ARROW ELECTRONICS, INC.
In the published model solve dated 2026-Q2, anchored at $215.97, ARROW ELECTRONICS, INC. (ARW) is priced for -4.1% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 25, 2026 from SEC EDGAR filings.
• Arrow is a distributor, so it takes a thin slice of an enormous number: the operating margin runs about 2.8% on roughly $33.5 billion of revenue, which makes a small move in either direction very large in dollars. • Global components is the bigger half at about 70% of revenue, and the 10-K expects that ⟦demand for components will continue to gradually increase aided by the market focus on AI technology⟧. • The share count has shrunk about 6.9% a year over the last four years, carried alongside
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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: 2026-09-04 (items 1.01, 2.03, 9.01); 2026-08-06 (items 2.02, 5.02, 7.01, 9.01); 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).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 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.