ARW Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane

03
Prezzo $242.01
Capitalizzazione di Mercato $12.36B
P/E (TTM) 15.5
EPS (TTM) $15.64
Ricavi (TTM) $35.92B
ROE 9.2%
D/E Debito/Patrimonio 0.5
Intervallo 52 sett. $102–$247

ARW Grafico del prezzo delle azioni OHLCV giornaliero con indicatori tecnici — panoramica, zoom e personalizza la tua visualizzazione

04
intervallo
barre

La granularità delle barre si adatta al periodo selezionato — passa il mouse sul grafico per vedere apertura/massimo/minimo/chiusura di una barra.

Split azionari 2
Data ex-dividendo Split Tipo
16 Ottobre 1997 2-for-1 Avanti
12 Gennaio 1981 2-for-1 Avanti

Informazioni su Arrow Electronics, Inc. Common Stock Panoramica della società da 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.

Fonte: Wikipedia (Inglese), CC BY-SA 4.0 · Vedi su Wikipedia ↗

Wikidata ↗

settoreIndustrials industriaElectrical Equipment dipendenti22.230 paeseUS

Performance decennale Andamento di ricavi, utile netto, margini e EPS

06
Ricavi$30.85B
2016-12-31 → 2025-12-31
EPS$10.93
2016-12-31 → 2025-12-31
Flusso di cassa libero$-37M
2016-12-31 → 2025-12-31
Margine netto2.3%
2016-12-31 → 2025-12-31
Valutazione e Rapporti 07–12

Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?

Metrica Tendenza 5 anni ARW media 5 anni Mediana dei peer Verdetto
P/E (TTM) 15.5media 5 anni ≈9.4 ≈9.4 17.8 Sottovalutato
P/S 0.4media 5 anni ≈0.2 ≈0.2 0.4 Sottovalutato
P/B 1.9media 5 anni ≈1.2 ≈1.2 1.8 Sottovalutato
EV / EBITDA 15.8media 5 anni ≈6.7 ≈6.7 8.7 Sopravvalutato
Price / FCF (Prezzo / FCF) -332.3media 5 anni ≈-32.6 ≈-32.6 · ·
Price / Cash Flow (Prezzo / Flusso di cassa) 193.0media 5 anni ≈-12.6 ≈-12.6 12.2 Sopravvalutato
EV / Revenue (EV / Ricavi) 0.5media 5 anni ≈0.3 ≈0.3 · ·
EV / FCF -407.0media 5 anni ≈-50.6 ≈-50.6 · ·
Price / Tangible Book (Prezzo / Valore contabile tangibile) 2.8media 5 anni ≈1.9 ≈1.9 · ·
PEG Ratio ≈1.9 · · ·

La mediana dei peer viene calcolata su base standardizzata per metrica e potrebbe non corrispondere sempre alla base TTM/MRQ mostrata per questo titolo.

valore · ≈ media 5 anni · mediana del settore · giudizio rispetto alla mediana

Dividendi Rendimento, payout ratio, storico dividendi, CAGR 5Y

13
Pagamento annualizzato≈$0.10Pagato trimestralmente
Data ex-dividendoImportoValutaRendimento
Set 18, 1986$0,03USD≈3.0%
Giu 19, 1986$0,03USD≈2.1%
Mar 20, 1986$0,03USD≈1.2%
Dic 19, 1985$0,03USD≈1.4%
Set 19, 1985$0,03USD≈1.5%
Giu 20, 1985$0,03USD≈1.6%
Mar 21, 1985$0,03USD≈0.94%
Dic 19, 1984$0,03USD≈0.65%
Set 20, 1984$0,03USD≈0.25%

Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili

14
Sorpresa media 28.0%
Prossimo report Ott 28, 2026
PeriodoRapportoEPS ActualEPS StimatoSorpresa
30 Giugno 2026 Lug 29, 2026 $5.45 $4.50 21.0%
31 Marzo 2026 $5.22 $2.88 81.2%
31 Dicembre 2025 $4.39 $3.60 21.9%
30 Settembre 2025 $2.41 $2.33 3.5%
30 Giugno 2025 $2.43 $2.09 16.0%
31 Marzo 2025 $1.80 $1.45 24.3%

Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario

15
Conto Economico 14
Metrica Tendenza 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
Stato Patrimoniale 25
Metrica Tendenza 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
Flusso di cassa 15
Metrica Tendenza 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
Redditività 8
Metrica Tendenza 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%·········
Liquidità e Solvibilità 4
Metrica Tendenza 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
Efficienza 3
Metrica Tendenza 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
Per Azione 5
Metrica Tendenza 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
Tassi di Crescita 9
Metrica Tendenza 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%···········
Valutazione (TTM) 14
Metrica Tendenza 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%

Periodo più recente a sinistra · valori nulli mostrati come ·

Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni

16
Metrica 2025-12-312024-12-312023-12-312022-12-312021-12-31
Ricavi $30.85B $27.92B $33.11B $37.12B $34.48B
Margine Lordo % 11.2% 11.8% 12.5% 13.0% 12.2%
Margine Operativo % 2.7% 2.8% 4.4% 5.6% 4.5%
Utile netto $571M $392M $904M $1.43B $1.11B
EPS Diluito $10.93 $7.29 $15.84 $21.80 $15.10

Proprietari istituzionali (13F) 665 filer · $11.2B totale · Aggiornato al 30 Settembre 2026

17

Istituzioni che segnalano il possesso di questo titolo nel loro Modulo SEC 13F trimestrale. Solo posizioni lunghe; un singolo depositante può apparire due volte per diverse gambe di opzioni. Grandi posizioni put/call contrapposte riflettono tipicamente market-making o inventario coperto, non convinzione direzionale.

Detentori 665
Valore detenuto $11.2B
Nuove posizioni 148
Posizioni chiuse 41
Attività istituzionale — Q2 2026 vs trimestre precedente
Nuove posizioni Posizioni chiuse Aumentato Diminuito Variazione netta delle azioni
148 (+24 vs trimestre precedente) 41 (-4 vs trimestre precedente) 214 (+45 vs trimestre precedente) 191 (+21 vs trimestre precedente) -1.8M

Confrontato con Q1 2026. Le dichiarazioni SEC Form 13F sono dovute entro 45 giorni dalla fine del trimestre più un breve margine per i dichiaranti in ritardo — i trimestri ancora all'interno di questa finestra vengono saltati a favore della coppia più recente completamente riportata.

