B. Metzler seel. Sohn & Co. AG Reduces Holdings in Cisco Systems, Inc. $CSCO

Key Points

• B. Metzler seel. Sohn & Co. AG cut its Cisco stake by 14.9% in the second quarter, selling 141,659 shares and retaining 809,027 shares valued at approximately $95 million. Institutional investors collectively own 73.33% of Cisco.
• Cisco reported strong quarterly results, with earnings of $1.22 per share and revenue of $17.25 billion, up 17.6% year over year and above analyst expectations. AI infrastructure demand was identified as a major growth catalyst.
• Analysts remain generally bullish, with a consensus “Moderate Buy” rating and an average price target of $129.43, while concerns about margin pressure, recurring-revenue growth and Cisco’s premium valuation temper optimism. The company also declared a quarterly dividend of $0.42 per share, yielding about 1.5% annually.

B. Metzler seel. Sohn & Co. AG trimmed its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) by 14.9% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 809,027 shares of the network equipment provider's stock after selling 141,659 shares during the period. Cisco Systems makes up 0.8% of B. Metzler seel. Sohn & Co. AG's portfolio, making the stock its 28th biggest position. B. Metzler seel. Sohn & Co. AG's holdings in Cisco Systems were worth $95,028,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. MidAtlantic Capital Management Inc. purchased a new position in Cisco Systems in the 4th quarter valued at about $25,000. Intesa Sanpaolo Wealth Management acquired a new position in shares of Cisco Systems in the fourth quarter worth about $25,000. Networth Advisors LLC boosted its holdings in Cisco Systems by 276.4% in the first quarter. Networth Advisors LLC now owns 335 shares of the network equipment provider's stock valued at $26,000 after purchasing an additional 246 shares during the last quarter. Financial Life Planners purchased a new position in Cisco Systems in the first quarter valued at about $27,000. Finally, Manning & Napier Advisors LLC grew its stake in Cisco Systems by 137.0% during the 1st quarter. Manning & Napier Advisors LLC now owns 346 shares of the network equipment provider's stock valued at $27,000 after purchasing an additional 200 shares in the last quarter. Hedge funds and other institutional investors own 73.33% of the company's stock.

Insider Transactions at Cisco Systems

In other Cisco Systems news, EVP Oliver Tuszik sold 2,760 shares of Cisco Systems stock in a transaction that occurred on Friday, August 14th. The stock was sold at an average price of $112.46, for a total value of $310,389.60. Following the completion of the transaction, 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 legal filing with the SEC, which is available at 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 the company's stock in a transaction that occurred on Friday, August 14th. The shares were sold at an average price of $111.53, for a total value of $723,495.11. Following the transaction, the executive vice president directly owned 167,116 shares of the company's stock, valued at $18,638,447.48. This trade represents 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. Insiders have sold a total of 53,611 shares of company stock valued at $6,066,680 over the last ninety days. Insiders own 0.01% of the company's stock.

Analyst Upgrades and Downgrades

A number of equities analysts have issued reports on CSCO shares. Wells Fargo & Company upped their target price on Cisco Systems from $130.00 to $150.00 and gave the company an "overweight" rating in a research report on Thursday, August 13th. Zacks Research lowered shares of Cisco Systems from a "strong-buy" rating to a "hold" rating in a research note on Tuesday, August 4th. Rosenblatt Securities upped their price target on shares of Cisco Systems from $150.00 to $165.00 and gave the company a "buy" rating in a report on Thursday, August 13th. Bank of America increased their price objective on shares of Cisco Systems from $135.00 to $150.00 and gave the company a "buy" rating in a research note on Monday, June 8th. Finally, Morgan Stanley boosted their target price on shares of Cisco Systems from $130.00 to $135.00 and gave the stock an "overweight" rating in a research report on Thursday, August 13th. Two analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and seven have issued a Hold rating to the company's stock. According to data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus target price of $129.43.

Cisco Systems Stock Performance

Cisco Systems stock opened at $109.59 on Friday. 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, Inc. has a 12 month low of $66.13 and a 12 month high of $130.37. The company has a fifty day moving average price of $116.22 and a two-hundred day moving average price of $100.16. The company has a market cap of $431.94 billion, a PE ratio of 32.81, a P/E/G ratio of 2.35 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 earnings per share for the quarter, topping 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 analysts' expectations of $16.84 billion. During the same period in the prior year, the company earned $0.99 earnings per share. 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. Research analysts expect that Cisco Systems, Inc. will post 4.09 earnings per share for the current year.

Cisco Systems Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, October 21st. Investors 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 50.30%.

Cisco Systems News Summary

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

• Positive Sentiment: AI infrastructure demand remains a major growth catalyst. Cisco reported $4 billion in AI infrastructure orders during the quarter, helping drive record fiscal-year results. Product revenue increased 24% year over year, while total quarterly revenue rose 18% to $17.25 billion and adjusted earnings exceeded consensus estimates. Cisco Q4 2026 Earnings Call Transcript
• Positive Sentiment: Analysts see additional upside potential. Bank of America reiterated a Buy rating and a $150 price target, indicating confidence in Cisco’s AI networking opportunity, although execution on a key business issue will remain important. BofA makes bold call on Cisco stock after earnings
• Positive Sentiment: Expansion into streaming infrastructure could broaden Cisco’s opportunity. Demand for low-latency live video, AI-enabled media workflows and expanded content-delivery capacity is highlighting Cisco’s networking equipment as a potential beneficiary. What Could Cisco Systems Gain From The Streaming Infrastructure Boom?
• Neutral Sentiment: An executive sold 5,832 shares worth approximately $650,000 under a pre-arranged Rule 10b5-1 trading plan. Because the sale represented only 4.35% of the executive’s holdings and was scheduled in advance, it may have limited fundamental significance. Cisco executive SEC filing
• Negative Sentiment: The market is concerned that strong AI orders may not fully translate into near-term earnings growth. Analysts cited margin pressure, softer recurring revenue growth and Cisco’s premium valuation as reasons to remain cautious, producing a “hold” view from some commentators despite the revenue beat. Cisco Drops 10% Post Q4 Earnings

Cisco Systems Company 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.

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