Signature Equity Partners LLC Has $1.19 Million Stock Position in Arista Networks, Inc. $ANET

Posted by Francis Steltz on Jul 23rd, 2026

Signature Equity Partners LLC raised its position in Arista Networks, Inc. (NYSE:ANET – Free Report) by 95.7% in the first quarter, according to its most recent disclosure with the SEC. The firm owned 9,722 shares of the technology company’s stock after acquiring an additional 4,754 shares during the period. Signature Equity Partners LLC’s holdings in Arista Networks were worth $1,194,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also recently modified their holdings of the company. Intrua Financial LLC raised its position in shares of Arista Networks by 2.7% during the first quarter. Intrua Financial LLC now owns 2,307 shares of the technology company’s stock worth $283,000 after purchasing an additional 61 shares during the period. NBT Bank N A NY grew its position in Arista Networks by 37.2% in the 1st quarter. NBT Bank N A NY now owns 247 shares of the technology company’s stock valued at $30,000 after purchasing an additional 67 shares during the period. Hoxton Planning & Management LLC grew its position in Arista Networks by 4.1% in the 1st quarter. Hoxton Planning & Management LLC now owns 1,744 shares of the technology company’s stock valued at $214,000 after purchasing an additional 68 shares during the period. Whittier Trust Co. of Nevada Inc. increased its stake in Arista Networks by 0.4% during the 4th quarter. Whittier Trust Co. of Nevada Inc. now owns 16,085 shares of the technology company’s stock valued at $2,133,000 after purchasing an additional 70 shares in the last quarter. Finally, Y.D. More Investments Ltd increased its stake in Arista Networks by 8.7% during the 1st quarter. Y.D. More Investments Ltd now owns 870 shares of the technology company’s stock valued at $107,000 after purchasing an additional 70 shares in the last quarter. Institutional investors own 82.47% of the company’s stock.

More Arista Networks News

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

Positive Sentiment: Needham raised its price target on Arista Networks to $200 from $185 and kept a buy rating, signaling confidence in additional upside for the stock. Benzinga article
Positive Sentiment: Arista launched an AI-driven zero trust security solution for VeloCloud SD-WAN, expanding beyond data-center networking into enterprise branch security and potentially broadening its addressable market. Arista Networks Introduces AI-Driven Zero Trust Branch
Positive Sentiment: Multiple analyst-style pieces highlighted Arista as a top-ranked growth stock and a candidate to beat earnings estimates, reinforcing expectations for strong AI- and cloud-driven demand. 4 Internet Stocks Poised to Top Estimates This Earnings Season
Positive Sentiment: Recent coverage also pointed to Arista’s strong AI exposure and exponential growth narrative, which can support valuation and keep sentiment constructive into the next earnings report. Arista Networks (ANET) Strengthens from Exponential Growth in AI
Neutral Sentiment: Several duplicate and trend-following articles noted that ANET is a widely watched stock, but these pieces were largely commentary rather than new fundamental information.
Negative Sentiment: One Trefis article flagged the company’s halted buybacks and rising purchase commitments, suggesting management is prioritizing future growth over shareholder returns and taking on meaningful execution risk. How Much Upside Can ANET Stock’s Growth Deliver?

Arista Networks Trading Up 0.3%

Shares of ANET opened at $175.15 on Thursday. The stock has a 50 day moving average of $163.73 and a 200 day moving average of $148.22. The company has a market capitalization of $220.55 billion, a price-to-earnings ratio of 59.98, a PEG ratio of 2.68 and a beta of 1.60. Arista Networks, Inc. has a 12 month low of $111.00 and a 12 month high of $189.82.

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 for the quarter, compared to analysts’ expectations of $2.62 billion. Arista Networks had a return on equity of 30.10% and a net margin of 38.32%.The business’s revenue was up 35.1% on a year-over-year basis. During the same quarter in the previous year, the firm earned $0.65 earnings per share. Arista Networks has set its Q2 2026 guidance at 0.880-0.880 EPS. As a group, equities research analysts predict that Arista Networks, Inc. will post 3.28 earnings per share for the current year.

Insiders Place Their Bets

In related news, CEO Jayshree Ullal sold 234,578 shares of the business’s stock in a transaction dated Friday, July 10th. The shares were sold at an average price of $187.18, for a total value of $43,908,310.04. Following the transaction, the chief executive officer directly owned 5,134,207 shares of the company’s stock, valued at approximately $961,020,866.26. The trade was a 4.37% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, major shareholder Andreas Bechtolsheim sold 240,000 shares of the 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 of the company’s stock, valued at approximately $29,612,942,618.16. The trade was a 0.13% 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 90 days, insiders have sold 2,264,983 shares of company stock valued at $376,175,065. 2.70% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

ANET has been the topic of a number of recent research reports. KeyCorp reaffirmed an “overweight” rating and issued a $200.00 price objective (up from $178.00) on shares of Arista Networks in a research note on Thursday, June 18th. Bank of America boosted their target price on shares of Arista Networks from $185.00 to $200.00 and gave the stock a “buy” rating in a research report on Monday, June 8th. Raymond James Financial upgraded 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 report on Friday, May 15th. Rosenblatt Securities raised their price target on shares of Arista Networks from $180.00 to $210.00 and gave the company a “buy” rating in a research report on Wednesday, May 6th. Finally, TD Cowen reiterated a “buy” rating and set a $210.00 price target (up from $200.00) on shares of Arista Networks in a research note on Monday, July 13th. Two analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and one has assigned a Hold rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Buy” and a consensus target price of $189.74.

Read 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.