Dimensional US Small Cap Value ETF -- Insider Buying Index Registering 11.6%
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Aug 11 2025
0mins
Should l Buy ARW?
Source: NASDAQ.COM
Insider Buying Activity: The Dimensional US Small Cap Value ETF (DFSV) has 11.6% of its holdings experiencing insider buying in the past six months, with notable purchases from directors and officers at Arrow Electronics and UMB Financial Corp.
ETF Holdings Overview: Arrow Electronics constitutes 0.54% of DFSV's total assets, while UMB Financial Corp makes up approximately 0.28%, indicating significant investment interest in these companies by insiders.
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Analyst Views on ARW
Wall Street analysts forecast ARW stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for ARW is 107.00 USD with a low forecast of 94.00 USD and a high forecast of 120.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
2 Analyst Rating
0 Buy
1 Hold
1 Sell
Moderate Sell
Current: 141.100
Low
94.00
Averages
107.00
High
120.00
Current: 141.100
Low
94.00
Averages
107.00
High
120.00
About ARW
Arrow Electronics, Inc. sources and engineers’ technology for thousands of manufacturers, service providers, and users of enterprise computing solutions. Its segments include global components and global ECS. It distributes electronic components to original equipment manufacturers and equipment manufacturers providers through its global components segment and provides enterprise computing solutions to value-added resellers and managed service providers through its global ECS reportable segment. The global ECS portfolio includes datacenter, cloud, security, and analytics solutions. Global ECS further supports customers by enabling their software and cloud solutions businesses through ArrowSphere, a software and cloud marketplace and management platform. It maintains over 140 sales facilities and 36 distribution and value-added centers, serving over 85 countries. It has operations in each of the three electronics markets, including the Americas, the EMEA and the Asia/Pacific regions.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Arrow Electronics Q4 2025 Earnings Highlights
- Significant Revenue Growth: Arrow Electronics reported Q4 2025 revenue of $8.7 billion, a 20% year-over-year increase that exceeded expectations, indicating strong performance in market recovery and likely boosting shareholder returns.
- Value-Added Services Expansion: In 2025, the contribution of value-added services to total operating income rose from under 20% to approximately 30%, a strategic shift that is expected to drive higher profit growth and enhance market competitiveness.
- Stock Buyback Program: The company repurchased $50 million in stock during Q4, bringing total buybacks since 2020 to $3.6 billion, demonstrating management's confidence in future growth and commitment to shareholders.
- Optimistic Outlook: Management projects Q1 2026 sales between $7.95 billion and $8.55 billion, representing a 21% year-over-year increase, reflecting gradual improvement in market demand and sustained growth potential in key sectors.
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- Positive Future Outlook: The company projects Q1 2026 consolidated sales between $7.95 billion and $8.55 billion, with global components sales expected to be $5.75 billion to $6.15 billion and enterprise computing solutions sales between $2.20 billion and $2.40 billion, showcasing ongoing growth potential.
- Robust Net Income Projections: Expected diluted net income per share ranges from $2.13 to $2.33, with non-GAAP diluted net income per share between $2.70 and $2.90, reflecting effective strategies in cost control and profitability enhancement.
- Significant Currency Impact: Changes in foreign currencies are expected to increase sales by approximately $263 million and diluted EPS by $0.10, demonstrating the company's adaptability in the global market and the positive influence of external factors.
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- Revenue Expectations: The anticipated revenue for Q4 is $8.16 billion, representing a 12.0% year-over-year increase, showcasing strong market demand despite facing some margin pressures.
- Historical Performance: Over the past two years, Arrow Electronics has exceeded EPS estimates 100% of the time and revenue estimates 88% of the time, demonstrating the company's robust forecasting capabilities and bolstering investor confidence.
- Estimate Revision Dynamics: In the last three months, EPS estimates saw one upward revision and three downward adjustments, while revenue estimates experienced no upward revisions and four downward adjustments, potentially reflecting a cautious market outlook on the company's future performance.
