Windsor Advisory Group LLC Invests $797,000 in Cisco Systems, Inc. $CSCO

Windsor Advisory Group LLC bought a new position in Cisco Systems, Inc. (NASDAQ:CSCO) during the second quarter, HoldingsChannel reports. The fund bought 6,784 shares of the network equipment provider’s stock, valued at approximately $797,000. Cisco Systems accounts for 0.6% of Windsor Advisory Group LLC’s investment portfolio, making the stock its 24th biggest position.

Several other hedge funds have also bought and sold shares of the stock. Intesa Sanpaolo Wealth Management purchased a new position in Cisco Systems during the fourth quarter valued at approximately $25,000. MidAtlantic Capital Management Inc. purchased a new stake in shares of Cisco Systems in the fourth quarter worth $25,000. Networth Advisors LLC increased its stake 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 worth $26,000 after purchasing an additional 246 shares in the last quarter. Manning & Napier Advisors LLC raised its position in shares of Cisco Systems by 137.0% during the 1st quarter. Manning & Napier Advisors LLC now owns 346 shares of the network equipment provider’s stock valued at $27,000 after purchasing an additional 200 shares during the period. Finally, Financial Life Planners purchased a new position in shares of Cisco Systems during the 1st quarter valued at $27,000. Institutional investors own 73.33% of the company’s stock.

Cisco Systems Stock Up 1.1%

Shares of NASDAQ CSCO opened at $112.36 on Thursday. The firm has a 50-day simple moving average of $115.55 and a two-hundred day simple moving average of $100.99. Cisco Systems, Inc. has a 1 year low of $66.13 and a 1 year high of $130.37. The company has a debt-to-equity ratio of 0.39, a current ratio of 0.93 and a quick ratio of 0.79. The company has a market cap of $442.86 billion, a P/E ratio of 33.64, a PEG ratio of 2.18 and a beta of 1.02.

Cisco Systems (NASDAQ:CSCO) last announced its quarterly earnings data on Wednesday, August 12th. The network equipment provider reported $1.22 EPS for the quarter, beating the consensus estimate of $1.17 by $0.05. The company 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%.Cisco Systems’s quarterly revenue was up 17.6% on a year-over-year basis. During the same quarter in the prior year, the company posted $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. Research analysts anticipate that Cisco Systems, Inc. will post 4.44 earnings per share for the current year.

Cisco Systems Announces Dividend

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

Analyst Upgrades and Downgrades

A number of equities research analysts have commented on CSCO shares. CICC Research raised their price target on Cisco Systems from $96.00 to $125.00 and gave the company an “outperform” rating in a report on Monday, May 18th. Bank of America increased their target price on Cisco Systems from $135.00 to $150.00 and gave the stock a “buy” rating in a research report on Monday, June 8th. Weiss Ratings raised Cisco Systems from a “buy (b-)” rating to a “buy (b)” rating in a report on Friday, May 29th. Argus boosted their price target on shares of Cisco Systems from $100.00 to $150.00 and gave the stock a “buy” rating in a research note on Tuesday, May 19th. Finally, BNP Paribas Exane increased their target price on Cisco Systems from $87.00 to $132.00 and gave the company an “outperform” rating in a research report on Thursday, May 14th. Two investment analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and seven have assigned a Hold rating to the company. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $129.43.

Trending Headlines about Cisco Systems

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

• Positive Sentiment: Cisco is partnering with Supermicro to add rack-scale AI servers to its NVIDIA-backed Secure AI Factory. The move allows Cisco to offer more complete, validated infrastructure—including networking, computing and security—to enterprises, neocloud providers and sovereign-cloud customers. This could increase Cisco’s share of rapidly growing AI data-center spending and create additional hardware and services revenue. Exclusive: Cisco expands Nvidia partnership for AI data center boom
• Positive Sentiment: The expanded Secure AI Factory incorporates NVIDIA technology and Supermicro systems into an end-to-end architecture designed to simplify large AI deployments, improve efficiency and protect sensitive data. Cisco’s management has also highlighted strong AI-related orders and upbeat fiscal 2027 AI-infrastructure revenue guidance, supporting expectations for faster growth. Cisco Expands Secure AI Factory with NVIDIA for the Rack-Scale Era
• Positive Sentiment: Analyst coverage remains broadly constructive, with Cisco’s average brokerage recommendation described as bullish. That optimism is supported by recent earnings that exceeded consensus estimates and by expectations that AI orders can bolster Cisco’s growth profile. Wall Street Bulls Look Optimistic About Cisco
• Neutral Sentiment: Cisco also announced sovereign critical-infrastructure offerings in Canada, potentially expanding demand from organizations seeking greater control over data and systems. The announcement is strategically supportive but provides limited near-term financial detail. Cisco Launches Sovereign Critical Infrastructure in Canada
• Negative Sentiment: A professional-services customer reportedly replaced its Cisco-based networking stack with open-source VyOS across 13 sites, highlighting the risk of customer migration and pricing pressure from flexible, lower-cost alternatives. VyOS Powers Spicer Group’s Cisco-to-Open-Source Network Transformation

Insiders Place Their Bets

In other Cisco Systems news, insider Jeetendra I. Patel sold 7,170 shares of the stock in a transaction dated 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 directly owned 230,593 shares of the company’s stock, valued at approximately $25,727,261.01. This represents a 3.02% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Thimaya K. Subaiya sold 5,832 shares of the stock in a transaction on Wednesday, August 19th. The shares were sold at an average price of $111.47, for a total value of $650,093.04. Following the sale, the executive vice president owned 128,382 shares of the company’s stock, valued at approximately $14,310,741.54. This represents a 4.35% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 53,611 shares of company stock worth $6,066,680. 0.01% of the stock is owned by company insiders.

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.