Corient Private Wealth LP Has $45.81 Million Stake in Arista Networks, Inc. $ANET

Corient Private Wealth LP increased its stake in shares of Arista Networks, Inc. (NYSE:ANET) by 16.2% in the second quarter, Holdings Channel.com reports. The firm owned 269,727 shares of the technology company’s stock after buying an additional 37,580 shares during the quarter. Corient Private Wealth LP’s holdings in Arista Networks were worth $45,815,000 at the end of the most recent reporting period.

Other large investors also recently modified their holdings of the company. Norges Bank bought a new stake in shares of Arista Networks during the fourth quarter worth about $1,558,563,000. Jupiter Topco LLC acquired a new position in Arista Networks during the 2nd quarter worth about $1,101,860,000. Franklin Resources Inc. increased its stake in shares of Arista Networks by 59.3% in the fourth quarter. Franklin Resources Inc. now owns 7,878,360 shares of the technology company’s stock valued at $1,032,302,000 after buying an additional 2,934,098 shares during the period. Massachusetts Financial Services Co. MA boosted its holdings in Arista Networks by 34.6% in the second quarter. Massachusetts Financial Services Co. MA now owns 9,725,196 shares of the technology company’s stock valued at $1,712,788,000 after acquiring an additional 2,497,275 shares during the last quarter. Finally, Pictet Asset Management Holding SA raised its holdings in Arista Networks by 86.0% during the 1st quarter. Pictet Asset Management Holding SA now owns 4,240,951 shares of the technology company’s stock worth $520,168,000 after purchasing an additional 1,960,829 shares during the last quarter. 82.47% of the stock is currently owned by institutional investors.

Arista Networks Stock Performance

Arista Networks stock opened at $201.30 on Friday. Arista Networks, Inc. has a fifty-two week low of $114.52 and a fifty-two week high of $214.89. The firm’s fifty day moving average price is $179.77 and its 200-day moving average price is $158.14. The stock has a market cap of $253.88 billion, a P/E ratio of 63.50, a PEG ratio of 2.09 and a beta of 1.60.

Arista Networks (NYSE:ANET) last announced its earnings results on Tuesday, August 4th. The technology company reported $1.02 earnings per share for the quarter, beating analysts’ consensus estimates of $0.89 by $0.13. Arista Networks had a net margin of 38.37% and a return on equity of 30.65%. The business had revenue of $3.04 billion for the quarter, compared to the consensus estimate of $2.83 billion. During the same period last year, the firm posted $0.73 earnings per share. Arista Networks’s quarterly revenue was up 37.7% on a year-over-year basis. Arista Networks has set its Q3 2026 guidance at 1.060-1.080 EPS. Sell-side analysts predict that Arista Networks, Inc. will post 3.7 earnings per share for the current year.

Insider Buying and Selling at Arista Networks

In related news, Director Kelly Bodnar Battles sold 422 shares of Arista Networks stock in a transaction on Friday, August 21st. The shares were sold at an average price of $187.34, for a total value of $79,057.48. Following the transaction, the director directly owned 10,194 shares of the company’s stock, valued at $1,909,743.96. The trade was a 3.98% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, major shareholder Andreas Bechtolsheim sold 111,848 shares of the company’s stock in a transaction dated Thursday, August 6th. The shares were sold at an average price of $192.75, for a total transaction of $21,558,702.00. Following the transaction, the insider directly owned 109,833 shares of the company’s stock, valued at approximately $21,170,310.75. This trade represents a 50.45% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders have sold 3,950,082 shares of company stock valued at $741,060,096. Insiders own 2.70% of the company’s stock.

Arista Networks News Summary

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

• Positive Sentiment: Arista remains a major beneficiary of rising AI data-center investment. Demand for high-speed networking equipment is expanding as cloud providers and technology companies build out AI infrastructure, supporting the company’s growth outlook. 3 Stocks That Are No-Brainer Buys in the Second Half of 2026
• Positive Sentiment: Analysts remain broadly bullish. The consensus price target implies approximately 26.7% upside, while several firms recently raised targets to $250 and maintained buy or overweight ratings. However, price targets are not guaranteed and may already reflect strong growth expectations. Wall Street Analysts Believe Arista Networks Could Rally 26.74%
• Neutral Sentiment: Arista’s latest quarterly results were strong, with EPS of $1.02 versus $0.89 expected and revenue of $3.04 billion versus $2.83 billion expected. Revenue increased 37.7% year over year, and management guided to third-quarter EPS of $1.06–$1.08.
• Negative Sentiment: CEO Jayshree Ullal sold 13,809 shares worth about $2.65 million, reducing her direct ownership by 58.2%. The transaction occurred under a pre-arranged Rule 10b5-1 plan, which limits its value as a bearish signal, but the size of the sale may encourage profit-taking. SEC CEO insider sale filing
• Negative Sentiment: Political opposition to new AI data centers could create regulatory delays or limit construction, potentially slowing demand from Arista’s large cloud customers. Investors are also watching customer concentration and elevated valuation risk, with ANET trading at roughly 63.5 times earnings. Arista Networks Faces New Political Risk

Wall Street Analysts Forecast Growth

Several research analysts have recently weighed in on ANET shares. Rosenblatt Securities lifted their price objective on Arista Networks from $210.00 to $280.00 and gave the stock a “buy” rating in a research report on Wednesday, August 5th. Zacks Research raised shares of Arista Networks from a “hold” rating to a “strong-buy” rating in a research report on Monday, August 10th. Bank of America reissued a “buy” rating and issued a $240.00 price objective (up from $200.00) on shares of Arista Networks in a research note on Wednesday, August 5th. Wolfe Research restated an “outperform” rating and set a $175.00 price target on shares of Arista Networks in a research note on Wednesday, June 10th. Finally, Weiss Ratings cut shares of Arista Networks from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Wednesday, August 12th. Two analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and one has issued a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Buy” and an average target price of $226.05.

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.