Revolve Wealth Partners LLC Has $2.16 Million Stake in Cisco Systems, Inc. $CSCO

Key Points

• Revolve Wealth Partners increased its Cisco stake by 84.2%. The firm owned 18,383 shares worth approximately $2.16 million at the latest filing, while institutional investors and hedge funds collectively held 73.33% of CSCO.
• Cisco’s recent results exceeded expectations, supported by AI and networking demand. The company reported quarterly EPS of $1.06 versus the $1.03 consensus and revenue of $15.84 billion, up 12% year over year; upcoming earnings and guidance are the key near-term catalysts.
• Analyst sentiment is moderately bullish, but valuation and execution risks remain. Cisco has an average “Moderate Buy” rating and a $123.14 price target, alongside a $0.42 quarterly dividend, while risks include elevated valuation, competition, higher costs and whether AI growth is already priced into the stock.

Revolve Wealth Partners LLC raised its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) by 84.2% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 18,383 shares of the network equipment provider's stock after acquiring an additional 8,405 shares during the period. Revolve Wealth Partners LLC's holdings in Cisco Systems were worth $2,159,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently made changes to their positions in the business. Intesa Sanpaolo Wealth Management acquired a new position in shares of Cisco Systems during the 4th quarter worth about $25,000. MidAtlantic Capital Management Inc. acquired a new stake in Cisco Systems in the 4th quarter valued at approximately $25,000. Networth Advisors LLC increased its position in Cisco Systems by 276.4% in the 1st quarter. Networth Advisors LLC now owns 335 shares of the network equipment provider's stock worth $26,000 after buying an additional 246 shares during the period. Manning & Napier Advisors LLC increased its position in Cisco Systems by 137.0% in the 1st quarter. Manning & Napier Advisors LLC now owns 346 shares of the network equipment provider's stock worth $27,000 after buying an additional 200 shares during the period. Finally, Financial Life Planners acquired a new position in shares of Cisco Systems during the first quarter worth approximately $27,000. 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: AI and networking demand are the key upside drivers. Analysts expect Cisco’s results to reflect strong demand for AI-related networking infrastructure, building on the company’s recent revenue growth and earnings beat. Investors will focus on whether orders, backlog and guidance support further gains. Cisco Q4 Earnings Preview: What Investors Should Expect
• Positive Sentiment: Analysts have been raising price targets. The favorable analyst activity ahead of earnings provides additional support for CSCO, which has been trading above both its 50-day and 200-day moving averages. Cisco Systems Is In a Trading Range Ahead of Earnings
• Neutral Sentiment: Earnings are the immediate catalyst. Cisco is among the week’s major reporting companies, making its results, forward guidance and AI-related commentary especially important for the stock. Options activity indicates investors expect CSCO to remain in a relatively defined trading range before the report. Option Volatility and Earnings Report for Aug. 10–14
• Negative Sentiment: Execution and valuation risks remain. Higher memory costs, Splunk’s cloud transition, intense competition and the possibility that AI growth is already priced into CSCO could pressure the shares if results or guidance disappoint. Should Buy, Sell or Hold Cisco Stock Before Q4 Earnings?

Cisco Systems Stock Up 0.9%

CSCO opened at $122.57 on Tuesday. The company has a market capitalization of $483.10 billion, a P/E ratio of 39.80, a P/E/G ratio of 2.74 and a beta of 1.02. The company has a debt-to-equity ratio of 0.40, a current ratio of 0.92 and a quick ratio of 0.81. The firm's fifty day moving average price is $117.77 and its two-hundred day moving average price is $98.05. Cisco Systems, Inc. has a fifty-two week low of $65.75 and a fifty-two week high of $130.37.

Cisco Systems (NASDAQ:CSCO - Get Free Report) last announced its quarterly earnings data on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.03 by $0.03. The company had revenue of $15.84 billion during the quarter, compared to analysts' expectations of $15.56 billion. Cisco Systems had a net margin of 20.14% and a return on equity of 28.44%. The business's revenue was up 12.0% on a year-over-year basis. During the same quarter in the prior year, the company posted $0.96 EPS. Cisco Systems has set its Q4 2026 guidance at 1.160-1.180 EPS and its FY 2026 guidance at 4.270-4.290 EPS. On average, analysts anticipate that Cisco Systems, Inc. will post 3.54 EPS for the current year.

Cisco Systems Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Wednesday, July 22nd. Shareholders of record on Monday, July 6th were paid a dividend of $0.42 per share. The ex-dividend date was Monday, July 6th. This represents a $1.68 dividend on an annualized basis and a yield of 1.4%. Cisco Systems's dividend payout ratio (DPR) is currently 54.55%.

Analysts Set New Price Targets

Several equities research analysts have recently weighed in on the company. Zacks Research cut Cisco Systems from a "strong-buy" rating to a "hold" rating in a research report on Tuesday, August 4th. Argus boosted their target price on shares of Cisco Systems from $100.00 to $150.00 and gave the stock a "buy" rating in a research report on Tuesday, May 19th. New Street Research upped their target price on shares of Cisco Systems from $82.00 to $122.00 and gave the company a "neutral" rating in a research note on Thursday, May 14th. Citigroup increased their price target on shares of Cisco Systems from $90.00 to $112.00 and gave the company a "buy" rating in a report on Thursday, May 14th. Finally, Piper Sandler raised their price target on shares of Cisco Systems from $86.00 to $132.00 and gave the stock a "neutral" rating in a research report on Thursday, May 14th. Two research analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating and seven have assigned a Hold rating to the company's stock. According to MarketBeat.com, the stock has an average rating of "Moderate Buy" and an average target price of $123.14.

Insider Activity

In other news, EVP Deborah L. Stahlkopf sold 6,586 shares of the company's stock in a transaction dated Friday, May 15th. The shares were sold at an average price of $117.31, for a total value of $772,603.66. Following the sale, the executive vice president owned 177,223 shares of the company's stock, valued at approximately $20,790,030.13. This represents a 3.58% 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 2,761 shares of the firm's stock in a transaction that occurred on Friday, May 15th. The stock was sold at an average price of $114.61, for a total transaction of $316,438.21. Following the sale, the executive vice president directly owned 180,877 shares of the company's stock, valued at approximately $20,730,312.97. The trade was a 1.50% decrease in their position. 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. Over the last quarter, insiders have sold 47,650 shares of company stock valued at $5,668,823. 0.01% of the stock is owned by company insiders.

About Cisco Systems

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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