9,961 Shares in Cisco Systems, Inc. $CSCO Purchased by TFR Capital LLC.

Key Points

• TFR Capital purchased 9,961 Cisco shares worth approximately $1.17 million in the second quarter. Institutional investors and hedge funds collectively own 73.33% of Cisco’s stock.
• Cisco reported strong quarterly results, with revenue rising 17.6% year over year to $17.25 billion and adjusted EPS of $1.22, beating analyst estimates. AI infrastructure orders surged, supporting management’s roughly 15% fiscal 2027 revenue-growth outlook.
• Despite the upbeat outlook, investors remain concerned about valuation and margin pressure from lower-margin AI hardware. Cisco also announced a quarterly dividend of $0.42 per share, while insiders sold 31,134 shares worth $3.74 million over the past 90 days.

TFR Capital LLC. bought a new stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm bought 9,961 shares of the network equipment provider's stock, valued at approximately $1,170,000.

Several other institutional investors also recently bought and sold shares of the company. Norges Bank acquired a new stake in shares of Cisco Systems during the fourth quarter worth about $4,473,272,000. Auto Owners Insurance Co grew its holdings in shares of 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 in the last quarter. Price T Rowe Associates Inc. MD grew its holdings in shares of Cisco Systems by 103.2% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 29,289,151 shares of the network equipment provider's stock valued at $2,256,144,000 after purchasing an additional 14,874,407 shares in the last quarter. Franklin Resources Inc. increased its stake in Cisco Systems by 18.0% during the 4th quarter. Franklin Resources Inc. now owns 50,320,905 shares of the network equipment provider's stock worth $3,876,219,000 after buying an additional 7,679,422 shares during the period. Finally, Invesco Ltd. lifted its holdings in Cisco Systems by 11.6% during the 4th quarter. Invesco Ltd. now owns 59,836,782 shares of the network equipment provider's stock worth $4,609,227,000 after buying an additional 6,224,062 shares in the last quarter. 73.33% of the stock is owned by institutional investors and hedge funds.

Cisco Systems News Roundup

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

• Positive Sentiment: AI demand is accelerating. Cisco reported fiscal Q4 revenue of approximately $17.3 billion, up 18% year over year, and adjusted EPS of $1.22 versus the $1.17 consensus estimate. AI infrastructure orders increased 4.5 times to $9.3 billion for fiscal 2026, while management expects approximately $7.5 billion of hyperscaler AI infrastructure revenue in fiscal 2027. Chuck Robbins Says AI Is Fueling a Networking Supercycle
• Positive Sentiment: Fiscal 2027 guidance exceeded expectations. Management forecast roughly 15% revenue growth, supported by hyperscaler spending, data-center switching and broader networking upgrades. Several firms—including UBS, Truist, Wells Fargo, KeyCorp, Morgan Stanley and Rosenblatt—raised their price targets and maintained bullish ratings, suggesting long-term upside if the AI networking cycle continues. Cisco Just Gave Investors Three Big Reasons to Be Bullish
• Neutral Sentiment: The market is demanding faster growth. Despite the earnings beat and upbeat outlook, Cisco’s shares have decreased because expectations were already elevated after a substantial rally. Investors are questioning whether the company’s AI momentum can remain strong beyond the current infrastructure buildout and whether Cisco’s premium valuation is justified. Cisco Shares Slide Despite Earnings Beat and Strong Guidance
• Negative Sentiment: Margin pressure is the primary concern. AI infrastructure growth is arriving mainly through lower-margin hardware, creating mix-related gross-margin compression and raising questions about how profitably Cisco can scale orders. HSBC downgraded CSCO to Hold from Buy and reduced its price target to $120 from $137, citing a lack of near-term catalysts even after the strong quarter. Cisco Beat on Every Line, Then Fell on What AI Costs to Ship

Insider Buying and Selling

In other Cisco Systems news, EVP Thimaya K. Subaiya sold 7,127 shares of the firm's stock in a transaction that occurred on Tuesday, June 16th. The shares were sold at an average price of $119.91, for a total transaction of $854,598.57. Following the sale, the executive vice president owned 140,857 shares of the company's stock, valued at approximately $16,890,162.87. This trade represents a 4.82% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Charles Robbins sold 21,400 shares of the business's stock in a transaction that occurred on Friday, May 22nd. The stock was sold at an average price of $120.03, for a total transaction of $2,568,642.00. Following the sale, the chief executive officer owned 637,085 shares of the company's stock, valued at $76,469,312.55. This represents a 3.25% decrease in their position. 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 31,134 shares of company stock worth $3,739,000 over the last 90 days. 0.01% of the stock is owned by insiders.

Cisco Systems Stock Performance

Shares of CSCO stock opened at $111.68 on Friday. The company has a market cap of $440.18 billion, a P/E ratio of 33.44, a PEG ratio of 2.52 and a beta of 1.02. The firm has a fifty day moving average price of $117.03 and a 200 day moving average price of $99.09. The company has a current ratio of 0.93, a quick ratio of 0.81 and a debt-to-equity ratio of 0.39. Cisco Systems, Inc. has a 12 month low of $65.75 and a 12 month high of $130.37.

Cisco Systems (NASDAQ:CSCO - Get Free Report) last posted its quarterly earnings results on Wednesday, August 12th. The network equipment provider reported $1.22 earnings per share for the quarter, beating analysts' consensus estimates of $1.17 by $0.05. The company had revenue of $17.25 billion for the quarter, compared to analysts' expectations of $16.84 billion. Cisco Systems had a return on equity of 30.16% and a net margin of 20.95%.Cisco Systems's quarterly revenue was up 17.6% on a year-over-year basis. During the same period last year, the firm earned $0.99 earnings per share. 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. Sell-side analysts predict that Cisco Systems, Inc. will post 4.09 earnings per share for the current fiscal year.

Cisco Systems Dividend Announcement

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

Analyst Upgrades and Downgrades

Several equities analysts have commented on the stock. Citigroup boosted their price target on shares of Cisco Systems from $90.00 to $112.00 and gave the stock a "buy" rating in a research note on Thursday, May 14th. CICC Research lifted their target price on Cisco Systems from $96.00 to $125.00 and gave the company an "outperform" rating in a report on Monday, May 18th. Weiss Ratings raised Cisco Systems from a "buy (b-)" rating to a "buy (b)" rating in a research note on Friday, May 29th. Evercore increased their price target on Cisco Systems from $110.00 to $150.00 and gave the company an "outperform" rating in a research report on Thursday, May 14th. Finally, Truist Financial boosted their price objective on Cisco Systems from $125.00 to $140.00 and gave the stock a "buy" rating in a research report on Thursday. One research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and seven have given a Hold rating to the company's stock. According to MarketBeat, Cisco Systems has an average rating of "Moderate Buy" and a consensus price target of $129.43.

About Cisco Systems

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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