The Manufacturers Life Insurance Company Acquires New Holdings in Arrow Electronics, Inc. $ARW

The Manufacturers Life Insurance Company bought a new position in Arrow Electronics, Inc. (NYSE:ARW) in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 35,434 shares of the technology company’s stock, valued at approximately $7,562,000. The Manufacturers Life Insurance Company owned approximately 0.07% of Arrow Electronics as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also modified their holdings of the company. Private Advisor Group LLC grew its holdings in Arrow Electronics by 2.6% in the first quarter. Private Advisor Group LLC now owns 3,054 shares of the technology company’s stock worth $438,000 after purchasing an additional 78 shares during the last quarter. Root Financial Partners LLC lifted its holdings in shares of Arrow Electronics by 38.9% during the 1st quarter. Root Financial Partners LLC now owns 282 shares of the technology company’s stock valued at $40,000 after purchasing an additional 79 shares during the last quarter. Krilogy Financial LLC boosted its position in shares of Arrow Electronics by 3.2% in the 1st quarter. Krilogy Financial LLC now owns 2,543 shares of the technology company’s stock worth $365,000 after purchasing an additional 80 shares in the last quarter. Gateway Investment Advisers LLC grew its stake in Arrow Electronics by 3.8% during the 4th quarter. Gateway Investment Advisers LLC now owns 2,276 shares of the technology company’s stock worth $251,000 after buying an additional 84 shares during the last quarter. Finally, Oregon Public Employees Retirement Fund grew its stake in Arrow Electronics by 0.8% during the 2nd quarter. Oregon Public Employees Retirement Fund now owns 10,567 shares of the technology company’s stock worth $2,255,000 after buying an additional 84 shares during the last quarter. 99.34% of the stock is currently owned by institutional investors.

Arrow Electronics Trading Down 0.1%

NYSE ARW opened at $203.70 on Monday. Arrow Electronics, Inc. has a 1 year low of $101.79 and a 1 year high of $237.33. The company has a debt-to-equity ratio of 0.29, a current ratio of 1.22 and a quick ratio of 1.01. The company has a market capitalization of $10.37 billion, a PE ratio of 13.02, a P/E/G ratio of 0.30 and a beta of 1.20. The company has a fifty day moving average of $210.78 and a 200 day moving average of $189.24.

Arrow Electronics (NYSE:ARW) last released its quarterly earnings data on Thursday, August 6th. The technology company reported $5.45 earnings per share for the quarter, beating analysts’ consensus estimates of $4.45 by $1.00. The business had revenue of $9.99 billion during the quarter, compared to analyst estimates of $9.67 billion. Arrow Electronics had a return on equity of 13.41% and a net margin of 2.26%.The company’s revenue was up 31.8% on a year-over-year basis. During the same quarter last year, the business posted $2.43 EPS. Arrow Electronics has set its Q3 2026 guidance at 4.830-5.030 EPS. Research analysts forecast that Arrow Electronics, Inc. will post 21.24 earnings per share for the current year.

Arrow Electronics declared that its board has authorized a stock repurchase plan on Wednesday, May 13th that permits the company to buyback $1.00 billion in shares. This buyback authorization permits the technology company to repurchase up to 9.7% of its shares through open market purchases. Shares buyback plans are often an indication that the company’s board of directors believes its shares are undervalued.

Key Headlines Impacting Arrow Electronics

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

• Positive Sentiment: Analysts tracked by American Banking News assign Arrow Electronics an average price target of $233.25, implying meaningful upside from recent trading levels. Arrow Electronics Receives $233.25 Average Price Target from Analysts
• Positive Sentiment: Zacks Research raised its Arrow Electronics EPS forecasts across multiple periods, including FY2026 to $20.41 from $17.19, FY2027 to $20.08 from $16.22, and FY2028 to $19.28 from $15.33. The firm also lifted estimates for several quarterly periods, including Q3 2026 to $5.01 from $3.25 and Q3 2027 to $5.05 from $3.21.
• Neutral Sentiment: Zacks Research maintained a Hold rating, suggesting that the higher earnings forecasts have not yet prompted the analyst to view ARW as an outright buy. The current-year consensus EPS estimate is approximately $20.44, broadly in line with Zacks’ revised FY2026 forecast.
• Negative Sentiment: The stock’s decline may reflect valuation and momentum concerns following a strong run toward its 12-month high of $237.33. Investors may also be weighing the fact that Zacks’ longer-term FY2028 estimate of $19.28 is below its FY2027 forecast, despite the upward revisions.

Analyst Upgrades and Downgrades

Several equities research analysts have weighed in on ARW shares. Zacks Research downgraded Arrow Electronics from a “strong-buy” rating to a “hold” rating in a report on Monday, August 3rd. Raymond James Financial reaffirmed an “outperform” rating and issued a $250.00 price objective on shares of Arrow Electronics in a research report on Friday, August 7th. Truist Financial lowered their target price on shares of Arrow Electronics from $260.00 to $250.00 and set a “buy” rating for the company in a research note on Friday, August 7th. Wall Street Zen raised shares of Arrow Electronics from a “buy” rating to a “strong-buy” rating in a research report on Saturday, July 25th. Finally, Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Arrow Electronics in a report on Friday, August 21st. Three equities research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Hold” and an average price target of $233.25.

Arrow Electronics 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.