ARW Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas

03
Precio $209.76
Capitalización Bursátil $10.72B
P/E (TTM) 13.4
BPA (TTM) $15.64
Ingresos (TTM) $35.92B
ROE 9.2%
Deuda/Capital 0.5
Rango 52S $102–$249

ARW Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista

04
rango
barras

La granularidad de las barras se adapta al período seleccionado; pase el ratón sobre el gráfico para ver la apertura/máximo/mínimo/cierre de una barra.

Divisiones de acciones 2
Fecha ex-dividendo División Tipo
16 de octubre de 1997 2-for-1 Adelante
12 de enero de 1981 2-for-1 Adelante

Acerca de Arrow Electronics, Inc. Common Stock Descripción general de la empresa de Wikipedia

05 · wikidata

Arrow Electronics, Inc., is an American company headquartered in Centennial, Colorado. A global provider of electronic components and enterprise computing products, the company specializes in distribution and value-added services for original equipment manufacturers, value-added resellers, managed service providers, contract manufacturers and other commercial customers. As of June 2026, the company is ranked at number 148 in the Fortune 500 list of the largest United States corporations by total revenue. The company has also been recognized for 26 years overall on Fortune's "World's Most Admired Companies" list.

History

Arrow Electronics was founded in 1935 when a retail store named Arrow Radio opened on Cortlandt Street in the heart of lower Manhattan's "Radio Row", the birthplace of electronics distribution. Arrow Radio, established by Maurice ("Murray") Goldberg, sold used radios and radio parts to retail customers. Other industry pioneers with businesses nearby were Charles Avnet and Seymour Schweber.

By the 1940s, Arrow was selling new radios—manufactured by RCA, GE, and Philco—and other home entertainment products, as well as surplus radio parts that were retailed over-the-counter in a parts department at the back of the store. Soon the firm started seeking franchises to sell new parts; the first manufacturers to franchise Arrow were RCA and Cornell Dubilier. The business was incorporated as Arrow Electronics, Inc., in 1946.

In the early 1950s, with additional franchises and a small field sales organization, Arrow began selling electronic parts to industrial customers. A second storefront/sales office was opened in Mineola, Long Island, in 1956. By 1961, when the company completed its initial public offering and listed its shares on the American Stock Exchange, total sales amounted to $4 million, over half of which came from the industrial sales division, with the remainder from the traditional retail business. During the 1960s, Arrow moved its headquarters to Farmingdale, New York (Long Island), and opened additional branches in Norwalk, Connecticut, and Totowa, New Jersey. The company relocated its headquarters office to Centennial, Colorado, in 2011.

In 1968, Glenn, Green & Waddell, a partnership formed by three recent graduates of the Harvard Business School, B. Duke Glenn, Jr., Roger E. Green, and John C. Waddell, led a private investor group that acquired the controlling interest in Arrow. The investors saw an opportunity to consolidate the fragmented electronics industry. Duke Glenn served as chairman.

1970s

During the 1970s decade, by winning key semiconductor franchises (led by Texas Instruments in 1970) and opening sales offices in over 20 U.S. cities, Arrow grew its electronics distribution business at an average annual rate of 34 percent. By the end of the decade, the company's electronics distribution sales had climbed to $177 million, making Arrow the country's second largest electronics distributor.

The company took on high levels of debt through frequent public bond offerings, to fund its growth strategy. Additional growth capital was provided through the 1969 acquisition of Schuylkill Metals Corporation, a lead recycling company. (This business, having served its purpose, was sold in 1987 amidst problems associated with being designated an EPA Superfund site contaminated with lead and chromium.)

In the 1970s, Arrow discontinued its retail operations and inaugurated the electronics distribution's first integrated online, real-time computer system to provide up-to-the-minute inventory positions and facilitate remote order entry. In 1979, Arrow was listed on the New York Stock Exchange. That same year, it acquired Cramer Electronics (historically the U.S.'s second-largest distributor), the company's first major industry acquisition, which provided access to many markets in the western United States.

1980s to present

On December 4, 1980, the Stouffer's Inn Fire killed 13 members of Arrow's senior management, including Glenn and Green. Waddell assumed leadership and, in 1982, recruited Stephen P. Kaufman, formerly a partner of McKinsey & Company, to join Arrow as president of the company's electronics distribution division. Kaufman succeeded Waddell as CEO in 1986 and as chairman in 1994.

In 1988, Arrow adopted a growth strategy by acquiring Kierulff Electronics. According to Forbes, the company closed down all four Kierulff Electronics warehouses and within a year it experienced "miraculous" growth that went from a bottom line of $16 million loss in 1987 to operating profits of $10 million.

During his nearly two decades with Arrow, Kaufman led the company's consolidation of the U.S. electronics distribution industry as well as the company's expansion into Europe and the Asia Pacific region. Under Kaufman's leadership, Arrow completed over 50 acquisitions of electronics distributors, including such prominent names as Ducommun (Kierulff), Lex (Schweber), Zeus, Anthem, Bell, and Wyle (all in the U.S.), Spoerle (Germany), Silverstar (Italy), and CAL (Hong Kong and China). Kaufman also led the company into the national distribution of commercial computer products, initially through its acquisition of Gates/FA Distributing. Arrow entered the 21st century with global electronic component sales of $9 billion and $3 billion of sales in its computer products business. In 1998, Arrow Electronics established a 50/50 joint venture with Marubun Corporation of Japan called Marubun/Arrow in order to augment and support each other's operations in Asia and North America.

Kaufman stepped down as CEO in 2000, retired as chairman in 2002, and was succeeded by Daniel W. Duval, a 15-year Arrow board veteran. In 2003, William E. Mitchell, former president of the global services division of Solectron Corporation, joined Arrow as chief executive officer and, in 2006, became chairman. During Mitchell's six years at Arrow, sales climbed to $17 billion as the company increased shareholder returns, improved operating efficiencies, and completed 17 acquisitions.

