Focus Partners Wealth Increases Position in Arista Networks, Inc. $ANET

Posted by Geri Gentry on Jun 15th, 2026

Focus Partners Wealth lifted its holdings in Arista Networks, Inc. (NYSE:ANET – Free Report) by 272.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 994,526 shares of the technology company’s stock after purchasing an additional 727,416 shares during the period. Focus Partners Wealth’s holdings in Arista Networks were worth $127,888,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also recently modified their holdings of ANET. Board of the Pension Protection Fund purchased a new position in shares of Arista Networks in the 4th quarter valued at about $26,000. Knuff & Co LLC purchased a new position in shares of Arista Networks in the 3rd quarter valued at about $29,000. Ameliora Wealth Management Ltd. purchased a new position in shares of Arista Networks in the 4th quarter valued at about $30,000. Quarry LP purchased a new position in shares of Arista Networks in the 3rd quarter valued at about $33,000. Finally, Ares Financial Consulting LLC purchased a new position in shares of Arista Networks in the 4th quarter valued at about $34,000. Hedge funds and other institutional investors own 82.47% of the company’s stock.

Analyst Ratings Changes

Several equities analysts recently weighed in on ANET shares. Piper Sandler restated an “overweight” rating and issued a $181.00 price target (up from $175.00) on shares of Arista Networks in a research note on Wednesday, May 6th. Truist Financial set a $175.00 price target on Arista Networks in a research note on Wednesday, May 6th. JPMorgan Chase & Co. lifted their price target on Arista Networks from $190.00 to $200.00 and gave the company an “overweight” rating in a research note on Thursday, April 16th. UBS Group restated a “buy” rating and issued a $187.00 price target (up from $177.00) on shares of Arista Networks in a research note on Wednesday, May 6th. Finally, Needham & Company LLC restated a “buy” rating and issued a $185.00 price target on shares of Arista Networks in a research note on Wednesday, May 6th. 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. Based on data from MarketBeat.com, the stock has an average rating of “Buy” and an average price target of $186.47.

View Our Latest Stock Report on Arista Networks

Arista Networks News Roundup

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

Positive Sentiment: An analyst raised Arista Networks’ price target, helping fuel the stock’s recent climb and reinforcing optimism around the company’s outlook. Why Arista Networks Stock Flew More Than 4% Higher on Friday
Positive Sentiment: Arista rolled out its 7060XE7 Series Ethernet platforms, with faster speeds and up to 100 Tbps switching capacity, which could support rising AI infrastructure spending and strengthen future demand. Can Arista’s Advanced Networking Platform Meet the Growing AI Demand?
Positive Sentiment: Erste Group Bank boosted its FY2027 EPS estimate for Arista to $4.00 from $3.95, signaling improved long-term earnings expectations. MarketBeat Arista Networks article
Neutral Sentiment: Broader market volatility tied to AI spending concerns, interest rates, and economic growth may be influencing trading across tech stocks, including Arista. The Stock Market Is Getting Volatile—Finally. What to Put on Your Buy List.
Neutral Sentiment: A report noted that Arista co-founder Andreas Bechtolsheim sold 220,000 shares, which can draw attention but does not by itself confirm a change in the business outlook. Andreas Bechtolsheim Sells 220,000 Shares of Arista Networks (NYSE:ANET) Stock

Insider Buying and Selling

In related news, Director Charles H. Giancarlo sold 8,000 shares of Arista Networks stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $169.09, for a total value of $1,352,720.00. Following the sale, the director directly owned 200,333 shares in the company, valued at approximately $33,874,306.97. The trade was a 3.84% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, major shareholder Andreas Bechtolsheim sold 220,000 shares of Arista Networks stock in a transaction dated Friday, June 5th. The stock was sold at an average price of $157.93, for a total value of $34,744,600.00. Following the completion of the sale, the insider owned 111,848 shares in the company, valued at approximately $17,664,154.64. The trade was a 66.30% 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. Insiders sold a total of 2,401,747 shares of company stock worth $388,633,539 in the last quarter. 2.70% of the stock is owned by insiders.

Arista Networks Trading Up 0.1%

ANET stock opened at $163.38 on Monday. Arista Networks, Inc. has a 12-month low of $85.58 and a 12-month high of $179.80. The stock has a market cap of $205.73 billion, a price-to-earnings ratio of 55.95, a PEG ratio of 2.52 and a beta of 1.61. The business’s 50-day moving average is $154.43 and its 200 day moving average is $140.12.

Arista Networks (NYSE:ANET – Get Free Report) last posted its quarterly earnings data on Tuesday, May 5th. The technology company reported $0.87 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.81 by $0.06. Arista Networks had a return on equity of 30.10% and a net margin of 38.32%.The company had revenue of $2.71 billion for the quarter, compared to analysts’ expectations of $2.62 billion. During the same period in the previous year, the firm posted $0.65 EPS. Arista Networks’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. As a group, equities analysts forecast that Arista Networks, Inc. will post 3.27 EPS for the current fiscal year.

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.