Istituzione Valore Azioni % di 13F tracciati Tipo
BlackRock, Inc. $1.070.533.735 5.016.324 9,57% Azioni
VANGUARD GROUP INC $674.616.385 6.122.857 6,03% Azioni
DIMENSIONAL FUND ADVISORS LP $649.207.189 3.042.032 5,80% Azioni
VANGUARD PORTFOLIO MANAGEMENT LLC $638.976.216 2.994.125 5,71% Azioni
VANGUARD CAPITAL MANAGEMENT LLC $495.114.615 2.320.016 4,43% Azioni
AQR CAPITAL MANAGEMENT LLC $463.326.308 2.182.413 4,14% Azioni
Boston Partners $451.836.351 2.118.215 4,04% Azioni
GREENHAVEN ASSOCIATES INC $376.487.892 1.764.153 3,37% Azioni
STATE STREET CORP $361.645.226 1.694.603 3,23% Azioni
ACR Alpine Capital Research, LLC $311.126.277 1.457.881 2,78% Azioni
EARNEST PARTNERS LLC $294.508.361 1.380.012 2,63% Azioni
BANK OF AMERICA CORP /DE/ $270.981.296 1.269.769 2,42% Azioni
LYRICAL ASSET MANAGEMENT LP $264.232.738 1.238.146 2,36% Azioni
GEODE CAPITAL MANAGEMENT, LLC $243.905.619 1.142.658 2,18% Azioni
Capital World Investors $204.135.842 956.543 1,82% Azioni
SEI INVESTMENTS CO $202.064.666 946.849 1,81% Azioni
Woodline Partners LP $193.799.969 908.111 1,73% Azioni
FIL Ltd $193.793.780 908.082 1,73% Azioni
FMR LLC $179.750.722 842.279 1,61% Azioni
NORTHERN TRUST CORP $125.839.981 589.663 1,12% Azioni
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $110.989.846 520.078 0,99% Azioni
MORGAN STANLEY $105.945.237 496.437 0,95% Azioni
D. E. Shaw & Co., Inc. $87.446.241 409.757 0,78% Azioni
BRANDES INVESTMENT PARTNERS, LP $87.203.243 408.610 0,78% Azioni
FULLER & THALER ASSET MANAGEMENT, INC. $86.919.239 407.288 0,78% Azioni
Quantinno Capital Management LP $83.672.080 392.071 0,75% Azioni
AMERICAN CENTURY COMPANIES INC $81.350.184 381.192 0,73% Azioni
JANE STREET GROUP, LLC $78.554.727 368.093 0,70% Azioni
ENVESTNET ASSET MANAGEMENT INC $75.196.832 352.359 0,67% Azioni
Allianz Asset Management GmbH $74.442.316 348.823 0,67% Azioni
Bank of New York Mellon Corp $71.337.973 334.277 0,64% Azioni
VANGUARD FIDUCIARY TRUST CO $69.087.433 323.731 0,62% Azioni
GOLDMAN SACHS GROUP INC $62.323.403 292.036 0,56% Azioni
TWO SIGMA INVESTMENTS, LP $61.127.667 286.433 0,55% Azioni
Invesco Ltd. $60.981.695 285.749 0,55% Azioni
Bragg Financial Advisors, Inc $57.327.048 268.624 0,51% Azioni
JONES FINANCIAL COMPANIES LLLP $47.474.483 220.659 0,42% Azioni
Assenagon Asset Management S.A. $47.146.537 220.920 0,42% Azioni
FIRST TRUST ADVISORS LP $46.459.444 217.702 0,42% Azioni
Oldfield Partners LLP $45.217.173 315.300 0,40% Azioni
Polaris Capital Management, LLC $41.764.337 195.700 0,37% Azioni
UBS Group AG $40.866.521 191.493 0,37% Azioni
OPPENHEIMER ASSET MANAGEMENT INC. $38.933.240 182.434 0,35% Azioni
JPMORGAN CHASE & CO $38.774.812 178.407 0,35% Azioni
LAKEWOOD CAPITAL MANAGEMENT, LP $37.636.988 176.360 0,34% Azioni
STOREBRAND ASSET MANAGEMENT AS $37.312.178 174.838 0,33% Azioni
FRONTIER CAPITAL MANAGEMENT CO LLC $34.295.200 160.701 0,31% Azioni
RHUMBLINE ADVISERS $34.125.699 159.907 0,31% Azioni
Qube Research & Technologies Ltd $32.134.424 150.576 0,29% Azioni
DNB Asset Management AS $30.880.640 144.701 0,28% Azioni

