Two Sigma Securities LLC acquired a new position in shares of Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 9,558 shares of the network equipment provider's stock, valued at approximately $1,123,000.
A number of other institutional investors also recently modified their holdings of CSCO. Benjamin Edwards Inc. grew its stake in shares of Cisco Systems by 32.1% during the second quarter. Benjamin Edwards Inc. now owns 193,944 shares of the network equipment provider's stock valued at $22,781,000 after purchasing an additional 47,073 shares during the last quarter. GTS Securities LLC raised its position in Cisco Systems by 87.9% in the 2nd quarter. GTS Securities LLC now owns 27,962 shares of the network equipment provider's stock worth $3,284,000 after purchasing an additional 13,077 shares during the last quarter. Flputnam Investment Management Co. boosted its position in Cisco Systems by 13.0% in the 2nd quarter. Flputnam Investment Management Co. now owns 340,990 shares of the network equipment provider's stock valued at $40,053,000 after buying an additional 39,283 shares during the last quarter. Cookson Peirce & Co. Inc. increased its stake in shares of Cisco Systems by 1.8% in the 2nd quarter. Cookson Peirce & Co. Inc. now owns 20,521 shares of the network equipment provider's stock valued at $2,410,000 after buying an additional 357 shares during the period. Finally, Private Management Group Inc. increased its stake in shares of Cisco Systems by 1.6% in the 2nd quarter. Private Management Group Inc. now owns 35,830 shares of the network equipment provider's stock valued at $4,209,000 after buying an additional 561 shares during the period. 73.33% of the stock is owned by institutional investors.
Key Headlines Impacting Cisco Systems
Here are the key news stories impacting Cisco Systems this week:
- Positive Sentiment: Saudi AI expansion strengthens Cisco’s AI growth narrative. Cisco, AMD and Saudi Arabia-based HUMAIN said production AI infrastructure is now live, combining AMD Instinct MI355X GPUs and EPYC CPUs with Cisco Silicon One networking. The partners plan to add up to 250 megawatts of capacity beginning in 2027 and potentially reach 1 gigawatt by 2030, creating a significant long-term opportunity for Cisco’s AI networking business. AMD, Cisco and HUMAIN Expand Saudi Arabia’s AI Infrastructure as AMD Instinct Systems Go Live
- Positive Sentiment: Sovereign infrastructure broadens Cisco’s addressable market. Cisco is also introducing a Sovereign Critical Infrastructure portfolio in Canada for air-gapped, on-premises deployments. These offerings target governments and regulated industries that require strict data residency, security and operational control, potentially supporting higher-value infrastructure sales. How Investors Are Reacting To Cisco Systems Expanding Sovereign AI Infrastructure In Saudi Arabia
- Positive Sentiment: Recent performance and outside commentary remain supportive. Cisco has outperformed the broader telecommunications industry over the past year, while Jim Cramer reiterated a bullish view following the company’s record quarter. These factors may reinforce investor confidence, although they are less material than the company’s operating results and AI bookings. How Is Cisco Systems’ Stock Performance Compared to Other Telecommunications Stocks?
- Neutral Sentiment: Management will meet investors throughout September. Cisco executives are scheduled to participate in Goldman Sachs, Citi, Truist, Piper Sandler and other technology conferences. The meetings could provide updates on AI networking demand, margins and guidance, but no new financial targets were announced.
- Negative Sentiment: Valuation and guidance remain potential constraints. Despite the AI momentum, prior commentary has noted conservative guidance, and the stock’s elevated valuation leaves less room for disappointment if AI-related revenue growth or broader networking demand falls short of expectations. Jim Cramer delivers unmistakable verdict on vital tech giant
Cisco Systems Price Performance
NASDAQ CSCO opened at $110.49 on Tuesday. 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 stock has a market cap of $435.49 billion, a price-to-earnings ratio of 33.08, a PEG ratio of 2.16 and a beta of 1.02. The business has a 50 day simple moving average of $114.99 and a 200 day simple moving average of $101.51. Cisco Systems, Inc. has a 52-week low of $66.13 and a 52-week high of $130.37.
Cisco Systems (NASDAQ:CSCO - Get Free Report) last released its quarterly 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 company had revenue of $17.25 billion during the quarter, compared to analysts' expectations of $16.84 billion. During the same quarter in the prior year, the company 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. Analysts anticipate that Cisco Systems, Inc. will post 4.44 earnings per share for the current fiscal year.
Cisco Systems Dividend Announcement
The company also recently declared a quarterly dividend, which will be paid on Wednesday, October 21st. Shareholders of record on Friday, October 2nd will be paid a $0.42 dividend. The ex-dividend date of this dividend is Friday, October 2nd. This represents a $1.68 annualized dividend and a dividend yield of 1.5%. Cisco Systems's dividend payout ratio (DPR) is currently 50.30%.
Wall Street Analysts Forecast Growth
CSCO has been the subject of a number of research reports. Wall Street Zen upgraded Cisco Systems from a "hold" rating to a "buy" rating in a research report on Saturday, August 15th. BNP Paribas Exane raised their target price on shares of Cisco Systems from $87.00 to $132.00 and gave the company an "outperform" rating in a research note on Thursday, May 14th. Barclays boosted their price target on shares of Cisco Systems from $121.00 to $123.00 and gave the stock an "equal weight" rating in a research note on Thursday, August 13th. CICC Research increased their price objective on shares of Cisco Systems from $96.00 to $125.00 and gave the company an "outperform" rating in a report on Monday, May 18th. Finally, New Street Research lifted their target price on shares of Cisco Systems from $82.00 to $122.00 and gave the stock a "neutral" rating in a report on Thursday, May 14th. Two investment 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 company's stock. According to data from MarketBeat, the stock has an average rating of "Moderate Buy" and a consensus price target of $129.43.
Read Our Latest Analysis on Cisco Systems
Insider Buying and Selling
In other news, EVP Oliver Tuszik sold 2,760 shares of the business's stock in a transaction dated Friday, August 14th. The stock was sold at an average price of $112.46, for a total value of $310,389.60. Following the sale, the executive vice president directly owned 165,276 shares in the company, valued at $18,586,938.96. The trade was a 1.64% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at 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 stock in a transaction dated Friday, August 14th. The stock was sold at an average price of $111.53, for a total value of $723,495.11. Following the transaction, the executive vice president owned 167,116 shares of the company's stock, valued at approximately $18,638,447.48. The trade was a 3.74% 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. Over the last quarter, insiders sold 53,611 shares of company stock valued at $6,066,680. Corporate insiders own 0.01% of the company's stock.
About Cisco Systems
(
Free Report)
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.
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