ARROW ELECTRONICS, INC.
At today's price, ARROW ELECTRONICS, INC. (ARW) is priced for +3.6% growth. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
• Arrow Electronics distributes electronic components and enterprise computing products, a high-volume, low-margin business where operating profit is only about 3% of more than $33 billion in trailing revenue. • The components cycle is turning up: Q1 2026 consolidated sales rose 39% to $9.5 billion and operating margins expanded as the destocking that depressed the prior year unwound [Source: Q1 2026 earnings, May 7 2026]. • Capital is going back to owners: the share count has been shrinking abo
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508 institutional managers reported holding ARW in 13F filings for the quarter ended 2026-03-31. 101 opened new positions that quarter. Held by Vanguard Group, BlackRock, Dimensional Fund Advisors, among others. On the short side, 1.2M shares were sold short as of the 2026-06-15 count, about 2% of shares outstanding (2.2 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
ARW has cut its share count 30.4% over the past five years, spending $2.78B on repurchases. It pays no dividend. Cash returned over the past three years: $714.09M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at ARW over the trailing three years: 2025: 2 buys totaling $1.19M; 2026: 1 buy totaling $601k. 12 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
ARW's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-04 | -10.8% | -4.7% |
| 2023-11-03 | +6.4% | -3.4% |
| 2024-02-14 | +2.1% | +8.7% |
| 2024-05-03 | +0.0% | -6.0% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
ARW's latest 8-K filings: 2026-05-13 (items 5.03, 5.07, 9.01); 2026-05-07 (items 2.02, 9.01); 2026-02-05 (items 2.02, 9.01); 2025-10-30 (items 2.02, 9.01); 2025-09-17 (items 2.02, 5.02, 7.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.