Rothschild Wealth LLC Buys 2,965 Shares of Arista Networks, Inc. $ANET

Rothschild Wealth LLC raised its stake in Arista Networks, Inc. (NYSE:ANET) by 212.1% in the 4th quarter, HoldingsChannel reports. The firm owned 4,363 shares of the technology company’s stock after acquiring an additional 2,965 shares during the quarter. Rothschild Wealth LLC’s holdings in Arista Networks were worth $572,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Nomura Asset Management Co. Ltd. increased its stake in Arista Networks by 29.4% in the fourth quarter. Nomura Asset Management Co. Ltd. now owns 709,983 shares of the technology company’s stock valued at $93,029,000 after purchasing an additional 161,461 shares in the last quarter. Essex Financial Services Inc. increased its position in shares of Arista Networks by 195.6% during the fourth quarter. Essex Financial Services Inc. now owns 7,639 shares of the technology company’s stock worth $1,001,000 after acquiring an additional 5,055 shares in the last quarter. Founders Financial Securities LLC increased its position in shares of Arista Networks by 74.3% during the fourth quarter. Founders Financial Securities LLC now owns 3,212 shares of the technology company’s stock worth $421,000 after acquiring an additional 1,369 shares in the last quarter. MUFG Securities EMEA plc increased its position in shares of Arista Networks by 114.6% during the fourth quarter. MUFG Securities EMEA plc now owns 42,333 shares of the technology company’s stock worth $5,547,000 after acquiring an additional 22,606 shares in the last quarter. Finally, Catalyst Capital Advisors LLC increased its position in shares of Arista Networks by 34.3% during the fourth quarter. Catalyst Capital Advisors LLC now owns 9,545 shares of the technology company’s stock worth $1,251,000 after acquiring an additional 2,436 shares in the last quarter. 82.47% of the stock is owned by institutional investors.

Arista Networks Stock Performance

Arista Networks stock opened at $170.91 on Tuesday. Arista Networks, Inc. has a fifty-two week low of $85.58 and a fifty-two week high of $179.80. The stock has a market cap of $215.20 billion, a PE ratio of 58.53, a price-to-earnings-growth ratio of 2.46 and a beta of 1.67. The firm’s 50-day simple moving average is $148.22 and its 200 day simple moving average is $137.86.

Arista Networks (NYSE:ANET) last released its quarterly earnings results on Tuesday, May 5th. The technology company reported $0.87 earnings per share for the quarter, topping the consensus estimate of $0.81 by $0.06. Arista Networks had a net margin of 38.32% and a return on equity of 30.10%. The business had revenue of $2.71 billion for the quarter, compared to analysts’ expectations of $2.62 billion. During the same period in the previous year, the company earned $0.65 earnings per share. The firm’s revenue for the quarter was up 35.1% compared to the same quarter last year. Arista Networks has set its Q2 2026 guidance at 0.880-0.880 EPS. As a group, analysts predict that Arista Networks, Inc. will post 3.27 EPS for the current fiscal year.

Analyst Ratings Changes

ANET has been the subject of several recent research reports. KeyCorp reissued an “overweight” rating and set a $178.00 target price (up from $170.00) on shares of Arista Networks in a research report on Friday, February 13th. Zacks Research downgraded shares of Arista Networks from a “strong-buy” rating to a “hold” rating in a research report on Thursday, May 14th. Wells Fargo & Company boosted their target price on shares of Arista Networks from $175.00 to $185.00 and gave the stock an “overweight” rating in a research report on Friday, February 13th. Susquehanna raised shares of Arista Networks to a “strong-buy” rating in a research report on Wednesday, April 1st. Finally, Barclays reaffirmed an “overweight” rating and set a $195.00 price objective (up from $184.00) on shares of Arista Networks in a report on Thursday, May 7th. Two investment analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and two have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Buy” and an average target price of $185.72.

Insider Buying and Selling at Arista Networks

In other Arista Networks news, major shareholder Andreas Bechtolsheim sold 220,000 shares of the business’s stock in a transaction dated Tuesday, May 26th. The shares were sold at an average price of $156.86, for a total value of $34,509,200.00. Following the transaction, the insider directly owned 182,803,048 shares in the company, valued at $28,674,486,109.28. The trade was a 0.12% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Jayshree Ullal sold 428,000 shares of the business’s stock in a transaction dated Wednesday, April 22nd. The shares were sold at an average price of $177.44, for a total transaction of $75,944,320.00. Following the completion of the transaction, the chief executive officer owned 5,209,207 shares in the company, valued at approximately $924,321,690.08. The trade was 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. Insiders have sold a total of 1,935,142 shares of company stock worth $313,589,223 over the last three months. 2.70% of the stock is currently owned by insiders.

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.