 shares of the firm’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 completion of the sale, the senior vice president directly owned 12,626 shares of the company’s stock, valued at $2,727,216. This trade represents a 19.20% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Eric Nowak sold 3,473 shares of the firm’s stock in a transaction that occurred on Wednesday, May 20th. The shares were sold at an average price of $210.99, for a total value of $732,768.27. Following the completion of the sale, the insider directly owned 48,835 shares of the company’s stock, valued at $10,303,696.65. The trade was a 6.64% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Company insiders own 0.80% of the company’s stock.

Arrow Electronics Stock Performance

NYSE ARW opened at $219.11 on Friday. The stock has a market capitalization of $11.20 billion, a PE ratio of 15.67 and a beta of 1.19. The business has a 50 day simple moving average of $187.02 and a two-hundred day simple moving average of $148.12. The company has a debt-to-equity ratio of 0.35, a current ratio of 1.24 and a quick ratio of 1.02. Arrow Electronics, Inc. has a 1-year low of $101.79 and a 1-year high of $233.30.

Arrow Electronics (NYSE:ARW) last released its quarterly earnings results on Thursday, May 7th. The technology company reported $5.22 earnings per share for the quarter, beating the consensus estimate of $2.92 by $2.30. The business had revenue of $9.47 billion during the quarter, compared to analysts’ expectations 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 for the quarter was up 39.0% compared to the same quarter last year. During the same quarter last year, the business posted $1.80 EPS. Arrow Electronics has set its Q2 2026 guidance at 4.32-4.520 EPS. On average, research analysts predict that Arrow Electronics, Inc. will post 19.15 EPS for the current fiscal year.

Arrow Electronics announced that its board has initiated a stock repurchase plan on Wednesday, May 13th that authorizes the company to repurchase $1.00 billion in shares. This repurchase authorization authorizes the technology company to purchase up to 9.7% of its shares through open market purchases. Shares repurchase plans are often a sign that the company’s board of directors believes its shares are undervalued.

Arrow Electronics Company 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.