ARW
ARROW ELECTRONICS, INC.
$226.78
+1.76%
$11.6B
No data for this timeframe.
Vol
Market Cap$11.6B
Cap SizeLarge Cap
Analyst ConsensusSell (15%)
Inst. Holders50 funds
Inst. Value$4.1B
Inst. Activity15 buys / 8 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 $222.86
Recent Activity
Jun 2, 2026
Insider
Zech Gretchen acquired via exercise 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 29, 2026
Insider
Zech Gretchen sold 4,600 shares
SVP, Chief Gov, Sust, HR Offr @ $215.15 ($989.7K)
May 25, 2026
dark_pool
Dark Pool: ARW — 1.0M shares, 25,626 trades
Week starting 2026-05-25. Total ATS volume: 1,020,445 shares across 25,626 trades.
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.
Woodline Partners LP — DOUBLED
1,081,078 shares ($155.0M)
Inst.
ENVESTNET ASSET MANAGEMENT INC — ADD
623,394 shares ($89.4M)
Price Targets
$219.50
-3.2% upside
Hold
Current $226.78
Low $165.00
Median $226.50
High $260.00
4 analysts
$165.00
$260.00
Analyst Ratings
0Strong Buy
2Buy
4Hold
6Sell
1Strong Sell
Recent Analyst Actions
| Date | Firm | Action | 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 |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| 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 |
Latest Reports
NEUTRAL
CLUSTER
2/10
Three ARW insiders sold a combined $4.77M in shares over a three-day window, representing only ~0.04% of the company's $
May 22, 2026
NEUTRAL
CLUSTER
3/10
Two ARW insiders (SVP Gretchen and President Nowak) sold a total of $4.13M in open-market sales over two days, represent
May 22, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| Erste Asset Management GmbH | — | — |
| BlackRock, Inc. | $708.2M | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $458.7M | — |
| DIMENSIONAL FUND ADVISORS LP | $431.3M | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $328.7M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 2, 2026 | Zech Gretchen | M | $1.2M |
| Jun 2, 2026 | Zech Gretchen | SELL | $1.5M |
| May 29, 2026 | Zech Gretchen | SELL | $989.7K |
| May 22, 2026 | Jean-Claude Carine | SELL | $648.0K |
| May 21, 2026 | Zech Gretchen | SELL | $3.4M |
Reddit Sentiment
60°
Warm
Bearish
Neutral
Bullish
Congressional Trades
1 members: 0 buys, 1 sells
| Member | Party | Type | Amount |
|---|---|---|---|
| Michael McCaul | R | SELL | $50,001 - $100,000 |
50 institutional holders with $4.1B total value (28,765,009 shares) as of 2026-Q1. Top holders: Erste, BlackRock,, VANGUARD. Net buying activity: 15 institutions added/increased vs 8 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | Erste Asset Management GmbH | — | $0.00 | 0.0% | — |
| 2 | BlackRock, Inc. | 4,938,009 | $708.2M | 17.2% | — |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3,198,502 | $458.7M | 11.1% | — |
| 4 | DIMENSIONAL FUND ADVISORS LP | 3,007,509 | $431.3M | 10.5% | — |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 2,291,860 | $328.7M | 8.0% | — |
| 6 | STATE STREET CORP | 1,686,365 | $241.8M | 5.9% | — |
| 7 | EARNEST PARTNERS LLC | 1,407,503 | $201.9M | 4.9% | — |
| 8 | Woodline Partners LP | 1,081,078 | $155.0M | 3.8% | DOUBLED +446.6% |
