Cozad Asset Management Inc. Acquires Shares of 14,005 Arrow Electronics, Inc. $ARW

Cozad Asset Management Inc. acquired a new stake in Arrow Electronics, Inc. (NYSE:ARW) in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 14,005 shares of the technology company’s stock, valued at approximately $1,695,000.

A number of other institutional investors have also made changes to their positions in ARW. Vanguard Group Inc. lifted its holdings in Arrow Electronics by 3.5% during the 3rd quarter. Vanguard Group Inc. now owns 6,085,440 shares of the technology company’s stock valued at $736,338,000 after purchasing an additional 204,024 shares during the last quarter. Boston Partners raised its position 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 during the period. ACR Alpine Capital Research LLC lifted its stake in shares of Arrow Electronics by 12.1% during the 3rd quarter. ACR Alpine Capital Research LLC now owns 2,416,815 shares of the technology company’s stock worth $292,435,000 after buying an additional 260,442 shares during the last quarter. AQR Capital Management LLC boosted its holdings in shares of Arrow Electronics by 130.9% during the 2nd quarter. AQR Capital Management LLC now owns 2,313,997 shares of the technology company’s stock worth $294,873,000 after buying an additional 1,311,972 shares during the period. Finally, Sei Investments Co. grew its stake in Arrow Electronics by 0.8% in the 2nd quarter. Sei Investments Co. now owns 781,313 shares of the technology company’s stock valued at $99,558,000 after buying an additional 6,379 shares during the last quarter. 99.34% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In other news, CEO William F. Austen purchased 3,960 shares of the business’s stock in a transaction dated Thursday, February 19th. The stock was bought at an average price of $151.87 per share, with a total value of $601,405.20. Following the acquisition, the chief executive officer owned 44,722 shares in the company, valued at approximately $6,791,930.14. The trade was a 9.71% increase in their position. The acquisition was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, insider Richard John Marano sold 2,500 shares of Arrow Electronics stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $155.32, for a total transaction of $388,300.00. Following the completion of the transaction, the insider directly owned 24,096 shares in the company, valued at $3,742,590.72. This trade represents a 9.40% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 19,199 shares of company stock valued at $3,009,786 over the last quarter. 1.00% of the stock is owned by corporate insiders.

Arrow Electronics Price Performance

Shares of NYSE ARW opened at $154.49 on Thursday. The business has a fifty day moving average price of $129.01 and a two-hundred day moving average price of $121.90. The stock has a market capitalization of $7.89 billion, a PE ratio of 14.12, a P/E/G ratio of 0.79 and a beta of 1.04. The company has a debt-to-equity ratio of 0.46, a current ratio of 1.36 and a quick ratio of 1.09. Arrow Electronics, Inc. has a fifty-two week low of $86.50 and a fifty-two week high of $162.61.

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

Wall Street Analyst Weigh In

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

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.