Sigma Planning Corp Lowers Holdings in Arista Networks, Inc. $ANET

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Sigma Planning Corp reduced its stake in Arista Networks ($ANET) by 36.9% in Q4 2025, selling 9,473 shares and retaining 16,188 shares valued at $2.25 million. This reduction comes amid significant insider selling, with CEO Jayshree Ullal selling 428,000 shares for approximately $75.9 million and other insiders selling around 1.5 million shares worth $246.4 million in the last 90 days. Despite the institutional selling, Arista Networks exceeded Q4 earnings expectations ($0.82 EPS vs. $0.75 expected) with revenue up 28.9% year-over-year, and analysts maintain a consensus “Buy” rating with an average target price of $178.67.

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