61,507 Shares in Cisco Systems, Inc. $CSCO Acquired by Headlands Technologies LLC

Key Points

• Headlands Technologies LLC acquired 61,507 Cisco shares worth approximately $7.2 million during the second quarter, while institutional investors collectively own 73.33% of the company.
• Analysts maintain a generally positive outlook, with Cisco holding a consensus “Moderate Buy” rating and an average price target of $129.43, despite some rating downgrades and lower targets.
• Cisco exceeded quarterly expectations with $1.22 in EPS and $17.25 billion in revenue, up 17.6% year over year, and announced a quarterly dividend of $0.42 per share, representing a 1.5% yield.

Headlands Technologies LLC acquired a new position in shares of Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) during the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 61,507 shares of the network equipment provider's stock, valued at approximately $7,225,000. Cisco Systems accounts for 0.8% of Headlands Technologies LLC's portfolio, making the stock its 21st largest position.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Brighton Jones LLC boosted its stake in shares of Cisco Systems by 49.5% during the 4th quarter. Brighton Jones LLC now owns 74,187 shares of the network equipment provider's stock worth $4,392,000 after acquiring an additional 24,562 shares during the period. Revolve Wealth Partners LLC lifted its holdings in Cisco Systems by 37.0% during the 4th quarter. Revolve Wealth Partners LLC now owns 9,156 shares of the network equipment provider's stock valued at $542,000 after purchasing an additional 2,474 shares during the last quarter. Sivia Capital Partners LLC boosted its position in Cisco Systems by 7.5% during the second quarter. Sivia Capital Partners LLC now owns 10,178 shares of the network equipment provider's stock worth $706,000 after purchasing an additional 712 shares during the period. Schnieders Capital Management LLC. increased its holdings in shares of Cisco Systems by 3.9% in the second quarter. Schnieders Capital Management LLC. now owns 13,974 shares of the network equipment provider's stock valued at $969,000 after purchasing an additional 519 shares during the last quarter. Finally, Marshall Wace LLP raised its position in shares of Cisco Systems by 118.1% in the second quarter. Marshall Wace LLP now owns 90,650 shares of the network equipment provider's stock valued at $6,289,000 after purchasing an additional 590,650 shares during the period. Institutional investors and hedge funds own 73.33% of the company's stock.

Analysts Set New Price Targets

Several analysts recently commented on the stock. Rosenblatt Securities lifted their target price on shares of Cisco Systems from $150.00 to $165.00 and gave the stock a "buy" rating in a report on Thursday, August 13th. Barclays raised their price objective on shares of Cisco Systems from $121.00 to $123.00 and gave the stock an "equal weight" rating in a research report on Thursday, August 13th. HSBC downgraded Cisco Systems from a "buy" rating to a "hold" rating and decreased their target price for the company from $137.00 to $120.00 in a research report on Friday, August 14th. Freedom Capital raised Cisco Systems from a "hold" rating to a "strong-buy" rating in a report on Sunday, August 16th. Finally, New Street Research upped their price objective on Cisco Systems from $82.00 to $122.00 and gave the company a "neutral" rating in a report on Thursday, May 14th. Two equities research analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and seven have assigned a Hold rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and a consensus price target of $129.43.

Cisco Systems Stock Performance

CSCO opened at $109.93 on Monday. Cisco Systems, Inc. has a twelve month low of $66.13 and a twelve month high of $130.37. The company has a 50-day simple moving average of $115.21 and a 200 day simple moving average of $101.34. 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 stock has a market capitalization of $433.28 billion, a price-to-earnings ratio of 32.91, a P/E/G ratio of 2.16 and a beta of 1.02.

Cisco Systems (NASDAQ:CSCO - Get Free Report) last issued its earnings results on Wednesday, August 12th. The network equipment provider reported $1.22 EPS for the quarter, beating the consensus estimate of $1.17 by $0.05. The company had revenue of $17.25 billion during the quarter, compared to analysts' expectations of $16.84 billion. Cisco Systems had a net margin of 20.95% and a return on equity of 30.16%. The business's revenue for the quarter was up 17.6% compared to the same quarter last year. During the same period in the previous year, the company earned $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. Analysts predict that Cisco Systems, Inc. will post 4.44 EPS for the current fiscal year.

Cisco Systems Announces Dividend

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 paid a dividend of $0.42 per share. The ex-dividend date is Friday, October 2nd. This represents a $1.68 annualized dividend and a yield of 1.5%. Cisco Systems's dividend payout ratio is presently 50.30%.

More Cisco Systems News

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

• Positive Sentiment: Cisco launched a Sovereign Critical Infrastructure portfolio in Canada and expanded its Secure AI Factory with NVIDIA and Supermicro. The offerings target enterprises, neocloud providers and sovereign-cloud customers seeking integrated AI compute, cooling and networking infrastructure. Cisco Unveils Sovereign and AI Infrastructure Offerings
• Positive Sentiment: Morgan Stanley maintained a $135 price target, citing Cisco’s potential supply advantage through TSMC as shortages continue to affect the AI infrastructure market. This supports the view that Cisco may be positioned to benefit from strong AI networking demand. Morgan Stanley Reveals Cisco’s Supply Edge
• Positive Sentiment: Cisco’s NVIDIA partnership is also linked to the industry’s shift toward liquid-cooled, high-density AI systems, potentially expanding the company’s role in the broader AI infrastructure buildout. NVIDIA’s AI Chips and Liquid Cooling
• Positive Sentiment: Analysts comparing Cisco with Hewlett Packard Enterprise highlighted Cisco’s strong hyperscaler AI orders, networking growth and expanding security business as long-term competitive advantages. HPE vs. CSCO
• Neutral Sentiment: Cisco gave all approximately 90,000 employees access to personal AI agents, demonstrating broad internal adoption of AI, though the immediate financial impact is unclear. Cisco Gives Employees AI Agents
• Negative Sentiment: A growth-stock analysis questioned whether Cisco can sustain enough growth to support its premium valuation, reviving concerns that enthusiasm surrounding AI networking may have outpaced underlying fundamentals. With a P/E ratio above 30, the stock may be particularly sensitive to any slowdown in growth expectations. Growth Stock Analysis

Insider Transactions at Cisco Systems

In related news, EVP Thimaya K. Subaiya sold 5,832 shares of the company's stock in a transaction on Wednesday, August 19th. The stock was sold at an average price of $111.47, for a total transaction of $650,093.04. Following the completion of the sale, the executive vice president directly owned 128,382 shares in the company, valued at $14,310,741.54. This represents a 4.35% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Deborah L. Stahlkopf sold 6,487 shares of Cisco Systems stock in a transaction dated Friday, August 14th. The shares were sold at an average price of $111.53, for a total value of $723,495.11. Following the completion of the transaction, the executive vice president owned 167,116 shares in the company, valued at approximately $18,638,447.48. This represents a 3.74% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 53,611 shares of company stock worth $6,066,680. 0.01% of the stock is owned by insiders.

Cisco Systems Profile

Cisco Systems, Inc is a global technology company that designs, manufactures and sells networking hardware, software and telecommunications equipment. Its core business focuses on enabling enterprise and service-provider networks through products such as routers, switches, network security appliances and wireless systems. Over time Cisco has broadened its portfolio to emphasize software-defined networking, cybersecurity, cloud infrastructure and edge computing solutions that help organizations build and manage modern IT environments.

In addition to hardware, Cisco offers a growing range of software platforms and subscription services for network management, security, analytics and collaboration.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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