Retirement Planning Group LLC Invests $664,000 in Arista Networks, Inc. $ANET

Posted by George Bondi on Jul 15th, 2026

Retirement Planning Group LLC acquired a new position in Arista Networks, Inc. (NYSE:ANET – Free Report) during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 5,409 shares of the technology company’s stock, valued at approximately $664,000.

Other institutional investors and hedge funds have also bought and sold shares of the company. Board of the Pension Protection Fund acquired a new position in Arista Networks during the 4th quarter worth about $26,000. Sankala Group LLC bought a new stake in shares of Arista Networks in the 4th quarter valued at about $27,000. Prosperity Bancshares Inc acquired a new stake in shares of Arista Networks in the fourth quarter valued at about $28,000. Ameliora Wealth Management Ltd. acquired a new stake in shares of Arista Networks in the fourth quarter valued at about $30,000. Finally, Hilton Head Capital Partners LLC raised its position in shares of Arista Networks by 184.9% during the first quarter. Hilton Head Capital Partners LLC now owns 245 shares of the technology company’s stock worth $30,000 after acquiring an additional 159 shares during the last quarter. 82.47% of the stock is currently owned by institutional investors and hedge funds.

Arista Networks News Summary

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

Positive Sentiment: Market and analyst commentary continue to frame Arista as a key AI infrastructure winner, citing strong demand for data-center networking, healthy order backlogs, and expectations that AI spending will keep driving growth. UBS sees data center investments to drive demand but supply constraints persist
Positive Sentiment: Arista was highlighted as a “high-growth wide-moat” name and included among infrastructure stocks tackling AI bottlenecks, reinforcing confidence in its long-term competitive position and upside potential. Beyond the Foundry: 5 Infrastructure Stocks Tackling the AI Bottlenecks
Positive Sentiment: Recent technical commentary says ANET is looking strong and has been setting new all-time highs, which can attract momentum-focused buyers. Arista Networks stock looks technically strong as it sets new all-time highs
Neutral Sentiment: CEO Jayshree Ullal sold 242,422 shares in a pre-arranged Rule 10b5-1 plan. The sale was disclosed normally and does not necessarily signal a change in fundamentals, but large insider sales can still temper sentiment. SEC filing
Neutral Sentiment: Some recent commentary notes that another enterprise AI stock may have more near-term upside because of its lower valuation, which could modestly cap enthusiasm for ANET. Workday vs. Arista: Which enterprise AI stock has more upside now?
Negative Sentiment: A recent note said ANET underperformed the broader market in the prior session, reminding investors that the stock can see short-term volatility even with strong longer-term fundamentals. Arista Networks suffers a larger drop than the general market

Insider Activity at Arista Networks

In other news, major shareholder Andreas Bechtolsheim sold 240,000 shares of the company’s stock in a transaction dated Thursday, July 2nd. The shares were sold at an average price of $162.67, for a total transaction of $39,040,800.00. Following the transaction, the insider owned 182,043,048 shares in the company, valued at approximately $29,612,942,618.16. This represents a 0.13% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Kenneth Duda sold 17,333 shares of the stock in a transaction dated Monday, June 22nd. The stock was sold at an average price of $171.42, for a total transaction of $2,971,222.86. Following the transaction, the insider directly owned 12,976 shares in the company, valued at $2,224,345.92. This trade represents a 57.19% 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. Over the last three months, insiders have sold 3,500,983 shares of company stock valued at $584,395,630. Company insiders own 2.70% of the company’s stock.

Arista Networks Stock Performance

Arista Networks stock opened at $182.18 on Wednesday. The stock has a market capitalization of $229.41 billion, a price-to-earnings ratio of 62.39, a PEG ratio of 2.79 and a beta of 1.60. Arista Networks, Inc. has a 52-week low of $104.68 and a 52-week high of $189.82. The stock’s 50 day moving average price is $160.20 and its two-hundred day moving average price is $146.56.

Arista Networks (NYSE:ANET – Get Free Report) last released its quarterly earnings data 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. Arista Networks had a net margin of 38.32% and a return on equity of 30.10%. The company had revenue of $2.71 billion during the quarter, compared to analyst estimates of $2.62 billion. During the same quarter in the previous year, the business posted $0.65 EPS. Arista Networks’s revenue for the quarter 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. On average, equities research analysts forecast that Arista Networks, Inc. will post 3.27 EPS for the current year.

Wall Street Analysts Forecast Growth

A number of equities analysts recently commented on ANET shares. Morgan Stanley reaffirmed an “overweight” rating and issued a $190.00 price objective (up from $180.00) on shares of Arista Networks in a research note on Friday, June 12th. Wolfe Research reissued an “outperform” rating and set a $175.00 target price on shares of Arista Networks in a research report on Wednesday, June 10th. Raymond James Financial upgraded shares of Arista Networks from a “market perform” rating to an “outperform” rating and set a $164.00 price target for the company in a report on Friday, May 15th. JPMorgan Chase & Co. boosted their price target on shares of Arista Networks from $190.00 to $200.00 and gave the stock an “overweight” rating in a research report on Thursday, April 16th. Finally, Susquehanna raised shares of Arista Networks to a “strong-buy” rating in a research note on Wednesday, April 1st. Two investment analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Buy” and an average price target of $188.16.

Check Out Our Latest Report on ANET

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.

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Institutional Ownership by Quarter for Arista Networks (NYSE:ANET)

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