Strategic Advisors LLC Raises Holdings in Arista Networks, Inc. $ANET

Posted by George Bondi on Jun 3rd, 2026

Strategic Advisors LLC boosted its holdings in shares of Arista Networks, Inc. (NYSE:ANET – Free Report) by 22.1% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 19,313 shares of the technology company’s stock after acquiring an additional 3,496 shares during the quarter. Strategic Advisors LLC’s holdings in Arista Networks were worth $2,531,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of the business. AXQ Capital LP increased its holdings in Arista Networks by 31.3% during the fourth quarter. AXQ Capital LP now owns 17,002 shares of the technology company’s stock valued at $2,228,000 after buying an additional 4,055 shares during the period. Root Financial Partners LLC increased its holdings in Arista Networks by 154.1% during the fourth quarter. Root Financial Partners LLC now owns 12,188 shares of the technology company’s stock valued at $1,597,000 after buying an additional 7,391 shares during the period. BNP Paribas increased its holdings in Arista Networks by 73.0% during the fourth quarter. BNP Paribas now owns 65,183 shares of the technology company’s stock valued at $9,001,000 after buying an additional 27,497 shares during the period. a16z Perennial Management L.P. increased its holdings in Arista Networks by 2.8% during the fourth quarter. a16z Perennial Management L.P. now owns 3,276 shares of the technology company’s stock valued at $429,000 after buying an additional 88 shares during the period. Finally, New Mexico Educational Retirement Board increased its holdings in Arista Networks by 3.9% during the fourth quarter. New Mexico Educational Retirement Board now owns 48,300 shares of the technology company’s stock valued at $6,329,000 after buying an additional 1,800 shares during the period. 82.47% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several research firms have issued reports on ANET. Truist Financial set a $175.00 price target on shares of Arista Networks in a report on Wednesday, May 6th. Barclays reaffirmed an “overweight” rating and issued a $195.00 price target (up from $184.00) on shares of Arista Networks in a report on Thursday, May 7th. TD Cowen reaffirmed a “buy” rating and issued a $200.00 price target (up from $170.00) on shares of Arista Networks in a report on Wednesday, May 6th. Wells Fargo & Company lifted their price target 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. Finally, Needham & Company LLC reaffirmed a “buy” rating and issued a $185.00 price target on shares of Arista Networks in a report on Wednesday, May 6th. Two research analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and two have given a Hold rating to the stock. According to MarketBeat, the company has an average rating of “Buy” and an average target price of $185.72.

Get Our Latest Report on Arista Networks

Insider Activity at Arista Networks

In related news, insider Kenneth Duda sold 32,000 shares of the business’s stock in a transaction on 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 completion of the transaction, the insider directly owned 12,976 shares in the company, valued at $1,740,600.64. The trade was a 71.15% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO Jayshree Ullal sold 428,000 shares of the business’s stock in a transaction on 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 owned 5,209,207 shares of the company’s stock, valued at $924,321,690.08. This represents a 7.59% 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 sold 1,935,142 shares of company stock worth $313,589,223 over the last three months. Company insiders own 2.70% of the company’s stock.

Arista Networks Price Performance

NYSE ANET opened at $170.91 on Tuesday. The company has a market capitalization of $215.20 billion, a PE ratio of 58.53, a P/E/G ratio of 2.46 and a beta of 1.67. The company has a fifty day moving average of $148.22 and a 200 day moving average of $137.86. Arista Networks, Inc. has a 1 year low of $85.58 and a 1 year high of $179.80.

Arista Networks (NYSE:ANET – Get Free Report) last posted its earnings results on Tuesday, May 5th. The technology company reported $0.87 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.81 by $0.06. The company had revenue of $2.71 billion during the quarter, compared to the consensus estimate of $2.62 billion. Arista Networks had a net margin of 38.32% and a return on equity of 30.10%. The firm’s quarterly revenue was up 35.1% on a year-over-year basis. During the same period in the previous year, the firm posted $0.65 earnings per share. Arista Networks has set its Q2 2026 guidance at 0.880-0.880 EPS. Research analysts expect that Arista Networks, Inc. will post 3.27 earnings per share for the current year.

Arista Networks Company 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.