SVB Wealth LLC Has $17.89 Million Holdings in Cisco Systems, Inc. $CSCO

SVB Wealth LLC cut its holdings in Cisco Systems, Inc. (NASDAQ:CSCO) by 8.7% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 142,021 shares of the network equipment provider’s stock after selling 13,604 shares during the period. Cisco Systems makes up 1.0% of SVB Wealth LLC’s investment portfolio, making the stock its 21st biggest holding. SVB Wealth LLC’s holdings in Cisco Systems were worth $17,886,000 as of its most recent SEC filing.

Other hedge funds have also recently bought and sold shares of the company. California State Teachers Retirement System lifted its position in shares of Cisco Systems by 11,624.6% in the second quarter. California State Teachers Retirement System now owns 706,130,053 shares of the network equipment provider’s stock worth $82,942,036,000 after buying an additional 700,107,427 shares during the last quarter. BlackRock Inc. acquired a new position in shares of Cisco Systems during the 2nd quarter valued at about $42,129,647,000. State Street Corp raised its stake in shares of Cisco Systems by 0.5% in the 4th quarter. State Street Corp now owns 195,521,161 shares of the network equipment provider’s stock valued at $15,060,995,000 after acquiring an additional 1,057,962 shares in the last quarter. Morgan Stanley raised its stake in shares of Cisco Systems by 0.3% in the 4th quarter. Morgan Stanley now owns 75,326,258 shares of the network equipment provider’s stock valued at $5,802,382,000 after acquiring an additional 206,352 shares in the last quarter. Finally, Invesco Ltd. lifted its holdings in Cisco Systems by 11.6% in the 4th quarter. Invesco Ltd. now owns 59,836,782 shares of the network equipment provider’s stock worth $4,609,227,000 after purchasing an additional 6,224,062 shares during the last quarter. 73.33% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

CSCO has been the subject of a number of recent analyst reports. New Street Research upped their target price on Cisco Systems from $82.00 to $122.00 and gave the stock a “neutral” rating in a research report on Thursday, May 14th. Wells Fargo & Company lifted their price target on shares of Cisco Systems from $130.00 to $150.00 and gave the company an “overweight” rating in a research report on Thursday, August 13th. Rosenblatt Securities boosted their price objective on shares of Cisco Systems from $150.00 to $165.00 and gave the stock a “buy” rating in a research note on Thursday, August 13th. KeyCorp upped their price objective on shares of Cisco Systems from $130.00 to $135.00 and gave the stock an “overweight” rating in a report on Thursday, August 13th. Finally, Freedom Capital upgraded shares of Cisco Systems from a “hold” rating to a “strong-buy” rating in a research note on Sunday, August 16th. Two analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and seven have issued a Hold rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $129.68.

Insiders Place Their Bets

In related news, EVP Oliver Tuszik sold 2,760 shares of the stock in a transaction dated Friday, August 14th. The shares were sold at an average price of $112.46, for a total value of $310,389.60. Following the completion of the sale, the executive vice president owned 165,276 shares in the company, valued at approximately $18,586,938.96. This trade represents a 1.64% decrease in their ownership of the stock. The transaction was disclosed in a 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, insider Jeetendra Patel sold 7,170 shares of Cisco Systems stock in a transaction dated Friday, August 14th. The stock was sold at an average price of $111.57, for a total value of $799,956.90. Following the sale, the insider directly owned 230,593 shares in the company, valued at approximately $25,727,261.01. This trade represents a 3.02% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 53,611 shares of company stock valued at $6,066,680 in the last quarter. 0.01% of the stock is currently owned by insiders.

Cisco Systems News Roundup

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

• Positive Sentiment: Analysts collectively maintain a “Moderate Buy” rating on Cisco, suggesting that the consensus outlook remains favorable despite valuation concerns. Cisco Receives Moderate Buy Consensus Rating
• Positive Sentiment: Industry research showed campus-switching revenue growth in the second quarter of 2026, driven partly by a 19% increase in average selling prices. Higher pricing and continued demand for networking equipment could benefit Cisco’s revenue and margins. Campus Switch Market Growth Report
• Neutral Sentiment: Cisco’s presentation at the Goldman Sachs Communacopia + Technology Conference gives investors an updated look at management’s strategy and outlook, but the available report provides no specific new guidance or material announcement. Cisco Goldman Sachs Conference Transcript
• Neutral Sentiment: Zacks’ “buy now” discussion highlights Cisco’s strong investor attention and the need to weigh its fundamentals, growth prospects and valuation. Cisco previously exceeded quarterly earnings and revenue expectations, but its elevated P/E ratio leaves less room for execution disappointments. Is Cisco a Buy Now?
• Negative Sentiment: Component shortages are affecting switch availability, creating potential supply constraints for Cisco even as pricing and AI-related networking demand remain strong. The weaker performance of rival Ciena also underscores concerns about near-term execution and sector volatility. Ciena Stock Performance Analysis

Cisco Systems Trading Down 0.0%

Shares of Cisco Systems stock opened at $109.17 on Wednesday. Cisco Systems, Inc. has a 1 year low of $66.13 and a 1 year high of $130.37. The company’s fifty day simple moving average is $113.93 and its 200-day simple moving average is $102.82. The company has a market cap of $430.29 billion, a price-to-earnings ratio of 32.69, a PEG ratio of 2.28 and a beta of 1.00. The company has a current ratio of 0.93, a quick ratio of 0.79 and a debt-to-equity ratio of 0.39.

Cisco Systems (NASDAQ:CSCO) last released its earnings results on Wednesday, August 12th. The network equipment provider reported $1.22 EPS for the quarter, beating the consensus estimate of $1.17 by $0.05. Cisco Systems had a net margin of 20.95% and a return on equity of 30.16%. The firm had revenue of $17.25 billion during the quarter, compared to analysts’ expectations of $16.84 billion. During the same period in the prior year, the company earned $0.99 EPS. The business’s quarterly revenue was up 17.6% compared to the same quarter last year. Cisco Systems has set its FY 2027 guidance at 5.050-5.110 EPS and its Q1 2027 guidance at 1.320-1.340 EPS. As a group, sell-side analysts expect that Cisco Systems, Inc. will post 4.43 EPS for the current year.

Cisco Systems Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, October 21st. Stockholders of record on Friday, October 2nd will be given a dividend of $0.42 per share. The ex-dividend date of this dividend is Friday, October 2nd. This represents a $1.68 dividend on an annualized basis and a dividend yield of 1.5%. Cisco Systems’s dividend payout ratio is currently 50.30%.

Cisco Systems Company Profile

Cisco Systems, Inc is a global technology company that provides networking, cybersecurity, collaboration, observability and other information technology solutions. Its offerings include routers, switches, wireless networking equipment, data center infrastructure, security platforms, unified communications tools and software designed to help organizations connect, manage and protect their digital environments.

Cisco serves businesses, government agencies, educational institutions, telecommunications providers and other organizations worldwide.