Rice Hall James & Associates LLC bought a new position in shares of Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 23,166 shares of the network equipment provider's stock, valued at approximately $2,721,000.
A number of other large investors also recently added to or reduced their stakes in the business. MidAtlantic Capital Management Inc. purchased a new position in shares of Cisco Systems in the fourth quarter worth $25,000. Intesa Sanpaolo Wealth Management purchased a new position in Cisco Systems during the fourth quarter valued at $25,000. Networth Advisors LLC increased its holdings in Cisco Systems by 276.4% in the 1st quarter. Networth Advisors LLC now owns 335 shares of the network equipment provider's stock valued at $26,000 after acquiring an additional 246 shares during the last quarter. Financial Life Planners purchased a new stake in Cisco Systems in the 1st quarter worth $27,000. Finally, Manning & Napier Advisors LLC boosted its holdings in shares of Cisco Systems by 137.0% during the 1st 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 last quarter. 73.33% of the stock is owned by hedge funds and other institutional investors.
Cisco Systems News Summary
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.
Insider Transactions at Cisco Systems
In related news, 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 completion of the transaction, the executive vice president directly owned 165,276 shares of the company's stock, valued at approximately $18,586,938.96. The trade was a 1.64% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through 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 company's stock in a transaction dated Friday, August 14th. The shares were sold at an average price of $111.53, for a total transaction of $723,495.11. Following the transaction, the executive vice president owned 167,116 shares in the company, valued at $18,638,447.48. The trade was a 3.74% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 69,179 shares of company stock worth $7,985,229. 0.01% of the stock is currently owned by insiders.
Cisco Systems Price Performance
NASDAQ:CSCO opened at $111.61 on Wednesday. The firm 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 debt-to-equity ratio of 0.39, a current ratio of 0.93 and a quick ratio of 0.79. The business has a 50 day simple moving average of $116.63 and a 200-day simple moving average of $99.71. Cisco Systems, Inc. has a 1 year low of $66.13 and a 1 year high of $130.37.
Cisco Systems (NASDAQ:CSCO - Get Free Report) last released its earnings results on Wednesday, August 12th. The network equipment provider reported $1.22 earnings per share for the quarter, beating the consensus estimate of $1.17 by $0.05. The firm had revenue of $17.25 billion for 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%.The company's revenue for the quarter was up 17.6% compared to the same quarter last year. During the same quarter in the previous year, the company posted $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 forecast that Cisco Systems, Inc. will post 4.09 EPS for the current year.
Cisco Systems Announces Dividend
The company also recently announced a quarterly dividend, which will be paid on Wednesday, October 21st. Stockholders of record on Friday, October 2nd will be issued a $0.42 dividend. 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 (DPR) is 50.30%.
Analysts Set New Price Targets
Several equities research analysts have recently issued reports on the company. Truist Financial lifted their target price on Cisco Systems from $125.00 to $140.00 and gave the stock a "buy" rating in a report on Thursday, August 13th. Rosenblatt Securities increased their price target on Cisco Systems from $150.00 to $165.00 and gave the company a "buy" rating in a research note on Thursday, August 13th. HSBC cut Cisco Systems from a "buy" rating to a "hold" rating and cut their price target for the company from $137.00 to $120.00 in a report on Friday, August 14th. Wells Fargo & Company increased their target price on Cisco Systems from $130.00 to $150.00 and gave the company an "overweight" rating in a research report on Thursday, August 13th. Finally, Barclays raised their target price on shares of Cisco Systems from $121.00 to $123.00 and gave the company an "equal weight" rating in a 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 stock. According to MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and a consensus target price of $129.43.
View Our Latest Stock Report on CSCO
About Cisco Systems
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Free Report)
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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