Mostra tutti i 665 proprietari istituzionali →

Insider aziendali 64 insider · 29 dirigenti · 18 direttori

19
Insider Ruolo Ultima attività Azioni possedute Acquisti 12m Vendite 12m Netto 12m
William F. Austen Interim President and CEO 30 Settembre 2026 F 54.925 1 0 $601.405
Sean J Kerins President and CEO 01 Agosto 2025 P 122.408 0 0 $0
Rajesh K. Agrawal SVP, Chief Financial Officer 14 Settembre 2026 F 55.581 0 0 $0
Christopher Stansbury SVP, Chief Financial Officer 11 Marzo 2022 F 16.318 0 0 $0
Eric Nowak President, Global ECS 20 Maggio 2026 S 48.835 0 4 $-2.727.620
Richard John Marano President, Global Components 20 Febbraio 2026 F 23.548 0 1 $-388.300
Kristin Diana Russell President, Global ECS 22 Febbraio 2024 F 22.034 0 0 $0
Kirk Schell President, Global Components 25 Maggio 2023 S 19.549 0 0 $0
Andrew King President, Global Components 12 Novembre 2020 S 52.721 0 0 $0
Eric Schuck President, Global Components 19 Febbraio 2015 M 30.112 0 0 $0
Peter T M Kong President, Global Components 25 Febbraio 2014 F 124.257 0 0 $0
Andrew S Bryant Chief Operating Officer 06 Giugno 2016 M 9.279 0 0 $0
Carine Lamercie Jean-Claude SVP, CLCO and Secretary 03 Settembre 2026 S 11.626 0 5 $-2.136.930
Brandon Michael Brewbaker VP, CAO, & CFP&A 20 Febbraio 2026 F 5.599 0 0 $0
Yun Sung Cho VP, Corp. Cont., & CAO 24 Febbraio 2025 S 1.549 0 0 $0
Richard A Seidlitz VP, Corp. Controller & PAO 16 Febbraio 2024 F 6.877 0 0 $0
Michael J Long Executive Chairman 17 Marzo 2023 S 184.731 0 0 $0
Vincent P Melvin SVP, Chief Information Officer 15 Novembre 2022 S 19.381 0 0 $0
David Alan West SVP, Executive Advisor 10 Maggio 2022 M 13.446 0 0 $0
Wei Victor Alejandro Gao SVP, Chief Marketing Officer 09 Maggio 2022 F 15.465 0 0 $0
Charles Kostalnick II SVP, Chief Supply Chain Offr 18 Febbraio 2022 F 16.509 0 0 $0
Mary Catherine Morris Chief Strategy Officer 19 Febbraio 2021 M 18.466 0 0 $0
Lily Yan Hughes SVP & Chief Legal Officer 06 Agosto 2020 S 23.410 0 0 $0
Matthew R Anderson SVP & Chief Digital Officer 22 Febbraio 2019 F 17.200 0 0 $0
Gregory Tarpinian SVP & Chief Legal Officer 22 Febbraio 2019 F 23.074 0 0 $0
Paul J Reilly Executive Vice President 09 Giugno 2016 M 103.494 0 0 $0
Peter S Brown Senior VP & General Counsel 22 Maggio 2014 S 23.204 0 0 $0
Betty Jane Scheihing Senior Vice President 05 Maggio 2004 S 12.625 0 0 $0
Robert E Klatell Executive Vice President 29 Ottobre 2003 M 98.430 0 0 $0
Lawrence Liren Chen Direttore 12 Maggio 2026 A 3.289 0 0 $0
Gerry P Smith Direttore 12 Maggio 2026 A 9.534 0 0 $0
Mary T Mcdowell Direttore 12 Maggio 2026 A 5.638 0 0 $0
Gail Hamilton Direttore 06 Maggio 2026 M 1.795 0 0 $0
Stephen C Patrick Direttore 17 Maggio 2023 A 2.970 0 0 $0
Fabian T Garcia Direttore 17 Maggio 2023 A · 0 0 $0
Laurel J Krzeminski Direttore 16 Maggio 2023 A 5.445 0 0 $0
Barry W Perry Direttore 16 Maggio 2023 A 0 0 0 $0
Richard Hill Direttore 15 Febbraio 2022 A 2.894 0 0 $0
Martha Frances Keeth Direttore 12 Maggio 2021 A 1.735 0 0 $0
Philip K Asherman Direttore 09 Maggio 2019 A · 0 0 $0
HANSON JOHN NILS Direttore 15 Febbraio 2018 A 36.645 0 0 $0
John C Waddell Direttore 30 Luglio 2013 S 0 0 0 $0
William Mitchell Direttore 31 Dicembre 2009 S 28.902 0 0 $0
Steven Henry Gunby · 14 Agosto 2026 A 20.676 0 0 $0
Michael D Hayford · 14 Agosto 2026 A 4.119 0 0 $0
Andrew Charles Kerin · 14 Agosto 2026 A 14.490 0 1 $-228.985
Lowe Carol P · 14 Agosto 2026 A 8.004 0 0 $0
Gretchen Zech · 02 Giugno 2026 M 21.670 0 4 $-9.166.469
DUVAL DANIEL W · 31 Maggio 2012 A 23.200 0 0 $0
John Philip Mcmahon · 05 Agosto 2011 M 9.135 0 0 $0
Roger King · 15 Maggio 2011 A 3.000 0 0 $0
Karen G Mills · 18 Giugno 2009 X 22.743 0 0 $0
Cathy M Morris · 09 Marzo 2007 M 0 0 0 $0
Kevin Gilroy · 28 Febbraio 2007 A 10.000 0 0 $0
Philippe Combes · 25 Settembre 2006 A 20.000 0 0 $0
Keryn H Green · 13 Marzo 2006 M 2.375 0 0 $0
Germano Fanelli · 28 Febbraio 2006 M 22.000 0 0 $0
Bhawnesh Mathur · 27 Febbraio 2006 A 10.000 0 0 $0
Brian Mcnally · 27 Febbraio 2006 M 33.800 0 0 $0
Susan M Suver · 27 Febbraio 2006 A · 0 0 $0
Mark F Settle · 27 Febbraio 2006 A 18.450 0 0 $0
John Edward Coleman · 27 Febbraio 2006 A 20.000 0 0 $0
Jan Salsgiver · 27 Febbraio 2006 A 25.975 0 0 $0
Richard S Rosenbloom · 12 Novembre 2004 G 5.575 0 0 $0

Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato

Proprietà ETF Posseduti da 87 ETF

20

Il peso riflette solo le partecipazioni azionarie dirette (N-PORT); fondi a leva o basati su derivati possono detenere ulteriore esposizione swap non mostrata.

Fondo Peso Unità Aggiornato al Fonte
RFV · Invesco Exchange-Traded Fund Trust 4,36% 61.384 SH 01 Ottobre 2026 Giornaliero
EPSB · Harbor ETF Trust 2,34% 516 NS 31 Luglio 2026 N-PORT
AZTD · Tidal Trust I 2,28% 3.989 NS 31 Luglio 2026 N-PORT
EPMB · Harbor ETF Trust 2,24% 471 NS 31 Luglio 2026 N-PORT
XMVM · Invesco Exchange-Traded Fund Trust 1,95% 42.596 SH 01 Ottobre 2026 Giornaliero
RWK · Invesco Exchange-Traded Fund Trust … 1,58% 87.551 SH 01 Ottobre 2026 Giornaliero
XMMO · Invesco Exchange-Traded Fund Trust 1,36% 418.497 SH 01 Ottobre 2026 Giornaliero
PAMC · Pacer Funds Trust 1,15% 2.841 NS 31 Luglio 2026 N-PORT
HSMV · First Trust Exchange-Traded Fund III 0,92% 1.498 NS 31 Luglio 2026 N-PORT
VAMO · Cambria ETF Trust 0,83% 4.188 NS 31 Luglio 2026 N-PORT
NUSC · Nushares ETF Trust 0,83% 49.294 NS 31 Luglio 2026 N-PORT
LSEQ · Harbor ETF Trust 0,82% 576 NS 31 Luglio 2026 N-PORT
FFLV · FIDELITY COVINGTON TRUST 0,75% 568 NS 31 Luglio 2026 N-PORT
DFSV · Dimensional ETF Trust 0,69% 260.116 NS 31 Luglio 2026 N-PORT
FXL · First Trust Exchange-Traded AlphaDE… 0,67% 79.700 NS 31 Luglio 2026 N-PORT
IVOV · VANGUARD ADMIRAL FUNDS 0,63% 43.904 SH 19 Agosto 2026 Giornaliero
DFAT · Dimensional ETF Trust 0,54% 360.631 NS 31 Luglio 2026 N-PORT
IQSM · New York Life Investments ETF Trust 0,42% 6.427 NS 31 Luglio 2026 N-PORT
QVMM · Invesco Exchange-Traded Fund Trust … 0,36% 6.482 SH 01 Ottobre 2026 Giornaliero
PTMC · Pacer Funds Trust 0,31% 5.627 NS 31 Luglio 2026 N-PORT
IVOO · VANGUARD ADMIRAL FUNDS 0,30% 82.629 SH 19 Agosto 2026 Giornaliero
VFVA · VANGUARD WELLINGTON FUND 0,29% 11.447 SH 19 Agosto 2026 Giornaliero
FNK · First Trust Exchange-Traded AlphaDE… 0,29% 3.037 NS 31 Luglio 2026 N-PORT
BKMC · BNY Mellon ETF Trust 0,27% 8.003 NS 31 Luglio 2026 N-PORT
MIDU · Direxion Shares ETF Trust 0,24% 751 NS 31 Luglio 2026 N-PORT
FSMD · FIDELITY COVINGTON TRUST 0,23% 26.981 NS 31 Luglio 2026 N-PORT
ROUS · Lattice Strategies Trust 0,23% 7.557 NS 31 Luglio 2026 N-PORT
VBR · VANGUARD INDEX FUNDS 0,23% 744.482 SH 19 Agosto 2026 Giornaliero
FNX · First Trust Exchange-Traded AlphaDE… 0,23% 14.480 NS 31 Luglio 2026 N-PORT
JVAL · J.P. Morgan Exchange-Traded Fund Tr… 0,22% 8.526 NS 31 Luglio 2026 N-PORT
DFAS · Dimensional ETF Trust 0,22% 156.411 NS 31 Luglio 2026 N-PORT
JMOM · J.P. Morgan Exchange-Traded Fund Tr… 0,22% 25.183 NS 31 Luglio 2026 N-PORT
BBMC · J.P. Morgan Exchange-Traded Fund Tr… 0,20% 18.839 NS 31 Luglio 2026 N-PORT
SMDX · Tidal Trust III 0,18% 1.096 NS 31 Luglio 2026 N-PORT
ESML · iShares Trust 0,17% 22.920 SH 11 Settembre 2026 Giornaliero
PFIG · Invesco Exchange-Traded Fund Trust … 0,16% 223.000 01 Ottobre 2026 Giornaliero
SMMD · iShares Trust 0,15% 27.112 SH 11 Settembre 2026 Giornaliero
VB · VANGUARD INDEX FUNDS 0,13% 1.172.775 SH 19 Agosto 2026 Giornaliero
VXF · VANGUARD INDEX FUNDS 0,12% 586.844 SH 19 Agosto 2026 Giornaliero
BSCT · Invesco Exchange-Traded Self-Indexe… 0,12% 3.447.000 30 Settembre 2026 Giornaliero
