Cisco Systems, Inc. $CSCO Holdings Increased by Americana Partners LLC

Americana Partners LLC raised its stake in Cisco Systems, Inc. (NASDAQ:CSCO) by 20.3% during the 3rd quarter, HoldingsChannel reports. The institutional investor owned 196,278 shares of the network equipment provider’s stock after buying an additional 33,088 shares during the period. Americana Partners LLC’s holdings in Cisco Systems were worth $21,125,000 at the end of the most recent quarter.

Other hedge funds also recently modified their holdings of the company. Aprio Wealth Management LLC increased its position in shares of Cisco Systems by 1.3% in the third quarter. Aprio Wealth Management LLC now owns 79,994 shares of the network equipment provider’s stock valued at $8,610,000 after acquiring an additional 1,039 shares during the last quarter. Avestar Capital LLC boosted its holdings in shares of Cisco Systems by 5.2% during the third quarter. Avestar Capital LLC now owns 33,620 shares of the network equipment provider’s stock worth $3,619,000 after acquiring an additional 1,675 shares during the period. Morling Financial Advisors LLC acquired a new stake in shares of Cisco Systems during the third quarter worth $243,000. Fusion Capital LLC increased its position in shares of Cisco Systems by 0.3% in the third quarter. Fusion Capital LLC now owns 119,093 shares of the network equipment provider’s stock worth $12,818,000 after purchasing an additional 347 shares during the period. Finally, Kurv Investment Management LLC increased its stake in shares of Cisco Systems by 8.9% in the 3rd quarter. Kurv Investment Management LLC now owns 21,298 shares of the network equipment provider’s stock valued at $2,292,000 after purchasing an additional 1,748 shares during the last quarter. Institutional investors and hedge funds own 73.33% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts recently weighed in on CSCO shares. Barclays boosted their price objective on shares of Cisco Systems from $121.00 to $123.00 and gave the stock an “equal weight” rating in a research note on Thursday, August 13th. Wells Fargo & Company raised their target price on Cisco Systems from $130.00 to $150.00 and gave the company an “overweight” rating in a research report on Thursday, August 13th. Piper Sandler lowered their price objective on Cisco Systems from $132.00 to $125.00 and set a “neutral” rating on the stock in a research note on Tuesday, September 22nd. Zacks Research raised shares of Cisco Systems from a “hold” rating to a “strong-buy” rating in a report on Wednesday, September 30th. Finally, Deutsche Bank Aktiengesellschaft started coverage on shares of Cisco Systems in a research note on Tuesday, September 1st. They issued a “buy” rating and a $135.00 price target for the company. Three 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 stock. According to data from MarketBeat, Cisco Systems currently has a consensus rating of “Moderate Buy” and an average price target of $128.52.

Cisco Systems Stock Performance

Shares of CSCO stock opened at $104.51 on Friday. The stock has a market cap of $412.04 billion, a PE ratio of 31.29, a price-to-earnings-growth ratio of 2.26 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 12 month low of $70.54 and a 12 month high of $130.37. The company’s fifty day moving average price is $110.00 and its 200-day moving average price is $101.01.

Cisco Systems (NASDAQ:CSCO) last announced its earnings results on Wednesday, August 12th. The network equipment provider reported $1.22 earnings per share for the quarter, beating analysts’ consensus estimates 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 during the quarter, compared to the consensus estimate of $16.84 billion. During the same quarter last year, the firm earned $0.99 earnings per share. The business’s revenue for the quarter 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. On average, equities analysts expect that Cisco Systems, Inc. will post 4.42 EPS for the current fiscal year.

Cisco Systems Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Wednesday, October 21st. Stockholders of record on Friday, October 2nd were issued a dividend of $0.42 per share. This represents a $1.68 dividend on an annualized basis and a dividend yield of 1.6%. The ex-dividend date of this dividend was Friday, October 2nd. Cisco Systems’s dividend payout ratio is presently 50.30%.

Key Cisco Systems News

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

• Positive Sentiment: AI infrastructure remains a key growth catalyst. Cisco is benefiting from rising hyperscaler demand for networking equipment, while AI workloads, 5G, Wi-Fi 7, and broader connectivity needs support the networking industry’s expansion. Cisco Gains From AI Networking Boom
• Positive Sentiment: Industry research projects the global virtualization-security market will grow from $1.7 billion in 2025 to $4.9 billion by 2032, creating potential demand for Cisco’s security, segmentation, and cloud-native offerings. Virtualization Security Market Report
• Positive Sentiment: Mobile virtualization is projected to reach $21 billion by 2032, with remote work, BYOD, 5G, and tighter data regulations supporting longer-term opportunities for Cisco’s networking and security businesses. Mobile Virtualization Market Report
• Positive Sentiment: Analysts maintain a favorable view ahead of earnings, with a reported consensus price target of $128.52, implying continued confidence in Cisco’s outlook. Cisco Consensus Price Target
• Positive Sentiment: Cisco is experimenting with an AI-assisted rewrite of approximately 98% of its code under a young engineering leader, potentially improving development speed and product productivity, although execution remains unproven. Cisco AI Code Rewrite
• Neutral Sentiment: Cisco’s upcoming report is receiving positive analyst attention after the stock outperformed the broader market, but the preview also raises the bar for results and forward guidance. Cisco Earnings Preview
• Neutral Sentiment: The company’s AI-security and quantum-safe initiatives could strengthen its long-term product portfolio, though the articles provide limited evidence of near-term financial impact. Cisco AI Security and Quantum-Safe Push
• Negative Sentiment: Competitive pressure is increasing: Dell is expanding its AI-security and cyber-resilience capabilities, potentially challenging Cisco in enterprise infrastructure and security markets. Dell Expands AI Security Capabilities
• Negative Sentiment: Recent weakness relative to the broader market suggests investors may be taking profits or demanding stronger earnings and guidance, particularly with CSCO trading at a relatively elevated earnings multiple.

Insiders Place Their Bets

In other Cisco Systems news, insider Jeetendra Patel sold 7,170 shares of the business’s stock in a transaction on Friday, August 14th. The shares were sold at an average price of $111.57, for a total transaction of $799,956.90. Following the completion of the sale, the insider directly owned 230,593 shares in the company, valued at approximately $25,727,261.01. The trade was a 3.02% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible 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 the company’s stock in a transaction that occurred on Friday, August 14th. The shares were sold at an average price of $111.53, for a total transaction of $723,495.11. Following the sale, the executive vice president directly owned 167,116 shares of the company’s stock, valued at approximately $18,638,447.48. This 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 44,869 shares of company stock worth $5,005,620 in the last 90 days. Insiders own 0.01% of the company’s stock.

Cisco Systems Company 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.