Clearbridge Investments, LLC has opened a new $198.3M position in $ANET, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 12-31-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $ANET.
$ANET Hedge Fund Activity
We have seen 948 institutional investors add shares of $ANET stock to their portfolio, and 882 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- PRICE T ROWE ASSOCIATES INC /MD/ added 31,550,440 shares (+602.0%) to their portfolio in Q3 2025, for an estimated $4,597,214,612
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 7,565,560 shares (+69.3%) to their portfolio in Q3 2025, for an estimated $1,102,377,747
- FMR LLC added 6,762,687 shares (+26.8%) to their portfolio in Q3 2025, for an estimated $985,391,122
- ALLIANCEBERNSTEIN L.P. removed 6,019,949 shares (-58.3%) from their portfolio in Q3 2025, for an estimated $877,166,768
- CRESSET ASSET MANAGEMENT, LLC removed 4,567,883 shares (-17.3%) from their portfolio in Q3 2025, for an estimated $665,586,231
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added 4,332,659 shares (+82.5%) to their portfolio in Q3 2025, for an estimated $631,311,742
- M&T BANK CORP added 3,890,146 shares (+3182.7%) to their portfolio in Q4 2025, for an estimated $509,725,830
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$ANET Insider Trading Activity
$ANET insiders have traded $ANET stock on the open market 159 times in the past 6 months. Of those trades, 0 have been purchases and 159 have been sales.
Here’s a breakdown of recent trading of $ANET stock by insiders over the last 6 months:
- JAYSHREE ULLAL (CEO and Chairperson) has made 0 purchases and 38 sales selling 1,791,082 shares for an estimated $262,740,795.
- KENNETH DUDA (President and CTO) has made 0 purchases and 87 sales selling 336,000 shares for an estimated $44,870,029.
- CHARLES H GIANCARLO has made 0 purchases and 29 sales selling 98,000 shares for an estimated $14,263,721.
- KELLY BODNAR BATTLES has made 0 purchases and 5 sales selling 422 shares for an estimated $49,436.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$ANET Congressional Stock Trading
Members of Congress have traded $ANET stock 8 times in the past 6 months. Of those trades, 5 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $ANET stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 3 times. They made 2 purchases worth up to $30,000 on 11/18, 10/17 and 1 sale worth up to $15,000 on 12/24.
- SENATOR JOHN BOOZMAN has traded it 2 times. They made 2 purchases worth up to $30,000 on 12/11, 11/13 and 0 sales.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 2 times. They made 1 purchase worth up to $15,000 on 08/13 and 1 sale worth up to $15,000 on 10/14.
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
$ANET Analyst Ratings
Wall Street analysts have issued reports on $ANET in the last several months. We have seen 7 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Morgan Stanley issued a "Overweight" rating on 12/17/2025
- Evercore ISI Group issued a "Outperform" rating on 09/12/2025
- Barclays issued a "Overweight" rating on 09/12/2025
- Melius Research issued a "Buy" rating on 09/12/2025
- Goldman Sachs issued a "Buy" rating on 09/12/2025
- Citigroup issued a "Buy" rating on 09/12/2025
- JP Morgan issued a "Overweight" rating on 09/12/2025
To track analyst ratings and price targets for $ANET, check out Quiver Quantitative's $ANET forecast page.
$ANET Price Targets
Multiple analysts have issued price targets for $ANET recently. We have seen 12 analysts offer price targets for $ANET in the last 6 months, with a median target of $175.0.
Here are some recent targets:
- Mike Genovese from Rosenblatt set a target price of $165.0 on 02/10/2026
- James Fish from Piper Sandler set a target price of $159.0 on 01/05/2026
- Meta Marshall from Morgan Stanley set a target price of $159.0 on 12/17/2025
- Tim Long from Barclays set a target price of $183.0 on 11/05/2025
- Ryan Koontz from Needham set a target price of $160.0 on 09/16/2025
- George Notter from Wolfe Research set a target price of $185.0 on 09/12/2025
- Atif Malik from Citigroup set a target price of $176.0 on 09/12/2025
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $ANET ticker page for more data.
