Cisco Systems, Inc. $CSCO Holdings Lifted by Vestor Capital LLC

Key Points

• Vestor Capital increased its Cisco stake by 1,301.4% in the third quarter, ending with 18,008 shares valued at about $1.94 million. Institutional investors collectively own 73.33% of Cisco’s stock.
• Cisco reported quarterly EPS of $1.22, topping the $1.17 consensus, while revenue rose 17.6% year over year to $17.25 billion. The company also issued fiscal 2027 EPS guidance of $5.05–$5.11.
• Company insiders sold 44,869 shares worth about $5.01 million over 90 days, with the reported executive sales made under pre-arranged trading plans. Analysts’ consensus rating was “Moderate Buy,” with an average price target of $127.87.

Vestor Capital LLC lifted its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) by 1,301.4% in the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 18,008 shares of the network equipment provider's stock after buying an additional 16,723 shares during the quarter. Vestor Capital LLC's holdings in Cisco Systems were worth $1,938,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of the business. 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. Green Ridge Wealth Planning LLC boosted its holdings in Cisco Systems by 1.5% in the 3rd quarter. Green Ridge Wealth Planning LLC now owns 6,017 shares of the network equipment provider's stock valued at $648,000 after purchasing an additional 90 shares during the period. August Group Capital Ltd boosted its holdings in Cisco Systems by 2.0% in the 2nd quarter. August Group Capital Ltd now owns 4,723 shares of the network equipment provider's stock valued at $555,000 after purchasing an additional 91 shares during the period. Finally, 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. 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 the business's stock in a transaction dated Friday, August 14th. The stock was sold at an average price of $112.46, for a total transaction of $310,389.60. Following the completion of the transaction, the executive vice president owned 165,276 shares of the company's stock, valued at approximately $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 Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Charles Robbins sold 21,628 shares of the stock in a transaction dated Friday, August 14th. The stock was sold at an average price of $111.54, for a total transaction of $2,412,387.12. Following the completion of the transaction, the chief executive officer directly owned 602,710 shares of the company's stock, valued at $67,226,273.40. This trade represents a 3.46% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders have sold 44,869 shares of company stock valued at $5,005,620. Company insiders own 0.01% of the company's stock.

Cisco Systems Stock Up 5.1%

NASDAQ CSCO opened at $98.65 on Tuesday. The business has a fifty day moving average price of $108.59 and a two-hundred day moving average price of $101.75. 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 fifty-two week low of $71.10 and a fifty-two week high of $130.37. The stock has a market capitalization of $388.94 billion, a PE ratio of 29.54, a PEG ratio of 2.16 and a beta of 1.01.

Cisco Systems (NASDAQ:CSCO - Get Free Report) last issued its quarterly earnings results on Wednesday, August 12th. The network equipment provider reported $1.22 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.17 by $0.05. Cisco Systems had a return on equity of 30.16% and a net margin of 20.95%. The company had revenue of $17.25 billion for the quarter, compared to analyst estimates of $16.84 billion. During the same quarter last year, the company 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. Equities analysts expect that Cisco Systems, Inc. will post 4.42 earnings per share for the current fiscal year.

Cisco Systems Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Wednesday, October 21st. Shareholders of record on Friday, October 2nd were given a $0.42 dividend. This represents a $1.68 dividend on an annualized basis and a yield of 1.7%. The ex-dividend date was Friday, October 2nd. Cisco Systems's payout ratio is currently 50.30%.

Wall Street Analysts Forecast Growth

Several research analysts have recently commented on CSCO shares. Wall Street Zen cut shares of Cisco Systems from a "buy" rating to a "hold" rating in a report on Saturday. Freedom Capital upgraded shares of Cisco Systems from a "hold" rating to a "strong-buy" rating in a research report on Sunday, August 16th. 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. Morgan Stanley downgraded Cisco Systems from an "overweight" rating to an "equal weight" rating and reduced their price target for the stock from $135.00 to $120.00 in a research report on Thursday, November 5th. Finally, Piper Sandler lowered 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. Three research analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating and eight have assigned a Hold rating to the company. According to MarketBeat, Cisco Systems presently has a consensus rating of "Moderate Buy" and an average price target of $127.87.

Key Headlines Impacting Cisco Systems

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

• Positive Sentiment: Cisco is expanding its AI-security tools: AI Defense will use Anthropic’s Claude Mythos for adversarial testing of AI applications and agents, alongside new Splunk Agent Observability and Cisco IQ capabilities. The launch could strengthen Cisco’s position as businesses seek ways to secure and monitor AI agents. Cisco AI security announcement
• Positive Sentiment: One analysis suggests Cisco shares could be undervalued by about 15%, offering a potential valuation argument for investors. Cisco valuation analysis
• Neutral Sentiment: The November 12 earnings report is the main near-term catalyst. Investors will look for evidence that AI infrastructure demand supports Cisco’s growth and its stated $7.5 billion AI target; options trading points to expectations of a potentially large post-earnings move. Cisco earnings and options outlook
• Negative Sentiment: Risk appetite remains a headwind: reports cite a roughly 20% decline in CSCO and a $145 billion loss in market value from its peak, while ETFs were net sellers of $64.1 million in shares on November 5. ETF flows for Cisco
• Negative Sentiment: A Morgan Stanley analyst reportedly moved Cisco to Equal-weight, adding to caution ahead of results. Investors may also be wary if earnings fail to reassure the market about AI-related demand. Cisco earnings expectations and AI concerns

Cisco Systems Company Profile

Cisco Systems, Inc develops networking, cybersecurity, collaboration and observability technologies for businesses, governments and other organizations. Its products include routers, switches, wireless systems and data center infrastructure, along with security software and services that help organizations connect and protect their networks.

The company also provides collaboration tools through its Webex platform and observability capabilities through its software offerings, including technology from Splunk, which Cisco acquired in 2024.

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