Ruffer LLP Reduces Holdings in Arrow Electronics, Inc. $ARW

Ruffer LLP reduced its position in Arrow Electronics, Inc. (NYSE:ARW) by 96.5% in the 2nd quarter, according to its most recent filing with the SEC. The fund owned 1,170 shares of the technology company’s stock after selling 32,575 shares during the period. Ruffer LLP’s holdings in Arrow Electronics were worth $249,000 at the end of the most recent quarter.

A number of other large investors have also recently made changes to their positions in ARW. Bayban purchased a new position in Arrow Electronics during the 1st quarter worth approximately $26,000. Northwestern Mutual Wealth Management Co. boosted its holdings in shares of Arrow Electronics by 112.0% in the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 248 shares of the technology company’s stock valued at $27,000 after acquiring an additional 131 shares during the period. Transamerica Financial Advisors LLC purchased a new position in shares of Arrow Electronics during the fourth quarter worth approximately $27,000. Advisory Services Network LLC purchased a new stake in Arrow Electronics in the 3rd quarter valued at $31,000. Finally, Quarry LP purchased a new stake in Arrow Electronics in the 3rd quarter valued at $33,000. 99.34% of the stock is owned by institutional investors and hedge funds.

Arrow Electronics Stock Performance

NYSE:ARW opened at $209.08 on Friday. The firm’s fifty day moving average price is $214.33 and its 200 day moving average price is $183.63. 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 firm has a market cap of $10.64 billion, a price-to-earnings ratio of 13.36, a price-to-earnings-growth ratio of 0.32 and a beta of 1.20.

Arrow Electronics (NYSE:ARW) last announced its quarterly earnings data on Thursday, August 6th. The technology company reported $5.45 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.45 by $1.00. The company had revenue of $9.99 billion for the quarter, compared to analysts’ expectations 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 was up 31.8% compared to the same quarter last year. During the same period in the previous year, the company posted $2.43 EPS. Arrow Electronics has set its Q3 2026 guidance at 4.830-5.030 EPS. On average, sell-side analysts expect that Arrow Electronics, Inc. will post 20.44 EPS for the current year.

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

Insider Transactions at Arrow Electronics

In other news, insider Eric Nowak sold 3,473 shares of the business’s stock in a transaction dated Wednesday, May 20th. The shares were sold at an average price of $210.99, for a total transaction of $732,768.27. Following the transaction, the insider directly owned 48,835 shares in the company, valued at $10,303,696.65. The trade was a 6.64% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, SVP Carine Lamercie Jean-Claude sold 3,000 shares of the stock in a transaction dated Friday, May 22nd. The stock was sold at an average price of $216.00, for a total transaction of $648,000.00. Following the transaction, the senior vice president directly owned 12,626 shares of the company’s stock, valued at $2,727,216. This represents a 19.20% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 0.80% of the company’s stock.

Wall Street Analyst Weigh In

ARW has been the subject of a number of recent research reports. Wall Street Zen upgraded shares of Arrow Electronics from a “buy” rating to a “strong-buy” rating in a research note on Saturday, July 25th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Arrow Electronics in a report on Tuesday, May 26th. Zacks Research downgraded shares of Arrow Electronics from a “strong-buy” rating to a “hold” rating in a research note on Monday, August 3rd. Bank of America raised Arrow Electronics from an “underperform” rating to a “neutral” rating and raised their price target for the stock from $122.00 to $233.00 in a report on Wednesday, May 13th. Finally, Truist Financial dropped their price target 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. 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 company. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus 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.