Market Cap
$11.6B
ARW
ARROW ELECTRONICS, INC.
$244.35 ▲ +5.49%
Prev close $231.63Market cap$11.6B
ConsensusBuy
12-mo target$235.00 (-3.8%)
▲ Bullish
Analyst conviction 6/10
Insider Selling Cluster (3 insiders)38 New Institutional Positions12 Institutional Exits Software & IT
Snapshot
The big-picture read on ARW right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Buy (60%)
Inst. Holders
50 funds
Inst. Value
$7.9B
Inst. Activity
38 buys / 12 sells
Insider Activity
$601.4K buy / $11.4M sell
Insider Net $
-$10.8M
Social Sentiment
60° Warm
SEC Reports
3
Congressional
1 trades
Price chart 30d +17.4%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 16, 2026 Insider
Austen William F. was granted 23,619 shares
Interim President and CEO
Sep 14, 2026 Insider
Agrawal Rajesh K. surrendered for taxes 4,414 shares
SVP, Chief Financial Officer @ $213.85 ($943.9K)
Sep 7, 2026 dark_pool
Dark Pool: ARW — 0.8M shares, 27,442 trades
Week starting 2026-09-07. Total ATS volume: 752,921 shares across 27,442 trades.
Sep 3, 2026 Insider
Aug 20, 2026 SEC Jean-Claude Carine Lamercie sold 1,000 shares
SVP, CLCO and Secretary @ $209.85 ($209.8K)
A mixed institutional cluster in ARW shows 21 buyers accumulating $566.3M in new positions, led by Capital World Investo
INST-CLUSTER — Impact 5/10
Jun 30, 2026 Inst.
BANK OF AMERICA CORP — ADD
1,269,769 shares ($271.0M)
Jun 30, 2026 Inst.
May 22, 2026 SEC Capital World Investors — NEW
956,543 shares ($204.1M)
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
Analyst ratings buy % +757.1%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
60% rate it Buy or better · 10 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 7, 2026 | Wells Fargo | MAINTAIN | Underweight | 54% |
| Aug 7, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Jul 20, 2026 | Wells Fargo | MAINTAIN | Underweight | 54% |
| Jun 4, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| May 13, 2026 | B of A Securities | UPGRADE | Neutral | 54% |
| May 8, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| May 8, 2026 | Wells Fargo | MAINTAIN | Underweight | 54% |
| Apr 13, 2026 | Truist Securities | UPGRADE | Buy | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 1 | 5 | 3 | 1 | 0 | 60% | |
| Aug 1, 2026 | 1 | 4 | 4 | 1 | 0 | 50% | |
| Jul 1, 2026 | 1 | 4 | 4 | 1 | 0 | 50% | |
| 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% |
Price targets
Where 4 covering analysts think ARW trades over the next 12 months.
$235.00 -3.8% upside Hold
Current$244.35 Low$200.00 Median$245.00 High$250.00 4 analysts
$200.00$250.00
Analyst rating None as of Oct 2, 2026
Social media sentiment
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
60°
Warm
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
3 SEC filing reports analyzed · 0 bullish, 0 bearish, 1 mixed, 2 neutral · avg impact 3.3/10.
MIXEDINST-CLUSTER5/10
A mixed institutional cluster in ARW shows 21 buyers accumulating $566.3M in new positions, led by C
Aug 20, 2026
NEUTRALCLUSTER2/10
Three ARW insiders sold a combined $4.77M in shares over a three-day window, representing only ~0.04
May 22, 2026
NEUTRALCLUSTER3/10
Two ARW insiders (SVP Gretchen and President Nowak) sold a total of $4.13M in open-market sales over
May 22, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 7, 2026
dark_pool
Dark Pool: ARW — 0.8M shares, 27,442 trades
Week starting 2026-09-07. Total ATS volume: 752,921 shares across 27,442 trades.
Aug 31, 2026
dark_pool
Dark Pool: ARW — 0.5M shares, 26,443 trades
Week starting 2026-08-31. Total ATS volume: 546,758 shares across 26,443 trades.
Aug 24, 2026
dark_pool
Dark Pool: ARW — 0.5M shares, 24,785 trades
Week starting 2026-08-24. Total ATS volume: 522,140 shares across 24,785 trades.
Aug 17, 2026
dark_pool
Dark Pool: ARW — 0.9M shares, 27,683 trades
Week starting 2026-08-17. Total ATS volume: 934,929 shares across 27,683 trades.
