Arrow Electronics Rallies as Investors Weigh Financing Expansion and Improving Earnings Outlook

Arrow Electronics (ARW) is up 6.9% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to a mix of improving fundamentals and a recently disclosed financing expansion. Arrow has been coming off a strong second quarter, and investors may also be reacting to a fresh boost in earnings expectations alongside a larger and longer-dated receivables facility that can support working capital and potential acquisitions.

Details:

Arrow disclosed on September 4 that it amended its North American asset securitization facility, extending the maturity to 2029 and increasing the limit to $1.75 billion from $1.5 billion.

The amended facility also includes a leverage-ratio step-up feature tied to certain material acquisitions, which may have been viewed as giving the company more financial flexibility.

In its second-quarter 2026 results, Arrow posted revenue of about $10.0 billion, up 32% year over year, with diluted EPS of $5.26 and non-GAAP EPS of $5.45, both above the high end of guidance.

A recent analyst-model upgrade highlighted rising earnings estimates for 2026, which could be helping momentum in the shares even if there is no single same-day catalyst.

Sources:

SEC, Arrow Electronics Investor Relations, Zacks

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$ARW Insider Trading Activity

$ARW insiders have traded $ARW stock on the open market 7 times in the past 6 months. Of those trades, 0 have been purchases and 7 have been sales.

Here’s a breakdown of recent trading of $ARW stock by insiders over the last 6 months:

GRETCHEN ZECH (SVP, Chief Gov, Sust, HR Offr) has made 0 purchases and 4 sales selling 41,531 shares for an estimated $9,166,469.
CARINE LAMERCIE JEAN-CLAUDE (SVP, CLCO and Secretary) has made 0 purchases and 2 sales selling 4,000 shares for an estimated $857,850.
ERIC NOWAK (President, Global ECS) sold 3,473 shares for an estimated $732,750

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

EARLY ACCESS

Receive ARW Data Alerts

Real-time alerts on filings, insider trades, and market signals — before everyone else.

Get Alerts →

$ARW Hedge Fund Activity

We have seen 353 institutional investors add shares of $ARW stock to their portfolio, and 270 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

ACR ALPINE CAPITAL RESEARCH, LLC removed 2,120,432 shares (-59.3%) from their portfolio in Q2 2026, for an estimated $452,521,393
FIDUCIARY MANAGEMENT INC /WI/ removed 1,048,441 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $223,747,793
CAPITAL WORLD INVESTORS added 956,543 shares (+inf%) to their portfolio in Q2 2026, for an estimated $204,135,841
SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 520,078 shares (+inf%) to their portfolio in Q2 2026, for an estimated $110,989,845
AQR CAPITAL MANAGEMENT LLC added 465,192 shares (+27.1%) to their portfolio in Q2 2026, for an estimated $99,276,624
FULLER & THALER ASSET MANAGEMENT, INC. added 407,288 shares (+inf%) to their portfolio in Q2 2026, for an estimated $86,919,332
LIND VALUE II APS removed 383,270 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $54,964,750

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$ARW Government Contracts

We have seen $94,284,709 of award payments to $ARW over the last year.

Here are some of the awards which we have have seen pay out the most over the last year:

BIGFIX SOFTWARE AND SUPPORT: $5,246,355
ARUBA SOFTWARE SUPPORT: $4,695,000
ESTABLISH DELIVERY ORDER WITH BASE PERIOD + TWO OPTION PERIODS FOR TANIUM CORE, COMPLY, ASSET, DEPLOY, CORE...: $4,497,650
COLLECTION EXPERT SERVICES SUPPORT: $4,312,183

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.

$ARW Price Targets

Multiple analysts have issued price targets for $ARW recently. We have seen 3 analysts offer price targets for $ARW in the last 6 months, with a median target of $233.0.

Here are some recent targets:

William Stein from Truist Securities set a target price of $260.0 on 06/04/2026
Ruplu Bhattacharya from B of A Securities set a target price of $233.0 on 05/13/2026
Joseph Quatrochi from Wells Fargo set a target price of $165.0 on 05/08/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.