In 2009, Michael J. Long succeeded Mitchell as CEO, and in 2010 took over as chairman. A long-time Arrow executive, Long joined the company in 1991 through the merger with Schweber Electronics and served in various senior management positions before becoming CEO. During Long's tenure, Arrow completed over 40 strategic acquisitions that further expanded its global components and computer systems businesses. In 2015, Arrow acquired United Technical Publishing from Hearst, adding properties such as Electronic Products and Schematics.com. In June 2016, UBM reached agreement to divest its electronics media portfolio to an affiliate of Arrow Electronics Inc. for a cash consideration of $23.5 million. The portfolio comprises the U.S. and Asian versions of EE Times, EDN, ESM, Embedded, EBN, TechOnline and Datasheets.com.

In June 2022, Sean J. Kerins succeeded Long as president and CEO. Having joined Arrow in 2007 as vice president of North America storage and networking, Kerins went on to serve as president of the company’s North America enterprise computing solutions business before being named global president of the business in 2014 and then chief operating officer in 2020. Kerins separated from the company in September 2025.

Arrow is ranked at number 148 on the Fortune 500 list of the largest United States corporations by total revenue. The company has also been recognized for 26 years overall on Fortune's “World’s Most Admired Companies” list.

Recent acquisitions

Sponsorship

Since 2012, Arrow has been sponsoring FIRST Robotics Competition, an international high school robotics competition.

In 2019, after being a minor sponsor of the team, Arrow became the title sponsor of Schmidt Peterson Motorsport (SPM) IndyCar team to become Arrow Schmidt Peterson Motorsport. In the same year, Arrow signed a sponsorship deal with McLaren Racing. McLaren would later announce that they will be entering the IndyCar Series with SPM as a joint entry for the 2020 season as Arrow McLaren SP. Arrow and McLaren signed a sponsorship extension in 2021 that saw Arrow continue as a sponsor for the McLaren F1 Team and as title sponsor for the IndyCar team, which was rebranded as Arrow McLaren IndyCar Team with the 2023 season. The title sponsorship deal will end after the 2028 season.

Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗

Wikidata ↗

sectorIndustrials industriaElectrical Equipment empleados22 230 paísUS

Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA

06
Ingresos$30.85B
2016-12-31 → 2025-12-31
BPA$10.93
2016-12-31 → 2025-12-31
Flujo de caja libre$-37M
2016-12-31 → 2025-12-31
Margen neto2.3%
2016-12-31 → 2025-12-31
Valoración y ratios 07–12

Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?

Métrica Tendencia a 5 años ARW promedio 5A Mediana de Pares Veredicto
P/E (TTM) 13.4promedio 5A ≈9.4 ≈9.4 16.2 Infravalorado
P/S 0.3promedio 5A ≈0.2 ≈0.2 0.4 Infravalorado
P/B (P/C) 1.6promedio 5A ≈1.2 ≈1.2 1.8 Infravalorado
EV / EBITDA 14.1promedio 5A ≈6.7 ≈6.7 8.7 Sobrevalorado
Price / FCF (Precio / FCF) -288.0promedio 5A ≈-32.6 ≈-32.6 · ·
Price / Cash Flow (Precio / Flujo de Caja) 167.3promedio 5A ≈-12.6 ≈-12.6 12.2 Sobrevalorado
EV / Revenue (EV / Ingresos) 0.4promedio 5A ≈0.3 ≈0.3 · ·
EV / FCF -362.7promedio 5A ≈-50.6 ≈-50.6 · ·
Price / Tangible Book (Precio / Valor Contable Tangible) 2.4promedio 5A ≈1.9 ≈1.9 · ·
PEG Ratio (Ratio PEG) ≈1.7 · · ·

La mediana de empresas comparables se calcula sobre una base estandarizada por métrica y puede no coincidir siempre con la base TTM/MRQ que se muestra para esta acción.

valor · ≈ promedio 5A · mediana sectorial · veredicto relativo a la mediana

Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años

13
Pago anualizado≈$0.10Pago trimestral
Fecha ex-dividendoMontoMonedaRendimiento
Sep 18, 1986$0,03USD≈3.0%
Jun 19, 1986$0,03USD≈2.1%
Mar 20, 1986$0,03USD≈1.2%
Dic 19, 1985$0,03USD≈1.4%
Sep 19, 1985$0,03USD≈1.5%
Jun 20, 1985$0,03USD≈1.6%
Mar 21, 1985$0,03USD≈0.94%
Dic 19, 1984$0,03USD≈0.65%
Sep 20, 1984$0,03USD≈0.25%

Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados

14
Sorpresa Media 28.0%
Próximo informe Oct 28, 2026
PeríodoInformeEPS ActualEPS est.Sorpresa
30 de junio de 2026 Jul 29, 2026 $5.45 $4.50 21.0%
31 de marzo de 2026 $5.22 $2.88 81.2%
31 de diciembre de 2025 $4.39 $3.60 21.9%
30 de septiembre de 2025 $2.41 $2.33 3.5%
30 de junio de 2025 $2.43 $2.09 16.0%
31 de marzo de 2025 $1.80 $1.45 24.3%

Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja

15
Estado de resultados 14
Métrica Tendencia 202520242023202220212020201920182017201620152014
Revenue $30.85B$27.92B$33.11B$37.12B$34.48B$28.67B$28.92B$29.68B$26.55B$23.49B$23.28B$22.77B
Cost of Revenue $27.39B$24.63B$28.96B$32.29B$30.27B$25.48B$25.62B$25.98B$23.20B$20.34B$20.25B$19.77B
Gross Profit $3.47B$3.29B$4.15B$4.84B$4.20B$3.19B$3.30B$3.70B$3.36B$3.14B$3.04B·
SG&A Expense $2.39B$2.22B$2.41B$2.57B$2.44B$2.09B$2.19B$2.30B$2.16B$2.05B$1.99B$1.96B
Operating Expenses $2.64B$2.52B$2.68B$2.77B$2.65B$2.30B$3.19B$2.55B$2.41B$2.27B$2.21B$22.01B
Operating Income $822M$769M$1.47B$2.07B$1.56B$895M$108M$1.15B$946M$877M$824M$762M
Pretax Income $718M$489M$1.16B$1.88B$1.44B·······
Income Tax $148M$96M$255M$449M$326M$173M$88M$188M$287M$191M$192M$185M
Net Income $571M$392M$904M$1.43B$1.11B$584M$-204M$716M$402M$523M$498M$498M
EPS (Basic) $11.03$7.36$16.03$22.01$15.29$7.49$-2.44$8.19$4.54$5.75$5.26$5.05
EPS (Diluted) $10.93$7.29$15.84$21.80$15.10$7.43$-2.44$8.10$4.48$5.68$5.20$4.98
Shares (Basic) 51,804,00053,282,00056,359,00064,838,00072,472,00077,992,00083,568,00087,476,00088,681,00090,960,00094,608,00098,675,000
Shares (Diluted) 52,255,00053,797,00057,035,00065,453,00073,385,00078,635,00083,568,00088,444,00089,766,00092,033,00095,686,00099,947,000
EBITDA $960M$932M$1.65B$2.26B$1.75B$1.08B$297M$1.33B$1.08B$1.02B$980M$918M
Balance general 25
Métrica Tendencia 202520242023202220212020201920182017201620152014
Cash & Equivalents $306M$189M$218M$177M$222M$374M$300M$509M$730M$534M$273M$400M
Receivables $19.74B$13.03B$12.24B$12.32B$11.12B$9.21B$8.48B$8.95B$8.13B$6.75B$6.16B$6.04B
Inventory $5.08B$4.71B$5.19B$5.32B$4.20B$3.29B$3.48B$3.88B$3.30B$2.86B$2.47B$2.34B
Other Current Assets $533M$472M$684M$521M$345M$287M$266M$275M$256M$180M$285M$253M
Current Assets $25.66B$18.40B$18.33B$18.34B$15.89B$13.15B$12.53B$13.61B$12.41B$10.32B$9.19B$9.03B
PP&E (Net) $475M$469M$531M$596M$683M$800M$803M$825M$838M$756M$700M$636M
PP&E (Gross) $1.92B$1.82B$1.83B$1.77B$1.72B$1.77B$1.66B$1.59B$1.50B$1.50B$1.44B$1.31B
Accum. Depreciation $1.45B$1.35B$1.30B$1.18B$1.03B$969M$860M$768M$666M$740M$735M$678M
Goodwill $2.12B$2.06B$2.05B$2.03B$2.08B$2.12B$2.06B$2.62B$2.47B$2.39B$2.37B$2.07B
Intangibles $77M$97M$127M$159M$195M$234M$272M$373M$286M$337M$389M$336M
Other Non-current Assets $687M$678M$627M$575M$620M$676M$651M$270M$362M$316M$304M$292M
Total Assets $29.08B$21.76B$21.73B$21.76B$19.54B$17.05B$16.40B$17.78B$16.46B$14.21B$13.02B$12.44B
Accounts Payable $17.38B$11.05B$10.07B$10.46B$9.62B$7.94B$7.05B$7.63B$6.76B$5.77B$5.19B$5.03B
Accrued Liabilities $1.46B$1.24B$1.46B$1.34B$1.33B$1.03B$881M$912M$842M$821M$819M$797M
Current Liabilities $18.85B$12.64B$13.19B$12.39B$11.33B$9.13B$8.26B$8.79B$7.96B$6.69B$6.06B$5.84B
Capital Leases $187M$198M$210M$227M$222M$261M$252M·····
Other Non-current Liabilities $489M$516M$507M$579M$624M$676M$636M$379M$573M$355M$390M$370M
Total Debt $3.08B$2.77B$2.15B$3.18B$2.24B$2.10B$2.64B$3.24B$2.93B$2.70B$2.38B$2.08B
Common Stock $56M$56M$58M$125M$125M$125M$125M$125M$125M$125M$125M$125M
Retained Earnings $6.55B$5.98B$5.79B$9.21B$7.79B$6.68B$6.13B$6.34B$5.60B$5.20B$4.67B$4.18B
Treasury Stock $484M$328M$298M$4.64B$3.63B$2.78B$2.33B$1.97B$1.76B$1.64B$1.48B$1.17B
AOCI $-127M$-509M$-298M$-365M$-192M$-105M$-262M$-299M$-125M$-384M$-285M$-65M
Stockholders' Equity $6.58B$5.76B$5.81B$5.55B$5.28B$5.09B$4.81B$5.32B$4.95B$4.41B$4.14B$4.15B
Liabilities + Equity $29.08B$21.76B$21.73B$21.76B$19.54B$17.05B$16.40B$17.78B$16.46B$14.21B$13.02B$12.44B
Shares Outstanding 51,070,00052,172,00053,811,00059,249,00068,066,00074,843,00080,620,00085,191,00087,691,00088,913,00090,923,00095,895,000
Flujo de Efectivo 15
Métrica Tendencia 202520242023202220212020201920182017201620152014
D&A $138M$163M$181M$187M$195M$189M$190M$186M$154M$159M$156M$156M
Stock-based Comp $28M$35M$42M$43M$36M$35M$41M$46M$39M$40M$47M$42M
Deferred Tax $-36M$-100M$-94M$-13M$25M$30M$-50M$1M$38M$29M$6M$-26M
