Cisco Systems, Inc. $CSCO Holdings Decreased by Quintet Private Bank Europe S.A.

Key Points

• Quintet Private Bank Europe S.A. cut its Cisco position by 56.4% in the third quarter, selling 67,754 shares and retaining 52,327 shares valued at approximately $5.64 million. Institutional investors still own 73.33% of Cisco’s stock.
• Analyst sentiment remains constructive but mixed: Cisco has a consensus “Moderate Buy” rating and an average price target of $128.52, with recent ratings ranging from “Hold” to “Strong Buy.”
• Cisco reported quarterly earnings and revenue above expectations, with revenue up 17.6% year over year, and declared a quarterly dividend of $0.42 per share, equivalent to a 1.5% annual yield.

Quintet Private Bank Europe S.A. lowered its position in Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) by 56.4% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 52,327 shares of the network equipment provider's stock after selling 67,754 shares during the quarter. Quintet Private Bank Europe S.A.'s holdings in Cisco Systems were worth $5,644,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds have also bought and sold shares of the company. Cozad Asset Management Inc. increased its holdings in shares of 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 valued at $2,033,000 after acquiring an additional 87 shares in the last quarter. Dogwood Wealth Management LLC increased its stake in Cisco Systems by 3.9% during 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 in the last quarter. August Group Capital Ltd raised its holdings in Cisco Systems by 2.0% in the second quarter. August Group Capital Ltd now owns 4,723 shares of the network equipment provider's stock worth $555,000 after buying an additional 91 shares during the last quarter. Financial Insights Inc. lifted its stake in shares of Cisco Systems by 1.5% in the first quarter. Financial Insights Inc. now owns 6,220 shares of the network equipment provider's stock worth $483,000 after buying an additional 92 shares in the last quarter. Finally, CPA Asset Management Group LLC grew 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 valued at $627,000 after buying an additional 93 shares during the last quarter. 73.33% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

Several analysts have commented on CSCO shares. HSBC downgraded Cisco Systems from a "buy" rating to a "hold" rating and cut their target price for the company from $137.00 to $120.00 in a research note on Friday, August 14th. Rosenblatt Securities raised their price target on Cisco Systems from $150.00 to $165.00 and gave the stock a "buy" rating in a research note on Thursday, August 13th. Morgan Stanley upped their target price on shares of Cisco Systems from $130.00 to $135.00 and gave the company an "overweight" rating in a report on Thursday, August 13th. Piper Sandler decreased their price objective on Cisco Systems from $132.00 to $125.00 and set a "neutral" rating on the stock in a research note on Tuesday, September 22nd. Finally, Barclays increased their price target on Cisco Systems from $121.00 to $123.00 and gave the stock an "equal weight" rating in a research note on Thursday, August 13th. Three analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and seven have issued a Hold rating to the stock. Based on data from MarketBeat, Cisco Systems currently has an average rating of "Moderate Buy" and a consensus target price of $128.52.

Insider Activity

In other news, EVP Oliver Tuszik sold 680 shares of Cisco Systems stock in a transaction on Monday, September 14th. The stock was sold at an average price of $110.18, for a total transaction of $74,922.40. Following the completion of the sale, the executive vice president directly owned 163,337 shares in the company, valued at approximately $17,996,470.66. This trade represents a 0.41% 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, EVP Thimaya Subaiya sold 312 shares of Cisco Systems stock in a transaction that occurred on Monday, September 14th. The shares were sold at an average price of $110.18, for a total transaction of $34,376.16. Following the sale, the executive vice president directly owned 127,661 shares of the company's stock, valued at $14,065,688.98. This represents a 0.24% 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 44,869 shares of company stock worth $5,005,620 in the last three months. Corporate insiders own 0.01% of the company's stock.

Cisco Systems Price Performance

Shares of CSCO stock traded down $2.04 during trading hours on Thursday, hitting $115.35. The stock had a trading volume of 3,862,127 shares, compared to its average volume of 22,450,172. The stock has a market capitalization of $454.78 billion, a price-to-earnings ratio of 34.48, a PEG ratio of 2.47 and a beta of 0.99. The stock's 50-day moving average price is $112.11 and its two-hundred day moving average price is $107.43. 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 one year low of $66.81 and a one year high of $130.37.

Cisco Systems (NASDAQ:CSCO - Get Free Report) last posted 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 firm had revenue of $17.25 billion for the quarter, compared to the consensus estimate of $16.84 billion. During the same period in the previous year, the firm posted $0.99 EPS. The business's quarterly revenue was up 17.6% on a year-over-year basis. 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. Equities analysts forecast that Cisco Systems, Inc. will post 4.41 EPS for the current year.

Cisco Systems Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, October 21st. Shareholders of record on Friday, October 2nd will be given a dividend of $0.42 per share. The ex-dividend date is Friday, October 2nd. This represents a $1.68 dividend on an annualized basis and a yield of 1.5%. Cisco Systems's payout ratio is 50.30%.

Trending Headlines about Cisco Systems

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

• Positive Sentiment: Cisco unveiled new agentic AI capabilities across Webex, workplace management and customer experience. The updates include Claude-powered agents in Webex that can analyze data, create content and execute tasks using enterprise context, potentially strengthening Cisco’s competitive position in enterprise collaboration. Cisco Unveils New Agentic Collaboration Experiences
• Positive Sentiment: The product rollout also includes a Google Meet partnership for Cisco devices, a new customer-experience platform and RoomOS 27, expected in November. These initiatives could create additional software and services opportunities beyond Cisco’s traditional networking hardware. Cisco unveils agentic AI tools across Webex, workplace and CX
• Positive Sentiment: AI infrastructure demand remains a key catalyst. Coverage points to Cisco’s fifth consecutive earnings beat and a buildup in AI-related orders, while Supermicro servers entering Cisco’s AI factory channel could help expand the company’s role in AI data-center deployments. Cisco Stock Gains as Supermicro Servers Enter Its AI Factory Channel
• Positive Sentiment: Cisco also announced a FIPS-validated post-quantum security application, reinforcing its cybersecurity portfolio as customers prepare for evolving encryption threats. Cisco Added a FIPS Validated Post Quantum Security App
• Neutral Sentiment: Investor commentary remains constructive but divided: analysts see a possible new growth phase, while the key question is whether AI enthusiasm and recent earnings beats are already reflected in CSCO’s valuation. Cisco Could Be Entering a New Growth Phase
• Negative Sentiment: With Cisco trading at roughly 35 times earnings and near its one-year high, valuation and the possibility that the AI-driven rally has priced in much of the improvement are reasons some investors may wait for a better entry point. What Is the Case for Waiting on Cisco Stock?

About Cisco Systems

Cisco Systems, Inc is a global technology company that develops networking, cybersecurity, collaboration, observability and data center solutions. Its products and services help businesses, governments, educational institutions and other organizations connect users and devices, manage infrastructure, protect digital environments and support cloud-based operations.

Cisco's portfolio includes routers and switches, wireless networking equipment, network management software, firewalls, identity and access tools, endpoint security products, collaboration applications and observability platforms.

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