Focus Partners Advisor Solutions LLC Boosts Holdings in Arista Networks, Inc. $ANET

10 Jun 2026, 10:01 by Tristan Rich · The Markets Daily

Focus Partners Advisor Solutions LLC increased its holdings in Arista Networks, Inc. (NYSE:ANET – Free Report) by 34.2% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 39,204 shares of the technology company’s stock after buying an additional 9,999 shares during the quarter. Focus Partners Advisor Solutions LLC’s holdings in Arista Networks were worth $5,137,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Board of the Pension Protection Fund purchased a new position in shares of Arista Networks in the fourth quarter worth approximately $26,000. Knuff & Co LLC purchased a new position in shares of Arista Networks in the third quarter worth approximately $29,000. Ameliora Wealth Management Ltd. purchased a new position in shares of Arista Networks in the fourth quarter worth approximately $30,000. Quarry LP purchased a new position in shares of Arista Networks in the third quarter worth approximately $33,000. Finally, Ares Financial Consulting LLC purchased a new position in shares of Arista Networks in the fourth quarter worth approximately $34,000. Hedge funds and other institutional investors own 82.47% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities analysts have weighed in on ANET shares. Wells Fargo & Company lifted their price target on shares of Arista Networks from $175.00 to $185.00 and gave the company an “overweight” rating in a report on Friday, February 13th. The Goldman Sachs Group reaffirmed 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. Weiss Ratings raised shares of Arista Networks from a “hold (c+)” rating to a “buy (b)” rating in a report on Friday, May 15th. Rosenblatt Securities lifted their price target on shares of Arista Networks from $180.00 to $210.00 and gave the company a “buy” rating in a report on Wednesday, May 6th. Finally, Morgan Stanley reaffirmed an “overweight” rating and set a $180.00 price target on shares of Arista Networks in a report on Friday, May 1st. Two analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Buy” and an average target price of $186.47.

View Our Latest Analysis on Arista Networks

Key Headlines Impacting Arista Networks

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

Positive Sentiment: Arista launched its new 7060XE7 Series 1.6T networking platforms, a next-generation portfolio designed for AI fabrics and rack-scale AI infrastructure. That supports the company’s growth narrative as demand rises for larger AI clusters. Article Title
Positive Sentiment: Multiple analysts remain constructive after the company’s latest results, with price targets raised and buy ratings reiterated, reinforcing confidence in Arista’s earnings momentum and AI/networking demand. Article Title
Positive Sentiment: Coverage also highlighted Arista’s strong liquidity, including a debt-free balance sheet, rising cash reserves, and robust operating cash flow, which can support continued investment in growth initiatives. Article Title
Neutral Sentiment: Several articles framed Arista as a leading AI networking and “AI arms race” beneficiary, which is supportive of the long-term bull case but does not appear to be a new fundamental catalyst by itself. Article Title
Negative Sentiment: Major shareholder Andreas Bechtolsheim disclosed another large share sale, adding to recent insider selling. While the trade was under a pre-arranged 10b5-1 plan, insider sales can still weigh on sentiment. Article Title

Insider Activity

In related news, major shareholder Andreas Bechtolsheim sold 220,000 shares of the company’s stock in a transaction dated Friday, June 5th. The shares were sold at an average price of $157.93, for a total value of $34,744,600.00. Following the completion of the sale, the insider directly owned 111,848 shares of the company’s stock, valued at $17,664,154.64. This represents a 66.30% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Chantelle Yvette Breithaupt sold 2,448 shares of the business’s stock in a transaction dated Tuesday, May 26th. The shares were sold at an average price of $157.00, for a total transaction of $384,336.00. Following the completion of the sale, the chief financial officer owned 64,408 shares of the company’s stock, valued at approximately $10,112,056. This represents a 3.66% decrease in their position. 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 three months, insiders sold 2,403,142 shares of company stock valued at $388,820,943. Insiders own 2.70% of the company’s stock.

Arista Networks Stock Performance

Shares of ANET opened at $152.06 on Wednesday. The company’s fifty day moving average is $152.27 and its 200 day moving average is $139.33. Arista Networks, Inc. has a fifty-two week low of $85.58 and a fifty-two week high of $179.80. The stock has a market capitalization of $191.47 billion, a PE ratio of 52.08, a P/E/G ratio of 2.41 and a beta of 1.61.

Arista Networks (NYSE:ANET – Get Free Report) last posted its quarterly earnings data on Tuesday, May 5th. The technology company reported $0.87 EPS for the quarter, topping the consensus estimate of $0.81 by $0.06. The company had revenue of $2.71 billion during the quarter, compared to analyst estimates of $2.62 billion. Arista Networks had a net margin of 38.32% and a return on equity of 30.10%. Arista Networks’s quarterly revenue was up 35.1% compared to the same quarter last year. During the same period in the previous year, the firm earned $0.65 earnings per share. Arista Networks has set its Q2 2026 guidance at 0.880-0.880 EPS. As a group, research analysts forecast that Arista Networks, Inc. will post 3.27 earnings per share for the current year.

Arista Networks Company Profile

(Free Report)

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.