ACR Alpine Capital Research LLC Buys 260,442 Shares of Arrow Electronics, Inc. $ARW

ACR Alpine Capital Research LLC grew its stake in Arrow Electronics, Inc. (NYSE:ARW) by 12.1% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 2,416,815 shares of the technology company’s stock after buying an additional 260,442 shares during the quarter. Arrow Electronics accounts for about 5.0% of ACR Alpine Capital Research LLC’s investment portfolio, making the stock its 13th biggest holding. ACR Alpine Capital Research LLC owned about 4.69% of Arrow Electronics worth $292,435,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors have also made changes to their positions in the stock. AQR Capital Management LLC boosted its stake in Arrow Electronics by 130.9% in the 2nd quarter. AQR Capital Management LLC now owns 2,313,997 shares of the technology company’s stock worth $294,873,000 after purchasing an additional 1,311,972 shares during the period. Oppenheimer Asset Management Inc. lifted its holdings in shares of Arrow Electronics by 7,460.8% in the second quarter. Oppenheimer Asset Management Inc. now owns 369,498 shares of the technology company’s stock valued at $47,085,000 after purchasing an additional 364,611 shares in the last quarter. Boston Partners lifted its holdings in shares of Arrow Electronics by 12.5% in the second quarter. Boston Partners now owns 2,739,427 shares of the technology company’s stock valued at $348,518,000 after purchasing an additional 305,182 shares in the last quarter. ARGA Investment Management LP boosted its position in shares of Arrow Electronics by 94.7% during the second quarter. ARGA Investment Management LP now owns 571,645 shares of the technology company’s stock worth $72,845,000 after buying an additional 278,084 shares during the period. Finally, Ieq Capital LLC grew its holdings in shares of Arrow Electronics by 609.5% during the second quarter. Ieq Capital LLC now owns 123,775 shares of the technology company’s stock worth $15,773,000 after buying an additional 106,330 shares in the last quarter. 99.34% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several equities research analysts have commented on ARW shares. Zacks Research cut Arrow Electronics from a “strong-buy” rating to a “hold” rating in a research note on Friday, November 14th. Weiss Ratings reissued a “hold (c)” rating on shares of Arrow Electronics in a research report on Wednesday, October 8th. Wells Fargo & Company reduced their target price on shares of Arrow Electronics from $98.00 to $94.00 and set an “underweight” rating for the company in a report on Friday, October 31st. Finally, Wall Street Zen lowered shares of Arrow Electronics from a “buy” rating to a “hold” rating in a research note on Saturday, November 1st. Two equities research analysts have rated the stock with a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Reduce” and a consensus target price of $102.00.

Arrow Electronics Stock Up 0.3%

ARW stock opened at $118.59 on Friday. Arrow Electronics, Inc. has a 1-year low of $86.50 and a 1-year high of $134.74. The business’s 50 day simple moving average is $111.91 and its 200 day simple moving average is $118.88. The company has a current ratio of 1.46, a quick ratio of 1.14 and a debt-to-equity ratio of 0.48. The firm has a market capitalization of $6.11 billion, a PE ratio of 13.10, a PEG ratio of 0.93 and a beta of 1.03.

Arrow Electronics (NYSE:ARW) last released its quarterly earnings data on Thursday, October 30th. The technology company reported $2.41 EPS for the quarter, topping analysts’ consensus estimates of $2.28 by $0.13. Arrow Electronics had a net margin of 1.62% and a return on equity of 8.19%. The firm had revenue of $7.71 billion during the quarter, compared to analysts’ expectations of $7.67 billion. During the same period in the previous year, the business posted $2.38 earnings per share. The company’s revenue for the quarter was up 13.0% compared to the same quarter last year. Arrow Electronics has set its Q4 2025 guidance at 3.440-3.640 EPS. As a group, research analysts anticipate that Arrow Electronics, Inc. will post 10.57 EPS for the current year.

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.