FWG Holdings LLC Takes Position in Arista Networks, Inc. $ANET

FWG Holdings LLC acquired a new position in Arista Networks, Inc. (NYSE:ANET) during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund acquired 2,862 shares of the technology company’s stock, valued at approximately $293,000.

Several other institutional investors have also added to or reduced their stakes in ANET. NewSquare Capital LLC lifted its position in shares of Arista Networks by 117.5% in the 2nd quarter. NewSquare Capital LLC now owns 670 shares of the technology company’s stock worth $69,000 after purchasing an additional 362 shares during the period. Key Financial Inc bought a new position in Arista Networks during the second quarter worth $112,000. KDT Advisors LLC acquired a new position in Arista Networks in the second quarter valued at $223,000. Westside Investment Management Inc. boosted its position in Arista Networks by 120.0% during the second quarter. Westside Investment Management Inc. now owns 770 shares of the technology company’s stock valued at $76,000 after acquiring an additional 420 shares during the last quarter. Finally, Intellectus Partners LLC boosted its position in Arista Networks by 13.6% during the second quarter. Intellectus Partners LLC now owns 9,343 shares of the technology company’s stock valued at $956,000 after acquiring an additional 1,117 shares during the last quarter. 82.47% of the stock is currently owned by institutional investors.

Arista Networks Price Performance

Shares of ANET stock opened at $153.41 on Wednesday. The firm has a 50-day moving average of $146.59 and a 200-day moving average of $118.69. The company has a market cap of $192.81 billion, a P/E ratio of 60.34, a P/E/G ratio of 3.37 and a beta of 1.47. Arista Networks, Inc. has a one year low of $59.43 and a one year high of $164.94.

Arista Networks (NYSE:ANET) last posted its quarterly earnings data on Tuesday, November 4th. The technology company reported $0.75 earnings per share for the quarter, topping the consensus estimate of $0.72 by $0.03. Arista Networks had a return on equity of 31.05% and a net margin of 40.90%.The business had revenue of $2.31 billion for the quarter, compared to analysts’ expectations of $2.26 billion. During the same quarter in the previous year, the firm earned $2.40 earnings per share. The business’s revenue was up 27.5% on a year-over-year basis. Arista Networks has set its Q4 2025 guidance at EPS. As a group, research analysts expect that Arista Networks, Inc. will post 2.2 earnings per share for the current fiscal year.

Insider Buying and Selling

In other Arista Networks news, CEO Jayshree Ullal sold 1,247,688 shares of the firm’s stock in a transaction on Wednesday, September 10th. The shares were sold at an average price of $148.53, for a total value of $185,319,098.64. Following the completion of the transaction, the chief executive officer directly owned 5,383,207 shares of the company’s stock, valued at $799,567,735.71. This trade represents a 18.82% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Charles H. Giancarlo sold 8,000 shares of the company’s stock in a transaction that occurred on Wednesday, October 1st. The stock was sold at an average price of $147.49, for a total transaction of $1,179,920.00. Following the completion of the transaction, the director owned 41,784 shares in the company, valued at approximately $6,162,722.16. This trade represents a 16.07% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 2,539,875 shares of company stock valued at $368,457,081. Corporate insiders own 3.39% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts have recently issued reports on ANET shares. Zacks Research downgraded Arista Networks from a “strong-buy” rating to a “hold” rating in a research note on Monday, October 6th. Evercore ISI lifted their target price on Arista Networks from $150.00 to $175.00 and gave the stock an “outperform” rating in a report on Friday, September 12th. Morgan Stanley set a $171.00 price target on Arista Networks and gave the stock an “overweight” rating in a report on Friday, October 10th. Needham & Company LLC raised their price objective on shares of Arista Networks from $155.00 to $160.00 and gave the stock a “buy” rating in a research report on Tuesday, September 16th. Finally, Barclays lifted their price objective on shares of Arista Networks from $151.00 to $179.00 and gave the company an “overweight” rating in a research note on Friday, September 12th. Nineteen research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $163.94.

Arista Networks Profile

Arista Networks, Inc engages in the development, marketing, and sale of data-driven, client to cloud networking solutions for data center, campus, and routing environments in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific. Its cloud networking solutions consist of Extensible Operating System (EOS), a publish-subscribe state-sharing networking operating system offered in combination with a set of network applications.