Van Hulzen Asset Management LLC Sells 63,751 Shares of Cisco Systems, Inc. $CSCO

Van Hulzen Asset Management LLC cut its stake in Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) by 19.7% in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 259,194 shares of the network equipment provider's stock after selling 63,751 shares during the quarter. Cisco Systems comprises approximately 2.1% of Van Hulzen Asset Management LLC's investment portfolio, making the stock its 10th biggest position. Van Hulzen Asset Management LLC's holdings in Cisco Systems were worth $30,445,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Cozad Asset Management Inc. lifted its holdings in Cisco Systems by 0.3% during the 1st quarter. Cozad Asset Management Inc. now owns 26,203 shares of the network equipment provider's stock worth $2,033,000 after buying an additional 87 shares during the last quarter. Dogwood Wealth Management LLC raised its position in shares of Cisco Systems by 3.9% during the 2nd 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 in the last quarter. August Group Capital Ltd lifted its stake in Cisco Systems by 2.0% during the second quarter. August Group Capital Ltd now owns 4,723 shares of the network equipment provider's stock worth $555,000 after purchasing an additional 91 shares during the last quarter. Financial Insights Inc. boosted its holdings in Cisco Systems by 1.5% in the first quarter. Financial Insights Inc. now owns 6,220 shares of the network equipment provider's stock valued at $483,000 after purchasing an additional 92 shares in the last quarter. Finally, CPA Asset Management Group LLC increased its stake in Cisco Systems by 1.8% in 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 purchasing an additional 93 shares during the last quarter. Institutional investors and hedge funds own 73.33% of the company's stock.

Insider Activity

In other news, EVP Oliver Tuszik sold 2,760 shares of the company's stock in a transaction on Friday, August 14th. The shares were sold at an average price of $112.46, for a total transaction of $310,389.60. Following the transaction, the executive vice president directly owned 165,276 shares of the company's stock, valued at $18,586,938.96. This represents a 1.64% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through 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 firm's stock in a transaction dated Tuesday, June 16th. The shares were sold at an average price of $119.91, for a total transaction of $854,598.57. Following the completion of the sale, the executive vice president owned 140,857 shares of the company's stock, valued at $16,890,162.87. This trade represents a 4.82% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 51,004 shares of company stock valued at $5,750,920 over the last three months. 0.01% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

CSCO has been the topic of a number of research analyst reports. Barclays raised their price objective on shares of Cisco Systems from $121.00 to $123.00 and gave the stock an "equal weight" rating in a report on Thursday, August 13th. Weiss Ratings reiterated a "buy (b)" rating on shares of Cisco Systems in a research note on Wednesday, August 26th. Citigroup upped their price objective on shares of Cisco Systems from $90.00 to $112.00 and gave the company a "buy" rating in a research note on Thursday, May 14th. Freedom Capital raised Cisco Systems from a "hold" rating to a "strong-buy" rating in a report on Sunday, August 16th. Finally, HSBC cut Cisco Systems from a "buy" rating to a "hold" rating and cut their target price for the stock from $137.00 to $120.00 in a research report on Friday, August 14th. Two analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating and seven have issued a Hold rating to the company's stock. Based on data from MarketBeat, Cisco Systems currently has a consensus rating of "Moderate Buy" and an average price target of $129.68.

Cisco Systems Trading Up 0.2%

Shares of Cisco Systems stock opened at $109.43 on Thursday. Cisco Systems, Inc. has a 52-week low of $66.13 and a 52-week 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 company's 50-day simple moving average is $113.77 and its 200-day simple moving average is $103.04. The firm has a market cap of $431.44 billion, a price-to-earnings ratio of 32.76, a price-to-earnings-growth ratio of 2.27 and a beta of 1.00.

Cisco Systems (NASDAQ:CSCO - Get Free Report) last posted its quarterly earnings results on Wednesday, August 12th. The network equipment provider reported $1.22 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.17 by $0.05. Cisco Systems had a net margin of 20.95% and a return on equity of 30.16%. The firm had revenue of $17.25 billion during the quarter, compared to analysts' expectations of $16.84 billion. During the same period in the prior year, the company posted $0.99 earnings per share. The firm's revenue for the quarter 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. As a group, equities research analysts anticipate that Cisco Systems, Inc. will post 4.43 earnings per share for the current year.

Cisco Systems Announces Dividend

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

Cisco Systems News Summary

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

• Positive Sentiment: Cisco said AI agents now account for approximately 60% of global inference activity, with AI token usage up fourteenfold. The trend reinforces the company’s thesis that expanding AI workloads will require significant networking investment. Cisco Says AI Agents Now Consume 60% of Global Inference
• Positive Sentiment: Cisco, Advanced Micro Devices and Humain have launched an AI infrastructure deployment in Saudi Arabia. The system combines AMD’s Instinct GPUs and EPYC processors with Cisco’s Silicon One-based 800G switches, supporting Humain’s planned GPU-as-a-service offering across the Middle East and providing Cisco with a potentially significant new growth market. AMD-Cisco Middle East AI Opportunity
• Positive Sentiment: Industry data showed campus-switch prices rose 19% in the second quarter amid component shortages, helping drive positive market revenue growth. Higher average selling prices could benefit Cisco’s switching business, although supply constraints remain a limitation. Dell’Oro Campus Switch Market Report
• Neutral Sentiment: Analyst coverage currently reflects a consensus “Moderate Buy” rating, while recent Zacks coverage focused on whether the stock’s strong AI exposure and fundamentals justify buying after its pullback. Cisco Receives Moderate Buy Consensus
• Negative Sentiment: Analysts warn that Cisco’s fastest growth increasingly depends on hyperscale customers. A hardware-heavy AI expansion could also pressure gross margins, making the stock vulnerable if hyperscaler spending slows or infrastructure returns normalize. Cisco Growth and Hyperscaler Risk

Cisco Systems Company Profile

Cisco Systems, Inc is a global technology company that provides networking, cybersecurity, collaboration, observability and other information technology solutions. Its offerings include routers, switches, wireless networking equipment, data center infrastructure, security platforms, unified communications tools and software designed to help organizations connect, manage and protect their digital environments.

Cisco serves businesses, government agencies, educational institutions, telecommunications providers and other organizations worldwide.

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