Asset One Wealth Management LLC Invests $4.58 Million in Arista Networks, Inc. $ANET

Asset One Wealth Management LLC bought a new position in shares of Arista Networks, Inc. (NYSE:ANET) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 33,092 shares of the technology company’s stock, valued at approximately $4,579,000.

A number of other large investors have also modified their holdings of the business. Whittier Trust Co. of Nevada Inc. boosted its position in shares of Arista Networks by 0.4% during the 4th quarter. Whittier Trust Co. of Nevada Inc. now owns 16,085 shares of the technology company’s stock valued at $2,133,000 after acquiring an additional 70 shares during the last quarter. United Asset Strategies Inc. boosted its position in shares of Arista Networks by 1.2% during 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. West Family Investments Inc. boosted its position in shares of Arista Networks by 0.9% during the 3rd quarter. West Family Investments Inc. now owns 8,364 shares of the technology company’s stock valued at $1,219,000 after acquiring an additional 76 shares during the last quarter. Personal CFO Solutions LLC boosted its position in shares of Arista Networks by 3.2% during the 4th quarter. Personal CFO Solutions LLC now owns 2,429 shares of the technology company’s stock valued at $318,000 after acquiring an additional 76 shares during the last quarter. Finally, Clark Financial Services Group Inc. BD boosted its position in shares of Arista Networks by 2.2% during the 4th quarter. Clark Financial Services Group Inc. BD now owns 3,776 shares of the technology company’s stock valued at $518,000 after acquiring an additional 80 shares during the last quarter. Hedge funds and other institutional investors own 82.47% of the company’s stock.

Analyst Ratings Changes

Several research analysts have recently weighed in on ANET shares. 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. Needham & Company LLC reissued a “buy” rating and set a $185.00 price target on shares of Arista Networks in a research report on Wednesday, May 6th. JPMorgan Chase & Co. boosted their price target on shares of Arista Networks from $190.00 to $200.00 and gave the company an “overweight” rating in a research report on Thursday, April 16th. Piper Sandler reissued an “overweight” rating and set a $181.00 price target (up from $175.00) on shares of Arista Networks in a research report on Wednesday, May 6th. Finally, Susquehanna raised shares of Arista Networks to a “strong-buy” rating in a research report on Wednesday, April 1st. Two research analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, Arista Networks has an average rating of “Buy” and a consensus target price of $186.47.

Insider Buying and Selling at Arista Networks

In other news, major shareholder Andreas Bechtolsheim sold 260,000 shares of the stock in a transaction dated Monday, June 15th. The shares were sold at an average price of $165.57, for a total transaction of $43,048,200.00. Following the sale, the insider owned 182,543,048 shares of the company’s stock, valued at approximately $30,223,652,457.36. This represents a 0.14% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Chantelle Yvette Breithaupt sold 2,448 shares of the stock in a transaction dated Tuesday, May 26th. The stock was sold at an average price of $157.00, for a total transaction of $384,336.00. Following the sale, the chief financial officer directly owned 64,408 shares in the company, valued at $10,112,056. This represents a 3.66% 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. In the last three months, insiders have sold 2,603,747 shares of company stock valued at $423,901,619. Corporate insiders own 2.70% of the company’s stock.

Arista Networks Price Performance

NYSE ANET opened at $164.51 on Thursday. The firm’s 50-day moving average is $156.88 and its two-hundred day moving average is $140.97. Arista Networks, Inc. has a 12 month low of $85.58 and a 12 month high of $179.80. The stock has a market capitalization of $207.15 billion, a P/E ratio of 56.34, a PEG ratio of 2.59 and a beta of 1.61.

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

More Arista Networks News

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

• Positive Sentiment: Arista continues to be highlighted as a beneficiary of AI infrastructure spending, with articles pointing to its role in data center networking and cloud connectivity as key growth drivers. Why Is Arista Networks Driving S&P 500 AI Infrastructure Growth?
• Positive Sentiment: BofA Securities reportedly raised its price target on Arista Networks, which can support investor confidence in the stock’s longer-term outlook. BofA Securities Raises Price Target for Arista Networks (ANET)
• Neutral Sentiment: Arista is drawing heavy investor attention after an 87% one-year gain, with some coverage questioning whether the stock’s rapid run has already priced in much of the optimism. Arista Networks (ANET) Stock After 87% Annual Gain Is It Time To Pause?
• Neutral Sentiment: Arista was among the most searched stocks on Zacks, reflecting elevated investor interest but not necessarily a fundamental catalyst by itself. Investors Heavily Search Arista Networks, Inc. (ANET): Here is What You Need to Know
• Negative Sentiment: Major shareholder Andreas Bechtolsheim sold 260,000 shares in a pre-arranged Rule 10b5-1 transaction, a move that can weigh on sentiment even though the sale was relatively small versus his total holdings. SEC filing for Andreas Bechtolsheim transaction
• Negative Sentiment: Recent market coverage noted that ANET declined more than the broader market, reinforcing near-term selling pressure and profit-taking after its strong run. Arista Networks (ANET) Declines More Than Market: Some Information for Investors

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.