Meeder Advisory Services Inc. Makes New Investment in Cisco Systems, Inc. $CSCO

Key Points

• Meeder Advisory Services purchased 101,573 Cisco shares during the second quarter, worth approximately $11.9 million; institutional investors collectively own 73.33% of the company.
• Cisco reported record quarterly revenue of $17.25 billion, up 17.6% year over year, and EPS of $1.22, beating estimates. Strong AI-infrastructure orders and projected fiscal 2027 EPS of $5.05–$5.11 support the company’s growth outlook.
• Analysts maintain a consensus “Moderate Buy” rating with a $129.43 price target, but margin pressure from higher memory costs and hardware mix, along with recent insider selling, remains a concern. Cisco also declared a quarterly dividend of $0.42 per share, yielding about 1.5% annually.

Meeder Advisory Services Inc. bought a new stake in Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm bought 101,573 shares of the network equipment provider's stock, valued at approximately $11,931,000.

A number of other institutional investors have also recently made changes to their positions in the company. MidAtlantic Capital Management Inc. acquired a new stake in Cisco Systems during the 4th quarter worth $25,000. Intesa Sanpaolo Wealth Management purchased a new stake in shares of Cisco Systems in the 4th quarter valued at approximately $25,000. Networth Advisors LLC grew its position in Cisco Systems by 276.4% in the first quarter. Networth Advisors LLC now owns 335 shares of the network equipment provider's stock worth $26,000 after acquiring an additional 246 shares during the period. Financial Life Planners acquired a new stake in Cisco Systems during the first quarter worth $27,000. Finally, Manning & Napier Advisors LLC raised its position in Cisco Systems by 137.0% in the first quarter. Manning & Napier Advisors LLC now owns 346 shares of the network equipment provider's stock valued at $27,000 after purchasing an additional 200 shares during the period. 73.33% of the stock is owned by institutional investors and hedge funds.

Key Cisco Systems News

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

• Positive Sentiment: Cisco reported record fiscal fourth-quarter revenue of about $17.3 billion, up 18% year over year, and non-GAAP EPS of $1.22, exceeding the $1.17 consensus estimate. Management also forecast fiscal 2027 EPS of $5.05–$5.11 and expects $7.5 billion in AI-infrastructure revenue, reinforcing the company’s growth outlook. Cisco AI infrastructure and margin article
• Positive Sentiment: Strong AI-infrastructure orders—$4 billion in the latest quarter and $9.3 billion for fiscal 2026—are increasing investor confidence that Cisco is benefiting from data-center networking demand. Reports identifying Cisco among Fabrinet’s AI-related customers provide additional support for the broader AI supply-chain opportunity. Strong AI infrastructure orders article
• Positive Sentiment: Freedom Capital upgraded Cisco from “hold” to “strong buy.” Other analysts, including Wells Fargo, have raised price targets, and the broader analyst consensus remains “Moderate Buy.”
• Neutral Sentiment: The earnings-driven selloff has prompted some commentators to call the decline an overreaction, while others recommend diversified ETFs as a lower-risk way to gain exposure to Cisco’s AI growth. This reflects optimism about the business but caution about owning the individual stock. Cisco selloff analysis
• Negative Sentiment: Gross margin fell to 66.3% and is expected at roughly 65%–66% in the next quarter. Higher memory costs, pricing changes and a heavier hardware mix are supporting revenue but pressuring profitability, raising questions about how sustainable the AI boom will be. Cisco margin pressure article
• Negative Sentiment: HSBC cut Cisco to “hold,” adding to valuation concerns after the post-earnings decline. CEO Charles Robbins and three other insiders also sold a combined 38,045 shares, although the transactions were made under pre-arranged Rule 10b5-1 plans and the executives retained substantial positions.

Cisco Systems Price Performance

Shares of NASDAQ:CSCO opened at $111.61 on Wednesday. Cisco Systems, Inc. has a one year low of $66.13 and a one year high of $130.37. The stock has a market capitalization of $439.90 billion, a price-to-earnings ratio of 33.42, a PEG ratio of 2.38 and a beta of 1.02. The company has a 50-day simple moving average of $116.63 and a 200-day simple moving average of $99.71. 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 (NASDAQ:CSCO - Get Free Report) last released its quarterly earnings results on Wednesday, August 12th. The network equipment provider reported $1.22 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.17 by $0.05. Cisco Systems had a return on equity of 30.16% and a net margin of 20.95%.The firm had revenue of $17.25 billion for the quarter, compared to analyst estimates of $16.84 billion. During the same quarter last year, the company posted $0.99 earnings per share. The business's 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, analysts predict that Cisco Systems, Inc. will post 4.09 EPS for the current year.

Cisco Systems Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Wednesday, October 21st. Stockholders of record on Friday, October 2nd will be paid a dividend of $0.42 per share. This represents a $1.68 annualized dividend and a dividend yield of 1.5%. The ex-dividend date is Friday, October 2nd. Cisco Systems's dividend payout ratio is 50.30%.

Analysts Set New Price Targets

Several equities analysts have recently commented on CSCO shares. Wells Fargo & Company upped their price target on Cisco Systems from $130.00 to $150.00 and gave the company an "overweight" rating in a research note on Thursday, August 13th. New Street Research raised their price target on shares of Cisco Systems from $82.00 to $122.00 and gave the company a "neutral" rating in a research report on Thursday, May 14th. KeyCorp boosted their price objective on Cisco Systems from $130.00 to $135.00 and gave the stock an "overweight" rating in a research report on Thursday, August 13th. Argus increased 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, The Goldman Sachs Group increased their target price on shares of Cisco Systems from $116.00 to $125.00 and gave the company a "neutral" rating in a research report on Wednesday, June 3rd. Two investment 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, the stock has a consensus rating of "Moderate Buy" and a consensus target price of $129.43.

Insider Activity

In related news, EVP Thimaya K. Subaiya sold 7,127 shares of Cisco Systems stock in a transaction on Tuesday, June 16th. The shares were sold at an average price of $119.91, for a total value of $854,598.57. Following the transaction, the executive vice president directly owned 140,857 shares in the company, valued at $16,890,162.87. This trade represents a 4.82% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Deborah L. Stahlkopf sold 6,487 shares of the business'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 $18,638,447.48. This represents a 3.74% 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. Over the last quarter, insiders sold 69,179 shares of company stock valued at $7,985,229. 0.01% of the stock is currently owned by company insiders.

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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