ASR Vermogensbeheer N.V. Reduces Holdings in Arista Networks, Inc. $ANET

ASR Vermogensbeheer N.V. lowered its position in Arista Networks, Inc. (NYSE:ANET) by 8.8% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 196,421 shares of the technology company’s stock after selling 18,845 shares during the quarter. ASR Vermogensbeheer N.V.’s holdings in Arista Networks were worth $28,621,000 as of its most recent SEC filing.

Several other large investors also recently modified their holdings of the business. Norges Bank acquired a new stake in Arista Networks during the 2nd quarter valued at approximately $1,228,177,000. Nordea Investment Management AB raised its position in shares of Arista Networks by 193.3% in the 2nd quarter. Nordea Investment Management AB now owns 7,065,054 shares of the technology company’s stock valued at $721,342,000 after purchasing an additional 4,656,021 shares in the last quarter. Holocene Advisors LP purchased a new position in shares of Arista Networks during the 2nd quarter valued at approximately $247,451,000. Robeco Institutional Asset Management B.V. grew its position in shares of Arista Networks by 123.0% during the second quarter. Robeco Institutional Asset Management B.V. now owns 3,068,064 shares of the technology company’s stock worth $313,894,000 after buying an additional 1,692,467 shares in the last quarter. Finally, Assenagon Asset Management S.A. increased its stake in shares of Arista Networks by 79.3% in the second quarter. Assenagon Asset Management S.A. now owns 3,228,746 shares of the technology company’s stock worth $330,333,000 after buying an additional 1,428,491 shares during the last quarter. 82.47% of the stock is currently owned by institutional investors and hedge funds.

Arista Networks Trading Down 0.5%

Shares of Arista Networks stock opened at $129.96 on Friday. The stock has a market capitalization of $163.66 billion, a price-to-earnings ratio of 49.41, a PEG ratio of 2.20 and a beta of 1.41. Arista Networks, Inc. has a twelve month low of $59.43 and a twelve month high of $164.94. The business’s 50 day simple moving average is $128.80 and its 200-day simple moving average is $132.65.

Arista Networks (NYSE:ANET) last released its quarterly earnings data on Tuesday, November 4th. The technology company reported $0.75 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.72 by $0.03. The business had revenue of $2.31 billion during the quarter, compared to analyst estimates of $2.26 billion. Arista Networks had a return on equity of 30.28% and a net margin of 39.73%.The business’s revenue for the quarter was up 27.5% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $2.40 EPS. Sell-side analysts predict that Arista Networks, Inc. will post 2.2 earnings per share for the current year.

Key Stories Impacting Arista Networks

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

• Positive Sentiment: Investor enthusiasm around AI networking: coverage highlights a recent price jump tied to rising demand for AI switches and an analyst upgrade — a near‑term bullish catalyst for revenue and multiple expansion. Arista Networks (ANET) Stock: 5% Jump Fueled by AI Switch Demand and Analyst Upgrade
• Positive Sentiment: Strategic positioning in AI infrastructure: analysis argues Arista is a key supplier of high‑speed, low‑latency networking as hyperscalers expand for generative AI, supporting durable demand for ANET products (though valuation vs. peers is noted). Is Arista Networks Winning AI Infra Race?
• Positive Sentiment: Pro‑stock signal from a public purchase: Senator John Boozman disclosed a purchase of ANET shares, which can be interpreted as a confidence signal to some investors. Sen. John Boozman Buys Arista Networks, Inc. (NYSE:ANET) Stock
• Neutral Sentiment: Earnings schedule set: Arista confirmed it will report Q4 2025 results on February 12, 2026 — a key near‑term catalyst that could drive volatility. Arista Networks to Announce Q4 2025 Financial Results on Thursday, February 12, 2026
• Neutral Sentiment: Earnings preview: market previews highlight what to watch in the upcoming report (revenue mix, gross margins, guidance and AI‑related bookings) — these items will likely dictate short‑term reaction. Earnings preview: What to expect from Arista Networks’ report
• Neutral Sentiment: Analyst commentary roundup: recent analyst notes are mixed but skew supportive; watch revisions to estimates ahead of the print. This is what analysts think about Arista Networks (ANET)
• Neutral Sentiment: Inclusion in thematic lists: coverage noting Arista as a woman‑run company pickup may broaden investor interest but is unlikely to move fundamentals materially. 4 Women-Run Company Stocks Building Durable Growth Stories
• Negative Sentiment: Insider selling: Representative Gilbert Ray Cisneros disclosed the sale of ANET shares — a potential negative signal to some market participants. Rep. Gilbert Ray Cisneros, Jr. Sells Off Shares of Arista Networks, Inc. (NYSE:ANET)
• Negative Sentiment: Short‑term price weakness noted: coverage points out ANET has dipped more than the broader market in recent trading sessions, reflecting profit‑taking and sensitivity to growth/valuation concerns ahead of earnings. Arista Networks (ANET) dips more than broader market: What you should know

Analyst Ratings Changes

A number of research analysts have commented on the stock. Weiss Ratings reiterated a “hold (c+)” rating on shares of Arista Networks in a research note on Monday, December 29th. Morgan Stanley cut their target price on shares of Arista Networks from $171.00 to $159.00 and set an “overweight” rating on the stock in a research note on Wednesday, December 17th. Erste Group Bank downgraded Arista Networks from a “buy” rating to a “hold” rating in a research note on Monday, November 10th. Barclays restated an “overweight” rating and set a $183.00 price objective (up previously from $179.00) on shares of Arista Networks in a research note on Wednesday, November 5th. Finally, Rosenblatt Securities reaffirmed a “neutral” rating and set a $140.00 target price on shares of Arista Networks in a report on Monday, November 24th. Eighteen equities research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. According to data from MarketBeat, Arista Networks currently has an average rating of “Moderate Buy” and a consensus target price of $164.44.

Insider Activity

In other news, Director Kelly Bodnar Battles sold 422 shares of the company’s stock in a transaction dated Friday, November 21st. The shares were sold at an average price of $117.15, for a total transaction of $49,437.30. Following the completion of the transaction, the director owned 8,980 shares in the company, valued at approximately $1,052,007. This represents a 4.49% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Kenneth Duda sold 30,000 shares of the stock in a transaction dated Monday, November 17th. The stock was sold at an average price of $128.61, for a total transaction of $3,858,300.00. Following the completion of the sale, the insider directly owned 12,976 shares in the company, valued at approximately $1,668,843.36. This trade represents a 69.81% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders sold 160,464 shares of company stock worth $20,494,988. 3.39% of the stock is owned by insiders.

Arista Networks Company 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.