Epoch Investment Partners Inc. Has $125.95 Million Holdings in Arista Networks, Inc. $ANET

Epoch Investment Partners Inc. lessened its holdings in Arista Networks, Inc. (NYSE:ANET) by 24.0% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 961,192 shares of the technology company’s stock after selling 302,834 shares during the period. Epoch Investment Partners Inc.’s holdings in Arista Networks were worth $125,945,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently made changes to their positions in the business. Lighthouse Financial Services Inc. ADV purchased a new stake in Arista Networks in the 4th quarter valued at about $1,549,000. Bensler LLC purchased a new stake in Arista Networks in the 4th quarter valued at about $6,350,000. QRG Capital Management Inc. increased its stake in Arista Networks by 6.4% in the 4th quarter. QRG Capital Management Inc. now owns 169,613 shares of the technology company’s stock valued at $22,224,000 after buying an additional 10,217 shares during the last quarter. Jefferies Financial Group Inc. increased its stake in Arista Networks by 59.8% in the 4th quarter. Jefferies Financial Group Inc. now owns 17,621 shares of the technology company’s stock valued at $2,309,000 after buying an additional 6,591 shares during the last quarter. Finally, Reaves W H & Co. Inc. purchased a new stake in Arista Networks in the 4th quarter valued at about $3,058,000. Institutional investors and hedge funds own 82.47% of the company’s stock.

Trending Headlines about Arista Networks

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

• Positive Sentiment: An analyst raised Arista Networks’ price target, helping fuel the stock’s recent climb and reinforcing optimism around the company’s outlook. Why Arista Networks Stock Flew More Than 4% Higher on Friday
• Positive Sentiment: Arista rolled out its 7060XE7 Series Ethernet platforms, with faster speeds and up to 100 Tbps switching capacity, which could support rising AI infrastructure spending and strengthen future demand. Can Arista’s Advanced Networking Platform Meet the Growing AI Demand?
• Positive Sentiment: Erste Group Bank boosted its FY2027 EPS estimate for Arista to $4.00 from $3.95, signaling improved long-term earnings expectations. MarketBeat Arista Networks article
• Neutral Sentiment: Broader market volatility tied to AI spending concerns, interest rates, and economic growth may be influencing trading across tech stocks, including Arista. The Stock Market Is Getting Volatile—Finally. What to Put on Your Buy List.
• Neutral Sentiment: A report noted that Arista co-founder Andreas Bechtolsheim sold 220,000 shares, which can draw attention but does not by itself confirm a change in the business outlook. Andreas Bechtolsheim Sells 220,000 Shares of Arista Networks (NYSE:ANET) Stock

Analysts Set New Price Targets

Several research firms have commented on ANET. Raymond James Financial upgraded shares of Arista Networks from a “market perform” rating to an “outperform” rating and set a $164.00 price objective for the company in a research note on Friday, May 15th. Zacks Research downgraded shares of Arista Networks from a “strong-buy” rating to a “hold” rating in a research report on Thursday, May 14th. Needham & Company LLC reissued a “buy” rating and set a $185.00 target price on shares of Arista Networks in a research report on Wednesday, May 6th. Bank of America increased their target price on shares of Arista Networks from $185.00 to $200.00 and gave the company a “buy” rating in a research report on Monday, June 8th. Finally, Truist Financial set a $175.00 target price on shares of Arista Networks in a research report on Wednesday, May 6th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Buy” and a consensus target price of $186.47.

Insider Buying and Selling

In related news, insider Kenneth Duda sold 32,000 shares of the firm’s stock in a transaction that occurred on Tuesday, March 17th. The shares were sold at an average price of $134.14, for a total value of $4,292,480.00. Following the completion of the transaction, the insider directly owned 12,976 shares of the company’s stock, valued at approximately $1,740,600.64. This trade represents a 71.15% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Jayshree Ullal sold 428,000 shares of the firm’s stock in a transaction that occurred on Wednesday, April 22nd. The stock was sold at an average price of $177.44, for a total transaction of $75,944,320.00. Following the completion of the transaction, the chief executive officer directly owned 5,209,207 shares of the company’s stock, valued at approximately $924,321,690.08. This trade represents a 7.59% 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 ninety days, insiders sold 2,403,142 shares of company stock valued at $388,820,943. Company insiders own 2.70% of the company’s stock.

Arista Networks Stock Up 4.5%

Arista Networks stock opened at $163.38 on Friday. Arista Networks, Inc. has a twelve month low of $85.58 and a twelve month high of $179.80. The firm has a 50 day moving average price of $154.43 and a 200-day moving average price of $139.99. The company has a market capitalization of $205.73 billion, a P/E ratio of 55.95, a P/E/G ratio of 2.52 and a beta of 1.61.

Arista Networks (NYSE:ANET) last released its earnings results on Tuesday, May 5th. The technology company reported $0.87 earnings per share for the quarter, beating analysts’ consensus estimates of $0.81 by $0.06. The firm had revenue of $2.71 billion during the quarter, compared to the consensus estimate of $2.62 billion. Arista Networks had a net margin of 38.32% and a return on equity of 30.10%. The company’s revenue was up 35.1% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.65 EPS. Arista Networks has set its Q2 2026 guidance at 0.880-0.880 EPS. Equities analysts expect that Arista Networks, Inc. will post 3.27 EPS for the current fiscal year.

Arista Networks Profile

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.