Aug 10, 2026
dark_pool
Dark Pool: ARW — 0.9M shares, 33,068 trades
Week starting 2026-08-10. Total ATS volume: 909,400 shares across 33,068 trades.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $4.96 | $4.93–$5.00 | 106.0% | +7.5% | 3↑ 0↓ | $10.0B | 4 |
| Next Q | $6.00 | $5.32–$6.31 | 36.6% | +8.5% | 2↑ 0↓ | $10.6B | 4 |
| Current FY | $21.64 | $20.93–$21.98 | 96.3% | +9.2% | 3↑ 0↓ | $40.0B | 4 |
| Next FY | $23.93 | $22.44–$26.46 | 10.6% | +12.2% | 4↑ 0↓ | $43.2B | 4 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $4.965 | — |
| 7d ago | $4.677 | +0.288 |
| 30d ago | $4.617 | +0.348 |
| 60d ago | $4.617 | +0.348 |
| 90d ago | $4.617 | +0.348 |
Institutional ownership
Which big funds own ARW (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $7.9B total value (36,813,935 shares) as of 2026-Q2. Top holders: Erste, BlackRock,, DIMENSIONAL. Net buying activity: 38 institutions added/increased vs 12 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 5,016,324 | $1.1B | 13.6% | — |
| DIMENSIONAL FUND ADVISORS LP | 3,042,032 | $649.2M | 8.3% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2,994,125 | $639.0M | 8.1% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,320,016 | $495.1M | 6.3% | — |
| AQR CAPITAL MANAGEMENT LLC | 2,182,413 | $463.3M | 5.9% | — |
| Boston Partners | 2,118,215 | $451.8M | 5.8% | — |
| STATE STREET CORP | 1,694,603 | $361.6M | 4.6% | — |
| EARNEST PARTNERS LLC | 1,380,012 | $294.5M | 3.7% | — |
| BANK OF AMERICA CORP /DE/ | 1,269,769 | $271.0M | 3.4% | ADD +25.0% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | ADD | 1,015,730 | 1,269,769 | +25.0% | $271.0M |
| Capital World Investors | NEW | — | 956,543 | — | $204.1M |
| D. E. Shaw & Co., Inc. | ADD | 213,647 | 409,757 | +91.8% | $87.4M |
| FULLER & THALER ASSET MANAGEMENT, INC. | NEW | — | 407,288 | — | $86.9M |
| Quantinno Capital Management LP | ADD | 309,430 | 392,071 | +26.7% | $83.7M |
| AMERICAN CENTURY COMPANIES INC | TRIM | 626,088 | 381,192 | -39.1% | $81.4M |
| JANE STREET GROUP, LLC | DOUBLED | 5,679 | 368,093 | +6381.7% | $78.6M |
| ENVESTNET ASSET MANAGEMENT INC | TRIM | 623,394 | 352,359 | -43.5% | $75.2M |
| Assenagon Asset Management S.A. | DOUBLED | 54,158 | 220,920 | +307.9% | $47.1M |
| UBS Group AG | TRIM | 384,910 | 191,493 | -50.2% | $40.9M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
15 insiders, 50 transactions. Net -$10.8M — $601.4K bought, $11.4M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 16, 2026 | Austen William F. | Interim President and CEO | AWARD | 23,619 | — | — |
| Sep 14, 2026 | Agrawal Rajesh K. | SVP, Chief Financial Officer | TAX W/H | 4,414 | $213.85 | $943.9K |
| Sep 3, 2026 | Jean-Claude Carine Lamercie | SVP, CLCO and Secretary | SELL | 1,000 | $209.85 | $209.8K |
| Aug 14, 2026 | Lowe Carol P | Director | AWARD | 163.56 | — | — |
| Aug 14, 2026 | Gunby Steven Henry | Director | AWARD | 128.51 | — | — |
| Aug 14, 2026 | Kerin Andrew Charles | Director | AWARD | 146.03 | — | — |
| Aug 14, 2026 | Hayford Michael D | Director | AWARD | 128.51 | — | — |
| Jun 2, 2026 | Zech Gretchen | SVP, Chief Gov, Sust, HR Offr | SELL | 14,331 | $228.36 | $3.3M |
| 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 |
Congressional trades
ARW trades disclosed by members of Congress, with disclosure delay.
1 members · 0 buys / 1 sells
| 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) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for ARW.
Shares short
1,658,027
Settlement Sep 15, 2026
Change vs prior
+11.6%
Semi-monthly cycle
Days to cover
2.8
At avg daily volume
Of shares outstanding
≈3.3%
Estimate — not % of float
All ARW filing & press-release reports (3)
- INST-CLUSTER reportAug 20, 2026
- CLUSTER reportMay 22, 2026
- CLUSTER reportMay 22, 2026