Ewa LLC Buys 21,230 Shares of Cisco Systems, Inc. $CSCO

Ewa LLC lifted its stake in Cisco Systems, Inc. (NASDAQ:CSCO) by 189.4% during the second quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 32,439 shares of the network equipment provider’s stock after acquiring an additional 21,230 shares during the period. Cisco Systems accounts for about 0.7% of Ewa LLC’s investment portfolio, making the stock its 26th largest position. Ewa LLC’s holdings in Cisco Systems were worth $2,251,000 as of its most recent filing with the SEC.

A number of other institutional investors have also made changes to their positions in the stock. Brighton Jones LLC increased its position in Cisco Systems by 49.5% in the 4th quarter. Brighton Jones LLC now owns 74,187 shares of the network equipment provider’s stock worth $4,392,000 after buying an additional 24,562 shares during the period. Revolve Wealth Partners LLC increased its position in Cisco Systems by 37.0% in the 4th quarter. Revolve Wealth Partners LLC now owns 9,156 shares of the network equipment provider’s stock worth $542,000 after buying an additional 2,474 shares during the period. Smith Anglin Financial LLC increased its position in Cisco Systems by 14.1% in the 1st quarter. Smith Anglin Financial LLC now owns 6,148 shares of the network equipment provider’s stock worth $379,000 after buying an additional 758 shares during the period. Apella Capital LLC increased its position in Cisco Systems by 22.2% in the 1st quarter. Apella Capital LLC now owns 14,603 shares of the network equipment provider’s stock worth $849,000 after buying an additional 2,651 shares during the period. Finally, Watershed Private Wealth LLC bought a new position in Cisco Systems in the 1st quarter worth approximately $205,000. 73.33% of the stock is owned by institutional investors.

Insider Transactions at Cisco Systems

In other news, EVP Deborah L. Stahlkopf sold 9,783 shares of Cisco Systems stock in a transaction dated Friday, August 15th. The stock was sold at an average price of $66.60, for a total value of $651,547.80. Following the completion of the transaction, the executive vice president directly owned 161,662 shares of the company’s stock, valued at approximately $10,766,689.20. This trade represents a 5.71% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, insider Jeetendra I. Patel sold 9,061 shares of Cisco Systems stock in a transaction dated Friday, August 15th. The stock was sold at an average price of $66.60, for a total value of $603,462.60. Following the completion of the transaction, the insider directly owned 237,405 shares of the company’s stock, valued at approximately $15,811,173. This trade represents a 3.68% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last 90 days, insiders sold 82,965 shares of company stock worth $5,559,996. Corporate insiders own 0.01% of the company’s stock.

Cisco Systems Stock Up 0.5%

Shares of CSCO opened at $68.75 on Thursday. The company has a market capitalization of $271.78 billion, a PE ratio of 26.24, a PEG ratio of 2.88 and a beta of 0.97. Cisco Systems, Inc. has a 12 month low of $52.11 and a 12 month high of $72.55. The stock’s 50-day moving average price is $68.12 and its two-hundred day moving average price is $64.46. The company has a current ratio of 1.00, a quick ratio of 0.91 and a debt-to-equity ratio of 0.49.

Cisco Systems (NASDAQ:CSCO) last announced its earnings results on Wednesday, August 13th. The network equipment provider reported $0.99 EPS for the quarter, topping the consensus estimate of $0.98 by $0.01. The firm had revenue of $14.67 billion for the quarter, compared to the consensus estimate of $14.63 billion. Cisco Systems had a return on equity of 27.06% and a net margin of 18.45%.The business’s quarterly revenue was up 7.6% compared to the same quarter last year. During the same period in the previous year, the business earned $0.87 EPS. Cisco Systems has set its Q1 2026 guidance at 0.970-0.990 EPS. FY 2026 guidance at 4.000-4.060 EPS. On average, analysts anticipate that Cisco Systems, Inc. will post 3.04 EPS for the current year.

Cisco Systems Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, October 22nd. Stockholders of record on Friday, October 3rd will be given a $0.41 dividend. The ex-dividend date of this dividend is Friday, October 3rd. This represents a $1.64 annualized dividend and a dividend yield of 2.4%. Cisco Systems’s dividend payout ratio (DPR) is 62.60%.

Analysts Set New Price Targets

A number of research firms have recently issued reports on CSCO. KeyCorp assumed coverage on Cisco Systems in a research report on Thursday, June 26th. They set an “overweight” rating and a $77.00 price objective on the stock. Morgan Stanley boosted their price objective on Cisco Systems from $67.00 to $70.00 and gave the stock an “overweight” rating in a research note on Friday, July 18th. CICC Research started coverage on Cisco Systems in a research note on Monday, July 14th. They issued an “outperform” rating and a $78.00 price objective on the stock. Piper Sandler boosted their price objective on Cisco Systems from $64.00 to $70.00 and gave the stock a “neutral” rating in a research note on Thursday, August 14th. Finally, Deutsche Bank Aktiengesellschaft raised Cisco Systems from a “hold” rating to a “buy” rating and boosted their price objective for the stock from $65.00 to $73.00 in a research note on Monday, June 16th. One analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and ten have given a Hold rating to the stock. According to MarketBeat.com, Cisco Systems has a consensus rating of “Moderate Buy” and a consensus target price of $74.53.

Cisco Systems Profile

Cisco Systems, Inc designs, manufactures, and sells Internet Protocol based networking and other products related to the communications and information technology industry in the Americas, Europe, the Middle East, Africa, the Asia Pacific, Japan, and China. The company also offers switching portfolio encompasses campus switching as well as data center switching; enterprise routing portfolio interconnects public and private wireline and mobile networks, delivering highly secure, and reliable connectivity to campus, data center and branch networks; wireless products include wireless access points and controllers; and compute portfolio including the cisco unified computing system, hyperflex, and software management capabilities, which combine computing, networking, and storage infrastructure management and virtualization.