Amort. of Intangibles $20M$30M$31M$35M$37M$38M$48M$49M$50M$55M$51M$44M
Restructuring ··$9M$7M$17M$21M$90M$60M$75M$61M$69M$40M
Other Non-cash $-637M$641M$-327M$-1.68B$-945M$521M$882M$-677M$-509M$-394M$-52M$3M
Operating Cash Flow $64M$1.13B$705M$-33M$419M$1.36B$858M$273M$125M$360M$660M$673M
CapEx $101M$93M$83M$79M$83M$124M$143M$135M$204M$165M$155M$123M
Investing Cash Flow $24M$-94M$-72M$-58M$-60M$-139M$-174M$-463M$-189M$-241M$-664M$-245M
Stock Repurchased $162M$265M$770M$1.05B$912M$484M$404M$243M$174M$216M$356M$305M
Net Stock Activity $-162M$-265M$-770M$-1.05B$-912M$-484M$-404M$-243M$-174M$-216M$-356M$-305M
Financing Cash Flow $-206M$-957M$-666M$110M$-463M$-1.23B$-906M$-37M$257M$162M$-89M$-435M
Net Change in Cash $118M$-29M$41M$-45M$-151M$74M$-209M$-221M$196M$261M$-127M$10M
Taxes Paid $195M$230M$538M$384M$221M$160M$189M$226M$231M$190M$183M$224M
Free Cash Flow $-37M$1.04B$622M$-112M$336M$1.24B$715M$137M$-79M$191M$500M$551M
Rentabilidad 8
Métrica Tendencia 202520242023202220212020201920182017201620152014
Gross Margin 11.2%11.8%12.5%13.0%12.2%11.1%11.4%12.5%12.5%···
Operating Margin 2.7%2.8%4.4%5.6%4.5%3.1%0.37%3.9%3.5%3.6%3.5%3.4%
Net Margin 1.8%1.4%2.7%3.8%3.2%2.0%-0.71%2.4%1.5%2.2%2.1%2.2%
Pretax Margin 2.3%1.8%3.5%·········
EBITDA Margin 3.1%3.3%5.0%6.1%5.1%3.8%1.0%4.5%4.0%4.3%4.2%4.0%
ROA 2.2%1.8%4.2%6.9%6.1%3.5%-1.2%4.2%2.6%3.8%3.9%4.1%
ROE 9.2%6.8%15.9%26.4%21.4%11.8%-4.0%13.9%8.6%12.2%12.0%11.9%
ROIC 6.8%7.2%14.4%·········
Liquidez y Solvencia 4
Métrica Tendencia 202520242023202220212020201920182017201620152014
Current Ratio 1.41.51.41.51.41.41.51.51.61.51.51.5
Quick Ratio 1.11.00.91.01.01.01.11.11.11.11.11.1
Debt / Equity 0.50.50.40.60.40.40.50.60.60.60.60.5
LT Debt / Equity 0.50.50.40.60.40.40.50.60.60.60.60.5
Eficiencia 3
Métrica Tendencia 202520242023202220212020201920182017201620152014
Asset Turnover 1.21.31.51.81.91.71.71.71.71.81.81.9
Inventory Turnover 5.65.05.56.88.17.57.07.27.67.88.48.8
Receivables Turnover 1.92.22.73.23.43.23.33.53.63.73.83.9
Por Acción 5
Métrica Tendencia 202520242023202220212020201920182017201620152014
Book Value / Share $128.94$110.43$107.89$93.61$77.61$68.00$59.69$62.51$56.47$49.64$45.56$43.32
Revenue / Share $590.43$519.05$580.47$567.19$469.81$364.64$346.03$335.54$298.69$258.88$243.32$227.81
Cash Flow / Share $1.23$21.01$12.37$-0.51$5.71$17.29$10.27$3.08$1.39$3.87$6.85$6.74
Cash / Share $6.00$3.62$4.05$2.99$3.26$4.99$3.72$5.98$8.33$6.01$3.00$4.17
EPS (TTM) $10.93$7.29$15.84$21.80$15.10$7.43$-2.44$8.10$4.48$5.68$5.20$4.98
Tasas de Crecimiento 9
Métrica Tendencia 202520242023202220212020201920182017201620152014
Revenue YoY 10.5%-15.7%-10.8%7.7%20.2%·······
Revenue CAGR 3Y -6.0%-6.8%4.9%·········
Revenue CAGR 5Y 1.5%···········
EPS YoY 49.9%-54.0%-27.3%44.4%103.2%·······
EPS CAGR 3Y -20.6%-21.6%28.7%·········
EPS CAGR 5Y 8.0%···········
Net Income YoY 45.7%-56.6%-36.7%28.8%89.6%·······
Net Income CAGR 3Y -26.3%-29.3%15.6%·········
Net Income CAGR 5Y -0.45%···········
Valoración (TTM) 14
Métrica Tendencia 202520242023202220212020201920182017201620152014
Revenue TTM $30.85B$27.92B$33.11B$37.12B$34.48B$28.67B$28.92B$29.68B$26.55B$23.49B$23.28B$22.77B
Net Income TTM $571M$392M$904M$1.43B$1.11B$584M$-204M$716M$402M$523M$498M$498M
Market Cap $5.63B$5.90B$6.58B$6.20B$9.14B$7.28B$6.83B$5.87B$7.05B$6.34B$4.93B$5.55B
Enterprise Value $8.41B$8.49B$8.51B$9.20B$11.16B$9.01B$9.17B$8.60B$9.25B$8.50B$7.03B$7.23B
P/E 10.115.57.74.88.913.1-34.78.517.912.610.411.6
P/S 0.20.20.20.20.30.30.20.20.30.30.20.2
P/B 0.91.01.11.11.71.41.41.11.41.41.21.3
P / Tangible Book 1.31.61.81.83.02.7······
P / Cash Flow 87.95.29.3-187.321.85.48.021.556.617.87.58.2
P / FCF -151.25.710.6-55.427.25.99.642.8-88.833.29.810.1
EV / EBITDA 8.89.15.24.16.48.330.86.58.68.47.27.9
EV / FCF -225.98.213.7-82.233.27.312.862.6-116.644.514.113.1
EV / Revenue 0.30.30.30.20.30.30.30.30.30.40.30.3
Earnings Yield 9.9%6.4%13.0%20.8%11.2%7.6%-2.9%11.8%5.6%8.0%9.6%8.6%

