Landscape Capital Management L.L.C. Takes $2.61 Million Position in Cisco Systems, Inc. $CSCO

Key Points

• Landscape Capital Management acquired a new 22,193-share Cisco stake worth approximately $2.61 million, while institutional investors and hedge funds collectively own 73.33% of the company.
• Cisco exceeded quarterly expectations with $1.22 in EPS and $17.25 billion in revenue, up 17.6% year over year. Approximately $4 billion in AI infrastructure orders and stronger product revenue are supporting the company’s growth outlook.
• Analysts maintain a “Moderate Buy” consensus with an average $129.43 price target, although Cisco’s valuation above 32 times earnings presents execution and margin risks. The company also declared a quarterly dividend of $0.42, yielding about 1.5% annually.

Landscape Capital Management L.L.C. bought a new stake in Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor bought 22,193 shares of the network equipment provider's stock, valued at approximately $2,607,000.

Several other institutional investors and hedge funds have also bought and sold shares of CSCO. BlackRock Inc. purchased a new position in shares of Cisco Systems during the 2nd quarter valued at about $42,129,647,000. Norges Bank purchased a new stake in shares of Cisco Systems in the fourth quarter worth about $4,473,272,000. Auto Owners Insurance Co boosted its stake in shares of Cisco Systems by 8,718.3% in the fourth quarter. Auto Owners Insurance Co now owns 51,952,421 shares of the network equipment provider's stock worth $400,190,000 after buying an additional 51,363,281 shares during the last quarter. Bank of New York Mellon Corp acquired a new stake in Cisco Systems during the second quarter worth about $4,714,574,000. Finally, Deutsche Bank AG acquired a new stake in Cisco Systems during the second quarter worth about $1,997,004,000. 73.33% of the stock is currently owned by institutional investors and hedge funds.

Cisco Systems Stock Performance

Shares of CSCO stock opened at $111.04 on Friday. The company has a current ratio of 0.93, a quick ratio of 0.79 and a debt-to-equity ratio of 0.39. Cisco Systems, Inc. has a 12-month low of $66.13 and a 12-month high of $130.37. The business's 50 day moving average is $116.02 and its two-hundred day moving average is $100.24. The company has a market capitalization of $437.66 billion, a P/E ratio of 33.25, a P/E/G ratio of 2.33 and a beta of 1.02.

Cisco Systems (NASDAQ:CSCO - Get Free Report) last posted its quarterly earnings data on Wednesday, August 12th. The network equipment provider reported $1.22 EPS for the quarter, beating analysts' consensus estimates of $1.17 by $0.05. The business had revenue of $17.25 billion during the quarter, compared to analysts' expectations of $16.84 billion. Cisco Systems had a return on equity of 30.16% and a net margin of 20.95%.The business's revenue was up 17.6% compared to the same quarter last year. During the same period in the previous year, the business earned $0.99 earnings per share. 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 expect that Cisco Systems, Inc. will post 4.09 EPS for the current fiscal year.

Cisco Systems Dividend Announcement

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

Insider Buying and Selling

In other Cisco Systems news, EVP Deborah L. Stahlkopf sold 6,487 shares of the company's stock in a transaction on Friday, August 14th. The shares were sold at an average price of $111.53, for a total transaction of $723,495.11. Following the completion of the transaction, the executive vice president directly owned 167,116 shares in the company, valued at approximately $18,638,447.48. This represents a 3.74% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Charles Robbins sold 21,628 shares of the stock in a transaction on Friday, August 14th. The shares were sold at an average price of $111.54, for a total transaction of $2,412,387.12. Following the transaction, 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 ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 53,611 shares of company stock worth $6,066,680 in the last 90 days. 0.01% of the stock is owned by insiders.

Wall Street Analyst Weigh In

A number of research analysts have issued reports on the company. Zacks Research downgraded Cisco Systems from a "strong-buy" rating to a "hold" rating in a report on Tuesday, August 4th. Morgan Stanley lifted their target price on shares of Cisco Systems from $130.00 to $135.00 and gave the company an "overweight" rating in a report on Thursday, August 13th. Citigroup boosted their target price on shares of Cisco Systems from $90.00 to $112.00 and gave the company a "buy" rating in a research note on Thursday, May 14th. Argus increased their price target on shares of Cisco Systems from $100.00 to $150.00 and gave the stock a "buy" rating in a report on Tuesday, May 19th. Finally, KeyCorp raised their price target on shares of Cisco Systems from $130.00 to $135.00 and gave the company an "overweight" rating in a research report on Thursday, August 13th. Two research analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and seven have issued a Hold rating to the stock. Based on data from MarketBeat, Cisco Systems has an average rating of "Moderate Buy" and a consensus target price of $129.43.

Key Headlines Impacting Cisco Systems

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.

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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