QRG Capital Management Inc. Trims Position in Arista Networks, Inc. $ANET

QRG Capital Management Inc. cut its holdings in shares of Arista Networks, Inc. (NYSE:ANET) by 51.3% during the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 159,396 shares of the technology company’s stock after selling 167,902 shares during the period. QRG Capital Management Inc.’s holdings in Arista Networks were worth $23,226,000 as of its most recent SEC filing.

A number of other institutional investors have also modified their holdings of the company. Brighton Jones LLC boosted its stake in Arista Networks by 321.7% in the fourth quarter. Brighton Jones LLC now owns 7,806 shares of the technology company’s stock valued at $863,000 after acquiring an additional 5,955 shares in the last quarter. Revolve Wealth Partners LLC acquired a new stake in shares of Arista Networks in the 4th quarter worth $202,000. Bison Wealth LLC purchased a new position in Arista Networks during the 4th quarter worth $251,000. MassMutual Private Wealth & Trust FSB increased its position in Arista Networks by 21.8% during the 2nd quarter. MassMutual Private Wealth & Trust FSB now owns 4,089 shares of the technology company’s stock valued at $418,000 after buying an additional 732 shares in the last quarter. Finally, Gateway Investment Advisers LLC raised its stake in Arista Networks by 57.4% in the second quarter. Gateway Investment Advisers LLC now owns 14,704 shares of the technology company’s stock valued at $1,504,000 after buying an additional 5,364 shares during the last quarter. 82.47% of the stock is currently owned by institutional investors.

Insider Buying and Selling at Arista Networks

In related news, CEO Jayshree Ullal sold 24,042 shares of the business’s stock in a transaction dated Tuesday, November 25th. The shares were sold at an average price of $124.55, for a total value of $2,994,431.10. Following the completion of the transaction, the chief executive officer owned 9,917 shares of the company’s stock, valued at approximately $1,235,162.35. The trade was a 70.80% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Charles H. Giancarlo sold 8,000 shares of the firm’s stock in a transaction dated Friday, January 2nd. The stock was sold at an average price of $133.79, for a total transaction of $1,070,320.00. Following the sale, the director directly owned 17,784 shares in the company, valued at $2,379,321.36. This represents a 31.03% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 160,464 shares of company stock valued at $20,494,988 in the last quarter. Insiders own 3.39% of the company’s stock.

Wall Street Analyst Weigh In

ANET has been the topic of several recent analyst reports. BNP Paribas Exane upgraded shares of Arista Networks from a “neutral” rating to an “outperform” rating and set a $172.00 price objective on the stock in a report on Thursday, September 25th. Weiss Ratings reissued a “hold (c+)” rating on shares of Arista Networks in a research report on Monday, December 29th. Zacks Research cut shares of Arista Networks from a “strong-buy” rating to a “hold” rating in a report on Monday, October 6th. Piper Sandler raised shares of Arista Networks from a “neutral” rating to an “overweight” rating and boosted their price objective for the company from $145.00 to $159.00 in a report on Monday, January 5th. Finally, UBS Group restated a “buy” rating and issued a $155.00 price objective on shares of Arista Networks in a research note on Wednesday, December 3rd. Eighteen equities research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the stock. According to MarketBeat.com, Arista Networks currently has an average rating of “Moderate Buy” and an average target price of $164.44.

Arista Networks Price Performance

Shares of NYSE:ANET opened at $129.96 on Friday. The firm has a fifty day moving average price of $128.80 and a 200 day moving average price of $132.65. Arista Networks, Inc. has a 1-year low of $59.43 and a 1-year high of $164.94. The stock has a market cap of $163.66 billion, a P/E ratio of 49.41, a P/E/G ratio of 2.20 and a beta of 1.41.

Arista Networks (NYSE:ANET) last announced its quarterly earnings results on Tuesday, November 4th. The technology company reported $0.75 EPS for the quarter, topping the consensus estimate of $0.72 by $0.03. The business had revenue of $2.31 billion for the quarter, compared to analyst estimates of $2.26 billion. Arista Networks had a return on equity of 30.28% and a net margin of 39.73%.The company’s quarterly revenue was up 27.5% on a year-over-year basis. During the same quarter in the previous year, the company earned $2.40 EPS. Sell-side analysts expect that Arista Networks, Inc. will post 2.2 EPS for the current fiscal year.

Key Stories Impacting Arista Networks

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

• Positive Sentiment: Investor enthusiasm around AI networking: coverage highlights a recent price jump tied to rising demand for AI switches and an analyst upgrade — a near‑term bullish catalyst for revenue and multiple expansion. Arista Networks (ANET) Stock: 5% Jump Fueled by AI Switch Demand and Analyst Upgrade
• Positive Sentiment: Strategic positioning in AI infrastructure: analysis argues Arista is a key supplier of high‑speed, low‑latency networking as hyperscalers expand for generative AI, supporting durable demand for ANET products (though valuation vs. peers is noted). Is Arista Networks Winning AI Infra Race?
• Positive Sentiment: Pro‑stock signal from a public purchase: Senator John Boozman disclosed a purchase of ANET shares, which can be interpreted as a confidence signal to some investors. Sen. John Boozman Buys Arista Networks, Inc. (NYSE:ANET) Stock
• Neutral Sentiment: Earnings schedule set: Arista confirmed it will report Q4 2025 results on February 12, 2026 — a key near‑term catalyst that could drive volatility. Arista Networks to Announce Q4 2025 Financial Results on Thursday, February 12, 2026
• Neutral Sentiment: Earnings preview: market previews highlight what to watch in the upcoming report (revenue mix, gross margins, guidance and AI‑related bookings) — these items will likely dictate short‑term reaction. Earnings preview: What to expect from Arista Networks’ report
• Neutral Sentiment: Analyst commentary roundup: recent analyst notes are mixed but skew supportive; watch revisions to estimates ahead of the print. This is what analysts think about Arista Networks (ANET)
• Neutral Sentiment: Inclusion in thematic lists: coverage noting Arista as a woman‑run company pickup may broaden investor interest but is unlikely to move fundamentals materially. 4 Women-Run Company Stocks Building Durable Growth Stories
• Negative Sentiment: Insider selling: Representative Gilbert Ray Cisneros disclosed the sale of ANET shares — a potential negative signal to some market participants. Rep. Gilbert Ray Cisneros, Jr. Sells Off Shares of Arista Networks, Inc. (NYSE:ANET)
• Negative Sentiment: Short‑term price weakness noted: coverage points out ANET has dipped more than the broader market in recent trading sessions, reflecting profit‑taking and sensitivity to growth/valuation concerns ahead of earnings. Arista Networks (ANET) dips more than broader market: What you should know

About Arista Networks

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.