Financiere des Professionnels Fonds d investissement inc. Grows Holdings in Arista Networks, Inc. $ANET

Financiere des Professionnels Fonds d investissement inc. lifted its stake in Arista Networks, Inc. (NYSE:ANET) by 151.1% during the 1st quarter, HoldingsChannel.com reports. The fund owned 34,071 shares of the technology company’s stock after purchasing an additional 20,504 shares during the quarter. Financiere des Professionnels Fonds d investissement inc.’s holdings in Arista Networks were worth $4,183,000 at the end of the most recent quarter.

A number of other hedge funds have also recently made changes to their positions in the stock. Brighton Jones LLC raised its position in Arista Networks by 321.7% in the fourth quarter. Brighton Jones LLC now owns 7,806 shares of the technology company’s stock valued at $863,000 after purchasing an additional 5,955 shares during the period. Revolve Wealth Partners LLC acquired a new position in Arista Networks during the fourth quarter worth $202,000. Bison Wealth LLC purchased a new stake in shares of Arista Networks in the 4th quarter valued at $251,000. Sivia Capital Partners LLC raised its holdings in shares of Arista Networks by 48.4% in the 2nd quarter. Sivia Capital Partners LLC now owns 10,723 shares of the technology company’s stock valued at $1,097,000 after buying an additional 3,496 shares during the period. Finally, Gamco Investors INC. ET AL lifted its stake in Arista Networks by 31.3% during the 2nd quarter. Gamco Investors INC. ET AL now owns 4,193 shares of the technology company’s stock worth $429,000 after acquiring an additional 1,000 shares in the last quarter. Hedge funds and other institutional investors own 82.47% of the company’s stock.

Insider Activity at Arista Networks

In other Arista Networks news, major shareholder Andreas Bechtolsheim sold 260,000 shares of the stock in a transaction that occurred on Monday, June 15th. The shares were sold at an average price of $165.57, for a total value of $43,048,200.00. Following the sale, the insider directly 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 position. The sale was disclosed in a document filed with the SEC, which is available at 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 firm’s stock in a transaction on Wednesday, April 22nd. The shares were sold at an average price of $177.44, for a total transaction of $75,944,320.00. Following the completion of the sale, the chief executive officer owned 5,209,207 shares in the company, valued at $924,321,690.08. The trade was a 7.59% decrease in their ownership of the stock. 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. Insiders have sold a total of 3,092,983 shares of company stock valued at $519,161,650 in the last quarter. 2.70% of the stock is currently owned by company insiders.

Arista Networks Stock Performance

Shares of ANET opened at $168.12 on Friday. The stock has a 50-day simple moving average of $161.22 and a 200-day simple moving average of $147.10. The stock has a market capitalization of $211.69 billion, a PE ratio of 57.57, a PEG ratio of 2.65 and a beta of 1.60. Arista Networks, Inc. has a 1 year low of $106.99 and a 1 year high of $189.82.

Arista Networks (NYSE:ANET) last released its earnings results on Tuesday, May 5th. The technology company reported $0.87 earnings per share 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 analyst estimates 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% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.65 earnings per share. Arista Networks has set its Q2 2026 guidance at 0.880-0.880 EPS. Analysts predict that Arista Networks, Inc. will post 3.27 EPS for the current year.

Wall Street Analyst Weigh In

ANET has been the subject of a number of research analyst reports. Erste Group Bank upgraded Arista Networks from a “hold” rating to a “buy” rating in a report on Wednesday. Truist Financial set a $175.00 price target on shares of Arista Networks in a research note on Wednesday, May 6th. TD Cowen reissued a “buy” rating and set a $210.00 price target (up from $200.00) on shares of Arista Networks in a research report on Monday. Deutsche Bank Aktiengesellschaft raised shares of Arista Networks to a “buy” rating in a research note on Wednesday, June 10th. Finally, Needham & Company LLC restated a “buy” rating and issued a $185.00 price objective on shares of Arista Networks in a report on Wednesday, May 6th. Two research analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and one has assigned a Hold rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Buy” and an average price target of $188.95.

Key Stories Impacting Arista Networks

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

• Positive Sentiment: Analysts and market commentary continue to position Arista as an AI infrastructure winner, citing strong demand for data-center networking, backlog strength, and the likelihood that AI spending will keep driving growth. UBS sees data center investments to drive demand but supply constraints persist
• Positive Sentiment: Arista was highlighted as a high-growth, wide-moat stock and one of the infrastructure names best positioned to address AI bottlenecks, reinforcing confidence in its long-term competitive position. Beyond the Foundry: 5 Infrastructure Stocks Tackling the AI Bottlenecks
• Positive Sentiment: Technical commentary says ANET has been showing strong momentum and setting new highs, which can attract trend-following buyers. Arista Networks stock looks technically strong as it sets new all-time highs
• Positive Sentiment: Arista was upgraded by Erste Group Bank to a buy rating, adding to bullish analyst sentiment. Arista Networks upgraded by Erste Group Bank to Buy
• Neutral Sentiment: CEO Jayshree Ullal sold shares under a pre-arranged 10b5-1 plan. The sale was disclosed normally and does not necessarily point to a change in fundamentals, but it can temper sentiment. SEC filing
• Negative Sentiment: A recent note said ANET underperformed the broader market in the prior session, underscoring that the stock can still see short-term pullbacks despite strong long-term AI demand. Arista Networks suffers a larger drop than the general market

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.