Integrated Wealth Concepts LLC Has $23.05 Million Holdings in Cisco Systems, Inc. $CSCO

Integrated Wealth Concepts LLC lifted its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) by 6.1% during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 190,655 shares of the network equipment provider's stock after purchasing an additional 10,990 shares during the quarter. Integrated Wealth Concepts LLC's holdings in Cisco Systems were worth $23,048,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also bought and sold shares of the business. Brighton Jones LLC raised its stake in shares of Cisco Systems by 49.5% in the fourth quarter. Brighton Jones LLC now owns 74,187 shares of the network equipment provider's stock worth $4,392,000 after purchasing an additional 24,562 shares during the last quarter. Revolve Wealth Partners LLC boosted its position in shares of Cisco Systems by 37.0% during the fourth quarter. Revolve Wealth Partners LLC now owns 9,156 shares of the network equipment provider's stock valued at $542,000 after buying an additional 2,474 shares during the last quarter. Sivia Capital Partners LLC boosted its position in shares of Cisco Systems by 7.5% during the second quarter. Sivia Capital Partners LLC now owns 10,178 shares of the network equipment provider's stock valued at $706,000 after buying an additional 712 shares during the last quarter. Schnieders Capital Management LLC. grew its holdings in Cisco Systems by 3.9% during the second quarter. Schnieders Capital Management LLC. now owns 13,974 shares of the network equipment provider's stock worth $969,000 after buying an additional 519 shares in the last quarter. Finally, Marshall Wace LLP grew its holdings in Cisco Systems by 118.1% during the second quarter. Marshall Wace LLP now owns 90,650 shares of the network equipment provider's stock worth $6,289,000 after buying an additional 590,650 shares in the last quarter. Institutional investors own 73.33% of the company's stock.

Cisco Systems News Summary

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

• Positive Sentiment: Cisco said AI agents now account for approximately 60% of global inference activity, with AI token usage up fourteenfold. The trend reinforces the company’s thesis that expanding AI workloads will require significant networking investment. Cisco Says AI Agents Now Consume 60% of Global Inference
• Positive Sentiment: Cisco, Advanced Micro Devices and Humain have launched an AI infrastructure deployment in Saudi Arabia. The system combines AMD’s Instinct GPUs and EPYC processors with Cisco’s Silicon One-based 800G switches, supporting Humain’s planned GPU-as-a-service offering across the Middle East and providing Cisco with a potentially significant new growth market. AMD-Cisco Middle East AI Opportunity
• Positive Sentiment: Industry data showed campus-switch prices rose 19% in the second quarter amid component shortages, helping drive positive market revenue growth. Higher average selling prices could benefit Cisco’s switching business, although supply constraints remain a limitation. Dell’Oro Campus Switch Market Report
• Neutral Sentiment: Analyst coverage currently reflects a consensus “Moderate Buy” rating, while recent Zacks coverage focused on whether the stock’s strong AI exposure and fundamentals justify buying after its pullback. Cisco Receives Moderate Buy Consensus
• Negative Sentiment: Analysts warn that Cisco’s fastest growth increasingly depends on hyperscale customers. A hardware-heavy AI expansion could also pressure gross margins, making the stock vulnerable if hyperscaler spending slows or infrastructure returns normalize. Cisco Growth and Hyperscaler Risk

Cisco Systems Stock Performance

NASDAQ CSCO opened at $109.43 on Thursday. The company has a market capitalization of $431.44 billion, a PE ratio of 32.76, a price-to-earnings-growth ratio of 2.27 and a beta of 1.00. 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 $113.77 and a 200 day simple moving average of $103.04.

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 during the quarter, compared to the consensus estimate of $16.84 billion. During the same period in the prior year, the firm earned $0.99 EPS. The company'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. On average, research analysts predict that Cisco Systems, Inc. will post 4.43 EPS for the current year.

Cisco Systems Announces Dividend

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 issued a $0.42 dividend. The ex-dividend date of this dividend is Friday, October 2nd. This represents a $1.68 annualized dividend and a yield of 1.5%. Cisco Systems's dividend payout ratio (DPR) is 50.30%.

Insiders Place Their Bets

In other Cisco Systems news, insider Jeetendra Patel sold 7,170 shares of the company's stock in a transaction dated Friday, August 14th. The shares were sold at an average price of $111.57, for a total transaction of $799,956.90. Following the sale, the insider directly owned 230,593 shares of the company's stock, valued at $25,727,261.01. This represents a 3.02% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Thimaya Subaiya sold 5,832 shares of the stock in a transaction dated Wednesday, August 19th. The stock was sold at an average price of $111.47, for a total transaction of $650,093.04. Following the transaction, the executive vice president owned 128,382 shares of the company's stock, valued at $14,310,741.54. This represents 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. Insiders sold a total of 51,004 shares of company stock worth $5,750,920 in the last ninety days. 0.01% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

Several equities analysts have weighed in on the company. The Goldman Sachs Group raised their price objective on Cisco Systems from $116.00 to $125.00 and gave the company a "neutral" rating in a research note on Wednesday, June 3rd. Evercore increased their target price on shares of Cisco Systems from $110.00 to $150.00 and gave the company an "outperform" rating in a report on Thursday, May 14th. Truist Financial raised their price target on shares of Cisco Systems from $125.00 to $140.00 and gave the company a "buy" rating in a research report on Thursday, August 13th. Piper Sandler boosted their price target on shares of Cisco Systems from $86.00 to $132.00 and gave the stock a "neutral" rating in a report on Thursday, May 14th. Finally, Bank of America upped their price objective on shares of Cisco Systems from $135.00 to $150.00 and gave the stock a "buy" rating in a research report on Monday, June 8th. Two analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and seven have assigned a Hold rating to the company's stock. According to data from MarketBeat, Cisco Systems has an average rating of "Moderate Buy" and a consensus target price of $129.68.

Cisco Systems Company Profile

Cisco Systems, Inc is a global technology company that provides networking, cybersecurity, collaboration, observability and other information technology solutions. Its offerings include routers, switches, wireless networking equipment, data center infrastructure, security platforms, unified communications tools and software designed to help organizations connect, manage and protect their digital environments.

Cisco serves businesses, government agencies, educational institutions, telecommunications providers and other organizations worldwide.

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