Findlay Park Partners LLP Purchases New Holdings in Cisco Systems, Inc. $CSCO

Findlay Park Partners LLP acquired a new position in Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund acquired 1,207,200 shares of the network equipment provider's stock, valued at approximately $141,798,000. Cisco Systems comprises about 1.9% of Findlay Park Partners LLP's holdings, making the stock its 28th largest holding.

Other hedge funds have also made changes to their positions in the company. Cozad Asset Management Inc. boosted its stake in Cisco Systems by 0.3% during the 1st quarter. Cozad Asset Management Inc. now owns 26,203 shares of the network equipment provider's stock worth $2,033,000 after purchasing an additional 87 shares during the last quarter. Dogwood Wealth Management LLC raised its position in shares of Cisco Systems by 3.9% in the second quarter. Dogwood Wealth Management LLC now owns 2,413 shares of the network equipment provider's stock valued at $283,000 after buying an additional 90 shares during the last quarter. August Group Capital Ltd lifted its stake in shares of Cisco Systems by 2.0% in the second quarter. August Group Capital Ltd now owns 4,723 shares of the network equipment provider's stock worth $555,000 after buying an additional 91 shares in the last quarter. Financial Insights Inc. lifted its stake in shares of Cisco Systems by 1.5% in the first quarter. Financial Insights Inc. now owns 6,220 shares of the network equipment provider's stock worth $483,000 after buying an additional 92 shares in the last quarter. Finally, CPA Asset Management Group LLC boosted its position in Cisco Systems by 1.8% during the second quarter. CPA Asset Management Group LLC now owns 5,335 shares of the network equipment provider's stock worth $627,000 after acquiring an additional 93 shares during the last quarter. Institutional investors and hedge funds own 73.33% of the company's stock.

Cisco Systems Stock Performance

NASDAQ:CSCO opened at $111.04 on Friday. The company's 50-day moving average is $116.02 and its two-hundred day moving average is $100.24. Cisco Systems, Inc. has a 1-year low of $66.13 and a 1-year 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 PEG ratio of 2.36 and a beta of 1.02.

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. Cisco Systems had a net margin of 20.95% and a return on equity of 30.16%. The business 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 firm earned $0.99 EPS. The business's revenue was up 17.6% compared to the same quarter last year. 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. Analysts forecast that Cisco Systems, Inc. will post 4.51 EPS for the current year.

Cisco Systems Dividend Announcement

The firm 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 $0.42 dividend. The ex-dividend date is Friday, October 2nd. This represents a $1.68 dividend on an annualized basis and a yield of 1.5%. Cisco Systems's payout ratio is currently 50.30%.

Wall Street Analysts Forecast Growth

Several analysts recently issued reports on the stock. Wells Fargo & Company upped 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, August 13th. JPMorgan Chase & Co. boosted their target price on Cisco Systems from $95.00 to $96.00 in a report on Monday, May 11th. KeyCorp upped their price target on Cisco Systems from $130.00 to $135.00 and gave the company an "overweight" rating in a research report on Thursday, August 13th. Piper Sandler increased their price target on Cisco Systems from $86.00 to $132.00 and gave the company a "neutral" rating in a report on Thursday, May 14th. Finally, New Street Research lifted their price objective on Cisco Systems from $82.00 to $122.00 and gave the stock a "neutral" rating in a research report on Thursday, May 14th. Two 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 stock. According to MarketBeat, the company has an average rating of "Moderate Buy" and a consensus target price of $129.43.

Cisco Systems News Roundup

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.

Insider Buying and Selling

In related news, CEO Charles Robbins sold 21,628 shares of the business's stock in a transaction dated Friday, August 14th. The shares were sold at an average price of $111.54, for a total value of $2,412,387.12. Following the sale, the chief executive officer directly owned 602,710 shares in the company, valued at approximately $67,226,273.40. The trade was a 3.46% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Thimaya K. Subaiya sold 5,832 shares of the company's stock in a transaction dated Wednesday, August 19th. The shares were sold at an average price of $111.47, for a total transaction of $650,093.04. Following the completion of the transaction, the executive vice president directly owned 128,382 shares in the company, valued at $14,310,741.54. The trade was a 4.35% 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. Over the last three months, insiders have sold 53,611 shares of company stock valued at $6,066,680. 0.01% of the stock is currently owned by company insiders.

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.

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