Cisco Systems, Inc. $CSCO Holdings Raised by MRA Advisory Group

Key Points

• MRA Advisory Group increased its Cisco stake by 327.4% in the second quarter, bringing its holdings to 17,937 shares valued at approximately $2.1 million. Institutional investors collectively own 73.33% of CSCO.
• Analysts maintain a broadly positive outlook, with a consensus “Moderate Buy” rating and an average price target of $123.14. Cisco also raised its fiscal 2026 AI infrastructure order forecast to approximately $9 billion, though cautious IT spending and valuation concerns remain risks.
• Cisco shares opened at $121.43, near their 12-month high of $130.37, while insiders sold 47,650 shares worth about $5.7 million over the past 90 days. The company reported quarterly revenue growth of 12% year over year and pays an annualized dividend of $1.68 per share.

MRA Advisory Group lifted its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) by 327.4% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 17,937 shares of the network equipment provider's stock after acquiring an additional 13,740 shares during the period. Cisco Systems comprises approximately 0.8% of MRA Advisory Group's holdings, making the stock its 28th largest holding. MRA Advisory Group's holdings in Cisco Systems were worth $2,107,000 at the end of the most recent quarter.

Several other large investors have also recently added to or reduced their stakes in CSCO. Beaird Harris Wealth Management LLC boosted its holdings in Cisco Systems by 53.8% in the second quarter. Beaird Harris Wealth Management LLC now owns 1,318 shares of the network equipment provider's stock worth $155,000 after purchasing an additional 461 shares during the period. Thurston Springer Miller Herd & Titak Inc. raised its holdings in shares of Cisco Systems by 11.8% during the second quarter. Thurston Springer Miller Herd & Titak Inc. now owns 23,758 shares of the network equipment provider's stock worth $2,791,000 after purchasing an additional 2,507 shares during the period. Williams & Novak LLC acquired a new stake in shares of Cisco Systems during the second quarter worth $283,000. Chesley Taft & Associates LLC lifted its position in shares of Cisco Systems by 1.3% in the 2nd quarter. Chesley Taft & Associates LLC now owns 26,311 shares of the network equipment provider's stock worth $3,091,000 after buying an additional 336 shares during the last quarter. Finally, Strategic Investment Solutions Inc. IL lifted its position in shares of Cisco Systems by 293.2% in the 2nd quarter. Strategic Investment Solutions Inc. IL now owns 3,138 shares of the network equipment provider's stock worth $369,000 after buying an additional 2,340 shares during the last quarter. 73.33% of the stock is currently owned by institutional investors.

Insider Transactions at Cisco Systems

In other Cisco Systems news, EVP Thimaya K. Subaiya sold 7,127 shares of the firm's stock in a transaction dated Tuesday, June 16th. The shares were sold at an average price of $119.91, for a total transaction of $854,598.57. Following the transaction, the executive vice president owned 140,857 shares of the company's stock, valued at approximately $16,890,162.87. This trade represents a 4.82% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Jeetendra I. Patel sold 7,169 shares of the company's stock in a transaction that occurred on Friday, May 15th. The stock was sold at an average price of $117.28, for a total transaction of $840,780.32. Following the completion of the sale, the insider directly owned 246,737 shares of the company's stock, valued at approximately $28,937,315.36. This represents a 2.82% 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 47,650 shares of company stock worth $5,668,823 over the last ninety days. Insiders own 0.01% of the company's stock.

Wall Street Analysts Forecast Growth

A number of brokerages recently weighed in on CSCO. KeyCorp boosted their price objective on shares of Cisco Systems from $125.00 to $130.00 and gave the company an "overweight" rating in a research report on Thursday, June 25th. UBS Group raised their target price on shares of Cisco Systems from $95.00 to $132.00 and gave the stock a "buy" rating in a report on Thursday, May 14th. JPMorgan Chase & Co. lifted their target price on Cisco Systems from $95.00 to $96.00 in a research note on Monday, May 11th. HSBC raised Cisco Systems from a "hold" rating to a "buy" rating and upped their target price for the company from $77.00 to $137.00 in a report on Friday, May 15th. Finally, Wells Fargo & Company increased their price target on Cisco Systems from $95.00 to $130.00 and gave the stock an "overweight" rating in a research report on Thursday, May 14th. Two research analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and seven have given a Hold rating to the company's stock. Based on data from MarketBeat.com, Cisco Systems currently has a consensus rating of "Moderate Buy" and an average target price of $123.14.

Key Headlines Impacting Cisco Systems

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

• Positive Sentiment: Cisco raised its fiscal 2026 AI infrastructure order forecast from $5 billion to approximately $9 billion, reflecting stronger-than-expected demand from hyperscale customers. The company expects to recognize about $4 billion in related revenue, compared with total fiscal-year revenue guidance of $62.8 billion to $63.0 billion. Cisco Raised Its AI Order Target to $9 Billion
• Positive Sentiment: Recent coverage highlights Cisco’s positioning in the AI networking boom, alongside security partnerships and Webex emergency-calling integration. These developments reinforce the company’s push beyond traditional networking equipment. Can Cisco Lead the AI Networking Boom?
• Positive Sentiment: Cisco’s partner-focused skills initiative is designed to help solution providers find and retain qualified technical talent, potentially supporting ecosystem growth and customer implementation capacity over time. Cisco: Powering Partner Growth Through Skills-Based Talent Connections
• Neutral Sentiment: Analysts are focusing on Cisco’s fiscal fourth-quarter metrics beyond revenue and earnings, including indicators that may show whether AI-related demand is translating into sustainable growth. Cisco will report results and hold its conference call on August 12. Cisco Q4 Earnings Metrics
• Neutral Sentiment: Industry coverage describes a mixed networking outlook: AI demand is favorable, but cautious information-technology spending, deployment delays and rising costs remain risks for Cisco and peers.
• Negative Sentiment: Zacks Research downgraded CSCO from “strong buy” to “hold,” adding a more cautious analyst signal after the stock’s substantial run. Separate analysis also suggests Cisco may be roughly 9% overvalued, increasing sensitivity to any earnings disappointment. Cisco Security and Valuation Analysis

Cisco Systems Stock Up 0.5%

CSCO opened at $121.43 on Friday. The stock's 50 day moving average price is $117.74 and its 200 day moving average price is $97.54. The company has a debt-to-equity ratio of 0.40, a current ratio of 0.92 and a quick ratio of 0.81. The stock has a market cap of $478.61 billion, a P/E ratio of 39.43, a P/E/G ratio of 2.72 and a beta of 1.02. Cisco Systems, Inc. has a 12 month low of $65.75 and a 12 month high of $130.37.

Cisco Systems (NASDAQ:CSCO - Get Free Report) last announced its quarterly earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.03 by $0.03. Cisco Systems had a return on equity of 28.44% and a net margin of 20.14%.The company had revenue of $15.84 billion during the quarter, compared to analyst estimates of $15.56 billion. During the same quarter in the previous year, the firm posted $0.96 EPS. The firm's quarterly revenue was up 12.0% on a year-over-year basis. Cisco Systems has set its Q4 2026 guidance at 1.160-1.180 EPS and its FY 2026 guidance at 4.270-4.290 EPS. As a group, research analysts predict that Cisco Systems, Inc. will post 3.54 earnings per share for the current year.

Cisco Systems Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Wednesday, July 22nd. Investors of record on Monday, July 6th were given a $0.42 dividend. This represents a $1.68 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date was Monday, July 6th. Cisco Systems's dividend payout ratio is currently 54.55%.

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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