Consilium Wealth Advisory LLC Buys 3,823 Shares of Arista Networks, Inc. $ANET

Posted by Francis Steltz on Oct 14th, 2026

Consilium Wealth Advisory LLC purchased a new stake in Arista Networks, Inc. (NYSE:ANET – Free Report) during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor purchased 3,823 shares of the technology company’s stock, valued at approximately $778,000.

A number of other hedge funds have also modified their holdings of ANET. Davidson Trust Co. purchased a new position in shares of Arista Networks during the 3rd quarter worth approximately $3,512,000. Deutsche Bank AG lifted its stake in Arista Networks by 4.3% during the second quarter. Deutsche Bank AG now owns 9,357,496 shares of the technology company’s stock worth $1,589,651,000 after purchasing an additional 388,354 shares in the last quarter. Ferguson Wellman Capital Management Inc. lifted its stake in Arista Networks by 2,827.9% during the third quarter. Ferguson Wellman Capital Management Inc. now owns 52,381 shares of the technology company’s stock worth $10,664,000 after purchasing an additional 50,592 shares in the last quarter. First National Bank of Mount Dora Trust Investment Services purchased a new position in shares of Arista Networks during the first quarter worth $5,279,000. Finally, Whitaker Myers Wealth Managers LTD. boosted its position in shares of Arista Networks by 564.1% during the second quarter. Whitaker Myers Wealth Managers LTD. now owns 16,847 shares of the technology company’s stock worth $2,862,000 after buying an additional 14,310 shares during the period. 82.47% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at Arista Networks

In related news, Director Mark Templeton sold 5,000 shares of Arista Networks stock in a transaction that occurred on Thursday, October 1st. The shares were sold at an average price of $204.37, for a total value of $1,021,850.00. Following the completion of the transaction, the director owned 48,410 shares in the company, valued at $9,893,551.70. The trade was a 9.36% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Kenneth Duda sold 17,333 shares of the business’s stock in a transaction that occurred on Monday, September 21st. The stock was sold at an average price of $203.50, for a total transaction of $3,527,265.50. Following the transaction, the insider owned 12,976 shares of the company’s stock, valued at $2,640,616. This trade represents a 57.19% decrease in their position. 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 have sold 3,627,449 shares of company stock valued at $740,784,723 over the last quarter. Insiders own 2.70% of the company’s stock.

Arista Networks Stock Down 4.1%

NYSE ANET traded down $8.36 during trading hours on Wednesday, hitting $196.16. 2,471,849 shares of the company were exchanged, compared to its average volume of 7,850,771. The firm has a market cap of $247.40 billion, a price-to-earnings ratio of 62.30, a PEG ratio of 2.45 and a beta of 1.60. The company has a 50 day moving average of $198.89 and a two-hundred day moving average of $173.36. Arista Networks, Inc. has a 52-week low of $114.52 and a 52-week high of $217.41.

Arista Networks (NYSE:ANET – Get Free Report) last announced its quarterly earnings data on Tuesday, August 4th. The technology company reported $1.02 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.89 by $0.13. Arista Networks had a return on equity of 30.65% and a net margin of 38.37%. The business had revenue of $3.04 billion during the quarter, compared to analysts’ expectations of $2.83 billion. During the same quarter last year, the business posted $0.73 EPS. The business’s quarterly revenue was up 37.7% compared to the same quarter last year. Arista Networks has set its Q3 2026 guidance at 1.060-1.080 EPS. On average, equities research analysts predict that Arista Networks, Inc. will post 3.79 EPS for the current year.

Analysts Set New Price Targets

ANET has been the subject of a number of research reports. Weiss Ratings cut Arista Networks from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Tuesday, October 6th. TD Cowen increased their target price on Arista Networks from $210.00 to $250.00 and gave the stock a “buy” rating in a research note on Wednesday, August 5th. Rosenblatt Securities raised their target price on Arista Networks from $210.00 to $280.00 and gave the company a “buy” rating in a report on Wednesday, August 5th. Piper Sandler reaffirmed an “overweight” rating and issued a $240.00 target price (up from $181.00) on shares of Arista Networks in a research report on Wednesday, August 5th. Finally, KeyCorp reiterated an “overweight” rating and set a $250.00 price target (up from $200.00) on shares of Arista Networks in a research note on Wednesday, August 5th. One equities research analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $235.45.

View Our Latest Analysis on Arista Networks

Key Stories Impacting Arista Networks

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

Positive Sentiment: Arista launched an open Ethernet rack-scale portfolio designed to connect accelerators across liquid-cooled racks for large artificial-intelligence workloads. The product expands the company’s AI infrastructure offering and could support additional growth in data-center networking. Arista Networks Stock Dropped, What Is Behind the Fresh Attention?
Positive Sentiment: Arista’s revenue outlook was reportedly raised for the third time this year, while non-cancellable purchase commitments increased 2.7-fold to $9.7 billion. The figures suggest strong customer demand and improved revenue visibility. Arista Networks Prospects and Earnings
Positive Sentiment: Erste Group Bank modestly raised its FY2026 and FY2027 EPS forecasts to $3.79 and $4.74, respectively, while maintaining a Buy rating. The revisions reinforce expectations for continued earnings growth.
Neutral Sentiment: Arista reported strong latest-quarter results, with revenue rising 37.7% year over year to $3.04 billion and EPS of $1.02 versus the $0.89 consensus. However, the stock trades at a premium valuation, with a price-to-earnings ratio above 60, leaving it sensitive to profit-taking and changes in growth expectations.
Neutral Sentiment: Deferred revenue reached approximately $6.9 billion. This supports future revenue recognition and cash collections, but investors are distinguishing between cash received upfront and revenue that has already been earned. Arista Has $6.9 Billion in Deferred Revenue
Negative Sentiment: CEO Jayshree Ullal sold 130,553 shares for roughly $28.3 million and another 27,990 shares for approximately $6.1 million. Both transactions were made under a pre-arranged Rule 10b5-1 plan, and she continues to own nearly 4.8 million shares, which reduces the significance of the sales but may still pressure sentiment following the stock’s strong advance. Arista Networks Insider Trading
Negative Sentiment: The shares have declined more than the broader market in recent trading, likely reflecting profit-taking after substantial year-to-date gains and concerns that elevated valuation already prices in significant AI-driven growth. Arista Networks Registers a Bigger Fall Than the Market

Arista Networks Profile

(Free Report)

Arista Networks, Inc develops and sells cloud networking solutions for data centers, campus environments and high-performance computing applications. Its products include Ethernet switches, routers, wireless access points and related networking equipment designed to support cloud computing, artificial intelligence, enterprise and service-provider networks.

The company’s software portfolio includes Arista EOS, its network operating system, and CloudVision, a platform that helps customers manage, automate and monitor network infrastructure.