49,592 Shares in Cisco Systems, Inc. $CSCO Acquired by Orographic Financial Advisors LLC

Orographic Financial Advisors LLC acquired a new position in Cisco Systems, Inc. (NASDAQ:CSCO) in the first quarter, HoldingsChannel.com reports. The firm acquired 49,592 shares of the network equipment provider’s stock, valued at approximately $3,847,000. Cisco Systems comprises about 2.7% of Orographic Financial Advisors LLC’s investment portfolio, making the stock its 8th largest holding.

Other hedge funds have also recently modified their holdings of the company. MidAtlantic Capital Management Inc. bought a new position in Cisco Systems during the 4th quarter valued at about $25,000. Intesa Sanpaolo Wealth Management bought a new position in shares of Cisco Systems during the 4th quarter valued at $25,000. Networth Advisors LLC boosted its stake in shares of 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 last quarter. Financial Life Planners bought a new stake in shares of Cisco Systems in the first quarter worth $27,000. Finally, Manning & Napier Advisors LLC increased its position in Cisco Systems by 137.0% during the first quarter. Manning & Napier Advisors LLC now owns 346 shares of the network equipment provider’s stock valued at $27,000 after acquiring an additional 200 shares during the last quarter. Hedge funds and other institutional investors own 73.33% of the company’s stock.

Analyst Ratings Changes

CSCO has been the topic of a number of recent research reports. Wells Fargo & Company increased their target price on Cisco Systems from $95.00 to $130.00 and gave the company an “overweight” rating in a report on Thursday, May 14th. CICC Research upped their price target on shares of Cisco Systems from $96.00 to $125.00 and gave the company an “outperform” rating in a research report on Monday, May 18th. Zacks Research upgraded shares of Cisco Systems from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, June 30th. Citic Securities raised their price objective on shares of Cisco Systems from $90.00 to $130.00 in a report on Friday, May 15th. Finally, UBS Group boosted their target price on shares of Cisco Systems from $95.00 to $132.00 and gave the company a “buy” rating in a research report on Thursday, May 14th. Three investment analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and six have given a Hold rating to the stock. Based on data from MarketBeat.com, Cisco Systems currently has an average rating of “Moderate Buy” and an average price target of $123.14.

Cisco Systems Stock Up 1.0%

NASDAQ CSCO opened at $113.56 on Friday. Cisco Systems, Inc. has a 52 week low of $65.75 and a 52 week high of $130.37. The company has a quick ratio of 0.81, a current ratio of 0.92 and a debt-to-equity ratio of 0.40. The company has a market capitalization of $447.59 billion, a P/E ratio of 36.87, a price-to-earnings-growth ratio of 2.87 and a beta of 1.02. The stock’s 50-day moving average price is $117.75 and its 200-day moving average price is $95.81.

Cisco Systems (NASDAQ:CSCO) 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 the consensus estimate of $15.56 billion. Cisco Systems had a return on equity of 28.44% and a net margin of 20.14%.During the same period in the previous year, the company posted $0.96 EPS. The firm’s revenue 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. On average, equities research analysts predict that Cisco Systems, Inc. will post 3.54 earnings per share for the current year.

Cisco Systems Dividend Announcement

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

Key Headlines Impacting Cisco Systems

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

• Positive Sentiment: AI-related networking orders have strengthened Cisco’s outlook, prompting a modest increase in estimates of the stock’s fair value. The demand suggests Cisco is gaining from data-center and artificial-intelligence infrastructure spending. Cisco Stock Fair Value Edges Higher After AI Networking Order Strength
• Positive Sentiment: New alliances focused on AI and quantum-safe security could broaden Cisco’s investment story beyond traditional networking, supporting longer-term demand for its security and infrastructure products. Cisco AI and Quantum-Safe Security Alliances
• Neutral Sentiment: Cisco pulled back after six consecutive sessions of gains, a move characterized as profit-taking rather than a clear deterioration in the company’s fundamentals. Cisco Slips After Six Straight Sessions of Gains
• Neutral Sentiment: Palantir’s upcoming earnings are renewing debate about whether exceptionally high valuations can be justified by AI growth. Although the story concerns PLTR, the read-through may influence sentiment toward highly valued AI beneficiaries such as Cisco. Palantir’s Earnings Setup Puts Its AI Growth Story Back on Trial Again
• Negative Sentiment: Analysts argue that much of Cisco’s AI upside may already be reflected in the share price ahead of its quarterly report, increasing the risk of disappointment even if results are solid. Cisco Q4 Preview
• Negative Sentiment: Valuation remains a concern: Cisco’s strong AI-related rally has raised questions about whether expected growth is sufficient to support the current multiple, potentially limiting further upside. Cisco Valuation Concerns
• Negative Sentiment: Concerns that the AI capital-spending boom resembles the late-1990s technology bubble create a risk for Cisco because its networking growth is tied to continued data-center investment. A slowdown or spending reset could pressure orders and the stock’s valuation. AI Capital-Expenditure Boom Concerns

Insider Transactions at Cisco Systems

In other news, CEO Charles Robbins sold 21,400 shares of the firm’s stock in a transaction on Friday, May 22nd. The shares were sold at an average price of $120.03, for a total transaction of $2,568,642.00. Following the sale, the chief executive officer directly owned 637,085 shares in the company, valued at $76,469,312.55. This trade represents a 3.25% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Jeetendra I. Patel sold 7,169 shares of Cisco Systems 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 transaction, the insider owned 246,737 shares in the company, valued at approximately $28,937,315.36. This trade represents a 2.82% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders sold 47,650 shares of company stock valued at $5,668,823. Company insiders own 0.01% of the company’s stock.

Cisco Systems Company 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.