Kelleher Financial Advisors Makes New $1.70 Million Investment in Cisco Systems, Inc. $CSCO

Key Points

• Kelleher Financial Advisors purchased 14,497 Cisco shares worth approximately $1.70 million in the second quarter. Institutional investors collectively own 73.33% of Cisco’s outstanding stock.
• Cisco exceeded quarterly expectations, reporting $1.22 in EPS on $17.25 billion in revenue, with revenue rising 17.6% year over year. Analysts maintain a “Moderate Buy” consensus rating with an average price target of $129.43.
• Cisco declared a quarterly dividend of $0.42 per share, equivalent to an annualized $1.68 payout and a 1.5% yield, while investors remain focused on whether accelerating AI infrastructure demand can offset margin pressure and justify the stock’s valuation.

Kelleher Financial Advisors bought a new stake in Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund bought 14,497 shares of the network equipment provider's stock, valued at approximately $1,703,000.

A number of other institutional investors and hedge funds have also made changes to their positions in the company. Cozad Asset Management Inc. raised its holdings in Cisco Systems by 0.3% during the first 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 in the last quarter. Dogwood Wealth Management LLC boosted its holdings in Cisco Systems by 3.9% in the 2nd quarter. Dogwood Wealth Management LLC now owns 2,413 shares of the network equipment provider's stock valued at $283,000 after purchasing an additional 90 shares in the last quarter. Financial Insights Inc. increased its position in Cisco Systems by 1.5% during the 1st quarter. Financial Insights Inc. now owns 6,220 shares of the network equipment provider's stock worth $483,000 after purchasing an additional 92 shares during the period. CPA Asset Management Group LLC increased its position in Cisco Systems by 1.8% during the 2nd quarter. CPA Asset Management Group LLC now owns 5,335 shares of the network equipment provider's stock worth $627,000 after purchasing an additional 93 shares during the period. Finally, Southern Financial Group LLC raised its stake in shares of Cisco Systems by 1.1% during the 1st quarter. Southern Financial Group LLC now owns 9,159 shares of the network equipment provider's stock worth $711,000 after buying an additional 102 shares in the last quarter. 73.33% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several research firms have recently commented on CSCO. Truist Financial raised their price target on Cisco Systems from $125.00 to $140.00 and gave the company a "buy" rating in a report on Thursday. Citigroup upped their price objective on Cisco Systems from $90.00 to $112.00 and gave the stock a "buy" rating in a report on Thursday, May 14th. Piper Sandler increased their price objective on Cisco Systems from $86.00 to $132.00 and gave the stock a "neutral" rating in a research report on Thursday, May 14th. Evercore raised their target price on Cisco Systems from $110.00 to $150.00 and gave the company an "outperform" rating in a report on Thursday, May 14th. Finally, The Goldman Sachs Group boosted 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. One investment analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and seven have given a Hold rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $129.43.

Cisco Systems Stock Down 1.6%

CSCO stock opened at $111.68 on Friday. The company has a debt-to-equity ratio of 0.39, a current ratio of 0.93 and a quick ratio of 0.81. The company's 50 day simple moving average is $117.03 and its 200-day simple moving average is $99.09. Cisco Systems, Inc. has a 12 month low of $65.75 and a 12 month high of $130.37. The firm has a market capitalization of $440.18 billion, a PE ratio of 33.44, a P/E/G ratio of 2.52 and a beta of 1.02.

Cisco Systems (NASDAQ:CSCO - Get Free Report) last posted its 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. The firm had revenue of $17.25 billion for the quarter, compared to analyst estimates of $16.84 billion. Cisco Systems had a return on equity of 30.16% and a net margin of 20.95%.Cisco Systems's revenue was up 17.6% on a year-over-year basis. During the same quarter in the prior year, the company earned $0.99 EPS. 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. Equities analysts expect that Cisco Systems, Inc. will post 4.09 earnings per share for the current fiscal year.

Cisco Systems Dividend Announcement

The business also recently disclosed 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 dividend on an annualized basis and a yield of 1.5%. The ex-dividend date is Friday, October 2nd. Cisco Systems's dividend payout ratio (DPR) is currently 50.30%.

Insider Activity at Cisco Systems

In other news, CEO Charles Robbins sold 21,400 shares of Cisco Systems stock in a transaction dated 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 completion of the sale, the chief executive officer directly owned 637,085 shares in the company, valued at $76,469,312.55. The trade was a 3.25% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Oliver Tuszik sold 2,607 shares of the business's stock in a transaction that occurred on Thursday, June 11th. The shares were sold at an average price of $121.12, for a total transaction of $315,759.84. Following the completion of the transaction, the executive vice president directly owned 172,727 shares of the company's stock, valued at approximately $20,920,694.24. This represents a 1.49% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 31,134 shares of company stock valued at $3,739,000. 0.01% of the stock is owned by insiders.

Key Headlines Impacting Cisco Systems

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

Cisco Systems Company 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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