APG Asset Management US Inc. Has $11.49 Million Stock Holdings in Arista Networks, Inc. $ANET

APG Asset Management US Inc. reduced its position in shares of Arista Networks, Inc. (NYSE:ANET) by 13.1% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 76,981 shares of the technology company’s stock after selling 11,566 shares during the period. APG Asset Management US Inc.’s holdings in Arista Networks were worth $11,491,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Walkner Condon Financial Advisors LLC grew its holdings in Arista Networks by 0.4% during the 3rd quarter. Walkner Condon Financial Advisors LLC now owns 18,509 shares of the technology company’s stock worth $2,697,000 after acquiring an additional 70 shares during the last quarter. AdvisorNet Financial Inc raised its stake in shares of Arista Networks by 56.7% during the third quarter. AdvisorNet Financial Inc now owns 199 shares of the technology company’s stock valued at $29,000 after acquiring an additional 72 shares during the last quarter. Crown Wealth Group LLC lifted its holdings in shares of Arista Networks by 2.4% during the third quarter. Crown Wealth Group LLC now owns 3,175 shares of the technology company’s stock worth $463,000 after purchasing an additional 75 shares during the period. Fragasso Financial Advisors Inc grew its stake in shares of Arista Networks by 1.8% in the third quarter. Fragasso Financial Advisors Inc now owns 4,237 shares of the technology company’s stock worth $616,000 after purchasing an additional 76 shares during the last quarter. Finally, West Family Investments Inc. grew its stake in shares of Arista Networks by 0.9% in the third quarter. West Family Investments Inc. now owns 8,364 shares of the technology company’s stock worth $1,219,000 after purchasing an additional 76 shares during the last quarter. Institutional investors and hedge funds own 82.47% of the company’s stock.

Insider Activity

In other news, Director Yvonne Wassenaar sold 1,815 shares of the stock in a transaction dated Wednesday, February 25th. The shares were sold at an average price of $132.44, for a total transaction of $240,378.60. Following the transaction, the director owned 12,574 shares of the company’s stock, valued at $1,665,300.56. This represents a 12.61% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, insider Kenneth Duda sold 32,000 shares of the firm’s stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $142.44, for a total value of $4,558,080.00. Following the completion of the sale, the insider owned 12,976 shares of the company’s stock, valued at approximately $1,848,301.44. This represents a 71.15% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 196,237 shares of company stock worth $25,861,120. Company insiders own 3.39% of the company’s stock.

Arista Networks News Roundup

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

• Positive Sentiment: Wall Street remains broadly bullish as Arista has meaningfully outperformed the S&P 500 over the past year, supporting buy-side conviction in its multi‑year growth runway. Is Arista Networks’ Stock Outperforming the S&P 500?
• Positive Sentiment: One analyst sees >50% upside as accelerating AI data‑center demand and Arista’s execution (switching, Ethernet for AI fabrics) could drive another leg of growth. This bullish note can attract momentum buyers. Why 1 Analyst Thinks Arista Networks Stock Can Still Gain Over 50% This Year
• Positive Sentiment: Arista 2.0 strategy (AI focus, SaaS offers and a 150M port deployment milestone) is gaining traction — supports upside potential from higher‑margin software and recurring‑revenue mix improvements. Arista 2.0 Strategy Picks Up Steam: Can ANET Ride This Wave?
• Positive Sentiment: Recent quarterly results beat expectations and management raised AI revenue guidance for FY‑2026, reinforcing Arista’s role in next‑gen cloud and AI infrastructure — a core fundamental support for the rally. Arista Networks (ANET) Is Down 5.1% After Raising 2026 AI Revenue Outlook And Beating Q4 Estimates – Has The Bull Case Changed?
• Neutral Sentiment: Company presentation at Bernstein Insights provides incremental color on strategy and roadmap (helpful for investors, but not an immediate catalyst). Arista Networks, Inc. (ANET) Presents at Bernstein Insights
• Negative Sentiment: Despite the beat and guidance lift, the stock previously pulled back (~5%) as some investors rotated out on valuation concerns and to lock gains — this dynamic can cause volatility even with positive fundamentals. Arista Networks (ANET) Is Down 5.1% After Raising 2026 AI Revenue Outlook And Beating Q4 Estimates – Has The Bull Case Changed?
• Negative Sentiment: Insider selling: a director sold 422 shares (~$54k) last week — a small position change but sometimes cited by traders as a near‑term weak signal. Arista Networks (NYSE:ANET) Director Kelly Bodnar Battles Sells 422 Shares

Arista Networks Stock Performance

Shares of ANET stock opened at $133.32 on Friday. Arista Networks, Inc. has a fifty-two week low of $59.43 and a fifty-two week high of $164.94. The stock has a 50 day simple moving average of $134.35 and a two-hundred day simple moving average of $137.33. The company has a market cap of $167.52 billion, a P/E ratio of 48.30, a PEG ratio of 2.37 and a beta of 1.42.

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

Analysts Set New Price Targets

Several research analysts recently issued reports on ANET shares. Barclays reaffirmed an “overweight” rating and set a $184.00 target price (up from $183.00) on shares of Arista Networks in a research report on Friday, February 13th. Evercore restated an “outperform” rating and set a $200.00 price objective on shares of Arista Networks in a research report on Friday, February 13th. Rosenblatt Securities lifted their price objective on Arista Networks from $140.00 to $165.00 and gave the stock a “neutral” rating in a research note on Tuesday, February 10th. Weiss Ratings reissued a “hold (c+)” rating on shares of Arista Networks in a research report on Monday, December 29th. Finally, The Goldman Sachs Group restated a “buy” rating and set a $188.00 price target (up from $165.00) on shares of Arista Networks in a report on Friday, February 13th. Seventeen equities research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $176.88.

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.