USA Financial Formulas Has $2.62 Million Stake in Cisco Systems, Inc. $CSCO

USA Financial Formulas trimmed its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 16.5% in the third quarter, HoldingsChannel reports. The institutional investor owned 38,254 shares of the network equipment provider’s stock after selling 7,580 shares during the quarter. Cisco Systems accounts for 0.5% of USA Financial Formulas’ portfolio, making the stock its 17th biggest position. USA Financial Formulas’ holdings in Cisco Systems were worth $2,617,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of CSCO. Avantax Advisory Services Inc. increased its holdings in Cisco Systems by 1.1% in the second quarter. Avantax Advisory Services Inc. now owns 420,336 shares of the network equipment provider’s stock valued at $29,163,000 after purchasing an additional 4,525 shares during the last quarter. Drive Wealth Management LLC grew its position in shares of Cisco Systems by 2.7% during the 2nd quarter. Drive Wealth Management LLC now owns 16,605 shares of the network equipment provider’s stock worth $1,152,000 after buying an additional 436 shares during the period. Shell Asset Management Co. grew its position in shares of Cisco Systems by 53.3% during the 2nd quarter. Shell Asset Management Co. now owns 77,234 shares of the network equipment provider’s stock worth $5,358,000 after buying an additional 26,840 shares during the period. Guinness Asset Management LTD increased its stake in shares of Cisco Systems by 15.9% in the 2nd quarter. Guinness Asset Management LTD now owns 4,389,728 shares of the network equipment provider’s stock valued at $304,451,000 after acquiring an additional 603,131 shares during the last quarter. Finally, Geode Capital Management LLC raised its position in shares of Cisco Systems by 1.2% in the 2nd quarter. Geode Capital Management LLC now owns 99,252,395 shares of the network equipment provider’s stock valued at $6,864,058,000 after acquiring an additional 1,157,704 shares during the period. 73.33% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

A number of research analysts recently issued reports on the stock. UBS Group boosted their price objective on shares of Cisco Systems from $88.00 to $90.00 and gave the company a “buy” rating in a report on Thursday, November 13th. Barclays lifted their price target on shares of Cisco Systems from $71.00 to $76.00 and gave the stock an “equal weight” rating in a research report on Thursday, November 13th. Citic Securities upped their price objective on shares of Cisco Systems from $75.00 to $90.00 in a research report on Monday, November 17th. Bank of America raised their price objective on Cisco Systems from $85.00 to $95.00 and gave the stock a “buy” rating in a research note on Thursday, November 13th. Finally, Rosenblatt Securities boosted their target price on Cisco Systems from $87.00 to $100.00 and gave the company a “buy” rating in a research note on Thursday, November 13th. Seventeen equities research analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $84.55.

Cisco Systems Stock Performance

Shares of Cisco Systems stock opened at $78.42 on Friday. The company has a debt-to-equity ratio of 0.46, a current ratio of 0.93 and a quick ratio of 0.83. The firm has a market cap of $309.84 billion, a price-to-earnings ratio of 29.48, a price-to-earnings-growth ratio of 2.97 and a beta of 0.87. The stock’s 50-day moving average is $74.59 and its 200-day moving average is $70.22. Cisco Systems, Inc. has a one year low of $52.11 and a one year high of $80.82.

Cisco Systems (NASDAQ:CSCO) last announced its earnings results on Wednesday, November 12th. The network equipment provider reported $1.00 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.98 by $0.02. The business had revenue of $14.88 billion for the quarter, compared to analyst estimates of $14.77 billion. Cisco Systems had a return on equity of 27.29% and a net margin of 18.38%.Cisco Systems’s revenue for the quarter was up 7.5% compared to the same quarter last year. During the same quarter last year, the firm earned $0.91 EPS. Cisco Systems has set its FY 2026 guidance at 4.080-4.140 EPS and its Q2 2026 guidance at 1.010-1.030 EPS. Equities analysts predict that Cisco Systems, Inc. will post 3.04 earnings per share for the current fiscal year.

Cisco Systems Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, January 21st. Investors of record on Friday, January 2nd will be issued a dividend of $0.41 per share. The ex-dividend date is Friday, January 2nd. This represents a $1.64 annualized dividend and a yield of 2.1%. Cisco Systems’s dividend payout ratio is presently 61.65%.

Insiders Place Their Bets

In other news, CEO Charles Robbins sold 281,860 shares of the firm’s stock in a transaction dated Monday, November 17th. The stock was sold at an average price of $78.35, for a total value of $22,083,731.00. Following the completion of the transaction, the chief executive officer owned 820,887 shares in the company, valued at $64,316,496.45. This trade represents a 25.56% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Michael D. Capellas sold 16,150 shares of the company’s stock in a transaction dated Thursday, December 18th. The stock was sold at an average price of $77.28, for a total value of $1,248,072.00. Following the sale, the director owned 157,218 shares in the company, valued at $12,149,807.04. The trade was a 9.32% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 1,044,865 shares of company stock valued at $81,397,635 in the last quarter. Company insiders own 0.01% of the company’s stock.

Cisco Systems News Roundup

Here are the key news stories impacting Cisco Systems this week:

• Positive Sentiment: Analyst upgrade/price-target lift: Morgan Stanley raised its price target on CSCO to $91, supporting upside expectations and likely helping buying interest. Morgan Stanley Boosts Cisco Systems Price Target
• Positive Sentiment: Dividend and corporate cash returns remain supportive: Cisco’s recent dividend (annualized $1.64, yield ~2.1%) and strong cash metrics underpin investor confidence in the name. Positive Sentiment: dividend
• Neutral Sentiment: Valuation/watch-the-run: Coverage pieces are reassessing Cisco after a ~37% one‑year share-price climb — investors should balance growth story vs. stretched multiples. Reassessing Valuation
• Negative Sentiment: Security risk: Researchers disclosed that a China‑linked hacking group is exploiting a vulnerability in popular Cisco products to target enterprise customers — this raises potential remediation costs, reputation risk, and near‑term customer concern. TechCrunch: Chinese hacking campaign
• Negative Sentiment: Insider sales: Two directors disclosed multi‑hundred‑thousand to >$1M stock sales (Michael D. Capellas and Kristina M. Johnson), which reduces insider ownership and can be interpreted negatively by some investors. SEC filings: Capellas Form 4 and Johnson Form 4

Cisco Systems Company Profile

Cisco Systems, Inc is a global technology company that designs, manufactures and sells networking hardware, software and telecommunications equipment. Its core business focuses on enabling enterprise and service-provider networks through products such as routers, switches, network security appliances and wireless systems. Over time Cisco has broadened its portfolio to emphasize software-defined networking, cybersecurity, cloud infrastructure and edge computing solutions that help organizations build and manage modern IT environments.

In addition to hardware, Cisco offers a growing range of software platforms and subscription services for network management, security, analytics and collaboration.