Epoch Investment Partners Inc. Has $99.40 Million Stock Holdings in Arista Networks, Inc. $ANET

Epoch Investment Partners Inc. trimmed its position in Arista Networks, Inc. (NYSE:ANET) by 15.8% during the first quarter, Holdings Channel reports. The firm owned 809,562 shares of the technology company’s stock after selling 151,630 shares during the quarter. Epoch Investment Partners Inc.’s holdings in Arista Networks were worth $99,398,000 as of its most recent filing with the SEC.

Other hedge funds have also bought and sold shares of the company. Sustainable Insight Capital Management LLC raised its stake in Arista Networks by 12.5% in the first quarter. Sustainable Insight Capital Management LLC now owns 5,402 shares of the technology company’s stock valued at $663,000 after buying an additional 600 shares during the period. Healthcare of Ontario Pension Plan Trust Fund boosted its stake in shares of Arista Networks by 42.5% during the 1st quarter. Healthcare of Ontario Pension Plan Trust Fund now owns 93,773 shares of the technology company’s stock worth $11,513,000 after acquiring an additional 27,952 shares during the period. Gabelli Funds LLC boosted its stake in shares of Arista Networks by 1.9% during the 1st quarter. Gabelli Funds LLC now owns 121,828 shares of the technology company’s stock worth $14,958,000 after acquiring an additional 2,220 shares during the period. Gamco Investors INC. ET AL increased its holdings in shares of Arista Networks by 3.2% during the 1st quarter. Gamco Investors INC. ET AL now owns 3,108 shares of the technology company’s stock worth $382,000 after acquiring an additional 95 shares during the last quarter. Finally, GC Wealth Management RIA LLC increased its holdings in shares of Arista Networks by 27.3% during the 1st quarter. GC Wealth Management RIA LLC now owns 115,193 shares of the technology company’s stock worth $14,143,000 after acquiring an additional 24,707 shares during the last quarter. 82.47% of the stock is currently owned by institutional investors and hedge funds.

Arista Networks Stock Down 1.6%

ANET stock opened at $173.79 on Friday. Arista Networks, Inc. has a 52 week low of $113.55 and a 52 week high of $189.82. The business has a 50-day simple moving average of $164.95 and a 200 day simple moving average of $148.70. The company has a market cap of $218.83 billion, a PE ratio of 59.52, a price-to-earnings-growth ratio of 2.71 and a beta of 1.60.

Arista Networks (NYSE:ANET) last announced its quarterly earnings data on Tuesday, May 5th. The technology company reported $0.87 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.81 by $0.06. The firm had revenue of $2.71 billion for the quarter, compared to the consensus estimate of $2.62 billion. Arista Networks had a net margin of 38.32% and a return on equity of 30.10%. The business’s revenue for the quarter was up 35.1% on a year-over-year basis. During the same period in the prior year, the company posted $0.65 earnings per share. Arista Networks has set its Q2 2026 guidance at 0.880-0.880 EPS. On average, analysts anticipate that Arista Networks, Inc. will post 3.28 EPS for the current fiscal year.

Insider Activity

In other Arista Networks news, insider Kenneth Duda sold 17,333 shares of the company’s stock in a transaction on Monday, June 22nd. The stock was sold at an average price of $171.42, for a total transaction of $2,971,222.86. Following the completion of the sale, the insider directly owned 12,976 shares in the company, valued at $2,224,345.92. This represents a 57.19% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, major shareholder Andreas Bechtolsheim sold 240,000 shares of the firm’s stock in a transaction on Thursday, July 2nd. The shares were sold at an average price of $162.67, for a total value of $39,040,800.00. Following the completion of the sale, the insider directly owned 182,043,048 shares in the company, valued at approximately $29,612,942,618.16. This represents a 0.13% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have sold 2,264,983 shares of company stock worth $376,175,065. Insiders own 2.70% of the company’s stock.

Wall Street Analysts Forecast Growth

Several brokerages have issued reports on ANET. Raymond James Financial raised Arista Networks from a “market perform” rating to an “outperform” rating and set a $164.00 price target for the company in a report on Friday, May 15th. Morgan Stanley reissued 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. Weiss Ratings upgraded shares of Arista Networks from a “buy (b-)” rating to a “buy (b)” rating in a research report on Monday, July 13th. Citigroup decreased their target price on Arista Networks from $176.00 to $173.00 and set a “buy” rating on the stock in a research report on Wednesday, May 6th. Finally, Wolfe Research reissued an “outperform” rating and set a $175.00 price target on shares of Arista Networks in a report on Wednesday, June 10th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and one has issued a Hold rating to the company’s stock. According to MarketBeat, the company has an average rating of “Buy” and a consensus price target of $189.74.

Arista Networks News Summary

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

• Positive Sentiment: BofA and Needham commentary was broadly bullish ahead of Arista’s upcoming Q2 results, with analysts expecting the stock to keep rising on continued AI and data-center demand. Arista Networks sees largely bullish views at BofA ahead of Q2 results
• Positive Sentiment: Arista was highlighted as a beneficiary of expanding AI adoption, reinforcing the investment case that demand for networking gear tied to AI buildouts could support future growth. 4 Software Stocks Poised to Benefit From Expanding AI Adoption
• Positive Sentiment: Arista was also featured among high-ROE stocks that may appeal to investors seeking quality names during market volatility, underscoring its strong profitability profile. 5 High ROE Stocks to Buy as Surging Oil Prices Rattle Investors
• Neutral Sentiment: Recent coverage debated whether ANET is fairly valued for AI growth or still trading at a premium, suggesting investors are weighing strong fundamentals against a rich valuation. Is Arista Networks (ANET) Priced For AI Growth Or Too Expensive?
• Neutral Sentiment: Arista’s strong first-half performance and long-term stock gains continue to support a positive narrative, but this is more of a reminder of past strength than a direct near-term catalyst. Why Arista Networks Stock Rocketed 30% Higher in the First Half of 2026 and Why There’s Likely More to Come
• Negative Sentiment: The stock also slipped in the latest trading session, reflecting some profit-taking and softer short-term momentum despite the upbeat analyst backdrop. Arista Networks (ANET) Stock Falls Amid Market Uptick: What Investors Need to Know

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.