Boston Partners 13F: Cuts Arrow Electronics (ARW) Stake by $97M

Boston Partners has trimmed its stake in Arrow Electronics, Inc. (NYSE: ARW) by 413,043 shares, a reduction of about 16%. The firm now holds 2,167,950 shares valued at approximately $499.4 million. This change was disclosed in the latest Form 13F filing with the SEC, reflecting positions as of the reporting period.

What Changed in Boston Partners' Arrow Electronics Position

Boston Partners reduced its holdings in Arrow Electronics from 2,580,993 shares to 2,167,950 shares, a decrease of 413,043 shares or 16%. The reported value of the position is now about $499.4 million. This move indicates a significant reduction in their investment in Arrow Electronics.

Other Institutional Activity in Arrow Electronics

Several other institutional investors have also adjusted their positions in Arrow Electronics. BlackRock, Inc. increased its holdings by 74,537 shares, bringing its total to 4,938,009 shares valued at roughly $708.2 million. ACR Alpine Capital Research added 132,720 shares, ending with 3,578,313 shares worth about $513.2 million. Vanguard Portfolio Management LLC holds 3,198,502 shares valued at approximately $458.7 million after a recent adjustment. Dimensional Fund Advisors LP made a smaller addition of 11,894 shares, totaling 3,007,509 shares with a value of $431.3 million.

Arrow Electronics, Inc. Stock Up 7.2%

Shares of Arrow Electronics, trading under the ticker ARW on the NYSE, are priced near $230.34. The company has a market capitalization of about $11.9 billion and a P/E ratio of 16.6. Over the past 52 weeks, the stock has ranged from a low of $101.79 to a high of $234.46. Its 50-day moving average is $201.51, while the 200-day moving average stands at $144.65.

Recent Earnings

Arrow Electronics reported revenues of $33.5 billion, with a modest growth rate of 0.39%. The company's net margin stands at 2.17%, and it achieved a return on equity of 11.33%. The next earnings report is anticipated on July 30, 2026.

Insider Buying and Selling at Arrow Electronics, Inc.

There has been notable insider activity at Arrow Electronics. On June 2, 2026, Gretchen Zech, the Senior Vice President, sold 20,931 shares at an average price of $228.54. On the same day, she also purchased 14,331 shares at $81.05. Additionally, Carine Lamercie Jean-Claude, another senior vice president, sold 3,000 shares on May 22, 2026, at $216.00.

Analysts Set New Price Targets

On June 4, 2026, Truist Securities maintained a 'buy' rating for Arrow Electronics, setting a price target of $260. B of A Securities upgraded the stock to 'hold' with a target of $233 on May 13, 2026. The consensus recommendation for Arrow Electronics is 'hold', with a mean price target of $219.5 based on four analyst opinions.

About Arrow Electronics

Arrow Electronics, Inc., headquartered in Centennial, Colorado, is a leading provider of technology solutions and services. It operates in the electronics and computer distribution industry, serving a broad range of customers including manufacturers and service providers. The company offers a variety of products, from electronic components to enterprise computing solutions, across the Americas, Europe, the Middle East, Africa, and the Asia Pacific. Founded in 1935, it employs over 22,000 people and is led by CEO William F. Austen.

Bottom Line

Boston Partners' recent reduction in its Arrow Electronics holdings reflects a significant shift in its investment strategy. Investors often track such filings to gauge institutional sentiment, though it's worth noting that 13F filings are historical snapshots. Arrow Electronics remains a key player in the technology sector, with robust analyst interest and a solid market presence.