Arrow CFO Buys 7,370 RSUs, Betting on 2027 Growth Amid Insider Optimism

Arrow Electronics Insider Deal: CFO Buys Restricted Stock Units in a Quiet Move

Arrow Electronics’ latest insider filing on February 10, 2026 shows Chief Financial Officer Agrawal Rajesh K. purchasing 7,370 shares of restricted stock units (RSUs) that will vest over the next four years. The transaction is valued at zero per share because the RSUs are awarded, not purchased outright, and the deal will increase Mr. Agrawal’s post‑transaction holdings to 60,540 shares—roughly 0.74 % of the company’s equity. While the market price on the day of filing was $157.81, the buy was executed at an internal valuation that will vest in 2027, implying confidence in Arrow’s long‑term trajectory rather than a short‑term speculative play.

What This Means for Investors

From an investment perspective, the CFO’s RSU grant signals management’s belief in Arrow’s future cash flows and strategic initiatives, notably the recent push toward next‑generation vehicle electronic architecture. RSUs are typically granted to align executives’ interests with shareholders, so a new tranche suggests that the company expects its stock to remain attractive over the vesting period. Moreover, the grant comes amid a broader wave of insider buying—including a sizable purchase by interim CEO Austen William F. on September 30, 2025—indicating that top leadership feels buoyed by the company’s performance and market position. For investors, this insider optimism can serve as a positive indicator, especially when coupled with Arrow’s robust quarterly results and a price‑to‑earnings ratio of 14.47 that sits comfortably below many of its peers.

Historical Buying and Selling Patterns of Agrawal

Agrawal’s transaction history paints a picture of a cautious but engaged executive. In September 2025, he sold 4,414 shares at $128.34 each, reducing his stake from 57,584 to 53,170 shares. That sale was the most significant out‑flow in his recent history and likely reflected a need for liquidity or a strategic rebalancing. By contrast, the current RSU grant is a forward‑looking move that does not affect his cash position but increases his future equity exposure. Over the past year, the CFO has avoided large purchases of common stock, focusing instead on RSU awards that tie his compensation to long‑term performance. This pattern suggests a preference for aligning incentives with shareholders while maintaining a stable personal stake in the company.

Broader Insider Activity Context

Arrow’s insider activity in 2025 saw a mix of purchases and sales across the board. The CEO’s own equity purchases—8,630 shares in early August and a 518‑share sale in May—illustrate a balancing act between short‑term liquidity needs and long‑term commitment. The pattern of buying deferred stock units (DSUs) and restricted stock units (RSUs) across senior leadership underscores Arrow’s broader strategy of retaining key talent through equity incentives. For investors, the prevalence of equity grants among executives can be a signal that the company is investing in its human capital, which often correlates with sustained operational excellence.

Strategic Outlook and Investor Takeaway

Arrow’s recent insider buys, particularly the CFO’s RSU grant, align with the company’s trajectory toward automotive electronics and other high‑growth segments. The fact that top executives are increasing their long‑term exposure suggests they expect the stock to appreciate over the next several years, especially given the strong quarterly performance and a 52‑week high that is still within reach. While insider buying alone should not be the sole basis for an investment decision, it adds a layer of confidence that the leadership team believes in the company’s future prospects. For investors eyeing a stable, growth‑oriented electronics distributor, Arrow’s insider activity—coupled with solid fundamentals—may be a compelling sign that the company is poised for continued success.