Worth Asset Management LLC Sells 9,069 Shares of Cisco Systems, Inc. $CSCO

Worth Asset Management LLC lowered its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 53.8% in the third quarter, according to its most recent 13F filing with the SEC. The fund owned 7,773 shares of the network equipment provider’s stock after selling 9,069 shares during the period. Worth Asset Management LLC’s holdings in Cisco Systems were worth $837,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently bought and sold shares of CSCO. Crumly & Associates Inc. lifted its holdings in Cisco Systems by 3.7% in the third quarter. Crumly & Associates Inc. now owns 4,823 shares of the network equipment provider’s stock valued at $519,000 after acquiring an additional 170 shares during the period. First Community Trust NA grew its stake in shares of Cisco Systems by 40.1% during the 3rd quarter. First Community Trust NA now owns 4,823 shares of the network equipment provider’s stock worth $519,000 after purchasing an additional 1,380 shares during the period. Nautilus Advisors LLC increased its holdings in shares of Cisco Systems by 3.3% during the 3rd quarter. Nautilus Advisors LLC now owns 3,144 shares of the network equipment provider’s stock valued at $338,000 after purchasing an additional 100 shares in the last quarter. Financial Symmetry Inc lifted its stake in shares of Cisco Systems by 8.3% in the 3rd quarter. Financial Symmetry Inc now owns 10,107 shares of the network equipment provider’s stock valued at $1,088,000 after purchasing an additional 774 shares during the period. Finally, Rosenberg Matthew Hamilton lifted its stake in shares of Cisco Systems by 9.3% in the 3rd quarter. Rosenberg Matthew Hamilton now owns 7,313 shares of the network equipment provider’s stock valued at $787,000 after purchasing an additional 621 shares during the period. 73.33% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at Cisco Systems

In related news, EVP Thimaya Subaiya sold 312 shares of the firm’s stock in a transaction dated Monday, September 14th. The shares were sold at an average price of $110.18, for a total transaction of $34,376.16. Following the completion of the sale, the executive vice president directly owned 127,661 shares in the company, valued at approximately $14,065,688.98. This trade represents a 0.24% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Oliver Tuszik sold 680 shares of the business’s stock in a transaction dated Monday, September 14th. The shares were sold at an average price of $110.18, for a total transaction of $74,922.40. Following the completion of the transaction, the executive vice president owned 163,337 shares in the company, valued at $17,996,470.66. The trade was a 0.41% 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 44,869 shares of company stock valued at $5,005,620 in the last three months. 0.01% of the stock is currently owned by corporate insiders.

Trending Headlines about Cisco Systems

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

• Positive Sentiment: Agentic AI expansion: Cisco unveiled new Webex agentic collaboration features at WebexOne 2026, including Claude in Webex and managed agents that can analyze data, create content and execute tasks using enterprise context. The initiative strengthens Cisco’s positioning in AI-enabled collaboration and could support software and recurring-revenue growth. Cisco Unveils New Agentic Collaboration Experiences
• Positive Sentiment: AI infrastructure channel momentum: Supermicro servers entering Cisco’s AI Factory channel and broader demand for AI networking reinforce expectations that Cisco can benefit from data-center buildouts, sovereign AI projects and higher demand for high-speed networking equipment. Cisco Stock Gains as Supermicro Servers Enter Its AI Factory Channel
• Positive Sentiment: Collaboration and security extensions: Webex now supports compliant WhatsApp communications through LeapXpert, while Quantum XChange joined Cisco’s networking marketplace with post-quantum security technology. These additions broaden Cisco’s collaboration, compliance and cybersecurity offerings. Cisco Collaboration Unit Adds WhatsApp to Webex
• Neutral Sentiment: Industry backdrop remains favorable: Analysts continue to highlight strong AI-networking demand across Cisco, Arista and Ciena. However, reports of supply constraints affecting Ciena show that demand is strong but execution and component availability could influence how quickly vendors convert demand into revenue. AI Networking Demand Lifts Cisco and Peers
• Neutral Sentiment: Valuation may temper gains: Cisco trades at roughly 35 times earnings after a strong 12-month advance. Its prior quarter beat estimates and revenue grew 17.6%, but investors may require continued AI-driven growth to justify the premium valuation.

Analyst Ratings Changes

CSCO has been the topic of several analyst reports. Freedom Capital upgraded shares of Cisco Systems from a “hold” rating to a “strong-buy” rating in a research report on Sunday, August 16th. Deutsche Bank Aktiengesellschaft began coverage on shares of Cisco Systems in a research note on Tuesday, September 1st. They set a “buy” rating and a $135.00 target price on the stock. Sanford C. Bernstein initiated coverage on Cisco Systems in a research report on Wednesday, September 30th. They set a “market perform” rating and a $110.00 target price on the stock. Zacks Research raised Cisco Systems from a “hold” rating to a “strong-buy” rating in a report on Wednesday, September 30th. Finally, KeyCorp raised their price objective on Cisco Systems from $130.00 to $135.00 and gave the company an “overweight” rating in a report on Thursday, August 13th. Three research analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating and seven have given a Hold rating to the company’s stock. According to MarketBeat.com, Cisco Systems presently has an average rating of “Moderate Buy” and a consensus price target of $128.52.

Cisco Systems Price Performance

CSCO traded up $0.21 on Wednesday, hitting $118.15. 5,733,496 shares of the company’s stock were exchanged, compared to its average volume of 22,487,277. The stock has a market cap of $465.83 billion, a price-to-earnings ratio of 35.37, a P/E/G ratio of 2.36 and a beta of 0.99. The company has a current ratio of 0.93, a quick ratio of 0.79 and a debt-to-equity ratio of 0.39. Cisco Systems, Inc. has a fifty-two week low of $66.81 and a fifty-two week high of $130.37. The firm has a 50-day moving average price of $112.01 and a 200-day moving average price of $107.16.

Cisco Systems (NASDAQ:CSCO) last issued its earnings results on Wednesday, August 12th. The network equipment provider reported $1.22 earnings per share for the quarter, topping 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 business’s revenue for the quarter was up 17.6% compared to the same quarter last year. During the same period in the previous year, the firm 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. As a group, equities analysts anticipate that Cisco Systems, Inc. will post 4.41 earnings per share 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 issued a $0.42 dividend. This represents a $1.68 annualized dividend and a yield of 1.4%. The ex-dividend date is Friday, October 2nd. Cisco Systems’s dividend payout ratio is presently 50.30%.

About Cisco Systems

Cisco Systems, Inc is a global technology company that develops networking, cybersecurity, collaboration, observability and data center solutions. Its products and services help businesses, governments, educational institutions and other organizations connect users and devices, manage infrastructure, protect digital environments and support cloud-based operations.

Cisco’s portfolio includes routers and switches, wireless networking equipment, network management software, firewalls, identity and access tools, endpoint security products, collaboration applications and observability platforms.