Cisco Systems, Inc. $CSCO Stock Acquired by Choreo LLC

Choreo LLC grew its stake in Cisco Systems, Inc. (NASDAQ:CSCO) by 10.8% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 189,351 shares of the network equipment provider’s stock after purchasing an additional 18,503 shares during the period. Choreo LLC’s holdings in Cisco Systems were worth $20,380,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds have also recently modified their holdings of the company. Financial Life Planners acquired a new position in Cisco Systems in the first quarter valued at approximately $27,000. Manning & Napier Advisors LLC boosted its position in Cisco Systems by 137.0% in the 1st quarter. Manning & Napier Advisors LLC now owns 346 shares of the network equipment provider’s stock worth $27,000 after purchasing an additional 200 shares in the last quarter. Halbert Hargrove Global Advisors LLC grew its stake in shares of Cisco Systems by 142.5% during the 3rd quarter. Halbert Hargrove Global Advisors LLC now owns 257 shares of the network equipment provider’s stock worth $28,000 after purchasing an additional 151 shares during the period. Kings Path Partners LLC acquired a new stake in shares of Cisco Systems during the 3rd quarter worth approximately $31,000. Finally, Blueline Advisors LLC acquired a new stake in shares of Cisco Systems during the 3rd quarter worth approximately $32,000. Hedge funds and other institutional investors own 73.33% of the company’s stock.

Insider Buying and Selling at Cisco Systems

In other news, EVP Deborah Stahlkopf sold 6,487 shares of the firm’s stock in a transaction that occurred on Friday, August 14th. The stock was sold at an average price of $111.53, for a total value of $723,495.11. Following the transaction, the executive vice president owned 167,116 shares in the company, valued at $18,638,447.48. This trade represents a 3.74% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, 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 value of $2,412,387.12. Following the completion of the sale, the chief executive officer directly owned 602,710 shares in the company, valued at $67,226,273.40. This represents a 3.46% 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 ninety days, insiders have sold 44,869 shares of company stock valued at $5,005,620. 0.01% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

Several equities analysts recently issued reports on CSCO shares. Freedom Capital upgraded shares of Cisco Systems from a “hold” rating to a “strong-buy” rating in a research note on Sunday, August 16th. Truist Financial increased their price target on shares of Cisco Systems from $125.00 to $140.00 and gave the stock a “buy” rating in a report on Thursday, August 13th. Morgan Stanley raised their price target on shares of Cisco Systems from $130.00 to $135.00 and gave the company an “overweight” rating in a research report on Thursday, August 13th. Barclays lifted their price objective on shares of Cisco Systems from $121.00 to $123.00 and gave the company an “equal weight” rating in a report on Thursday, August 13th. Finally, Weiss Ratings reiterated a “buy (b)” rating on shares of Cisco Systems in a research report on Wednesday, August 26th. Three equities research analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and seven have given a Hold rating to the company’s stock. According to data from MarketBeat, Cisco Systems has an average rating of “Moderate Buy” and a consensus target price of $128.52.

More Cisco Systems News

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

• Positive Sentiment: AI networking demand remains a key growth driver. Rising hyperscaler spending and Cisco’s expanding networking portfolio could help it compete more effectively with Arista Networks and Hewlett Packard Enterprise. Cisco Gains From AI Networking Boom
• Positive Sentiment: Security and AI-agent protection initiatives strengthen Cisco’s strategic positioning. The company is promoting AI security, quantum-safe capabilities and Project Quarry, an open-source tool designed to detect rogue AI agents—areas that could support demand as enterprises deploy more AI. Cisco Open Sources Project Quarry
• Positive Sentiment: Analyst expectations remain favorable. Cisco has outperformed the broader market recently, and the reported consensus price target of $128.52 implies further upside from recent trading levels. Cisco Consensus Price Target
• Neutral Sentiment: Earnings are the next major catalyst. A preview noted a positive analyst outlook ahead of Cisco’s report. Investors may be waiting for updated guidance and evidence that AI-related orders are translating into sustained revenue and margin growth. Earnings Preview: What to Expect From Cisco’s Report
• Negative Sentiment: Competitive and valuation concerns may be limiting enthusiasm. Dell’s expanding AI-security capabilities and strong server backlog highlight intensifying competition for AI infrastructure spending, while Cisco’s elevated valuation leaves the stock vulnerable to profit-taking if expectations are not exceeded. Dell Expands AI Security Capabilities
• Negative Sentiment: Recent selling added pressure. ETFs were reported as net sellers of CSCO, and the stock fell more than the broader market without a clearly identified negative company announcement, suggesting investors were reducing exposure or locking in gains ahead of earnings. ETFs Are Net Sellers of Cisco

Cisco Systems Stock Down 1.5%

Shares of NASDAQ CSCO opened at $108.59 on Friday. The firm has a market cap of $428.13 billion, a price-to-earnings ratio of 32.51, a price-to-earnings-growth ratio of 2.30 and a beta of 0.99. The company’s 50-day simple moving average is $110.10 and its 200-day simple moving average is $100.86. 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 $70.54 and a 52-week high of $130.37.

Cisco Systems (NASDAQ:CSCO) last released its quarterly 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 firm had revenue of $17.25 billion during the quarter, compared to the consensus estimate of $16.84 billion. Cisco Systems had a net margin of 20.95% and a return on equity of 30.16%. The company’s revenue for the quarter was up 17.6% on a year-over-year basis. During the same quarter in the prior year, the firm earned $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. Equities analysts predict that Cisco Systems, Inc. will post 4.42 EPS for the current fiscal year.

Cisco Systems Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Wednesday, October 21st. Shareholders of record on Friday, October 2nd were issued a dividend of $0.42 per share. The ex-dividend date of this dividend was Friday, October 2nd. This represents a $1.68 dividend on an annualized basis and a dividend yield of 1.5%. Cisco Systems’s dividend payout ratio is presently 50.30%.

Cisco Systems Profile

Cisco Systems, Inc is a global technology company that develops networking, cybersecurity, collaboration and observability solutions for businesses, government organizations and service providers. Its offerings include routers, switches, wireless networking equipment, data-center infrastructure, security software and services, as well as technologies that support cloud and hybrid IT environments.

The company also provides collaboration tools through its Webex portfolio, cloud-managed networking through Cisco Meraki and security and observability capabilities that include technologies from Splunk, which Cisco acquired in 2024.