Cisco Systems, Inc. $CSCO Stock Sold by VestGen Advisors LLC

VestGen Advisors LLC trimmed its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 23.7% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 50,001 shares of the network equipment provider’s stock after selling 15,490 shares during the period. VestGen Advisors LLC’s holdings in Cisco Systems were worth $5,382,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Cozad Asset Management Inc. grew its holdings in Cisco Systems by 0.3% during the first quarter. Cozad Asset Management Inc. now owns 26,203 shares of the network equipment provider’s stock worth $2,033,000 after purchasing an additional 87 shares during the period. Dogwood Wealth Management LLC boosted its stake in shares of Cisco Systems by 3.9% during the 2nd quarter. Dogwood Wealth Management LLC now owns 2,413 shares of the network equipment provider’s stock worth $283,000 after acquiring an additional 90 shares during the period. Green Ridge Wealth Planning LLC boosted its stake in shares of Cisco Systems by 1.5% during the 3rd quarter. Green Ridge Wealth Planning LLC now owns 6,017 shares of the network equipment provider’s stock worth $648,000 after acquiring an additional 90 shares during the period. August Group Capital Ltd boosted its stake in shares of Cisco Systems by 2.0% during the 2nd quarter. August Group Capital Ltd now owns 4,723 shares of the network equipment provider’s stock worth $555,000 after acquiring an additional 91 shares during the period. Finally, Financial Insights Inc. increased its holdings in shares of Cisco Systems by 1.5% during the 1st quarter. Financial Insights Inc. now owns 6,220 shares of the network equipment provider’s stock worth $483,000 after acquiring an additional 92 shares during the last quarter. 73.33% of the stock is owned by institutional investors.

Insider Activity

In other Cisco Systems news, insider Jeetendra Patel sold 7,170 shares of the stock in a transaction on Friday, August 14th. The stock was sold at an average price of $111.57, for a total transaction of $799,956.90. Following the transaction, the insider owned 230,593 shares in the company, valued at $25,727,261.01. This trade represents a 3.02% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Oliver Tuszik sold 2,760 shares of Cisco Systems stock in a transaction on Friday, August 14th. The stock was sold at an average price of $112.46, for a total value of $310,389.60. Following the sale, the executive vice president directly owned 165,276 shares of the company’s stock, valued at $18,586,938.96. This represents a 1.64% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders have sold 44,869 shares of company stock worth $5,005,620. Corporate insiders own 0.01% of the company’s stock.

Cisco Systems Trading Down 1.0%

Shares of NASDAQ:CSCO opened at $110.29 on Thursday. Cisco Systems, Inc. has a 12-month low of $70.54 and a 12-month high of $130.37. The business has a 50 day moving average of $110.14 and a 200-day moving average of $100.68. The company has a quick ratio of 0.79, a current ratio of 0.93 and a debt-to-equity ratio of 0.39. The stock has a market cap of $434.83 billion, a PE ratio of 33.02, a P/E/G ratio of 2.22 and a beta of 0.99.

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, topping analysts’ consensus estimates of $1.17 by $0.05. The company had revenue of $17.25 billion for the quarter, compared to analyst estimates of $16.84 billion. Cisco Systems had a return on equity of 30.16% and a net margin of 20.95%. The firm’s quarterly revenue was up 17.6% compared to the same quarter last year. During the same quarter last year, the company earned $0.99 earnings per share. 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, equities research analysts forecast that Cisco Systems, Inc. will post 4.42 earnings per share for the current year.

Cisco Systems Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, October 21st. Shareholders of record on Friday, October 2nd were issued a $0.42 dividend. This represents a $1.68 dividend on an annualized basis and a yield of 1.5%. The ex-dividend date of this dividend was Friday, October 2nd. Cisco Systems’s dividend payout ratio is currently 50.30%.

Cisco Systems News Summary

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

• Positive Sentiment: Cisco is emphasizing AI security and “quantum-safe” technology as enterprises build out AI infrastructure. The strategy could create additional demand for Cisco’s networking, cybersecurity and observability products. What Is Cisco Signaling With Its AI Security And Quantum Safe Push?
• Positive Sentiment: Cisco President and Chief Product Officer Jeetu Patel said AI-agent safety will be a major technology issue, highlighting security risks that could increase demand for Cisco’s security and infrastructure solutions. AI Agent Safety Will Be the Issue of Our Time
• Positive Sentiment: Cisco open-sourced Project Quarry, a tool designed to detect rogue AI agents. The initiative could strengthen Cisco’s credibility in securing enterprise AI deployments and support future software and security opportunities. Cisco Open Sources Project Quarry to Detect Rogue AI Agents
• Positive Sentiment: Analyst consensus price targets reportedly moved higher, while Cisco’s partner awards and channel activity point to continued customer and reseller engagement. Cisco Systems Consensus Price Target Rises
• Neutral Sentiment: NTT DATA’s global AI Factory expansion may broaden demand for secure networking and AI infrastructure, although the announcement does not identify a specific Cisco contract or near-term revenue contribution. NTT DATA Expands AI Factory Footprint
• Negative Sentiment: Exchange-traded funds were net sellers of Cisco, creating near-term technical pressure independent of the company’s operating outlook. ETFs Are Net Sellers of Cisco
• Negative Sentiment: Investors are questioning whether Cisco’s strong multi-year advance and AI-related optimism are fully supported by future cash flow. A relatively elevated valuation leaves less room for execution disappointments. Can Cisco Stay Cheap as AI Cash Flow Builds?

Analyst Ratings Changes

A number of equities research analysts recently weighed in on the company. Morgan Stanley increased their price target on Cisco Systems from $130.00 to $135.00 and gave the company an “overweight” rating in a research note on Thursday, August 13th. Piper Sandler reduced their price objective on shares of Cisco Systems from $132.00 to $125.00 and set a “neutral” rating for the company in a research report on Tuesday, September 22nd. UBS Group upped their price objective on shares of Cisco Systems from $132.00 to $138.00 and gave the company a “buy” rating in a report on Thursday, August 13th. Zacks Research upgraded shares of Cisco Systems from a “hold” rating to a “strong-buy” rating in a report on Wednesday, September 30th. Finally, Wall Street Zen raised shares of Cisco Systems from a “hold” rating to a “buy” rating in a research report on Sunday, October 11th. Three equities research analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and seven have given a Hold rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $128.52.

About Cisco Systems

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.