Arrow Electronics (ARW)

• Market cap: $5.81B
• 1 day: -0.75%
• 5 days: 2.26%
• 1 month: -6.63%
• 3 months: -4.79%
• 6 months: -15.54%
• Year to date: -0.03%
• 1 year: -3.25%
• 5 years: 42.77%
• 10 years: 78.22%
• Sector: Industrials
• Industry: Electronic Parts & Equipment

About: Arrow Electronics Inc. is a provider of products, services, and solutions to industrial and commercial users of electronic components and enterprise computing solutions. It has one of the world's broadest portfolios of product offerings available from electronic components and enterprise computing solutions suppliers, coupled with a range of services, solutions, and software, the company helps industrial and commercial customers introduce products, reduce their time to market, and enhance their overall competitiveness. The company has two business segments, the components business and the enterprise computing solutions.

Employees: 21,520

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

1.68% more ownership

Funds ownership: 101.34% [Q3] → 103.02% (+1.68%) [Q4]

3% more call options, than puts

Call options by funds: $3.05M | Put options by funds: $2.98M

9% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 70

3% less funds holding

Funds holding: 461 [Q3] → 447 (-14) [Q4]

13% less capital invested

Capital invested by funds: $7.06B [Q3] → $6.13B (-$928M) [Q4]

17% less funds holding in top 10

Funds holding in top 10: 12 [Q3] → 10 (-2) [Q4]

25% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 175

Research analyst outlook

1 Wall Street Analyst provided 1 year price targets over the past 3 months

• Low target: $98 12% downside
• Avg. target: $98 12% downside
• High target: $98 12% downside

1 analyst rating

• positive: 0 0%
• neutral: 0 0%
• negative: 1 100%

Wells Fargo Joseph Quatrochi 57% 1-year accuracy 13 / 23 met price target

12% downside $98

Underweight Maintained

7 Feb 2025