Mitsubishi UFJ Morgan Stanley Securities Co. Ltd. Has $313,000 Holdings in Arista Networks, Inc. $ANET

Posted by Geri Gentry on Jul 9th, 2026

Mitsubishi UFJ Morgan Stanley Securities Co. Ltd. decreased its holdings in Arista Networks, Inc. (NYSE:ANET – Free Report) by 60.4% during the 1st quarter, Holdings Channel.com reports. The fund owned 2,550 shares of the technology company’s stock after selling 3,883 shares during the quarter. Mitsubishi UFJ Morgan Stanley Securities Co. Ltd.’s holdings in Arista Networks were worth $313,000 as of its most recent SEC filing.

A number of other hedge funds have also added to or reduced their stakes in the stock. Board of the Pension Protection Fund bought a new position in shares of Arista Networks in the fourth quarter valued at approximately $26,000. Sankala Group LLC bought a new stake in Arista Networks during the fourth quarter worth $27,000. Prosperity Bancshares Inc purchased a new stake in Arista Networks in the 4th quarter valued at $28,000. Knuff & Co LLC purchased a new stake in Arista Networks in the 3rd quarter valued at $29,000. Finally, Ameliora Wealth Management Ltd. bought a new position in Arista Networks during the 4th quarter valued at $30,000. Institutional investors and hedge funds own 82.47% of the company’s stock.

Arista Networks News Roundup

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

Positive Sentiment: Recent commentary says Arista is benefiting from the AI network buildout, with strong demand for its high-speed switching and routing products as cloud and data center operators expand AI capacity. Arista Networks (NYSE:ANET) AI Momentum Boosts Market Focus
Positive Sentiment: ANET was also described as reaching a new high amid AI momentum, reinforcing the idea that investors are rotating into AI infrastructure winners. Arista Networks (NYSE:ANET) Reaches New High Amid AI Momentum
Positive Sentiment: Unusually heavy call-option buying suggests traders are positioning for more upside, which can add momentum to the stock.
Positive Sentiment: Analysts remain constructive, with a recent bullish note calling Arista expensive but still worth it and highlighting AI fabrics, 800G switching, campus expansion, and software/services as growth drivers. Arista Networks Is Expensive, But Still Worth It
Neutral Sentiment: The company confirmed it will report second-quarter 2026 results on August 4, keeping investors focused on the next earnings catalyst. Arista Networks to Announce Q2 2026 Financial Results on Tuesday, August 4, 2026
Neutral Sentiment: Wall Street sentiment remains broadly positive overall, with a consensus Buy rating and price targets still above recent trading levels.
Negative Sentiment: Recent insider sales by major shareholder Andreas Bechtolsheim and Director Charles Giancarlo may slightly pressure sentiment, even though the trades were filed as part of pre-arranged 10b5-1 plans. Arista Networks (NYSE:ANET) Major Shareholder Sells 240,000 Shares
Negative Sentiment: One market note also said ANET dipped more than the broader market in the latest session, suggesting some profit-taking after a strong run. Why Arista Networks (ANET) Dipped More Than Broader Market Today

Insider Transactions at Arista Networks

In other Arista Networks news, CEO Jayshree Ullal sold 428,000 shares of the stock in a transaction on Wednesday, April 22nd. The stock was sold at an average price of $177.44, for a total transaction of $75,944,320.00. Following the completion of the transaction, the chief executive officer directly owned 5,209,207 shares of the company’s stock, valued at approximately $924,321,690.08. This represents a 7.59% 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, major shareholder Andreas Bechtolsheim sold 260,000 shares of the firm’s stock in a transaction on Monday, June 15th. The stock was sold at an average price of $165.57, for a total value of $43,048,200.00. Following the completion of the sale, the insider directly owned 182,543,048 shares of the company’s stock, valued at $30,223,652,457.36. This represents a 0.14% 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. Over the last quarter, insiders sold 3,147,080 shares of company stock worth $513,396,642. Corporate insiders own 2.70% of the company’s stock.

Analysts Set New Price Targets

A number of equities analysts have issued reports on the stock. Rosenblatt Securities lifted their price objective on shares of Arista Networks from $180.00 to $210.00 and gave the stock a “buy” rating in a report on Wednesday, May 6th. UBS Group reiterated a “buy” rating and issued a $187.00 target price (up from $177.00) on shares of Arista Networks in a report on Wednesday, May 6th. Citigroup dropped their price target on shares of Arista Networks from $176.00 to $173.00 and set a “buy” rating on the stock in a research report on Wednesday, May 6th. KeyCorp restated an “overweight” rating and set a $200.00 price target (up from $178.00) on shares of Arista Networks in a report on Thursday, June 18th. Finally, Truist Financial set a $175.00 price objective on shares of Arista Networks in a research report on Wednesday, May 6th. Two analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Buy” and a consensus price target of $187.63.

View Our Latest Analysis on ANET

Arista Networks Price Performance

Shares of Arista Networks stock opened at $180.93 on Thursday. The firm has a market cap of $227.83 billion, a PE ratio of 61.96, a P/E/G ratio of 2.57 and a beta of 1.60. Arista Networks, Inc. has a 1 year low of $102.68 and a 1 year high of $181.27. The stock has a fifty day moving average price of $159.03 and a 200-day moving average price of $145.07.

Arista Networks (NYSE:ANET – Get Free Report) last issued its quarterly earnings results on Tuesday, May 5th. The technology company reported $0.87 earnings per share for the quarter, topping analysts’ consensus estimates 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 for the quarter, compared to the consensus estimate of $2.62 billion. During the same period in the previous year, the firm earned $0.65 EPS. The firm’s quarterly revenue was up 35.1% on a year-over-year basis. Arista Networks has set its Q2 2026 guidance at 0.880-0.880 EPS. As a group, equities analysts anticipate that Arista Networks, Inc. will post 3.27 EPS for the current fiscal year.

About Arista Networks

(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.