Cisco Systems, Inc. $CSCO Stock Sold by NFSG Corp

NFSG Corp trimmed its position in Cisco Systems, Inc. (NASDAQ:CSCO) by 9.8% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 45,771 shares of the network equipment provider’s stock after selling 4,979 shares during the period. NFSG Corp’s holdings in Cisco Systems were worth $5,023,000 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. Networth Advisors LLC raised its stake in shares of Cisco Systems by 276.4% in the 1st quarter. Networth Advisors LLC now owns 335 shares of the network equipment provider’s stock worth $26,000 after buying an additional 246 shares in the last quarter. Financial Life Planners acquired a new stake in shares of Cisco Systems in the first quarter valued at $27,000. Manning & Napier Advisors LLC lifted its holdings in shares of Cisco Systems by 137.0% in the first 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 bought a new position in Cisco Systems during the fourth quarter valued at about $32,000. Finally, Blueline Advisors LLC bought a new position in Cisco Systems during the third quarter valued at about $32,000. 73.33% of the stock is owned by institutional investors.

Cisco Systems News Summary

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

• Positive Sentiment: AI infrastructure collaboration: Cisco and NVIDIA are developing a 400G optical standard for AI data centers, designed to increase bandwidth density and support an open hardware ecosystem. The initiative could strengthen Cisco’s position in large-scale AI networking. Cisco Backs a New 400G Optical Standard for AI Data Centers
• Positive Sentiment: Strong demand and sales momentum: Cisco’s AI infrastructure spending and campus-network upgrades are supporting demand. Analysts also highlighted the company’s 17.6% year-over-year quarterly sales growth—the fastest pace in roughly a decade—as evidence of improving fundamentals. How Rare Is Cisco’s Record Sales Growth?
• Positive Sentiment: Relative valuation appeal: A comparison with Astera Labs argues that Cisco offers greater potential upside at a lower valuation while benefiting from robust networking demand, though Astera has delivered stronger recent stock performance. ALAB vs. CSCO: Which AI Infrastructure Stock Is a Better Buy?
• Neutral Sentiment: Recurring-revenue question: Investors are assessing whether Cisco can sustain software and support renewals after the current equipment-upgrade cycle slows. Recurring revenue would provide stability, but the articles do not offer new renewal data. Can Software Renewals Outlast the Networking Upgrade Cycle?
• Negative Sentiment: Competitive and headline risks: Arista Networks has outperformed Cisco in AI networking, underscoring competitive concerns. Separately, Cisco’s multimillion-dollar donation to a White House ballroom project could create reputational or political controversy, although it has no direct financial impact disclosed. Nvidia and Cisco Confirm Donations to White House Ballroom

Insider Activity

In other Cisco Systems news, EVP Deborah Stahlkopf sold 6,487 shares of the business’s stock in a transaction dated Friday, August 14th. The stock was sold at an average price of $111.53, for a total transaction of $723,495.11. Following the sale, the executive vice president owned 167,116 shares in the company, valued at approximately $18,638,447.48. The trade was a 3.74% decrease in their position. The transaction 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, insider Jeetendra Patel sold 7,170 shares of the firm’s stock in a transaction dated Friday, August 14th. The stock was sold at an average price of $111.57, for a total transaction of $799,956.90. Following the completion of the transaction, the insider owned 230,593 shares of the company’s stock, valued at approximately $25,727,261.01. The trade was a 3.02% 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. In the last quarter, insiders have sold 44,869 shares of company stock worth $5,005,620. 0.01% of the stock is owned by company insiders.

Cisco Systems Price Performance

Shares of CSCO traded down $2.46 during trading hours on Friday, hitting $107.39. 15,881,595 shares of the company were exchanged, compared to its average volume of 19,492,348. The company has a market capitalization of $423.39 billion, a PE ratio of 32.15, a PEG ratio of 2.29 and a beta of 0.99. The company has a debt-to-equity ratio of 0.39, a current ratio of 0.93 and a quick ratio of 0.79. The firm has a fifty day simple moving average of $111.38 and a 200-day simple moving average of $108.87. Cisco Systems, Inc. has a one year low of $68.95 and a one year high of $130.37.

Cisco Systems (NASDAQ:CSCO) last announced 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 return on equity of 30.16% and a net margin of 20.95%. 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 previous year, the firm earned $0.99 earnings per share. Cisco Systems’s revenue for the quarter 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. As a group, sell-side analysts predict that Cisco Systems, Inc. will post 4.42 earnings per share for the current year.

Cisco Systems Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, October 21st. Investors of record on Friday, October 2nd will be paid a $0.42 dividend. The ex-dividend date of this dividend is Friday, October 2nd. This represents a $1.68 dividend on an annualized basis and a yield of 1.6%. Cisco Systems’s dividend payout ratio (DPR) is currently 50.30%.

Analyst Upgrades and Downgrades

Several brokerages have commented on CSCO. Wells Fargo & Company boosted their price target on shares of Cisco Systems from $130.00 to $150.00 and gave the stock an “overweight” rating in a research report on Thursday, August 13th. Morgan Stanley raised their price objective 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. Zacks Research raised shares of Cisco Systems from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, September 30th. Piper Sandler lowered their price objective on shares of Cisco Systems from $132.00 to $125.00 and set a “neutral” rating on the stock in a research note on Tuesday, September 22nd. Finally, Rosenblatt Securities boosted their target price on shares of Cisco Systems from $150.00 to $165.00 and gave the stock a “buy” rating in a report on Thursday, August 13th. Three investment analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and seven have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, Cisco Systems currently has an average rating of “Moderate Buy” and a consensus target price of $128.52.

Cisco Systems Profile

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.