Cisco Systems, Inc. $CSCO Holdings Trimmed by Compass Wealth Management LLC

Compass Wealth Management LLC trimmed its position in Cisco Systems, Inc. (NASDAQ:CSCO) by 8.8% in the third quarter, according to its most recent filing with the SEC. The institutional investor owned 55,847 shares of the network equipment provider’s stock after selling 5,390 shares during the period. Compass Wealth Management LLC’s holdings in Cisco Systems were worth $6,011,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. WP Advisors LLC increased its position in shares of Cisco Systems by 47.2% during the third quarter. WP Advisors LLC now owns 2,536 shares of the network equipment provider’s stock valued at $273,000 after acquiring an additional 813 shares during the last quarter. Sharkey Howes & Javer lifted its holdings in Cisco Systems by 12.7% during the third quarter. Sharkey Howes & Javer now owns 3,038 shares of the network equipment provider’s stock worth $327,000 after acquiring an additional 343 shares during the period. Benin Management CORP lifted its holdings in Cisco Systems by 21.5% during the third quarter. Benin Management CORP now owns 41,918 shares of the network equipment provider’s stock worth $4,512,000 after acquiring an additional 7,430 shares during the period. Northern Lights Advisors Inc. boosted its position in Cisco Systems by 19.7% in the third quarter. Northern Lights Advisors Inc. now owns 3,640 shares of the network equipment provider’s stock worth $392,000 after purchasing an additional 600 shares during the last quarter. Finally, Legacy Financial Group Inc. boosted its position in Cisco Systems by 8.2% in the third quarter. Legacy Financial Group Inc. now owns 3,113 shares of the network equipment provider’s stock worth $335,000 after purchasing an additional 236 shares during the last quarter. Hedge funds and other institutional investors own 73.33% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of brokerages have issued reports on CSCO. UBS Group upped their price objective on Cisco Systems from $132.00 to $138.00 and gave the company a “buy” rating in a research note 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. Deutsche Bank Aktiengesellschaft began coverage on shares of Cisco Systems in a report on Tuesday, September 1st. They issued a “buy” rating and a $135.00 price target on the stock. Zacks Research upgraded shares of Cisco Systems from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, September 30th. Finally, Truist Financial increased their price target on shares of Cisco Systems from $125.00 to $140.00 and gave the company a “buy” rating in a research 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 stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $128.52.

Cisco Systems Trading Down 2.2%

NASDAQ:CSCO opened at $104.89 on Friday. Cisco Systems, Inc. has a 12 month low of $70.06 and a 12 month high of $130.37. The company has a current ratio of 0.93, a quick ratio of 0.79 and a debt-to-equity ratio of 0.39. The firm’s 50 day moving average is $110.28 and its 200 day moving average is $109.88. The stock has a market capitalization of $413.54 billion, a PE ratio of 31.40, a price-to-earnings-growth ratio of 2.23 and a beta of 0.99.

Cisco Systems (NASDAQ:CSCO) last announced its quarterly earnings data on Wednesday, August 12th. The network equipment provider reported $1.22 earnings per share 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 during the quarter, compared to analyst estimates of $16.84 billion. During the same period in the prior year, the company earned $0.99 earnings per share. Cisco Systems’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. Sell-side analysts expect that Cisco Systems, Inc. will post 4.42 earnings per share for the current year.

Cisco Systems Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Wednesday, October 21st. Stockholders of record on Friday, October 2nd were paid a dividend of $0.42 per share. The ex-dividend date was Friday, October 2nd. This represents a $1.68 annualized dividend and a dividend yield of 1.6%. 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: Cisco unveiled high-density AI networking products, including Silicon One G302 switches and a planned 400Gb/s-per-lane optical module developed with NVIDIA, TE Connectivity and Amphenol. Expanded SONiC support and AI-operations security tools strengthen the company’s effort to capture spending across networking hardware, silicon, optics and software. Did AI Networking Expansion Just Shift Cisco’s Investment Narrative?
• Positive Sentiment: Longer-term bullish commentary argues that Cisco can benefit from continued AI data-center investment and from software that helps customers monitor AI usage and control rising model-inference costs. Cisco: Can It Profit From Helping Customers Spend Less on AI?
• Neutral Sentiment: ETF funds were net sellers of CSCO on October 20, adding a technical source of pressure that does not necessarily reflect a change in Cisco’s operating outlook. ETFs Are Net Sellers of Cisco
• Neutral Sentiment: Analysts continue to debate whether Cisco’s AI opportunity represents a durable shift from its traditional enterprise networking business. Comparisons with Arista Networks highlight the importance of execution, data-center design wins and margins. Arista Networks Versus Cisco Systems
• Negative Sentiment: The latest decline reflects Cisco falling more than the broader market, while commentary from Seeking Alpha characterized the stock’s AI narrative as overbought and maintained a Hold view. At a price-to-earnings ratio above 31, investors may be demanding substantial AI growth before awarding the shares a higher valuation. Here’s Why Cisco Systems Fell More Than the Broader Market

Insider Buying and Selling

In related news, CEO Charles Robbins sold 21,628 shares of Cisco Systems stock in a transaction dated 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 owned 602,710 shares of the company’s stock, valued at approximately $67,226,273.40. This trade represents a 3.46% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Jeetendra Patel sold 7,170 shares of the business’s stock in a transaction dated Friday, August 14th. The shares were sold at an average price of $111.57, for a total value of $799,956.90. Following the completion of the sale, the insider owned 230,593 shares in the company, valued at $25,727,261.01. This represents a 3.02% 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. Insiders have sold a total of 44,869 shares of company stock worth $5,005,620 in the last quarter. 0.01% of the stock is currently owned by company insiders.

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.