Período más reciente a la izquierda · valores nulos mostrados como ·

Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años

16
Métrica 2025-12-312024-12-312023-12-312022-12-312021-12-31
Ingresos $30.85B $27.92B $33.11B $37.12B $34.48B
Margen Bruto % 11.2% 11.8% 12.5% 13.0% 12.2%
Margen Operativo % 2.7% 2.8% 4.4% 5.6% 4.5%
Beneficio neto $571M $392M $904M $1.43B $1.11B
EPS Diluido $10.93 $7.29 $15.84 $21.80 $15.10

Propietarios institucionales (13F) 676 declarantes · $11.3B total · A fecha de 30 de septiembre de 2026

17

Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.

Tenedores 676
Valor en tenencia $11.3B
Nuevas posiciones 150
Posiciones cerradas 42
Actividad institucional — Q2 2026 vs trimestre anterior
Nuevas posiciones Posiciones cerradas Aumentado Disminuido Cambio neto de acciones
150 (+26 vs trimestre anterior) 42 (-3 vs trimestre anterior) 215 (+46 vs trimestre anterior) 191 (+21 vs trimestre anterior) -1.4M

Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.

Institución Valor Acciones % de 13F rastreadas Tipo
BlackRock, Inc. $1 070 533 735 5 016 324 9,44% Acciones
VANGUARD GROUP INC $674 616 385 6 122 857 5,95% Acciones
DIMENSIONAL FUND ADVISORS LP $649 207 189 3 042 032 5,73% Acciones
VANGUARD PORTFOLIO MANAGEMENT LLC $638 976 216 2 994 125 5,64% Acciones
VANGUARD CAPITAL MANAGEMENT LLC $495 114 615 2 320 016 4,37% Acciones
AQR CAPITAL MANAGEMENT LLC $463 326 308 2 182 413 4,09% Acciones
Boston Partners $451 836 351 2 118 215 3,98% Acciones
GREENHAVEN ASSOCIATES INC $376 487 892 1 764 153 3,32% Acciones
STATE STREET CORP $361 645 226 1 694 603 3,19% Acciones
ACR Alpine Capital Research, LLC $311 126 277 1 457 881 2,74% Acciones
EARNEST PARTNERS LLC $294 508 361 1 380 012 2,60% Acciones
BANK OF AMERICA CORP /DE/ $270 981 296 1 269 769 2,39% Acciones
LYRICAL ASSET MANAGEMENT LP $264 232 738 1 238 146 2,33% Acciones
GEODE CAPITAL MANAGEMENT, LLC $243 905 619 1 142 658 2,15% Acciones
Capital World Investors $204 135 842 956 543 1,80% Acciones
SEI INVESTMENTS CO $202 064 666 946 849 1,78% Acciones
Woodline Partners LP $193 799 969 908 111 1,71% Acciones
FIL Ltd $193 793 780 908 082 1,71% Acciones
FMR LLC $179 750 722 842 279 1,59% Acciones
NORTHERN TRUST CORP $125 839 981 589 663 1,11% Acciones
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $110 989 846 520 078 0,98% Acciones
MORGAN STANLEY $105 945 237 496 437 0,93% Acciones
D. E. Shaw & Co., Inc. $87 446 241 409 757 0,77% Acciones
BRANDES INVESTMENT PARTNERS, LP $87 203 243 408 610 0,77% Acciones
FULLER & THALER ASSET MANAGEMENT, INC. $86 919 239 407 288 0,77% Acciones
Quantinno Capital Management LP $83 672 080 392 071 0,74% Acciones
AMERICAN CENTURY COMPANIES INC $81 350 184 381 192 0,72% Acciones
JANE STREET GROUP, LLC $78 554 727 368 093 0,69% Acciones
ENVESTNET ASSET MANAGEMENT INC $75 196 832 352 359 0,66% Acciones
WEDGE CAPITAL MANAGEMENT L L P/NC $74 803 310 329 530 0,66% Acciones
Allianz Asset Management GmbH $74 442 316 348 823 0,66% Acciones
Bank of New York Mellon Corp $71 337 973 334 277 0,63% Acciones
VANGUARD FIDUCIARY TRUST CO $69 087 433 323 731 0,61% Acciones
Assenagon Asset Management S.A. $68 438 003 301 489 0,60% Acciones
GOLDMAN SACHS GROUP INC $62 323 403 292 036 0,55% Acciones
TWO SIGMA INVESTMENTS, LP $61 127 667 286 433 0,54% Acciones
Invesco Ltd. $60 981 695 285 749 0,54% Acciones
Bragg Financial Advisors, Inc $57 327 048 268 624 0,51% Acciones
JONES FINANCIAL COMPANIES LLLP $47 474 483 220 659 0,42% Acciones
FIRST TRUST ADVISORS LP $46 459 444 217 702 0,41% Acciones
Oldfield Partners LLP $45 217 173 315 300 0,40% Acciones
Polaris Capital Management, LLC $41 813 400 184 200 0,37% Acciones
UBS Group AG $40 866 521 191 493 0,36% Acciones
OPPENHEIMER ASSET MANAGEMENT INC. $38 933 240 182 434 0,34% Acciones
JPMORGAN CHASE & CO $38 774 812 178 407 0,34% Acciones
LAKEWOOD CAPITAL MANAGEMENT, LP $37 636 988 176 360 0,33% Acciones
STOREBRAND ASSET MANAGEMENT AS $37 312 178 174 838 0,33% Acciones
FRONTIER CAPITAL MANAGEMENT CO LLC $34 295 200 160 701 0,30% Acciones
RHUMBLINE ADVISERS $34 125 699 159 907 0,30% Acciones
Qube Research & Technologies Ltd $32 134 424 150 576 0,28% Acciones

