WINTON GROUP Ltd Buys 18,763 Shares of Arrow Electronics, Inc. $ARW

WINTON GROUP Ltd increased its position in Arrow Electronics, Inc. (NYSE:ARW) by 447.0% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 22,961 shares of the technology company’s stock after acquiring an additional 18,763 shares during the quarter. WINTON GROUP Ltd’s holdings in Arrow Electronics were worth $4,900,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. California State Teachers Retirement System lifted its holdings in Arrow Electronics by 20,912.3% during the second quarter. California State Teachers Retirement System now owns 12,621,067 shares of the technology company’s stock valued at $2,693,462,000 after purchasing an additional 12,561,002 shares in the last quarter. BlackRock Inc. purchased a new stake in shares of Arrow Electronics in the second quarter worth $1,070,534,000. ACR Alpine Capital Research LLC increased its stake in shares of Arrow Electronics by 3.9% in the first quarter. ACR Alpine Capital Research LLC now owns 3,578,313 shares of the technology company’s stock worth $513,166,000 after purchasing an additional 132,720 shares in the last quarter. AQR Capital Management LLC raised its position in shares of Arrow Electronics by 37.7% during the 3rd 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 period. Finally, Dimensional Fund Advisors LP raised its position in shares of Arrow Electronics by 0.4% during the 1st quarter. Dimensional Fund Advisors LP now owns 3,007,509 shares of the technology company’s stock valued at $431,280,000 after purchasing an additional 11,894 shares during the period. Institutional investors own 99.34% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages recently weighed in on ARW. Wall Street Zen raised shares of Arrow Electronics from a “buy” rating to a “strong-buy” rating in a report on Saturday, July 25th. Raymond James Financial reissued an “outperform” rating and set a $250.00 price target on shares of Arrow Electronics in a report on Friday, August 7th. Truist Financial lowered their price objective on Arrow Electronics from $260.00 to $250.00 and set a “buy” rating on the stock in a research report on Friday, August 7th. Zacks Research raised Arrow Electronics from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, September 1st. Finally, Wells Fargo & Company increased their target price on Arrow Electronics from $175.00 to $200.00 and gave the stock an “underweight” rating in a research report on Friday, August 7th. One investment analyst has rated the stock with a Strong Buy rating, three have given a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $233.25.

Arrow Electronics Price Performance

Shares of NYSE:ARW opened at $213.09 on Friday. The firm has a market cap of $10.85 billion, a price-to-earnings ratio of 13.62, a P/E/G ratio of 0.32 and a beta of 1.19. The firm has a fifty day moving average price of $209.62 and a 200 day moving average price of $192.83. Arrow Electronics, Inc. has a fifty-two week low of $101.79 and a fifty-two week high of $237.33. The company has a debt-to-equity ratio of 0.29, a quick ratio of 1.01 and a current ratio of 1.22.

Arrow Electronics (NYSE:ARW) last announced its quarterly earnings results on Thursday, August 6th. The technology company reported $5.45 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.45 by $1.00. The company had revenue of $9.99 billion for the quarter, compared to the consensus estimate of $9.67 billion. Arrow Electronics had a net margin of 2.26% and a return on equity of 13.41%. Arrow Electronics’s revenue for the quarter was up 31.8% compared to the same quarter last year. During the same period in the previous year, the firm posted $2.43 EPS. Arrow Electronics has set its Q3 2026 guidance at 4.830-5.030 EPS. As a group, sell-side analysts expect that Arrow Electronics, Inc. will post 21.24 earnings per share for the current fiscal year.

Insider Activity

In other news, SVP Carine Jean-Claude sold 1,000 shares of Arrow Electronics stock in a transaction dated Thursday, September 3rd. The stock was sold at an average price of $209.85, for a total value of $209,850.00. Following the sale, the senior vice president directly owned 11,626 shares of the company’s stock, valued at approximately $2,439,716.10. The trade was a 7.92% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Company insiders own 0.80% of the company’s stock.

Arrow Electronics Profile

Arrow Electronics, Inc is a global technology distributor that connects electronic component manufacturers with original equipment manufacturers, contract manufacturers and other commercial customers. The company supplies semiconductors, passive components, electromechanical products and related embedded technologies used in products across industries such as communications, industrial, automotive, aerospace and defense, and consumer electronics.

Through its enterprise computing solutions business, Arrow also provides information-technology products and services, including data-center and cloud solutions, software, security, storage, networking and professional services.