MASTERINVEST Kapitalanlage GmbH Takes Position in Cisco Systems, Inc. $CSCO

Key Points

• MASTERINVEST Kapitalanlage GmbH acquired 172,907 Cisco shares worth approximately $20.3 million, making Cisco its 11th-largest portfolio holding at 1.7% of assets. Institutional investors collectively own 73.33% of Cisco.
• Analyst sentiment remains broadly positive, with Cisco holding a “Moderate Buy” consensus rating and an average price target of $129.43. Recent targets ranged from $96 to $165, though HSBC downgraded the stock to “Hold.”
• Cisco exceeded quarterly expectations with $1.22 in EPS and $17.25 billion in revenue, up 17.6% year over year, and declared a quarterly dividend of $0.42 per share. AI infrastructure demand, NVIDIA partnerships and cybersecurity expansion are key growth catalysts, while lower-cost open-source alternatives pose a competitive risk.

MASTERINVEST Kapitalanlage GmbH acquired a new position in Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund acquired 172,907 shares of the network equipment provider's stock, valued at approximately $20,310,000. Cisco Systems accounts for approximately 1.7% of MASTERINVEST Kapitalanlage GmbH's investment portfolio, making the stock its 11th largest position.

Several other large investors have also made changes to their positions in the business. Brighton Jones LLC increased its position in Cisco Systems by 49.5% in the 4th 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 during the period. Revolve Wealth Partners LLC boosted its position in shares of Cisco Systems by 37.0% in the fourth quarter. Revolve Wealth Partners LLC now owns 9,156 shares of the network equipment provider's stock valued at $542,000 after acquiring an additional 2,474 shares during the period. Sivia Capital Partners LLC grew its stake in shares of Cisco Systems by 7.5% in the second 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 second 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 during the last quarter. Finally, Marshall Wace LLP increased its position 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 acquiring an additional 590,650 shares during the period. Institutional investors and hedge funds own 73.33% of the company's stock.

Analyst Ratings Changes

A number of brokerages have weighed in on CSCO. JPMorgan Chase & Co. increased their price target on shares of Cisco Systems from $95.00 to $96.00 in a report on Monday, May 11th. Wall Street Zen upgraded shares of Cisco Systems from a "hold" rating to a "buy" rating in a report on Saturday, August 15th. HSBC lowered shares of Cisco Systems from a "buy" rating to a "hold" rating and cut their price objective for the company from $137.00 to $120.00 in a research report on Friday, August 14th. Citigroup increased 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. Finally, Rosenblatt Securities lifted their target price on Cisco Systems from $150.00 to $165.00 and gave the stock a "buy" rating in a research report on Thursday, August 13th. Two equities research analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and seven have given a Hold rating to the company's stock. According to data from MarketBeat.com, Cisco Systems presently has an average rating of "Moderate Buy" and a consensus price target of $129.43.

Cisco Systems Trading Down 0.2%

CSCO stock opened at $112.15 on Friday. Cisco Systems, Inc. has a 1-year low of $66.13 and a 1-year high of $130.37. The company has a current ratio of 0.93, a quick ratio of 0.79 and a debt-to-equity ratio of 0.39. The business's 50 day moving average is $115.41 and its 200-day moving average is $101.18. The firm has a market cap of $442.03 billion, a P/E ratio of 33.58, a P/E/G ratio of 2.20 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 EPS for the quarter, topping the consensus estimate of $1.17 by $0.05. The business had revenue of $17.25 billion during the quarter, compared to the consensus estimate 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 last 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 anticipate that Cisco Systems, Inc. will post 4.44 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. Shareholders of record on Friday, October 2nd will be issued a dividend of $0.42 per share. The ex-dividend date of this dividend is Friday, October 2nd. This represents a $1.68 dividend on an annualized basis and a dividend yield of 1.5%. Cisco Systems's dividend payout ratio (DPR) is presently 50.30%.

Insider Buying and Selling

In other news, 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 value of $650,093.04. Following the sale, the executive vice president owned 128,382 shares of the company's stock, valued at approximately $14,310,741.54. This represents a 4.35% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, 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 2,760 shares of Cisco Systems stock in a transaction dated Friday, August 14th. The shares were sold at an average price of $112.46, for a total transaction of $310,389.60. Following the transaction, the executive vice president directly owned 165,276 shares of the company's stock, valued at $18,586,938.96. This represents a 1.64% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 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 three months. Company insiders own 0.01% of the company's stock.

Key Stories Impacting Cisco Systems

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

• Positive Sentiment: Morgan Stanley maintained a $135 price target and cited Cisco’s potential supply advantage through TSMC amid shortages affecting the AI infrastructure industry. The endorsement suggests analysts see room for further appreciation from current levels. Morgan Stanley keeps Cisco at $135 on TSMC supply edge
• Positive Sentiment: AI networking demand remains a key catalyst. Reports point to strong hyperscaler orders, networking growth, and Cisco’s expanding security portfolio as advantages over Hewlett Packard Enterprise for long-term investors. HPE vs. CSCO: Which Stock Has an Edge in the Networking Space?
• Positive Sentiment: Cisco is expanding its partnership with NVIDIA around AI infrastructure and liquid-cooling systems, positioning the company to benefit as data centers adopt higher-density AI computing. Its Secure AI Factory initiative also embeds cybersecurity into AI deployments, potentially supporting software and security growth. Nvidia's AI Chips Are Making Liquid Cooling the New Standard as Cisco Expands Its AI Bet Cisco Expands Secure AI Factory
• Positive Sentiment: Cisco’s move into rack-scale compute through a Supermicro-related AI infrastructure partnership could increase its share of AI buildout spending beyond traditional networking hardware. Cisco just broke its biggest hardware rule to chase the AI boom
• Neutral Sentiment: Cisco gave all 90,000 employees access to personal AI agents, demonstrating internal AI adoption and potentially improving productivity, though the near-term financial impact is unclear. Cisco Gave All 90,000 Employees Their Own AI Agent
• Negative Sentiment: A customer success story describes Spicer Group replacing its Cisco-based networking stack with open-source VyOS across 13 sites. While only one customer example, it highlights the competitive risk from lower-cost, flexible alternatives. VyOS Powers Spicer Group's Cisco-to-Open-Source Network Transformation

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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