Arista Networks, Inc. $ANET Shares Sold by J. Safra Sarasin Holding AG

J. Safra Sarasin Holding AG decreased its position in shares of Arista Networks, Inc. (NYSE:ANET) by 3.4% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 141,490 shares of the technology company’s stock after selling 5,028 shares during the period. J. Safra Sarasin Holding AG’s holdings in Arista Networks were worth $17,370,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Intrua Financial LLC raised its stake in shares of Arista Networks by 2.7% in the 1st quarter. Intrua Financial LLC now owns 2,307 shares of the technology company’s stock worth $283,000 after buying an additional 61 shares in the last quarter. NBT Bank N A NY boosted its stake in Arista Networks by 37.2% during the first quarter. NBT Bank N A NY now owns 247 shares of the technology company’s stock valued at $30,000 after buying an additional 67 shares in the last quarter. Hoxton Planning & Management LLC grew its holdings in Arista Networks by 4.1% during the first quarter. Hoxton Planning & Management LLC now owns 1,744 shares of the technology company’s stock worth $214,000 after acquiring an additional 68 shares during the period. Whittier Trust Co. of Nevada Inc. raised its position 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. Finally, United Asset Strategies Inc. lifted its holdings in Arista Networks by 1.2% in the 4th quarter. United Asset Strategies Inc. now owns 6,311 shares of the technology company’s stock valued at $827,000 after acquiring an additional 72 shares during the last quarter. 82.47% of the stock is owned by institutional investors.

Arista Networks Stock Performance

ANET stock opened at $187.46 on Monday. The firm has a 50 day simple moving average of $159.79 and a 200 day simple moving average of $145.85. Arista Networks, Inc. has a 52 week low of $104.68 and a 52 week high of $189.82. The stock has a market cap of $236.05 billion, a P/E ratio of 64.20, a P/E/G ratio of 2.88 and a beta of 1.60.

Arista Networks (NYSE:ANET) last released its quarterly earnings data 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 firm had revenue of $2.71 billion for the quarter, compared to analyst estimates of $2.62 billion. Arista Networks had a net margin of 38.32% and a return on equity of 30.10%. The company’s revenue for the quarter was up 35.1% compared to the same quarter last year. During the same quarter in the prior year, the business earned $0.65 EPS. Arista Networks has set its Q2 2026 guidance at 0.880-0.880 EPS. Sell-side analysts predict that Arista Networks, Inc. will post 3.27 EPS for the current year.

Key Headlines Impacting Arista Networks

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

• Positive Sentiment: ANET was highlighted as a stock drawing increased investor attention, suggesting strong market interest and momentum around the name. Arista Networks, Inc. (ANET) is Attracting Investor Attention: Here is What You Should Know
• Positive Sentiment: Multiple reports tied Arista to the AI networking theme, which has been a key driver behind buying in networking and infrastructure stocks. Arista Networks (NYSE:ANET) AI Momentum Boosts Market Focus
• Positive Sentiment: Arista reached or traded near new highs as investors rotated into technology shares and continued rewarding AI beneficiaries. Why Did PENG, ANET, BCRX Shares Surge To 52-Week Highs?
• Neutral Sentiment: Wall Street commentary remained broadly constructive on ANET, but the article mainly noted that analyst opinions often influence trading rather than providing a major new catalyst. Wall Street Bulls Look Optimistic About Arista Networks (ANET): Should You Buy?
• Negative Sentiment: Insider selling by co-founder Andreas Bechtolsheim could weigh on sentiment, even if it does not necessarily change the long-term business outlook. Andreas Bechtolsheim Sells 240,000 Shares of Arista Networks (NYSE:ANET) Stock

Insider Transactions at Arista Networks

In related news, major shareholder Andreas Bechtolsheim sold 240,000 shares of the stock in a transaction that occurred on Thursday, July 2nd. The stock was sold at an average price of $162.67, for a total value of $39,040,800.00. Following the transaction, the insider owned 182,043,048 shares in the company, valued at approximately $29,612,942,618.16. This represents a 0.13% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Jayshree Ullal sold 13,809 shares of the business’s stock in a transaction dated Tuesday, May 26th. The stock was sold at an average price of $155.04, for a total value of $2,140,947.36. Following the completion of the sale, the chief executive officer directly owned 9,917 shares of the company’s stock, valued at $1,537,531.68. This represents a 58.20% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 3,034,268 shares of company stock valued at $496,462,432 over the last 90 days. Company insiders own 2.70% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts have recently issued reports on ANET shares. Weiss Ratings cut shares of Arista Networks from a “buy (b)” rating to a “buy (b-)” rating in a research note on Monday, June 15th. TD Cowen restated a “buy” rating and set a $200.00 target price (up from $170.00) on shares of Arista Networks in a report on Wednesday, May 6th. Barclays restated 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. Morgan Stanley reaffirmed an “overweight” rating and issued a $190.00 price target (up from $180.00) on shares of Arista Networks in a report on Friday, June 12th. Finally, Bank of America increased their price objective on Arista Networks from $185.00 to $200.00 and gave the company a “buy” rating in a research report on Monday, June 8th. Two research analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating and two have given a Hold rating to the company. According to MarketBeat, the company currently has an average rating of “Buy” and an average price target of $187.63.

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.