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- Honor Recognition: Arrow Electronics has been named to Fortune's World's Most Admired Companies list for the 26th time, ranking among the top in the 'Wholesalers: Electronics and Office Equipment' category, highlighting its leadership and brand influence in the industry.
- Financial Soundness: The company was recognized for its high performance in financial soundness and product/service quality, further solidifying its competitive advantage in the global market.
- Executive Feedback: The list is based on input from thousands of executives, directors, and members of the financial community, reflecting Arrow's strong reputation and trust within the industry.
- Sales Performance: Arrow Electronics anticipates global sales of $28 billion in 2024, indicating robust growth potential and market demand for its technology solutions.
See More
Arrow Electronics Partners with .lumen to Launch Intelligent Guide Glasses for Enhanced Mobility
- Technological Innovation: Arrow Electronics collaborates with Romanian startup .lumen to launch intelligent guide glasses that utilize proprietary pedestrian autonomous driving AI technology, aiming to enhance mobility solutions and improve the quality of life for millions.
- Product Features: The glasses integrate six cameras and real-time haptic feedback to continuously scan the environment, detect obstacles, and provide safe path guidance, ensuring reliable navigation in complex settings and enhancing user independence.
- Production Support: Arrow provides comprehensive engineering and supply chain services to .lumen, including the identification, sourcing, and integration of electronic components, ensuring efficient production and cost control to expedite the product's market entry.
- Market Potential: The glasses are currently available for order, with future software updates planned to integrate mapping services, further enhancing navigation capabilities and signaling the broad application potential of smart assistive technology in the accessibility sector.
See More
Arrow International Secures First Certification for Electronic Pull Tabs in Indiana
- Historic Certification: Arrow International becomes the first company to receive full approval for electronic pull tab gaming in Indiana, marking a significant milestone in the modernization of charitable gaming organizations and expected to create new revenue opportunities for qualifying veteran and fraternal organizations.
- Community Impact: This initiative not only enhances compliance and integrity in Indiana's charitable gaming landscape but also fosters community development through collaboration with local organizations, ensuring they can better support their missions.
- Rapid Deployment Plan: Arrow International is aggressively moving forward with the deployment of electronic pull tab devices during the holiday season, ensuring participating organizations are operational ahead of New Year celebrations and positioned for continued growth into 2026.
- Operational Expertise: Leveraging its extensive experience and expertise in charitable gaming, Arrow International ensures a seamless rollout of electronic pull tab technology, helping Indiana organizations unlock new potential to support their missions and local communities.
See More
Arrow Electronics Q4 2025 Earnings Highlights
- Significant Revenue Growth: Arrow Electronics reported Q4 2025 revenue of $8.7 billion, a 20% year-over-year increase that exceeded expectations, indicating strong performance in market recovery and likely boosting shareholder returns.
- Value-Added Services Expansion: In 2025, the contribution of value-added services to total operating income rose from under 20% to approximately 30%, a strategic shift that is expected to drive higher profit growth and enhance market competitiveness.
- Stock Buyback Program: The company repurchased $50 million in stock during Q4, bringing total buybacks since 2020 to $3.6 billion, demonstrating management's confidence in future growth and commitment to shareholders.
- Optimistic Outlook: Management projects Q1 2026 sales between $7.95 billion and $8.55 billion, representing a 21% year-over-year increase, reflecting gradual improvement in market demand and sustained growth potential in key sectors.
See More
Arrow Electronics Q4 Earnings Exceed Expectations
- Strong Earnings Report: Arrow Electronics reported a Q4 non-GAAP EPS of $4.39, beating expectations by $0.83, with revenue reaching $8.75 billion, a 20.2% year-over-year increase, exceeding forecasts by $590 million, indicating robust market demand and execution.
- Positive Future Outlook: The company projects Q1 2026 consolidated sales between $7.95 billion and $8.55 billion, with global components sales expected to be $5.75 billion to $6.15 billion and enterprise computing solutions sales between $2.20 billion and $2.40 billion, showcasing ongoing growth potential.
