Disciplined Equity Management Inc. Has $1.15 Million Holdings in Arista Networks, Inc. $ANET

Disciplined Equity Management Inc. increased its stake in shares of Arista Networks, Inc. (NYSE:ANET) by 9.6% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 11,250 shares of the technology company’s stock after buying an additional 990 shares during the quarter. Arista Networks accounts for about 0.7% of Disciplined Equity Management Inc.’s investment portfolio, making the stock its 25th largest position. Disciplined Equity Management Inc.’s holdings in Arista Networks were worth $1,151,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also recently bought and sold shares of ANET. REAP Financial Group LLC lifted its holdings in shares of Arista Networks by 108.0% during the second quarter. REAP Financial Group LLC now owns 337 shares of the technology company’s stock valued at $34,000 after acquiring an additional 175 shares during the period. HighMark Wealth Management LLC grew its holdings in shares of Arista Networks by 179.7% in the 1st quarter. HighMark Wealth Management LLC now owns 358 shares of the technology company’s stock worth $28,000 after purchasing an additional 230 shares during the last quarter. Cloud Capital Management LLC acquired a new stake in shares of Arista Networks during the 1st quarter worth about $30,000. Saudi Central Bank bought a new position in Arista Networks during the 1st quarter valued at about $33,000. Finally, Costello Asset Management INC lifted its holdings in Arista Networks by 51.3% during the 1st quarter. Costello Asset Management INC now owns 454 shares of the technology company’s stock valued at $35,000 after purchasing an additional 154 shares during the last quarter. 82.47% of the stock is currently owned by institutional investors.

Arista Networks Stock Performance

NYSE:ANET opened at $138.76 on Wednesday. The stock’s fifty day moving average price is $141.81 and its two-hundred day moving average price is $109.79. Arista Networks, Inc. has a 52-week low of $59.43 and a 52-week high of $162.68. The company has a market cap of $174.40 billion, a price-to-earnings ratio of 54.58, a P/E/G ratio of 3.07 and a beta of 1.47.

Arista Networks (NYSE:ANET) last released its earnings results on Tuesday, August 5th. The technology company reported $0.73 EPS for the quarter, beating the consensus estimate of $0.65 by $0.08. The company had revenue of $2.20 billion during the quarter, compared to analysts’ expectations of $2.11 billion. Arista Networks had a return on equity of 31.05% and a net margin of 40.90%.The business’s revenue for the quarter was up 30.4% on a year-over-year basis. During the same period last year, the firm earned $0.53 EPS. Arista Networks has set its Q3 2025 guidance at EPS. On average, equities analysts predict that Arista Networks, Inc. will post 2.2 EPS for the current fiscal year.

Analysts Set New Price Targets

A number of equities analysts have commented on the stock. Morgan Stanley set a $171.00 price target on shares of Arista Networks and gave the company an “overweight” rating in a research report on Friday. KeyCorp boosted their target price on Arista Networks from $115.00 to $145.00 and gave the stock an “overweight” rating in a report on Wednesday, August 6th. Weiss Ratings restated a “buy (b-)” rating on shares of Arista Networks in a research report on Tuesday. Rosenblatt Securities lifted their price objective on Arista Networks from $125.00 to $140.00 and gave the company a “neutral” rating in a research report on Friday, September 12th. Finally, Evercore ISI increased their target price on Arista Networks from $150.00 to $175.00 and gave the stock an “outperform” rating in a report on Friday, September 12th. Nineteen investment analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $163.94.

Insiders Place Their Bets

In related news, insider Kenneth Duda sold 26,000 shares of the stock in a transaction that occurred on Wednesday, September 17th. The shares were sold at an average price of $141.80, for a total value of $3,686,800.00. Following the transaction, the insider directly owned 562,400 shares in the company, valued at $79,748,320. This represents a 4.42% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, Director Charles H. Giancarlo sold 8,000 shares of the firm’s stock in a transaction that occurred on Wednesday, October 1st. The shares were sold at an average price of $147.49, for a total transaction of $1,179,920.00. Following the completion of the transaction, the director directly owned 41,784 shares in the company, valued at approximately $6,162,722.16. The trade was a 16.07% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last three months, insiders sold 6,678,904 shares of company stock valued at $894,021,161. 3.54% of the stock is currently owned by insiders.

About Arista Networks

Arista Networks, Inc engages in the development, marketing, and sale of data-driven, client to cloud networking solutions for data center, campus, and routing environments in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific. Its cloud networking solutions consist of Extensible Operating System (EOS), a publish-subscribe state-sharing networking operating system offered in combination with a set of network applications.