16,431 Shares of Cisco Systems, Inc. $CSCO Purchased by Westwind Capital

Key Points

• Westwind Capital acquired 16,431 Cisco shares worth approximately $1.77 million during the third quarter. Institutional investors collectively own 73.33% of Cisco’s outstanding stock.
• Cisco insiders sold 44,869 shares valued at about $5.01 million during the last quarter, while insider ownership remains minimal at 0.01%.
• Analysts maintain a “Moderate Buy” consensus with an average price target of $128.52, supported by Cisco’s latest earnings beat and 17.6% year-over-year revenue growth; shares recently traded at $114.89 and pay a quarterly dividend of $0.42.

Westwind Capital acquired a new stake in Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor acquired 16,431 shares of the network equipment provider's stock, valued at approximately $1,768,000.

A number of other institutional investors and hedge funds have also bought and sold shares of the stock. Cozad Asset Management Inc. increased its position in Cisco Systems by 0.3% during the 1st quarter. Cozad Asset Management Inc. now owns 26,203 shares of the network equipment provider's stock worth $2,033,000 after buying an additional 87 shares during the period. Dogwood Wealth Management LLC grew its stake in shares of Cisco Systems by 3.9% in the second quarter. Dogwood Wealth Management LLC now owns 2,413 shares of the network equipment provider's stock valued at $283,000 after acquiring an additional 90 shares in the last quarter. August Group Capital Ltd raised its stake in Cisco Systems by 2.0% in the 2nd quarter. August Group Capital Ltd now owns 4,723 shares of the network equipment provider's stock worth $555,000 after purchasing an additional 91 shares in the last quarter. Financial Insights Inc. raised its stake in Cisco Systems by 1.5% in the 1st quarter. Financial Insights Inc. now owns 6,220 shares of the network equipment provider's stock worth $483,000 after purchasing an additional 92 shares in the last quarter. Finally, CPA Asset Management Group LLC grew its position in shares of Cisco Systems by 1.8% during the 2nd quarter. CPA Asset Management Group LLC now owns 5,335 shares of the network equipment provider's stock worth $627,000 after purchasing an additional 93 shares in the last quarter. Institutional investors and hedge funds own 73.33% of the company's stock.

Insider Activity at Cisco Systems

In other news, EVP Thimaya K. Subaiya sold 312 shares of the firm's stock in a transaction that occurred on Monday, September 14th. The stock was sold at an average price of $110.18, for a total value of $34,376.16. Following the transaction, the executive vice president owned 127,661 shares in the company, valued at $14,065,688.98. This trade represents a 0.24% 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 hyperlink. 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 on 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 sale, the insider directly owned 230,593 shares of the company's stock, valued at $25,727,261.01. The trade was a 3.02% 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 a total of 44,869 shares of company stock valued at $5,005,620 over the last quarter. 0.01% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

Several analysts have recently issued reports on the company. UBS Group increased their target price on Cisco Systems from $132.00 to $138.00 and gave the stock a "buy" rating in a report on Thursday, August 13th. Sanford C. Bernstein initiated coverage on shares of Cisco Systems in a research report on Wednesday, September 30th. They issued a "market perform" rating and a $110.00 target price for the company. Wall Street Zen downgraded shares of Cisco Systems from a "buy" rating to a "hold" rating in a report on Saturday, October 3rd. HSBC downgraded shares of Cisco Systems from a "buy" rating to a "hold" rating and lowered their price objective for the company from $137.00 to $120.00 in a research report on Friday, August 14th. Finally, Wells Fargo & Company raised their target price on Cisco Systems from $130.00 to $150.00 and gave the company an "overweight" rating in a report on Thursday, August 13th. Three research analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and seven have assigned a Hold rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and an average target price of $128.52.

Cisco Systems News Summary

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

• Positive Sentiment: AI infrastructure demand remains a key catalyst. Cisco is reportedly seeing substantial AI infrastructure orders and has delivered its fifth consecutive earnings beat, supporting the view that networking demand could propel the company into a new growth phase. Cisco Could Be Entering a New Growth Phase
• Positive Sentiment: New agentic AI products expand Cisco’s growth story. At WebexOne 2026, Cisco introduced AI capabilities across Webex, workplace management and customer experience, including Claude-powered agents that can analyze data, create content and execute tasks using enterprise context. A Google Meet partnership for Cisco devices and RoomOS 27 are also intended to strengthen its collaboration business. Cisco Unveils New Agentic Collaboration Experiences
• Positive Sentiment: Channel and security developments add incremental support. Supermicro servers are entering Cisco’s AI Factory channel, potentially broadening the company’s AI infrastructure reach, while Cisco also added a FIPS-validated post-quantum security application. Cisco Stock and Supermicro AI Factory Channel
• Neutral Sentiment: Valuation is limiting enthusiasm. Analysts see further upside if AI orders translate into durable revenue and profit growth, but the recent rally may already reflect much of that opportunity, leaving less room for error. The Case for Waiting on Cisco Stock
• Negative Sentiment: Investors remain concerned about execution and competitive pressure. Cisco must demonstrate that AI demand can produce sustained growth without margin deterioration, while competition from networking specialists such as Arista adds uncertainty to the broader AI networking opportunity.

Cisco Systems Trading Down 2.1%

NASDAQ CSCO traded down $2.50 during mid-day trading on Thursday, reaching $114.89. 12,955,367 shares of the stock were exchanged, compared to its average volume of 22,499,215. Cisco Systems, Inc. has a one year low of $66.81 and a one year high of $130.37. The company has a debt-to-equity ratio of 0.39, a current ratio of 0.93 and a quick ratio of 0.79. The stock has a 50 day simple moving average of $112.13 and a 200-day simple moving average of $107.70. The stock has a market cap of $452.96 billion, a P/E ratio of 34.40, a P/E/G ratio of 2.47 and a beta of 0.99.

Cisco Systems (NASDAQ:CSCO - Get Free Report) last released its 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. Cisco Systems had a net margin of 20.95% and a return on equity of 30.16%. The company 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 company earned $0.99 EPS. Cisco Systems'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. On average, analysts anticipate that Cisco Systems, Inc. will post 4.41 EPS for the current year.

Cisco Systems Announces Dividend

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

Cisco Systems 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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