ARW

ARROW ELECTRONICS, INC.

NYSE · Wholesale-Electronic Parts & Equipment, NEC · Inc. NY · CIK 0000007536
$219.40 -0.10% $11.2B
Insider Selling Cluster (3 insiders)3 New Institutional Positions
Vol
Market Cap$11.2B
Cap SizeLarge Cap
Analyst ConsensusSell (15%)
Inst. Holders11 funds
Inst. Value$1.1B
Inst. Activity3 buys / 0 sells
Insider Activity1B / 8S
Insider Net $-$8.3M
Reddit Sentiment60° Warm
SEC Reports2
Congressional1 trades
Exchange NYSE·Sector Wholesale-Electronic Parts & Equipment, NEC·Inc. NY·CIK 0000007536·Prev Close $219.63

Recent Activity

Jun 2, 2026 Insider
Zech Gretchen sold 14,331 shares
SVP, Chief Gov, Sust, HR Offr @ $0.00 ($0.00)
Jun 2, 2026 Insider
Zech Gretchen sold 14,331 shares
SVP, Chief Gov, Sust, HR Offr @ $81.05 ($1.2M)
Jun 2, 2026 Insider
Zech Gretchen sold 6,600 shares
SVP, Chief Gov, Sust, HR Offr @ $228.92 ($1.5M)
May 22, 2026 SEC
Three ARW insiders sold a combined $4.77M in shares over a three-day window, representing only ~0.04% of the company's $
CLUSTER — Impact 2/10
May 22, 2026 SEC
Two ARW insiders (SVP Gretchen and President Nowak) sold a total of $4.13M in open-market sales over two days, represent
CLUSTER — Impact 3/10
Inst.
RENAISSANCE TECHNOLOGIES LLC — NEW
163,100 shares ($18.0M)
Inst.
TWO SIGMA INVESTMENTS, LP — DOUBLED
150,255 shares ($16.6M)
May 18, 2026 dark_pool
Dark Pool: ARW — 1.2M shares, 29,120 trades
Week starting 2026-05-18. Total ATS volume: 1,153,347 shares across 29,120 trades.

Price Targets

$219.50 +0.0% upside Hold
Current $219.40 Low $165.00 Median $226.50 High $260.00 4 analysts
$165.00 $260.00

Analyst Ratings

Strong Sell15% buy · 13 analysts
0Strong Buy
2Buy
4Hold
6Sell
1Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 4, 2026 Truist Securities MAINTAIN Buy → Buy
May 13, 2026 B of A Securities UPGRADE Underperform → Neutral
May 8, 2026 Truist Securities MAINTAIN Buy → Buy
May 8, 2026 Wells Fargo MAINTAIN Underweight → Underweight
Apr 13, 2026 Truist Securities UPGRADE Hold → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $4.46 ▲ +36.0% $4.42 — $4.51 84% YoY 4
Next Q $4.63 ▲ +40.7% $4.50 — $4.72 92% YoY 4
Current FY $19.90 ▲ +41.7% $19.28 — $20.18 81% YoY 4
Next FY $21.32 ▲ +33.2% $20.09 — $21.89 7% YoY 4

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$674.6M
FMR LLC$111.7M
BANK OF AMERICA CORP$109.0M
CHARLES SCHWAB INVESTMENT MANAGEMENT$58.3MNEW
MORGAN STANLEY$53.3M

Recent Insider Trades

DateInsiderTypeValue
Jun 2, 2026Zech GretchenM$0.00
Jun 2, 2026Zech GretchenM$1.2M
Jun 2, 2026Zech GretchenSELL$1.5M
May 29, 2026Zech GretchenSELL$989.7K
May 22, 2026Jean-Claude CarineSELL$648.0K

