Cisco Systems, Inc. $CSCO Holdings Increased by Wealth Science Advisors LLC

Wealth Science Advisors LLC lifted its stake in Cisco Systems, Inc. (NASDAQ:CSCO) by 3,354.5% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 8,360 shares of the network equipment provider’s stock after acquiring an additional 8,118 shares during the period. Wealth Science Advisors LLC’s holdings in Cisco Systems were worth $982,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also made changes to their positions in CSCO. World Investment Advisors lifted its stake in Cisco Systems by 15.4% during the fourth quarter. World Investment Advisors now owns 198,549 shares of the network equipment provider’s stock valued at $13,905,000 after purchasing an additional 26,455 shares during the last quarter. WCG Wealth Advisors LLC grew its position in Cisco Systems by 101.8% in the fourth quarter. WCG Wealth Advisors LLC now owns 107,306 shares of the network equipment provider’s stock worth $8,266,000 after buying an additional 54,141 shares during the last quarter. Vise Technologies Inc. grew its position in Cisco Systems by 47.1% in the fourth quarter. Vise Technologies Inc. now owns 200,341 shares of the network equipment provider’s stock worth $15,432,000 after buying an additional 64,144 shares during the last quarter. Western Wealth Management LLC increased its holdings in shares of Cisco Systems by 60.5% in the first quarter. Western Wealth Management LLC now owns 76,372 shares of the network equipment provider’s stock valued at $5,926,000 after buying an additional 28,792 shares in the last quarter. Finally, Truist Financial Corp increased its holdings in shares of Cisco Systems by 6.8% in the fourth quarter. Truist Financial Corp now owns 4,311,098 shares of the network equipment provider’s stock valued at $332,084,000 after buying an additional 275,456 shares in the last quarter. 73.33% of the stock is currently owned by institutional investors.

More Cisco Systems News

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

• Positive Sentiment: Cisco raised its fiscal 2026 AI infrastructure order forecast from $5 billion to approximately $9 billion, reflecting stronger-than-expected demand from hyperscale customers. The company expects to recognize about $4 billion in related revenue, compared with total fiscal-year revenue guidance of $62.8 billion to $63.0 billion. Cisco Raised Its AI Order Target to $9 Billion
• Positive Sentiment: Recent coverage highlights Cisco’s positioning in the AI networking boom, alongside security partnerships and Webex emergency-calling integration. These developments reinforce the company’s push beyond traditional networking equipment. Can Cisco Lead the AI Networking Boom?
• Positive Sentiment: Cisco’s partner-focused skills initiative is designed to help solution providers find and retain qualified technical talent, potentially supporting ecosystem growth and customer implementation capacity over time. Cisco: Powering Partner Growth Through Skills-Based Talent Connections
• Neutral Sentiment: Analysts are focusing on Cisco’s fiscal fourth-quarter metrics beyond revenue and earnings, including indicators that may show whether AI-related demand is translating into sustainable growth. Cisco will report results and hold its conference call on August 12. Cisco Q4 Earnings Metrics
• Neutral Sentiment: Industry coverage describes a mixed networking outlook: AI demand is favorable, but cautious information-technology spending, deployment delays and rising costs remain risks for Cisco and peers.
• Negative Sentiment: Zacks Research downgraded CSCO from “strong buy” to “hold,” adding a more cautious analyst signal after the stock’s substantial run. Separate analysis also suggests Cisco may be roughly 9% overvalued, increasing sensitivity to any earnings disappointment. Cisco Security and Valuation Analysis

Wall Street Analyst Weigh In

Several research firms have recently weighed in on CSCO. Zacks Research lowered Cisco Systems from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, August 4th. BNP Paribas Exane boosted their target price on Cisco Systems from $87.00 to $132.00 and gave the stock an “outperform” rating in a research report on Thursday, May 14th. Argus upped their target price on Cisco Systems from $100.00 to $150.00 and gave the company a “buy” rating in a report on Tuesday, May 19th. New Street Research increased their price target on Cisco Systems from $82.00 to $122.00 and gave the company a “neutral” rating in a research report on Thursday, May 14th. Finally, Piper Sandler lifted their price target on Cisco Systems from $86.00 to $132.00 and gave the stock a “neutral” rating in a research note on Thursday, May 14th. Two research analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and seven have issued a Hold rating to the stock. According to MarketBeat.com, Cisco Systems presently has a consensus rating of “Moderate Buy” and a consensus target price of $123.14.

Insider Activity

In related news, EVP Deborah L. Stahlkopf sold 6,586 shares of the stock in a transaction dated Friday, May 15th. The stock was sold at an average price of $117.31, for a total value of $772,603.66. Following the completion of the sale, the executive vice president directly owned 177,223 shares of the company’s stock, valued at approximately $20,790,030.13. This represents a 3.58% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Charles Robbins sold 21,400 shares of the firm’s stock in a transaction dated Friday, May 22nd. The stock was sold at an average price of $120.03, for a total value of $2,568,642.00. Following the sale, the chief executive officer owned 637,085 shares of the company’s stock, valued at $76,469,312.55. The trade was a 3.25% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 47,650 shares of company stock valued at $5,668,823 in the last ninety days. Corporate insiders own 0.01% of the company’s stock.

Cisco Systems Stock Up 0.5%

Shares of NASDAQ:CSCO opened at $121.43 on Friday. The firm has a 50 day simple moving average of $117.74 and a 200 day simple moving average of $97.54. Cisco Systems, Inc. has a 52 week low of $65.75 and a 52 week high of $130.37. The company has a debt-to-equity ratio of 0.40, a quick ratio of 0.81 and a current ratio of 0.92. The company has a market cap of $478.61 billion, a PE ratio of 39.43, a price-to-earnings-growth ratio of 2.74 and a beta of 1.02.

Cisco Systems (NASDAQ:CSCO) last announced its earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.03 by $0.03. The company had revenue of $15.84 billion for the quarter, compared to the consensus estimate of $15.56 billion. Cisco Systems had a net margin of 20.14% and a return on equity of 28.44%. The company’s revenue was up 12.0% on a year-over-year basis. During the same period in the previous year, the business earned $0.96 EPS. Cisco Systems has set its Q4 2026 guidance at 1.160-1.180 EPS and its FY 2026 guidance at 4.270-4.290 EPS. As a group, research analysts expect that Cisco Systems, Inc. will post 3.54 earnings per share for the current year.

Cisco Systems Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Wednesday, July 22nd. Investors of record on Monday, July 6th were given a dividend of $0.42 per share. This represents a $1.68 annualized dividend and a yield of 1.4%. The ex-dividend date of this dividend was Monday, July 6th. Cisco Systems’s payout ratio is presently 54.55%.

About Cisco Systems

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.