Sei Investments Co. reduced its position in shares of Arista Networks, Inc. (NYSE:ANET – Free Report) by 22.4% during the 1st quarter, HoldingsChannel.com reports. The fund owned 618,773 shares of the technology company’s stock after selling 178,857 shares during the quarter. Sei Investments Co.’s holdings in Arista Networks were worth $75,974,000 as of its most recent filing with the Securities and Exchange Commission.
Other large investors have also recently added to or reduced their stakes in the company. Lighthouse Financial Services Inc. ADV bought a new position in Arista Networks in the fourth quarter worth about $1,549,000. Bensler LLC bought a new position in shares of Arista Networks during the fourth quarter valued at approximately $6,350,000. QRG Capital Management Inc. grew its holdings in shares of Arista Networks by 6.4% during the fourth quarter. QRG Capital Management Inc. now owns 169,613 shares of the technology company’s stock valued at $22,224,000 after purchasing an additional 10,217 shares during the last quarter. Jefferies Financial Group Inc. raised its position in shares of Arista Networks by 59.8% during the 4th quarter. Jefferies Financial Group Inc. now owns 17,621 shares of the technology company’s stock worth $2,309,000 after purchasing an additional 6,591 shares during the period. Finally, Reaves W H & Co. Inc. acquired a new stake in shares of Arista Networks during the 4th quarter worth approximately $3,058,000. 82.47% of the stock is currently owned by institutional investors.
Arista Networks News Roundup
Here are the key news stories impacting Arista Networks this week:
- Positive Sentiment: BofA and Needham commentary was broadly bullish ahead of Arista’s upcoming Q2 results, with analysts expecting the stock to keep rising on continued AI and data-center demand. Arista Networks sees largely bullish views at BofA ahead of Q2 results
- Positive Sentiment: Arista was highlighted as a beneficiary of expanding AI adoption, reinforcing the investment case that demand for networking gear tied to AI buildouts could support future growth. 4 Software Stocks Poised to Benefit From Expanding AI Adoption
- Positive Sentiment: Arista was also featured among high-ROE stocks that may appeal to investors seeking quality names during market volatility, underscoring its strong profitability profile. 5 High ROE Stocks to Buy as Surging Oil Prices Rattle Investors
- Neutral Sentiment: Recent coverage debated whether ANET is fairly valued for AI growth or still trading at a premium, suggesting investors are weighing strong fundamentals against a rich valuation. Is Arista Networks (ANET) Priced For AI Growth Or Too Expensive?
- Neutral Sentiment: Arista’s strong first-half performance and long-term stock gains continue to support a positive narrative, but this is more of a reminder of past strength than a direct near-term catalyst. Why Arista Networks Stock Rocketed 30% Higher in the First Half of 2026 and Why There’s Likely More to Come
- Negative Sentiment: The stock also slipped in the latest trading session, reflecting some profit-taking and softer short-term momentum despite the upbeat analyst backdrop. Arista Networks (ANET) Stock Falls Amid Market Uptick: What Investors Need to Know
Wall Street Analyst Weigh In
Get Our Latest Analysis on ANET
Insider Transactions at Arista Networks
In other Arista Networks news, insider Kenneth Duda sold 17,333 shares of the stock in a transaction on Monday, June 22nd. The stock was sold at an average price of $171.42, for a total transaction of $2,971,222.86. Following the completion of the transaction, the insider directly owned 12,976 shares of the company’s stock, valued at approximately $2,224,345.92. This trade represents a 57.19% decrease in their position. The sale was disclosed in a document filed with the SEC, 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 on Thursday, July 2nd. The shares were sold at an average price of $162.67, for a total value of $39,040,800.00. Following the transaction, the insider directly 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 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 ninety 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.
Arista Networks Stock Performance
Shares of ANET opened at $173.79 on Friday. The firm has a market capitalization of $218.83 billion, a price-to-earnings ratio of 59.52, a price-to-earnings-growth ratio of 2.71 and a beta of 1.60. Arista Networks, Inc. has a one year low of $113.55 and a one year high of $189.82. The stock’s fifty day moving average is $164.95 and its 200-day moving average is $148.70.
Arista Networks (NYSE:ANET – Get Free Report) last issued its quarterly earnings data on Tuesday, May 5th. The technology company reported $0.87 earnings per share for the quarter, beating analysts’ consensus estimates 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 revenue was up 35.1% on a year-over-year basis. During the same period in the previous year, the business earned $0.65 earnings per share. Arista Networks has set its Q2 2026 guidance at 0.880-0.880 EPS. Analysts forecast that Arista Networks, Inc. will post 3.28 EPS for the current fiscal year.
Arista Networks Company Profile
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.
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