Cisco Systems, Inc. $CSCO Holdings Trimmed by Generali Investments Management Co LLC

Generali Investments Management Co LLC decreased its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 22.4% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 24,407 shares of the network equipment provider’s stock after selling 7,026 shares during the quarter. Generali Investments Management Co LLC’s holdings in Cisco Systems were worth $2,867,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also recently bought and sold shares of the company. Cozad Asset Management Inc. increased its holdings in shares of Cisco Systems by 0.3% in the 1st quarter. Cozad Asset Management Inc. now owns 26,203 shares of the network equipment provider’s stock valued at $2,033,000 after purchasing an additional 87 shares during the period. Dogwood Wealth Management LLC boosted its holdings in shares of Cisco Systems by 3.9% during the second quarter. Dogwood Wealth Management LLC now owns 2,413 shares of the network equipment provider’s stock worth $283,000 after purchasing an additional 90 shares during the period. Financial Insights Inc. boosted its holdings in shares of Cisco Systems by 1.5% during the first quarter. Financial Insights Inc. now owns 6,220 shares of the network equipment provider’s stock worth $483,000 after purchasing an additional 92 shares during the period. CPA Asset Management Group LLC grew its position in Cisco Systems by 1.8% during the second quarter. CPA Asset Management Group LLC now owns 5,335 shares of the network equipment provider’s stock valued at $627,000 after purchasing an additional 93 shares in the last quarter. Finally, Southern Financial Group LLC increased its stake in Cisco Systems by 1.1% in the 1st quarter. Southern Financial Group LLC now owns 9,159 shares of the network equipment provider’s stock valued at $711,000 after buying an additional 102 shares during the period. 73.33% of the stock is owned by hedge funds and other institutional investors.

Cisco Systems Trading Up 0.9%

Shares of NASDAQ:CSCO opened at $122.57 on Tuesday. The company has a current ratio of 0.92, a quick ratio of 0.81 and a debt-to-equity ratio of 0.40. The stock has a market capitalization of $483.10 billion, a PE ratio of 39.80, a P/E/G ratio of 2.74 and a beta of 1.02. Cisco Systems, Inc. has a 1 year low of $65.75 and a 1 year high of $130.37. The firm has a fifty day moving average price of $117.77 and a 200 day moving average price of $98.05.

Cisco Systems (NASDAQ:CSCO) last posted its earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share for the quarter, beating the consensus estimate of $1.03 by $0.03. Cisco Systems had a return on equity of 28.44% and a net margin of 20.14%.The company had revenue of $15.84 billion for the quarter, compared to analyst estimates of $15.56 billion. During the same period last year, the company earned $0.96 earnings per share. The business’s revenue was up 12.0% compared to the same quarter last year. 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. Analysts expect that Cisco Systems, Inc. will post 3.54 EPS for the current fiscal year.

Cisco Systems Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, July 22nd. Investors of record on Monday, July 6th were paid a $0.42 dividend. This represents a $1.68 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date of this dividend was Monday, July 6th. Cisco Systems’s dividend payout ratio (DPR) is presently 54.55%.

More Cisco Systems News

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

• Positive Sentiment: AI and networking demand are the key upside drivers. Analysts expect Cisco’s results to reflect strong demand for AI-related networking infrastructure, building on the company’s recent revenue growth and earnings beat. Investors will focus on whether orders, backlog and guidance support further gains. Cisco Q4 Earnings Preview: What Investors Should Expect
• Positive Sentiment: Analysts have been raising price targets. The favorable analyst activity ahead of earnings provides additional support for CSCO, which has been trading above both its 50-day and 200-day moving averages. Cisco Systems Is In a Trading Range Ahead of Earnings
• Neutral Sentiment: Earnings are the immediate catalyst. Cisco is among the week’s major reporting companies, making its results, forward guidance and AI-related commentary especially important for the stock. Options activity indicates investors expect CSCO to remain in a relatively defined trading range before the report. Option Volatility and Earnings Report for Aug. 10–14
• Negative Sentiment: Execution and valuation risks remain. Higher memory costs, Splunk’s cloud transition, intense competition and the possibility that AI growth is already priced into CSCO could pressure the shares if results or guidance disappoint. Should Buy, Sell or Hold Cisco Stock Before Q4 Earnings?

Analysts Set New Price Targets

CSCO has been the subject of a number of research reports. Wall Street Zen lowered shares of Cisco Systems from a “buy” rating to a “hold” rating in a research note on Tuesday, July 28th. Barclays increased their price objective on Cisco Systems from $76.00 to $121.00 and gave the stock an “equal weight” rating in a report on Thursday, May 14th. Morgan Stanley lifted their price objective on Cisco Systems from $120.00 to $130.00 and gave the company an “overweight” rating in a research report on Friday, June 12th. Wells Fargo & Company boosted their target price on Cisco Systems from $95.00 to $130.00 and gave the company an “overweight” rating in a research note on Thursday, May 14th. Finally, Evercore upped their target price on Cisco Systems from $110.00 to $150.00 and gave the stock an “outperform” rating in a research report on Thursday, May 14th. Two equities research analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and seven have assigned a Hold rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $123.14.

Insider Transactions at Cisco Systems

In related news, CEO Charles Robbins sold 21,400 shares of the business’s stock in a transaction that occurred on 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 completion of the sale, the chief executive officer directly owned 637,085 shares in the company, valued at approximately $76,469,312.55. The trade was a 3.25% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Deborah L. Stahlkopf sold 6,586 shares of the company’s stock in a transaction that occurred on Friday, May 15th. The stock was sold at an average price of $117.31, for a total value of $772,603.66. Following the sale, the executive vice president directly owned 177,223 shares of the company’s stock, valued at $20,790,030.13. The trade was a 3.58% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 47,650 shares of company stock worth $5,668,823. 0.01% of the stock is currently owned by company insiders.

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.