Arrow Electronics, Inc. (ARW) Stock Price & Analysis
Arrow Electronics, Inc. (ARW) closed at USD 209.4 on Thursday, October 22, 2026, down 4.44% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 219.12; the Oct 22, 2026 session ranged USD 200.77–214.07 on volume of 439,747 shares. Market capitalization is $10.66B, with a 52-week range of USD 101.79–249.43 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 09:24 UTC.
Also available as compact Markdown for AI agents: nexqual.com/ARW.md
Key facts (ARW)
- Last four reported quarters (through Jul 4, 2026): revenue $35.9B, net income $812M (2.3% margin), free cash flow $825M (SEC filings).
- Valuation: P/E 13.1x (avg 11.1x at the last 3 fiscal year-ends), EV/EBITDA 9.3x, net debt $1.93B.
- 4 of 80 tracked superinvestors hold ARW (13F, Q2 2026): 1 new, 1 added, 2 reduced, 0 unchanged.
- Insider open-market sales, last ~7 months: 6 Form 4 filings, $10.8M; 6 not under a Rule 10b5-1 plan ($10.8M); 2 by opportunistic insiders (2 outside 10b5-1 plans), 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Analysts: Hold (mean 2.50 on a 1–5 scale) (4 analysts), mean target USD 235 (range 200–250).
- Total return with dividends: 1Y +72.9% vs S&P 500 +14.9%; 5Y +74.3% vs S&P 500 +80.3%.
- Next earnings: 2026-11-05, EPS estimate USD 4.97, revenue estimate $10.0B.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (ARW)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $34.5B | $37.1B | $33.1B | $27.9B | $30.9B | $35.9B |
| Gross profit | $4.20B | $4.84B | $4.15B | $3.29B | $3.47B | — |
| Operating income | $1.56B | $2.07B | $1.47B | $769M | $822M | $1.21B |
| Net income | $1.11B | $1.43B | $904M | $392M | $571M | $812M |
| EPS (diluted) | $15.10 | $21.80 | $15.84 | $7.29 | $10.93 | — |
| Free cash flow | $336M | -$112M | $622M | $1.04B | -$37.2M | $825M |
| Gross margin | 12.2% | 13.0% | 12.5% | 11.8% | 11.2% | — |
| Operating margin | 4.5% | 5.6% | 4.4% | 2.8% | 2.7% | 3.4% |
| Net margin | 3.2% | 3.8% | 2.7% | 1.4% | 1.9% | 2.3% |
| Revenue growth | +20.2% | +7.7% | -10.8% | -15.7% | +10.5% | — |
| Cash + short-term investments | $222M | $177M | $218M | $189M | $306M | — |
| Total debt | $2.63B | $3.77B | $3.81B | $3.12B | $3.09B | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jul 4, 2026) (ARW)
P/E 13.1x · P/S 0.3x · EV/EBITDA 9.3x · EV/Sales 0.3x · P/FCF 12.9x · P/B 1.5x · FCF yield 7.74% · Earnings yield 7.61% · Buyback yield (TTM) 1.19% · Net debt $1.93B · EV $12.6B
P/E at fiscal year-ends: Dec 2025 10.1x, Dec 2024 15.5x, Dec 2023 7.7x.
