Cisco Systems, Inc. $CSCO Stock: Fort Washington Investment Advisors Inc. OH Lowers Holdings

Key Points

• Fort Washington Investment Advisors reduced its Cisco position by 12.6% in the third quarter, selling 122,567 shares and retaining 848,357 shares valued at approximately $91.3 million. Institutional investors and hedge funds collectively own 73.33% of Cisco stock.
• Cisco’s latest quarter exceeded expectations, with adjusted EPS of $1.22 and revenue of $17.25 billion, up 17.6% year over year. The company also declared a quarterly dividend of $0.42 per share, representing a 1.5% yield.
• Analyst sentiment remains positive overall, with a consensus rating of “Moderate Buy” and an average price target of $128.52, although some firms have maintained neutral ratings or lowered targets as valuation concerns emerge.

Fort Washington Investment Advisors Inc. OH reduced its position in Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) by 12.6% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 848,357 shares of the network equipment provider's stock after selling 122,567 shares during the quarter. Fort Washington Investment Advisors Inc. OH's holdings in Cisco Systems were worth $91,309,000 at the end of the most recent reporting period.

A number of other large investors have also made changes to their positions in the business. Bridgewater Advisors Inc. acquired a new position in Cisco Systems during the 2nd quarter valued at approximately $6,442,000. Beacon Pointe Advisors LLC purchased a new stake in Cisco Systems during the 2nd quarter valued at about $60,009,000. Western Wealth Management LLC increased its holdings in shares of Cisco Systems by 60.5% in the first quarter. Western Wealth Management LLC now owns 76,372 shares of the network equipment provider's stock valued at $5,926,000 after purchasing an additional 28,792 shares during the period. ABN AMRO Bank N.V. acquired a new stake in Cisco Systems during the 2nd quarter valued at approximately $19,114,000. Finally, USS Investment Management Ltd lifted its holdings in shares of Cisco Systems by 1.8% in the 1st quarter. USS Investment Management Ltd now owns 686,466 shares of the network equipment provider's stock valued at $53,253,000 after buying an additional 12,251 shares during the period. 73.33% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In other Cisco Systems news, EVP Oliver Tuszik sold 2,760 shares of Cisco Systems stock in a transaction 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 sale, the executive vice president owned 165,276 shares of the company's stock, valued at $18,586,938.96. The trade was a 1.64% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Thimaya Subaiya sold 5,832 shares of the company's stock in a transaction on Wednesday, August 19th. The stock was sold at an average price of $111.47, for a total transaction of $650,093.04. Following the sale, the executive vice president directly owned 128,382 shares of the company's stock, valued at $14,310,741.54. The trade was a 4.35% 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 have sold a total of 44,869 shares of company stock worth $5,005,620 in the last ninety days. Company insiders own 0.01% of the company's stock.

Analyst Upgrades and Downgrades

Several research firms recently commented on CSCO. Morgan Stanley raised their target price on Cisco Systems from $130.00 to $135.00 and gave the stock an "overweight" rating in a report on Thursday, August 13th. Barclays raised their price target on shares of Cisco Systems from $121.00 to $123.00 and gave the company an "equal weight" rating in a research report on Thursday, August 13th. Sanford C. Bernstein assumed coverage on Cisco Systems in a research report on Wednesday, September 30th. They set a "market perform" rating and a $110.00 target price on the stock. Weiss Ratings reissued a "buy (b)" rating on shares of Cisco Systems in a report on Wednesday, August 26th. Finally, Piper Sandler reduced their price objective on shares of Cisco Systems from $132.00 to $125.00 and set a "neutral" rating for the company in a research report on Tuesday, September 22nd. Three analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and seven have issued a Hold rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and an average target price of $128.52.

Cisco Systems Trading Down 1.2%

CSCO stock opened at $113.64 on Thursday. The company has a current ratio of 0.93, a quick ratio of 0.79 and a debt-to-equity ratio of 0.39. Cisco Systems, Inc. has a 12-month low of $68.57 and a 12-month high of $130.37. The stock has a market cap of $448.04 billion, a price-to-earnings ratio of 34.02, a PEG ratio of 2.40 and a beta of 0.99. The business's 50-day moving average is $111.88 and its 200 day moving average is $108.67.

Cisco Systems (NASDAQ:CSCO - Get Free Report) last posted its quarterly earnings data on Wednesday, August 12th. The network equipment provider reported $1.22 EPS for the quarter, topping 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 during the quarter, compared to analyst estimates of $16.84 billion. During the same period in the previous year, the business earned $0.99 EPS. Cisco Systems'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. On average, sell-side analysts anticipate that Cisco Systems, Inc. will post 4.42 EPS for the current fiscal year.

Cisco Systems Dividend Announcement

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

Key Stories Impacting Cisco Systems

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

• Positive Sentiment: AI infrastructure orders, network upgrades, and cybersecurity demand continue to support Cisco’s long-term growth outlook. The company’s latest reported quarter exceeded earnings and revenue expectations, with revenue up 17.6% year over year. Should You Buy, Sell, or Hold Cisco Stock After a 68% Rise in a Year?
• Positive Sentiment: Analysts and value-focused investors continue to view Cisco as a potentially durable business benefiting from networking, security, and AI infrastructure spending. Its dividend and cash-generation potential may also appeal to income-oriented investors. Cisco Stock And 2 Value Plays For an Overvalued Market
• Neutral Sentiment: Cisco’s earnings recovery is being tested by cash-flow conversion. Fiscal 2026 net income rose 30% to $13.3 billion, while operating cash flow remained around $14.2 billion; unrealized investment gains also boosted reported profit without producing operating cash. Investors will look for stronger recurring cash generation. Cisco Can Its Earnings Recovery Turn Into Lasting Cash Growth?
• Negative Sentiment: After a roughly 68% gain over the past year, valuation has become a headwind. Commentary citing Cisco as overvalued suggests investors may be taking profits because the stock’s elevated price-to-earnings multiple leaves less room for disappointment. Cisco Systems Shares Fall -- GF Value Says Still Overvalued

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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