MSH Capital Advisors LLC Cuts Stake in Cisco Systems, Inc. $CSCO

Key Points

• MSH Capital Advisors cut its Cisco stake by 29.4% in the second quarter, selling 11,847 shares and retaining 28,489 shares valued at approximately $3.35 million. Institutional investors collectively own 73.33% of Cisco.
• Cisco reported quarterly earnings of $1.22 per share and revenue of $17.25 billion, exceeding analyst estimates, while revenue increased 17.6% year over year. The company also maintained a quarterly dividend of $0.42 per share, yielding about 1.5% annually.
• Analysts maintain a “Moderate Buy” consensus on CSCO, with an average price target of $129.43; however, insiders have sold shares recently and some analysts remain cautious about valuation, margins and whether AI orders will translate into near-term earnings growth.

MSH Capital Advisors LLC cut its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) by 29.4% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 28,489 shares of the network equipment provider's stock after selling 11,847 shares during the period. MSH Capital Advisors LLC's holdings in Cisco Systems were worth $3,346,000 at the end of the most recent quarter.

A number of other institutional investors have also recently made changes to their positions in CSCO. Cozad Asset Management Inc. raised its stake in Cisco Systems by 0.3% in the first quarter. Cozad Asset Management Inc. now owns 26,203 shares of the network equipment provider's stock valued at $2,033,000 after buying an additional 87 shares during the last quarter. Dogwood Wealth Management LLC grew its stake in shares of Cisco Systems by 3.9% during the second quarter. Dogwood Wealth Management LLC now owns 2,413 shares of the network equipment provider's stock worth $283,000 after acquiring an additional 90 shares during the last quarter. Financial Insights Inc. grew its stake in shares of Cisco Systems by 1.5% during the first quarter. Financial Insights Inc. now owns 6,220 shares of the network equipment provider's stock worth $483,000 after acquiring an additional 92 shares during the last quarter. CPA Asset Management Group LLC increased its holdings in shares of Cisco Systems by 1.8% during the second quarter. CPA Asset Management Group LLC now owns 5,335 shares of the network equipment provider's stock valued at $627,000 after acquiring an additional 93 shares in the last quarter. Finally, Southern Financial Group LLC raised its position in shares of Cisco Systems by 1.1% in the 1st quarter. Southern Financial Group LLC now owns 9,159 shares of the network equipment provider's stock valued at $711,000 after purchasing an additional 102 shares during the last quarter. Institutional investors and hedge funds own 73.33% of the company's stock.

Cisco Systems Price Performance

Shares of Cisco Systems stock opened at $109.59 on Friday. The firm has a market cap of $431.94 billion, a PE ratio of 32.81, a P/E/G ratio of 2.35 and a beta of 1.02. Cisco Systems, Inc. has a twelve month low of $66.13 and a twelve month high of $130.37. The company has a quick ratio of 0.79, a current ratio of 0.93 and a debt-to-equity ratio of 0.39. The business has a 50-day moving average price of $116.22 and a 200 day moving average price of $100.16.

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, topping the consensus estimate of $1.17 by $0.05. Cisco Systems had a return on equity of 30.16% and a net margin of 20.95%.The company had revenue of $17.25 billion during the quarter, compared to analyst estimates of $16.84 billion. During the same period in the previous year, the business earned $0.99 EPS. Cisco Systems's quarterly 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. Sell-side analysts predict that Cisco Systems, Inc. will post 4.09 earnings per share for the current fiscal year.

Cisco Systems Announces Dividend

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. 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 Activity

In other news, EVP Oliver Tuszik sold 2,760 shares of Cisco Systems stock in a transaction dated Friday, August 14th. The stock was sold at an average price of $112.46, for a total value of $310,389.60. Following the completion of the transaction, the executive vice president owned 165,276 shares in the company, valued at approximately $18,586,938.96. This trade represents a 1.64% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Jeetendra I. Patel sold 7,170 shares of the business's stock in a transaction dated Friday, August 14th. The stock was sold at an average price of $111.57, for a total value of $799,956.90. Following the transaction, the insider directly owned 230,593 shares of the company's stock, valued at approximately $25,727,261.01. This represents a 3.02% 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 a total of 53,611 shares of company stock worth $6,066,680 in the last three months. 0.01% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

A number of research firms recently commented on CSCO. Weiss Ratings upgraded shares of Cisco Systems from a "buy (b-)" rating to a "buy (b)" rating in a research note on Friday, May 29th. Zacks Research cut shares of Cisco Systems from a "strong-buy" rating to a "hold" rating in a report on Tuesday, August 4th. BNP Paribas Exane lifted their price objective on shares of Cisco Systems from $87.00 to $132.00 and gave the stock an "outperform" rating in a research note on Thursday, May 14th. UBS Group boosted their price objective on shares of Cisco Systems from $132.00 to $138.00 and gave the company a "buy" rating in a report on Thursday, August 13th. Finally, Rosenblatt Securities upped their target price on Cisco Systems from $150.00 to $165.00 and gave the company a "buy" rating in a research report on Thursday, August 13th. Two investment analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and seven have assigned a Hold rating to the company. According to data from MarketBeat, the company has a consensus rating of "Moderate Buy" and an average target price of $129.43.

More Cisco Systems News

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

• Positive Sentiment: AI infrastructure demand remains a major growth catalyst. Cisco reported $4 billion in AI infrastructure orders during the quarter, helping drive record fiscal-year results. Product revenue increased 24% year over year, while total quarterly revenue rose 18% to $17.25 billion and adjusted earnings exceeded consensus estimates. Cisco Q4 2026 Earnings Call Transcript
• Positive Sentiment: Analysts see additional upside potential. Bank of America reiterated a Buy rating and a $150 price target, indicating confidence in Cisco’s AI networking opportunity, although execution on a key business issue will remain important. BofA makes bold call on Cisco stock after earnings
• Positive Sentiment: Expansion into streaming infrastructure could broaden Cisco’s opportunity. Demand for low-latency live video, AI-enabled media workflows and expanded content-delivery capacity is highlighting Cisco’s networking equipment as a potential beneficiary. What Could Cisco Systems Gain From The Streaming Infrastructure Boom?
• Neutral Sentiment: An executive sold 5,832 shares worth approximately $650,000 under a pre-arranged Rule 10b5-1 trading plan. Because the sale represented only 4.35% of the executive’s holdings and was scheduled in advance, it may have limited fundamental significance. Cisco executive SEC filing
• Negative Sentiment: The market is concerned that strong AI orders may not fully translate into near-term earnings growth. Analysts cited margin pressure, softer recurring revenue growth and Cisco’s premium valuation as reasons to remain cautious, producing a “hold” view from some commentators despite the revenue beat. Cisco Drops 10% Post Q4 Earnings

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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