| 9 | FIL Ltd | 1,026,628 | $147.2M | 3.6% | ADD +33.8% |
| 10 | FMR LLC | 1,019,886 | $146.3M | 3.5% | — |
| 11 | BANK OF AMERICA CORP /DE/ | 1,015,730 | $145.7M | 3.5% | — |
| 12 | SEI INVESTMENTS CO | 1,013,281 | $145.3M | 3.5% | — |
| 13 | ENVESTNET ASSET MANAGEMENT INC | 623,394 | $89.4M | 2.2% | ADD +39.8% |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 529,481 | $75.9M | 1.8% | — |
| 15 | DnB Asset Management AS | 505,272 | $72.5M | 1.8% | TRIM -28.5% |
| 16 | MORGAN STANLEY | 505,030 | $72.4M | 1.8% | — |
| 17 | BRANDES INVESTMENT PARTNERS, LP | 431,768 | $61.9M | 1.5% | DOUBLED +1412.3% |
| 18 | Allianz Asset Management GmbH | 361,786 | $51.9M | 1.3% | — |
| 19 | VANGUARD FIDUCIARY TRUST CO | 317,947 | $45.6M | 1.1% | — |
| 20 | FRONTIER CAPITAL MANAGEMENT CO LLC | 280,747 | $40.3M | 1.0% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| Woodline Partners LP | DOUBLED | 197,782 | 1,081,078 | +446.6% | $155.0M | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC | ADD | 445,781 | 623,394 | +39.8% | $89.4M | 2026-Q1 |
| DnB Asset Management AS | TRIM | 706,687 | 505,272 | -28.5% | $72.5M | 2026-Q1 |
| FIRST TRUST ADVISORS LP | ADD | 203,484 | 259,982 | +27.8% | $37.3M | 2026-Q1 |
| Amundi | ADD | 114,554 | 209,973 | +83.3% | $30.1M | 2026-Q1 |
| Gotham Asset Management, LLC | ADD | 42,638 | 68,743 | +61.2% | $9.9M | 2026-Q1 |
| Assenagon Asset Management S.A. | TRIM | 80,079 | 54,158 | -32.4% | $7.8M | 2026-Q1 |
| FIFTH THIRD BANCORP | DOUBLED | 17,346 | 35,530 | +104.8% | $5.1M | 2026-Q1 |
| HSBC HOLDINGS PLC | ADD | 22,803 | 33,261 | +45.9% | $4.7M | 2026-Q1 |
| JANUS HENDERSON GROUP PLC | TRIM | 62,448 | 23,092 | -63.0% | $3.3M | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS | ADD | 12,432 | 20,622 | +65.9% | $3.0M | 2026-Q1 |
| EXCHANGE TRADED CONCEPTS, LLC | ADD | 7,530 | 13,322 | +76.9% | $1.9M | 2026-Q1 |
| Tweedy, Browne Co LLC | ADD | 7,530 | 11,670 | +55.0% | $1.7M | 2026-Q1 |
| Brevan Howard Capital Management LP | TRIM | 19,012 | 10,577 | -44.4% | $1.5M | 2026-Q1 |
| XPONANCE LLC | ADD | 6,673 | 8,604 | +28.9% | $1.2M | 2026-Q1 |
| QRG CAPITAL MANAGEMENT, INC. | ADD | 4,980 | 7,312 | +46.8% | $1.0M | 2026-Q1 |
| FEDERATED HERMES, INC. | ADD | 2,981 | 4,061 | +36.2% | $582.4K | 2026-Q1 |
| M&T BANK CORP | NEAR_EXIT | 58,915 | 3,962 | -93.3% | $568.2K | 2026-Q1 |
| Swiss Life Asset Management Ltd | ADD | 2,395 | 3,145 | +31.3% | $451.0K | 2026-Q1 |
| Resona Asset Management Co.,Ltd. | TRIM | 4,337 | 2,627 | -39.4% | $376.7K | 2026-Q1 |
| Rockefeller Capital Management L.P. | ADD | 1,554 | 2,471 | +59.0% | $354.4K | 2026-Q1 |
| Vident Advisory, LLC | NEAR_EXIT | 9,333 | 1,965 | -78.9% | $281.8K | 2026-Q1 |
| Alyeska Investment Group, L.P. | EXIT | 265,518 | 0 | -100.0% | $0.00 | 2026-Q1 |
| FIL Ltd | ADD | 920,897 | 1,231,833 | +33.8% | $135.7M | 2025-Q4 |
| DnB Asset Management AS | ADD | 471,813 | 706,687 | +49.8% | $77.9M | 2025-Q4 |
15 unique insiders with 50 transactions. Net insider value: -$8.3M ($601.4K bought, $8.9M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 2, 2026 | Zech Gretchen | SVP, Chief Gov, Sust, HR Offr | EXERCISE | 14,331 | $81.05 | $1.2M |
