Brown Brothers Harriman & Co. Has $80.82 Million Stake in Arista Networks, Inc. $ANET

Brown Brothers Harriman & Co. lifted its position in shares of Arista Networks, Inc. (NYSE:ANET) by 4.2% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 554,691 shares of the technology company’s stock after purchasing an additional 22,135 shares during the period. Brown Brothers Harriman & Co.’s holdings in Arista Networks were worth $80,824,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also added to or reduced their stakes in the company. Benchmark Investment Advisors LLC bought a new stake in Arista Networks in the 3rd quarter valued at $3,260,000. Cadence Bank grew its stake in shares of Arista Networks by 0.8% in the third quarter. Cadence Bank now owns 33,233 shares of the technology company’s stock valued at $4,842,000 after acquiring an additional 275 shares in the last quarter. F m Investments LLC increased its position in Arista Networks by 13.5% during the third quarter. F m Investments LLC now owns 2,323 shares of the technology company’s stock worth $338,000 after acquiring an additional 277 shares during the period. Jump Financial LLC raised its stake in Arista Networks by 65.5% in the 3rd quarter. Jump Financial LLC now owns 222,647 shares of the technology company’s stock worth $32,442,000 after purchasing an additional 88,147 shares in the last quarter. Finally, Platinum Investment Management Ltd. raised its stake in Arista Networks by 99.1% in the 3rd quarter. Platinum Investment Management Ltd. now owns 17,245 shares of the technology company’s stock worth $2,513,000 after purchasing an additional 8,582 shares in the last quarter. 82.47% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Arista Networks

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

• Positive Sentiment: Arista launched the XPO multi-source agreement and a 12.8 Tbps liquid‑cooled pluggable optics module that boosts rack density ~4x — this product is explicitly targeted at hyperscale AI data centers and could expand Arista’s addressable market and hardware ASPs. Arista Announces XPO High Density Liquid Cooled Pluggable Optics
• Positive Sentiment: CEO guidance and management commentary point to faster top‑line growth — management expects ~ $11B revenue in 2026 (vs ~$9B in 2025), reinforcing the AI-driven demand narrative. Arista (ANET) to Hit $11B in 2026 Revenues, $2B More Than 2025, Says CEO
• Positive Sentiment: Broker activity has turned constructive — TD Cowen initiated coverage with a Buy and $170 PT, and some outlets upgraded the stock citing accelerating AI networking demand and durable hyperscaler commitments. Those actions support upside vs. current levels. TD Cowen initiates Arista, Coherent and Ciena at buy
• Positive Sentiment: Independent upgrades highlight the stock’s breakout potential as valuation has contracted and FY2026 revenue is guided above ~25%, reinforcing the bullish case for longer-term multiple expansion if execution continues. Arista Networks: All Ready To Storm To New Highs (Upgrade)
• Neutral Sentiment: Technically, ANET is trading near its 50‑day moving average inside a base and is listed as an IBD Sector Leader — constructive technicals but not yet a confirmed breakout. Arista Holds Near Key Level As Outlook Brightens
• Negative Sentiment: Shares have pulled back and shown intraday weakness in recent sessions — short‑term volatility and profit‑taking are pressuring the stock despite positive headlines. Arista Networks (ANET) Declines More Than Market: Some Information for Investors
• Negative Sentiment: Analysts note supply constraints and some gross‑margin pressure that could limit near‑term revenue upside despite strong bookings — a risk to quarterly cadence even as the multi‑year AI opportunity remains intact. Arista Networks: Why A Breakout Seems Likely (Rating Upgrade)

Analyst Ratings Changes

A number of research analysts have issued reports on ANET shares. Piper Sandler restated an “overweight” rating and set a $175.00 target price (up from $159.00) on shares of Arista Networks in a research report on Friday, February 13th. The Goldman Sachs Group reiterated a “buy” rating and issued a $188.00 price target (up from $165.00) on shares of Arista Networks in a research note on Friday, February 13th. Wells Fargo & Company increased their price target on Arista Networks from $175.00 to $185.00 and gave the stock an “overweight” rating in a research report on Friday, February 13th. Weiss Ratings restated a “hold (c+)” rating on shares of Arista Networks in a research note on Monday, December 29th. Finally, UBS Group set a $200.00 price objective on Arista Networks in a report on Tuesday, February 24th. Eighteen equities research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $176.47.

Insider Transactions at Arista Networks

In other Arista Networks news, insider Kenneth Duda sold 26,000 shares of the stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $142.35, for a total value of $3,701,100.00. Following the completion of the transaction, the insider directly owned 512,400 shares in the company, valued at approximately $72,940,140. This trade represents a 4.83% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Charles H. Giancarlo sold 8,000 shares of Arista Networks stock in a transaction dated Monday, March 2nd. The shares were sold at an average price of $128.67, for a total value of $1,029,360.00. Following the sale, the director directly owned 1,784 shares in the company, valued at $229,547.28. The trade was a 81.77% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 196,237 shares of company stock worth $25,865,760. 3.39% of the stock is currently owned by insiders.

Arista Networks Price Performance

ANET stock opened at $133.67 on Friday. The stock has a market cap of $167.96 billion, a price-to-earnings ratio of 48.43, a P/E/G ratio of 2.38 and a beta of 1.46. The company has a 50 day simple moving average of $134.86 and a 200 day simple moving average of $137.30. Arista Networks, Inc. has a 1 year low of $59.43 and a 1 year high of $164.94.

Arista Networks (NYSE:ANET) last posted its earnings results on Thursday, February 12th. The technology company reported $0.82 earnings per share for the quarter, topping analysts’ consensus estimates of $0.75 by $0.07. The firm had revenue of $2.49 billion for the quarter, compared to analysts’ expectations of $2.38 billion. Arista Networks had a net margin of 38.99% and a return on equity of 30.37%. The company’s revenue was up 28.9% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.66 earnings per share. On average, equities research analysts anticipate that Arista Networks, Inc. will post 2.2 EPS for the current fiscal year.

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.