Reddit Sentiment

60°
Warm
Bearish Neutral Bullish
1 mentions 1 bullish 0 bearish

Congressional Trades

1 members: 0 buys, 1 sells
MemberPartyTypeAmount
Michael McCaulRSELL$50,001 - $100,000
11 institutional holders with $1.1B total value (9,613,204 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, BANK. Net buying activity: 3 institutions added/increased vs 0 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC6,122,857$674.6M63.7%
2FMR LLC1,013,467$111.7M10.5%
3BANK OF AMERICA CORP /DE/989,537$109.0M10.3%
4CHARLES SCHWAB INVESTMENT MANAGEMENT INC528,776$58.3M5.5%NEW
5MORGAN STANLEY483,639$53.3M5.0%
6RENAISSANCE TECHNOLOGIES LLC163,100$18.0M1.7%NEW
7TWO SIGMA INVESTMENTS, LP150,255$16.6M1.6%DOUBLED +367.1%
8NORGES BANK90,360$10.0M0.9%NEW
9WELLS FARGO & COMPANY/MN41,835$4.6M0.4%TRIM -50.8%
10Cullen Capital Management, LLC21,848$2.4M0.2%
11Tweedy, Browne Co LLC7,530$829.7K0.1%DOUBLED +105.4%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
RENAISSANCE TECHNOLOGIES LLCNEW163,100$18.0M2025-Q4
TWO SIGMA INVESTMENTS, LPDOUBLED32,169150,255+367.1%$16.6M2025-Q4
NORGES BANKNEW90,360$10.0M2025-Q4
WELLS FARGO & COMPANY/MNTRIM93,21645,869-50.8%$5.6M2025-Q3
TWO SIGMA INVESTMENTS, LPADD23,48032,169+37.0%$3.9M2025-Q3
Tweedy, Browne Co LLCDOUBLED3,1406,450+105.4%$780.5K2025-Q3
NORGES BANKEXIT89,2180-100.0%$0.002025-Q3
UBS Group AGADD226,242348,543+54.1%$44.4M2025-Q2
WELLS FARGO & COMPANY/MNDOUBLED33,42693,216+178.9%$11.9M2025-Q2
NORGES BANKNEW89,218$11.4M2025-Q2
TWO SIGMA INVESTMENTS, LPNEAR_EXIT135,24323,480-82.6%$3.0M2025-Q2
Tweedy, Browne Co LLCNEW3,140$400.1K2025-Q2
TWO SIGMA INVESTMENTS, LPDOUBLED28,053135,243+382.1%$14.0M2025-Q1
WELLS FARGO & COMPANY/MNADD17,03833,426+96.2%$3.5M2025-Q1
CITADEL ADVISORS LLCADD12,96820,262+56.2%$2.1M2025-Q1
NORGES BANKEXIT103,7960-100.0%$0.002025-Q1
UBS Group AGDOUBLED29,449277,979+843.9%$31.4M2024-Q4
NORGES BANKNEAR_EXIT741,924103,796-86.0%$11.7M2024-Q4
WELLS FARGO & COMPANY/MNTRIM65,61817,038-74.0%$1.9M2024-Q4
CITADEL ADVISORS LLCNEAR_EXIT87,07812,968-85.1%$1.5M2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW483,936$64.3M2024-Q3
15 unique insiders with 9 transactions. Net insider value: -$8.3M ($601.4K bought, $8.9M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 2, 2026Zech GretchenSVP, Chief Gov, Sust, HR OffrM14,331$0.00$0.00
Jun 2, 2026Zech GretchenSVP, Chief Gov, Sust, HR OffrM14,331$81.05$1.2M
Jun 2, 2026Zech GretchenSVP, Chief Gov, Sust, HR OffrSELL6,600$228.92$1.5M
May 29, 2026Zech GretchenSVP, Chief Gov, Sust, HR OffrSELL4,600$215.15$989.7K
May 22, 2026Jean-Claude Carine LamercieSVP, CLCO and SecretarySELL3,000$216.00$648.0K
May 21, 2026Zech GretchenSVP, Chief Gov, Sust, HR OffrSELL16,000$212.08$3.4M
May 20, 2026Nowak EricPresident, Global ECSSELL3,473$210.99$732.8K
