Atria Investments Inc Grows Position in Arrow Electronics, Inc. $ARW

Atria Investments Inc increased its holdings in shares of Arrow Electronics, Inc. (NYSE:ARW) by 1,581.0% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 54,127 shares of the technology company’s stock after purchasing an additional 50,907 shares during the period. Atria Investments Inc owned 0.11% of Arrow Electronics worth $6,549,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds also recently added to or reduced their stakes in ARW. ACR Alpine Capital Research LLC boosted its holdings in Arrow Electronics by 2,391.7% in the second quarter. ACR Alpine Capital Research LLC now owns 2,156,373 shares of the technology company’s stock valued at $274,787,000 after purchasing an additional 2,069,832 shares during the last quarter. AQR Capital Management LLC boosted its stake 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 valued at $294,873,000 after buying an additional 1,311,972 shares during the last quarter. Oppenheimer Asset Management Inc. grew its position in shares of Arrow Electronics by 7,460.8% during the second quarter. Oppenheimer Asset Management Inc. now owns 369,498 shares of the technology company’s stock worth $47,085,000 after buying an additional 364,611 shares in the last quarter. Boston Partners increased its stake 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 worth $348,518,000 after buying an additional 305,182 shares during the last quarter. Finally, Envestnet Asset Management Inc. raised its holdings in Arrow Electronics by 197.2% in the third quarter. Envestnet Asset Management Inc. now owns 458,036 shares of the technology company’s stock valued at $55,422,000 after acquiring an additional 303,942 shares in the last quarter. 99.34% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

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

More Arrow Electronics News

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

Arrow Electronics Trading Up 0.1%

Shares of NYSE ARW opened at $155.84 on Friday. 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 one year low of $86.50 and a one year high of $160.63. The business has a 50-day moving average price of $122.34 and a two-hundred day moving average price of $119.91. The firm has a market capitalization of $7.96 billion, a PE ratio of 14.24, a PEG ratio of 0.78 and a beta of 1.04.

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

Insider Buying and Selling

In other Arrow Electronics news, SVP Carine Lamercie Jean-Claude sold 4,000 shares of Arrow Electronics stock in a transaction on Wednesday, February 11th. The shares were sold at an average price of $156.65, for a total transaction of $626,600.00. Following the completion of the sale, the senior vice president owned 16,261 shares of the company’s stock, valued at $2,547,285.65. This trade represents a 19.74% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. Also, insider Eric Nowak sold 12,699 shares of the stock in a transaction 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. This represents a 22.59% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 1.00% of the stock is owned by corporate insiders.

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.