Cisco Systems, Inc. $CSCO Shares Purchased by Vise Technologies Inc.

Key Points

• Vise Technologies increased its Cisco stake by 86.8% in the second quarter, purchasing 173,942 additional shares to reach 374,283 shares valued at approximately $44 million. Institutional investors collectively own 73.33% of Cisco’s stock.
• Cisco exceeded quarterly expectations, reporting $1.22 in EPS and $17.25 billion in revenue, with revenue up 17.6% year over year. The company also declared a quarterly dividend of $0.42, equivalent to a 1.5% annual yield.
• Analyst sentiment remains positive but mixed: Cisco has a consensus “Moderate Buy” rating and an average price target of $129.43, while recent targets ranged from $120 to $135. Two insiders also sold shares under pre-arranged Rule 10b5-1 plans.

Vise Technologies Inc. raised its stake in Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) by 86.8% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 374,283 shares of the network equipment provider's stock after purchasing an additional 173,942 shares during the quarter. Vise Technologies Inc.'s holdings in Cisco Systems were worth $43,963,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently modified their holdings of CSCO. MidAtlantic Capital Management Inc. acquired a new stake in shares of Cisco Systems in the fourth quarter valued at about $25,000. Intesa Sanpaolo Wealth Management acquired a new position in Cisco Systems during the 4th quarter worth approximately $25,000. Networth Advisors LLC lifted its position in Cisco Systems by 276.4% during the 1st quarter. Networth Advisors LLC now owns 335 shares of the network equipment provider's stock worth $26,000 after acquiring an additional 246 shares in the last quarter. Financial Life Planners purchased a new position in Cisco Systems in the 1st quarter worth approximately $27,000. Finally, Manning & Napier Advisors LLC grew its position in Cisco Systems by 137.0% in the first quarter. Manning & Napier Advisors LLC now owns 346 shares of the network equipment provider's stock valued at $27,000 after acquiring an additional 200 shares in the last quarter. Institutional investors and hedge funds own 73.33% of the company's stock.

Cisco Systems Stock Performance

Cisco Systems stock opened at $109.59 on Friday. Cisco Systems, Inc. has a 52 week low of $66.13 and a 52 week high of $130.37. The company has a current ratio of 0.93, a quick ratio of 0.79 and a debt-to-equity ratio of 0.39. The stock has a market cap of $431.94 billion, a P/E ratio of 32.81, a price-to-earnings-growth ratio of 2.35 and a beta of 1.02. The stock has a 50 day moving average of $116.22 and a 200-day moving average of $100.16.

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, topping analysts' consensus estimates of $1.17 by $0.05. The business had revenue of $17.25 billion during the quarter, compared to analyst estimates of $16.84 billion. Cisco Systems had a net margin of 20.95% and a return on equity of 30.16%. The business's revenue was up 17.6% compared to the same quarter last year. During the same quarter in the previous 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. On average, analysts expect that Cisco Systems, Inc. will post 4.09 EPS for the current fiscal year.

Cisco Systems Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Wednesday, October 21st. Stockholders of record on Friday, October 2nd will be given a $0.42 dividend. The ex-dividend date of this dividend is Friday, October 2nd. This represents a $1.68 annualized dividend and a dividend yield of 1.5%. Cisco Systems's payout ratio is presently 50.30%.

Analyst Ratings Changes

A number of research firms have recently issued reports on CSCO. Morgan Stanley lifted their price objective on shares of Cisco Systems from $130.00 to $135.00 and gave the company an "overweight" rating in a research note on Thursday, August 13th. HSBC lowered shares of Cisco Systems from a "buy" rating to a "hold" rating and lowered their price target for the company from $137.00 to $120.00 in a report on Friday, August 14th. Citigroup lifted their price target on shares of Cisco Systems from $90.00 to $112.00 and gave the stock a "buy" rating in a research note on Thursday, May 14th. Weiss Ratings upgraded shares of Cisco Systems from a "buy (b-)" rating to a "buy (b)" rating in a report on Friday, May 29th. Finally, Citic Securities upped their price objective on shares of Cisco Systems from $90.00 to $130.00 in a research report on Friday, May 15th. Two equities research analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating and seven have assigned a Hold rating to the company. Based on data from MarketBeat.com, Cisco Systems has a consensus rating of "Moderate Buy" and a consensus target price of $129.43.

Insiders Place Their Bets

In other news, insider Jeetendra I. Patel sold 7,170 shares of the stock in a transaction dated Friday, August 14th. The shares were sold at an average price of $111.57, for a total transaction of $799,956.90. Following the transaction, the insider owned 230,593 shares of the company's stock, valued at approximately $25,727,261.01. This trade represents a 3.02% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Deborah L. Stahlkopf sold 6,487 shares of Cisco Systems stock in a transaction dated 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 of the company's stock, valued at $18,638,447.48. This trade represents a 3.74% 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. In the last quarter, insiders have sold 53,611 shares of company stock worth $6,066,680. Company insiders own 0.01% of the company's stock.

Key Stories Impacting Cisco Systems

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

• Positive Sentiment: AI infrastructure demand remains a major growth catalyst. Cisco reported $4 billion in AI infrastructure orders during the quarter, helping drive record fiscal-year results. Product revenue increased 24% year over year, while total quarterly revenue rose 18% to $17.25 billion and adjusted earnings exceeded consensus estimates. Cisco Q4 2026 Earnings Call Transcript
• Positive Sentiment: Analysts see additional upside potential. Bank of America reiterated a Buy rating and a $150 price target, indicating confidence in Cisco’s AI networking opportunity, although execution on a key business issue will remain important. BofA makes bold call on Cisco stock after earnings
• Positive Sentiment: Expansion into streaming infrastructure could broaden Cisco’s opportunity. Demand for low-latency live video, AI-enabled media workflows and expanded content-delivery capacity is highlighting Cisco’s networking equipment as a potential beneficiary. What Could Cisco Systems Gain From The Streaming Infrastructure Boom?
• Neutral Sentiment: An executive sold 5,832 shares worth approximately $650,000 under a pre-arranged Rule 10b5-1 trading plan. Because the sale represented only 4.35% of the executive’s holdings and was scheduled in advance, it may have limited fundamental significance. Cisco executive SEC filing
• Negative Sentiment: The market is concerned that strong AI orders may not fully translate into near-term earnings growth. Analysts cited margin pressure, softer recurring revenue growth and Cisco’s premium valuation as reasons to remain cautious, producing a “hold” view from some commentators despite the revenue beat. Cisco Drops 10% Post Q4 Earnings

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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