6,278 Shares in Cisco Systems, Inc. $CSCO Acquired by GSA Capital Partners LLP

GSA Capital Partners LLP bought a new stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) in the second quarter, Holdings Channel.com reports. The fund bought 6,278 shares of the network equipment provider’s stock, valued at approximately $737,000.

A number of other hedge funds and other institutional investors have also recently modified their holdings of CSCO. Vanguard Group Inc. increased its position in shares of Cisco Systems by 1.0% during the fourth quarter. Vanguard Group Inc. now owns 398,943,293 shares of the network equipment provider’s stock worth $30,730,602,000 after buying an additional 4,049,893 shares during the period. State Street Corp raised its stake in Cisco Systems by 0.5% during the fourth quarter. State Street Corp now owns 195,521,161 shares of the network equipment provider’s stock worth $15,060,995,000 after buying an additional 1,057,962 shares during the last quarter. Morgan Stanley lifted its holdings in Cisco Systems by 0.3% in the fourth quarter. Morgan Stanley now owns 75,326,258 shares of the network equipment provider’s stock valued at $5,802,382,000 after buying an additional 206,352 shares during the period. Invesco Ltd. boosted its position in Cisco Systems by 11.6% during the fourth quarter. Invesco Ltd. now owns 59,836,782 shares of the network equipment provider’s stock valued at $4,609,227,000 after acquiring an additional 6,224,062 shares during the last quarter. Finally, Norges Bank acquired a new stake in Cisco Systems during the 4th quarter worth about $4,473,272,000. Institutional investors and hedge funds own 73.33% of the company’s stock.

Insider Activity at Cisco Systems

In other Cisco Systems news, insider Jeetendra I. Patel sold 7,170 shares of the business’s stock in a transaction on Friday, August 14th. The shares were sold at an average price of $111.57, for a total transaction of $799,956.90. Following the completion of the sale, the insider owned 230,593 shares in the company, valued at approximately $25,727,261.01. The trade was a 3.02% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Oliver Tuszik sold 2,760 shares of the firm’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 completion of the transaction, the executive vice president directly owned 165,276 shares in the company, valued at $18,586,938.96. This trade represents a 1.64% 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. Insiders sold 69,179 shares of company stock valued at $7,985,229 over the last three months. 0.01% of the stock is currently owned by company insiders.

Analyst Ratings Changes

Several research firms have recently weighed in on CSCO. Citigroup lifted their price objective on Cisco Systems from $90.00 to $112.00 and gave the stock a “buy” rating in a research report on Thursday, May 14th. Wall Street Zen raised Cisco Systems from a “hold” rating to a “buy” rating in a research note on Saturday, August 15th. Piper Sandler lifted their target price on Cisco Systems from $86.00 to $132.00 and gave the stock a “neutral” rating in a report on Thursday, May 14th. Argus boosted their price target on Cisco Systems from $100.00 to $150.00 and gave the company a “buy” rating in a research note on Tuesday, May 19th. Finally, Wells Fargo & Company raised their price objective on shares of Cisco Systems from $130.00 to $150.00 and gave the stock an “overweight” rating in a research report on Thursday, August 13th. Two equities research analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and seven have assigned a Hold rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $129.43.

Cisco Systems Stock Performance

Shares of CSCO opened at $110.55 on Thursday. Cisco Systems, Inc. has a one year low of $66.13 and a one year high of $130.37. The company has a market cap of $435.73 billion, a PE ratio of 33.10, a P/E/G ratio of 2.38 and a beta of 1.02. The stock has a 50-day moving average of $116.47 and a 200-day moving average of $99.94. The company has a debt-to-equity ratio of 0.39, a current ratio of 0.93 and a quick ratio of 0.79.

Cisco Systems (NASDAQ:CSCO) last posted its quarterly earnings results on Wednesday, August 12th. The network equipment provider reported $1.22 earnings per share for the quarter, topping analysts’ consensus estimates of $1.17 by $0.05. The business 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 firm’s revenue for the quarter was up 17.6% on a year-over-year basis. During the same period in the prior year, the business earned $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. On average, equities research analysts predict that Cisco Systems, Inc. will post 4.09 EPS for the current fiscal year.

Cisco Systems Dividend Announcement

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 given a dividend of $0.42 per share. This represents a $1.68 dividend on an annualized basis and a dividend yield of 1.5%. The ex-dividend date of this dividend is Friday, October 2nd. Cisco Systems’s dividend payout ratio is presently 50.30%.

Cisco Systems News Roundup

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

• Positive Sentiment: Cisco reported approximately $17.3 billion in quarterly revenue, up 18% year over year, and adjusted EPS of $1.22, exceeding the $1.17 consensus estimate. Management’s fiscal 2027 outlook was also optimistic, reinforcing expectations for continued growth. Strong AI Infrastructure Orders Drive Confidence in Cisco Systems
• Positive Sentiment: AI infrastructure demand remains a major growth driver. Cisco recorded $4 billion of AI infrastructure orders in the latest quarter, $9.3 billion for fiscal 2026, and expects $7.5 billion of AI infrastructure revenue in fiscal 2027. Bank of America reiterated its Buy rating and $150 price target, indicating substantial potential upside if execution continues. BofA makes bold call on Cisco stock after earnings
• Neutral Sentiment: Analysts questioned how sustainable the AI-led growth surge will be and whether Cisco can convert strong orders into durable, profitable recurring revenue. A recent Freedom Capital upgrade to Strong Buy provides a counterpoint to the more cautious views. What Kept Coming Up When Analysts Grilled CSCO
• Negative Sentiment: Gross-margin pressure was the key earnings concern. Margins fell to about 66.3% and are expected to remain around 65%–66% in the next quarter, partly because of higher memory costs, hardware pricing, and an unfavorable product mix. Soft recurring growth and a premium valuation have led some analysts to recommend holding the stock despite strong revenue growth. Cisco: Buy The AI Pullback, But Watch The Margin Pressure
• Negative Sentiment: HSBC downgraded Cisco to Hold, while CEO Charles Robbins and other executives disclosed share sales. The transactions were conducted under pre-arranged Rule 10b5-1 plans, making them a modest negative signal rather than clear evidence of deteriorating management confidence.

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.