Strategic Investment Advisors MI Has $1.93 Million Holdings in Cisco Systems, Inc. $CSCO

Key Points

• Strategic Investment Advisors MI increased its Cisco stake by 141.7% in the first quarter, bringing its holdings to 24,835 shares worth approximately $1.93 million. Institutional investors and hedge funds collectively own 73.33% of the company.
• Cisco reported quarterly revenue of $15.84 billion and adjusted earnings of $1.06 per share, surpassing analyst estimates, while revenue grew 12% year over year. Analysts maintain a “Moderate Buy” consensus with an average price target of $123.14.
• Shares opened at $112.44 after a recent 2.7% decline, amid technology-sector volatility and concerns about valuation. Cisco also paid a quarterly dividend of $0.42 per share, while insiders sold 47,650 shares worth about $5.67 million during the last quarter.

Strategic Investment Advisors MI increased its stake in Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) by 141.7% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 24,835 shares of the network equipment provider's stock after purchasing an additional 14,560 shares during the period. Strategic Investment Advisors MI's holdings in Cisco Systems were worth $1,927,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Intesa Sanpaolo Wealth Management bought a new stake in Cisco Systems during the 4th quarter worth about $25,000. MidAtlantic Capital Management Inc. acquired a new stake in shares of Cisco Systems during the 4th quarter worth approximately $25,000. Networth Advisors LLC raised its stake in shares of Cisco Systems by 276.4% during the first 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 last quarter. Manning & Napier Advisors LLC lifted its holdings 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 buying an additional 200 shares during the period. Finally, Financial Life Planners acquired a new position in Cisco Systems in the first quarter valued at approximately $27,000. 73.33% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Cisco Systems

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

• Positive Sentiment: Coverage highlights Cisco’s AI-related cloud demand and enterprise digital-transformation exposure, identifying CSCO alongside Alphabet and Cloudflare as a cloud-computing stock benefiting from increased AI infrastructure spending. 3 Top Cloud Computing Stocks Worth Buying Before August
• Positive Sentiment: An analysis of Cisco’s new AI and quantum-safe security alliances suggests the partnerships could strengthen the company’s cybersecurity positioning and support a more growth-oriented investment narrative over time. Did Cisco’s New AI and Quantum-Safe Security Alliances Just Shift Cisco Systems’ Investment Narrative?
• Neutral Sentiment: Market commentary argues that the semiconductor selloff may be temporary and that investor sentiment could stabilize within days, but it also revives concerns about the volatility of technology stocks. As Semis Sell Off, Rattled Investors Should Heed Last Millennium’s Lesson From Cisco Systems
• Negative Sentiment: Networking-industry coverage points to ongoing headwinds, while a Wall Street Zen downgrade to “Hold” likely reduced enthusiasm among some investors. Wall Street Zen Downgrades Cisco Systems to Hold
• Negative Sentiment: Cisco underperformed the broader market in the latest trading session, reflecting pressure across semiconductors and technology stocks. With a valuation near 34 times earnings, investors may be particularly sensitive to sector weakness and concerns about whether AI-driven growth can justify the premium.

Insider Buying and Selling at Cisco Systems

In related news, insider Jeetendra I. Patel sold 7,169 shares of the firm's stock in a transaction on Friday, May 15th. The shares were sold at an average price of $117.28, for a total transaction of $840,780.32. Following the sale, the insider directly owned 246,737 shares in the company, valued at $28,937,315.36. This trade represents a 2.82% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Thimaya K. Subaiya sold 7,127 shares of the company's stock in a transaction on Tuesday, June 16th. The stock was sold at an average price of $119.91, for a total transaction of $854,598.57. Following the completion of the transaction, the executive vice president directly owned 140,857 shares of the company's stock, valued at approximately $16,890,162.87. The trade was a 4.82% 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 sold a total of 47,650 shares of company stock valued at $5,668,823 over the last quarter. 0.01% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

A number of research firms have commented on CSCO. CICC Research lifted their target price on shares of Cisco Systems from $96.00 to $125.00 and gave the stock an "outperform" rating in a report on Monday, May 18th. Morgan Stanley upped their price target on Cisco Systems from $120.00 to $130.00 and gave the company an "overweight" rating in a research note on Friday, June 12th. The Goldman Sachs Group increased their price target 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. Argus lifted their price objective on shares of Cisco Systems from $100.00 to $150.00 and gave the stock a "buy" rating in a research note on Tuesday, May 19th. Finally, Evercore boosted their price objective on shares of Cisco Systems from $110.00 to $150.00 and gave the company an "outperform" rating in a report on Thursday, May 14th. Three equities research analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and six have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and a consensus price target of $123.14.

Cisco Systems Stock Down 2.7%

Shares of Cisco Systems stock opened at $112.44 on Thursday. The company has a market capitalization of $443.17 billion, a P/E ratio of 36.51, a price-to-earnings-growth ratio of 2.94 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 business has a 50-day moving average of $117.84 and a two-hundred day moving average of $95.53. Cisco Systems, Inc. has a 1 year low of $65.75 and a 1 year high of $130.37.

Cisco Systems (NASDAQ:CSCO - Get Free Report) last released its quarterly earnings data on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share for the quarter, beating the consensus estimate of $1.03 by $0.03. Cisco Systems had a return on equity of 28.44% and a net margin of 20.14%.The business had revenue of $15.84 billion for the quarter, compared to analysts' expectations of $15.56 billion. During the same quarter in the previous year, the business posted $0.96 EPS. Cisco Systems's revenue for the quarter was up 12.0% on a year-over-year basis. 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. As a group, equities analysts predict that Cisco Systems, Inc. will post 3.54 EPS for the current year.

Cisco Systems Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, July 22nd. Stockholders of record on Monday, July 6th were given a dividend of $0.42 per share. The ex-dividend date of this dividend was Monday, July 6th. This represents a $1.68 annualized dividend and a dividend yield of 1.5%. Cisco Systems's dividend payout ratio is currently 54.55%.

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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