- Robust Net Income Projections: Expected diluted net income per share ranges from $2.13 to $2.33, with non-GAAP diluted net income per share between $2.70 and $2.90, reflecting effective strategies in cost control and profitability enhancement.
- Significant Currency Impact: Changes in foreign currencies are expected to increase sales by approximately $263 million and diluted EPS by $0.10, demonstrating the company's adaptability in the global market and the positive influence of external factors.
See More
Arrow Electronics Set to Announce Q4 Earnings on February 5th
- Earnings Announcement Date: Arrow Electronics is scheduled to release its Q4 earnings on February 5th after market close, with a consensus EPS estimate of $3.57, reflecting a 20.2% year-over-year growth, indicating sustained profitability.
- Revenue Expectations: The anticipated revenue for Q4 is $8.16 billion, representing a 12.0% year-over-year increase, showcasing strong market demand despite facing some margin pressures.
- Historical Performance: Over the past two years, Arrow Electronics has exceeded EPS estimates 100% of the time and revenue estimates 88% of the time, demonstrating the company's robust forecasting capabilities and bolstering investor confidence.
- Estimate Revision Dynamics: In the last three months, EPS estimates saw one upward revision and three downward adjustments, while revenue estimates experienced no upward revisions and four downward adjustments, potentially reflecting a cautious market outlook on the company's future performance.
See More
Arrow Electronics Named to Fortune's Most Admired Companies List for 26th Time
- Honor Recognition: Arrow Electronics has been named to Fortune's World's Most Admired Companies list for the 26th time, ranking among the top in the 'Wholesalers: Electronics and Office Equipment' category, highlighting its leadership and brand influence in the industry.
- Financial Soundness: The company was recognized for its high performance in financial soundness and product/service quality, further solidifying its competitive advantage in the global market.
- Executive Feedback: The list is based on input from thousands of executives, directors, and members of the financial community, reflecting Arrow's strong reputation and trust within the industry.
- Sales Performance: Arrow Electronics anticipates global sales of $28 billion in 2024, indicating robust growth potential and market demand for its technology solutions.
See More
Arrow Electronics Partners with .lumen to Launch Intelligent Guide Glasses for Enhanced Mobility
- Technological Innovation: Arrow Electronics collaborates with Romanian startup .lumen to launch intelligent guide glasses that utilize proprietary pedestrian autonomous driving AI technology, aiming to enhance mobility solutions and improve the quality of life for millions.
- Product Features: The glasses integrate six cameras and real-time haptic feedback to continuously scan the environment, detect obstacles, and provide safe path guidance, ensuring reliable navigation in complex settings and enhancing user independence.
- Production Support: Arrow provides comprehensive engineering and supply chain services to .lumen, including the identification, sourcing, and integration of electronic components, ensuring efficient production and cost control to expedite the product's market entry.
- Market Potential: The glasses are currently available for order, with future software updates planned to integrate mapping services, further enhancing navigation capabilities and signaling the broad application potential of smart assistive technology in the accessibility sector.
See More
Arrow International Secures First Certification for Electronic Pull Tabs in Indiana
- Historic Certification: Arrow International becomes the first company to receive full approval for electronic pull tab gaming in Indiana, marking a significant milestone in the modernization of charitable gaming organizations and expected to create new revenue opportunities for qualifying veteran and fraternal organizations.
- Community Impact: This initiative not only enhances compliance and integrity in Indiana's charitable gaming landscape but also fosters community development through collaboration with local organizations, ensuring they can better support their missions.
- Rapid Deployment Plan: Arrow International is aggressively moving forward with the deployment of electronic pull tab devices during the holiday season, ensuring participating organizations are operational ahead of New Year celebrations and positioned for continued growth into 2026.
- Operational Expertise: Leveraging its extensive experience and expertise in charitable gaming, Arrow International ensures a seamless rollout of electronic pull tab technology, helping Indiana organizations unlock new potential to support their missions and local communities.
See More