Mostrar todos los 676 propietarios institucionales →

Informantes de la empresa 65 insiders · 30 directivos · 18 consejeros

19
Insider Rol Última actividad Acciones en propiedad Compras 12m Ventas 12m Neto 12m
William F. Austen Interim President and CEO 30 de septiembre de 2026 F 54 925 1 0 $601 405
Sean J Kerins President and CEO 1 de agosto de 2025 P 122 408 0 0 $0
Rajesh K. Agrawal SVP, Chief Financial Officer 14 de septiembre de 2026 F 55 581 0 0 $0
Christopher Stansbury SVP, Chief Financial Officer 11 de marzo de 2022 F 16 318 0 0 $0
Deidra C Merriwether President and Chief Op Officer 22 de octubre de 2026 A 31 042 0 0 $0
Eric Nowak President, Global ECS 20 de mayo de 2026 S 48 835 0 4 $-2 727 620
Richard John Marano President, Global Components 20 de febrero de 2026 F 23 548 0 1 $-388 300
Kristin Diana Russell President, Global ECS 22 de febrero de 2024 F 22 034 0 0 $0
Kirk Schell President, Global Components 25 de mayo de 2023 S 19 549 0 0 $0
Andrew King President, Global Components 12 de noviembre de 2020 S 52 721 0 0 $0
Eric Schuck President, Global Components 19 de febrero de 2015 M 30 112 0 0 $0
Peter T M Kong President, Global Components 25 de febrero de 2014 F 124 257 0 0 $0
Andrew S Bryant Chief Operating Officer 6 de junio de 2016 M 9 279 0 0 $0
Carine Lamercie Jean-Claude SVP, CLCO and Secretary 3 de septiembre de 2026 S 11 626 0 5 $-2 136 930
Brandon Michael Brewbaker VP, CAO, & CFP&A 20 de febrero de 2026 F 5 599 0 0 $0
Yun Sung Cho VP, Corp. Cont., & CAO 24 de febrero de 2025 S 1 549 0 0 $0
Richard A Seidlitz VP, Corp. Controller & PAO 16 de febrero de 2024 F 6 877 0 0 $0
Michael J Long Executive Chairman 17 de marzo de 2023 S 184 731 0 0 $0
Vincent P Melvin SVP, Chief Information Officer 15 de noviembre de 2022 S 19 381 0 0 $0
David Alan West SVP, Executive Advisor 10 de mayo de 2022 M 13 446 0 0 $0
Wei Victor Alejandro Gao SVP, Chief Marketing Officer 9 de mayo de 2022 F 15 465 0 0 $0
Charles Kostalnick II SVP, Chief Supply Chain Offr 18 de febrero de 2022 F 16 509 0 0 $0
Mary Catherine Morris Chief Strategy Officer 19 de febrero de 2021 M 18 466 0 0 $0
Lily Yan Hughes SVP & Chief Legal Officer 6 de agosto de 2020 S 23 410 0 0 $0
Matthew R Anderson SVP & Chief Digital Officer 22 de febrero de 2019 F 17 200 0 0 $0
Gregory Tarpinian SVP & Chief Legal Officer 22 de febrero de 2019 F 23 074 0 0 $0
Paul J Reilly Executive Vice President 9 de junio de 2016 M 103 494 0 0 $0
Peter S Brown Senior VP & General Counsel 22 de mayo de 2014 S 23 204 0 0 $0
Betty Jane Scheihing Senior Vice President 5 de mayo de 2004 S 12 625 0 0 $0
Robert E Klatell Executive Vice President 29 de octubre de 2003 M 98 430 0 0 $0
Lawrence Liren Chen Consejero 12 de mayo de 2026 A 3 289 0 0 $0
Gerry P Smith Consejero 12 de mayo de 2026 A 9 534 0 0 $0
Mary T Mcdowell Consejero 12 de mayo de 2026 A 5 638 0 0 $0
Gail Hamilton Consejero 6 de mayo de 2026 M 1 795 0 0 $0
Stephen C Patrick Consejero 17 de mayo de 2023 A 2 970 0 0 $0
Fabian T Garcia Consejero 17 de mayo de 2023 A · 0 0 $0
Laurel J Krzeminski Consejero 16 de mayo de 2023 A 5 445 0 0 $0
Barry W Perry Consejero 16 de mayo de 2023 A 0 0 0 $0
Richard Hill Consejero 15 de febrero de 2022 A 2 894 0 0 $0
Martha Frances Keeth Consejero 12 de mayo de 2021 A 1 735 0 0 $0
Philip K Asherman Consejero 9 de mayo de 2019 A · 0 0 $0
HANSON JOHN NILS Consejero 15 de febrero de 2018 A 36 645 0 0 $0
John C Waddell Consejero 30 de julio de 2013 S 0 0 0 $0
William Mitchell Consejero 31 de diciembre de 2009 S 28 902 0 0 $0
Steven Henry Gunby · 14 de agosto de 2026 A 20 676 0 0 $0
Michael D Hayford · 14 de agosto de 2026 A 4 119 0 0 $0
Andrew Charles Kerin · 14 de agosto de 2026 A 14 490 0 1 $-228 985
Lowe Carol P · 14 de agosto de 2026 A 8 004 0 0 $0
Gretchen Zech · 2 de junio de 2026 M 21 670 0 4 $-9 166 469
DUVAL DANIEL W · 31 de mayo de 2012 A 23 200 0 0 $0
John Philip Mcmahon · 5 de agosto de 2011 M 9 135 0 0 $0
Roger King · 15 de mayo de 2011 A 3 000 0 0 $0
Karen G Mills · 18 de junio de 2009 X 22 743 0 0 $0
Cathy M Morris · 9 de marzo de 2007 M 0 0 0 $0
Kevin Gilroy · 28 de febrero de 2007 A 10 000 0 0 $0
Philippe Combes · 25 de septiembre de 2006 A 20 000 0 0 $0
Keryn H Green · 13 de marzo de 2006 M 2 375 0 0 $0
Germano Fanelli · 28 de febrero de 2006 M 22 000 0 0 $0
Bhawnesh Mathur · 27 de febrero de 2006 A 10 000 0 0 $0
Brian Mcnally · 27 de febrero de 2006 M 33 800 0 0 $0
Susan M Suver · 27 de febrero de 2006 A · 0 0 $0
Mark F Settle · 27 de febrero de 2006 A 18 450 0 0 $0
John Edward Coleman · 27 de febrero de 2006 A 20 000 0 0 $0
Jan Salsgiver · 27 de febrero de 2006 A 25 975 0 0 $0
Richard S Rosenbloom · 12 de noviembre de 2004 G 5 575 0 0 $0

Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto

Propiedad de ETFs Mantenido por 92 ETFs

20

El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.

