Why Arrow Electronics (ARW) Stock Is Down Today

Arrow Electronics (ARW) is down 9.4% today. Here is some analysis on what might have caused this price movement.

Analysis: Arrow posted a strong second quarter on the surface, with revenue and earnings above market expectations, so the sell-off appears tied less to the headline numbers and more to investor expectations for what comes next. This could be because traders wanted a bigger step-up in third-quarter guidance, especially after the stock’s big run earlier in 2026 and management comments that some margin pressure remains in parts of the business.

Details:

Arrow’s second-quarter results topped consensus estimates, with EPS of $5.45 and revenue of $9.99 billion versus analyst expectations near $4.17 and $9.31 billion.

Management guided third-quarter revenue to $9.6 billion to $10.2 billion and non-GAAP EPS to $4.83 to $5.03, which points to a sequential earnings slowdown from the just-reported quarter.

Company materials highlighted solid demand in Global Components, helped by areas such as AI, aerospace, and industrial markets, but Enterprise Computing Solutions still faced partner restructuring charges that weighed on margins.

Arrow also pointed to margin expansion and lower debt, suggesting the business remains fundamentally healthy even as the market reacted negatively to the forward outlook.

Sources:

Arrow Electronics, SEC, Investing.com

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 14 times in the past 6 months. Of those trades, 0 have been purchases and 14 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.
ERIC NOWAK (President, Global ECS) has made 0 purchases and 4 sales selling 16,172 shares for an estimated $2,727,637.
CARINE LAMERCIE JEAN-CLAUDE (SVP, CLCO and Secretary) has made 0 purchases and 4 sales selling 11,078 shares for an estimated $1,927,080.
RICHARD JOHN MARANO (President, Global Components) sold 2,500 shares for an estimated $388,300
ANDREW CHARLES KERIN sold 1,456 shares for an estimated $229,059

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.

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$ARW Hedge Fund Activity

We have seen 285 institutional investors add shares of $ARW stock to their portfolio, and 232 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
WOODLINE PARTNERS LP added 883,296 shares (+446.6%) to their portfolio in Q1 2026, for an estimated $126,673,479
FIDUCIARY MANAGEMENT INC /WI/ removed 555,939 shares (-34.7%) from their portfolio in Q1 2026, for an estimated $79,727,211
LIND VALUE II APS removed 383,270 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $54,964,750
WEDGE CAPITAL MANAGEMENT L L P/NC added 338,823 shares (+inf%) to their portfolio in Q2 2026, for an estimated $72,308,216
OPPENHEIMER ASSET MANAGEMENT INC. removed 336,983 shares (-64.9%) from their portfolio in Q2 2026, for an estimated $71,915,542
AQR CAPITAL MANAGEMENT LLC removed 280,770 shares (-14.1%) from their portfolio in Q1 2026, for an estimated $40,265,225

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 $110,310,643 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:

DELIVERY ORDER FOR KRONOS SOFTWARE, HARDWARE, AND MAINTENANCE: $6,177,892
BIGFIX SOFTWARE AND SUPPORT: $5,246,355
EXPERT SERVICES SUPPORT: $4,972,165
GOVTA LICENSES AND MAINTENANCE - DEPARTMENT OF HOMELAND SECURITY (DHS): $4,809,857

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.