Blue Capital Inc. Grows Position in Cisco Systems, Inc. $CSCO

Key Points

• Blue Capital significantly increased its Cisco position by 753% in the second quarter, ending with 22,911 shares valued at approximately $2.69 million. Institutional investors collectively own 73.33% of Cisco.
• Cisco reported a strong quarter, with earnings of $1.22 per share and revenue of $17.25 billion, exceeding estimates; revenue increased 17.6% year over year, supported by AI infrastructure demand and approximately $4 billion in related orders.
• Analyst sentiment remains generally positive, with a “Moderate Buy” consensus and an average price target of $129.43, although valuation concerns and recent insider stock sales remain potential risks.

Blue Capital Inc. boosted its position in Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) by 753.0% during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 22,911 shares of the network equipment provider's stock after acquiring an additional 20,225 shares during the period. Cisco Systems accounts for 1.7% of Blue Capital Inc.'s investment portfolio, making the stock its 17th biggest position. Blue Capital Inc.'s holdings in Cisco Systems were worth $2,691,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Patron Partners LLC lifted its position in Cisco Systems by 6.8% during the 2nd quarter. Patron Partners LLC now owns 19,608 shares of the network equipment provider's stock valued at $2,303,000 after acquiring an additional 1,253 shares during the period. OneAscent Wealth Management LLC purchased a new position in Cisco Systems during the second quarter valued at $255,000. OneAscent Family Office LLC grew its stake in shares of Cisco Systems by 56.1% in the second quarter. OneAscent Family Office LLC now owns 9,660 shares of the network equipment provider's stock worth $1,135,000 after acquiring an additional 3,470 shares during the last quarter. Greenspring Advisors LLC increased its holdings in shares of Cisco Systems by 1.9% during the second quarter. Greenspring Advisors LLC now owns 7,865 shares of the network equipment provider's stock valued at $924,000 after acquiring an additional 150 shares in the last quarter. Finally, LaSalle St. Investment Advisors LLC bought a new position in shares of Cisco Systems during the second quarter valued at $251,000. Institutional investors own 73.33% of the company's stock.

Insider Transactions at Cisco Systems

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

Cisco Systems News Roundup

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

• Positive Sentiment: AI infrastructure orders are supporting Cisco’s growth outlook. Cisco reportedly received approximately $4 billion in AI infrastructure orders during the quarter. Product revenue rose 24% year over year, helping produce record fiscal 2026 results and reinforcing the company’s position as a supplier of networking equipment for AI data centers. Cisco Stock: Buy or Sell?
• Positive Sentiment: Analyst sentiment remains favorable. Recent research updates raised several price targets, including targets of $135 from Morgan Stanley, $140 from Truist Financial, $150 from Bank of America and $165 from Rosenblatt Securities. Cisco has a consensus rating of “Moderate Buy,” suggesting analysts see additional upside if AI-networking demand translates into sustained earnings growth. Cisco Systems Receives a Rating Update
• Positive Sentiment: Streaming infrastructure may provide another growth opportunity. Rising demand for low-latency live video, expanded content-delivery capacity and AI-enabled media workflows could increase demand for Cisco’s networking products among streaming platforms, enterprises and cloud providers. What Could Cisco Systems Gain From The Streaming Infrastructure Boom?
• Neutral Sentiment: An executive sold 5,832 shares valued at approximately $650,000 under a pre-arranged Rule 10b5-1 trading plan. The transaction reduced the executive’s holdings by 4.35%, but the scheduled nature of the sale and substantial remaining ownership lessen its significance as a bearish signal. Cisco Executive SEC Filing
• Negative Sentiment: Valuation and execution risks remain. With Cisco trading at more than 32 times earnings, investors may be concerned that margin pressure, slower recurring-revenue growth or delays in converting AI orders into profits could limit near-term upside.

Analyst Ratings Changes

Several research analysts have issued reports on the stock. Bank of America lifted their target price on shares of Cisco Systems from $135.00 to $150.00 and gave the stock a "buy" rating in a report on Monday, June 8th. HSBC cut Cisco Systems from a "buy" rating to a "hold" rating and lowered their price objective for the company from $137.00 to $120.00 in a research report on Friday, August 14th. Truist Financial upped their price target on Cisco Systems from $125.00 to $140.00 and gave the company a "buy" rating in a report on Thursday, August 13th. Morgan Stanley boosted their target price on Cisco Systems from $130.00 to $135.00 and gave the stock an "overweight" rating in a research report on Thursday, August 13th. Finally, Piper Sandler lifted their price target on shares of Cisco Systems from $86.00 to $132.00 and gave the stock a "neutral" rating in a research note on Thursday, May 14th. Two investment analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating and seven have issued a Hold rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and a consensus target price of $129.43.

Cisco Systems Price Performance

Shares of CSCO stock opened at $111.04 on Friday. The company has a market capitalization of $437.66 billion, a P/E ratio of 33.25, a P/E/G ratio of 2.33 and a beta of 1.02. The company's 50-day simple moving average is $116.02 and its two-hundred day simple moving average is $100.24. Cisco Systems, Inc. has a one year low of $66.13 and a one year high of $130.37. 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 (NASDAQ:CSCO - Get Free Report) last posted its earnings results on Wednesday, August 12th. The network equipment provider reported $1.22 EPS for the quarter, beating analysts' consensus estimates of $1.17 by $0.05. The business had revenue of $17.25 billion for the quarter, compared to the consensus estimate of $16.84 billion. Cisco Systems had a net margin of 20.95% and a return on equity of 30.16%. The company's revenue for the quarter was up 17.6% on a year-over-year basis. During the same quarter last year, the firm posted $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. As a group, equities analysts anticipate that Cisco Systems, Inc. will post 4.09 EPS 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 issued a dividend of $0.42 per share. The ex-dividend date of this dividend is Friday, October 2nd. This represents a $1.68 dividend on an annualized basis and a dividend yield of 1.5%. Cisco Systems's payout ratio is 50.30%.

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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