Arista Networks, Inc. $ANET Shares Acquired by Van Lanschot Kempen Investment Management N.V.

Van Lanschot Kempen Investment Management N.V. boosted its holdings in shares of Arista Networks, Inc. (NYSE:ANET) by 136.9% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 132,873 shares of the technology company’s stock after purchasing an additional 76,784 shares during the period. Van Lanschot Kempen Investment Management N.V.’s holdings in Arista Networks were worth $17,410,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also added to or reduced their stakes in ANET. Board of the Pension Protection Fund purchased a new stake in shares of Arista Networks in the 4th quarter valued at approximately $26,000. Knuff & Co LLC purchased a new stake in shares of Arista Networks in the 3rd quarter valued at approximately $29,000. Ameliora Wealth Management Ltd. purchased a new stake in shares of Arista Networks in the 4th quarter valued at approximately $30,000. Quarry LP purchased a new stake in shares of Arista Networks in the 3rd quarter valued at approximately $33,000. Finally, Ares Financial Consulting LLC purchased a new stake in shares of Arista Networks in the 4th quarter valued at approximately $34,000. 82.47% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting Arista Networks

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

• Positive Sentiment: An analyst raised Arista Networks’ price target, helping fuel the stock’s recent climb and reinforcing optimism around the company’s outlook. Why Arista Networks Stock Flew More Than 4% Higher on Friday
• Positive Sentiment: Arista rolled out its 7060XE7 Series Ethernet platforms, with faster speeds and up to 100 Tbps switching capacity, which could support rising AI infrastructure spending and strengthen future demand. Can Arista’s Advanced Networking Platform Meet the Growing AI Demand?
• Positive Sentiment: Erste Group Bank boosted its FY2027 EPS estimate for Arista to $4.00 from $3.95, signaling improved long-term earnings expectations. MarketBeat Arista Networks article
• Neutral Sentiment: Broader market volatility tied to AI spending concerns, interest rates, and economic growth may be influencing trading across tech stocks, including Arista. The Stock Market Is Getting Volatile—Finally. What to Put on Your Buy List.
• Neutral Sentiment: A report noted that Arista co-founder Andreas Bechtolsheim sold 220,000 shares, which can draw attention but does not by itself confirm a change in the business outlook. Andreas Bechtolsheim Sells 220,000 Shares of Arista Networks (NYSE:ANET) Stock

Insider Buying and Selling

In other Arista Networks news, Director Charles H. Giancarlo sold 8,000 shares of the stock in a transaction that occurred on Monday, June 1st. The shares were sold at an average price of $169.09, for a total value of $1,352,720.00. Following the completion of the sale, the director owned 200,333 shares in the company, valued at $33,874,306.97. This represents a 3.84% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, major shareholder Andreas Bechtolsheim sold 220,000 shares of the stock in a transaction that occurred on Friday, June 5th. The stock was sold at an average price of $157.93, for a total transaction of $34,744,600.00. Following the completion of the sale, the insider owned 111,848 shares of the company’s stock, valued at approximately $17,664,154.64. The trade was a 66.30% 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 2,403,142 shares of company stock worth $388,820,943. Insiders own 2.70% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities research analysts recently commented on ANET shares. JPMorgan Chase & Co. upped 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 restated an “overweight” rating and issued a $181.00 price target (up from $175.00) on shares of Arista Networks in a research report on Wednesday, May 6th. Barclays restated an “overweight” rating and issued a $195.00 price target (up from $184.00) on shares of Arista Networks in a research report on Thursday, May 7th. UBS Group restated a “buy” rating and issued a $187.00 price target (up from $177.00) on shares of Arista Networks in a research report on Wednesday, May 6th. Finally, Weiss Ratings upgraded shares of Arista Networks from a “hold (c+)” rating to a “buy (b)” rating in a research report on Friday, May 15th. Two equities 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 stock. According to MarketBeat.com, the company currently has an average rating of “Buy” and a consensus target price of $186.47.

Arista Networks Stock Up 4.5%

ANET stock opened at $163.38 on Friday. Arista Networks, Inc. has a 12-month low of $85.58 and a 12-month high of $179.80. The company has a market cap of $205.73 billion, a price-to-earnings ratio of 55.95, a PEG ratio of 2.41 and a beta of 1.61. The company has a 50 day moving average of $154.43 and a two-hundred day moving average of $139.99.

Arista Networks (NYSE:ANET) last released its earnings results 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. Arista Networks had a net margin of 38.32% and a return on equity of 30.10%. The company had revenue of $2.71 billion during the quarter, compared to the consensus estimate of $2.62 billion. During the same quarter in the prior year, the firm earned $0.65 EPS. The company’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. On average, research analysts anticipate that Arista Networks, Inc. will post 3.27 EPS for the current year.

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.