Epoch Investment Partners Inc. Sells 151,630 Shares of Arista Networks, Inc. $ANET

Epoch Investment Partners Inc. lessened its holdings in shares of Arista Networks, Inc. (NYSE:ANET) by 15.8% in the first quarter, according to its most recent filing with the SEC. The firm owned 809,562 shares of the technology company’s stock after selling 151,630 shares during the period. Epoch Investment Partners Inc. owned 0.06% of Arista Networks worth $99,398,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds also recently made changes to their positions in the business. Main Street Group LTD acquired a new stake in shares of Arista Networks during the first quarter worth $26,000. Sankala Group LLC bought a new position in Arista Networks during the fourth quarter worth about $27,000. Prosperity Bancshares Inc bought a new position in Arista Networks during the fourth quarter worth about $28,000. Ameliora Wealth Management Ltd. acquired a new position in shares of Arista Networks during the 4th quarter worth about $30,000. Finally, Hilton Head Capital Partners LLC increased its stake in shares of Arista Networks by 184.9% in the 1st quarter. Hilton Head Capital Partners LLC now owns 245 shares of the technology company’s stock valued at $30,000 after acquiring an additional 159 shares during the last quarter. Institutional investors own 82.47% of the company’s stock.

Insider Buying and Selling

In related news, insider Kenneth Duda sold 17,333 shares of the company’s stock in a transaction dated Monday, June 22nd. The stock was sold at an average price of $171.42, for a total transaction of $2,971,222.86. Following the sale, the insider owned 12,976 shares in the company, valued at approximately $2,224,345.92. This represents a 57.19% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, major shareholder Andreas Bechtolsheim sold 240,000 shares of the stock in a transaction that occurred on Thursday, July 2nd. The shares were sold at an average price of $162.67, for a total value of $39,040,800.00. Following the transaction, the insider directly owned 182,043,048 shares of the company’s stock, valued at $29,612,942,618.16. This trade represents a 0.13% 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. Insiders sold a total of 2,264,983 shares of company stock worth $376,175,065 in the last three months. Insiders own 2.70% of the company’s stock.

Arista Networks Trading Down 1.6%

Arista Networks stock opened at $173.79 on Friday. Arista Networks, Inc. has a 1-year low of $113.55 and a 1-year high of $189.82. The company has a fifty day simple moving average of $164.95 and a 200 day simple moving average of $148.70. The company has a market cap of $218.83 billion, a P/E ratio of 59.52, a price-to-earnings-growth ratio of 2.71 and a beta of 1.60.

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

Arista Networks News Summary

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

Analysts Set New Price Targets

ANET has been the subject of a number of analyst reports. Citigroup decreased their price objective 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. Deutsche Bank Aktiengesellschaft upgraded shares of Arista Networks to a “buy” rating in a research report on Wednesday, June 10th. JPMorgan Chase & Co. increased their price target on Arista Networks from $190.00 to $200.00 and gave the stock an “overweight” rating in a report on Thursday, April 16th. Rosenblatt Securities lifted their price objective on Arista Networks from $180.00 to $210.00 and gave the company a “buy” rating in a report on Wednesday, May 6th. Finally, Needham & Company LLC increased their target price on Arista Networks from $185.00 to $200.00 and gave the stock a “buy” rating in a research note on Wednesday. Two analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and one has given a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Buy” and a consensus target price of $189.74.

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.