Arista Networks, Inc. $ANET Shares Bought by Nomura Asset Management Co. Ltd.

Nomura Asset Management Co. Ltd. grew its position in shares of Arista Networks, Inc. (NYSE:ANET) by 29.4% in the 4th quarter, HoldingsChannel.com reports. The fund owned 709,983 shares of the technology company’s stock after acquiring an additional 161,461 shares during the period. Nomura Asset Management Co. Ltd.’s holdings in Arista Networks were worth $93,029,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Lighthouse Financial Services Inc. ADV acquired a new stake in Arista Networks during the fourth quarter worth about $1,549,000. Bensler LLC acquired a new stake in Arista Networks during the fourth quarter worth about $6,350,000. QRG Capital Management Inc. increased its stake in Arista Networks by 6.4% during the fourth quarter. QRG Capital Management Inc. now owns 169,613 shares of the technology company’s stock worth $22,224,000 after acquiring an additional 10,217 shares during the last quarter. BI Asset Management Fondsmaeglerselskab A S increased its stake in Arista Networks by 38.3% during the third quarter. BI Asset Management Fondsmaeglerselskab A S now owns 662,139 shares of the technology company’s stock worth $96,480,000 after acquiring an additional 183,515 shares during the last quarter. Finally, Czech National Bank increased its stake in Arista Networks by 4.0% during the fourth quarter. Czech National Bank now owns 272,284 shares of the technology company’s stock worth $35,677,000 after acquiring an additional 10,525 shares during the last quarter. 82.47% of the stock is currently owned by institutional investors and hedge funds.

Arista Networks Price Performance

Shares of NYSE ANET opened at $159.09 on Friday. Arista Networks, Inc. has a 1-year low of $83.86 and a 1-year high of $179.80. The business has a 50-day moving average of $147.52 and a 200-day moving average of $137.61. The company has a market capitalization of $200.33 billion, a price-to-earnings ratio of 54.48, a PEG ratio of 2.46 and a beta of 1.67.

Arista Networks (NYSE:ANET) last issued its 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 return on equity of 30.10% and a net margin of 38.32%.The company had revenue of $2.71 billion during the quarter, compared to the consensus estimate of $2.62 billion. During the same quarter in the prior year, the business earned $0.65 earnings per share. The company’s revenue 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. Research analysts expect that Arista Networks, Inc. will post 3.27 EPS for the current fiscal year.

Insider Buying and Selling

In related news, major shareholder Andreas Bechtolsheim sold 220,000 shares of the business’s stock in a transaction dated Tuesday, May 26th. The stock was sold at an average price of $156.86, for a total value of $34,509,200.00. Following the transaction, the insider owned 182,803,048 shares in the company, valued at approximately $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 SEC, which can be accessed through this link. 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 stock was sold at an average price of $177.44, for a total value 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. This trade represents a 7.59% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders have sold 1,943,142 shares of company stock worth $314,618,583. 2.70% of the stock is currently owned by corporate insiders.

Trending Headlines about Arista Networks

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

• Positive Sentiment: Zacks highlighted Arista Networks as a strong growth stock, pointing to its appeal across growth and momentum screens and reinforcing the view that ANET remains a high-quality long-term compounder. Article Title
• Positive Sentiment: Another Zacks note said ANET is benefiting from AI infrastructure spending, with hyperscalers expanding networks and driving demand for next-generation Ethernet products, which supports the company’s growth outlook. Article Title
• Positive Sentiment: Wall Street remains constructive on Arista Networks, with multiple analysts reiterating Buy/Overweight ratings and lifting price targets, reflecting confidence in continued revenue and earnings growth.
• Positive Sentiment: Recent earnings were solid, with Arista beating EPS and revenue estimates and posting 35% year-over-year revenue growth, which continues to underpin bullish sentiment.
• Neutral Sentiment: Institutional ownership remains high, and several small new positions were reported, but these filings are unlikely to be a major near-term driver on their own.
• Negative Sentiment: Recent insider sales by CFO Chantelle Yvette Breithaupt, CEO Jayshree Ullal, and major shareholder Andreas Bechtolsheim may create some short-term caution, even though the trades were made under pre-arranged 10b5-1 plans.

Wall Street Analysts Forecast Growth

ANET has been the subject of several research analyst reports. TD Cowen restated a “buy” rating and set a $200.00 price target (up from $170.00) on shares of Arista Networks in a research note on Wednesday, May 6th. JPMorgan Chase & Co. upped their target price on Arista Networks from $190.00 to $200.00 and gave the stock an “overweight” rating in a research report on Thursday, April 16th. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $188.00 target price (up from $165.00) on shares of Arista Networks in a research report on Friday, February 13th. Barclays reaffirmed an “overweight” rating and issued a $195.00 target price (up from $184.00) on shares of Arista Networks in a research report on Thursday, May 7th. Finally, Evercore reaffirmed an “outperform” rating and issued a $200.00 target price on shares of Arista Networks in a research report on Friday, February 13th. Two research 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 stock. According to data from MarketBeat, the stock presently has a consensus rating of “Buy” and an average target price of $185.72.

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.