Sather Financial Group Inc Has $135.69 Million Stock Position in Arista Networks, Inc. $ANET

Sather Financial Group Inc decreased its stake in shares of Arista Networks, Inc. (NYSE:ANET) by 4.5% during the 3rd quarter, Holdings Channel reports. The institutional investor owned 931,247 shares of the technology company’s stock after selling 44,262 shares during the period. Arista Networks comprises approximately 7.4% of Sather Financial Group Inc’s holdings, making the stock its 3rd largest position. Sather Financial Group Inc’s holdings in Arista Networks were worth $135,692,000 as of its most recent SEC filing.

A number of other institutional investors also recently made changes to their positions in the stock. Brighton Jones LLC raised its stake in shares of Arista Networks by 321.7% in the 4th quarter. Brighton Jones LLC now owns 7,806 shares of the technology company’s stock worth $863,000 after buying an additional 5,955 shares in the last quarter. Revolve Wealth Partners LLC acquired a new position in Arista Networks during the fourth quarter worth about $202,000. Bison Wealth LLC bought a new stake in Arista Networks in the fourth quarter worth about $251,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its holdings in Arista Networks by 7.8% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 155,780 shares of the technology company’s stock valued at $12,071,000 after acquiring an additional 11,317 shares during the last quarter. Finally, Dynamic Technology Lab Private Ltd bought a new position in shares of Arista Networks during the 1st quarter valued at about $543,000. 82.47% of the stock is owned by institutional investors and hedge funds.

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 (cited belief that Arista is holding share in a 2026 enterprise refresh cycle), a near-term catalyst for buying interest and higher analyst conviction. Piper Sandler upgrades Arista Networks (ANET)
• Positive Sentiment: Coverage and analyst revisions highlight ANET as a beneficiary of AI-driven data-center upgrades and networking demand, supporting revenue/earnings estimate upgrades and investor conviction. Arista Networks: Networking Demand Keeps Surprising to the Upside
• Neutral Sentiment: A longer-form valuation/market piece reviews Arista’s positioning in AI infrastructure and the multiple expansion narrative — useful context for investors but not an immediate price catalyst on its own. Assessing Arista Networks (ANET) Valuation As AI Infrastructure Wins And Analyst Upgrades Support Growth
• Neutral Sentiment: Analyst commentary (Zacks) notes Arista’s accelerating AI-focused product roadmap and software-led strategy, but flags margin pressure and customer-concentration risks — balanced factors that could limit near-term upside if execution or pricing softens. Can ANET’s AI-Focused Portfolio Help Stoke Growth for the Stock?
• Negative Sentiment: Insider selling: Director Charles H. Giancarlo sold 8,000 shares (~31% reduction in his holdings) at ~\$133.79, a bearish signal to some investors even though insider sales can be for personal reasons. Insider sale by Charles H. Giancarlo

Arista Networks Stock Down 3.3%

ANET opened at $132.63 on Wednesday. The stock has a fifty day moving average of $132.45 and a 200-day moving average of $131.50. The firm has a market capitalization of $167.02 billion, a P/E ratio of 50.43, a PEG ratio of 2.31 and a beta of 1.41. Arista Networks, Inc. has a 12-month low of $59.43 and a 12-month high of $164.94.

Arista Networks (NYSE:ANET) last issued its quarterly earnings results on Tuesday, November 4th. The technology company reported $0.75 earnings per share for the quarter, beating analysts’ consensus estimates of $0.72 by $0.03. The business had revenue of $2.31 billion for the quarter, compared to the consensus estimate 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 for the quarter was up 27.5% compared to the same quarter last year. During the same quarter in the previous year, the company posted $2.40 earnings per share. On average, analysts expect that Arista Networks, Inc. will post 2.2 earnings per share for the current fiscal year.

Insider Buying and Selling at Arista Networks

In other news, CEO Jayshree Ullal sold 24,042 shares of the company’s stock in a transaction dated Tuesday, November 25th. The stock was sold at an average price of $124.55, for a total value of $2,994,431.10. Following the transaction, the chief executive officer owned 9,917 shares in the company, valued at $1,235,162.35. This represents a 70.80% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Kenneth Duda sold 30,000 shares of the stock in a transaction that occurred on Wednesday, December 17th. The stock was sold at an average price of $123.16, for a total transaction of $3,694,800.00. Following the completion of the sale, the insider directly owned 12,976 shares of the company’s stock, valued at $1,598,124.16. This trade represents a 69.81% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 216,464 shares of company stock valued at $28,488,988 in the last 90 days. 3.54% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

A number of analysts recently commented on ANET shares. William Blair reiterated an “outperform” rating on shares of Arista Networks in a report on Friday, September 12th. Erste Group Bank lowered shares of Arista Networks from a “buy” rating to a “hold” rating in a research report on Monday, November 10th. Melius Research increased their price objective on Arista Networks from $160.00 to $185.00 and gave the company a “buy” rating in a research report on Friday, September 12th. Needham & Company LLC lifted their target price on Arista Networks from $155.00 to $160.00 and gave the stock a “buy” rating in a report on Tuesday, September 16th. Finally, BNP Paribas Exane raised Arista Networks from a “neutral” rating to an “outperform” rating and set a $172.00 target price for the company in a report on Thursday, September 25th. Eighteen analysts have rated the stock with a Buy rating and five have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $164.44.

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.