11,595 Cisco Systems, Inc. $CSCO Shares Acquired by Cliftonlarsonallen Wealth Advisors LLC

Key Points

• Cliftonlarsonallen Wealth Advisors increased its Cisco stake by 26.9%, acquiring 11,595 additional shares to reach 54,771 shares valued at approximately $5.9 million. Institutional investors collectively own 73.33% of Cisco’s stock.
• Cisco exceeded quarterly expectations with $1.22 in earnings per share and $17.25 billion in revenue, up 17.6% year over year. The company also announced a quarterly dividend of $0.42 per share, representing a 1.5% annualized yield.
• Analysts maintain a generally positive outlook, with a consensus “Moderate Buy” rating and an average price target of $128.52, although insiders have sold 44,869 shares worth about $5.0 million over the past 90 days and valuation remains a concern.

Cliftonlarsonallen Wealth Advisors LLC lifted its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) by 26.9% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 54,771 shares of the network equipment provider's stock after acquiring an additional 11,595 shares during the period. Cliftonlarsonallen Wealth Advisors LLC's holdings in Cisco Systems were worth $5,895,000 at the end of the most recent reporting period.

A number of other hedge funds have also modified their holdings of CSCO. BlackRock Inc. acquired a new stake in Cisco Systems during the 2nd quarter worth $42,129,647,000. State Street Corp grew its position in Cisco Systems by 7.0% during the 2nd quarter. State Street Corp now owns 207,106,569 shares of the network equipment provider's stock worth $25,278,492,000 after purchasing an additional 13,512,872 shares during the last quarter. Invesco Ltd. increased its stake in Cisco Systems by 11.6% in the fourth quarter. Invesco Ltd. now owns 59,836,782 shares of the network equipment provider's stock valued at $4,609,227,000 after purchasing an additional 6,224,062 shares during the period. Auto Owners Insurance Co increased its stake in Cisco Systems by 8,718.3% in the fourth quarter. Auto Owners Insurance Co now owns 51,952,421 shares of the network equipment provider's stock valued at $400,190,000 after purchasing an additional 51,363,281 shares during the period. Finally, Bank of America Corp DE acquired a new position in Cisco Systems in the second quarter valued at $5,892,379,000. 73.33% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity at Cisco Systems

In other Cisco Systems news, EVP Oliver Tuszik sold 680 shares of the business's stock in a transaction on Monday, September 14th. The shares were sold at an average price of $110.18, for a total transaction of $74,922.40. Following the sale, the executive vice president directly owned 163,337 shares in the company, valued at approximately $17,996,470.66. The trade was a 0.41% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Charles Robbins sold 21,628 shares of the company's stock in a transaction on Friday, August 14th. The stock was sold at an average price of $111.54, for a total transaction of $2,412,387.12. Following the transaction, the chief executive officer directly owned 602,710 shares in the company, valued at approximately $67,226,273.40. This trade represents a 3.46% 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 ninety days, insiders sold 44,869 shares of company stock worth $5,005,620. 0.01% of the stock is currently owned by insiders.

Cisco Systems Stock Down 1.2%

CSCO stock opened at $113.64 on Thursday. Cisco Systems, Inc. has a one year low of $68.57 and a one year high of $130.37. The stock has a market capitalization of $448.04 billion, a PE ratio of 34.02, a price-to-earnings-growth ratio of 2.40 and a beta of 0.99. 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 company has a fifty day moving average of $111.88 and a 200-day moving average of $108.67.

Cisco Systems (NASDAQ:CSCO - Get Free Report) last issued its earnings results on Wednesday, August 12th. The network equipment provider reported $1.22 earnings per share for the quarter, beating the consensus estimate of $1.17 by $0.05. Cisco Systems had a net margin of 20.95% and a return on equity of 30.16%. The business had revenue of $17.25 billion for the quarter, compared to the consensus estimate of $16.84 billion. During the same quarter in the previous year, the firm earned $0.99 earnings per share. The business's quarterly 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. As a group, analysts expect that Cisco Systems, Inc. will post 4.42 EPS for the current year.

Cisco Systems Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, October 21st. Shareholders of record on Friday, October 2nd will be issued a $0.42 dividend. The ex-dividend date of this dividend is Friday, October 2nd. This represents a $1.68 dividend on an annualized basis and a yield of 1.5%. Cisco Systems's dividend payout ratio (DPR) is 50.30%.

Wall Street Analyst Weigh In

Several equities research analysts have recently weighed in on CSCO shares. Wall Street Zen upgraded shares of Cisco Systems from a "hold" rating to a "buy" rating in a research note on Sunday. Zacks Research raised Cisco Systems from a "hold" rating to a "strong-buy" rating in a research note on Wednesday, September 30th. Weiss Ratings reaffirmed a "buy (b)" rating on shares of Cisco Systems in a research report on Wednesday, August 26th. KeyCorp lifted their target price on Cisco Systems from $130.00 to $135.00 and gave the company an "overweight" rating in a research note on Thursday, August 13th. Finally, Truist Financial lifted their target price on Cisco Systems from $125.00 to $140.00 and gave the company a "buy" rating in a research note on Thursday, August 13th. 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. According to data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and an average target price of $128.52.

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

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.

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