BSCS · Invesco Exchange-Traded Self-Indexe… 0,11% 4.062.000 01 Ottobre 2026 Giornaliero
IWS · iShares Trust 0,11% 75.592 SH 11 Settembre 2026 Giornaliero
WSML · iShares Trust 0,10% 3.227 SH 11 Settembre 2026 Giornaliero
FTEC · FIDELITY COVINGTON TRUST 0,10% 92.668 NS 31 Luglio 2026 N-PORT
VFMO · VANGUARD WELLINGTON FUND 0,10% 9.777 SH 19 Agosto 2026 Giornaliero
VGT · VANGUARD WORLD FUND 0,09% 709.373 SH 19 Agosto 2026 Giornaliero
TILT · FlexShares Trust 0,09% 9.006 NS 31 Luglio 2026 N-PORT
FAB · First Trust Exchange-Traded AlphaDE… 0,09% 671 NS 31 Luglio 2026 N-PORT
IWR · iShares Trust 0,08% 208.197 SH 11 Settembre 2026 Giornaliero
PRF · Invesco Exchange-Traded Fund Trust 0,08% 34.330 SH 01 Ottobre 2026 Giornaliero
IUS · Invesco Exchange-Traded Self-Indexe… 0,07% 3.011 SH 01 Ottobre 2026 Giornaliero
DXUV · Dimensional ETF Trust 0,07% 1.769 NS 31 Luglio 2026 N-PORT
EQAL · Invesco Exchange-Traded Fund Trust … 0,07% 2.365 SH 01 Ottobre 2026 Giornaliero
DFSU · Dimensional ETF Trust 0,07% 7.027 NS 31 Luglio 2026 N-PORT
DFUV · Dimensional ETF Trust 0,06% 43.074 NS 31 Luglio 2026 N-PORT
IYW · iShares Trust 0,05% 62.987 SH 11 Settembre 2026 Giornaliero
DFAC · Dimensional ETF Trust 0,05% 111.946 NS 31 Luglio 2026 N-PORT
IGM · iShares Trust 0,05% 24.034 SH 11 Settembre 2026 Giornaliero
DCOR · Dimensional ETF Trust 0,05% 7.169 NS 31 Luglio 2026 N-PORT
IUSV · iShares Trust 0,03% 44.704 SH 11 Settembre 2026 Giornaliero
VONV · VANGUARD SCOTTSDALE FUNDS 0,03% 30.708 SH 19 Agosto 2026 Giornaliero
IWD · iShares Trust 0,03% 112.920 SH 11 Settembre 2026 Giornaliero
DFAU · Dimensional ETF Trust 0,02% 12.617 NS 31 Luglio 2026 N-PORT
VTI · VANGUARD INDEX FUNDS 0,02% 1.624.322 SH 19 Agosto 2026 Giornaliero
VONE · VANGUARD SCOTTSDALE FUNDS 0,02% 8.412 SH 19 Agosto 2026 Giornaliero
ESGV · VANGUARD WORLD FUND 0,02% 11.502 SH 19 Agosto 2026 Giornaliero
DFUS · Dimensional ETF Trust 0,02% 15.818 NS 31 Luglio 2026 N-PORT
IWV · iShares Trust 0,02% 14.753 SH 10 Settembre 2026 Giornaliero
IWB · iShares Trust 0,02% 35.122 SH 11 Settembre 2026 Giornaliero
IYY · iShares Trust 0,02% 2.145 SH 10 Settembre 2026 Giornaliero
ITOT · iShares Trust 0,01% 65.567 SH 11 Settembre 2026 Giornaliero
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0,01% 41.960 SH 19 Agosto 2026 Giornaliero
VTHR · VANGUARD SCOTTSDALE FUNDS 0,01% 4.281 SH 19 Agosto 2026 Giornaliero
DFLV · Dimensional ETF Trust 0,00% 40 NS 31 Luglio 2026 N-PORT
BIV · VANGUARD BOND INDEX FUNDS · · 15 Luglio 2026 Giornaliero
BSV · VANGUARD BOND INDEX FUNDS · · 15 Luglio 2026 Giornaliero
BND · VANGUARD BOND INDEX FUNDS · · 15 Luglio 2026 Giornaliero
VCSH · VANGUARD SCOTTSDALE FUNDS · · 15 Luglio 2026 Giornaliero
VCIT · VANGUARD SCOTTSDALE FUNDS · · 15 Luglio 2026 Giornaliero
BNDW · VANGUARD SCOTTSDALE FUNDS · · 14 Luglio 2026 Giornaliero
IJH · iShares Trust · 1.794.283 SH 11 Settembre 2026 Giornaliero
IJJ · iShares Trust · 260.732 SH 21 Agosto 2026 Giornaliero
XJH · iShares Trust · 6.986 SH 08 Settembre 2026 Giornaliero
ISCB · iShares Trust · 1.936 SH 11 Settembre 2026 Giornaliero
ISCV · iShares Trust · 9.578 SH 11 Settembre 2026 Giornaliero
SMLF · iShares Trust · 39.206 SH 11 Settembre 2026 Giornaliero
SMMV · iShares Trust · 1.328 SH 19 Agosto 2026 Giornaliero

