Insider Activity Signals Confidence in Arrow’s Growth Path On February 11, 2026, Jean‑Claude Carine Lamercie, Arrow’s Senior Vice President of Corporate‑Legal & Corporate Affairs and Corporate Secretary, executed a buy transaction that added 1,709 shares to his holdings, bringing his total to 17,970 shares. The purchase was made at the closing price of $155.64, a price that sits just $4.99 below the 52‑week high of $160.63. Lamercie’s move aligns with a broader pattern of insider buying that has been observed over the past year, suggesting that senior management believes the company’s valuation remains undervalued relative to its growth prospects.

Why the Buy Matters for Investors Lamercie’s purchase comes at a time when Arrow is riding a wave of optimism surrounding its expansion into next‑generation vehicle electrical‑electronic architecture. The company’s recent program announcement has generated buzz—an intensity of 292 % on social media—yet the market’s weekly decline of 1.73 % indicates cautious sentiment. Insider buying in this context can be read as a bullish signal; it reassures shareholders that the executives’ long‑term view is aligned with their own. Historically, Arrow insiders have mixed buying and selling, but the net buying in the past 12 months has been positive, reinforcing the notion that the company’s management remains optimistic about its trajectory.

Lamercie’s Transaction Profile A review of Lamercie’s historic trades shows a pattern of disciplined equity management. On February 10, 2026, he bought 3,204 shares at $0.00 (a vesting‑related grant), followed by a sale of 4,000 shares at $156.65 on February 11. The recent purchase of 1,709 shares at $0.00 reflects another vesting event, this time from Performance Stock Units. Across all filings, Lamercie has not engaged in large, out‑of‑line sales; his net position has steadily increased from 16,261 to 17,970 shares in a matter of days. This steady accumulation underscores a long‑term commitment to the company and a belief that Arrow’s valuation will continue to climb.

Implications for Arrow’s Future Arrow’s market cap of $8.06 billion and a price‑to‑earnings ratio of 14.2 place it comfortably within the growth‑segment of the information‑technology distribution space. The insider activity suggests that executives anticipate continued revenue expansion, particularly as the automotive electronics market gains traction. For investors, the combination of insider buying, a modestly positive sentiment, and high social‑media buzz indicates a potential upside. However, the company’s price has already moved near its 52‑week high, so any additional upside may be modest until the next earnings cycle confirms sustained growth.

Takeaway for the Investment Community Lamercie’s recent share acquisition, set against a backdrop of active insider trading and robust market buzz, signals confidence in Arrow’s strategic initiatives. While the stock remains near its peak, the steady accumulation by senior management provides a positive backdrop for investors considering a position in a company positioned to capitalize on the burgeoning automotive electronics sector.

DateOwnerTransaction TypeSharesPrice per ShareSecurity
2026-02-11Jean-Claude Carine Lamercie (SVP, CLCO and Secretary)Buy1,709.00N/ACommon Stock
2026-02-11Jean-Claude Carine Lamercie (SVP, CLCO and Secretary)Sell782.00157.81Common Stock
2026-02-11Jean-Claude Carine Lamercie (SVP, CLCO and Secretary)Sell484.00157.81Common Stock
2026-02-11Marano Richard John (President, Global Components)Buy1,206.00N/ACommon Stock
2026-02-11Marano Richard John (President, Global Components)Sell554.00157.81Common Stock
2026-02-11Marano Richard John (President, Global Components)Sell975.00157.81Common Stock
2026-02-11Nowak Eric (President, Global ECS)Buy1,407.00N/ACommon Stock
2026-02-11Zech Gretchen (SVP, Chief Gov, Sust, HR Offr)Buy3,016.00N/ACommon Stock
2026-02-11Zech Gretchen (SVP, Chief Gov, Sust, HR Offr)Sell1,341.00157.81Common Stock
2026-02-11Zech Gretchen (SVP, Chief Gov, Sust, HR Offr)Sell865.00157.81Common Stock