EJMK Ventures LLC Takes $1.20 Million Position in Cisco Systems, Inc. $CSCO

Key Points

• EJMK Ventures acquired a new $1.2 million Cisco stake during the second quarter, purchasing 10,220 shares; Cisco now represents about 0.5% of the firm’s portfolio.
• Cisco reported quarterly revenue of $17.25 billion and EPS of $1.22, beating estimates, while revenue rose 17.6% year over year. Strong AI infrastructure demand and optimistic fiscal 2027 guidance have prompted several analysts to raise price targets.
• Despite the positive results, investors remain concerned about margin pressure from lower-margin AI hardware and Cisco’s premium valuation. The company also declared a quarterly dividend of $0.42 per share, representing a 1.5% yield.

EJMK Ventures LLC purchased a new stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) during the second quarter, according to its most recent 13F filing with the SEC. The institutional investor purchased 10,220 shares of the network equipment provider's stock, valued at approximately $1,200,000. Cisco Systems makes up approximately 0.5% of EJMK Ventures LLC's holdings, making the stock its 27th biggest holding.

A number of other hedge funds have also bought and sold shares of CSCO. MidAtlantic Capital Management Inc. purchased a new stake in shares of Cisco Systems during the fourth quarter worth $25,000. Intesa Sanpaolo Wealth Management purchased a new position in shares of Cisco Systems in the fourth quarter valued at $25,000. Networth Advisors LLC raised its stake in shares of Cisco Systems by 276.4% during the 1st quarter. Networth Advisors LLC now owns 335 shares of the network equipment provider's stock valued at $26,000 after purchasing an additional 246 shares during the period. Financial Life Planners purchased a new stake in Cisco Systems during the 1st quarter worth about $27,000. Finally, Manning & Napier Advisors LLC boosted its stake in Cisco Systems by 137.0% in the 1st quarter. Manning & Napier Advisors LLC now owns 346 shares of the network equipment provider's stock worth $27,000 after purchasing an additional 200 shares during the period. 73.33% of the stock is currently owned by hedge funds and other institutional investors.

Cisco Systems Price Performance

Shares of NASDAQ CSCO opened at $111.68 on Friday. The stock's 50-day simple moving average is $117.03 and its two-hundred day simple moving average is $99.09. Cisco Systems, Inc. has a twelve month low of $65.75 and a twelve month high of $130.37. The firm has a market capitalization of $440.18 billion, a P/E ratio of 33.44, a P/E/G ratio of 2.52 and a beta of 1.02. The company has a quick ratio of 0.81, a current ratio of 0.93 and a debt-to-equity ratio of 0.39.

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 analysts' consensus estimates of $1.17 by $0.05. Cisco Systems had a return on equity of 30.16% and a net margin of 20.95%.The firm had revenue of $17.25 billion during the quarter, compared to the consensus estimate 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% 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. As a group, equities analysts anticipate that Cisco Systems, Inc. will post 4.09 EPS for the current fiscal year.

Cisco Systems Announces Dividend

The business also recently announced 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. The ex-dividend date is Friday, October 2nd. This represents a $1.68 annualized dividend and a yield of 1.5%. Cisco Systems's payout ratio is presently 50.30%.

More Cisco Systems News

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

• Positive Sentiment: AI demand is accelerating. Cisco reported fiscal Q4 revenue of approximately $17.3 billion, up 18% year over year, and adjusted EPS of $1.22 versus the $1.17 consensus estimate. AI infrastructure orders increased 4.5 times to $9.3 billion for fiscal 2026, while management expects approximately $7.5 billion of hyperscaler AI infrastructure revenue in fiscal 2027. Chuck Robbins Says AI Is Fueling a Networking Supercycle
• Positive Sentiment: Fiscal 2027 guidance exceeded expectations. Management forecast roughly 15% revenue growth, supported by hyperscaler spending, data-center switching and broader networking upgrades. Several firms—including UBS, Truist, Wells Fargo, KeyCorp, Morgan Stanley and Rosenblatt—raised their price targets and maintained bullish ratings, suggesting long-term upside if the AI networking cycle continues. Cisco Just Gave Investors Three Big Reasons to Be Bullish
• Neutral Sentiment: The market is demanding faster growth. Despite the earnings beat and upbeat outlook, Cisco’s shares have decreased because expectations were already elevated after a substantial rally. Investors are questioning whether the company’s AI momentum can remain strong beyond the current infrastructure buildout and whether Cisco’s premium valuation is justified. Cisco Shares Slide Despite Earnings Beat and Strong Guidance
• Negative Sentiment: Margin pressure is the primary concern. AI infrastructure growth is arriving mainly through lower-margin hardware, creating mix-related gross-margin compression and raising questions about how profitably Cisco can scale orders. HSBC downgraded CSCO to Hold from Buy and reduced its price target to $120 from $137, citing a lack of near-term catalysts even after the strong quarter. Cisco Beat on Every Line, Then Fell on What AI Costs to Ship

Insiders Place Their Bets

In other Cisco Systems news, EVP Thimaya K. Subaiya sold 7,127 shares of the business's stock in a transaction that occurred on Tuesday, June 16th. The shares were sold at an average price of $119.91, for a total value of $854,598.57. Following the completion of the transaction, the executive vice president owned 140,857 shares of the company's stock, valued at $16,890,162.87. The trade was 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, CEO Charles Robbins sold 21,400 shares of the firm's stock in a transaction on Friday, May 22nd. The shares were sold at an average price of $120.03, for a total transaction of $2,568,642.00. Following the sale, the chief executive officer owned 637,085 shares in the company, valued at approximately $76,469,312.55. This trade represents a 3.25% 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. Insiders sold a total of 31,134 shares of company stock valued at $3,739,000 in the last quarter. Corporate insiders own 0.01% of the company's stock.

Analyst Upgrades and Downgrades

A number of research analysts have weighed in on the company. Truist Financial lifted their target price on Cisco Systems from $125.00 to $140.00 and gave the company a "buy" rating in a report on Thursday. Citic Securities raised their price objective on shares of Cisco Systems from $90.00 to $130.00 in a research report on Friday, May 15th. Wells Fargo & Company boosted their price objective on shares of Cisco Systems from $130.00 to $150.00 and gave the company an "overweight" rating in a research note on Thursday. JPMorgan Chase & Co. upped their target price on shares of Cisco Systems from $95.00 to $96.00 in a report on Monday, May 11th. Finally, Weiss Ratings upgraded shares of Cisco Systems from a "buy (b-)" rating to a "buy (b)" rating in a research note on Friday, May 29th. One analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and seven have issued a Hold rating to the company's stock. According to MarketBeat.com, Cisco Systems has an average rating of "Moderate Buy" and an average target price of $129.43.

Cisco Systems 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.

Want to see what other hedge funds are holding CSCO? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Cisco Systems, Inc. (NASDAQ:CSCO - Free Report).

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.

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Add As Preferred Source