| Jun 2, 2026 | Zech Gretchen | SVP, Chief Gov, Sust, HR Offr | SELL | 6,600 | $228.92 | $1.5M |
| May 29, 2026 | Zech Gretchen | SVP, Chief Gov, Sust, HR Offr | SELL | 4,600 | $215.15 | $989.7K |
| May 22, 2026 | Jean-Claude Carine Lamercie | SVP, CLCO and Secretary | SELL | 3,000 | $216.00 | $648.0K |
| May 21, 2026 | Zech Gretchen | SVP, Chief Gov, Sust, HR Offr | SELL | 16,000 | $212.08 | $3.4M |
| May 20, 2026 | Nowak Eric | President, Global ECS | SELL | 3,473 | $210.99 | $732.8K |
| May 15, 2026 | Kerin Andrew Charles | Director | AWARD | 149.97 | — | — |
| May 15, 2026 | Gunby Steven Henry | Director | AWARD | 131.98 | — | — |
| May 15, 2026 | Lowe Carol P | Director | AWARD | 167.97 | — | — |
| May 15, 2026 | Hayford Michael D | Director | AWARD | 131.98 | — | — |
| May 12, 2026 | Hayford Michael D | Director | AWARD | 967.94 | — | — |
| May 12, 2026 | Lowe Carol P | Director | AWARD | 967.94 | — | — |
| May 12, 2026 | SMITH GERRY P | Director | AWARD | 967.94 | — | — |
| May 12, 2026 | Gunby Steven Henry | Director | AWARD | 1,712.5 | — | — |
| May 12, 2026 | Chen Lawrence Liren | Director | AWARD | 967.94 | — | — |
| May 12, 2026 | Kerin Andrew Charles | Director | AWARD | 967.94 | — | — |
| May 12, 2026 | MCDOWELL MARY T | Director | AWARD | 967.94 | — | — |
| May 6, 2026 | MCDOWELL MARY T | Director | EXERCISE | 1,694.33 | — | — |
| May 6, 2026 | Kerin Andrew Charles | Director | EXERCISE | 1,694.33 | — | — |
| May 6, 2026 | HAMILTON GAIL | Director | EXERCISE | 1,694.33 | — | — |
| Feb 23, 2026 | Jean-Claude Carine Lamercie | SVP, CLCO and Secretary | EXERCISE | 2,187 | $73.86 | $161.5K |
| Feb 20, 2026 | Agrawal Rajesh K. | SVP, Chief Financial Officer | TAX W/H | 990 | $157.03 | $155.5K |
| Feb 20, 2026 | Brewbaker Brandon Michael | VP, CAO, & CFP&A | TAX W/H | 79 | $157.03 | $12.4K |
| Feb 20, 2026 | Marano Richard John | President, Global Components | TAX W/H | 548 | $157.03 | $86.1K |
| Feb 20, 2026 | Jean-Claude Carine Lamercie | SVP, CLCO and Secretary | TAX W/H | 404 | $157.03 | $63.4K |
| Feb 20, 2026 | Zech Gretchen | SVP, Chief Gov, Sust, HR Offr | TAX W/H | 713 | $157.03 | $112.0K |
| Feb 19, 2026 | Austen William F. | Interim President and CEO | BUY | 3,960 | $151.87 | $601.4K |
| Feb 13, 2026 | Brewbaker Brandon Michael | VP, CAO, & CFP&A | TAX W/H | 55 | $156.19 | $8.6K |
| Feb 13, 2026 | Hayford Michael D | Director | AWARD | 176.07 | — | — |
| Feb 13, 2026 | Marano Richard John | President, Global Components | TAX W/H | 226 | $156.19 | $35.3K |
| Feb 13, 2026 | Jean-Claude Carine Lamercie | SVP, CLCO and Secretary | TAX W/H | 300 | $156.19 | $46.9K |
| Feb 13, 2026 | Agrawal Rajesh K. | SVP, Chief Financial Officer | TAX W/H | 916 | $156.19 | $143.1K |
| Feb 13, 2026 | Gunby Steven Henry | Director | AWARD | 176.07 | — | — |
| Feb 13, 2026 | Kerin Andrew Charles | Director | AWARD | 200.08 | — | — |
| Feb 13, 2026 | Lowe Carol P | Director | AWARD | 224.09 | — | — |
| Feb 13, 2026 | Zech Gretchen | SVP, Chief Gov, Sust, HR Offr | TAX W/H | 643 | $156.19 | $100.4K |
| Feb 11, 2026 | Nowak Eric | President, Global ECS | EXERCISE | 7,166 | $81.05 | $580.8K |
| Feb 11, 2026 | Nowak Eric | President, Global ECS | SELL | 5,034 | $156.63 | $788.5K |
| Feb 11, 2026 | Jean-Claude Carine Lamercie | SVP, CLCO and Secretary | SELL | 4,000 | $156.65 | $626.6K |
| Feb 11, 2026 | Kerin Andrew Charles | Director | SELL | 1,456.47 | $157.27 | $229.1K |
| Feb 11, 2026 | Agrawal Rajesh K. | SVP, Chief Financial Officer | TAX W/H | 1,955 | $157.81 | $308.5K |
| Feb 11, 2026 | Agrawal Rajesh K. | SVP, Chief Financial Officer | AWARD | 4,423 | — | — |
| Feb 11, 2026 | Jean-Claude Carine Lamercie | SVP, CLCO and Secretary | TAX W/H | 782 | $157.81 | $123.4K |
| Feb 11, 2026 | Jean-Claude Carine Lamercie | SVP, CLCO and Secretary | AWARD | 1,709 | — | — |
| Feb 11, 2026 | Marano Richard John | President, Global Components | TAX W/H | 554 | $157.81 | $87.4K |
| Feb 11, 2026 | Marano Richard John | President, Global Components | AWARD | 1,206 | — | — |
| Feb 11, 2026 | Nowak Eric | President, Global ECS | AWARD | 1,407 | — | — |
| Feb 11, 2026 | Zech Gretchen | SVP, Chief Gov, Sust, HR Offr | TAX W/H | 1,341 | $157.81 | $211.6K |
| Feb 11, 2026 | Zech Gretchen | SVP, Chief Gov, Sust, HR Offr | AWARD | 3,016 | — | — |
| Feb 11, 2026 | Brewbaker Brandon Michael | VP, CAO, & CFP&A | TAX W/H | 149 | $157.81 | $23.5K |
2 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 2 neutral. Avg impact: 2.5/10.
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
-3.2% upside
Hold (2.75)
$165.00 Low
$260.00 High
| Metric | Value |
|---|---|
| Current Price | $226.78 |
| Target Low | $165.00 |
| Target Mean | $219.50 |
| Target Median | $226.50 |
| Target High | $260.00 |
| # Analysts | 4 |
| Recommendation | Hold (2.75) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| 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
| Timepoint | EPS Estimate | Change |
|---|---|---|
| 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
| Date | Analyst Firm | Action | Previous Rating | New 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
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 0 | 2 | 4 | 6 | 1 | 15% | |
| May 1, 2026 | 0 | 2 | 2 | 8 | 1 | 15% | |
| Apr 1, 2026 | 0 | 1 | 3 | 8 | 1 | 8% | |
| Mar 1, 2026 | 0 | 1 | 4 | 8 | 1 | 7% | |
| Feb 1, 2026 | 0 | 1 | 4 | 8 | 1 | 7% | |
| Jan 1, 2026 | 0 | 1 | 4 | 8 | 1 | 7% |
Strong BuyBuyHoldSellStrong Sell
1 members of Congress traded this stock: 0 buys, 1 sells.
Congressional Trades
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jan 27, 2026 | Michael McCaul | R | HOUSE | SELL | $50,001 - $100,000 | Arrow Electronics Inc | Feb 12, 2026 (17d) |
60°
Warm
Bearish
Neutral
Bullish
1 mentions
1 bullish
0 bearish
1 time period
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Feb 5, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
Recent Reddit Threads
🔥 Earnings Beat Recap – Momentum Watchlist
▲ 1
💬 2
⚡ 0.0
May 25, 2026
dark_pool
Dark Pool: ARW — 1.0M shares, 25,626 trades
Week starting 2026-05-25. Total ATS volume: 1,020,445 shares across 25,626 trades.
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.