Cisco Systems, Inc. $CSCO Stake Decreased by Korea Investment CORP

Korea Investment CORP cut its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 5.2% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 2,742,739 shares of the network equipment provider’s stock after selling 150,631 shares during the period. Cisco Systems makes up about 0.6% of Korea Investment CORP’s investment portfolio, making the stock its 26th largest holding. Korea Investment CORP’s holdings in Cisco Systems were worth $322,162,000 as of its most recent SEC filing.

Other large investors have also recently added to or reduced their stakes in the company. MidAtlantic Capital Management Inc. acquired a new position in shares of Cisco Systems during the fourth quarter valued at $25,000. Intesa Sanpaolo Wealth Management acquired a new stake in shares of Cisco Systems in the 4th quarter worth approximately $25,000. Networth Advisors LLC boosted its holdings in shares of Cisco Systems by 276.4% in the first quarter. Networth Advisors LLC now owns 335 shares of the network equipment provider’s stock valued at $26,000 after acquiring an additional 246 shares in the last quarter. Financial Life Planners bought a new position in shares of Cisco Systems in the first quarter valued at approximately $27,000. Finally, Manning & Napier Advisors LLC increased its stake in shares of 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 period. 73.33% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In other news, EVP Oliver Tuszik sold 2,760 shares of the stock in a transaction that occurred on Friday, August 14th. The shares were sold at an average price of $112.46, for a total value of $310,389.60. Following the completion of the sale, 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 ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Deborah L. Stahlkopf sold 6,487 shares of the firm’s stock in a transaction that occurred on Friday, August 14th. The stock was sold at an average price of $111.53, for a total transaction of $723,495.11. Following the sale, the executive vice president owned 167,116 shares of the company’s stock, valued at approximately $18,638,447.48. This represents a 3.74% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 53,611 shares of company stock worth $6,066,680 over the last ninety days. 0.01% of the stock is currently owned by corporate insiders.

Cisco Systems News Summary

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

• Positive Sentiment: AI infrastructure orders are supporting Cisco’s growth outlook. Cisco reportedly received approximately $4 billion in AI infrastructure orders during the quarter. Product revenue rose 24% year over year, helping produce record fiscal 2026 results and reinforcing the company’s position as a supplier of networking equipment for AI data centers. Cisco Stock: Buy or Sell?
• Positive Sentiment: Analyst sentiment remains favorable. Recent research updates raised several price targets, including targets of $135 from Morgan Stanley, $140 from Truist Financial, $150 from Bank of America and $165 from Rosenblatt Securities. Cisco has a consensus rating of “Moderate Buy,” suggesting analysts see additional upside if AI-networking demand translates into sustained earnings growth. Cisco Systems Receives a Rating Update
• Positive Sentiment: Streaming infrastructure may provide another growth opportunity. Rising demand for low-latency live video, expanded content-delivery capacity and AI-enabled media workflows could increase demand for Cisco’s networking products among streaming platforms, enterprises and cloud providers. What Could Cisco Systems Gain From The Streaming Infrastructure Boom?
• Neutral Sentiment: An executive sold 5,832 shares valued at approximately $650,000 under a pre-arranged Rule 10b5-1 trading plan. The transaction reduced the executive’s holdings by 4.35%, but the scheduled nature of the sale and substantial remaining ownership lessen its significance as a bearish signal. Cisco Executive SEC Filing
• Negative Sentiment: Valuation and execution risks remain. With Cisco trading at more than 32 times earnings, investors may be concerned that margin pressure, slower recurring-revenue growth or delays in converting AI orders into profits could limit near-term upside.

Cisco Systems Stock Up 1.3%

Shares of Cisco Systems stock opened at $111.04 on Friday. The stock’s fifty day moving average is $116.02 and its 200-day moving average is $100.24. 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 firm has a market capitalization of $437.66 billion, a PE ratio of 33.25, a price-to-earnings-growth ratio of 2.33 and a beta of 1.02. Cisco Systems, Inc. has a 12-month low of $66.13 and a 12-month high of $130.37.

Cisco Systems (NASDAQ:CSCO) last announced 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 analysts’ expectations of $16.84 billion. During the same period last year, the company posted $0.99 earnings per share. The business’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. Equities analysts anticipate that Cisco Systems, Inc. will post 4.09 earnings per share for the current year.

Cisco Systems Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, October 21st. Shareholders of record on Friday, October 2nd will be paid a dividend of $0.42 per share. This represents a $1.68 annualized dividend and a yield of 1.5%. The ex-dividend date of this dividend is Friday, October 2nd. Cisco Systems’s payout ratio is 50.30%.

Analysts Set New Price Targets

CSCO has been the subject of a number of research analyst reports. Citigroup upped their target price on Cisco Systems from $90.00 to $112.00 and gave the stock a “buy” rating in a research report on Thursday, May 14th. Bank of America boosted their price objective on Cisco Systems from $135.00 to $150.00 and gave the stock a “buy” rating in a research note on Monday, June 8th. Freedom Capital raised shares of Cisco Systems from a “hold” rating to a “strong-buy” rating in a report on Sunday, August 16th. Piper Sandler raised their price objective on shares of Cisco Systems from $86.00 to $132.00 and gave the company a “neutral” rating in a research report on Thursday, May 14th. Finally, CICC Research lifted their price objective on shares of Cisco Systems from $96.00 to $125.00 and gave the stock an “outperform” rating in a research note on Monday, May 18th. Two equities research analysts have 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.com, Cisco Systems has an average rating of “Moderate Buy” and a consensus price target of $129.43.

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.