Brasada Capital Management LP Buys New Position in Cisco Systems, Inc. $CSCO

Key Points

• Brasada Capital Management initiated a Cisco stake of 37,016 shares valued at approximately $4.35 million in the second quarter; institutional investors now own 73.33% of the company.
• Cisco reported quarterly earnings of $1.22 per share and revenue of $17.25 billion, beating analyst expectations, while revenue increased 17.6% year over year.
• The company declared a quarterly dividend of $0.42 per share, equivalent to a 1.5% yield, and analysts maintain a “Moderate Buy” consensus with an average price target of $129.43.

Brasada Capital Management LP bought a new stake in Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm bought 37,016 shares of the network equipment provider's stock, valued at approximately $4,348,000.

Other institutional investors also recently added to or reduced their stakes in the company. Bridgewater Advisors Inc. acquired a new position in shares of Cisco Systems in the second quarter valued at $6,442,000. World Investment Advisors increased its holdings in Cisco Systems by 15.4% in the 4th quarter. World Investment Advisors now owns 198,549 shares of the network equipment provider's stock valued at $13,905,000 after buying an additional 26,455 shares during the period. WCG Wealth Advisors LLC lifted its holdings in shares of Cisco Systems by 101.8% during the 4th quarter. WCG Wealth Advisors LLC now owns 107,306 shares of the network equipment provider's stock worth $8,266,000 after acquiring an additional 54,141 shares during the period. Vise Technologies Inc. boosted its position in shares of Cisco Systems by 47.1% during the 4th quarter. Vise Technologies Inc. now owns 200,341 shares of the network equipment provider's stock valued at $15,432,000 after acquiring an additional 64,144 shares in the last quarter. Finally, ABN AMRO Bank N.V. bought a new stake in Cisco Systems in the second quarter valued at about $19,114,000. 73.33% of the stock is owned by institutional investors.

Cisco Systems Trading Down 0.2%

Shares of CSCO stock opened at $112.15 on Friday. The company has a market capitalization of $442.03 billion, a P/E ratio of 33.58, a P/E/G ratio of 2.20 and a beta of 1.02. Cisco Systems, Inc. has a 12-month low of $66.13 and a 12-month high of $130.37. The company has a quick ratio of 0.79, a current ratio of 0.93 and a debt-to-equity ratio of 0.39. The firm has a 50-day moving average price of $115.41 and a 200 day moving average price of $101.18.

Cisco Systems (NASDAQ:CSCO - Get Free Report) last issued its quarterly earnings data on Wednesday, August 12th. The network equipment provider reported $1.22 earnings per share for the quarter, topping the consensus estimate of $1.17 by $0.05. The firm had revenue of $17.25 billion for the quarter, compared to analysts' expectations of $16.84 billion. Cisco Systems had a net margin of 20.95% and a return on equity of 30.16%. The company's quarterly revenue was up 17.6% compared to the same quarter last year. During the same period in the prior 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. Research analysts forecast that Cisco Systems, Inc. will post 4.44 earnings per share for the current fiscal year.

Cisco Systems Announces Dividend

The firm also recently declared 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. 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 50.30%.

Wall Street Analyst Weigh In

Several research analysts recently issued reports on CSCO shares. Truist Financial increased their price target on shares of Cisco Systems from $125.00 to $140.00 and gave the stock a "buy" rating in a research report on Thursday, August 13th. Morgan Stanley upped their price objective on Cisco Systems from $130.00 to $135.00 and gave the company an "overweight" rating in a research note on Thursday, August 13th. BNP Paribas Exane increased their target price on Cisco Systems from $87.00 to $132.00 and gave the stock an "outperform" rating in a report on Thursday, May 14th. Barclays raised their target price on Cisco Systems from $121.00 to $123.00 and gave the stock an "equal weight" rating in a research report on Thursday, August 13th. Finally, KeyCorp boosted their price target on Cisco Systems from $130.00 to $135.00 and gave the company an "overweight" rating in a research note on Thursday, August 13th. Two investment analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating and seven have given a Hold rating to the company's stock. Based on data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and a consensus target price of $129.43.

Insider Activity

In other Cisco Systems news, EVP Deborah L. Stahlkopf sold 6,487 shares of Cisco Systems stock in a transaction on Friday, August 14th. The stock was sold at an average price of $111.53, for a total value of $723,495.11. Following the completion of the transaction, the executive vice president owned 167,116 shares in the company, valued at approximately $18,638,447.48. The trade was a 3.74% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed 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 the business's stock in a transaction 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 completion of the transaction, the executive vice president directly owned 128,382 shares in the company, valued at approximately $14,310,741.54. This represents 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 sold 53,611 shares of company stock worth $6,066,680. 0.01% of the stock is currently owned by insiders.

Trending Headlines about Cisco Systems

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

• Positive Sentiment: Morgan Stanley maintained a $135 price target and cited Cisco’s potential supply advantage through TSMC amid shortages affecting the AI infrastructure industry. The endorsement suggests analysts see room for further appreciation from current levels. Morgan Stanley keeps Cisco at $135 on TSMC supply edge
• Positive Sentiment: AI networking demand remains a key catalyst. Reports point to strong hyperscaler orders, networking growth, and Cisco’s expanding security portfolio as advantages over Hewlett Packard Enterprise for long-term investors. HPE vs. CSCO: Which Stock Has an Edge in the Networking Space?
• Positive Sentiment: Cisco is expanding its partnership with NVIDIA around AI infrastructure and liquid-cooling systems, positioning the company to benefit as data centers adopt higher-density AI computing. Its Secure AI Factory initiative also embeds cybersecurity into AI deployments, potentially supporting software and security growth. Nvidia's AI Chips Are Making Liquid Cooling the New Standard as Cisco Expands Its AI Bet Cisco Expands Secure AI Factory
• Positive Sentiment: Cisco’s move into rack-scale compute through a Supermicro-related AI infrastructure partnership could increase its share of AI buildout spending beyond traditional networking hardware. Cisco just broke its biggest hardware rule to chase the AI boom
• Neutral Sentiment: Cisco gave all 90,000 employees access to personal AI agents, demonstrating internal AI adoption and potentially improving productivity, though the near-term financial impact is unclear. Cisco Gave All 90,000 Employees Their Own AI Agent
• Negative Sentiment: A customer success story describes Spicer Group replacing its Cisco-based networking stack with open-source VyOS across 13 sites. While only one customer example, it highlights the competitive risk from lower-cost, flexible alternatives. VyOS Powers Spicer Group's Cisco-to-Open-Source Network Transformation

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.

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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