BIP Wealth LLC Takes $2.88 Million Position in Cisco Systems, Inc. $CSCO

BIP Wealth LLC acquired a new position in shares of Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 24,560 shares of the network equipment provider's stock, valued at approximately $2,885,000.

A number of other institutional investors and hedge funds also recently modified their holdings of CSCO. Cozad Asset Management Inc. increased its position in Cisco Systems by 0.3% during the first quarter. Cozad Asset Management Inc. now owns 26,203 shares of the network equipment provider's stock worth $2,033,000 after acquiring an additional 87 shares during the period. Dogwood Wealth Management LLC boosted its holdings in Cisco Systems by 3.9% in the 2nd quarter. Dogwood Wealth Management LLC now owns 2,413 shares of the network equipment provider's stock valued at $283,000 after purchasing an additional 90 shares during the period. Financial Insights Inc. grew its position in shares of Cisco Systems by 1.5% during the 1st quarter. Financial Insights Inc. now owns 6,220 shares of the network equipment provider's stock worth $483,000 after purchasing an additional 92 shares in the last quarter. CPA Asset Management Group LLC increased its holdings in shares of Cisco Systems by 1.8% during the second quarter. CPA Asset Management Group LLC now owns 5,335 shares of the network equipment provider's stock worth $627,000 after purchasing an additional 93 shares during the period. Finally, Southern Financial Group LLC raised its position in shares of Cisco Systems by 1.1% in the first quarter. Southern Financial Group LLC now owns 9,159 shares of the network equipment provider's stock valued at $711,000 after buying an additional 102 shares in the last quarter. 73.33% of the stock is owned by institutional investors.

Analysts Set New Price Targets

A number of research analysts recently commented on CSCO shares. The Goldman Sachs Group raised their price target on Cisco Systems from $116.00 to $125.00 and gave the stock a "neutral" rating in a research report on Wednesday, June 3rd. Citic Securities increased their price objective on shares of Cisco Systems from $90.00 to $130.00 in a research note on Friday, May 15th. Wells Fargo & Company raised their target price on shares of Cisco Systems from $130.00 to $150.00 and gave the company an "overweight" rating in a report on Thursday. Evercore boosted their target price on shares of Cisco Systems from $110.00 to $150.00 and gave the company an "outperform" rating in a research report on Thursday, May 14th. Finally, Citigroup increased their price target on shares of Cisco Systems from $90.00 to $112.00 and gave the stock a "buy" rating in a research report on Thursday, May 14th. One research analyst has 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 MarketBeat, the company has an average rating of "Moderate Buy" and an average target price of $129.43.

Insider Activity at Cisco Systems

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

Cisco Systems Price Performance

Shares of CSCO opened at $111.68 on Friday. The business has a 50-day moving average of $117.03 and a 200-day moving average of $99.09. The company has a debt-to-equity ratio of 0.39, a current ratio of 0.93 and a quick ratio of 0.81. The company has a market capitalization of $440.18 billion, a price-to-earnings ratio of 33.44, a price-to-earnings-growth ratio of 2.56 and a beta of 1.02. Cisco Systems, Inc. has a 1 year low of $65.75 and a 1 year high of $130.37.

Cisco Systems (NASDAQ:CSCO - Get Free Report) last released its 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. 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 during the quarter, compared to the consensus estimate of $16.84 billion. During the same quarter in the prior year, the firm posted $0.99 EPS. The company's revenue for the quarter 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. As a group, equities research analysts anticipate that Cisco Systems, Inc. will post 4 earnings per share for the current year.

Cisco Systems Announces Dividend

The company also recently announced 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. This represents a $1.68 dividend on an annualized basis and a yield of 1.5%. The ex-dividend date of this dividend is Friday, October 2nd. Cisco Systems's dividend payout ratio (DPR) is currently 54.55%.

More Cisco Systems News

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

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.

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