Natixis Advisors LLC Has $201.12 Million Stake in Arista Networks, Inc. $ANET

Natixis Advisors LLC reduced its holdings in shares of Arista Networks, Inc. (NYSE:ANET) by 1.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 1,534,883 shares of the technology company’s stock after selling 22,271 shares during the period. Natixis Advisors LLC’s holdings in Arista Networks were worth $201,116,000 as of its most recent SEC filing.

A number of other large investors have also recently bought and sold shares of the business. Strategic Advisors LLC grew its holdings in Arista Networks by 22.1% during the 4th quarter. Strategic Advisors LLC now owns 19,313 shares of the technology company’s stock worth $2,531,000 after acquiring an additional 3,496 shares during the period. AXQ Capital LP grew its holdings in Arista Networks by 31.3% during the 4th quarter. AXQ Capital LP now owns 17,002 shares of the technology company’s stock worth $2,228,000 after acquiring an additional 4,055 shares during the period. Root Financial Partners LLC grew its holdings in Arista Networks by 154.1% during the 4th quarter. Root Financial Partners LLC now owns 12,188 shares of the technology company’s stock worth $1,597,000 after acquiring an additional 7,391 shares during the period. BNP Paribas grew its holdings in Arista Networks by 73.0% during the 4th quarter. BNP Paribas now owns 65,183 shares of the technology company’s stock worth $9,001,000 after acquiring an additional 27,497 shares during the period. Finally, a16z Perennial Management L.P. grew its holdings in Arista Networks by 2.8% during the 4th quarter. a16z Perennial Management L.P. now owns 3,276 shares of the technology company’s stock worth $429,000 after acquiring an additional 88 shares during the period. 82.47% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Arista Networks

In other Arista Networks news, major shareholder Andreas Bechtolsheim sold 220,000 shares of Arista Networks stock in a transaction dated Tuesday, May 26th. The stock was sold at an average price of $156.86, for a total transaction of $34,509,200.00. Following the completion of 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 position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Jayshree Ullal sold 428,000 shares of Arista Networks 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 transaction, the chief executive officer owned 5,209,207 shares of the company’s stock, valued at $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. In the last quarter, insiders sold 1,935,142 shares of company stock worth $313,589,223. Insiders own 2.70% of the company’s stock.

Arista Networks Stock Performance

ANET stock opened at $170.91 on Tuesday. The company has a market capitalization of $215.20 billion, a P/E ratio of 58.53, a price-to-earnings-growth ratio of 2.46 and a beta of 1.67. Arista Networks, Inc. has a 52-week low of $85.58 and a 52-week high of $179.80. The business has a 50-day simple moving average of $148.22 and a two-hundred day simple moving average of $137.86.

Arista Networks (NYSE:ANET) last released its quarterly earnings results on Tuesday, May 5th. The technology company reported $0.87 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.81 by $0.06. The business 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%.The company’s quarterly revenue was up 35.1% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.65 EPS. Arista Networks has set its Q2 2026 guidance at 0.880-0.880 EPS. As a group, sell-side analysts forecast that Arista Networks, Inc. will post 3.27 earnings per share for the current fiscal year.

Analysts Set New Price Targets

ANET has been the subject of a number of recent analyst reports. Zacks Research downgraded Arista Networks from a “strong-buy” rating to a “hold” rating in a report on Thursday, May 14th. The Goldman Sachs Group restated a “buy” rating and issued a $188.00 target price (up from $165.00) on shares of Arista Networks in a research note on Friday, February 13th. Piper Sandler restated an “overweight” rating and issued a $181.00 target price (up from $175.00) on shares of Arista Networks in a research note on Wednesday, May 6th. Truist Financial set a $175.00 target price on Arista Networks in a research note on Wednesday, May 6th. Finally, TD Cowen restated a “buy” rating and issued a $200.00 target price (up from $170.00) on shares of Arista Networks in a research note on Wednesday, May 6th. Two analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Buy” and a consensus price target of $185.72.

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.