Arista Networks, Inc. $ANET Shares Sold by Mitsubishi UFJ Trust & Banking Corp

Posted by Brenda Bartman on Aug 17th, 2026

Mitsubishi UFJ Trust & Banking Corp trimmed its holdings in shares of Arista Networks, Inc. (NYSE:ANET – Free Report) by 7.3% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 672,395 shares of the technology company’s stock after selling 53,093 shares during the period. Mitsubishi UFJ Trust & Banking Corp’s holdings in Arista Networks were worth $114,226,000 as of its most recent SEC filing.

Other institutional investors have also recently modified their holdings of the company. Sankala Group LLC acquired a new stake in Arista Networks during the 4th quarter valued at $27,000. Prosperity Bancshares Inc acquired a new position in shares of Arista Networks in the fourth quarter worth $28,000. Main Street Group LTD acquired a new position in shares of Arista Networks in the first quarter worth $26,000. Quarry LP purchased a new stake in shares of Arista Networks in the third quarter valued at $33,000. Finally, Hilton Head Capital Partners LLC lifted its position in shares of Arista Networks by 184.9% in the first quarter. Hilton Head Capital Partners LLC now owns 245 shares of the technology company’s stock valued at $30,000 after acquiring an additional 159 shares in the last quarter. 82.47% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of research firms recently commented on ANET. Piper Sandler reiterated an “overweight” rating and set a $240.00 price objective (up from $181.00) on shares of Arista Networks in a research report on Wednesday, August 5th. Weiss Ratings lowered shares of Arista Networks from a “buy (b-)” rating to a “hold (c+)” rating in a report on Wednesday. Wells Fargo & Company reaffirmed an “overweight” rating and set a $255.00 price target (up from $200.00) on shares of Arista Networks in a research note on Wednesday, August 5th. Raymond James Financial upgraded shares of Arista Networks from a “market perform” rating to an “outperform” rating and set a $164.00 price target for the company in a report on Friday, May 15th. Finally, Jefferies Financial Group set a $250.00 price objective on shares of Arista Networks in a research report on Wednesday, August 5th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and one has assigned a Hold rating to the stock. According to data from MarketBeat.com, Arista Networks currently has an average rating of “Buy” and an average target price of $226.05.

View Our Latest Research Report on ANET

Key Headlines Impacting Arista Networks

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

Positive Sentiment: Arista remains a key beneficiary of expanding artificial-intelligence infrastructure spending. A comparison with Celestica highlights both companies’ growing roles in AI networking, computing and data-center buildouts. Arista’s latest quarter also showed strong momentum, with revenue rising 37.7% year over year and earnings exceeding analyst expectations. CLS vs. ANET: Which AI Stock Offers the Better Growth Opportunity?
Positive Sentiment: CNBC commentator Jim Cramer continues to favor Arista and has described the company and CEO Jayshree Ullal as difficult competitors to bet against. The endorsement reinforces Arista’s reputation as a leading AI-networking investment, although it is sentiment-driven rather than a new fundamental catalyst. Jim Cramer Said Arista Networks, Inc. and Snowflake Inc. Were Worth It
Neutral Sentiment: An options strategy discussed for ANET would generate income while capping upside at a price above the current level. The strategy reflects elevated investor interest and volatility but does not change Arista’s business outlook. Get Paid 18% a Year To Cap Your ANET Stock At 21% Higher
Negative Sentiment: CEO Jayshree Ullal sold 573,509 shares worth approximately $119.4 million, reducing her direct ownership by 95.82% to 25,000 shares. The transaction was conducted under a pre-arranged Rule 10b5-1 plan, which reduces its significance as a discretionary bearish signal, but the size of the sale can still weigh on sentiment. SEC insider-trading filing
Negative Sentiment: A valuation analysis argues that Arista’s shares are priced for peak profitability. With the stock trading at a historically elevated multiple and margins near the upper end of their range, investors may be concerned that future upside requires continued exceptional growth and profitability. Arista Networks Stock Is Priced For Its Peak Margin

Insider Transactions at Arista Networks

In other news, CEO Jayshree Ullal sold 767,029 shares of the stock in a transaction dated Wednesday, August 5th. The shares were sold at an average price of $201.22, for a total transaction of $154,341,575.38. Following the transaction, the chief executive officer directly owned 16,387,981 shares in the company, valued at $3,297,589,536.82. This represents a 4.47% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, major shareholder Andreas Bechtolsheim sold 300,000 shares of the stock in a transaction dated Wednesday, August 5th. The stock was sold at an average price of $203.30, for a total transaction of $60,990,000.00. Following the transaction, the insider owned 181,143,048 shares in the company, valued at approximately $36,826,381,658.40. The trade was a 0.17% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 4,335,168 shares of company stock valued at $798,637,629. Corporate insiders own 2.70% of the company’s stock.

Arista Networks Stock Up 0.0%

Shares of NYSE:ANET opened at $198.91 on Monday. The company has a market cap of $250.87 billion, a P/E ratio of 62.75, a P/E/G ratio of 2.06 and a beta of 1.60. The business has a fifty day simple moving average of $174.08 and a 200-day simple moving average of $154.79. Arista Networks, Inc. has a 52 week low of $114.52 and a 52 week high of $214.89.

Arista Networks (NYSE:ANET – Get Free Report) last released its earnings results on Tuesday, August 4th. The technology company reported $1.02 earnings per share for the quarter, topping the consensus estimate of $0.89 by $0.13. Arista Networks had a return on equity of 30.65% and a net margin of 38.37%.The firm had revenue of $3.04 billion for the quarter, compared to the consensus estimate of $2.83 billion. During the same period in the prior year, the business posted $0.73 earnings per share. The firm’s revenue for the quarter was up 37.7% compared to the same quarter last year. Arista Networks has set its Q3 2026 guidance at 1.060-1.080 EPS. Sell-side analysts expect that Arista Networks, Inc. will post 3.7 earnings per share for the current fiscal year.

Arista Networks Company 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.