Cisco Systems, Inc. $CSCO Holdings Raised by Investment Partners LTD.

Investment Partners LTD. increased its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 61.3% in the 3rd quarter, HoldingsChannel reports. The firm owned 20,938 shares of the network equipment provider’s stock after acquiring an additional 7,960 shares during the period. Investment Partners LTD.’s holdings in Cisco Systems were worth $2,254,000 at the end of the most recent quarter.

Several other large investors also recently made changes to their positions in the company. Summit Global Investments boosted its holdings in Cisco Systems by 144.1% during the third quarter. Summit Global Investments now owns 47,180 shares of the network equipment provider’s stock worth $5,078,000 after purchasing an additional 27,850 shares during the last quarter. Coyle Financial Counsel LLC grew its stake in shares of Cisco Systems by 15.2% during the 3rd quarter. Coyle Financial Counsel LLC now owns 2,406 shares of the network equipment provider’s stock worth $259,000 after acquiring an additional 318 shares during the period. Americana Partners LLC increased its stake in shares of Cisco Systems by 20.3% in the third quarter. Americana Partners LLC now owns 196,278 shares of the network equipment provider’s stock worth $21,125,000 after purchasing an additional 33,088 shares in the last quarter. Aprio Wealth Management LLC grew its stake in Cisco Systems by 1.3% in the 3rd quarter. Aprio Wealth Management LLC now owns 79,994 shares of the network equipment provider’s stock valued at $8,610,000 after buying an additional 1,039 shares in the last quarter. Finally, Avestar Capital LLC raised its stake in shares of Cisco Systems by 5.2% during the 3rd quarter. Avestar Capital LLC now owns 33,620 shares of the network equipment provider’s stock valued at $3,619,000 after purchasing an additional 1,675 shares during the period. 73.33% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In other news, EVP Thimaya K. Subaiya sold 5,832 shares of the business’s stock in a transaction on Wednesday, August 19th. The stock was sold at an average price of $111.47, for a total value of $650,093.04. Following the completion of the transaction, the executive vice president owned 128,382 shares in the company, valued at $14,310,741.54. The trade was a 4.35% decrease in their ownership of the stock. 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 6,487 shares of Cisco Systems stock in a transaction dated Friday, August 14th. The stock was sold at an average price of $111.53, for a total value of $723,495.11. Following the completion of the sale, the executive vice president owned 167,116 shares of the company’s stock, valued at $18,638,447.48. The trade was a 3.74% 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 a total of 44,869 shares of company stock worth $5,005,620 over the last quarter. 0.01% of the stock is owned by insiders.

Analysts Set New Price Targets

Several research analysts have commented on CSCO shares. UBS Group raised their price target on shares of Cisco Systems from $132.00 to $138.00 and gave the company a “buy” rating in a report on Thursday, August 13th. Piper Sandler decreased their target price on Cisco Systems from $132.00 to $125.00 and set a “neutral” rating on the stock in a research note on Tuesday, September 22nd. Deutsche Bank Aktiengesellschaft assumed coverage on Cisco Systems in a research report on Tuesday, September 1st. They set a “buy” rating and a $135.00 price target for the company. 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 note on Thursday, August 13th. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of Cisco Systems in a report on Wednesday, August 26th. Three equities research analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and seven have given a Hold rating to the company. According to data from MarketBeat, Cisco Systems presently has an average rating of “Moderate Buy” and a consensus price target of $128.52.

Cisco Systems Price Performance

Shares of CSCO stock opened at $104.51 on Friday. The company has a debt-to-equity ratio of 0.39, a quick ratio of 0.79 and a current ratio of 0.93. The business’s 50 day moving average price is $110.00 and its 200-day moving average price is $101.01. The firm has a market cap of $412.04 billion, a P/E ratio of 31.29, a P/E/G ratio of 2.18 and a beta of 0.99. Cisco Systems, Inc. has a fifty-two week low of $70.54 and a fifty-two week high of $130.37.

Cisco Systems (NASDAQ:CSCO) last announced its 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. Cisco Systems had a return on equity of 30.16% and a net margin of 20.95%. The firm had revenue of $17.25 billion during the quarter, compared to analyst estimates of $16.84 billion. During the same quarter in the prior year, the company earned $0.99 EPS. The business’s 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. On average, equities research analysts anticipate that Cisco Systems, Inc. will post 4.42 earnings per share for the current year.

Cisco Systems Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Wednesday, October 21st. Stockholders of record on Friday, October 2nd were given a $0.42 dividend. This represents a $1.68 annualized dividend and a dividend yield of 1.6%. The ex-dividend date of this dividend was Friday, October 2nd. Cisco Systems’s payout ratio is currently 50.30%.

More Cisco Systems News

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

• Positive Sentiment: AI infrastructure remains a key growth catalyst. Cisco is benefiting from rising hyperscaler demand for networking equipment, while AI workloads, 5G, Wi-Fi 7, and broader connectivity needs support the networking industry’s expansion. Cisco Gains From AI Networking Boom
• Positive Sentiment: Industry research projects the global virtualization-security market will grow from $1.7 billion in 2025 to $4.9 billion by 2032, creating potential demand for Cisco’s security, segmentation, and cloud-native offerings. Virtualization Security Market Report
• Positive Sentiment: Mobile virtualization is projected to reach $21 billion by 2032, with remote work, BYOD, 5G, and tighter data regulations supporting longer-term opportunities for Cisco’s networking and security businesses. Mobile Virtualization Market Report
• Positive Sentiment: Analysts maintain a favorable view ahead of earnings, with a reported consensus price target of $128.52, implying continued confidence in Cisco’s outlook. Cisco Consensus Price Target
• Positive Sentiment: Cisco is experimenting with an AI-assisted rewrite of approximately 98% of its code under a young engineering leader, potentially improving development speed and product productivity, although execution remains unproven. Cisco AI Code Rewrite
• Neutral Sentiment: Cisco’s upcoming report is receiving positive analyst attention after the stock outperformed the broader market, but the preview also raises the bar for results and forward guidance. Cisco Earnings Preview
• Neutral Sentiment: The company’s AI-security and quantum-safe initiatives could strengthen its long-term product portfolio, though the articles provide limited evidence of near-term financial impact. Cisco AI Security and Quantum-Safe Push
• Negative Sentiment: Competitive pressure is increasing: Dell is expanding its AI-security and cyber-resilience capabilities, potentially challenging Cisco in enterprise infrastructure and security markets. Dell Expands AI Security Capabilities
• Negative Sentiment: Recent weakness relative to the broader market suggests investors may be taking profits or demanding stronger earnings and guidance, particularly with CSCO trading at a relatively elevated earnings multiple.

Cisco Systems Profile

Cisco Systems, Inc is a global technology company that develops networking, cybersecurity, collaboration and observability solutions for businesses, government organizations and service providers. Its offerings include routers, switches, wireless networking equipment, data-center infrastructure, security software and services, as well as technologies that support cloud and hybrid IT environments.

The company also provides collaboration tools through its Webex portfolio, cloud-managed networking through Cisco Meraki and security and observability capabilities that include technologies from Splunk, which Cisco acquired in 2024.