Cisco Systems, Inc. $CSCO Shares Sold by Northwestern Mutual Wealth Management Co.

Northwestern Mutual Wealth Management Co. decreased its holdings in Cisco Systems, Inc. (NASDAQ:CSCO) by 1.4% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 440,894 shares of the network equipment provider’s stock after selling 6,350 shares during the quarter. Northwestern Mutual Wealth Management Co.’s holdings in Cisco Systems were worth $51,787,000 as of its most recent SEC filing.

Several other institutional investors also recently modified their holdings of the stock. Brighton Jones LLC lifted its holdings in shares of Cisco Systems by 49.5% during the fourth quarter. Brighton Jones LLC now owns 74,187 shares of the network equipment provider’s stock valued at $4,392,000 after purchasing an additional 24,562 shares during the last quarter. Revolve Wealth Partners LLC increased its stake in Cisco Systems by 37.0% in the 4th quarter. Revolve Wealth Partners LLC now owns 9,156 shares of the network equipment provider’s stock worth $542,000 after purchasing an additional 2,474 shares in the last quarter. Sivia Capital Partners LLC raised its holdings in Cisco Systems by 7.5% during the 2nd quarter. Sivia Capital Partners LLC now owns 10,178 shares of the network equipment provider’s stock worth $706,000 after buying an additional 712 shares during the period. Schnieders Capital Management LLC. raised its holdings in Cisco Systems by 3.9% during the 2nd quarter. Schnieders Capital Management LLC. now owns 13,974 shares of the network equipment provider’s stock worth $969,000 after buying an additional 519 shares during the period. Finally, Marshall Wace LLP lifted its stake in Cisco Systems by 118.1% during the second quarter. Marshall Wace LLP now owns 90,650 shares of the network equipment provider’s stock valued at $6,289,000 after buying an additional 590,650 shares in the last quarter. Institutional investors own 73.33% of the company’s stock.

Cisco Systems Stock Performance

Shares of CSCO opened at $111.04 on Friday. The company has a market capitalization of $437.66 billion, a PE ratio of 33.25, a PEG ratio of 2.36 and a beta of 1.02. The company has a debt-to-equity ratio of 0.39, a quick ratio of 0.79 and a current ratio of 0.93. The company’s 50 day moving average price is $116.02 and its 200 day moving average price is $100.24. Cisco Systems, Inc. has a 52 week low of $66.13 and a 52 week high of $130.37.

Cisco Systems (NASDAQ:CSCO) last announced its quarterly earnings data 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. The business had revenue of $17.25 billion during the quarter, compared to analyst estimates of $16.84 billion. Cisco Systems had a return on equity of 30.16% and a net margin of 20.95%.Cisco Systems’s quarterly revenue was up 17.6% compared to the same quarter last year. During the same period last year, the company earned $0.99 earnings per share. 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. Research analysts expect that Cisco Systems, Inc. will post 4.51 EPS for the current fiscal year.

Cisco Systems Dividend Announcement

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

Insider Buying and Selling at Cisco Systems

In related news, insider Jeetendra I. Patel sold 7,170 shares of the business’s stock in a transaction that occurred on Friday, August 14th. The stock was sold at an average price of $111.57, for a total value of $799,956.90. Following the completion of the sale, the insider owned 230,593 shares of the company’s stock, valued at approximately $25,727,261.01. The trade was a 3.02% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Charles Robbins sold 21,628 shares of the stock in a transaction that occurred on Friday, August 14th. The stock was sold at an average price of $111.54, for a total value of $2,412,387.12. Following the completion of the transaction, the chief executive officer owned 602,710 shares in the company, valued at $67,226,273.40. This represents a 3.46% 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. Insiders sold 53,611 shares of company stock worth $6,066,680 over the last quarter. Insiders own 0.01% of the company’s stock.

Key Headlines Impacting Cisco Systems

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.

Analyst Ratings Changes

Several research analysts have recently weighed in on CSCO shares. Evercore lifted their target price on shares of Cisco Systems from $110.00 to $150.00 and gave the stock an “outperform” rating in a research report on Thursday, May 14th. Piper Sandler upped their price target 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. Citigroup raised their price objective on shares of Cisco Systems from $90.00 to $112.00 and gave the stock a “buy” rating in a research note on Thursday, May 14th. Freedom Capital raised shares of Cisco Systems from a “hold” rating to a “strong-buy” rating in a research note on Sunday, August 16th. Finally, UBS Group increased their target price on Cisco Systems from $132.00 to $138.00 and gave the company a “buy” rating in a report on Thursday, August 13th. Two investment analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating and seven have assigned a Hold rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $129.43.

About Cisco Systems

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.