Zacks Research Issues Optimistic Forecast for ARW Earnings

Arrow Electronics, Inc. (NYSE:ARW) – Equities research analysts at Zacks Research boosted their Q2 2026 earnings per share (EPS) estimates for Arrow Electronics in a report released on Thursday, February 26th. Zacks Research analyst Team now expects that the technology company will post earnings per share of $2.82 for the quarter, up from their previous forecast of $2.81. Zacks Research has a “Strong-Buy” rating on the stock. The consensus estimate for Arrow Electronics’ current full-year earnings is $10.57 per share. Zacks Research also issued estimates for Arrow Electronics’ Q3 2026 earnings at $3.02 EPS, Q4 2026 earnings at $3.88 EPS, FY2026 earnings at $12.49 EPS, Q2 2027 earnings at $3.40 EPS, Q3 2027 earnings at $3.21 EPS and FY2028 earnings at $15.33 EPS.

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

A number of other research analysts also recently weighed in on the company. Wells Fargo & Company increased their price target on Arrow Electronics from $94.00 to $115.00 and gave the company an “underweight” rating in a research note on Friday, February 6th. Weiss Ratings raised Arrow Electronics from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Thursday. Wall Street Zen upgraded Arrow Electronics from a “hold” rating to a “buy” rating in a report on Saturday, February 7th. Finally, Truist Financial upped their price target on Arrow Electronics from $120.00 to $148.00 and gave the company a “hold” rating in a research note on Friday, February 6th. One analyst has rated the stock with a Strong Buy rating, one has given a Buy rating, one has given a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Hold” and a consensus target price of $124.33.

Arrow Electronics Price Performance

Shares of ARW stock opened at $151.76 on Monday. The firm’s 50 day moving average price is $130.63 and its two-hundred day moving average price is $122.30. The company has a debt-to-equity ratio of 0.46, a quick ratio of 1.09 and a current ratio of 1.36. Arrow Electronics has a 52-week low of $86.50 and a 52-week high of $162.61. The stock has a market cap of $7.75 billion, a PE ratio of 13.87, a PEG ratio of 0.76 and a beta of 1.01.

Insider Activity at Arrow Electronics

In other Arrow Electronics news, insider Richard John Marano sold 2,500 shares of Arrow Electronics stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $155.32, for a total value of $388,300.00. Following the sale, the insider owned 24,096 shares of the company’s stock, valued at $3,742,590.72. This trade represents a 9.40% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, SVP Carine Lamercie Jean-Claude sold 4,000 shares of the business’s stock in a transaction dated Wednesday, February 11th. The shares were sold at an average price of $156.65, for a total value of $626,600.00. Following the completion of the sale, the senior vice president owned 16,261 shares in the company, valued at approximately $2,547,285.65. This trade represents a 19.74% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 19,199 shares of company stock worth $3,009,786 over the last three months. 0.80% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Arrow Electronics

Hedge funds and other institutional investors have recently bought and sold shares of the company. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its position in Arrow Electronics by 45.9% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 20,748 shares of the technology company’s stock worth $2,154,000 after acquiring an additional 6,523 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its holdings in Arrow Electronics by 8.0% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 199,971 shares of the technology company’s stock worth $20,763,000 after purchasing an additional 14,886 shares during the last quarter. Geneos Wealth Management Inc. boosted its holdings in Arrow Electronics by 68.1% during the first quarter. Geneos Wealth Management Inc. now owns 353 shares of the technology company’s stock worth $37,000 after purchasing an additional 143 shares during the last quarter. Sivia Capital Partners LLC bought a new position in Arrow Electronics in the second quarter valued at $492,000. Finally, Envestnet Asset Management Inc. increased its stake in Arrow Electronics by 3.1% in the 2nd quarter. Envestnet Asset Management Inc. now owns 154,094 shares of the technology company’s stock valued at $19,636,000 after buying an additional 4,701 shares during the last quarter. Institutional investors and hedge funds own 99.34% of the company’s stock.

About Arrow Electronics

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.