Arista Networks, Inc. $ANET Stock Acquired by Avior Wealth Management LLC

Key Points

• Institutional ownership increased: Avior Wealth Management raised its Arista Networks stake by 392.2% to 13,535 shares, while other funds also initiated or expanded positions. Institutions collectively own 82.47% of the company.
• Insiders have been selling shares: CEO Jayshree Ullal sold approximately $28.3 million worth of stock, and major shareholder Andreas Bechtolsheim sold $59.7 million. Insiders have sold $740.8 million in shares over the past three months.
• Analysts remain bullish amid strong growth: Arista exceeded quarterly EPS and revenue estimates, with revenue up 37.7% year over year. The stock has a “Moderate Buy” consensus rating and an average price target of $235.45, supported by growing demand for AI networking infrastructure.

Avior Wealth Management LLC raised its stake in Arista Networks, Inc. (NYSE:ANET - Free Report) by 392.2% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 13,535 shares of the technology company's stock after purchasing an additional 10,785 shares during the quarter. Avior Wealth Management LLC's holdings in Arista Networks were worth $2,756,000 at the end of the most recent quarter.

Other institutional investors have also recently made changes to their positions in the company. Baldwin Wealth Partners LLC MA bought a new position in shares of Arista Networks during the third quarter valued at approximately $709,000. Perpetual Ltd lifted its stake in Arista Networks by 964.3% in the third quarter. Perpetual Ltd now owns 153,149 shares of the technology company's stock worth $31,180,000 after acquiring an additional 138,759 shares during the period. JGP Wealth Management LLC purchased a new stake in Arista Networks in the third quarter worth $255,000. RTD Financial Advisors Inc. bought a new stake in Arista Networks in the third quarter valued at $358,000. Finally, Gallagher Capital Advisors LLC bought a new stake in Arista Networks in the third quarter valued at $3,256,000. Hedge funds and other institutional investors own 82.47% of the company's stock.

Insider Buying and Selling at Arista Networks

In other Arista Networks news, CEO Jayshree Ullal sold 130,553 shares of the firm's stock in a transaction that occurred on Friday, October 9th. The shares were sold at an average price of $217.10, for a total transaction of $28,343,056.30. Following the completion of the transaction, the chief executive officer owned 4,774,691 shares of the company's stock, valued at approximately $1,036,585,416.10. This trade represents a 2.66% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, major shareholder Andreas Bechtolsheim sold 300,000 shares of Arista Networks stock in a transaction that occurred on Thursday, September 17th. The shares were sold at an average price of $198.95, for a total transaction of $59,685,000.00. Following the transaction, the insider owned 180,543,048 shares of the company's stock, valued at $35,919,039,399.60. The trade was a 0.17% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 3,627,449 shares of company stock valued at $740,784,723 over the last three months. 2.70% of the stock is currently owned by corporate insiders.

Arista Networks Trading Down 3.1%

ANET opened at $204.34 on Wednesday. The stock has a fifty day simple moving average of $198.89 and a two-hundred day simple moving average of $173.36. The company has a market cap of $257.72 billion, a price-to-earnings ratio of 66.73, a price-to-earnings-growth ratio of 2.45 and a beta of 1.60. Arista Networks, Inc. has a 12-month low of $114.52 and a 12-month high of $217.41.

Arista Networks (NYSE:ANET - Get Free Report) last announced its quarterly earnings data on Tuesday, August 4th. The technology company reported $1.02 EPS for the quarter, beating the consensus estimate of $0.89 by $0.13. The business had revenue of $3.04 billion during the quarter, compared to analyst estimates of $2.83 billion. Arista Networks had a return on equity of 30.65% and a net margin of 38.37%. The company's revenue for the quarter was up 37.7% on a year-over-year basis. During the same quarter last year, the firm posted $0.73 earnings per share. Arista Networks has set its Q3 2026 guidance at 1.060-1.080 EPS. On average, analysts predict that Arista Networks, Inc. will post 3.79 EPS for the current year.

Wall Street Analysts Forecast Growth

A number of research analysts have issued reports on ANET shares. Barclays reissued an "overweight" rating and set a $289.00 price objective (up from $195.00) on shares of Arista Networks in a research report on Wednesday, August 5th. Jefferies Financial Group set a $250.00 target price on shares of Arista Networks in a research report on Wednesday, August 5th. Sanford C. Bernstein initiated coverage on shares of Arista Networks in a research note on Wednesday, September 30th. They set an "outperform" rating and a $250.00 target price on the stock. Rosenblatt Securities lifted their target price on shares of Arista Networks from $210.00 to $280.00 and gave the company a "buy" rating in a research note on Wednesday, August 5th. Finally, Wells Fargo & Company reiterated an "overweight" rating and set a $255.00 price target (up from $200.00) on shares of Arista Networks in a research report on Wednesday, August 5th. One analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating and two have given a Hold rating to the company's stock. According to MarketBeat, the stock presently has an average rating of "Moderate Buy" and an average target price of $235.45.

Key Headlines Impacting Arista Networks

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

• Positive Sentiment: Arista introduced an open Ethernet rack-scale portfolio designed to connect accelerators across liquid-cooled racks for large AI workloads. The launch strengthens its positioning in high-density AI infrastructure and could expand its addressable market. Arista Networks Stock Dropped, What Is Behind the Fresh Attention?
• Positive Sentiment: Erste Group Bank raised its Arista Networks FY2026 EPS estimate to $3.79 from $3.78 and its FY2027 estimate to $4.74 from $4.73, while maintaining a Buy rating. The increases are modest but reinforce expectations for continued earnings growth.
• Positive Sentiment: Arista’s revenue outlook was reportedly raised for the third time this year, while non-cancellable purchase commitments increased 2.7 times to $9.7 billion, suggesting strong customer demand and future visibility. Arista Networks Prospects and Earnings

Arista Networks Company Profile

Arista Networks, Inc develops and sells cloud networking solutions for data centers, campus environments and high-performance computing applications. Its products include Ethernet switches, routers, wireless access points and related networking equipment designed to support cloud computing, artificial intelligence, enterprise and service-provider networks.

The company's software portfolio includes Arista EOS, its network operating system, and CloudVision, a platform that helps customers manage, automate and monitor network infrastructure.

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