Arista Networks, Inc. $ANET Stock Holdings Raised by OMERS ADMINISTRATION Corp

OMERS ADMINISTRATION Corp grew its stake in Arista Networks, Inc. (NYSE:ANET) by 15.8% during the first quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 146,338 shares of the technology company’s stock after purchasing an additional 19,948 shares during the quarter. OMERS ADMINISTRATION Corp’s holdings in Arista Networks were worth $17,967,000 as of its most recent filing with the SEC.

Several other large investors have also modified their holdings of the stock. Brighton Jones LLC increased its holdings 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 buying an additional 5,955 shares during the last quarter. Revolve Wealth Partners LLC bought a new position in Arista Networks during the 4th quarter worth approximately $202,000. Bison Wealth LLC acquired a new position in shares of Arista Networks in the 4th quarter worth approximately $251,000. Sivia Capital Partners LLC grew its position in shares of Arista Networks by 48.4% in the 2nd quarter. Sivia Capital Partners LLC now owns 10,723 shares of the technology company’s stock worth $1,097,000 after acquiring an additional 3,496 shares in the last quarter. Finally, Gamco Investors INC. ET AL increased its holdings in shares of Arista Networks by 31.3% in the 2nd quarter. Gamco Investors INC. ET AL now owns 4,193 shares of the technology company’s stock valued at $429,000 after acquiring an additional 1,000 shares during the last quarter. Institutional investors own 82.47% of the company’s stock.

Arista Networks Trading Down 1.6%

Shares of NYSE ANET opened at $173.79 on Friday. The company has a market cap of $218.83 billion, a price-to-earnings ratio of 59.52, a price-to-earnings-growth ratio of 2.67 and a beta of 1.60. Arista Networks, Inc. has a 12-month low of $113.55 and a 12-month high of $189.82. The stock’s 50 day simple moving average is $164.95 and its 200 day simple moving average is $148.70.

Arista Networks (NYSE:ANET) last issued its quarterly earnings data on Tuesday, May 5th. The technology company reported $0.87 EPS for the quarter, topping analysts’ consensus estimates of $0.81 by $0.06. Arista Networks had a return on equity of 30.10% and a net margin of 38.32%.The firm had revenue of $2.71 billion during the quarter, compared to the consensus estimate of $2.62 billion. During the same period in the prior year, the business earned $0.65 EPS. The firm’s revenue was up 35.1% on a year-over-year basis. Arista Networks has set its Q2 2026 guidance at 0.880-0.880 EPS. As a group, equities analysts forecast that Arista Networks, Inc. will post 3.28 earnings per share for the current fiscal year.

Key Arista Networks News

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

• Positive Sentiment: BofA and Needham commentary was broadly bullish ahead of Arista’s upcoming Q2 results, with analysts expecting the stock to keep rising on continued AI and data-center demand. Arista Networks sees largely bullish views at BofA ahead of Q2 results
• Positive Sentiment: Arista was highlighted as a beneficiary of expanding AI adoption, reinforcing the investment case that demand for networking gear tied to AI buildouts could support future growth. 4 Software Stocks Poised to Benefit From Expanding AI Adoption
• Positive Sentiment: Arista was also featured among high-ROE stocks that may appeal to investors seeking quality names during market volatility, underscoring its strong profitability profile. 5 High ROE Stocks to Buy as Surging Oil Prices Rattle Investors
• Neutral Sentiment: Recent coverage debated whether ANET is fairly valued for AI growth or still trading at a premium, suggesting investors are weighing strong fundamentals against a rich valuation. Is Arista Networks (ANET) Priced For AI Growth Or Too Expensive?
• Neutral Sentiment: Arista’s strong first-half performance and long-term stock gains continue to support a positive narrative, but this is more of a reminder of past strength than a direct near-term catalyst. Why Arista Networks Stock Rocketed 30% Higher in the First Half of 2026 and Why There’s Likely More to Come
• Negative Sentiment: The stock also slipped in the latest trading session, reflecting some profit-taking and softer short-term momentum despite the upbeat analyst backdrop. Arista Networks (ANET) Stock Falls Amid Market Uptick: What Investors Need to Know

Analyst Ratings Changes

Several brokerages recently issued reports on ANET. Zacks Research cut Arista Networks from a “strong-buy” rating to a “hold” rating in a research note on Thursday, May 14th. TD Cowen reiterated a “buy” rating and set a $210.00 target price (up from $200.00) on shares of Arista Networks in a research note on Monday, July 13th. Weiss Ratings raised shares of Arista Networks from a “buy (b-)” rating to a “buy (b)” rating in a report on Monday, July 13th. Morgan Stanley restated an “overweight” rating and issued a $190.00 price target (up from $180.00) on shares of Arista Networks in a research report on Friday, June 12th. Finally, Citigroup decreased their price target on shares of Arista Networks from $176.00 to $173.00 and set a “buy” rating for the company in a report on Wednesday, May 6th. Two 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 company. According to MarketBeat.com, Arista Networks has an average rating of “Buy” and an average target price of $189.74.

Insider Transactions at Arista Networks

In related news, CEO Jayshree Ullal sold 242,422 shares of Arista Networks stock in a transaction dated Thursday, July 9th. The shares were sold at an average price of $188.17, for a total value of $45,616,547.74. Following the sale, the chief executive officer directly owned 5,171,095 shares in the company, valued at $973,044,946.15. This trade represents a 4.48% decrease in their position. The sale 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, insider Kenneth Duda sold 32,000 shares of the business’s stock in a transaction dated Monday, May 18th. The shares were sold at an average price of $140.08, for a total transaction of $4,482,560.00. Following the transaction, the insider directly owned 12,976 shares of the company’s stock, valued at $1,817,678.08. The trade was a 71.15% 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. Over the last quarter, insiders sold 2,264,983 shares of company stock worth $376,175,065. Insiders own 2.70% of the company’s stock.

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.