107,126 Shares in Cisco Systems, Inc. $CSCO Acquired by S&CO Inc.

S&CO Inc. bought a new position in Cisco Systems, Inc. (NASDAQ:CSCO) in the second quarter, HoldingsChannel.com reports. The institutional investor bought 107,126 shares of the network equipment provider’s stock, valued at approximately $12,583,000.

Other institutional investors have also recently added to or reduced their stakes in the company. MidAtlantic Capital Management Inc. acquired a new stake in shares of Cisco Systems during the 4th quarter worth approximately $25,000. Intesa Sanpaolo Wealth Management acquired a new position in shares of Cisco Systems during the 4th quarter valued at $25,000. Networth Advisors LLC boosted its stake in 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 acquiring an additional 246 shares in the last quarter. Financial Life Planners acquired a new stake in Cisco Systems in the first quarter worth $27,000. Finally, Manning & Napier Advisors LLC grew 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 worth $27,000 after purchasing an additional 200 shares during the period. 73.33% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other news, EVP Oliver Tuszik sold 2,607 shares of the stock in a transaction that occurred on Thursday, June 11th. The stock was sold at an average price of $121.12, for a total value of $315,759.84. Following the completion of the sale, the executive vice president directly owned 172,727 shares of the company’s stock, valued at $20,920,694.24. This represents a 1.49% decrease in their ownership of the stock. The sale 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, CEO Charles Robbins sold 21,400 shares of the firm’s stock in a transaction that occurred on Friday, May 22nd. The shares were sold at an average price of $120.03, for a total value of $2,568,642.00. Following the completion of the transaction, the chief executive officer owned 637,085 shares in the company, valued at $76,469,312.55. This represents a 3.25% 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. In the last ninety days, insiders sold 31,134 shares of company stock valued at $3,739,000. Corporate insiders own 0.01% of the company’s stock.

Cisco Systems Stock Down 1.6%

Cisco Systems stock opened at $111.68 on Friday. The firm has a market capitalization of $440.18 billion, a price-to-earnings ratio of 33.44, a price-to-earnings-growth ratio of 2.52 and a beta of 1.02. The firm’s fifty day moving average price is $117.03 and its two-hundred day moving average price is $99.09. Cisco Systems, Inc. has a 1-year low of $65.75 and a 1-year high of $130.37. The company has a current ratio of 0.93, a quick ratio of 0.81 and a debt-to-equity ratio of 0.39.

Cisco Systems (NASDAQ:CSCO) last posted its earnings results 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 net margin of 20.95% and a return on equity of 30.16%. The company had revenue of $17.25 billion during the quarter, compared to the consensus estimate of $16.84 billion. During the same period in the previous year, the firm 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. On average, equities research 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. Shareholders of record on Friday, October 2nd will be issued a dividend of $0.42 per share. This represents a $1.68 dividend on an annualized basis and a yield of 1.5%. The ex-dividend date of this dividend is Friday, October 2nd. Cisco Systems’s payout ratio is currently 50.30%.

Analysts Set New Price Targets

Several equities analysts have recently weighed in on CSCO shares. Argus upped their price objective on shares of Cisco Systems from $100.00 to $150.00 and gave the company a “buy” rating in a report on Tuesday, May 19th. Weiss Ratings upgraded Cisco Systems from a “buy (b-)” rating to a “buy (b)” rating in a research note on Friday, May 29th. Wall Street Zen raised Cisco Systems from a “hold” rating to a “buy” rating in a research report on Saturday. Citic Securities upped their price target on Cisco Systems from $90.00 to $130.00 in a research note on Friday, May 15th. Finally, KeyCorp raised their price objective on Cisco Systems from $130.00 to $135.00 and gave the company an “overweight” rating in a research note on Thursday. One research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and seven have given a Hold rating to the company’s stock. According to data from MarketBeat, Cisco Systems currently has an average rating of “Moderate Buy” and an average target price of $129.43.

Key Headlines Impacting Cisco Systems

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

• Positive Sentiment: AI demand is accelerating. Cisco reported fiscal Q4 revenue of approximately $17.3 billion, up 18% year over year, and adjusted EPS of $1.22 versus the $1.17 consensus estimate. AI infrastructure orders increased 4.5 times to $9.3 billion for fiscal 2026, while management expects approximately $7.5 billion of hyperscaler AI infrastructure revenue in fiscal 2027. Chuck Robbins Says AI Is Fueling a Networking Supercycle
• Positive Sentiment: Fiscal 2027 guidance exceeded expectations. Management forecast roughly 15% revenue growth, supported by hyperscaler spending, data-center switching and broader networking upgrades. Several firms—including UBS, Truist, Wells Fargo, KeyCorp, Morgan Stanley and Rosenblatt—raised their price targets and maintained bullish ratings, suggesting long-term upside if the AI networking cycle continues. Cisco Just Gave Investors Three Big Reasons to Be Bullish
• Neutral Sentiment: The market is demanding faster growth. Despite the earnings beat and upbeat outlook, Cisco’s shares have decreased because expectations were already elevated after a substantial rally. Investors are questioning whether the company’s AI momentum can remain strong beyond the current infrastructure buildout and whether Cisco’s premium valuation is justified. Cisco Shares Slide Despite Earnings Beat and Strong Guidance
• Negative Sentiment: Margin pressure is the primary concern. AI infrastructure growth is arriving mainly through lower-margin hardware, creating mix-related gross-margin compression and raising questions about how profitably Cisco can scale orders. HSBC downgraded CSCO to Hold from Buy and reduced its price target to $120 from $137, citing a lack of near-term catalysts even after the strong quarter. Cisco Beat on Every Line, Then Fell on What AI Costs to Ship

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.