Arista Networks, Inc. $ANET Position Increased by XML Financial LLC

Posted by Geri Gentry on Jun 7th, 2026

XML Financial LLC raised its holdings in shares of Arista Networks, Inc. (NYSE:ANET – Free Report) by 28.9% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 19,274 shares of the technology company’s stock after purchasing an additional 4,320 shares during the period. XML Financial LLC’s holdings in Arista Networks were worth $2,525,000 as of its most recent SEC filing.

Several other institutional investors have also recently added to or reduced their stakes in ANET. Board of the Pension Protection Fund bought a new stake in Arista Networks during the fourth quarter valued at $26,000. Knuff & Co LLC bought a new stake in Arista Networks during the third quarter valued at $29,000. Ameliora Wealth Management Ltd. bought a new stake in Arista Networks during the fourth quarter valued at $30,000. Quarry LP bought a new stake in Arista Networks during the third quarter valued at $33,000. Finally, Ares Financial Consulting LLC bought a new stake in Arista Networks during the fourth quarter valued at $34,000. Institutional investors own 82.47% of the company’s stock.

Insiders Place Their Bets

In related news, CFO Chantelle Yvette Breithaupt sold 2,448 shares of the company’s stock in a transaction dated Tuesday, May 26th. The shares were sold at an average price of $157.00, for a total value of $384,336.00. Following the completion of the sale, the chief financial officer owned 64,408 shares of the company’s stock, valued at $10,112,056. This represents a 3.66% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Charles H. Giancarlo sold 8,000 shares of the company’s stock in a transaction dated Monday, June 1st. The shares were sold at an average price of $169.09, for a total transaction of $1,352,720.00. Following the completion of the sale, the director directly owned 200,333 shares of the company’s stock, valued at $33,874,306.97. The trade was a 3.84% 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. Over the last ninety days, insiders have sold 1,943,142 shares of company stock valued at $314,941,943. Corporate insiders own 2.70% of the company’s stock.

Arista Networks Stock Down 7.1%

ANET stock opened at $154.23 on Friday. The company has a market capitalization of $194.21 billion, a P/E ratio of 52.82, a PEG ratio of 2.38 and a beta of 1.61. The company has a 50-day simple moving average of $150.97 and a 200 day simple moving average of $138.82. Arista Networks, Inc. has a fifty-two week low of $85.58 and a fifty-two week high of $179.80.

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 for the quarter, topping the consensus estimate of $0.81 by $0.06. The business 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 company’s quarterly revenue was up 35.1% compared to the same quarter last year. During the same quarter in the prior year, the company posted $0.65 earnings per share. Arista Networks has set its Q2 2026 guidance at 0.880-0.880 EPS. Equities analysts anticipate that Arista Networks, Inc. will post 3.27 EPS for the current year.

More Arista Networks News

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

Positive Sentiment: Arista’s latest bullish commentary highlighted surging AI networking demand, market leadership, and pricing power, with management/model assumptions pointing to a larger total addressable market and strong revenue growth through 2028. Arista Networks: TAM Expansion And Surging AI Demand
Positive Sentiment: Several recent pieces emphasized that Arista remains a favorite among growth investors because of AI infrastructure spending, high gross margins, and expectations for continued earnings expansion. US High Growth Tech Stocks with Promising Potential
Positive Sentiment: Investor interest has stayed elevated, with multiple articles noting ANET’s strong post-earnings performance and continued attention from traders and analysts. Arista Networks, Inc. (ANET) is Attracting Investor Attention: Here is What You Should Know
Neutral Sentiment: Some coverage focused on valuation debate after Arista’s strong rally, suggesting investors are weighing rich expectations against its growth profile. Is It Too Late To Consider Arista Networks (ANET) After Its Strong 1-Year Rally?
Negative Sentiment: A director sold 8,000 shares under a pre-arranged trading plan, which can create mild sentiment pressure even though the sale was not viewed as a surprise. Arista Networks (NYSE:ANET) Director Charles Giancarlo Sells 8,000 Shares

Analyst Upgrades and Downgrades

Several analysts have weighed in on ANET shares. Morgan Stanley reiterated an “overweight” rating and set a $180.00 target price on shares of Arista Networks in a research note on Friday, May 1st. Needham & Company LLC restated a “buy” rating and set a $185.00 price target on shares of Arista Networks in a research report on Wednesday, May 6th. The Goldman Sachs Group restated a “buy” rating and set a $188.00 price target (up from $165.00) on shares of Arista Networks in a research report on Friday, February 13th. Piper Sandler restated an “overweight” rating and set a $181.00 price target (up from $175.00) on shares of Arista Networks in a research report on Wednesday, May 6th. Finally, UBS Group restated a “buy” rating and set a $187.00 price target (up from $177.00) on shares of Arista Networks in a research report on Wednesday, May 6th. Two analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Buy” and an average price target of $185.72.

View Our Latest Stock Report on Arista Networks

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.