J. Safra Sarasin Holding AG Has $17.37 Million Stock Holdings in Arista Networks, Inc. $ANET

J. Safra Sarasin Holding AG lowered its position in shares of Arista Networks, Inc. (NYSE:ANET) by 3.4% in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 141,490 shares of the technology company’s stock after selling 5,028 shares during the quarter. 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 hedge funds and other institutional investors have also recently bought and sold shares of the business. Lighthouse Financial Services Inc. ADV acquired a new stake in shares of Arista Networks in the fourth quarter valued at approximately $1,549,000. Bensler LLC acquired a new position in Arista Networks during the 4th quarter worth $6,350,000. QRG Capital Management Inc. raised its position in shares of Arista Networks by 6.4% during the fourth quarter. QRG Capital Management Inc. now owns 169,613 shares of the technology company’s stock worth $22,224,000 after acquiring an additional 10,217 shares during the last quarter. Reaves W H & Co. Inc. bought a new stake in shares of Arista Networks during the fourth quarter worth $3,058,000. Finally, Jefferies Financial Group Inc. raised its position in shares of Arista Networks by 59.8% during the fourth quarter. Jefferies Financial Group Inc. now owns 17,621 shares of the technology company’s stock worth $2,309,000 after acquiring an additional 6,591 shares during the last quarter. 82.47% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several research firms recently issued reports on ANET. Susquehanna upgraded Arista Networks to a “strong-buy” rating in a report on Wednesday, April 1st. TD Cowen reissued a “buy” rating and set a $200.00 price objective (up from $170.00) on shares of Arista Networks in a report on Wednesday, May 6th. Truist Financial set a $175.00 target price on shares of Arista Networks in a research report on Wednesday, May 6th. Piper Sandler reiterated an “overweight” rating and issued a $181.00 price objective (up from $175.00) on shares of Arista Networks in a report on Wednesday, May 6th. Finally, Raymond James Financial raised Arista Networks from a “market perform” rating to an “outperform” rating and set a $164.00 target price on the stock in a research note on Friday, May 15th. 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’s stock. According to MarketBeat.com, Arista Networks has a consensus rating of “Buy” and a consensus target price of $187.63.

Arista Networks Trading Up 0.3%

NYSE:ANET opened at $187.46 on Monday. Arista Networks, Inc. has a 1 year low of $104.68 and a 1 year high of $189.82. The stock has a 50-day moving average price of $159.79 and a two-hundred day moving average price of $145.85. The stock has a market cap of $236.05 billion, a price-to-earnings ratio of 64.20, a PEG ratio of 2.88 and a beta of 1.60.

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

Insiders Place Their Bets

In other news, major shareholder Andreas Bechtolsheim sold 240,000 shares of the company’s stock in a transaction that occurred 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 transaction, the insider owned 182,043,048 shares in the company, valued at $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 Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Kenneth Duda sold 17,333 shares of the company’s stock in a transaction that occurred on Monday, June 22nd. The shares were sold at an average price of $171.42, for a total transaction of $2,971,222.86. Following the completion of the transaction, the insider owned 12,976 shares of the company’s stock, valued at $2,224,345.92. This trade represents a 57.19% 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. Insiders sold a total of 3,034,268 shares of company stock valued at $496,462,432 in the last quarter. 2.70% of the stock is owned by company insiders.

Key Stories 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

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.