UBS Group AG Has $29.23 Million Stock Position in Arrow Electronics, Inc. $ARW

UBS Group AG reduced its holdings in shares of Arrow Electronics, Inc. (NYSE:ARW) by 35.8% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 265,329 shares of the technology company’s stock after selling 148,190 shares during the quarter. UBS Group AG’s holdings in Arrow Electronics were worth $29,234,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently made changes to their positions in the business. Geneos Wealth Management Inc. grew its holdings in shares of Arrow Electronics by 25.2% during the second quarter. Geneos Wealth Management Inc. now owns 442 shares of the technology company’s stock valued at $56,000 after buying an additional 89 shares during the last quarter. Farther Finance Advisors LLC grew its holdings in shares of Arrow Electronics by 38.3% during the fourth quarter. Farther Finance Advisors LLC now owns 368 shares of the technology company’s stock valued at $41,000 after buying an additional 102 shares during the last quarter. Truist Financial Corp grew its holdings in shares of Arrow Electronics by 1.9% during the third quarter. Truist Financial Corp now owns 5,410 shares of the technology company’s stock valued at $655,000 after buying an additional 103 shares during the last quarter. Lazard Asset Management LLC grew its holdings in shares of Arrow Electronics by 0.9% during the second quarter. Lazard Asset Management LLC now owns 12,016 shares of the technology company’s stock valued at $1,531,000 after buying an additional 109 shares during the last quarter. Finally, Treasurer of the State of North Carolina grew its holdings in shares of Arrow Electronics by 0.5% during the second quarter. Treasurer of the State of North Carolina now owns 24,114 shares of the technology company’s stock valued at $3,073,000 after buying an additional 111 shares during the last quarter. 99.34% of the stock is currently owned by institutional investors and hedge funds.

Arrow Electronics Stock Up 2.6%

Arrow Electronics stock opened at $194.84 on Friday. Arrow Electronics, Inc. has a fifty-two week low of $101.79 and a fifty-two week high of $199.47. The stock has a market cap of $9.95 billion, a PE ratio of 13.94, a price-to-earnings-growth ratio of 0.94 and a beta of 1.16. The firm’s 50-day simple moving average is $157.32 and its 200 day simple moving average is $133.68. The company has a debt-to-equity ratio of 0.35, a quick ratio of 1.09 and a current ratio of 1.24.

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, topping the consensus estimate of $2.92 by $2.30. Arrow Electronics had a net margin of 2.17% and a return on equity of 11.40%. The business had revenue of $9.47 billion for the quarter, compared to analysts’ expectations of $8.39 billion. During the same period in the previous year, the company earned $1.80 earnings per share. The firm’s revenue for the quarter was up 39.0% compared to the same quarter last year. Arrow Electronics has set its Q2 2026 guidance at 4.32-4.520 EPS. Research analysts predict that Arrow Electronics, Inc. will post 13.59 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

A number of research analysts have recently issued reports on the stock. Zacks Research upgraded shares of Arrow Electronics from a “hold” rating to a “strong-buy” rating in a report on Monday, February 9th. Wall Street Zen upgraded shares of Arrow Electronics from a “hold” rating to a “buy” rating in a report on Saturday, February 7th. Weiss Ratings upgraded shares of Arrow Electronics from a “hold (c+)” rating to a “buy (b-)” rating in a report on Thursday, February 26th. Wells Fargo & Company lifted their price objective on shares of Arrow Electronics from $140.00 to $165.00 and gave the company an “underweight” rating in a report on Friday. Finally, Truist Financial lifted their price objective on shares of Arrow Electronics from $183.00 to $240.00 and gave the company a “buy” rating in a report on Thursday. One analyst has rated the stock with a Strong Buy rating, three have assigned a Buy rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $183.75.

Insider Activity

In related news, insider Eric Nowak sold 12,699 shares of the business’s stock in a transaction dated Wednesday, February 11th. The shares were sold at an average price of $157.09, for a total transaction of $1,994,885.91. Following the transaction, the insider directly owned 43,509 shares in the company, valued at approximately $6,834,828.81. The trade was a 22.59% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO William F. Austen purchased 3,960 shares of the business’s stock in a transaction that occurred on Thursday, February 19th. The shares were purchased at an average price of $151.87 per share, for a total transaction of $601,405.20. Following the completion of the acquisition, the chief executive officer owned 44,722 shares of the company’s stock, valued at $6,791,930.14. The trade was a 9.71% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders have sold a total of 19,199 shares of company stock valued at $3,009,786 in the last three months. 0.80% of the stock is owned by company insiders.

Key Stories Impacting Arrow Electronics

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

• Positive Sentiment: Arrow Electronics reported first-quarter EPS of $5.22, well ahead of estimates, while revenue rose 39% year over year to $9.47 billion, topping Wall Street forecasts. Article Title
• Positive Sentiment: The company raised second-quarter guidance, with EPS projected at $4.32-$4.52 and revenue expected at $9.2 billion-$9.8 billion, both above consensus estimates. Article Title
• Positive Sentiment: Management commentary and earnings call coverage pointed to strong segment growth, higher margins, and continued data center demand tailwinds, reinforcing optimism about near-term fundamentals. Article Title
• Neutral Sentiment: Several follow-up articles simply recapped the quarter and conference call, with no major new catalyst beyond the earnings beat and guidance raise.

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.