200,673 Cisco Systems, Inc. $CSCO Shares Sold by Artemis Investment Management LLP

Artemis Investment Management LLP lessened its holdings in Cisco Systems, Inc. (NASDAQ:CSCO) by 6.1% in the third quarter, according to its most recent filing with the SEC. The institutional investor owned 3,097,205 shares of the network equipment provider’s stock after selling 200,673 shares during the period. Cisco Systems accounts for approximately 2.6% of Artemis Investment Management LLP’s holdings, making the stock its 4th biggest position. Artemis Investment Management LLP owned about 0.08% of Cisco Systems worth $333,352,000 at the end of the most recent quarter.

Several other large investors have also made changes to their positions in the business. Cozad Asset Management Inc. boosted its holdings in Cisco Systems by 0.3% during 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 acquiring an additional 87 shares during the period. Dogwood Wealth Management LLC lifted its position 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 last quarter. August Group Capital Ltd boosted its stake in shares of Cisco Systems by 2.0% during the second quarter. August Group Capital Ltd now owns 4,723 shares of the network equipment provider’s stock valued at $555,000 after purchasing an additional 91 shares during the period. Financial Insights Inc. grew its holdings in shares of Cisco Systems by 1.5% in 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 last quarter. Finally, CPA Asset Management Group LLC grew its holdings in shares of Cisco Systems by 1.8% in the second quarter. CPA Asset Management Group LLC now owns 5,335 shares of the network equipment provider’s stock worth $627,000 after purchasing an additional 93 shares during the last quarter. 73.33% of the stock is currently owned by hedge funds and other institutional investors.

Cisco Systems Stock Down 1.4%

Shares of CSCO traded down $1.62 during mid-day trading on Thursday, hitting $115.77. The company’s stock had a trading volume of 4,028,900 shares, compared to its average volume of 22,450,172. The company has a current ratio of 0.93, a quick ratio of 0.79 and a debt-to-equity ratio of 0.39. The company’s 50-day moving average is $112.11 and its 200-day moving average is $107.43. Cisco Systems, Inc. has a 52-week low of $66.81 and a 52-week high of $130.37. The firm has a market capitalization of $456.44 billion, a price-to-earnings ratio of 34.55, a PEG ratio of 2.47 and a beta of 0.99.

Cisco Systems (NASDAQ:CSCO) last issued its quarterly earnings data on Wednesday, August 12th. The network equipment provider reported $1.22 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.17 by $0.05. The company had revenue of $17.25 billion for the quarter, compared to analyst estimates of $16.84 billion. Cisco Systems had a net margin of 20.95% and a return on equity of 30.16%. Cisco Systems’s revenue was up 17.6% compared to the same quarter last year. During the same period last year, the company posted $0.99 earnings per share. 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. On average, equities research analysts forecast that Cisco Systems, Inc. will post 4.41 EPS for the current fiscal year.

Cisco Systems Dividend Announcement

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

Analysts Set New Price Targets

CSCO has been the subject of several research reports. Weiss Ratings reissued a “buy (b)” rating on shares of Cisco Systems in a research report on Wednesday, August 26th. Wall Street Zen downgraded shares of Cisco Systems from a “buy” rating to a “hold” rating in a research note on Saturday, October 3rd. KeyCorp increased their price objective on Cisco Systems from $130.00 to $135.00 and gave the stock an “overweight” rating in a research note on Thursday, August 13th. Sanford C. Bernstein initiated coverage on Cisco Systems in a report on Wednesday, September 30th. They set a “market perform” rating and a $110.00 price objective on the stock. Finally, HSBC cut Cisco Systems from a “buy” rating to a “hold” rating and lowered their target price for the stock from $137.00 to $120.00 in a report on Friday, August 14th. Three 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. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $128.52.

Cisco Systems News Summary

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

• Positive Sentiment: Cisco unveiled new agentic AI capabilities across Webex, workplace management and customer experience. The updates include Claude-powered agents in Webex that can analyze data, create content and execute tasks using enterprise context, potentially strengthening Cisco’s competitive position in enterprise collaboration. Cisco Unveils New Agentic Collaboration Experiences
• Positive Sentiment: The product rollout also includes a Google Meet partnership for Cisco devices, a new customer-experience platform and RoomOS 27, expected in November. These initiatives could create additional software and services opportunities beyond Cisco’s traditional networking hardware. Cisco unveils agentic AI tools across Webex, workplace and CX
• Positive Sentiment: AI infrastructure demand remains a key catalyst. Coverage points to Cisco’s fifth consecutive earnings beat and a buildup in AI-related orders, while Supermicro servers entering Cisco’s AI factory channel could help expand the company’s role in AI data-center deployments. Cisco Stock Gains as Supermicro Servers Enter Its AI Factory Channel
• Positive Sentiment: Cisco also announced a FIPS-validated post-quantum security application, reinforcing its cybersecurity portfolio as customers prepare for evolving encryption threats. Cisco Added a FIPS Validated Post Quantum Security App
• Neutral Sentiment: Investor commentary remains constructive but divided: analysts see a possible new growth phase, while the key question is whether AI enthusiasm and recent earnings beats are already reflected in CSCO’s valuation. Cisco Could Be Entering a New Growth Phase
• Negative Sentiment: With Cisco trading at roughly 35 times earnings and near its one-year high, valuation and the possibility that the AI-driven rally has priced in much of the improvement are reasons some investors may wait for a better entry point. What Is the Case for Waiting on Cisco Stock?

Insider Activity

In other Cisco Systems news, EVP Thimaya K. Subaiya sold 312 shares of the business’s stock in a transaction dated Monday, September 14th. The shares were sold at an average price of $110.18, for a total value of $34,376.16. Following the completion of the transaction, the executive vice president directly owned 127,661 shares in the company, valued at approximately $14,065,688.98. The trade was a 0.24% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Deborah L. Stahlkopf sold 6,487 shares of the stock in a transaction dated Friday, August 14th. The shares were sold at an average price of $111.53, for a total transaction of $723,495.11. Following the sale, the executive vice president directly owned 167,116 shares of the company’s stock, valued at approximately $18,638,447.48. The trade was a 3.74% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 44,869 shares of company stock worth $5,005,620 over the last ninety days. 0.01% of the stock is currently owned by corporate insiders.

Cisco Systems Company Profile

Cisco Systems, Inc is a global technology company that develops networking, cybersecurity, collaboration, observability and data center solutions. Its products and services help businesses, governments, educational institutions and other organizations connect users and devices, manage infrastructure, protect digital environments and support cloud-based operations.

Cisco’s portfolio includes routers and switches, wireless networking equipment, network management software, firewalls, identity and access tools, endpoint security products, collaboration applications and observability platforms.