Fondo Ponderación Unidades A fecha de Fuente
RFV · Invesco Exchange-Traded Fund Trust 3,92% 63 204 SH 23 de octubre de 2026 Diario
EPSB · Harbor ETF Trust 2,34% 516 NS 31 de julio de 2026 N-PORT
AZTD · Tidal Trust I 2,28% 3 989 NS 31 de julio de 2026 N-PORT
EPMB · Harbor ETF Trust 2,24% 471 NS 31 de julio de 2026 N-PORT
XMVM · Invesco Exchange-Traded Fund Trust 1,71% 42 613 SH 23 de octubre de 2026 Diario
RWK · Invesco Exchange-Traded Fund Trust … 1,41% 87 839 SH 23 de octubre de 2026 Diario
XMMO · Invesco Exchange-Traded Fund Trust 1,36% 425 537 SH 23 de octubre de 2026 Diario
PAMC · Pacer Funds Trust 1,15% 2 841 NS 31 de julio de 2026 N-PORT
GSY · Invesco Actively Managed Exchange-T… 0,95% 38 400 000 23 de octubre de 2026 Diario
HSMV · First Trust Exchange-Traded Fund III 0,92% 1 498 NS 31 de julio de 2026 N-PORT
VAMO · Cambria ETF Trust 0,83% 4 188 NS 31 de julio de 2026 N-PORT
NUSC · Nushares ETF Trust 0,83% 49 294 NS 31 de julio de 2026 N-PORT
LSEQ · Harbor ETF Trust 0,82% 576 NS 31 de julio de 2026 N-PORT
FFLV · FIDELITY COVINGTON TRUST 0,75% 568 NS 31 de julio de 2026 N-PORT
DFSV · Dimensional ETF Trust 0,69% 260 116 NS 31 de julio de 2026 N-PORT
AFMC · First Trust Exchange-Traded Fund VI… 0,68% 6 992 NS 31 de agosto de 2026 N-PORT
FXL · First Trust Exchange-Traded AlphaDE… 0,67% 79 700 NS 31 de julio de 2026 N-PORT
IVOV · VANGUARD ADMIRAL FUNDS 0,63% 43 904 SH 19 de agosto de 2026 Diario
DFAT · Dimensional ETF Trust 0,54% 360 631 NS 31 de julio de 2026 N-PORT
CLSE · Trust for Professional Managers 0,46% 20 257 NS 31 de agosto de 2026 N-PORT
IQSM · New York Life Investments ETF Trust 0,42% 6 427 NS 31 de julio de 2026 N-PORT
QVMM · Invesco Exchange-Traded Fund Trust … 0,33% 6 593 SH 23 de octubre de 2026 Diario
PTMC · Pacer Funds Trust 0,31% 5 627 NS 31 de julio de 2026 N-PORT
IVOO · VANGUARD ADMIRAL FUNDS 0,30% 82 629 SH 19 de agosto de 2026 Diario
VFVA · VANGUARD WELLINGTON FUND 0,29% 11 447 SH 19 de agosto de 2026 Diario
FNK · First Trust Exchange-Traded AlphaDE… 0,29% 3 037 NS 31 de julio de 2026 N-PORT
BKMC · BNY Mellon ETF Trust 0,27% 8 003 NS 31 de julio de 2026 N-PORT
MIDU · Direxion Shares ETF Trust 0,24% 751 NS 31 de julio de 2026 N-PORT
FSMD · FIDELITY COVINGTON TRUST 0,23% 26 981 NS 31 de julio de 2026 N-PORT
ROUS · Lattice Strategies Trust 0,23% 7 557 NS 31 de julio de 2026 N-PORT
VBR · VANGUARD INDEX FUNDS 0,23% 744 482 SH 19 de agosto de 2026 Diario
FNX · First Trust Exchange-Traded AlphaDE… 0,23% 14 480 NS 31 de julio de 2026 N-PORT
JVAL · J.P. Morgan Exchange-Traded Fund Tr… 0,22% 8 526 NS 31 de julio de 2026 N-PORT
DFAS · Dimensional ETF Trust 0,22% 156 411 NS 31 de julio de 2026 N-PORT
JMOM · J.P. Morgan Exchange-Traded Fund Tr… 0,22% 25 183 NS 31 de julio de 2026 N-PORT
BBMC · J.P. Morgan Exchange-Traded Fund Tr… 0,20% 18 839 NS 31 de julio de 2026 N-PORT
SMDX · Tidal Trust III 0,18% 1 096 NS 31 de julio de 2026 N-PORT
PFIG · Invesco Exchange-Traded Fund Trust … 0,18% 253 000 23 de octubre de 2026 Diario
ESML · iShares Trust 0,17% 22 920 SH 11 de septiembre de 2026 Diario
SMMD · iShares Trust 0,15% 27 112 SH 11 de septiembre de 2026 Diario
VB · VANGUARD INDEX FUNDS 0,13% 1 172 775 SH 19 de agosto de 2026 Diario
VXF · VANGUARD INDEX FUNDS 0,12% 586 844 SH 19 de agosto de 2026 Diario
BSCS · Invesco Exchange-Traded Self-Indexe… 0,11% 4 032 000 23 de octubre de 2026 Diario
BSCT · Invesco Exchange-Traded Self-Indexe… 0,11% 3 447 000 22 de octubre de 2026 Diario
IWS · iShares Trust 0,11% 75 592 SH 11 de septiembre de 2026 Diario
WSML · iShares Trust 0,10% 3 227 SH 11 de septiembre de 2026 Diario
FTEC · FIDELITY COVINGTON TRUST 0,10% 92 668 NS 31 de julio de 2026 N-PORT
VFMO · VANGUARD WELLINGTON FUND 0,10% 9 777 SH 19 de agosto de 2026 Diario
VGT · VANGUARD WORLD FUND 0,09% 709 373 SH 19 de agosto de 2026 Diario
TILT · FlexShares Trust 0,09% 9 006 NS 31 de julio de 2026 N-PORT
FAB · First Trust Exchange-Traded AlphaDE… 0,09% 671 NS 31 de julio de 2026 N-PORT
IWR · iShares Trust 0,08% 208 197 SH 11 de septiembre de 2026 Diario
PRF · Invesco Exchange-Traded Fund Trust 0,07% 34 328 SH 23 de octubre de 2026 Diario
DXUV · Dimensional ETF Trust 0,07% 1 769 NS 31 de julio de 2026 N-PORT
DFSU · Dimensional ETF Trust 0,07% 7 027 NS 31 de julio de 2026 N-PORT
IUS · Invesco Exchange-Traded Self-Indexe… 0,06% 3 048 SH 23 de octubre de 2026 Diario
EQAL · Invesco Exchange-Traded Fund Trust … 0,06% 2 361 SH 23 de octubre de 2026 Diario
DFUV · Dimensional ETF Trust 0,06% 43 074 NS 31 de julio de 2026 N-PORT
IYW · iShares Trust 0,05% 62 987 SH 11 de septiembre de 2026 Diario
DFAC · Dimensional ETF Trust 0,05% 111 946 NS 31 de julio de 2026 N-PORT
IGM · iShares Trust 0,05% 24 034 SH 11 de septiembre de 2026 Diario
DCOR · Dimensional ETF Trust 0,05% 7 169 NS 31 de julio de 2026 N-PORT
MNZL · EA Series Trust 0,04% 43 NS 31 de julio de 2026 N-PORT
IUSV · iShares Trust 0,03% 44 704 SH 11 de septiembre de 2026 Diario
VONV · VANGUARD SCOTTSDALE FUNDS 0,03% 30 708 SH 19 de agosto de 2026 Diario
IWD · iShares Trust 0,03% 112 920 SH 11 de septiembre de 2026 Diario
DFAU · Dimensional ETF Trust 0,02% 12 617 NS 31 de julio de 2026 N-PORT
VTI · VANGUARD INDEX FUNDS 0,02% 1 624 322 SH 19 de agosto de 2026 Diario
VONE · VANGUARD SCOTTSDALE FUNDS 0,02% 8 412 SH 19 de agosto de 2026 Diario
ESGV · VANGUARD WORLD FUND 0,02% 11 502 SH 19 de agosto de 2026 Diario
DFUS · Dimensional ETF Trust 0,02% 15 818 NS 31 de julio de 2026 N-PORT
DEUS · DBX ETF Trust 0,02% 232 NS 31 de agosto de 2026 N-PORT
IWV · iShares Trust 0,02% 14 753 SH 10 de septiembre de 2026 Diario
IWB · iShares Trust 0,02% 35 122 SH 11 de septiembre de 2026 Diario
IYY · iShares Trust 0,02% 2 145 SH 10 de septiembre de 2026 Diario
ITOT · iShares Trust 0,01% 65 567 SH 11 de septiembre de 2026 Diario
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0,01% 41 960 SH 19 de agosto de 2026 Diario
VTHR · VANGUARD SCOTTSDALE FUNDS 0,01% 4 281 SH 19 de agosto de 2026 Diario
DFLV · Dimensional ETF Trust 0,00% 40 NS 31 de julio de 2026 N-PORT
BIV · VANGUARD BOND INDEX FUNDS · · 15 de julio de 2026 Diario
BSV · VANGUARD BOND INDEX FUNDS · · 15 de julio de 2026 Diario
BND · VANGUARD BOND INDEX FUNDS · · 15 de julio de 2026 Diario
VCSH · VANGUARD SCOTTSDALE FUNDS · · 15 de julio de 2026 Diario
VCIT · VANGUARD SCOTTSDALE FUNDS · · 15 de julio de 2026 Diario
BNDW · VANGUARD SCOTTSDALE FUNDS · · 14 de julio de 2026 Diario
IJH · iShares Trust · 1 794 283 SH 11 de septiembre de 2026 Diario
IJJ · iShares Trust · 260 732 SH 21 de agosto de 2026 Diario
XJH · iShares Trust · 6 986 SH 8 de septiembre de 2026 Diario
ISCB · iShares Trust · 1 936 SH 11 de septiembre de 2026 Diario
ISCV · iShares Trust · 9 578 SH 11 de septiembre de 2026 Diario
SMLF · iShares Trust · 39 206 SH 11 de septiembre de 2026 Diario
SMMV · iShares Trust · 1 328 SH 19 de agosto de 2026 Diario

