Van ECK Associates Corp Has $91.18 Million Stake in Cisco Systems, Inc. $CSCO

Van ECK Associates Corp lowered its holdings in Cisco Systems, Inc. (NASDAQ:CSCO) by 23.4% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 776,227 shares of the network equipment provider’s stock after selling 236,921 shares during the quarter. Van ECK Associates Corp’s holdings in Cisco Systems were worth $91,176,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Cozad Asset Management Inc. grew its holdings in Cisco Systems by 0.3% during the 1st quarter. Cozad Asset Management Inc. now owns 26,203 shares of the network equipment provider’s stock worth $2,033,000 after acquiring an additional 87 shares during the last quarter. Dogwood Wealth Management LLC lifted its position in shares of Cisco Systems by 3.9% during the second quarter. Dogwood Wealth Management LLC now owns 2,413 shares of the network equipment provider’s stock worth $283,000 after purchasing an additional 90 shares in the last quarter. August Group Capital Ltd lifted its position in shares of Cisco Systems by 2.0% during the second quarter. August Group Capital Ltd now owns 4,723 shares of the network equipment provider’s stock worth $555,000 after purchasing an additional 91 shares in the last quarter. Financial Insights Inc. grew its stake in shares of Cisco Systems by 1.5% during the first quarter. Financial Insights Inc. now owns 6,220 shares of the network equipment provider’s stock valued at $483,000 after purchasing an additional 92 shares during the last quarter. Finally, CPA Asset Management Group LLC grew its stake in shares of Cisco Systems by 1.8% during the second quarter. CPA Asset Management Group LLC now owns 5,335 shares of the network equipment provider’s stock valued at $627,000 after purchasing an additional 93 shares during the last quarter. 73.33% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Cisco Systems

In related news, CEO Charles Robbins sold 21,628 shares of the company’s stock in a transaction dated 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 sale, the chief executive officer owned 602,710 shares in the company, valued at approximately $67,226,273.40. This represents a 3.46% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Oliver Tuszik sold 2,760 shares of the stock in a transaction dated 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 transaction, the executive vice president directly owned 165,276 shares in the company, valued at $18,586,938.96. The trade was a 1.64% 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 valued at $6,066,680 over the last quarter. 0.01% of the stock is owned by corporate insiders.

Cisco Systems Stock Down 2.0%

Shares of NASDAQ:CSCO opened at $109.93 on Friday. 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 stock has a market cap of $433.28 billion, a price-to-earnings ratio of 32.91, a P/E/G ratio of 2.16 and a beta of 1.02. The company has a 50 day moving average of $115.21 and a 200-day moving average of $101.24. Cisco Systems, Inc. has a one year low of $66.13 and a one year 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 for the quarter, beating 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 business had revenue of $17.25 billion for the quarter, compared to analyst estimates of $16.84 billion. During the same period in the prior year, the business posted $0.99 earnings per share. Cisco Systems’s revenue was up 17.6% compared to the same quarter last year. 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, sell-side analysts forecast that Cisco Systems, Inc. will post 4.44 earnings per share for the current year.

Cisco Systems Announces Dividend

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

Wall Street Analysts Forecast Growth

Several research firms recently weighed in on CSCO. Morgan Stanley boosted their price objective on shares of Cisco Systems from $130.00 to $135.00 and gave the stock an “overweight” rating in a research report on Thursday, August 13th. Zacks Research lowered Cisco Systems from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, August 4th. UBS Group lifted their target price on Cisco Systems from $132.00 to $138.00 and gave the company a “buy” rating in a research note on Thursday, August 13th. CICC Research boosted their target price on Cisco Systems from $96.00 to $125.00 and gave the stock an “outperform” rating in a research report on Monday, May 18th. Finally, New Street Research upped their price target on Cisco Systems from $82.00 to $122.00 and gave the company a “neutral” rating in a research note on Thursday, May 14th. Two 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’s stock. Based on data from MarketBeat.com, Cisco Systems has an average rating of “Moderate Buy” and a consensus target price of $129.43.

Trending Headlines about Cisco Systems

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

• Positive Sentiment: Cisco launched a Sovereign Critical Infrastructure portfolio in Canada and expanded its Secure AI Factory with NVIDIA and Supermicro. The offerings target enterprises, neocloud providers and sovereign-cloud customers seeking integrated AI compute, cooling and networking infrastructure. Cisco Unveils Sovereign and AI Infrastructure Offerings
• Positive Sentiment: Morgan Stanley maintained a $135 price target, citing Cisco’s potential supply advantage through TSMC as shortages continue to affect the AI infrastructure market. This supports the view that Cisco may be positioned to benefit from strong AI networking demand. Morgan Stanley Reveals Cisco’s Supply Edge
• Positive Sentiment: Cisco’s NVIDIA partnership is also linked to the industry’s shift toward liquid-cooled, high-density AI systems, potentially expanding the company’s role in the broader AI infrastructure buildout. NVIDIA’s AI Chips and Liquid Cooling
• Positive Sentiment: Analysts comparing Cisco with Hewlett Packard Enterprise highlighted Cisco’s strong hyperscaler AI orders, networking growth and expanding security business as long-term competitive advantages. HPE vs. CSCO
• Neutral Sentiment: Cisco gave all approximately 90,000 employees access to personal AI agents, demonstrating broad internal adoption of AI, though the immediate financial impact is unclear. Cisco Gives Employees AI Agents
• Negative Sentiment: A growth-stock analysis questioned whether Cisco can sustain enough growth to support its premium valuation, reviving concerns that enthusiasm surrounding AI networking may have outpaced underlying fundamentals. With a P/E ratio above 30, the stock may be particularly sensitive to any slowdown in growth expectations. Growth Stock Analysis

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.