C WorldWide Group Holding A S Takes $123.54 Million Position in Cisco Systems, Inc. $CSCO

C WorldWide Group Holding A S bought a new position in Cisco Systems, Inc. (NASDAQ:CSCO) during the 2nd quarter, Holdings Channel.com reports. The firm bought 1,051,791 shares of the network equipment provider’s stock, valued at approximately $123,543,000. Cisco Systems accounts for about 3.1% of C WorldWide Group Holding A S’s portfolio, making the stock its 12th largest holding.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Intesa Sanpaolo Wealth Management purchased a new position in shares of Cisco Systems in the fourth quarter valued at about $25,000. MidAtlantic Capital Management Inc. bought a new stake in shares of Cisco Systems in the fourth quarter worth about $25,000. Networth Advisors LLC increased its holdings in Cisco Systems by 276.4% during the 1st quarter. Networth Advisors LLC now owns 335 shares of the network equipment provider’s stock valued at $26,000 after purchasing an additional 246 shares during the period. Manning & Napier Advisors LLC raised its position in 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 last quarter. Finally, Financial Life Planners purchased a new stake in Cisco Systems in the 1st quarter worth approximately $27,000. 73.33% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In related news, EVP Thimaya Subaiya sold 7,127 shares of the stock in a transaction dated Tuesday, June 16th. The shares were sold at an average price of $119.91, for a total transaction of $854,598.57. Following the sale, the executive vice president directly owned 140,857 shares of the company’s stock, valued at approximately $16,890,162.87. This represents a 4.82% decrease in their position. The sale was disclosed in a document filed 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 Deborah Stahlkopf sold 6,487 shares of Cisco Systems stock in a transaction dated Friday, August 14th. The stock was sold at an average price of $111.53, for a total transaction of $723,495.11. Following the completion of the transaction, the executive vice president directly owned 167,116 shares of the company’s stock, valued at $18,638,447.48. This trade represents a 3.74% 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. Insiders have sold a total of 53,611 shares of company stock worth $6,066,680 over the last quarter. 0.01% of the stock is owned by insiders.

Cisco Systems News Summary

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

• Positive Sentiment: AI-related networking demand remains a key potential catalyst. Commentary comparing today’s AI buildout with the internet boom argues that current spending is supported by real infrastructure investment, which could benefit Cisco’s data-center networking and software businesses. Why Today’s AI Boom Differs From the Internet Bubble
• Positive Sentiment: Industry data showed campus-switch average selling prices increased 19% in the second quarter of 2026, helping the market return to revenue growth. Higher pricing and continued demand could support Cisco’s sales and margins, although shortages also limited product availability. Market Prices Skyrocket, Driving Campus Switch Market to Growth in 2Q 2026
• Positive Sentiment: Cisco’s recent results provide a favorable fundamental backdrop: revenue rose 17.6% year over year to $17.25 billion, and adjusted earnings of $1.22 per share exceeded estimates. The company also issued fiscal 2027 earnings guidance of $5.05 to $5.11 per share.
• Neutral Sentiment: At the Goldman Sachs Communacopia + Technology Conference, Cisco presented its latest business and technology outlook. The transcript keeps attention on the company’s AI, networking and recurring-revenue strategy, but the supplied report does not identify a major new announcement likely to materially change estimates. Cisco Systems Presents at Goldman Sachs Communacopia + Technology Conference 2026
• Neutral Sentiment: Repeated “buy now” coverage from Zacks reflects increased investor interest, rather than a new corporate catalyst. Cisco’s roughly 33 forward-looking earnings multiple makes continued growth execution important for further upside. Is Trending Stock Cisco Systems a Buy Now?
• Negative Sentiment: Component shortages are limiting campus-switch supply even as prices rise. A similar decline in Ciena shares highlights investor concern that supply constraints could delay industry growth or pressure customer spending, creating a near-term risk for Cisco’s networking outlook. Ciena Stock Down 14% in the Past Month

Cisco Systems Trading Down 0.0%

Shares of NASDAQ CSCO opened at $109.17 on Wednesday. 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 firm has a 50-day moving average of $113.93 and a 200 day moving average of $102.82. The stock has a market cap of $430.29 billion, a P/E ratio of 32.69, a price-to-earnings-growth ratio of 2.28 and a beta of 1.00.

Cisco Systems (NASDAQ:CSCO) last released its 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. Cisco Systems had a net margin of 20.95% and a return on equity of 30.16%. The firm had revenue of $17.25 billion during the quarter, compared to analyst estimates of $16.84 billion. During the same period last year, the business earned $0.99 earnings per share. The business’s revenue 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. As a group, sell-side analysts expect that Cisco Systems, Inc. will post 4.43 EPS for the current fiscal year.

Cisco Systems Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Wednesday, October 21st. Shareholders of record on Friday, October 2nd will be issued a $0.42 dividend. 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

A number of equities analysts recently commented on CSCO shares. KeyCorp upped their target price on Cisco Systems from $130.00 to $135.00 and gave the company an “overweight” rating in a report on Thursday, August 13th. Rosenblatt Securities lifted their target price on shares of Cisco Systems from $150.00 to $165.00 and gave the company a “buy” rating in a research note on Thursday, August 13th. Weiss Ratings reiterated a “buy (b)” rating on shares of Cisco Systems in a research report on Wednesday, August 26th. Piper Sandler raised their price objective on shares of Cisco Systems from $86.00 to $132.00 and gave the stock a “neutral” rating in a report on Thursday, May 14th. Finally, Citigroup upped their target price on Cisco Systems from $90.00 to $112.00 and gave the stock a “buy” rating in a report on Thursday, May 14th. Two equities research analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and seven have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $129.68.

Cisco Systems Company Profile

Cisco Systems, Inc is a global technology company that provides networking, cybersecurity, collaboration, observability and other information technology solutions. Its offerings include routers, switches, wireless networking equipment, data center infrastructure, security platforms, unified communications tools and software designed to help organizations connect, manage and protect their digital environments.

Cisco serves businesses, government agencies, educational institutions, telecommunications providers and other organizations worldwide.