Company Insider: President of $ARW offloads 3,693 shares

The recent insider trading activity of Eric Nowak, the President of $ARW, has drawn attention as he sold 3,693 shares of the company on 02-11-2026 for an estimated $581,019. This transaction, based on a recent SEC filing, represented a sale of approximately 7.3% of his shares, leaving him with 46,982 shares of this class of $ARW stock. Over the last 6 months, insiders at $ARW have engaged in open market trading five times, with all of the instances being sales rather than purchases.

When looking at the breakdown of recent insider trading of $ARW stock, Eric Nowak stands out as having made three sales, totaling 12,699 shares and amounting to an estimated $1,994,886. In addition, Carine Lamercie Jean-Claude, the Senior Vice President of CLCO and Secretary, sold 4,000 shares for $626,600, while Andrew Charles Kerin also divested 1,456 shares for $229,059. For those interested in tracking insider transactions, Quiver Quantitative provides an insider trading dashboard.

Moving on to hedge fund activity, a significant number of institutional investors have taken action with regards to their shares of $ARW stock. In the latest quarter, 207 institutions added shares to their portfolios, while 301 decreased their positions. Notable moves include ACR Alpine Capital Research, LLC, adding 1,028,778 shares, AQR Capital Management LLC, increasing their shares by 871,585, and Brandes Investment Partners, LP, boosting their position by 382,385 shares. Some hedge funds, such as Oppenheimer Asset Management Inc., have reduced their holdings significantly by selling off shares.

In terms of revenue, $ARW reported revenues of $8.7 billion in Q4 2025, showing a 20.1% increase from the same period in the previous year. This financial information can be accessed on Quiver Quantitative’s $ARW stock page. Analyst ratings for $ARW have been sparse, with no buy ratings issued, but one sell rating from Wells Fargo on 10/31/2025. For those interested in tracking analyst ratings and price targets for $ARW, Quiver Quantitative offers an forecast page specifically for $ARW.

Lastly, several analysts have recently put forth price targets for $ARW. With a median target of $131.5, analysts like William Stein from Truist Securities and Joseph Quatrochi from Wells Fargo have set target prices of $148.0 and $115.0, respectively. It’s important to note that the information provided in this article does not constitute financial advice, and readers should refer to Quiver Quantitative’s disclaimers for further guidance.