Greenwood Capital Associates LLC reduced its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) by 29.5% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 69,238 shares of the network equipment provider's stock after selling 28,997 shares during the quarter. Cisco Systems accounts for about 0.8% of Greenwood Capital Associates LLC's holdings, making the stock its 29th biggest position. Greenwood Capital Associates LLC's holdings in Cisco Systems were worth $8,133,000 as of its most recent SEC filing.
A number of other institutional investors and hedge funds also recently made changes to their positions in CSCO. Brighton Jones LLC grew its holdings in Cisco Systems by 49.5% during the fourth quarter. Brighton Jones LLC now owns 74,187 shares of the network equipment provider's stock worth $4,392,000 after buying an additional 24,562 shares in the last quarter. Revolve Wealth Partners LLC boosted its holdings in Cisco Systems by 37.0% during the 4th quarter. Revolve Wealth Partners LLC now owns 9,156 shares of the network equipment provider's stock worth $542,000 after acquiring an additional 2,474 shares during the last quarter. Sivia Capital Partners LLC boosted its holdings in Cisco Systems by 7.5% during the 2nd quarter. Sivia Capital Partners LLC now owns 10,178 shares of the network equipment provider's stock worth $706,000 after acquiring an additional 712 shares during the last quarter. Schnieders Capital Management LLC. grew its stake in shares of Cisco Systems by 3.9% in the 2nd quarter. Schnieders Capital Management LLC. now owns 13,974 shares of the network equipment provider's stock worth $969,000 after acquiring an additional 519 shares in the last quarter. Finally, Marshall Wace LLP raised its holdings in shares of Cisco Systems by 118.1% in the second quarter. Marshall Wace LLP now owns 90,650 shares of the network equipment provider's stock valued at $6,289,000 after purchasing an additional 590,650 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 $109.93 on Friday. The company has a market capitalization of $433.28 billion, a PE ratio of 32.91, a price-to-earnings-growth ratio of 2.16 and a beta of 1.02. The company has a debt-to-equity ratio of 0.39, a quick ratio of 0.79 and a current ratio of 0.93. Cisco Systems, Inc. has a 52-week low of $66.13 and a 52-week high of $130.37. The company has a 50-day simple moving average of $115.21 and a 200 day simple moving average of $101.24.
Cisco Systems (NASDAQ:CSCO - Get Free Report) last released its earnings results on Wednesday, August 12th. The network equipment provider reported $1.22 earnings per share for the quarter, beating 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 firm had revenue of $17.25 billion for the quarter, compared to analysts' expectations of $16.84 billion. During the same period in the previous year, the company earned $0.99 earnings per share. The company'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, research analysts predict that Cisco Systems, Inc. will post 4.44 EPS for the current year.
Cisco Systems Dividend Announcement
The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, October 21st. Investors of record on Friday, October 2nd will be paid a $0.42 dividend. The ex-dividend date is Friday, October 2nd. This represents a $1.68 annualized dividend and a yield of 1.5%. Cisco Systems's dividend payout ratio is presently 50.30%.
Analysts Set New Price Targets
A number of research firms recently weighed in on CSCO. UBS Group raised their price target on shares of Cisco Systems from $132.00 to $138.00 and gave the company a "buy" rating in a research report on Thursday, August 13th. Freedom Capital upgraded shares of Cisco Systems from a "hold" rating to a "strong-buy" rating in a research note on Sunday, August 16th. The Goldman Sachs Group lifted their target price on shares of Cisco Systems from $116.00 to $125.00 and gave the stock a "neutral" rating in a research report on Wednesday, June 3rd. Argus upped their target price on Cisco Systems from $100.00 to $150.00 and gave the company a "buy" rating in a report on Tuesday, May 19th. Finally, New Street Research increased their price target on Cisco Systems from $82.00 to $122.00 and gave the company a "neutral" rating in a research report on Thursday, May 14th. Two equities research analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and seven have issued a Hold rating to the company's stock. According to data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and a consensus target price of $129.43.
Read Our Latest Analysis on Cisco Systems
Insider Buying and Selling at Cisco Systems
In other news, EVP Deborah L. Stahlkopf sold 6,487 shares of the company's stock in a transaction on Friday, August 14th. The stock was sold at an average price of $111.53, for a total transaction of $723,495.11. Following the transaction, the executive vice president owned 167,116 shares of the company's stock, valued at $18,638,447.48. This represents a 3.74% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Thimaya K. Subaiya sold 7,127 shares of the stock in a transaction on Tuesday, June 16th. The stock was sold at an average price of $119.91, for a total value of $854,598.57. Following 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 SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 53,611 shares of company stock valued at $6,066,680 in the last quarter. Insiders own 0.01% of the company's stock.
Key Cisco Systems News
Here are the key news stories impacting Cisco Systems this week:
- Positive Sentiment: Cisco launched a Sovereign Critical Infrastructure portfolio in Canada and expanded its Secure AI Factory with NVIDIA and Supermicro. The offerings target enterprises, neocloud providers and sovereign-cloud customers seeking integrated AI compute, cooling and networking infrastructure. Cisco Unveils Sovereign and AI Infrastructure Offerings
- Positive Sentiment: Morgan Stanley maintained a $135 price target, citing Cisco’s potential supply advantage through TSMC as shortages continue to affect the AI infrastructure market. This supports the view that Cisco may be positioned to benefit from strong AI networking demand. Morgan Stanley Reveals Cisco’s Supply Edge
- Positive Sentiment: Cisco’s NVIDIA partnership is also linked to the industry’s shift toward liquid-cooled, high-density AI systems, potentially expanding the company’s role in the broader AI infrastructure buildout. NVIDIA’s AI Chips and Liquid Cooling
- Positive Sentiment: Analysts comparing Cisco with Hewlett Packard Enterprise highlighted Cisco’s strong hyperscaler AI orders, networking growth and expanding security business as long-term competitive advantages. HPE vs. CSCO
- Neutral Sentiment: Cisco gave all approximately 90,000 employees access to personal AI agents, demonstrating broad internal adoption of AI, though the immediate financial impact is unclear. Cisco Gives Employees AI Agents
- Negative Sentiment: A growth-stock analysis questioned whether Cisco can sustain enough growth to support its premium valuation, reviving concerns that enthusiasm surrounding AI networking may have outpaced underlying fundamentals. With a P/E ratio above 30, the stock may be particularly sensitive to any slowdown in growth expectations. Growth Stock Analysis
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.
See Also
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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