Fort Washington Investment Advisors Inc. OH lowered its position in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 12.6% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 848,357 shares of the network equipment provider’s stock after selling 122,567 shares during the quarter. Fort Washington Investment Advisors Inc. OH’s holdings in Cisco Systems were worth $91,309,000 at the end of the most recent reporting period.
Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Networth Advisors LLC boosted its holdings in Cisco Systems by 276.4% in the 1st quarter. Networth Advisors LLC now owns 335 shares of the network equipment provider’s stock valued at $26,000 after purchasing an additional 246 shares during the last quarter. Financial Life Planners acquired a new stake in shares of Cisco Systems during the 1st quarter worth approximately $27,000. Manning & Napier Advisors LLC raised its position in shares of Cisco Systems by 137.0% during the 1st quarter. Manning & Napier Advisors LLC now owns 346 shares of the network equipment provider’s stock valued at $27,000 after buying an additional 200 shares during the period. Osbon Capital Management LLC purchased a new stake in shares of Cisco Systems during the 4th quarter valued at approximately $32,000. Finally, RMG Wealth Management LLC lifted its holdings in Cisco Systems by 308.7% in the first quarter. RMG Wealth Management LLC now owns 425 shares of the network equipment provider’s stock valued at $33,000 after acquiring an additional 321 shares during the last quarter. 73.33% of the stock is currently owned by institutional investors and hedge funds.
Insider Activity at Cisco Systems
In other news, EVP Deborah L. Stahlkopf sold 6,487 shares of Cisco Systems stock in a transaction dated Friday, August 14th. The stock was sold at an average price of $111.53, for a total value of $723,495.11. Following the completion of the transaction, the executive vice president owned 167,116 shares in the company, valued at approximately $18,638,447.48. This trade represents a 3.74% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Charles Robbins sold 21,628 shares of the business’s 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 transaction, the chief executive officer directly owned 602,710 shares of the company’s stock, valued at approximately $67,226,273.40. This represents a 3.46% 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 44,869 shares of company stock worth $5,005,620 over the last quarter. 0.01% of the stock is currently owned by insiders.
Key Cisco Systems News
- Positive Sentiment: AI infrastructure orders, network upgrades, and cybersecurity demand continue to support Cisco’s long-term growth outlook. The company’s latest reported quarter exceeded earnings and revenue expectations, with revenue up 17.6% year over year. Should You Buy, Sell, or Hold Cisco Stock After a 68% Rise in a Year?
- Positive Sentiment: Analysts and value-focused investors continue to view Cisco as a potentially durable business benefiting from networking, security, and AI infrastructure spending. Its dividend and cash-generation potential may also appeal to income-oriented investors. Cisco Stock And 2 Value Plays For an Overvalued Market
- Neutral Sentiment: Cisco’s earnings recovery is being tested by cash-flow conversion. Fiscal 2026 net income rose 30% to $13.3 billion, while operating cash flow remained around $14.2 billion; unrealized investment gains also boosted reported profit without producing operating cash. Investors will look for stronger recurring cash generation. Cisco Can Its Earnings Recovery Turn Into Lasting Cash Growth?
- Negative Sentiment: After a roughly 68% gain over the past year, valuation has become a headwind. Commentary citing Cisco as overvalued suggests investors may be taking profits because the stock’s elevated price-to-earnings multiple leaves less room for disappointment. Cisco Systems Shares Fall — GF Value Says Still Overvalued
Wall Street Analyst Weigh In
Several research firms have issued reports on CSCO. Truist Financial raised their target price on Cisco Systems from $125.00 to $140.00 and gave the stock a “buy” rating in a research note on Thursday, August 13th. Morgan Stanley increased their price target on Cisco Systems from $130.00 to $135.00 and gave the stock an “overweight” rating in a report on Thursday, August 13th. Deutsche Bank Aktiengesellschaft assumed coverage on shares of Cisco Systems in a report on Tuesday, September 1st. They issued a “buy” rating and a $135.00 price objective on the stock. Piper Sandler lowered their target price on shares of Cisco Systems from $132.00 to $125.00 and set a “neutral” rating for the company in a research note on Tuesday, September 22nd. Finally, Wells Fargo & Company lifted their target price on shares of Cisco Systems from $130.00 to $150.00 and gave the company an “overweight” rating in a report on Thursday, August 13th. Three analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and seven have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $128.52.
Get Our Latest Research Report on CSCO
Cisco Systems Trading Down 1.2%
NASDAQ CSCO opened at $113.64 on Thursday. The firm has a 50 day simple moving average of $111.88 and a 200-day simple moving average of $108.67. 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, Inc. has a one year low of $68.57 and a one year high of $130.37. The firm has a market cap of $448.04 billion, a price-to-earnings ratio of 34.02, a PEG ratio of 2.40 and a beta of 0.99.
Cisco Systems (NASDAQ:CSCO – Get Free Report) 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. Cisco Systems had a net margin of 20.95% and a return on equity of 30.16%. The company had revenue of $17.25 billion for the quarter, compared to analyst estimates of $16.84 billion. During the same period in the prior year, the business earned $0.99 EPS. The firm’s quarterly revenue 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. Equities research analysts anticipate that Cisco Systems, Inc. will post 4.42 EPS for the current fiscal year.
Cisco Systems Announces Dividend
The business also recently declared a quarterly dividend, which will be paid on Wednesday, October 21st. Shareholders of record on Friday, October 2nd will be issued a dividend of $0.42 per share. The ex-dividend date is Friday, October 2nd. This represents a $1.68 annualized dividend and a yield of 1.5%. Cisco Systems’s dividend payout ratio is 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.
Read More
- Five stocks we like better than Cisco Systems
- Tesla Wants to Make Its Own Chips—What Could Go Wrong?
- IREN Limited’s AI Pivot Gains Traction—But Can Its Data Centers Deliver?
- PBF Energy’s Stunning Rally Faces a Critical Test
- Citi Stock Falls Despite Earnings Beat: What Investors Need to Know
Want to see what other hedge funds are holding CSCO? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Cisco Systems, Inc. (NASDAQ:CSCO – Free Report).
Receive News & Ratings for Cisco Systems Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Cisco Systems and related companies with MarketBeat.com's FREE daily email newsletter.
