Inside the research

Avnet, Inc.

AVT Research profile · latest available data

Price overview

$103.08

▲ +2.17 (+2.2%)

52w hi$103.08
52w lo$43.47
Vol1.20M
As of25 Sep 2026

The Verdict

Buy

Our score +0.58

Short+0.08
Medium+0.88
Long+0.99

computed 2026-09-27

Key fundamentals

Avnet, Inc.

Technology · Electronics & Computer Distribution

Market cap$8.46B
Enterprise value$11.78B
Trailing P/E25.70x
Forward P/E9.33x
EV / EBITDA12.48x
P / S (ttm)0.31x
Profit margin1.2%
Return on equity6.7%
Revenue growth+47.7%
Earnings growth+1968.9%
Debt / equity69.20

Layer Breakdown

LayerRawContribution
Fundamental+0.38
Sector+0.19
Technical+0.19
Earnings+0.00
Sentiment+0.00

macro × 1.00 · 2026-09-27

Business overview

Avnet, Inc., engages in the distribution of electronic component technology in the Americas, Europe, the Middle East, Africa, and Asia/Pacific. The company operates through two segments, Electronic Components and Farnell. It markets, sells, and distributes semiconductors; interconnect, passive, and electromechanical components; and other integrated and embedded components from electronic component manufacturers. The company also offers design support that provides engineers with technical design solutions; engineering and technical resources to support product design, bill of materials development, and technical education and training; and supply chain solutions which provides support, warehousing, and logistics services to original equipment manufacturers, electronic manufacturing service providers, and electronic component manufacturers. In addition, it provides embedded solutions, such as technical design, integration, and assembly of embedded products, systems, and solutions, as well as embedded display solutions comprising touch and passive displays; and develops and produces standard board and industrial subsystems, and application-specific devices that enable it to produce systems tailored to specific customer requirements. The company serves various markets, such as engineering, product prototyping, integration, and other value-added services in the medical, telecommunications, industrial, and digital editing. Further, it distributes kits, tools, and electronic and industrial automation components, as well as test and measurement products to engineers and entrepreneurs. The company was founded in 1921 and is headquartered in Phoenix, Arizona.

United States · www.avnet.com

Risk Metrics

Beta vs SPX1.18
Corr SPX0.55
Annual vol34.5%
Annual ret+39.4%
Sharpe1.14
Max DD-28.0%

Window: 504 trading days (504 obs)

Analyst Coverage

Mean PT$81.50
High / Low$95.00 / $66.00
Median$82.50
Analysts4
Strong Buy0
Buy2
Hold0
Sell1
Strong Sell1

Recent rating actions

2026-04-30Wells Fargo→ Underweight
2026-04-30Truist Securities→ Buy
2026-04-13Truist Securities→ Buy
2026-01-29Wells Fargo→ Underweight
2026-01-29Truist Securities→ Hold
2025-10-30Truist Securities→ Hold

Material Events

DateEvent8-K
2026-08-05Earnings Release, Exhibitsread
2026-07-06Material Agreement, Material Obligation…read
2026-04-29Earnings Release, Exhibitsread
2026-01-28Earnings Release, Exhibitsread
2025-11-21Shareholder Vote, Exhibitsread
2025-10-29Earnings Release, Exhibitsread
2025-10-03Auditor Change, Exhibitsread
2025-09-05Material Agreement, Material Obligation…read
2025-08-28Material Agreement, Material Obligation…read
2025-08-06Earnings Release, Exhibitsread
2025-07-03Material Agreement, Material Obligation…read
2025-04-30Earnings Release, Exhibitsread

Insider Trades

DateInsiderRoleActionSharesValue
2026-08-12GALLAGHER PHILIP RChief Executive OfficerOption exercise31.90K$1.27M
2026-08-12GALLAGHER PHILIP RChief Executive OfficerOption exercise20.00K$587.60K
2026-08-12GALLAGHER PHILIP RChief Executive OfficerSell31.90K$3.14M
2026-08-12GALLAGHER PHILIP RChief Executive OfficerSell20.00K$1.97M
2026-05-22JACOBSON KENNETH AChief Financial OfficerSell12.00K$1.02M
2026-05-05GALLAGHER PHILIP RChief Executive OfficerSell23.92K$1.98M
2026-05-05GALLAGHER PHILIP RChief Executive OfficerOption exercise23.92K$1.16M

Flow & Concentration

Insider 180d net-$8.12M
Insider buys / sells0 / 4
Insider biasSellers
13F holders9
Top-5 share95.3%
HHI2,674 (concentrated)

Top Holders

HolderValueShares
AQR Capital Management$346.14M3.93M
State Street Corp$236.29M2.66M
Fidelity / FMR LLC$164.45M1.85M
Millennium Management$72.36M814.63K
Citadel Advisors$23.12M260.29K
Renaissance Technologies$18.13M204.10K
Capital Research / Capital World$16.56M186.46K
Bridgewater Associates$7.21M81.16K
T. Rowe Price Group$6.70K75.45K

As of 2026-06-30

Dividends

Yield (TTM)0.68%
$ / share (TTM)$0.70
5y CAGR+10.1%

Annual dividend per share

2021$0.91
2022$1.10
2023$1.20
2024$1.28
2025$1.36
2026$0.35

SEC Filings

DateFormDoc
2026-08-1410-Kview
2026-08-134view
2026-08-058-Kview
2026-07-068-Kview
2026-07-024view
2026-06-224view
2026-06-224view
2026-06-224view
2026-06-224view
2026-06-224view
2026-06-224view
2026-05-264view
2026-05-064view
2026-05-0110-Qview
2026-04-298-Kview

The Long Run

FY 2010–2025 · 15 years

LineLatestCAGRTrend
Revenue$22.20B+1.1%
Gross profit$2.38B+0.2%
Operating income$514.25M-1.5%
Net income$240.22M-5.2%
Cash from ops$724.50M+6.0%

Indices

S&P MidCap 400

Recent Sessions

DateOpenHighLowCloseVol
Sep 25$102.00$104.58$101.55$103.081.20M
Sep 24$99.22$101.80$97.35$100.911.54M
Sep 23$98.31$102.70$97.63$101.151.76M
Sep 22$95.35$98.37$95.25$98.25924.70K
Sep 21$97.01$98.40$95.05$95.481.39M

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