Superinvestors (SEC 13F-HR, Q2 2026) (ARW)
4 of 80 tracked investors hold ARW. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Greenhaven Associates | 4.35% | $376M | Reduced -7.0% | |
| Tweedy Browne | 0.21% | $2.7M | Added +10.0% | |
| Richard Pzena | Pzena Investment Management | 0.08% | $26.7M | Reduced -40.7% |
| Lee Ainslie | Maverick Capital | <0.01% | $540K | New position |
Insider sales (SEC Form 4, open-market, last ~7 months) (ARW)
0 of 6 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-09-03 | Jean-Claude Carine Lamercie | SVP, CLCO and Secretary | 1,000 | $210K | 7.9% | No | Opportunistic (traded every year 2023–2025, no repeating month) |
| 2026-06-02 | Zech Gretchen | SVP, Chief Gov, Sust, HR Offr | 20,931 | $4.8M | 49.1% | No | Too little history (no open-market trades in 2024) |
| 2026-05-29 | Zech Gretchen | SVP, Chief Gov, Sust, HR Offr | 4,600 | $990K | 14% | No | Too little history (no open-market trades in 2024) |
| 2026-05-22 | Jean-Claude Carine Lamercie | SVP, CLCO and Secretary | 3,000 | $648K | 19.2% | No | Opportunistic (traded every year 2023–2025, no repeating month) |
| 2026-05-21 | Zech Gretchen | SVP, Chief Gov, Sust, HR Offr | 16,000 | $3.4M | 32.7% | No | Too little history (no open-market trades in 2024) |
| 2026-05-20 | Nowak Eric | President, Global ECS | 3,473 | $733K | 6.6% | No | Too little history (no open-market trades in 2023 or 2024) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Analysts (ARW)
Consensus Hold (mean 2.50 on a 1–5 scale), 4 analysts; mean target USD 235 (low 200, high 250).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-08-07 | Wells Fargo | Target raised | Underweight | $175 → $200 |
| 2026-08-07 | Truist Securities | Target lowered | Buy | $260 → $250 |
| 2026-07-20 | Wells Fargo | Target raised | Underweight | $165 → $175 |
Total return (dividends reinvested) (ARW)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | +72.9% | +74.3% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +73.2% | +11.7% |
| Volatility (annualized) | 37.4% | 30.2% |
| Max drawdown | -17.4% (Jun 2026→Jul 2026) | -35.8% (Jul 2023→Mar 2025) |
Companies that name ARW in their SEC reports
| Relationship to ARW | Company | Filing | Sentence |
|---|---|---|---|
| partner | VICOR CORP (VICR) | 10-K Mar 2, 2026 | “We reach and serve customers through several sales channels: a direct sales force; independent, authorized non-stocking distributors in Europe and Asia; and four authorized stocking distributors world-wide: Arrow Electronics, Inc., Digi-Key Corporation, Avnet Electronics, and Mouser Electronics, Inc. All sales channels are supported by regional TSCs, each offering application engineering and sales support for our …” |
| supplier | LITTELFUSE INC /DE (LFUS) | 10-K Feb 19, 2026 | “Sales to Arrow Electronics, Inc., which were reported in our Electronics, Transportation, and Industrial segments, were 9.5%, 9.4%, and 11.2% of consolidated net sales in 2025, 2024, and 2023, respectively.” |
ARW analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $4.96 | $4.62 | +7.5% | $10.01B | 4 |
| Next quarter (ends Dec 2026) | $6.00 | $5.51 | +8.7% | $10.57B | 4 |
| Current fiscal year (ends Dec 2026) | $21.64 | $19.80 | +9.3% | $40.05B | 4 |
| Next fiscal year (ends Dec 2027) | $23.93 | $21.30 | +12.3% | $43.17B | 4 |
ARW options: expected move
Options price a move of about ±11.9% (±$24.85) by Nov 20, 2026, which includes earnings on Nov 5, 2026.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Nov 20, 2026 | 28 | 52.7% | ±11.9% |
| Dec 18, 2026 | 56 | 46.8% | ±14.7% |
| Mar 19, 2027 | 147 | 43.9% | ±22.2% |
| Jun 17, 2027 | 237 | 43.8% | ±28.0% |
30-day implied volatility 51.2% vs 42.2% realized over the last 30 trading days. Put/call ratio (volume) 0.07. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 23, 2026 at 09:24 UTC)
| Price | USD 209.4 |
|---|---|
| Change | ▼ 4.44% (down) |
| Previous Close | USD 219.12 |
| Open | USD 214.26 |
| Day Range | USD 200.77 – 214.07 |
| 52-Week Range | USD 101.79 – 249.43 |
| Volume | 439,747 shares |
| Market Cap | $10.66B |
| Exchange | NYQ |
Technical Analysis (ARW)
Nexqual's technical model rates ARW "SELL" based on 1 bullish and 5 bearish signals across 127 daily candles, as of October 23, 2026 at 09:24 UTC.
| Overall Signal | SELL |
|---|---|
| RSI (14) | 38.9 (neutral) |
| vs SMA50 | Below (USD 218.58) |
| MACD | -1.74 (negative) |
Analyst Ratings (ARW)
Wall Street analysts rate ARW "Hold" based on 4 analysts, with a mean price target of USD 235 (range USD 200–250), per Nexqual as of October 23, 2026 at 09:24 UTC.