ARW Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista

21
calificación · 10 analistas COMPRA
Objetivo mediano $245.00 +16,8%
1 10,0% Compra fuerte
5 50,0% Compra
3 30,0% Mantener
1 10,0% Venta
0 0,0% Venta fuerte

Precio objetivo a 12 meses

4 analistas · 2026-10-25

Objetivo medio $235.00 +12,0%

Ahora Precio Actual $209.76
Mín$200.00 Media$235.00 Máx$250.00

Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector

22

Base del ejercicio fiscal, precios al cierre del último ejercicio fiscal de cada empresa.

Ticker Capitalización Bursátil P/E Ingresos interanuales Margen Neto ROE Margen Bruto
ARW $5.63B 10.1 10.5% 1.8% 9.2% 11.2%
CDW $17.62B 16.9 6.8% 4.8% 42.0% 21.7%
SNX $15.10B 15.3 6.9% 1.3% 10.0% 7.0%
AVT · 21.5 24.5% 1.2% 6.7% 10.4%
INGM · 18.6 9.5% · · ·
NSIT $2.53B 16.8 -5.2% 1.9% 9.7% 21.4%
PLUS $1.98B 15.0 22.1% 5.4% 12.5% 25.2%
CNXN $1.46B 17.7 2.5% 2.9% 9.3% 18.8%
ADIG · · · · · ·
SCSC $1.05B 14.3 6.1% 2.4% 8.7% 13.6%

Últimas noticias Noticias recientes que mencionan a esta empresa

23

Mis Métricas Tu lista de seguimiento personal — filas seleccionadas de Fundamentales Completos

26

Seleccione las métricas que le importan: haga clic en el + junto a cualquier fila en Fundamentales completos arriba.

Tu selección se guarda y te sigue en todos los tickers.

Fuente: SEC 10-Q presentada el Ago 6, 2026