Swiss Life Asset Management Ltd Cuts Stock Position in Arista Networks, Inc. $ANET

Posted by George Bondi on May 11th, 2026

Swiss Life Asset Management Ltd lessened its stake in Arista Networks, Inc. (NYSE:ANET – Free Report) by 1.2% in the 4th quarter, Holdings Channel.com reports. The fund owned 416,795 shares of the technology company’s stock after selling 5,056 shares during the quarter. Swiss Life Asset Management Ltd’s holdings in Arista Networks were worth $54,613,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in ANET. Brighton Jones LLC increased its holdings in Arista Networks by 321.7% in the 4th quarter. Brighton Jones LLC now owns 7,806 shares of the technology company’s stock worth $863,000 after acquiring an additional 5,955 shares in the last quarter. Revolve Wealth Partners LLC purchased a new stake in Arista Networks in the 4th quarter worth $202,000. Bison Wealth LLC purchased a new stake in Arista Networks in the 4th quarter worth $251,000. Sivia Capital Partners LLC grew its holdings in shares of Arista Networks by 48.4% during the second quarter. Sivia Capital Partners LLC now owns 10,723 shares of the technology company’s stock worth $1,097,000 after buying an additional 3,496 shares in the last quarter. Finally, Gamco Investors INC. ET AL grew its holdings in shares of Arista Networks by 31.3% during the second quarter. Gamco Investors INC. ET AL now owns 4,193 shares of the technology company’s stock worth $429,000 after buying an additional 1,000 shares in the last quarter. Hedge funds and other institutional investors own 82.47% of the company’s stock.

Key Headlines Impacting Arista Networks

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

Positive Sentiment: Morgan Stanley raised its price target on Arista Networks to $180 from $165 and kept an Overweight rating, signaling confidence in the company’s long-term upside. Morgan Stanley Raises its Price Target on Arista Networks (ANET) to $180
Positive Sentiment: Needham also reiterated a Buy rating on ANET, adding to the list of bullish analyst calls after recent weakness in the shares. Arista Networks (NYSE:ANET) Receives “Buy” Rating from Needham & Company LLC
Positive Sentiment: Analyst commentary continues to frame Arista as a long-term growth stock, with one article highlighting its strong market position and another noting that analysts still see meaningful upside from current levels. Why Arista Networks (ANET) is a Top Growth Stock for the Long-Term Ignore the sell-off in Arista Networks stock. Analysts still think ANET can gain 36% from here.
Positive Sentiment: Recent coverage points to strong momentum in the shares, including a report that Arista rallied sharply in April as demand for data center networking and AI-related infrastructure stayed hot. Why Arista Networks Stock Rocketed 41% Higher in April and Why It’s Likely Just Getting Started
Neutral Sentiment: Several articles and analyst notes reinforced Arista’s visibility as a high-growth AI and networking play, but these were largely reiterations of the existing bullish thesis rather than new catalysts. Susquehanna Remains a Buy on Arista Networks (ANET) Analysts Offer Insights on Technology Companies: International Business Machines (IBM), Adtran (ADTN) and Arista Networks (ANET)
Negative Sentiment: The main drag on ANET is the company’s warning about supply constraints, which triggered the recent pullback and raised questions about near-term revenue timing despite solid demand. Is Arista Networks Stock a Buy on the Dip?
Negative Sentiment: One article also noted that Arista’s stock fell even after a strong Q1 report, suggesting investors are currently focused more on execution and supply issues than on the earnings beat itself. Why Arista Networks Stock Plummeted Today

Insider Activity

In other news, insider Kenneth Duda sold 32,000 shares of the business’s stock in a transaction dated Tuesday, March 17th. The shares were sold at an average price of $134.14, for a total transaction of $4,292,480.00. Following the transaction, the insider owned 12,976 shares of the company’s stock, valued at approximately $1,740,600.64. The trade was a 71.15% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CEO Jayshree Ullal sold 428,000 shares of the business’s stock in a transaction dated 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 transaction, the chief executive officer directly owned 5,209,207 shares in the company, valued at approximately $924,321,690.08. The trade was a 7.59% 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. In the last three months, insiders have sold 1,502,729 shares of company stock worth $246,707,719. Corporate insiders own 3.39% of the company’s stock.

Arista Networks Trading Down 0.0%

Shares of ANET stock opened at $141.73 on Monday. The company’s 50-day moving average price is $143.25 and its 200-day moving average price is $137.87. The stock has a market cap of $178.47 billion, a price-to-earnings ratio of 48.54, a PEG ratio of 2.24 and a beta of 1.67. Arista Networks, Inc. has a twelve month low of $83.86 and a twelve month high of $179.80.

Arista Networks (NYSE:ANET – Get Free Report) last announced its quarterly earnings results on Tuesday, May 5th. The technology company reported $0.87 earnings per share for the quarter, beating the consensus estimate of $0.81 by $0.06. The firm had revenue of $2.71 billion for the quarter, compared to analysts’ expectations of $2.62 billion. Arista Networks had a net margin of 38.32% and a return on equity of 30.10%. The company’s revenue was up 35.1% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.65 EPS. Arista Networks has set its Q2 2026 guidance at 0.880-0.880 EPS. As a group, equities research analysts predict that Arista Networks, Inc. will post 3.18 EPS for the current year.

Analysts Set New Price Targets

A number of equities research analysts have recently issued reports on ANET shares. TD Cowen reaffirmed a “buy” rating and set a $200.00 target price (up from $170.00) on shares of Arista Networks in a report on Wednesday. Barclays reaffirmed an “overweight” rating and set a $195.00 target price (up from $184.00) on shares of Arista Networks in a report on Thursday. Wells Fargo & Company upped their target price on shares of Arista Networks from $175.00 to $185.00 and gave the stock an “overweight” rating in a report on Friday, February 13th. Needham & Company LLC reaffirmed a “buy” rating and set a $185.00 target price on shares of Arista Networks in a report on Wednesday, May 6th. Finally, Zacks Research raised shares of Arista Networks from a “hold” rating to a “strong-buy” rating in a report on Monday, April 13th. Three analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat, Arista Networks has a consensus rating of “Buy” and a consensus price target of $182.83.

Get Our Latest Report on ANET

About Arista Networks

(Free Report)

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.