Dakota Wealth Management Has $6.78 Million Position in Arista Networks, Inc. $ANET

Dakota Wealth Management trimmed its position in Arista Networks, Inc. (NYSE:ANET) by 46.8% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 51,760 shares of the technology company’s stock after selling 45,523 shares during the quarter. Dakota Wealth Management’s holdings in Arista Networks were worth $6,782,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in the company. Norges Bank acquired a new stake in shares of Arista Networks during the second quarter worth $1,228,177,000. Massachusetts Financial Services Co. MA grew its stake in shares of Arista Networks by 2,829.0% in the third quarter. Massachusetts Financial Services Co. MA now owns 5,721,156 shares of the technology company’s stock valued at $833,630,000 after acquiring an additional 5,525,828 shares in the last quarter. Arrowstreet Capital Limited Partnership grew its stake in shares of Arista Networks by 82.5% in the third quarter. Arrowstreet Capital Limited Partnership now owns 9,587,115 shares of the technology company’s stock valued at $1,396,939,000 after acquiring an additional 4,332,659 shares in the last quarter. Holocene Advisors LP bought a new position in Arista Networks during the second quarter worth about $247,451,000. Finally, Schroder Investment Management Group increased its position in Arista Networks by 14.8% during the second quarter. Schroder Investment Management Group now owns 10,494,124 shares of the technology company’s stock worth $1,073,654,000 after acquiring an additional 1,350,593 shares during the period. Institutional investors own 82.47% of the company’s stock.

Arista Networks Trading Down 1.3%

Shares of NYSE:ANET opened at $120.96 on Friday. The firm has a 50 day moving average of $135.49 and a 200-day moving average of $136.90. Arista Networks, Inc. has a 12 month low of $59.43 and a 12 month high of $164.94. The stock has a market capitalization of $151.99 billion, a PE ratio of 43.83, a PEG ratio of 2.17 and a beta of 1.46.

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

Wall Street Analysts Forecast Growth

A number of analysts have issued reports on ANET shares. TD Cowen began coverage on shares of Arista Networks in a report on Thursday, March 12th. They issued a “buy” rating and a $170.00 price objective for the company. KeyCorp reiterated an “overweight” rating and issued a $178.00 price target (up from $170.00) on shares of Arista Networks in a research report on Friday, February 13th. Barclays reiterated an “overweight” rating and issued a $184.00 price target (up from $183.00) on shares of Arista Networks in a research note on Friday, February 13th. Weiss Ratings reissued a “hold (c+)” rating on shares of Arista Networks in a research report on Monday, December 29th. Finally, Wells Fargo & Company raised their price objective on Arista Networks from $175.00 to $185.00 and gave the stock an “overweight” rating in a research note on Friday, February 13th. Eighteen equities research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. According to data from MarketBeat.com, Arista Networks currently has a consensus rating of “Moderate Buy” and a consensus price target of $176.47.

Insiders Place Their Bets

In other Arista Networks news, Director Charles H. Giancarlo sold 8,000 shares of the firm’s stock in a transaction on Monday, March 2nd. The stock was sold at an average price of $128.67, for a total value of $1,029,360.00. Following the sale, the director owned 1,784 shares of the company’s stock, valued at approximately $229,547.28. This trade represents a 81.77% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, Director Yvonne Wassenaar sold 1,395 shares of Arista Networks stock in a transaction on Monday, March 16th. The shares were sold at an average price of $134.34, for a total value of $187,404.30. Following the completion of the transaction, the director owned 11,179 shares in the company, valued at approximately $1,501,786.86. The trade was a 11.09% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 199,632 shares of company stock valued at $26,936,324 over the last ninety days. Company insiders own 3.39% of the company’s stock.

Arista Networks News Summary

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

• Positive Sentiment: Erste Group raised FY2026 and FY2027 EPS forecasts for Arista, a modest lift to forward earnings expectations that supports longer‑term growth assumptions. Erste Group raises EPS estimates (MarketBeat)
• Positive Sentiment: The Motley Fool argues Arista is “quietly winning the AI race,” highlighting Arista’s strength in high‑performance networking for large data centers — a structural tailwind as AI infrastructure spending grows. The 1 Reason Arista Networks Is Quietly Winning the AI Race in 2026
• Neutral Sentiment: Zacks highlights Arista as a “strong growth stock” using style scores, which may attract growth‑oriented investors but is not new fundamental news. Here’s Why Arista Networks (ANET) is a Strong Growth Stock
• Neutral Sentiment: Zacks also flags ANET as a trending/most‑searched stock, signaling heightened retail/institutional attention that can increase short‑term volatility without changing fundamentals. Arista Networks, Inc. (ANET) Is a Trending Stock
• Neutral Sentiment: Analyses assessing Arista’s valuation note mixed near‑term returns versus strong multi‑year shareholder gains — a reminder valuation could cap upside after a big run. Assessing Arista Networks (ANET) Valuation
• Negative Sentiment: Coverage on Nvidia’s networking unit shows NVDA scaling into high‑speed interconnects for AI — a competitive dynamic that could pressure Arista on pricing and market share in GPU‑dense data centers. Is NVDA’s Networking Unit Becoming a Core Growth Engine?

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.