Arista Networks, Inc. $ANET Shares Acquired by FRG Family Wealth Advisors LLC

FRG Family Wealth Advisors LLC grew its holdings in Arista Networks, Inc. (NYSE:ANET) by 137.0% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 13,630 shares of the technology company’s stock after buying an additional 7,880 shares during the quarter. FRG Family Wealth Advisors LLC’s holdings in Arista Networks were worth $1,786,000 at the end of the most recent quarter.

Several other hedge funds have also modified their holdings of ANET. Board of the Pension Protection Fund bought a new stake in shares of Arista Networks in the 4th quarter worth approximately $26,000. AdvisorNet Financial Inc boosted its position in shares of Arista Networks by 56.7% in the 3rd quarter. AdvisorNet Financial Inc now owns 199 shares of the technology company’s stock worth $29,000 after purchasing an additional 72 shares in the last quarter. Knuff & Co LLC bought a new stake in shares of Arista Networks in the 3rd quarter worth approximately $29,000. Ameliora Wealth Management Ltd. bought a new stake in shares of Arista Networks in the 4th quarter worth approximately $30,000. Finally, 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. 82.47% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In other news, insider Kenneth Duda sold 26,000 shares of Arista Networks stock in a transaction that occurred on Tuesday, March 17th. The shares were sold at an average price of $134.14, for a total transaction of $3,487,640.00. Following the sale, the insider owned 502,400 shares of the company’s stock, valued at approximately $67,391,936. The trade was a 4.92% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Yvonne Wassenaar sold 1,395 shares of Arista Networks stock in a transaction that occurred on Monday, March 16th. The shares were sold at an average price of $134.34, for a total transaction of $187,404.30. Following the sale, the director owned 11,179 shares of the company’s stock, valued at approximately $1,501,786.86. The trade was a 11.09% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 199,632 shares of company stock worth $26,873,604 in the last 90 days. 3.54% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

A number of analysts have recently commented on ANET shares. Rosenblatt Securities raised Arista Networks from a “neutral” rating to a “buy” rating and boosted their price target for the stock from $165.00 to $180.00 in a research report on Tuesday. Susquehanna raised Arista Networks to a “strong-buy” rating in a research report on Wednesday, April 1st. Truist Financial began coverage on shares of Arista Networks in a report on Tuesday, March 31st. They issued a “buy” rating and a $161.00 target price for the company. Wells Fargo & Company lifted their target price on shares of Arista Networks from $175.00 to $185.00 and gave the stock an “overweight” rating in a report on Friday, February 13th. Finally, Evercore reaffirmed an “outperform” rating and issued a $200.00 target price on shares of Arista Networks in a report on Friday, February 13th. Two analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $176.44.

More Arista Networks News

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

• Positive Sentiment: Rosenblatt upgraded ANET to “Buy” and set a $180 price target (~35% upside), citing Arista’s leadership in AI/data-center networking as a key catalyst. Arista Networks Upgraded to Buy: Rosenblatt Says the AI Networking Leader Is Worth $180
• Positive Sentiment: Analyst upgrade citing expected data-center orders from Google and Anthropic — Rosenblatt/others expect Arista to beat 2026 revenue growth consensus thanks to hyperscaler spending. Arista Upgraded To Buy On Google, Anthropic Data Center Orders
• Positive Sentiment: Seeking Alpha and other analysts highlight Arista’s durable moat (EOS software lock‑in) and positioning for 1.6/3.2 Tbps switch cycles, supporting market-share gains in an AI-driven capex cycle. Arista Networks: AI Networking Growth With A Durable Moat (Rating Upgrade)
• Positive Sentiment: BNP Paribas notes Arista’s XPO product has secured over 100 agreement partners — a sign of ecosystem adoption that can help enterprise and hyperscaler wins. Arista’s XPO product sees over 100 agreement partners: BNP Paribas
• Positive Sentiment: Media coverage (The Motley Fool, Barron’s, others) is re-framing Arista as a top data-center/AI networking play alongside Broadcom, fueling investor interest and momentum. Why Arista Networks Stock Crushed it on Tuesday
• Neutral Sentiment: Arista set its Q1 FY2026 earnings release for after the close on May 5 with a management call on May 5 at 1:30 PM — a near-term catalyst that could confirm or temper current optimism. Arista Networks to Announce Q1 2026 Financial Results on Tuesday, May 5, 2026
• Neutral Sentiment: Aggregator ratings now show an average “Moderate Buy” from brokerages, reflecting consensus bullishness but also some variability in price targets. Arista Networks, Inc. (NYSE:ANET) Receives Average Rating of “Moderate Buy” from Brokerages

Arista Networks Stock Performance

NYSE ANET opened at $133.36 on Wednesday. The stock’s fifty day moving average is $134.02 and its two-hundred day moving average is $135.76. The firm has a market capitalization of $167.58 billion, a P/E ratio of 48.32, a price-to-earnings-growth ratio of 2.24 and a beta of 1.48. Arista Networks, Inc. has a fifty-two week low of $66.59 and a fifty-two week high of $164.94.

Arista Networks (NYSE:ANET) last released its quarterly earnings results 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 firm had revenue of $2.49 billion for the quarter, compared to analyst estimates of $2.38 billion. Arista Networks had a net margin of 38.99% and a return on equity of 30.37%. The business’s revenue for the quarter was up 28.9% compared to the same quarter last year. During the same quarter in the previous year, the company earned $0.66 EPS. As a group, sell-side analysts forecast that Arista Networks, Inc. will post 2.2 EPS for the current year.

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.