B.A. Schrock Wealth Management Inc. Makes New Investment in Cisco Systems, Inc. $CSCO

B.A. Schrock Wealth Management Inc. bought a new position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) in the third quarter, according to the company in its most recent filing with the SEC. The institutional investor bought 5,671 shares of the network equipment provider’s stock, valued at approximately $617,000.

Several other hedge funds and other institutional investors have also recently modified their holdings of CSCO. Nolet Wealth Management LLC raised its holdings in shares of Cisco Systems by 4.1% in the third quarter. Nolet Wealth Management LLC now owns 3,340 shares of the network equipment provider’s stock valued at $359,000 after purchasing an additional 132 shares during the last quarter. Howard Financial Services LTD. boosted its holdings in Cisco Systems by 2.1% during the third quarter. Howard Financial Services LTD. now owns 12,315 shares of the network equipment provider’s stock worth $1,325,000 after purchasing an additional 251 shares during the last quarter. ZWJ Investment Counsel Inc. boosted its holdings in Cisco Systems by 1.3% during the third quarter. ZWJ Investment Counsel Inc. now owns 836,410 shares of the network equipment provider’s stock worth $90,023,000 after purchasing an additional 10,757 shares during the last quarter. Mather Group LLC. grew its position in Cisco Systems by 0.4% in the third quarter. Mather Group LLC. now owns 74,134 shares of the network equipment provider’s stock valued at $8,120,000 after purchasing an additional 275 shares in the last quarter. Finally, West Wealth Group LLC grew its position in Cisco Systems by 8.3% in the third quarter. West Wealth Group LLC now owns 3,582 shares of the network equipment provider’s stock valued at $386,000 after purchasing an additional 273 shares in the last quarter. Institutional investors and hedge funds own 73.33% of the company’s stock.

Cisco Systems Price Performance

NASDAQ:CSCO opened at $113.64 on Thursday. The stock has a market capitalization of $448.04 billion, a PE ratio of 34.02, a P/E/G ratio of 2.40 and a beta of 0.99. Cisco Systems, Inc. has a 1-year low of $68.57 and a 1-year high of $130.37. The firm has a fifty day simple moving average of $111.88 and a 200 day simple moving average of $108.67. 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 posted its quarterly earnings results on Wednesday, August 12th. The network equipment provider reported $1.22 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.17 by $0.05. The firm 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%. The company’s quarterly revenue was up 17.6% compared to the same quarter last year. During the same period in the prior year, the firm 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, research analysts expect that Cisco Systems, Inc. will post 4.42 EPS for the current fiscal year.

Cisco Systems Dividend Announcement

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

Insider Activity at Cisco Systems

In other news, EVP Deborah Stahlkopf sold 6,487 shares of the company’s stock in a transaction dated Friday, August 14th. The shares were sold at an average price of $111.53, for a total value 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. This represents a 3.74% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Oliver Tuszik sold 2,760 shares of the firm’s stock in a transaction dated Friday, August 14th. The shares were sold at an average price of $112.46, for a total transaction of $310,389.60. Following the completion of the sale, the executive vice president owned 165,276 shares of the company’s stock, valued at $18,586,938.96. This trade represents a 1.64% 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 44,869 shares of company stock worth $5,005,620 over the last ninety days. 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: AI infrastructure orders, network upgrades, and cybersecurity demand continue to support Cisco’s long-term growth outlook. The company’s latest reported quarter exceeded earnings and revenue expectations, with revenue up 17.6% year over year. Should You Buy, Sell, or Hold Cisco Stock After a 68% Rise in a Year?
• Positive Sentiment: Analysts and value-focused investors continue to view Cisco as a potentially durable business benefiting from networking, security, and AI infrastructure spending. Its dividend and cash-generation potential may also appeal to income-oriented investors. Cisco Stock And 2 Value Plays For an Overvalued Market
• Neutral Sentiment: Cisco’s earnings recovery is being tested by cash-flow conversion. Fiscal 2026 net income rose 30% to $13.3 billion, while operating cash flow remained around $14.2 billion; unrealized investment gains also boosted reported profit without producing operating cash. Investors will look for stronger recurring cash generation. Cisco Can Its Earnings Recovery Turn Into Lasting Cash Growth?
• Negative Sentiment: After a roughly 68% gain over the past year, valuation has become a headwind. Commentary citing Cisco as overvalued suggests investors may be taking profits because the stock’s elevated price-to-earnings multiple leaves less room for disappointment. Cisco Systems Shares Fall — GF Value Says Still Overvalued

Analyst Ratings Changes

CSCO has been the topic of several analyst reports. Morgan Stanley boosted their price target on shares of Cisco Systems from $130.00 to $135.00 and gave the stock an “overweight” rating in a research report on Thursday, August 13th. Weiss Ratings restated a “buy (b)” rating on shares of Cisco Systems in a report on Wednesday, August 26th. HSBC downgraded Cisco Systems from a “buy” rating to a “hold” rating and lowered their target price for the company from $137.00 to $120.00 in a research report on Friday, August 14th. Zacks Research upgraded Cisco Systems from a “hold” rating to a “strong-buy” rating in a report on Wednesday, September 30th. Finally, Deutsche Bank Aktiengesellschaft initiated coverage on Cisco Systems in a report on Tuesday, September 1st. They set a “buy” rating and a $135.00 target price on the stock. Three analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating and seven have issued a Hold rating to the stock. Based on data from MarketBeat, Cisco Systems presently has a consensus rating of “Moderate Buy” and an average target price of $128.52.

About Cisco Systems

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.