Hudson Value Partners LLC Makes New $947,000 Investment in Arrow Electronics, Inc. $ARW

Hudson Value Partners LLC bought a new stake in Arrow Electronics, Inc. (NYSE:ARW) in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 4,437 shares of the technology company’s stock, valued at approximately $947,000.

A number of other institutional investors and hedge funds also recently modified their holdings of the business. Private Advisor Group LLC lifted its holdings in Arrow Electronics by 2.6% during the first quarter. Private Advisor Group LLC now owns 3,054 shares of the technology company’s stock worth $438,000 after acquiring an additional 78 shares during the period. Root Financial Partners LLC grew its stake in Arrow Electronics by 38.9% in the 1st quarter. Root Financial Partners LLC now owns 282 shares of the technology company’s stock valued at $40,000 after purchasing an additional 79 shares during the period. Krilogy Financial LLC increased its position in shares of Arrow Electronics by 3.2% during the 1st quarter. Krilogy Financial LLC now owns 2,543 shares of the technology company’s stock valued at $365,000 after purchasing an additional 80 shares during the last quarter. Gateway Investment Advisers LLC increased its position in shares of Arrow Electronics by 3.8% during the 4th quarter. Gateway Investment Advisers LLC now owns 2,276 shares of the technology company’s stock valued at $251,000 after purchasing an additional 84 shares during the last quarter. Finally, Geneos Wealth Management Inc. raised its stake in shares of Arrow Electronics by 25.2% during the 2nd quarter. Geneos Wealth Management Inc. now owns 442 shares of the technology company’s stock worth $56,000 after purchasing an additional 89 shares during the period. 99.34% of the stock is owned by hedge funds and other institutional investors.

Arrow Electronics Price Performance

Shares of NYSE:ARW opened at $206.41 on Wednesday. The firm has a market capitalization of $10.55 billion, a PE ratio of 13.19, a P/E/G ratio of 0.31 and a beta of 1.20. The company has a quick ratio of 1.01, a current ratio of 1.22 and a debt-to-equity ratio of 0.29. The company has a 50-day moving average price of $215.03 and a two-hundred day moving average price of $182.33. Arrow Electronics, Inc. has a twelve month low of $101.79 and a twelve month high of $237.33.

Arrow Electronics (NYSE:ARW) last announced its quarterly 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. The company had revenue of $9.99 billion for the quarter, compared to analysts’ expectations of $9.67 billion. Arrow Electronics had a net margin of 2.26% and a return on equity of 13.41%. Arrow Electronics’s revenue was up 31.8% compared to the same quarter last year. During the same period in the prior year, the company posted $2.43 EPS. Arrow Electronics has set its Q3 2026 guidance at 4.830-5.030 EPS. Equities analysts forecast that Arrow Electronics, Inc. will post 20.44 EPS for the current year.

Arrow Electronics declared that its board has authorized a share buyback plan on Wednesday, May 13th that authorizes the company to buyback $1.00 billion in shares. This buyback authorization authorizes the technology company to buy up to 9.7% of its shares through open market purchases. Shares buyback plans are often a sign that the company’s leadership believes its shares are undervalued.

Wall Street Analysts Forecast Growth

A number of equities analysts recently weighed in on the stock. Wall Street Zen raised shares of Arrow Electronics from a “buy” rating to a “strong-buy” rating in a report on Saturday, July 25th. Wells Fargo & Company raised their price objective on shares of Arrow Electronics from $175.00 to $200.00 and gave the stock an “underweight” rating in a report on Friday, August 7th. Raymond James Financial reaffirmed an “outperform” rating and issued a $250.00 price objective on shares of Arrow Electronics in a research report on Friday. Bank of America upgraded shares of Arrow Electronics from an “underperform” rating to a “neutral” rating and boosted their target price for the company from $122.00 to $233.00 in a research note on Wednesday, May 13th. Finally, Zacks Research downgraded shares of Arrow Electronics from a “strong-buy” rating to a “hold” rating in a research report on Monday, August 3rd. Three equities research analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average price target of $233.25.

Insiders Place Their Bets

In other news, SVP Carine Lamercie Jean-Claude sold 3,000 shares of the firm’s stock in a transaction 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 transaction, 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 ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Eric Nowak sold 3,473 shares of Arrow Electronics stock in a transaction 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 transaction, the insider owned 48,835 shares of the company’s stock, valued at approximately $10,303,696.65. This trade represents a 6.64% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders own 0.80% of the company’s stock.

Arrow Electronics 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.