May 15, 2026Kerin Andrew CharlesDirectorA149.97$0.00$0.00
May 15, 2026Gunby Steven HenryDirectorA131.98$0.00$0.00
May 15, 2026Lowe Carol PDirectorA167.97$0.00$0.00
May 15, 2026Hayford Michael DDirectorA131.98$0.00$0.00
May 12, 2026Hayford Michael DDirectorA967.94$0.00$0.00
May 12, 2026Lowe Carol PDirectorA967.94$0.00$0.00
May 12, 2026SMITH GERRY PDirectorA967.94$0.00$0.00
May 12, 2026Gunby Steven HenryDirectorA1,712.5$0.00$0.00
May 12, 2026Chen Lawrence LirenDirectorA967.94$0.00$0.00
May 12, 2026Kerin Andrew CharlesDirectorA967.94$0.00$0.00
May 12, 2026MCDOWELL MARY TDirectorA967.94$0.00$0.00
May 6, 2026MCDOWELL MARY TDirectorM1,694.33$0.00$0.00
May 6, 2026MCDOWELL MARY TDirectorM1,694.33$0.00$0.00
May 6, 2026Kerin Andrew CharlesDirectorM1,694.33$0.00$0.00
May 6, 2026Kerin Andrew CharlesDirectorM1,694.33$0.00$0.00
May 6, 2026HAMILTON GAILDirectorM1,694.33$0.00$0.00
May 6, 2026HAMILTON GAILDirectorM1,694.33$0.00$0.00
Feb 23, 2026Jean-Claude Carine LamercieSVP, CLCO and SecretaryM2,187$73.86$161.5K
Feb 23, 2026Jean-Claude Carine LamercieSVP, CLCO and SecretaryM2,187$0.00$0.00
Feb 20, 2026Agrawal Rajesh K.SVP, Chief Financial OfficerF990$157.03$155.5K
Feb 20, 2026Brewbaker Brandon MichaelVP, CAO, & CFP&AF79$157.03$12.4K
Feb 20, 2026Marano Richard JohnPresident, Global ComponentsF548$157.03$86.1K
Feb 20, 2026Jean-Claude Carine LamercieSVP, CLCO and SecretaryF404$157.03$63.4K
Feb 20, 2026Zech GretchenSVP, Chief Gov, Sust, HR OffrF713$157.03$112.0K
Feb 19, 2026Austen William F.Interim President and CEOBUY3,960$151.87$601.4K
Feb 13, 2026Brewbaker Brandon MichaelVP, CAO, & CFP&AF55$156.19$8.6K
Feb 13, 2026Hayford Michael DDirectorA176.07$0.00$0.00
Feb 13, 2026Marano Richard JohnPresident, Global ComponentsF226$156.19$35.3K
Feb 13, 2026Jean-Claude Carine LamercieSVP, CLCO and SecretaryF300$156.19$46.9K
Feb 13, 2026Agrawal Rajesh K.SVP, Chief Financial OfficerF916$156.19$143.1K
Feb 13, 2026Gunby Steven HenryDirectorA176.07$0.00$0.00
Feb 13, 2026Kerin Andrew CharlesDirectorA200.08$0.00$0.00
Feb 13, 2026Lowe Carol PDirectorA224.09$0.00$0.00
Feb 13, 2026Zech GretchenSVP, Chief Gov, Sust, HR OffrF643$156.19$100.4K
Feb 11, 2026Nowak EricPresident, Global ECSM7,166$0.00$0.00
Feb 11, 2026Nowak EricPresident, Global ECSM7,166$81.05$580.8K
Feb 11, 2026Nowak EricPresident, Global ECSSELL5,034$156.63$788.5K
Feb 11, 2026Jean-Claude Carine LamercieSVP, CLCO and SecretarySELL4,000$156.65$626.6K
Feb 11, 2026Kerin Andrew CharlesDirectorSELL1,456.47$157.27$229.1K
Feb 11, 2026Agrawal Rajesh K.SVP, Chief Financial OfficerF1,955$157.81$308.5K
Feb 11, 2026Agrawal Rajesh K.SVP, Chief Financial OfficerA4,423$0.00$0.00
Feb 11, 2026Jean-Claude Carine LamercieSVP, CLCO and SecretaryF782$157.81$123.4K
Feb 11, 2026Jean-Claude Carine LamercieSVP, CLCO and SecretaryA1,709$0.00$0.00

