59,584 Cisco Systems, Inc. $CSCO Shares Sold by Curated Wealth Partners LLC

Key Points

• Curated Wealth Partners cut its Cisco stake by 80.8%, selling 59,584 shares and retaining 14,151 shares worth about $1.52 million. Institutional investors and hedge funds collectively own 73.33% of CSCO.
• Analyst sentiment remains positive overall, with a consensus rating of “Moderate Buy” and an average price target of $128.52, although individual targets range from $110 to $165.
• Cisco reported 17.6% year-over-year revenue growth and beat quarterly earnings estimates, while maintaining a quarterly dividend of $0.42, equivalent to a 1.5% yield.

Curated Wealth Partners LLC lowered its stake in Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) by 80.8% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 14,151 shares of the network equipment provider's stock after selling 59,584 shares during the quarter. Curated Wealth Partners LLC's holdings in Cisco Systems were worth $1,523,000 as of its most recent SEC filing.

A number of other hedge funds also recently made changes to their positions in the stock. Cozad Asset Management Inc. grew its holdings in shares of 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 valued at $2,033,000 after purchasing an additional 87 shares during the last quarter. Dogwood Wealth Management LLC increased its position in Cisco Systems by 3.9% during the 2nd quarter. Dogwood Wealth Management LLC now owns 2,413 shares of the network equipment provider's stock worth $283,000 after purchasing an additional 90 shares in the last quarter. Green Ridge Wealth Planning LLC lifted its stake in Cisco Systems by 1.5% in the 3rd quarter. Green Ridge Wealth Planning LLC now owns 6,017 shares of the network equipment provider's stock valued at $648,000 after purchasing an additional 90 shares during the last quarter. August Group Capital Ltd lifted 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 valued at $555,000 after purchasing an additional 91 shares during the last quarter. Finally, Financial Insights Inc. lifted 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 valued at $483,000 after purchasing an additional 92 shares during the last quarter. 73.33% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of analysts have weighed in on CSCO shares. Wall Street Zen upgraded shares of Cisco Systems from a "hold" rating to a "buy" rating in a research report on Sunday, October 11th. Sanford C. Bernstein began coverage on shares of Cisco Systems in a report on Wednesday, September 30th. They set a "market perform" rating and a $110.00 price target for the company. Rosenblatt Securities increased their price target on Cisco Systems from $150.00 to $165.00 and gave the company a "buy" rating in a research note on Thursday, August 13th. Freedom Capital upgraded Cisco Systems from a "hold" rating to a "strong-buy" rating in a research note on Sunday, August 16th. Finally, Piper Sandler cut their price objective on Cisco Systems from $132.00 to $125.00 and set a "neutral" rating on the stock in a report on Tuesday, September 22nd. 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 stock. Based on data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and a consensus target price of $128.52.

Insider Activity

In related news, EVP Thimaya K. Subaiya sold 5,832 shares of the business's stock in a transaction on Wednesday, August 19th. The shares were sold at an average price of $111.47, for a total value of $650,093.04. Following the sale, the executive vice president owned 128,382 shares of the company's stock, valued at $14,310,741.54. The trade was a 4.35% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Deborah L. Stahlkopf sold 6,487 shares of the business's stock in a transaction on Friday, August 14th. The stock was sold at an average price of $111.53, for a total transaction of $723,495.11. Following the completion of the sale, the executive vice president directly owned 167,116 shares in the company, valued at approximately $18,638,447.48. This represents a 3.74% decrease in their position. 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 three months, insiders have sold 44,869 shares of company stock valued at $5,005,620. 0.01% of the stock is currently owned by company insiders.

Key Cisco Systems News

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

• Positive Sentiment: Cisco reported 17.6% year-over-year sales growth for the quarter ended July 2026, its fastest quarterly growth in roughly a decade. The result reinforces the potential benefit from AI infrastructure spending, networking upgrades and cybersecurity demand. How Rare Is Cisco's Record Sales Growth?
• Positive Sentiment: An investment article identified Cisco as a potential value opportunity in an expensive broader market, which may support interest from investors seeking established businesses with durable cash flows and shareholder returns. Cisco Stock And 2 Value Plays For An Overvalued Market
• Positive Sentiment: Cisco was highlighted among companies that reward long-term investors through reliable dividends, supporting the stock’s appeal to income-oriented shareholders. Procter & Gamble Has Raised Its Dividend for 70 Years
• Neutral Sentiment: Cisco confirmed a multimillion-dollar donation to the planned White House ballroom. The contribution does not change operating fundamentals but could attract political or reputational scrutiny. Nvidia and Cisco confirm multimillion-dollar donations
• Neutral Sentiment: Fiscal-2026 net income rose 30% to $13.3 billion, but operating cash flow remained near $14.2 billion. Unrealized investment gains boosted earnings without producing operating cash, leaving investors focused on whether AI and cybersecurity growth can translate into sustained cash generation. Cisco Earnings Recovery and Cash Growth
• Negative Sentiment: Recent coverage attributed Cisco’s underperformance to valuation concerns and profit-taking. GuruFocus also characterized the shares as still overvalued, which may be limiting upside after the stock’s strong run toward its 52-week high. Cisco Shares Fall; GF Value Says Still Overvalued

Cisco Systems Stock Performance

Cisco Systems stock opened at $109.85 on Friday. The business has a 50 day moving average of $111.66 and a 200-day moving average of $108.88. The company has a market capitalization of $433.09 billion, a P/E ratio of 30.97, a P/E/G ratio of 2.37 and a beta of 0.99. Cisco Systems, Inc. has a 1 year low of $68.57 and a 1 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.

Cisco Systems (NASDAQ:CSCO - Get Free Report) last posted its earnings results on Wednesday, August 12th. The network equipment provider reported $1.22 EPS for the quarter, topping 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 period last year, the company earned $0.99 EPS. The firm'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 predict that Cisco Systems, Inc. will post 4.42 earnings per share for the current year.

Cisco Systems Dividend Announcement

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

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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