Arista Networks, Inc. $ANET Shares Acquired by Larson Financial Group LLC

Larson Financial Group LLC grew its holdings in Arista Networks, Inc. (NYSE:ANET) by 42.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 12,637 shares of the technology company’s stock after acquiring an additional 3,787 shares during the quarter. Larson Financial Group LLC’s holdings in Arista Networks were worth $1,656,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in the business. Whittier Trust Co. of Nevada Inc. boosted its holdings in Arista Networks by 0.4% in the fourth quarter. Whittier Trust Co. of Nevada Inc. now owns 16,085 shares of the technology company’s stock worth $2,133,000 after acquiring an additional 70 shares in the last quarter. United Asset Strategies Inc. boosted its holdings in Arista Networks by 1.2% in the fourth quarter. United Asset Strategies Inc. now owns 6,311 shares of the technology company’s stock worth $827,000 after acquiring an additional 72 shares in the last quarter. West Family Investments Inc. boosted its holdings in Arista Networks by 0.9% in the third quarter. West Family Investments Inc. now owns 8,364 shares of the technology company’s stock worth $1,219,000 after acquiring an additional 76 shares in the last quarter. Personal CFO Solutions LLC lifted its holdings in shares of Arista Networks by 3.2% during the fourth quarter. Personal CFO Solutions LLC now owns 2,429 shares of the technology company’s stock worth $318,000 after purchasing an additional 76 shares during the period. Finally, Parkside Financial Bank & Trust lifted its holdings in shares of Arista Networks by 2.9% during the third quarter. Parkside Financial Bank & Trust now owns 2,731 shares of the technology company’s stock worth $398,000 after purchasing an additional 77 shares during the period. Institutional investors and hedge funds own 82.47% of the company’s stock.

More Arista Networks News

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

• Positive Sentiment: Raymond James upgraded Arista Networks to Outperform and set a $164 price target, citing expectations that the company’s growth profile should improve in 2027 and beyond. Raymond James flips Arista (ANET) to outperform with $164 target
• Positive Sentiment: Arista was named a Leader in the 2026 Gartner Magic Quadrant for Enterprise Wired and Wireless LAN, reinforcing its momentum in enterprise networking and AI-optimized connectivity. Arista Networks Positioned as a Leader in the 2026 Gartner® Magic Quadrant™ for Enterprise Wired and Wireless LAN
• Positive Sentiment: Analysts continue to highlight Arista as a key beneficiary of the AI data center buildout, with commentary pointing to strong demand for Ethernet-based AI networking and improved fair-value expectations. How The AI Data Center Story Is Reframing Arista Networks (ANET) Valuation And Expectations
• Neutral Sentiment: Arista’s strong Q1 results and guidance remain a backdrop for bullish sentiment, with the company recently reporting revenue growth of 35.1% year over year and guiding for continued strength. Why Arista Networks (ANET) Is Central to AI Data Center Networking Upgrades
• Negative Sentiment: Insider Kenneth Duda sold shares in two disclosed transactions under a Rule 10b5-1 trading plan, which can still weigh on sentiment even though the sales were pre-arranged. SEC filing for Kenneth Duda transaction

Arista Networks Trading Down 0.9%

Shares of ANET stock opened at $140.32 on Thursday. The stock has a 50 day moving average of $144.85 and a 200 day moving average of $137.13. The stock has a market cap of $176.69 billion, a P/E ratio of 48.06, a P/E/G ratio of 2.18 and a beta of 1.67. Arista Networks, Inc. has a twelve month low of $83.86 and a twelve month high of $179.80.

Arista Networks (NYSE:ANET) last announced its quarterly earnings results on Tuesday, May 5th. The technology company reported $0.87 earnings per share for the quarter, beating the consensus estimate of $0.81 by $0.06. The company had revenue of $2.71 billion during the quarter, compared to analysts’ expectations of $2.62 billion. Arista Networks had a return on equity of 30.10% and a net margin of 38.32%.Arista Networks’s quarterly revenue was up 35.1% on a year-over-year basis. During the same period last year, the business earned $0.65 earnings per share. Arista Networks has set its Q2 2026 guidance at 0.880-0.880 EPS. On average, research analysts predict that Arista Networks, Inc. will post 3.28 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

ANET has been the subject of a number of research reports. Susquehanna raised Arista Networks to a “strong-buy” rating in a report on Wednesday, April 1st. Citigroup decreased their target price on Arista Networks from $176.00 to $173.00 and set a “buy” rating for the company in a report on Wednesday, May 6th. The Goldman Sachs Group reaffirmed a “buy” rating and set a $188.00 target price (up from $165.00) on shares of Arista Networks in a report on Friday, February 13th. Barclays reaffirmed an “overweight” rating and set a $195.00 target price (up from $184.00) on shares of Arista Networks in a report on Thursday, May 7th. Finally, KeyCorp reaffirmed an “overweight” rating and set a $178.00 target price (up from $170.00) on shares of Arista Networks in a report on Friday, February 13th. Two research analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat, Arista Networks currently has an average rating of “Buy” and a consensus price target of $181.84.

Insider Activity at Arista Networks

In related news, insider Kenneth Duda sold 32,000 shares of Arista Networks stock in a transaction that occurred on Tuesday, March 17th. The stock was sold at an average price of $134.14, for a total transaction of $4,292,480.00. Following the completion of the transaction, the insider directly owned 12,976 shares in the company, valued at approximately $1,740,600.64. This trade represents a 71.15% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Jayshree Ullal sold 428,000 shares of Arista Networks stock in a transaction that occurred on Wednesday, April 22nd. The shares were sold at an average price of $177.44, for a total value of $75,944,320.00. Following the transaction, the chief executive officer owned 5,209,207 shares of the company’s stock, valued at approximately $924,321,690.08. This represents a 7.59% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have sold 1,502,729 shares of company stock valued at $246,573,179. 2.70% of the stock is owned by company insiders.

About Arista Networks

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.