Arrow CFO Buys 4,423 Shares in Quiet Confidence Move Amid Steady Arrow Electronics Growth Flash

Arrow Electronics Insider Activity: CFO’s Recent Purchases and Market Context

Arrow Electronics’ latest insider filing shows Chief Financial Officer Agrawal Rajesh K. buying 4,423 shares on 11 Feb 2026, adding to his post‑transaction holding of 64,963 shares. The purchase was made at the market price of $155.44, the same level at which the stock closed on that day ($155.64). In the same filing, the CFO sold 1,955 shares to cover tax withholding on performance‑stock units and 1,107 shares to cover restricted‑stock‑unit tax, bringing his holdings down to 63,008 and 61,901 respectively. This pattern of buying after vesting, coupled with tax‑covering sales, is typical of a CFO who is rewarded through deferred compensation that vests over time.

Implications for Investors

The net effect of the CFO’s transactions is a modest net purchase of 4,423 shares. Given Arrow’s large market cap ($8.06 bn) and the fact that the CFO’s holdings represent only a few percentage points of the float, the move is unlikely to trigger immediate market moves. However, insider buying—especially from a senior executive with direct access to corporate strategy—often signals confidence in the company’s near‑term performance. In a market where Arrow’s share price has slipped 1.9 % over the week but remains only 0.9 % below its 52‑week high, such a purchase could be interpreted as a bullish cue for cautious investors.

The broader insider activity on 11 Feb 2026 was mixed: several executives (Brewbaker, Lamercie, Marano, Nowak, Zech) performed both buys and sells, indicating routine vesting and tax‑withholding flows rather than a coordinated directional bet. The lack of large, aggressive purchases or sales by the CFO or his peers suggests that Arrow is in a stable, albeit slightly sideways, phase of its cycle.

Profile of Agrawal Rajesh K.

Agrawal’s historical filing record shows a pattern of disciplined, vest‑and‑sell activity. On 10 Feb 2026 he bought 7,370 shares, bringing his holdings to 60,540. Earlier, on 12 Sep 2025 he sold 4,414 shares at $128.34, reducing his stake to 53,170. This sequence—buy after a vesting event, sell when the stock is trading at a discount to the long‑term average—suggests a strategy of capitalizing on vesting gains while maintaining a modest exposure. His current holding of ~65 k shares represents roughly 0.8 % of the company’s total shares, a sizeable but non‑controlling stake that aligns with a senior executive’s typical equity allotment.

What It Means for Arrow’s Future

Arrow’s business model—global distribution of electronic components—has weathered the transition to electric vehicles and automotive electrification, as noted in the February 9 announcement of a program to support next‑generation vehicle architecture. The CFO’s continued ownership signals that the company’s top financial officer believes the company will continue to generate sustainable cash flow and profit growth. Analysts should watch for further insider purchases as a barometer of confidence, but the current data points to a steady, if not aggressive, growth trajectory rather than a breakout or turnaround phase.

In summary, Arrow Electronics’ CFO is adding to his stake in line with vesting rewards, while other insiders are engaging in routine tax‑covering sales. For investors, the net insider buying provides a subtle endorsement of Arrow’s current strategy and financial health, but the scale of the transaction suggests a cautious, long‑term investment stance rather than a short‑term trading opportunity.