Van Hulzen Asset Management LLC Sells 63,751 Shares of Cisco Systems, Inc. $CSCO

Van Hulzen Asset Management LLC decreased its position in Cisco Systems, Inc. (NASDAQ:CSCO) by 19.7% in the 2nd quarter, HoldingsChannel reports. The firm owned 259,194 shares of the network equipment provider’s stock after selling 63,751 shares during the period. Cisco Systems makes up about 2.1% of Van Hulzen Asset Management LLC’s holdings, making the stock its 10th largest holding. Van Hulzen Asset Management LLC’s holdings in Cisco Systems were worth $30,445,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also modified their holdings of the company. MCF Advisors LLC raised its position in Cisco Systems by 0.5% in the second quarter. MCF Advisors LLC now owns 33,467 shares of the network equipment provider’s stock valued at $3,973,000 after purchasing an additional 169 shares during the period. Gemmer Asset Management LLC raised its holdings in shares of Cisco Systems by 1.5% during the 2nd quarter. Gemmer Asset Management LLC now owns 10,768 shares of the network equipment provider’s stock valued at $1,265,000 after buying an additional 162 shares during the period. National Pension Service lifted its position in Cisco Systems by 4.3% during the 2nd quarter. National Pension Service now owns 10,039,529 shares of the network equipment provider’s stock worth $1,210,428,000 after acquiring an additional 416,607 shares in the last quarter. Engineers Gate Manager LP acquired a new position in Cisco Systems during the 2nd quarter worth approximately $5,686,000. Finally, C WorldWide Group Holding A S purchased a new position in Cisco Systems in the 2nd quarter worth approximately $123,543,000. 73.33% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of research firms have recently commented on CSCO. Wells Fargo & Company boosted their target price on shares of Cisco Systems from $130.00 to $150.00 and gave the stock an “overweight” rating in a research report on Thursday, August 13th. New Street Research lifted their price target on shares of Cisco Systems from $82.00 to $122.00 and gave the stock a “neutral” rating in a research note on Thursday, May 14th. UBS Group boosted their price objective on shares of Cisco Systems from $132.00 to $138.00 and gave the stock a “buy” rating in a report on Thursday, August 13th. Freedom Capital upgraded Cisco Systems from a “hold” rating to a “strong-buy” rating in a research note on Sunday, August 16th. Finally, Evercore lifted their target price on Cisco Systems from $110.00 to $150.00 and gave the stock an “outperform” rating in a research report on Thursday, May 14th. Two research analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and seven have assigned a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $129.68.

Cisco Systems Trading Up 0.2%

NASDAQ:CSCO opened at $109.43 on Thursday. The company has a market cap of $431.44 billion, a PE ratio of 32.76, a P/E/G ratio of 2.27 and a beta of 1.00. The business’s 50 day moving average is $113.77 and its two-hundred day moving average is $103.04. 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 52 week low of $66.13 and a 52 week high of $130.37.

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. Cisco Systems had a return on equity of 30.16% and a net margin of 20.95%.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 company posted $0.99 EPS. The business’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, analysts predict that Cisco Systems, Inc. will post 4.43 EPS for the current 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 paid a $0.42 dividend. This represents a $1.68 dividend on an annualized basis and a yield of 1.5%. The ex-dividend date is Friday, October 2nd. Cisco Systems’s dividend payout ratio (DPR) is presently 50.30%.

Insiders Place Their Bets

In other news, CEO Charles Robbins sold 21,628 shares of Cisco Systems stock in a transaction that occurred on Friday, August 14th. The stock was sold at an average price of $111.54, for a total transaction of $2,412,387.12. Following the sale, the chief executive officer owned 602,710 shares of the company’s stock, valued at approximately $67,226,273.40. The trade was a 3.46% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Oliver Tuszik sold 2,760 shares of the business’s stock in a transaction that occurred on Friday, August 14th. The stock was sold at an average price of $112.46, for a total value of $310,389.60. Following the transaction, the executive vice president owned 165,276 shares of the company’s stock, valued at approximately $18,586,938.96. This represents a 1.64% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders have sold 51,004 shares of company stock worth $5,750,920. 0.01% of the stock is owned by company insiders.

Cisco Systems News Roundup

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

• Positive Sentiment: Cisco said AI agents now account for approximately 60% of global inference activity, with AI token usage up fourteenfold. The trend reinforces the company’s thesis that expanding AI workloads will require significant networking investment. Cisco Says AI Agents Now Consume 60% of Global Inference
• Positive Sentiment: Cisco, Advanced Micro Devices and Humain have launched an AI infrastructure deployment in Saudi Arabia. The system combines AMD’s Instinct GPUs and EPYC processors with Cisco’s Silicon One-based 800G switches, supporting Humain’s planned GPU-as-a-service offering across the Middle East and providing Cisco with a potentially significant new growth market. AMD-Cisco Middle East AI Opportunity
• Positive Sentiment: Industry data showed campus-switch prices rose 19% in the second quarter amid component shortages, helping drive positive market revenue growth. Higher average selling prices could benefit Cisco’s switching business, although supply constraints remain a limitation. Dell’Oro Campus Switch Market Report
• Neutral Sentiment: Analyst coverage currently reflects a consensus “Moderate Buy” rating, while recent Zacks coverage focused on whether the stock’s strong AI exposure and fundamentals justify buying after its pullback. Cisco Receives Moderate Buy Consensus
• Negative Sentiment: Analysts warn that Cisco’s fastest growth increasingly depends on hyperscale customers. A hardware-heavy AI expansion could also pressure gross margins, making the stock vulnerable if hyperscaler spending slows or infrastructure returns normalize. Cisco Growth and Hyperscaler Risk

Cisco Systems 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.