ABN Amro Investment Solutions Has $15.66 Million Holdings in Arista Networks, Inc. $ANET

Posted by Geri Gentry on May 21st, 2026

ABN Amro Investment Solutions boosted its holdings in shares of Arista Networks, Inc. (NYSE:ANET – Free Report) by 135.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 119,531 shares of the technology company’s stock after buying an additional 68,807 shares during the quarter. ABN Amro Investment Solutions’ holdings in Arista Networks were worth $15,662,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently bought and sold shares of ANET. Rakuten Investment Management Inc. bought a new position in shares of Arista Networks in the 3rd quarter valued at $8,263,000. Lighthouse Financial Services Inc. ADV bought a new position in shares of Arista Networks in the 4th quarter valued at $1,549,000. National Wealth Management Group LLC bought a new position in shares of Arista Networks in the 3rd quarter valued at $1,296,000. Bensler LLC bought a new position in shares of Arista Networks in the 4th quarter valued at $6,350,000. Finally, QRG Capital Management Inc. lifted its stake in shares of Arista Networks by 6.4% in the 4th quarter. QRG Capital Management Inc. now owns 169,613 shares of the technology company’s stock valued at $22,224,000 after acquiring an additional 10,217 shares during the last quarter. Institutional investors and hedge funds own 82.47% of the company’s stock.

Arista Networks Trading Down 0.9%

Shares of Arista Networks stock opened at $140.32 on Thursday. The business has a 50-day moving average price of $144.85 and a two-hundred day moving average price of $137.13. Arista Networks, Inc. has a 1-year low of $83.86 and a 1-year high of $179.80. The company has a market cap of $176.69 billion, a P/E ratio of 48.06, a PEG ratio of 2.18 and a beta of 1.67.

Arista Networks (NYSE:ANET – Get Free Report) last issued its quarterly 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. Arista Networks had a return on equity of 30.10% and a net margin of 38.32%.The firm had revenue of $2.71 billion during the quarter, compared to the consensus estimate of $2.62 billion. During the same period last year, the business posted $0.65 EPS. The business’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. Equities research analysts forecast that Arista Networks, Inc. will post 3.28 EPS for the current fiscal year.

Trending Headlines about Arista Networks

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

Positive Sentiment: Raymond James upgraded Arista Networks to Outperform and set a $164 price target, citing expectations that the company’s growth profile should improve in 2027 and beyond. Raymond James flips Arista (ANET) to outperform with $164 target
Positive Sentiment: Arista was named a Leader in the 2026 Gartner Magic Quadrant for Enterprise Wired and Wireless LAN, reinforcing its momentum in enterprise networking and AI-optimized connectivity. Arista Networks Positioned as a Leader in the 2026 Gartner® Magic Quadrant™ for Enterprise Wired and Wireless LAN
Positive Sentiment: Analysts continue to highlight Arista as a key beneficiary of the AI data center buildout, with commentary pointing to strong demand for Ethernet-based AI networking and improved fair-value expectations. How The AI Data Center Story Is Reframing Arista Networks (ANET) Valuation And Expectations
Neutral Sentiment: Arista’s strong Q1 results and guidance remain a backdrop for bullish sentiment, with the company recently reporting revenue growth of 35.1% year over year and guiding for continued strength. Why Arista Networks (ANET) Is Central to AI Data Center Networking Upgrades
Negative Sentiment: Insider Kenneth Duda sold shares in two disclosed transactions under a Rule 10b5-1 trading plan, which can still weigh on sentiment even though the sales were pre-arranged. SEC filing for Kenneth Duda transaction

Analyst Ratings Changes

A number of research analysts have recently commented on ANET shares. TD Cowen reiterated a “buy” rating and issued a $200.00 price target (up from $170.00) on shares of Arista Networks in a research note on Wednesday, May 6th. Wells Fargo & Company increased their price target on Arista Networks from $175.00 to $185.00 and gave the company an “overweight” rating in a research note on Friday, February 13th. Evercore reiterated an “outperform” rating and issued a $200.00 price target on shares of Arista Networks in a research note on Friday, February 13th. Susquehanna upgraded Arista Networks to a “strong-buy” rating in a report on Wednesday, April 1st. Finally, The Goldman Sachs Group restated a “buy” rating and issued a $188.00 price objective (up from $165.00) on shares of Arista Networks in a report on Friday, February 13th. Two 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 company. According to data from MarketBeat, Arista Networks has an average rating of “Buy” and an average target price of $181.84.

Read Our Latest Analysis on Arista Networks

Insiders Place Their Bets

In other news, CEO Jayshree Ullal sold 428,000 shares of the firm’s stock in a transaction dated Wednesday, April 22nd. The stock was sold at an average price of $177.44, for a total value of $75,944,320.00. Following the completion of the sale, the chief executive officer directly owned 5,209,207 shares in the company, valued at $924,321,690.08. This trade represents a 7.59% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Charles H. Giancarlo sold 8,000 shares of the firm’s stock in a transaction dated Friday, May 1st. The shares were sold at an average price of $175.40, for a total value of $1,403,200.00. Following the completion of the sale, the director owned 208,333 shares of the company’s stock, valued at approximately $36,541,608.20. This represents a 3.70% 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. In the last 90 days, insiders have sold 1,502,729 shares of company stock valued at $246,573,179. 2.70% of the stock is currently owned by insiders.

Arista Networks Profile

(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.