| Consensus Rating | Hold |
|---|---|
| Analyst Count | 4 |
| Mean Target | USD 235 |
| High Target | USD 250 |
| Low Target | USD 200 |
| Buy / Hold / Sell | 2 / 1 / 1 |
Earnings (ARW)
| Next Earnings Date | 2026-11-05 |
|---|---|
| EPS Estimate | USD 4.97 |
| Revenue Estimate | $10.01B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 5.45 vs est 4.46 ▲ beat |
| 2026-03-31 | USD 5.22 vs est 2.85 ▲ beat |
| 2025-12-31 | USD 4.39 vs est 3.57 ▲ beat |
| 2025-09-30 | USD 2.41 vs est 2.29 ▲ beat |
Source: Nexqual, October 23, 2026 at 09:24 UTC.
Financials & Fundamentals (ARW)
| Total Revenue | $35.92B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +31.80% |
| Gross Margin | +11.27% |
| Operating Margin | +3.95% |
| Profit Margin | +2.26% |
| ROE | +12.04% |
| Debt / Equity | 0.31 |
| Current Ratio | 1.22 |
| Total Cash | $244.63M |
| Total Debt | $2.17B |
| Free Cash Flow (last four quarters to Jul 2026, SEC 10-Q / 10-K) | $825.46M (2.3% of revenue) |
Source: Nexqual, October 23, 2026 at 09:24 UTC.
Financial Health Score (ARW)
Nexqual rates Arrow Electronics, Inc.'s overall financial health "Mixed" across five dimensions, as of October 23, 2026 at 09:24 UTC.
| Growth | Solid — Revenue +10% YoY (annual) |
|---|---|
| Profitability | Weak — Gross margin 11%, operating 4% (last 12 months) |
| Balance Sheet | Solid — $245M cash and investments vs $2.17B debt (Jul 2026, SEC) |
| Cash Flow | Mixed — FCF $825M (last 4 quarters to Jul 2026, SEC), slim 2.3% margin |
| Efficiency | Mixed — ROE 12%, ROA 2.7% |
Ownership (ARW)
| Insider Ownership | +0.53% |
|---|---|
| Institutional Ownership | +105.91% |
| Shares Outstanding | 50.91M |
| Float | 50.53M |
| Short % of Float | +3.77% |
Source: Nexqual, October 23, 2026 at 09:24 UTC.
Leadership (ARW)
Arrow Electronics, Inc. is led by William F. Austen, Interim CEO & Director, per Nexqual as of October 23, 2026 at 09:24 UTC.
| Interim CEO & Director | William F. Austen |
|---|---|
| Senior VP & CFO | Rajesh K. Agrawal |
| President of Global Components | Richard J. Marano |
| President of Global Enterprise Computing Solutions | Eric C. Nowak |
| President & COO | Deidra Cheeks Merriwether |
Major Backers & Investors (ARW)
Notable institutional backers of Arrow Electronics, Inc. include AQR Capital Management, LLC, Boston Partners, LSV Asset Management, according to Nexqual as of October 23, 2026 at 09:24 UTC.
Active Investors
| Investor | Stake |
|---|---|
| AQR Capital Management, LLC | 4.29% |
| Boston Partners | 4.16% |
| LSV Asset Management | 3.71% |
| Greenhaven Associates, Inc. | 3.47% |
| Acr Alpine Capital Research, Llc | 2.86% |
| SmallCap World Fund Inc | 1.83% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| Vanguard Group | 10.44% |
| BlackRock | 9.85% |
| Dimensional Fund Advisors | 5.98% |
| State Street | 3.33% |
Source: Nexqual, October 23, 2026 at 09:24 UTC.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| AVT | Avnet, Inc. | USD 88.64 | ▼ 4.82% |
| SNX | TD SYNNEX Corporation | USD 247.08 | ▼ 1.62% |
| NSIT | Insight Enterprises, Inc. | USD 171.27 | ▲ 0.05% |
| CNXN | PC Connection, Inc. | USD 88.51 | ▲ 0.89% |
| SCSC | ScanSource, Inc. | USD 59.96 | ▼ 1.79% |
| CLMB | Climb Global Solutions, Inc. | USD 31.95 | ▲ 1.98% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:24 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt