Arrow Electronics (NYSE:ARW) Insider Sells $1,994,885.91 in Stock

Arrow Electronics, Inc. (NYSE:ARW) insider Eric Nowak sold 12,699 shares of the business’s stock in a transaction that occurred on Wednesday, February 11th. The stock was sold at an average price of $157.09, for a total value of $1,994,885.91. Following the sale, the insider owned 43,509 shares of the company’s stock, valued at approximately $6,834,828.81. The trade was a 22.59% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink.

Arrow Electronics Stock Up 0.1%

ARW stock opened at $155.84 on Friday. The stock has a market cap of $7.96 billion, a P/E ratio of 14.24, a PEG ratio of 0.79 and a beta of 1.04. The company has a current ratio of 1.36, a quick ratio of 1.09 and a debt-to-equity ratio of 0.46. Arrow Electronics, Inc. has a twelve month low of $86.50 and a twelve month high of $160.63. The company’s 50 day moving average is $122.34 and its two-hundred day moving average is $119.85.

Arrow Electronics (NYSE:ARW) last issued its earnings results on Thursday, February 5th. The technology company reported $4.39 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.55 by $0.84. Arrow Electronics had a net margin of 1.85% and a return on equity of 9.01%. The business had revenue of $8.75 billion during the quarter, compared to analysts’ expectations of $8.16 billion. During the same quarter in the prior year, the business posted $2.97 EPS. The company’s revenue for the quarter was up 20.1% on a year-over-year basis. Arrow Electronics has set its Q1 2026 guidance at 2.130-2.330 EPS. Research analysts expect that Arrow Electronics, Inc. will post 10.57 earnings per share for the current fiscal year.

Key Stories Impacting Arrow Electronics

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

• Positive Sentiment: Zacks and other outlets have recently pushed bullish coverage — Zacks upgraded ARW (strong-buy) and included it among broker-adored picks, which can attract momentum flows and retail attention. 5 Broker-Adored Stocks
• Positive Sentiment: Technical indicator: ARW printed a 50-day moving average crossover above the 200-day (a “golden cross”), a classic momentum buy signal that can trigger technical buying. Golden cross article
• Positive Sentiment: Fundamentals: Q4 results (reported Feb 5) beat EPS and revenue estimates and management set Q1 FY2026 EPS guidance of $2.13–$2.33 — a concrete earnings/guidance beat that underpins investor confidence and justifies higher valuation.
• Neutral Sentiment: Options and volatility: Implied volatility on ARW options has risen, signaling greater trader uncertainty; that raises hedging costs and can amplify intraday moves (neutral for fundamentals but increases short-term noise). Implied volatility article
• Negative Sentiment: Insider selling: Two insiders executed large sales on Feb 11 (SVP Carine Lamercie Jean‑Claude sold 4,000 shares at ~$156.65; Eric Nowak sold 12,699 shares at ~$157.09). These sizable, disclosed sales (SEC filings) can be read as diversification or profit-taking but often weighs on near-term sentiment. InsiderTrades alert Form 4 (Carine) Form 4 (Nowak)
• Negative Sentiment: Regulatory/IP risk flagged: TipRanks highlighted newly disclosed legal, regulatory and IP exposures in ARW’s filings — potential liabilities that could pressure sentiment if developments escalate. TipRanks risk disclosure
• Negative Sentiment: Analyst mix: despite some upgrades, aggregate analyst coverage remains mixed with several underweight/reduce recommendations and a consensus target below current trading — that can cap upside if institutional holders trim exposure. Analyst ratings summary

Institutional Investors Weigh In On Arrow Electronics

Hedge funds have recently added to or reduced their stakes in the company. Kestra Advisory Services LLC raised its stake in shares of Arrow Electronics by 43.8% during the 4th quarter. Kestra Advisory Services LLC now owns 17,331 shares of the technology company’s stock worth $1,909,000 after buying an additional 5,278 shares in the last quarter. Transamerica Financial Advisors LLC acquired a new position in Arrow Electronics during the fourth quarter worth $27,000. Inspire Advisors LLC purchased a new position in Arrow Electronics in the fourth quarter worth $203,000. Walleye Capital LLC acquired a new stake in Arrow Electronics in the fourth quarter valued at $838,000. Finally, UMB Bank n.a. boosted its position in shares of Arrow Electronics by 14.2% during the 4th quarter. UMB Bank n.a. now owns 983 shares of the technology company’s stock worth $108,000 after purchasing an additional 122 shares in the last quarter. Institutional investors and hedge funds own 99.34% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages recently issued reports on ARW. Zacks Research raised Arrow Electronics from a “hold” rating to a “strong-buy” rating in a research report on Monday, February 9th. Wells Fargo & Company increased their price objective on Arrow Electronics from $94.00 to $115.00 and gave the company an “underweight” rating in a report on Friday, February 6th. Truist Financial raised their target price on shares of Arrow Electronics from $120.00 to $148.00 and gave the stock a “hold” rating in a research report on Friday, February 6th. Finally, Wall Street Zen upgraded shares of Arrow Electronics from a “hold” rating to a “buy” rating in a research report on Saturday, February 7th. One investment analyst has rated the stock with a Strong Buy rating, two have issued a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Hold” and an average price target of $124.33.

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.