Eurizon SLJ Capital Ltd Takes $5.75 Million Position in Arista Networks, Inc. $ANET

Eurizon SLJ Capital Ltd purchased a new stake in shares of Arista Networks, Inc. (NYSE:ANET) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 43,890 shares of the technology company’s stock, valued at approximately $5,751,000. Arista Networks makes up approximately 2.3% of Eurizon SLJ Capital Ltd’s portfolio, making the stock its 15th biggest position.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Knuff & Co LLC bought a new position in shares of Arista Networks during the third quarter valued at $29,000. Board of the Pension Protection Fund bought a new position in shares of Arista Networks during the fourth quarter valued at $26,000. Quarry LP bought a new position in shares of Arista Networks during the third quarter valued at $33,000. Ameliora Wealth Management Ltd. bought a new position in shares of Arista Networks during the fourth quarter valued at $30,000. Finally, Ares Financial Consulting LLC bought a new position in shares of Arista Networks during the fourth quarter valued at $34,000. 82.47% of the stock is currently owned by institutional investors.

Trending Headlines about Arista Networks

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

• Positive Sentiment: Zacks highlighted Arista Networks as a strong growth stock, pointing to its appeal across growth and momentum screens and reinforcing the view that ANET remains a high-quality long-term compounder. Article Title
• Positive Sentiment: Another Zacks note said ANET is benefiting from AI infrastructure spending, with hyperscalers expanding networks and driving demand for next-generation Ethernet products, which supports the company’s growth outlook. Article Title
• Positive Sentiment: Wall Street remains constructive on Arista Networks, with multiple analysts reiterating Buy/Overweight ratings and lifting price targets, reflecting confidence in continued revenue and earnings growth.
• Positive Sentiment: Recent earnings were solid, with Arista beating EPS and revenue estimates and posting 35% year-over-year revenue growth, which continues to underpin bullish sentiment.
• Neutral Sentiment: Institutional ownership remains high, and several small new positions were reported, but these filings are unlikely to be a major near-term driver on their own.
• Negative Sentiment: Recent insider sales by CFO Chantelle Yvette Breithaupt, CEO Jayshree Ullal, and major shareholder Andreas Bechtolsheim may create some short-term caution, even though the trades were made under pre-arranged 10b5-1 plans.

Analyst Ratings Changes

Several research firms recently commented on ANET. Morgan Stanley reiterated an “overweight” rating and issued a $180.00 price objective on shares of Arista Networks in a report on Friday, May 1st. Rosenblatt Securities lifted their price objective on Arista Networks from $180.00 to $210.00 and gave the stock a “buy” rating in a report on Wednesday, May 6th. Piper Sandler reiterated an “overweight” rating and issued a $181.00 price objective (up from $175.00) on shares of Arista Networks in a report on Wednesday, May 6th. KeyCorp reiterated an “overweight” rating and issued a $178.00 price objective (up from $170.00) on shares of Arista Networks in a report on Friday, February 13th. Finally, Wells Fargo & Company lifted their price objective on Arista Networks from $175.00 to $185.00 and gave the stock an “overweight” rating in a report on Friday, February 13th. Two equities research analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat, the stock currently has an average rating of “Buy” and a consensus target price of $185.72.

Insider Buying and Selling at Arista Networks

In other Arista Networks news, Director Yvonne Wassenaar sold 971 shares of the business’s stock in a transaction dated Wednesday, May 20th. The stock was sold at an average price of $140.93, for a total transaction of $136,843.03. Following the completion of the sale, the director directly owned 9,784 shares in the company, valued at $1,378,859.12. The trade was a 9.03% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, major shareholder Andreas Bechtolsheim sold 220,000 shares of the business’s stock in a transaction dated Tuesday, May 26th. The shares were sold at an average price of $156.86, for a total value of $34,509,200.00. Following the sale, the insider owned 182,803,048 shares of the company’s stock, valued at approximately $28,674,486,109.28. This represents a 0.12% 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 quarter, insiders sold 1,943,142 shares of company stock worth $314,618,583. 2.70% of the stock is owned by corporate insiders.

Arista Networks Stock Performance

NYSE ANET opened at $159.09 on Friday. Arista Networks, Inc. has a one year low of $83.86 and a one year high of $179.80. The stock has a 50-day moving average of $147.52 and a 200 day moving average of $137.61. The company has a market capitalization of $200.33 billion, a price-to-earnings ratio of 54.48, a PEG ratio of 2.39 and a beta of 1.67.

Arista Networks (NYSE:ANET) last released its quarterly earnings results on Tuesday, May 5th. The technology company reported $0.87 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.81 by $0.06. The business had revenue of $2.71 billion during the quarter, compared to the consensus estimate of $2.62 billion. Arista Networks had a return on equity of 30.10% and a net margin of 38.32%.The business’s quarterly revenue was up 35.1% compared to the same quarter last year. During the same period in the previous year, the company posted $0.65 EPS. Arista Networks has set its Q2 2026 guidance at 0.880-0.880 EPS. On average, equities analysts predict that Arista Networks, Inc. will post 3.27 earnings per share 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.