Arista Networks, Inc. $ANET Shares Acquired by Fiera Capital Corp

Fiera Capital Corp grew its stake in Arista Networks, Inc. (NYSE:ANET) by 14.6% during the fourth quarter, HoldingsChannel.com reports. The firm owned 811,240 shares of the technology company’s stock after purchasing an additional 103,524 shares during the period. Fiera Capital Corp’s holdings in Arista Networks were worth $106,297,000 as of its most recent SEC filing.

Other institutional investors have also modified their holdings of the company. Board of the Pension Protection Fund acquired a new stake in shares of Arista Networks in the 4th quarter valued at about $26,000. Knuff & Co LLC acquired a new stake in shares of Arista Networks in the 3rd quarter valued at about $29,000. Ameliora Wealth Management Ltd. acquired a new stake in shares of Arista Networks in the 4th quarter valued at about $30,000. Quarry LP acquired a new stake in shares of Arista Networks in the 3rd quarter valued at about $33,000. Finally, Ares Financial Consulting LLC acquired a new stake in shares of Arista Networks in the 4th quarter valued at about $34,000. Institutional investors and hedge funds own 82.47% of the company’s stock.

Insider Buying and Selling at Arista Networks

In related news, CEO Jayshree Ullal sold 13,809 shares of the business’s stock in a transaction dated Tuesday, May 26th. The shares were sold at an average price of $155.04, for a total transaction of $2,140,947.36. Following the completion of the sale, the chief executive officer owned 9,917 shares of the company’s stock, valued at $1,537,531.68. This represents a 58.20% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Kelly Bodnar Battles sold 422 shares of the business’s stock in a transaction dated Thursday, May 21st. The shares were sold at an average price of $146.44, for a total transaction of $61,797.68. Following the sale, the director directly owned 10,078 shares of the company’s stock, valued at approximately $1,475,822.32. This represents a 4.02% 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 quarter, insiders have sold 1,943,142 shares of company stock worth $314,941,943. 2.70% of the stock is owned by company insiders.

Arista Networks Stock Down 0.0%

Shares of NYSE:ANET opened at $154.23 on Monday. Arista Networks, Inc. has a fifty-two week low of $85.58 and a fifty-two week high of $179.80. The firm has a 50-day simple moving average of $150.97 and a 200 day simple moving average of $138.90. The company has a market cap of $194.21 billion, a PE ratio of 52.82, a P/E/G ratio of 2.38 and a beta of 1.61.

Arista Networks (NYSE:ANET) last announced 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. Arista Networks had a net margin of 38.32% and a return on equity of 30.10%. The business had revenue of $2.71 billion during the quarter, compared to the consensus estimate of $2.62 billion. During the same quarter in the prior year, the firm earned $0.65 EPS. The company’s revenue for the quarter was up 35.1% compared to the same quarter last year. Arista Networks has set its Q2 2026 guidance at 0.880-0.880 EPS. As a group, research analysts forecast that Arista Networks, Inc. will post 3.27 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

A number of brokerages have recently issued reports on ANET. UBS Group restated a “buy” rating and issued a $187.00 target price (up from $177.00) on shares of Arista Networks in a research note on Wednesday, May 6th. Needham & Company LLC restated a “buy” rating and issued a $185.00 target price on shares of Arista Networks in a research note on Wednesday, May 6th. Citigroup cut their target price on shares of Arista Networks from $176.00 to $173.00 and set a “buy” rating on the stock in a research note on Wednesday, May 6th. Rosenblatt Securities upped their target price on shares of Arista Networks from $180.00 to $210.00 and gave the company a “buy” rating in a research note on Wednesday, May 6th. Finally, Susquehanna upgraded shares of Arista Networks to a “strong-buy” rating in a research note on Wednesday, April 1st. Two equities research analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat, the company presently has an average rating of “Buy” and an average target price of $185.72.

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

Arista Networks 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.