21,750 Cisco Systems, Inc. $CSCO Shares Sold by Nelson Capital Management LLC

Nelson Capital Management LLC decreased its holdings in Cisco Systems, Inc. (NASDAQ:CSCO) by 16.2% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 112,669 shares of the network equipment provider’s stock after selling 21,750 shares during the period. Cisco Systems comprises approximately 1.3% of Nelson Capital Management LLC’s investment portfolio, making the stock its 14th biggest holding. Nelson Capital Management LLC’s holdings in Cisco Systems were worth $12,127,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Bridgewater Advisors Inc. acquired a new stake in Cisco Systems during the second quarter worth approximately $6,442,000. Beacon Pointe Advisors LLC bought a new stake in shares of Cisco Systems during the second quarter worth approximately $60,009,000. Western Wealth Management LLC grew its position in shares of Cisco Systems by 60.5% in the first quarter. Western Wealth Management LLC now owns 76,372 shares of the network equipment provider’s stock valued at $5,926,000 after purchasing an additional 28,792 shares during the last quarter. ABN AMRO Bank N.V. acquired a new position in shares of Cisco Systems in the second quarter valued at approximately $19,114,000. Finally, Envestnet Portfolio Solutions Inc. grew its position in shares of Cisco Systems by 24.6% in the second quarter. Envestnet Portfolio Solutions Inc. now owns 363,506 shares of the network equipment provider’s stock valued at $47,287,000 after purchasing an additional 71,774 shares during the last quarter. Institutional investors own 73.33% of the company’s stock.

Cisco Systems Stock Performance

Shares of NASDAQ:CSCO traded down $6.37 on Friday, reaching $95.64. 28,551,419 shares of the company’s stock were exchanged, compared to its average volume of 19,473,690. The company has a fifty day moving average of $107.76 and a 200-day moving average of $102.21. Cisco Systems, Inc. has a twelve month low of $72.80 and a twelve month high of $130.37. The company has a market capitalization of $377.07 billion, a price-to-earnings ratio of 25.44, a PEG ratio of 2.09 and a beta of 1.01. 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 announced its earnings results on Thursday, November 12th. The network equipment provider reported $1.40 EPS for the quarter, topping the consensus estimate of $1.33 by $0.07. Cisco Systems had a net margin of 22.34% and a return on equity of 33.06%. The company had revenue of $18.52 billion for the quarter, compared to analysts’ expectations of $18.12 billion. During the same period last year, the firm earned $1.00 earnings per share. Cisco Systems has set its Q2 2027 guidance at 1.340-1.360 EPS and its FY 2027 guidance at 5.470-5.530 EPS. On average, research analysts predict that Cisco Systems, Inc. will post 4.48 EPS for the current fiscal year.

Cisco Systems Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, January 20th. Shareholders of record on Monday, January 4th will be paid a dividend of $0.42 per share. This represents a $1.68 dividend on an annualized basis and a yield of 1.8%. The ex-dividend date is Monday, January 4th. Cisco Systems’s dividend payout ratio (DPR) is 50.30%.

Insiders Place Their Bets

In other Cisco Systems news, EVP Thimaya Subaiya sold 5,832 shares of Cisco Systems 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 directly owned 128,382 shares of the company’s stock, valued at $14,310,741.54. The trade was a 4.35% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Oliver Tuszik sold 680 shares of the company’s stock in a transaction on Monday, September 14th. The shares were sold at an average price of $110.18, for a total value of $74,922.40. Following the sale, the executive vice president owned 163,337 shares of the company’s stock, valued at approximately $17,996,470.66. The trade was a 0.41% 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. In the last 90 days, insiders have sold 6,824 shares of company stock worth $759,392. Corporate insiders own 0.01% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages have recently weighed in on CSCO. Wells Fargo & Company lowered their target price on Cisco Systems from $150.00 to $130.00 and set an “overweight” rating on the stock in a research note on Friday. UBS Group boosted their price target on Cisco Systems from $132.00 to $138.00 and gave the company a “buy” rating in a research note on Thursday, August 13th. Morgan Stanley lowered Cisco Systems from an “overweight” rating to an “equal weight” rating and decreased their price objective for the company from $135.00 to $120.00 in a report on Thursday, November 5th. Barclays decreased their price objective on Cisco Systems from $123.00 to $109.00 and set an “equal weight” rating on the stock in a report on Friday. Finally, HSBC cut Cisco Systems from a “buy” rating to a “hold” rating and lowered their price objective for the stock from $137.00 to $120.00 in a research report on Friday, August 14th. Three investment analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and eight have assigned a Hold rating to the company. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $125.64.

Key Stories Impacting Cisco Systems

Here are a few of the latest stories about CSCO:

• Positive Sentiment: Cisco reported revenue of $18.5 billion and adjusted EPS of $1.40, beating estimates. It raised fiscal 2027 revenue guidance to $74.8–$75.8 billion and EPS guidance to $5.47–$5.53, and lifted its AI revenue target to $9 billion. Strong AI-infrastructure and networking demand underpin the outlook. Reuters: Cisco raises annual revenue forecast
• Positive Sentiment: Management characterized the sequential decline in its second-quarter revenue outlook as seasonal rather than a sign of weakening demand, and emphasized the company’s profitability. Cisco CEO comments on guidance and profitability
• Neutral Sentiment: Several analysts lowered price targets after the results, but kept positive or neutral ratings. Citigroup cut its target to $120 and Wells Fargo to $130, both retaining Buy or Overweight; other firms also trimmed targets. The revisions reflect caution about near-term execution, even as analysts see potential upside. Benzinga: Analyst cuts Cisco price target

About Cisco Systems

Cisco Systems, Inc. develops networking, cybersecurity, collaboration and observability technologies for businesses, governments and other organizations. Its products include routers, switches, wireless systems and data center infrastructure, along with security software and services that help organizations connect and protect their networks. The company also provides collaboration tools through its Webex platform and observability capabilities through its software offerings, including technology from Splunk, which Cisco acquired in 2024.