Linscomb Wealth Inc. Invests $1.72 Million in Arista Networks, Inc. $ANET

Posted by Brenda Bartman on May 30th, 2026

Linscomb Wealth Inc. purchased a new position in shares of Arista Networks, Inc. (NYSE:ANET – Free Report) in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund purchased 13,122 shares of the technology company’s stock, valued at approximately $1,719,000.

A number of other hedge funds and other institutional investors have also modified their holdings of the company. Rothschild Investment LLC grew its holdings in shares of Arista Networks by 63.8% during the fourth quarter. Rothschild Investment LLC now owns 5,339 shares of the technology company’s stock worth $700,000 after buying an additional 2,079 shares in the last quarter. Northwestern Mutual Wealth Management Co. grew its holdings in shares of Arista Networks by 15.4% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 576,991 shares of the technology company’s stock worth $75,603,000 after buying an additional 76,800 shares in the last quarter. Jupiter Asset Management Ltd. purchased a new stake in shares of Arista Networks during the fourth quarter worth about $3,311,000. Moors & Cabot Inc. grew its holdings in shares of Arista Networks by 2.9% during the fourth quarter. Moors & Cabot Inc. now owns 8,235 shares of the technology company’s stock worth $1,079,000 after buying an additional 232 shares in the last quarter. Finally, Intech Investment Management LLC grew its holdings in shares of Arista Networks by 68.7% during the fourth quarter. Intech Investment Management LLC now owns 153,280 shares of the technology company’s stock worth $20,084,000 after buying an additional 62,429 shares in the last quarter. 82.47% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

ANET has been the subject of a number of recent research reports. 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. TD Cowen reiterated a “buy” rating and set a $200.00 price target (up from $170.00) on shares of Arista Networks in a report on Wednesday, May 6th. KeyCorp reissued an “overweight” rating and issued a $178.00 target price (up from $170.00) on shares of Arista Networks in a research report on Friday, February 13th. Piper Sandler reissued an “overweight” rating and issued a $181.00 target price (up from $175.00) on shares of Arista Networks in a research report on Wednesday, May 6th. Finally, Raymond James Financial raised shares of Arista Networks from a “market perform” rating to an “outperform” rating and set a $164.00 target price on the stock in a research report on Friday, May 15th. Two equities research analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and two have issued a Hold rating to the company. According to MarketBeat, the company currently has an average rating of “Buy” and a consensus target price of $185.72.

View Our Latest Stock Analysis on ANET

Arista Networks Stock Performance

ANET opened at $159.09 on Friday. The company’s 50 day simple moving average is $147.52 and its 200 day simple moving average is $137.61. Arista Networks, Inc. has a 1 year low of $83.86 and a 1 year high of $179.80. The stock has a market capitalization of $200.33 billion, a PE ratio of 54.48, a P/E/G ratio of 2.39 and a beta of 1.67.

Arista Networks (NYSE:ANET – Get Free Report) last released its earnings results 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. The business had revenue of $2.71 billion for the quarter, compared to analysts’ expectations of $2.62 billion. Arista Networks had a net margin of 38.32% and a return on equity of 30.10%. The company’s quarterly revenue was up 35.1% on a year-over-year basis. During the same period last year, the company earned $0.65 earnings per share. Arista Networks has set its Q2 2026 guidance at 0.880-0.880 EPS. As a group, sell-side analysts expect that Arista Networks, Inc. will post 3.27 earnings per share for the current fiscal year.

Insider Buying and Selling at Arista Networks

In other Arista Networks news, CEO Jayshree Ullal sold 428,000 shares of Arista Networks stock in a transaction that occurred 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 directly owned 5,209,207 shares of the company’s stock, valued at $924,321,690.08. The trade was a 7.59% decrease in their ownership of the stock. The sale 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 that occurred on Tuesday, May 26th. The shares were sold at an average price of $156.86, for a total transaction of $34,509,200.00. Following the transaction, the insider directly owned 182,803,048 shares in the company, valued at approximately $28,674,486,109.28. This trade represents a 0.12% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 1,943,142 shares of company stock valued at $314,618,583 over the last ninety days. Corporate insiders own 2.70% of the company’s stock.

Arista Networks News Summary

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

Positive Sentiment: Zacks highlighted Arista Networks as a strong growth stock, pointing to its appeal across growth and momentum screens and reinforcing the view that ANET remains a high-quality long-term compounder. Article Title
Positive Sentiment: Another Zacks note said ANET is benefiting from AI infrastructure spending, with hyperscalers expanding networks and driving demand for next-generation Ethernet products, which supports the company’s growth outlook. Article Title
Positive Sentiment: Wall Street remains constructive on Arista Networks, with multiple analysts reiterating Buy/Overweight ratings and lifting price targets, reflecting confidence in continued revenue and earnings growth.
Positive Sentiment: Recent earnings were solid, with Arista beating EPS and revenue estimates and posting 35% year-over-year revenue growth, which continues to underpin bullish sentiment.
Neutral Sentiment: Institutional ownership remains high, and several small new positions were reported, but these filings are unlikely to be a major near-term driver on their own.
Negative Sentiment: Recent insider sales by CFO Chantelle Yvette Breithaupt, CEO Jayshree Ullal, and major shareholder Andreas Bechtolsheim may create some short-term caution, even though the trades were made under pre-arranged 10b5-1 plans.

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.