State of New Jersey Common Pension Fund D Acquires 3,360 Shares of Arrow Electronics, Inc. $ARW

State of New Jersey Common Pension Fund D boosted its holdings in Arrow Electronics, Inc. (NYSE:ARW) by 19.6% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 20,483 shares of the technology company’s stock after purchasing an additional 3,360 shares during the quarter. State of New Jersey Common Pension Fund D’s holdings in Arrow Electronics were worth $2,257,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in ARW. AQR Capital Management LLC boosted its stake in Arrow Electronics by 37.7% in the 3rd quarter. AQR Capital Management LLC now owns 3,185,582 shares of the technology company’s stock worth $384,818,000 after purchasing an additional 871,585 shares during the period. Envestnet Asset Management Inc. boosted its stake in Arrow Electronics by 197.2% in the 3rd quarter. Envestnet Asset Management Inc. now owns 458,036 shares of the technology company’s stock worth $55,422,000 after purchasing an additional 303,942 shares during the period. ACR Alpine Capital Research LLC raised its holdings 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 acquiring an additional 260,442 shares in the last quarter. Vanguard Group Inc. raised its holdings in shares of Arrow Electronics by 3.5% during the 3rd quarter. Vanguard Group Inc. now owns 6,085,440 shares of the technology company’s stock worth $736,338,000 after acquiring an additional 204,024 shares in the last quarter. Finally, Algert Global LLC raised its holdings in shares of Arrow Electronics by 1,182.9% during the 3rd quarter. Algert Global LLC now owns 142,660 shares of the technology company’s stock worth $17,262,000 after acquiring an additional 131,540 shares in the last quarter. 99.34% of the stock is currently owned by institutional investors.

Key Headlines Impacting Arrow Electronics

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

• Positive Sentiment: Arrow Electronics reported first-quarter EPS of $5.22, well ahead of estimates, while revenue rose 39% year over year to $9.47 billion, topping Wall Street forecasts. Article Title
• Positive Sentiment: The company raised second-quarter guidance, with EPS projected at $4.32-$4.52 and revenue expected at $9.2 billion-$9.8 billion, both above consensus estimates. Article Title
• Positive Sentiment: Management commentary and earnings call coverage pointed to strong segment growth, higher margins, and continued data center demand tailwinds, reinforcing optimism about near-term fundamentals. Article Title
• Neutral Sentiment: Several follow-up articles simply recapped the quarter and conference call, with no major new catalyst beyond the earnings beat and guidance raise.

Insider Buying and Selling

In related news, CEO William F. Austen purchased 3,960 shares of the firm’s stock in a transaction that occurred on Thursday, February 19th. The shares were bought at an average price of $151.87 per share, for a total transaction of $601,405.20. Following the acquisition, the chief executive officer owned 44,722 shares of the company’s stock, valued at approximately $6,791,930.14. This represents a 9.71% increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, SVP Carine Lamercie Jean-Claude sold 4,000 shares of the stock in a transaction on Wednesday, February 11th. The shares were sold at an average price of $156.65, for a total value of $626,600.00. Following the sale, the senior vice president owned 16,261 shares in the company, valued at $2,547,285.65. The trade was a 19.74% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 19,199 shares of company stock worth $3,009,786. 0.80% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

Several brokerages have recently issued reports on ARW. Raymond James Financial reaffirmed an “outperform” rating and set a $220.00 price objective on shares of Arrow Electronics in a report on Friday. Truist Financial upped their price objective on Arrow Electronics from $183.00 to $240.00 and gave the stock a “buy” rating in a report on Thursday. Weiss Ratings raised Arrow Electronics from a “hold (c+)” rating to a “buy (b-)” rating in a report on Thursday, February 26th. Wall Street Zen raised Arrow Electronics from a “hold” rating to a “buy” rating in a report on Saturday, February 7th. Finally, Zacks Research raised Arrow Electronics from a “hold” rating to a “strong-buy” rating in a report on Monday, February 9th. One research analyst has rated the stock with a Strong Buy rating, three have given a Buy rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $183.75.

Arrow Electronics Stock Up 2.6%

Shares of ARW opened at $194.84 on Friday. The stock has a market capitalization of $9.95 billion, a price-to-earnings ratio of 13.94, a price-to-earnings-growth ratio of 0.92 and a beta of 1.16. Arrow Electronics, Inc. has a 1 year low of $101.79 and a 1 year high of $199.47. The business’s 50 day simple moving average is $157.32 and its 200-day simple moving average is $133.68. The company has a debt-to-equity ratio of 0.35, a current ratio of 1.24 and a quick ratio of 1.09.

Arrow Electronics (NYSE:ARW) last released its quarterly earnings results on Thursday, May 7th. The technology company reported $5.22 earnings per share for the quarter, beating the consensus estimate of $2.92 by $2.30. Arrow Electronics had a return on equity of 11.40% and a net margin of 2.17%.The company had revenue of $9.47 billion for the quarter, compared to analyst estimates of $8.39 billion. During the same quarter in the prior year, the firm posted $1.80 EPS. Arrow Electronics’s quarterly revenue was up 39.0% compared to the same quarter last year. Arrow Electronics has set its Q2 2026 guidance at 4.32-4.520 EPS. As a group, equities analysts expect that Arrow Electronics, Inc. will post 13.59 earnings per share for the current fiscal year.

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.