Arista Networks, Inc. $ANET Shares Sold by Savant Capital LLC

Savant Capital LLC reduced its holdings in Arista Networks, Inc. (NYSE:ANET) by 67.4% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 39,287 shares of the technology company’s stock after selling 81,372 shares during the quarter. Savant Capital LLC’s holdings in Arista Networks were worth $5,148,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also recently added to or reduced their stakes in ANET. Arrowstreet Capital Limited Partnership increased its stake in Arista Networks by 82.5% in the third quarter. Arrowstreet Capital Limited Partnership now owns 9,587,115 shares of the technology company’s stock valued at $1,396,939,000 after purchasing an additional 4,332,659 shares during the last quarter. M&T Bank Corp increased its stake in Arista Networks by 3,182.7% in the fourth quarter. M&T Bank Corp now owns 4,012,373 shares of the technology company’s stock valued at $525,741,000 after purchasing an additional 3,890,146 shares during the last quarter. Pictet Asset Management Holding SA increased its stake in Arista Networks by 310.6% in the fourth quarter. Pictet Asset Management Holding SA now owns 2,280,122 shares of the technology company’s stock valued at $298,868,000 after purchasing an additional 1,724,758 shares during the last quarter. Life Cycle Investment Partners Ltd acquired a new position in Arista Networks in the fourth quarter valued at $164,907,000. Finally, Vanguard Group Inc. increased its stake in Arista Networks by 1.2% in the fourth quarter. Vanguard Group Inc. now owns 101,189,629 shares of the technology company’s stock valued at $13,258,877,000 after purchasing an additional 1,188,799 shares during the last quarter. 82.47% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting 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.

Insider Activity at Arista Networks

In related news, major shareholder Andreas Bechtolsheim sold 220,000 shares of the 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 completion of the transaction, the insider owned 182,803,048 shares of the company’s stock, valued at approximately $28,674,486,109.28. This represents a 0.12% decrease in their ownership of the stock. The sale was disclosed in a document filed 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 428,000 shares of the stock in a transaction dated Wednesday, April 22nd. The shares were 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 directly owned 5,209,207 shares of the company’s stock, valued at $924,321,690.08. This represents a 7.59% 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. Over the last 90 days, insiders sold 1,943,142 shares of company stock valued at $314,618,583. Insiders own 2.70% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research firms have issued reports on ANET. TD Cowen reissued a “buy” rating and set a $200.00 price target (up from $170.00) on shares of Arista Networks in a research report on Wednesday, May 6th. Morgan Stanley reissued an “overweight” rating and set a $180.00 price target on shares of Arista Networks in a research report on Friday, May 1st. KeyCorp reissued an “overweight” rating and set a $178.00 price target (up from $170.00) on shares of Arista Networks in a research report on Friday, February 13th. UBS Group reissued a “buy” rating and set a $187.00 price target (up from $177.00) on shares of Arista Networks in a research report on Wednesday, May 6th. Finally, Zacks Research downgraded Arista Networks from a “strong-buy” rating to a “hold” rating in a research report on Thursday, May 14th. Two investment analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat, Arista Networks presently has a consensus rating of “Buy” and an average target price of $185.72.

Arista Networks Stock Performance

Arista Networks stock opened at $159.09 on Friday. The stock’s 50 day moving average price is $147.52 and its 200 day moving average price is $137.61. The firm has a market capitalization of $200.33 billion, a PE ratio of 54.48, a price-to-earnings-growth ratio of 2.46 and a beta of 1.67. Arista Networks, Inc. has a one year low of $83.86 and a one year high of $179.80.

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

Arista Networks Company 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.