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Sell (15% buy). Based on 13 analysts: 0 strong buy, 2 buy, 4 hold, 6 sell, 1 strong sell.

Analyst Price Targets

$219.50 mean target +0.0% upside Hold (2.75)
$165.00 Low $260.00 High
MetricValue
Current Price$219.40
Target Low$165.00
Target Mean$219.50
Target Median$226.50
Target High$260.00
# Analysts4
RecommendationHold (2.75)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$4.46 $4.42 $4.51 83.5% +36.0% 3↑ 0↓ $9.6B 26.2% 4
Next Q
2026-09-30
$4.63 $4.50 $4.72 92.3% +40.7% 3↑ 0↓ $9.7B 25.1% 4
Current FY
2026-12-31
$19.90 $19.28 $20.18 80.6% +41.7% 3↑ 0↓ $39.0B 26.3% 4
Next FY
2027-12-31
$21.32 $20.09 $21.89 7.2% +33.2% 4↑ 0↓ $40.8B 4.7% 4

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$4.460
7d ago$4.460
30d ago$3.280+1.180
60d ago$2.910+1.550
90d ago$2.910+1.550
3 analyst firms have rated this stock: 2 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 4, 2026 Truist Securities MAINTAIN Buy Buy
May 13, 2026 B of A Securities UPGRADE Underperform Neutral
May 8, 2026 Truist Securities MAINTAIN Buy Buy
May 8, 2026 Wells Fargo MAINTAIN Underweight Underweight
Apr 13, 2026 Truist Securities UPGRADE Hold Buy
Feb 6, 2026 Wells Fargo MAINTAIN Underweight Underweight
Feb 6, 2026 Truist Securities MAINTAIN Hold Hold

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20260246115%
May 1, 20260228115%
Apr 1, 2026013818%
Mar 1, 2026014817%
Feb 1, 2026014817%
Jan 1, 2026014817%
Strong BuyBuyHoldSellStrong Sell
1 members of Congress traded this stock: 0 buys, 1 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
Jan 27, 2026Michael McCaulRHOUSESELL$50,001 - $100,000Arrow Electronics IncFeb 12, 2026 (17d)
60°
Warm
Bearish Neutral Bullish
1 mentions 1 bullish 0 bearish 1 time period

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Feb 5, 2026160° Warm101

Recent Reddit Threads

r/pennystocks Bullish 4mo ago
🔥 Earnings Beat Recap – Momentum Watchlist
▲ 1 💬 2 ⚡ 0.0
May 18, 2026
dark_pool
Dark Pool: ARW — 1.2M shares, 29,120 trades
Week starting 2026-05-18. Total ATS volume: 1,153,347 shares across 29,120 trades.
May 12, 2026
short_interest
FTD: ARW — 3,182 shares ($0.6M) failed to deliver
Settlement: 20260512, Price: $202.56, FTD Value: $644,545.92, ARROW ELECTRONICS INC
May 11, 2026
short_interest
FTD: ARW — 3,100 shares ($0.6M) failed to deliver
Settlement: 20260511, Price: $194.95, FTD Value: $604,345, ARROW ELECTRONICS INC
May 11, 2026
dark_pool
Dark Pool: ARW — 1.3M shares, 33,033 trades
Week starting 2026-05-11. Total ATS volume: 1,294,412 shares across 33,033 trades.
May 8, 2026
short_interest
FTD: ARW — 3,193 shares ($0.6M) failed to deliver
Settlement: 20260508, Price: $189.83, FTD Value: $606,127.19, ARROW ELECTRONICS INC
May 7, 2026
earnings_calendar
ARW Q1 2026 Earnings Scheduled — 2026-05-07
May 4, 2026
dark_pool
Dark Pool: ARW — 1.9M shares, 41,281 trades
Week starting 2026-05-04. Total ATS volume: 1,857,648 shares across 41,281 trades.
Apr 30, 2026
earnings_calendar
ARW Q1 2026 Earnings Scheduled — 2026-04-30
Apr 27, 2026
dark_pool
Dark Pool: ARW — 0.8M shares, 24,538 trades
Week starting 2026-04-27. Total ATS volume: 818,967 shares across 24,538 trades.
Apr 20, 2026
dark_pool
Dark Pool: ARW — 1.1M shares, 26,860 trades
Week starting 2026-04-20. Total ATS volume: 1,089,583 shares across 26,860 trades.
Apr 13, 2026
dark_pool
Dark Pool: ARW — 1.4M shares, 30,854 trades
Week starting 2026-04-13. Total ATS volume: 1,360,294 shares across 30,854 trades.
Apr 10, 2026
short_interest
FTD: ARW — 13,648 shares ($2.1M) failed to deliver
Settlement: 20260410, Price: $157.43, FTD Value: $2,148,604.64, ARROW ELECTRONICS INC
Apr 6, 2026
dark_pool
Dark Pool: ARW — 0.9M shares, 24,500 trades
Week starting 2026-04-06. Total ATS volume: 854,262 shares across 24,500 trades.
Mar 30, 2026
dark_pool
Dark Pool: ARW — 0.5M shares, 17,148 trades
Week starting 2026-03-30. Total ATS volume: 477,989 shares across 17,148 trades.
Mar 23, 2026
dark_pool
Dark Pool: ARW — 0.5M shares, 18,086 trades
Week starting 2026-03-23. Total ATS volume: 510,664 shares across 18,086 trades.