Osmosis Investment Management UK Ltd cut its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) by 56.1% during the 2nd quarter, according to its most recent filing with the SEC. The institutional investor owned 178,214 shares of the network equipment provider's stock after selling 227,331 shares during the period. Cisco Systems makes up approximately 1.0% of Osmosis Investment Management UK Ltd's holdings, making the stock its 16th largest holding. Osmosis Investment Management UK Ltd's holdings in Cisco Systems were worth $20,933,000 at the end of the most recent reporting period.
Other large investors also recently bought and sold shares of the company. Bridgewater Advisors Inc. acquired a new stake in Cisco Systems during the 2nd quarter valued at approximately $6,442,000. World Investment Advisors grew its position in shares of Cisco Systems by 15.4% during the fourth quarter. World Investment Advisors now owns 198,549 shares of the network equipment provider's stock worth $13,905,000 after buying an additional 26,455 shares in the last quarter. WCG Wealth Advisors LLC increased its stake in shares of Cisco Systems by 101.8% in the fourth quarter. WCG Wealth Advisors LLC now owns 107,306 shares of the network equipment provider's stock worth $8,266,000 after buying an additional 54,141 shares during the last quarter. Vise Technologies Inc. raised its holdings in Cisco Systems by 47.1% in the fourth 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 position in Cisco Systems during the 2nd quarter valued at $19,114,000. Institutional investors and hedge funds own 73.33% of the company's stock.
Analysts Set New Price Targets
Several equities research analysts have recently weighed in on CSCO shares. Zacks Research downgraded shares of Cisco Systems from a "strong-buy" rating to a "hold" rating in a research report on Tuesday, August 4th. JPMorgan Chase & Co. boosted their target price on shares of Cisco Systems from $95.00 to $96.00 in a research note on Monday, May 11th. New Street Research raised their price target on shares of Cisco Systems from $82.00 to $122.00 and gave the stock a "neutral" rating in a research report on Thursday, May 14th. Barclays increased their price objective on shares of Cisco Systems from $121.00 to $123.00 and gave the stock an "equal weight" rating in a research note on Thursday, August 13th. Finally, Rosenblatt Securities upped their target price on Cisco Systems from $150.00 to $165.00 and gave the company a "buy" rating in a report on Thursday, August 13th. Two equities 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 stock. Based on data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and a consensus target price of $129.43.
Check Out Our Latest Report on Cisco Systems
Insider Buying and Selling
In related news, EVP Oliver Tuszik sold 2,760 shares of the firm's stock in a transaction that occurred on Friday, August 14th. The shares were sold at an average price of $112.46, for a total transaction of $310,389.60. Following the completion of the sale, the executive vice president directly owned 165,276 shares in the company, valued at approximately $18,586,938.96. This trade represents a 1.64% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. 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 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 $18,638,447.48. The trade was a 3.74% decrease in their ownership of the stock. 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. In the last quarter, insiders sold 53,611 shares of company stock worth $6,066,680. Company insiders own 0.01% of the company's stock.
Cisco Systems Stock Performance
Shares of CSCO stock opened at $111.04 on Monday. Cisco Systems, Inc. has a 12-month low of $66.13 and a 12-month high of $130.37. The company has a debt-to-equity ratio of 0.39, a current ratio of 0.93 and a quick ratio of 0.79. The firm has a market capitalization of $437.66 billion, a price-to-earnings ratio of 33.25, a price-to-earnings-growth ratio of 2.14 and a beta of 1.02. The business has a 50 day simple moving average of $116.02 and a 200 day simple moving average of $100.37.
Cisco Systems (NASDAQ:CSCO - Get Free Report) last announced 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 company had revenue of $17.25 billion during the quarter, compared to analyst estimates of $16.84 billion. Cisco Systems had a return on equity of 30.16% and a net margin of 20.95%.The firm's quarterly revenue was up 17.6% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.99 EPS. 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, equities research analysts anticipate that Cisco Systems, Inc. will post 4.51 EPS for the current year.
Cisco Systems Announces Dividend
The business also recently declared 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. This represents a $1.68 dividend on an annualized basis and a dividend yield of 1.5%. The ex-dividend date is Friday, October 2nd. Cisco Systems's payout ratio is 50.30%.
More Cisco Systems News
Here are the key news stories impacting Cisco Systems this week:
- Positive Sentiment: AI infrastructure orders are supporting Cisco’s growth outlook. Cisco reportedly received approximately $4 billion in AI infrastructure orders during the quarter. Product revenue rose 24% year over year, helping produce record fiscal 2026 results and reinforcing the company’s position as a supplier of networking equipment for AI data centers. Cisco Stock: Buy or Sell?
- Positive Sentiment: Analyst sentiment remains favorable. Recent research updates raised several price targets, including targets of $135 from Morgan Stanley, $140 from Truist Financial, $150 from Bank of America and $165 from Rosenblatt Securities. Cisco has a consensus rating of “Moderate Buy,” suggesting analysts see additional upside if AI-networking demand translates into sustained earnings growth. Cisco Systems Receives a Rating Update
- Positive Sentiment: Streaming infrastructure may provide another growth opportunity. Rising demand for low-latency live video, expanded content-delivery capacity and AI-enabled media workflows could increase demand for Cisco’s networking products among streaming platforms, enterprises and cloud providers. What Could Cisco Systems Gain From The Streaming Infrastructure Boom?
- Neutral Sentiment: An executive sold 5,832 shares valued at approximately $650,000 under a pre-arranged Rule 10b5-1 trading plan. The transaction reduced the executive’s holdings by 4.35%, but the scheduled nature of the sale and substantial remaining ownership lessen its significance as a bearish signal. Cisco Executive SEC Filing
- Negative Sentiment: Valuation and execution risks remain. With Cisco trading at more than 32 times earnings, investors may be concerned that margin pressure, slower recurring-revenue growth or delays in converting AI orders into profits could limit near-term upside.
Cisco Systems Company Profile
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Free Report)
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.
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