Triad Wealth Partners LLC Takes $1.55 Million Position in Arista Networks, Inc. $ANET

Key Points

• Triad Wealth Partners opened a new position of 11,839 shares in Arista Networks valued at approximately $1.55 million in Q4, joining major institutional holders (Vanguard, State Street, Invesco, Arrowstreet, AQR) that together own about 82.47% of the stock.
• Arista beat Q4 estimates with EPS of $0.82 versus $0.75 and revenue of $2.49 billion (up 28.9% year‑over‑year); the shares trade near $145 with a market cap around $182.8 billion and a P/E of 52.7.
• Insiders have sold roughly 199,632 shares (~$26.9 million) in the last three months, but analysts remain constructive—consensus "Moderate Buy" with an average target of $176.44 and several firms raising price objectives.

Triad Wealth Partners LLC acquired a new stake in Arista Networks, Inc. (NYSE:ANET - Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 11,839 shares of the technology company's stock, valued at approximately $1,551,000.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the company. Vanguard Group Inc. lifted its position in Arista Networks by 1.0% in the third quarter. Vanguard Group Inc. now owns 100,000,830 shares of the technology company's stock worth $14,571,121,000 after purchasing an additional 1,007,730 shares during the period. State Street Corp lifted its position in Arista Networks by 0.5% in the third quarter. State Street Corp now owns 46,342,551 shares of the technology company's stock worth $6,752,573,000 after purchasing an additional 245,976 shares during the period. Invesco Ltd. lifted its position in Arista Networks by 1.8% in the third quarter. Invesco Ltd. now owns 10,094,255 shares of the technology company's stock worth $1,470,834,000 after purchasing an additional 181,813 shares during the period. Arrowstreet Capital Limited Partnership lifted its position in Arista Networks by 82.5% in the third quarter. Arrowstreet Capital Limited Partnership now owns 9,587,115 shares of the technology company's stock worth $1,396,939,000 after purchasing an additional 4,332,659 shares during the period. Finally, AQR Capital Management LLC lifted its position in Arista Networks by 13.2% in the second quarter. AQR Capital Management LLC now owns 8,742,112 shares of the technology company's stock worth $892,919,000 after purchasing an additional 1,022,303 shares during the period. 82.47% of the stock is owned by institutional investors.

Arista Networks Stock Up 0.3%

Shares of ANET stock opened at $145.47 on Friday. The stock has a 50-day moving average price of $133.86 and a 200 day moving average price of $135.90. The firm has a market cap of $182.79 billion, a price-to-earnings ratio of 52.71, a PEG ratio of 2.56 and a beta of 1.48. Arista Networks, Inc. has a 12 month low of $66.59 and a 12 month high of $164.94.

Arista Networks (NYSE:ANET - Get Free Report) last announced its quarterly earnings data on Thursday, February 12th. The technology company reported $0.82 EPS for the quarter, topping analysts' consensus estimates of $0.75 by $0.07. The firm had revenue of $2.49 billion during the quarter, compared to analyst estimates of $2.38 billion. Arista Networks had a return on equity of 30.37% and a net margin of 38.99%.The company's revenue was up 28.9% on a year-over-year basis. During the same period last year, the company earned $0.66 earnings per share. Sell-side analysts predict that Arista Networks, Inc. will post 2.2 earnings per share for the current fiscal year.

Insider Transactions at Arista Networks

In related news, Director Yvonne Wassenaar sold 1,395 shares of Arista Networks stock in a transaction dated Monday, March 16th. The stock was sold at an average price of $134.34, for a total value of $187,404.30. Following the completion of the sale, the director directly owned 11,179 shares in the company, valued at $1,501,786.86. This trade represents a 11.09% 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. Also, insider Kenneth Duda sold 26,000 shares of Arista Networks stock in a transaction dated Tuesday, March 17th. The stock was sold at an average price of $134.14, for a total value of $3,487,640.00. Following the completion of the sale, the insider owned 502,400 shares of the company's stock, valued at approximately $67,391,936. The trade was a 4.92% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 199,632 shares of company stock valued at $26,873,604 in the last three months. Company insiders own 3.39% of the company's stock.

Analyst Upgrades and Downgrades

ANET has been the subject of several research reports. Susquehanna raised Arista Networks to a "strong-buy" rating in a research report on Wednesday, April 1st. KeyCorp reiterated an "overweight" rating and set a $178.00 price objective (up from $170.00) on shares of Arista Networks in a research note on Friday, February 13th. Wells Fargo & Company increased their price objective on Arista Networks from $175.00 to $185.00 and gave the stock an "overweight" rating in a research note on Friday, February 13th. Morgan Stanley reiterated an "overweight" rating and set a $165.00 price objective on shares of Arista Networks in a research note on Friday, February 13th. Finally, Needham & Company LLC increased their price objective on Arista Networks from $165.00 to $185.00 and gave the stock a "buy" rating in a research note on Friday, February 13th. Two equities research analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and a consensus target price of $176.44.

Arista Networks News Roundup

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

• Positive Sentiment: Rosenblatt Securities upgraded ANET, citing stronger demand and favorable positioning; the upgrade triggered a notable intraday rally. Arista Networks NYSE: ANET Trading Up 5.6% Following Analyst Upgrade
• Positive Sentiment: Multiple outlets report Rosenblatt’s rating increase, reinforcing the upgrade’s market impact and attention from investors. Rosenblatt upgrades Arista Networks (ANET)
• Positive Sentiment: Analyst coverage remains constructive overall — brokerages’ consensus sits around "Moderate Buy," supporting demand for the shares. Arista Networks, Inc. NYSE: ANET Receives Average Rating of "Moderate Buy" from Brokerages
• Positive Sentiment: Erste Group nudged FY2027 EPS estimates slightly higher (small absolute change but supportive of the upward revision trend among analysts). MarketBeat Arista Networks profile (estimate update)
• Positive Sentiment: Coverage noting Arista’s strengthening data‑center position helps the company’s secular growth story (cloud and hyperscaler demand remain tailwinds). Arista Networks NYSE: ANET Strengthens Data Center Position In NYSE Composite
• Neutral Sentiment: Zacks highlights an estimate‑revision uptrend (2026‑27 EPS lift) but warns margin pressure and rising costs could offset some upside — a mixed read for investors balancing growth vs. margin risk. Should You Bet on ANET Stock Amid an Estimate Revision Uptrend?
• Neutral Sentiment: Broader market pieces on bearish ETFs mention ANET as a component of internet indexes targeted by inverse funds — an informational note but not a company‑specific catalyst. These 3 ETFs Are Suitable for Ultra-Bearish Investors (MarketBeat)

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.

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