Transamerica Financial Advisors LLC Invests $1.87 Million in Cisco Systems, Inc. $CSCO

Transamerica Financial Advisors LLC bought a new position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The firm bought 15,892 shares of the network equipment provider’s stock, valued at approximately $1,867,000.

Other large investors have also recently bought and sold shares of the company. Sanchez Levi Garrett acquired a new position in Cisco Systems during the second quarter worth $594,000. Corient Private Wealth LP bought a new position in shares of Cisco Systems during the second quarter valued at $311,216,000. Palogic Value Management L.P. acquired a new stake in shares of Cisco Systems in the 2nd quarter valued at $2,224,000. Perennial Investment Advisors LLC bought a new stake in shares of Cisco Systems in the 2nd quarter worth about $1,967,000. Finally, Pingora Partners LLC bought a new stake in shares of Cisco Systems in the 2nd quarter worth about $2,155,000. 73.33% of the stock is currently owned by institutional investors.

Cisco Systems Trading Up 1.1%

CSCO stock opened at $112.36 on Thursday. The company has a quick ratio of 0.79, a current ratio of 0.93 and a debt-to-equity ratio of 0.39. Cisco Systems, Inc. has a twelve month low of $66.13 and a twelve month high of $130.37. 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. The business has a fifty day moving average of $115.55 and a 200-day moving average of $100.99.

Cisco Systems (NASDAQ:CSCO) last posted its quarterly earnings results on Wednesday, August 12th. The network equipment provider reported $1.22 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.17 by $0.05. The business had revenue of $17.25 billion for the quarter, compared to analysts’ expectations of $16.84 billion. Cisco Systems had a return on equity of 30.16% and a net margin of 20.95%.The firm’s quarterly revenue was up 17.6% compared to the same quarter last year. During the same quarter last year, the business 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. As a group, equities research analysts expect that Cisco Systems, Inc. will post 4.44 EPS for the current year.

Cisco Systems Announces Dividend

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

Insider Buying and Selling

In other news, EVP Deborah L. Stahlkopf sold 6,487 shares of Cisco Systems stock in a transaction that occurred on Friday, August 14th. The shares were sold at an average price of $111.53, for a total transaction of $723,495.11. Following the completion of the sale, the executive vice president owned 167,116 shares in the company, valued at $18,638,447.48. The trade was a 3.74% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, 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 transaction of $799,956.90. Following the sale, the insider directly owned 230,593 shares of the company’s stock, valued at approximately $25,727,261.01. This trade represents a 3.02% decrease in their ownership of the stock. 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. In the last ninety days, insiders have sold 53,611 shares of company stock worth $6,066,680. 0.01% of the stock is currently owned by company insiders.

Key Headlines Impacting 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

Analyst Upgrades and Downgrades

Several equities analysts recently issued reports on CSCO shares. Truist Financial lifted their price target on shares of Cisco Systems from $125.00 to $140.00 and gave the company a “buy” rating in a report on Thursday, August 13th. Zacks Research cut shares of Cisco Systems from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, August 4th. The Goldman Sachs Group raised their price objective on shares of Cisco Systems from $116.00 to $125.00 and gave the stock a “neutral” rating in a report on Wednesday, June 3rd. HSBC cut shares of Cisco Systems from a “buy” rating to a “hold” rating and cut their target price for the company from $137.00 to $120.00 in a research note on Friday, August 14th. Finally, Argus increased their price target on Cisco Systems from $100.00 to $150.00 and gave the stock a “buy” rating in a research report on Tuesday, May 19th. Two 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. Based on data from MarketBeat, the stock 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.