Mitsubishi UFJ Trust & Banking Corp Sells 142,875 Shares of Arista Networks, Inc. $ANET

Mitsubishi UFJ Trust & Banking Corp trimmed its holdings in Arista Networks, Inc. (NYSE:ANET) by 9.6% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,346,392 shares of the technology company’s stock after selling 142,875 shares during the quarter. Mitsubishi UFJ Trust & Banking Corp’s holdings in Arista Networks were worth $196,183,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors also recently bought and sold shares of the business. Bare Financial Services Inc grew its holdings in Arista Networks by 2,118.2% in the second quarter. Bare Financial Services Inc now owns 244 shares of the technology company’s stock worth $25,000 after purchasing an additional 233 shares during the period. AdvisorNet Financial Inc lifted its holdings in shares of Arista Networks by 56.7% during the third quarter. AdvisorNet Financial Inc now owns 199 shares of the technology company’s stock valued at $29,000 after purchasing an additional 72 shares during the last quarter. Richardson Financial Services Inc. boosted its position in shares of Arista Networks by 141.3% in the 3rd quarter. Richardson Financial Services Inc. now owns 222 shares of the technology company’s stock worth $32,000 after purchasing an additional 130 shares in the last quarter. REAP Financial Group LLC grew its stake in shares of Arista Networks by 108.0% in the 2nd quarter. REAP Financial Group LLC now owns 337 shares of the technology company’s stock worth $34,000 after buying an additional 175 shares during the last quarter. Finally, SJS Investment Consulting Inc. grew its stake in shares of Arista Networks by 979.2% in the 3rd quarter. SJS Investment Consulting Inc. now owns 259 shares of the technology company’s stock worth $38,000 after buying an additional 235 shares during the last quarter. 82.47% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of brokerages have issued reports on ANET. Piper Sandler upgraded Arista Networks from a “neutral” rating to an “overweight” rating and lifted their price objective for the company from $145.00 to $159.00 in a research note on Monday, January 5th. Zacks Research downgraded Arista Networks from a “strong-buy” rating to a “hold” rating in a report on Monday, October 6th. Morgan Stanley lowered their price target on Arista Networks from $171.00 to $159.00 and set an “overweight” rating for the company in a research report on Wednesday, December 17th. Barclays reissued an “overweight” rating and set a $183.00 price objective (up from $179.00) on shares of Arista Networks in a research report on Wednesday, November 5th. Finally, UBS Group restated a “buy” rating and set a $155.00 price objective on shares of Arista Networks in a research note on Wednesday, December 3rd. Seventeen analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $164.44.

Arista Networks Price Performance

Arista Networks stock opened at $136.30 on Friday. Arista Networks, Inc. has a one year low of $59.43 and a one year high of $164.94. The business’s fifty day moving average is $128.62 and its 200 day moving average is $133.71. The stock has a market capitalization of $171.64 billion, a PE ratio of 51.82, a price-to-earnings-growth ratio of 2.33 and a beta of 1.41.

Arista Networks (NYSE:ANET) last issued its earnings results on Tuesday, November 4th. The technology company reported $0.75 earnings per share for the quarter, topping analysts’ consensus estimates of $0.72 by $0.03. The business had revenue of $2.31 billion during the quarter, compared to analyst estimates of $2.26 billion. Arista Networks had a return on equity of 30.28% and a net margin of 39.73%.Arista Networks’s revenue was up 27.5% on a year-over-year basis. During the same quarter in the previous year, the firm earned $2.40 EPS. As a group, sell-side analysts expect that Arista Networks, Inc. will post 2.2 EPS for the current fiscal year.

Insider Activity

In other Arista Networks news, Director Charles H. Giancarlo sold 8,000 shares of Arista Networks stock in a transaction that occurred on Friday, January 2nd. The shares were sold at an average price of $133.79, for a total value of $1,070,320.00. Following the completion of the sale, the director owned 17,784 shares of the company’s stock, valued at approximately $2,379,321.36. The trade was a 31.03% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Jayshree Ullal sold 24,042 shares of the business’s stock in a transaction on Tuesday, November 25th. The shares were sold at an average price of $124.55, for a total transaction of $2,994,431.10. Following the sale, the chief executive officer owned 9,917 shares of the company’s stock, valued at approximately $1,235,162.35. This represents a 70.80% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 216,464 shares of company stock valued at $27,687,068 over the last three months. Insiders own 3.39% of the company’s stock.

Key Arista Networks News

Here are the key news stories impacting Arista Networks this week:

• Positive Sentiment: Piper Sandler upgraded ANET to Overweight and raised its price target (to $159), citing a “year of refresh” as hyperscalers shift capex from chips to network infrastructure (800G/1.6T adoption). The upgrade reinforces the consensus Buy posture and is being cited as a primary reason for recent upside momentum. Can ‘Year of Refresh’ Thesis Reignite Arista’s AI Growth Story?
• Neutral Sentiment: ANET posted a strong short-term move (a high-volume rally noted by Zacks), which signals investor interest and liquidity — but Zacks warns that recent earnings estimate revision trends may not sustain the move without confirmatory earnings/capex data. Momentum is present, but fundamentals and guidance will need to follow. Arista Networks (ANET) Moves 8.7% Higher: Will This Strength Last?
• Neutral Sentiment: General sector coverage highlights cloud and AI infrastructure as themes investors can use for exposure; this is background tailwind for Arista but not company-specific news that directly moves the stock. Treat as thematic support rather than a catalyst. Seeking Cloud Exposure? Use This Tool
• Negative Sentiment: Insider selling: SEC filings show Kenneth Duda sold shares in recent January transactions (two filings totalling ~56,000 shares at about $128.43 each). Insider sales can raise short-term caution among investors, especially given Arista’s customer concentration and high valuation. SEC Filing — Insider Sales

Arista Networks Company Profile

Arista Networks, Inc is a technology company that designs and sells cloud networking solutions for large-scale data centers and enterprise environments. The company is best known for its high-performance switching and routing platforms, which are used to build scalable, low-latency networks for cloud service providers, internet companies, financial services, telecommunications, and enterprise IT. Arista’s offerings emphasize programmability, automation and telemetry to support modern, software-driven network architectures.

Central to Arista’s product portfolio is its Extensible Operating System (EOS), a modular network operating system that provides consistent programmability, stateful control and advanced visibility across the company’s hardware platforms.