ARW Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo

21
rating · 10 analisti COMPRA
Target mediano $245.00 +1,2%
1 10,0% Acquisto forte
5 50,0% Compra
3 30,0% Mantieni
1 10,0% Vendi
0 0,0% Vendita forte

Target Price a 12 Mesi

4 analisti · 2026-09-20

Target medio $235.00 -2,9%

Ora Prezzo attuale $242.01
Basso$200.00 Media$235.00 Alto$250.00

Confronto Peer (GICS sub-settore industriale) Metriche chiave rispetto ai pari del settore

22

Base FY, prezzi alla chiusura dell'ultimo anno fiscale di ciascuna società.

Ticker Capitalizzazione di Mercato P/E Rev YoY Margine Netto ROE Margine lordo
ARW $5.63B 10.1 10.5% 1.8% 9.2% 11.2%
SNX $15.10B 15.3 6.9% 1.3% 10.0% 7.0%
CDW $17.62B 16.9 6.8% 4.8% 42.0% 21.7%
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%

Ultime notizie Notizie recenti che menzionano questa società

23

Le Mie Metriche La tua watchlist personale — righe selezionate da Fondamentali Completi

26

Scegli le metriche che contano per te: fai clic sul + accanto a qualsiasi riga in Fondamentali Completi sopra.

La tua selezione è salvata e ti segue su tutti i ticker.

Fonte: SEC 10-Q depositato Ago 6, 2026