Park Avenue Securities LLC Raises Position in Arista Networks, Inc. $ANET

Park Avenue Securities LLC lifted its holdings in Arista Networks, Inc. (NYSE:ANET) by 10.1% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 110,952 shares of the technology company’s stock after purchasing an additional 10,166 shares during the quarter. Park Avenue Securities LLC’s holdings in Arista Networks were worth $14,538,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Norges Bank acquired a new stake in Arista Networks in the second quarter worth about $1,228,177,000. Massachusetts Financial Services Co. MA increased its holdings in shares of Arista Networks by 2,829.0% during the third quarter. Massachusetts Financial Services Co. MA now owns 5,721,156 shares of the technology company’s stock valued at $833,630,000 after acquiring an additional 5,525,828 shares in the last quarter. Arrowstreet Capital Limited Partnership increased its holdings in shares of Arista Networks by 82.5% during the third quarter. Arrowstreet Capital Limited Partnership now owns 9,587,115 shares of the technology company’s stock valued at $1,396,939,000 after acquiring an additional 4,332,659 shares in the last quarter. Holocene Advisors LP purchased a new position in shares of Arista Networks in the 2nd quarter valued at approximately $247,451,000. Finally, Schroder Investment Management Group raised its position in shares of Arista Networks by 14.8% in the 2nd quarter. Schroder Investment Management Group now owns 10,494,124 shares of the technology company’s stock valued at $1,073,654,000 after purchasing an additional 1,350,593 shares during the last quarter. 82.47% of the stock is currently owned by hedge funds and other institutional investors.

Key Arista Networks News

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

• Positive Sentiment: Jim Cramer mentions and media attention have kept momentum on ANET, with coverage highlighting Arista as a key data‑center / quantum/AI infrastructure pick — a likely catalyst for retail and momentum flows. Arista (ANET) Shares Higher After Jim Cramer Said It Made Sense In January 2025
• Positive Sentiment: Analyst coverage has tilted bullish recently — TD Cowen initiated coverage as a buy, and other firms (Goldman, Needham) have raised targets — supporting upside expectations and raising the consensus target. 2 AI Infrastructure Stocks TD Cowen Thinks Investors Should Own
• Positive Sentiment: Market pieces note ANET outperformed on a day the broader market dipped, signaling relative strength driven by AI/data‑center narrative and recent fundamentals. Why the Market Dipped But Arista Networks (ANET) Gained Today
• Neutral Sentiment: Street target and consensus metrics: brokerages show an average target near $176.47, which implies upside from current levels but also reflects already elevated expectations. Arista Networks, Inc. (NYSE:ANET) Receives $176.47 Consensus Target Price from Brokerages
• Negative Sentiment: An insider transaction: director Yvonne Wassenaar sold 1,395 shares (disclosed March 16), a modest-sized sale that can be read as profit‑taking and may give shorter‑term sellers a reason to trim positions. Arista Networks (NYSE:ANET) Director Yvonne Wassenaar Sells 1,395 Shares

Arista Networks Trading Up 0.1%

Shares of NYSE:ANET opened at $136.15 on Friday. Arista Networks, Inc. has a twelve month low of $59.43 and a twelve month high of $164.94. The company has a market cap of $171.07 billion, a PE ratio of 49.33, a price-to-earnings-growth ratio of 2.41 and a beta of 1.46. The company’s 50 day moving average is $135.20 and its 200 day moving average is $137.30.

Arista Networks (NYSE:ANET) last announced its quarterly earnings data on Thursday, February 12th. The technology company reported $0.82 EPS for the quarter, beating the consensus estimate of $0.75 by $0.07. The business had revenue of $2.49 billion during the quarter, compared to analysts’ expectations of $2.38 billion. Arista Networks had a net margin of 38.99% and a return on equity of 30.37%. The business’s quarterly revenue was up 28.9% compared to the same quarter last year. During the same period in the previous year, the business posted $0.66 EPS. Equities research analysts predict that Arista Networks, Inc. will post 2.2 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

Several analysts have weighed in on ANET shares. Rosenblatt Securities boosted their target price on shares of Arista Networks from $140.00 to $165.00 and gave the stock a “neutral” rating in a research report on Tuesday, February 10th. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $188.00 price target (up from $165.00) on shares of Arista Networks in a report on Friday, February 13th. Morgan Stanley reiterated an “overweight” rating and set a $165.00 price objective on shares of Arista Networks in a research note on Friday, February 13th. Evercore reissued an “outperform” rating and set a $200.00 price objective on shares of Arista Networks in a report on Friday, February 13th. Finally, Weiss Ratings reissued a “hold (c+)” rating on shares of Arista Networks in a research report on Monday, December 29th. Eighteen equities research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $176.47.

Insider Buying and Selling

In other Arista Networks news, Director Yvonne Wassenaar sold 1,815 shares of the stock in a transaction dated Wednesday, February 25th. The stock was sold at an average price of $132.44, for a total transaction of $240,378.60. Following the sale, the director directly owned 12,574 shares of the company’s stock, valued at approximately $1,665,300.56. This trade represents a 12.61% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Charles H. Giancarlo sold 8,000 shares of Arista Networks stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $140.43, for a total value of $1,123,440.00. Following the transaction, the director owned 9,784 shares of the company’s stock, valued at $1,373,967.12. The trade was a 44.98% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 199,632 shares of company stock valued at $26,936,324 over the last 90 days. Insiders own 3.39% of the company’s stock.

Arista Networks 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.