Cisco Systems, Inc. $CSCO Stake Raised by Woodley Farra Manion Portfolio Management Inc.

Woodley Farra Manion Portfolio Management Inc. boosted its holdings in Cisco Systems, Inc. (NASDAQ:CSCO) by 11.2% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 67,012 shares of the network equipment provider’s stock after acquiring an additional 6,740 shares during the quarter. Woodley Farra Manion Portfolio Management Inc.’s holdings in Cisco Systems were worth $7,212,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently bought and sold shares of CSCO. Bridgewater Advisors Inc. purchased a new position in shares of Cisco Systems in the second quarter worth approximately $6,442,000. Beacon Pointe Advisors LLC acquired a new stake in shares of Cisco Systems during the second quarter valued at approximately $60,009,000. Western Wealth Management LLC lifted its position in shares of Cisco Systems by 60.5% in the 1st quarter. Western Wealth Management LLC now owns 76,372 shares of the network equipment provider’s stock valued at $5,926,000 after acquiring an additional 28,792 shares in the last quarter. ABN AMRO Bank N.V. purchased a new stake in shares of Cisco Systems in the 2nd quarter valued at approximately $19,114,000. Finally, Envestnet Portfolio Solutions Inc. boosted its stake in Cisco Systems by 24.6% in the 2nd quarter. Envestnet Portfolio Solutions Inc. now owns 363,506 shares of the network equipment provider’s stock worth $47,287,000 after purchasing an additional 71,774 shares during the period. 73.33% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several equities analysts have weighed in on the stock. Deutsche Bank Aktiengesellschaft initiated coverage on shares of Cisco Systems in a research report on Tuesday, September 1st. They set a “buy” rating and a $135.00 price objective on the stock. Wall Street Zen lowered Cisco Systems from a “buy” rating to a “hold” rating in a report on Saturday. Wells Fargo & Company raised their target price on Cisco Systems from $130.00 to $150.00 and gave the stock an “overweight” rating in a research report on Thursday, August 13th. Freedom Capital upgraded Cisco Systems from a “hold” rating to a “strong-buy” rating in a report on Sunday, August 16th. Finally, UBS Group upped their price target on Cisco Systems from $132.00 to $138.00 and gave the company a “buy” rating in a research report on Thursday, August 13th. Three investment analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating and eight have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $127.87.

Cisco Systems Stock Performance

Shares of CSCO opened at $98.15 on Wednesday. The company’s 50 day moving average price is $108.34 and its 200 day moving average price is $101.87. Cisco Systems, Inc. has a 52 week low of $71.10 and a 52 week high of $130.37. The company has a market capitalization of $386.97 billion, a PE ratio of 29.39, a PEG ratio of 2.05 and a beta of 1.01. The company has a debt-to-equity ratio of 0.39, a quick ratio of 0.79 and a current ratio of 0.93.

Cisco Systems (NASDAQ:CSCO) last released its earnings results on Wednesday, August 12th. The network equipment provider reported $1.22 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.17 by $0.05. The company 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 was up 17.6% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $0.99 EPS. Research analysts expect that Cisco Systems, Inc. will post 4.42 EPS for the current fiscal year.

Insider Buying and Selling at Cisco Systems

In other news, EVP Oliver Tuszik sold 2,760 shares of the company’s stock in a transaction on Friday, August 14th. The shares were sold at an average price of $112.46, for a total value of $310,389.60. Following the transaction, the executive vice president directly 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 transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. 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 on Friday, August 14th. The stock was sold at an average price of $111.53, for a total transaction of $723,495.11. Following the completion of the transaction, the executive vice president directly 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 SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 44,869 shares of company stock worth $5,005,620 over the last 90 days. 0.01% of the stock is currently owned by insiders.

Key Headlines Impacting Cisco Systems

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

• Positive Sentiment: Investors are looking for Cisco’s results to benefit from AI infrastructure demand, hyperscaler investment and networking growth. The report will test whether those trends are translating into orders and revenue. Article: Should You Buy, Sell, or Hold Cisco Systems Stock Before Q1 Earnings?
• Positive Sentiment: Cisco introduced AI security and observability updates, including adding Anthropic’s Claude Mythos to AI Defense for red-teaming AI applications and agents. The products could strengthen its position as companies seek to secure and monitor AI deployments. Article: Cisco Unveils Frontier AI Red Teaming and Agent Observability
• Positive Sentiment: Schurz Broadband Group is deploying Cisco’s 8000 Series routing platform across four operating companies, providing a customer win for its next-generation networking equipment. Article: Schurz Broadband Group Advances its Enterprise Fiber Network with Cisco 8000 Series Routing
• Positive Sentiment: ETFs were net buyers of about $85 million of Cisco shares on November 6, indicating institutional fund demand that may provide some support. Article: 60 ETFs Add to Cisco Holdings
• Neutral Sentiment: The earnings announcement is a near-term catalyst, with options markets implying a potentially large move. Investors will focus on AI-related orders and margins; the outcome could amplify volatility. Article: Cisco Stock Faces a Massive Earnings Test
• Negative Sentiment: Valuation is a concern after a substantial multi-year share-price run: investors are questioning whether Cisco’s current price is justified by its cash-generation outlook. ETF flows were also mixed, with net sales reported on November 5. Article: Is Cisco Systems Fully Priced After Its 104% Run?

Cisco Systems Profile

Cisco Systems, Inc. develops networking, cybersecurity, collaboration and observability technologies for businesses, governments and other organizations. Its products include routers, switches, wireless systems and data center infrastructure, along with security software and services that help organizations connect and protect their networks. The company also provides collaboration tools through its Webex platform and observability capabilities through its software offerings, including technology from Splunk, which Cisco acquired in 2024.