Cisco Systems, Inc. $CSCO Stock Holdings Decreased by MGO One Seven LLC

MGO One Seven LLC lowered its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 3.8% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 166,147 shares of the network equipment provider’s stock after selling 6,487 shares during the quarter. MGO One Seven LLC’s holdings in Cisco Systems were worth $17,882,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Manning & Napier Advisors LLC boosted its holdings in shares of Cisco Systems by 137.0% in the 1st quarter. Manning & Napier Advisors LLC now owns 346 shares of the network equipment provider’s stock valued at $27,000 after buying an additional 200 shares in the last quarter. Halbert Hargrove Global Advisors LLC raised its stake in shares of Cisco Systems by 142.5% during the 3rd quarter. Halbert Hargrove Global Advisors LLC now owns 257 shares of the network equipment provider’s stock worth $28,000 after acquiring an additional 151 shares in the last quarter. Kings Path Partners LLC bought a new position in shares of Cisco Systems during the 3rd quarter worth approximately $31,000. Blueline Advisors LLC bought a new position in shares of Cisco Systems during the 3rd quarter worth approximately $32,000. Finally, RMG Wealth Management LLC lifted its position in Cisco Systems by 308.7% during the first quarter. RMG Wealth Management LLC now owns 425 shares of the network equipment provider’s stock valued at $33,000 after acquiring an additional 321 shares during the last quarter. Hedge funds and other institutional investors own 73.33% of the company’s stock.

Cisco Systems News Roundup

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.

Wall Street Analysts Forecast Growth

Several equities research analysts have weighed in on the stock. Freedom Capital upgraded shares of Cisco Systems from a “hold” rating to a “strong-buy” rating in a research note on Sunday, August 16th. Piper Sandler reduced their price target on Cisco Systems from $132.00 to $125.00 and set a “neutral” rating on the stock in a research report on Tuesday, September 22nd. HSBC lowered Cisco Systems from a “buy” rating to a “hold” rating and decreased their price objective for the company from $137.00 to $120.00 in a report on Friday, August 14th. Sanford C. Bernstein began coverage on Cisco Systems in a research report on Wednesday, September 30th. They issued a “market perform” rating and a $110.00 price objective for the company. Finally, Wells Fargo & Company boosted their target price on Cisco Systems from $130.00 to $150.00 and gave the stock an “overweight” rating in a research note on Thursday, August 13th. Three research analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and seven have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $128.52.

Insider Buying and Selling

In other Cisco Systems news, EVP Thimaya K. Subaiya sold 5,832 shares of the business’s stock in a transaction dated Wednesday, August 19th. The stock was sold at an average price of $111.47, for a total transaction of $650,093.04. Following the sale, the executive vice president owned 128,382 shares in the company, valued at approximately $14,310,741.54. The trade was a 4.35% decrease in their position. The transaction 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, insider Jeetendra I. Patel sold 7,170 shares of the stock in a transaction dated Friday, August 14th. The shares were sold at an average price of $111.57, for a total value of $799,956.90. Following the completion of the transaction, the insider directly owned 230,593 shares in the company, valued at $25,727,261.01. This represents a 3.02% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 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 three months. Corporate insiders own 0.01% of the company’s stock.

Cisco Systems Stock Down 3.8%

CSCO stock opened at $104.51 on Friday. The stock has a market capitalization of $412.04 billion, a PE ratio of 31.29, a price-to-earnings-growth ratio of 2.18 and a beta of 0.99. Cisco Systems, Inc. has a 52 week low of $70.54 and a 52 week high of $130.37. The company has a quick ratio of 0.79, a current ratio of 0.93 and a debt-to-equity ratio of 0.39. The firm has a 50 day moving average of $110.00 and a 200 day moving average of $101.01.

Cisco Systems (NASDAQ:CSCO) last issued its quarterly earnings results on Wednesday, August 12th. The network equipment provider reported $1.22 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.17 by $0.05. The business 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 for the quarter was up 17.6% compared to the same quarter last year. During the same quarter in the prior year, the business posted $0.99 EPS. 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. Sell-side analysts forecast that Cisco Systems, Inc. will post 4.42 earnings per share for the current year.

Cisco Systems Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Wednesday, October 21st. Investors 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 dividend payout ratio is presently 50.30%.

About Cisco Systems

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.