Hound Partners LLC Reduces Holdings in Arrow Electronics, Inc. $ARW

Hound Partners LLC cut its position in Arrow Electronics, Inc. (NYSE:ARW) by 9.9% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 162,381 shares of the technology company’s stock after selling 17,850 shares during the quarter. Arrow Electronics accounts for 2.8% of Hound Partners LLC’s portfolio, making the stock its 11th largest position. Hound Partners LLC owned 0.32% of Arrow Electronics worth $20,692,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Boston Partners grew its stake in Arrow Electronics by 12.5% during the 2nd 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. AQR Capital Management LLC grew its position in shares of Arrow Electronics by 130.9% in the 2nd quarter. AQR Capital Management LLC now owns 2,313,997 shares of the technology company’s stock worth $294,873,000 after acquiring an additional 1,311,972 shares in the last quarter. ACR Alpine Capital Research LLC increased its holdings in shares of Arrow Electronics by 2,391.7% in the 2nd quarter. ACR Alpine Capital Research LLC now owns 2,156,373 shares of the technology company’s stock valued at $274,787,000 after acquiring an additional 2,069,832 shares during the last quarter. Sei Investments Co. raised its position in shares of Arrow Electronics by 0.8% during the 2nd quarter. Sei Investments Co. now owns 781,313 shares of the technology company’s stock valued at $99,558,000 after acquiring an additional 6,379 shares in the last quarter. Finally, DnB Asset Management AS lifted its stake in Arrow Electronics by 23.4% during the first quarter. DnB Asset Management AS now owns 685,051 shares of the technology company’s stock worth $71,129,000 after purchasing an additional 129,986 shares during the last quarter. Hedge funds and other institutional investors own 99.34% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts have recently commented on the stock. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Arrow Electronics in a report on Wednesday, October 8th. Zacks Research downgraded shares of Arrow Electronics from a “strong-buy” rating to a “hold” rating in a report on Friday, November 14th. Wells Fargo & Company lowered their target price on shares of Arrow Electronics from $98.00 to $94.00 and set an “underweight” rating on the stock in a research note on Friday, October 31st. Finally, Wall Street Zen downgraded shares of Arrow Electronics from a “buy” rating to a “hold” rating in a research report on Saturday, November 1st. Two equities research analysts have rated the stock with a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat, the company has an average rating of “Reduce” and an average target price of $102.00.

Arrow Electronics Trading Down 1.4%

NYSE:ARW opened at $113.58 on Friday. Arrow Electronics, Inc. has a 1-year low of $86.50 and a 1-year high of $134.74. The stock has a fifty day simple moving average of $113.23 and a 200 day simple moving average of $120.96. The firm has a market capitalization of $5.85 billion, a price-to-earnings ratio of 12.55, a price-to-earnings-growth ratio of 1.05 and a beta of 1.04. The company has a quick ratio of 1.14, a current ratio of 1.46 and a debt-to-equity ratio of 0.48.

Arrow Electronics (NYSE:ARW) last released its earnings results on Thursday, October 30th. The technology company reported $2.41 earnings per share for the quarter, topping the consensus estimate of $2.28 by $0.13. The business had revenue of $7.71 billion for the quarter, compared to the consensus estimate of $7.67 billion. Arrow Electronics had a net margin of 1.62% and a return on equity of 8.19%. The firm’s quarterly revenue was up 13.0% compared to the same quarter last year. During the same period last year, the firm posted $2.38 earnings per share. Arrow Electronics has set its Q4 2025 guidance at 3.440-3.640 EPS. Sell-side analysts forecast that Arrow Electronics, Inc. will post 10.57 earnings per share for the current year.

Arrow Electronics Profile

Arrow Electronics, Inc provides products, services, and solutions to industrial and commercial users of electronic components and enterprise computing solutions in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company operates in two segments, Global Components and Global Enterprise Computing Solutions.