Arrow Electronics, Inc. (NYSE:ARW) Given Average Rating of “Reduce” by Brokerages

Shares of Arrow Electronics, Inc. (NYSE:ARW) have been given an average rating of “Reduce” by the five ratings firms that are covering the company, MarketBeat Ratings reports. Two research analysts have rated the stock with a sell recommendation and three have given a hold recommendation to the company. The average 1-year target price among brokers that have issued ratings on the stock in the last year is $117.3333.

A number of research firms recently commented on ARW. Zacks Research lowered Arrow Electronics from a “strong-buy” rating to a “hold” rating in a research note on Friday, November 14th. Truist Financial upped their price objective on shares of Arrow Electronics from $120.00 to $148.00 and gave the company a “hold” rating in a research note on Friday. Wells Fargo & Company cut their price target on 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 downgraded Arrow Electronics from a “buy” rating to a “hold” rating in a research report on Saturday, November 1st.

Arrow Electronics Price Performance

NYSE:ARW traded up $10.92 during mid-day trading on Friday, hitting $152.02. 1,159,053 shares of the company’s stock traded hands, compared to its average volume of 625,422. Arrow Electronics has a 1 year low of $86.50 and a 1 year high of $152.77. The company has a market cap of $7.83 billion, a PE ratio of 16.80, a price-to-earnings-growth ratio of 1.08 and a beta of 1.04. The company has a debt-to-equity ratio of 0.48, a quick ratio of 1.14 and a current ratio of 1.46. The firm’s 50 day simple moving average is $116.69 and its 200 day simple moving average is $118.76.

Arrow Electronics (NYSE:ARW) last issued its quarterly earnings data on Thursday, February 5th. The technology company reported $4.39 earnings per share for the quarter, topping analysts’ consensus estimates of $3.55 by $0.84. Arrow Electronics had a net margin of 1.62% and a return on equity of 8.19%. The business had revenue of $8.75 billion during the quarter, compared to analysts’ expectations of $8.16 billion. During the same period last year, the company posted $2.97 EPS. The company’s revenue was up 20.1% on a year-over-year basis. Arrow Electronics has set its Q1 2026 guidance at 2.130-2.330 EPS. Sell-side analysts expect that Arrow Electronics will post 10.57 EPS for the current year.

Institutional Inflows and Outflows

Institutional investors have recently made changes to their positions in the business. Vanguard Group Inc. raised its stake in shares of Arrow Electronics by 0.6% in the 4th quarter. Vanguard Group Inc. now owns 6,122,857 shares of the technology company’s stock valued at $674,616,000 after purchasing an additional 37,417 shares during the period. ACR Alpine Capital Research LLC boosted its position in Arrow Electronics by 42.6% during the 4th quarter. ACR Alpine Capital Research LLC now owns 3,445,593 shares of the technology company’s stock worth $379,635,000 after acquiring an additional 1,028,778 shares during the last quarter. AQR Capital Management LLC raised its holdings in shares of Arrow Electronics by 37.7% in the third quarter. AQR Capital Management LLC now owns 3,185,582 shares of the technology company’s stock valued at $384,818,000 after purchasing an additional 871,585 shares during the last quarter. Boston Partners grew its position in 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. Finally, Earnest Partners LLC boosted its stake in shares of Arrow Electronics by 0.3% during the 3rd quarter. Earnest Partners LLC now owns 1,479,482 shares of the technology company’s stock worth $179,017,000 after buying an additional 5,068 shares during the last quarter. 99.34% of the stock is owned by institutional investors.

Trending Headlines about Arrow Electronics

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

• Positive Sentiment: Q4 results beat estimates — EPS $4.39 vs. consensus ~$3.55 and revenue $8.75B (+20.1% YoY), signaling stronger-than-expected demand. Arrow Electronics Reports Fourth-Quarter and Full-Year 2025 Results
• Positive Sentiment: Management highlighted record ECS growth and an expanding value‑added services mix, and outlined a 21% Q1 sales growth target — a signal that higher‑margin services are driving momentum. Arrow outlines 21% Q1 sales growth target with expanding value-added services mix
• Positive Sentiment: Profitability improved sharply year-over-year (gross profit, operating profit and net income growth), supporting the view that revenue growth is translating into better margins. Arrow Electronics (ARW) Releases Q4 2025 Earnings
• Neutral Sentiment: Investors had access to the earnings call transcript, slide deck and detailed commentary — useful for digging into segment trends and seasonality (management emphasized execution and improving indicators). Arrow Electronics Inc (ARW) Q4 2025 Earnings Call Highlights
• Negative Sentiment: Q1 2026 EPS guidance came in at $2.13–$2.33, well below the prior street consensus (~$3.56), which introduces near-term earnings risk and explains some caution among analysts. Arrow Electronics Reports Fourth-Quarter and Full-Year 2025 Results
• Negative Sentiment: Operating cash flow declined (~38.8% YoY) and total liabilities increased materially, which traders may view as a balance-sheet/cash-cycle caution despite higher cash balances. Arrow Electronics (ARW) Releases Q4 2025 Earnings

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.