Magnolia Capital Management Ltd. Has $3.23 Million Stock Holdings in Cisco Systems, Inc. $CSCO

Magnolia Capital Management Ltd. cut its stake in Cisco Systems, Inc. (NASDAQ:CSCO) by 14.4% in the 2nd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 27,530 shares of the network equipment provider’s stock after selling 4,630 shares during the quarter. Cisco Systems comprises about 2.2% of Magnolia Capital Management Ltd.’s holdings, making the stock its 10th largest position. Magnolia Capital Management Ltd.’s holdings in Cisco Systems were worth $3,234,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the stock. Intesa Sanpaolo Wealth Management bought a new position in Cisco Systems in the 4th quarter worth about $25,000. MidAtlantic Capital Management Inc. bought a new stake in shares of Cisco Systems during the fourth quarter valued at about $25,000. Networth Advisors LLC increased its position in shares of Cisco Systems by 276.4% during the first quarter. Networth Advisors LLC now owns 335 shares of the network equipment provider’s stock valued at $26,000 after buying an additional 246 shares during the period. 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 worth $27,000 after buying an additional 200 shares in the last quarter. Finally, Financial Life Planners purchased a new stake in shares of Cisco Systems in the first quarter worth about $27,000. 73.33% of the stock is currently owned by institutional investors.

Cisco Systems Price Performance

Shares of Cisco Systems stock opened at $120.46 on Wednesday. Cisco Systems, Inc. has a 52-week low of $65.75 and a 52-week high of $130.37. The stock has a market capitalization of $474.79 billion, a price-to-earnings ratio of 39.11, a price-to-earnings-growth ratio of 2.76 and a beta of 1.02. The company has a fifty day moving average of $117.61 and a 200-day moving average of $98.38. The company has a debt-to-equity ratio of 0.40, a quick ratio of 0.81 and a current ratio of 0.92.

Cisco Systems (NASDAQ:CSCO) last issued its earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 EPS for the quarter, topping analysts’ consensus estimates of $1.03 by $0.03. The company had revenue of $15.84 billion for the quarter, compared to analysts’ expectations of $15.56 billion. Cisco Systems had a net margin of 20.14% and a return on equity of 28.44%. The firm’s revenue was up 12.0% compared to the same quarter last year. During the same quarter last year, the company earned $0.96 EPS. Equities research analysts expect that Cisco Systems, Inc. will post 3.54 EPS for the current year.

Insider Buying and Selling at Cisco Systems

In other news, CEO Charles Robbins sold 21,400 shares of the firm’s stock in a transaction dated Friday, May 22nd. The stock was sold at an average price of $120.03, for a total transaction of $2,568,642.00. Following the transaction, the chief executive officer directly owned 637,085 shares of the company’s stock, valued at approximately $76,469,312.55. This trade represents a 3.25% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Deborah L. Stahlkopf sold 6,586 shares of the stock in a transaction dated Friday, May 15th. The shares were sold at an average price of $117.31, for a total value of $772,603.66. Following the sale, the executive vice president owned 177,223 shares of the company’s stock, valued at $20,790,030.13. This represents a 3.58% 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. Over the last quarter, insiders sold 47,650 shares of company stock valued at $5,668,823. 0.01% of the stock is currently owned by insiders.

Key Stories Impacting Cisco Systems

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

• Positive Sentiment: Investor expectations remain strong ahead of earnings. Consensus estimates call for approximately $1.17 in adjusted EPS and $16.85 billion in revenue, implying mid-to-high-teen growth in both measures. Analysts have also been raising price targets, reflecting optimism about demand for AI infrastructure and networking equipment. Cisco earnings preview
• Positive Sentiment: Cisco is rolling out personalized AI agents across its approximately 90,000-person workforce, supported by infrastructure investment and specific AI-related revenue targets. The initiative could improve productivity and create new monetization opportunities, although financial benefits will take time to materialize. Cisco AI agents and revenue targets
• Neutral Sentiment: Options activity suggests traders expect a sizable post-earnings move, but Cisco has recently remained in a relatively narrow trading range. This indicates that investors are waiting for clearer guidance on AI demand, margins and the pace of growth before committing to a directional view. Expected Cisco earnings move
• Neutral Sentiment: Market coverage is focused heavily on the upcoming earnings announcement, with comparisons to other AI-networking companies such as Coherent. Cisco’s prior quarter featured earnings and revenue beats, but investors now need evidence that the momentum can continue. Cisco Q4 earnings preview
• Negative Sentiment: Potential headwinds include higher memory costs, competition in networking, and the ongoing cloud transition at Splunk. With CSCO trading near its 52-week high and at a relatively rich earnings multiple, any cautious guidance or evidence of slowing AI-related demand could trigger profit-taking. Cisco buy, sell or hold analysis

Analyst Ratings Changes

Several brokerages recently commented on CSCO. Citigroup boosted their price objective on shares of Cisco Systems from $90.00 to $112.00 and gave the company a “buy” rating in a research note on Thursday, May 14th. UBS Group increased their target price on shares of Cisco Systems from $95.00 to $132.00 and gave the stock a “buy” rating in a research note on Thursday, May 14th. Zacks Research lowered shares of Cisco Systems from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, August 4th. HSBC upgraded Cisco Systems from a “hold” rating to a “buy” rating and increased their price objective for the stock from $77.00 to $137.00 in a research report on Friday, May 15th. Finally, Morgan Stanley upped their target price on Cisco Systems from $120.00 to $130.00 and gave the stock an “overweight” rating in a research note on Friday, June 12th. Two analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and seven have given a Hold rating to the company. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $123.14.

About Cisco Systems

Cisco Systems, Inc is a global technology company that designs, manufactures and sells networking hardware, software and telecommunications equipment. Its core business focuses on enabling enterprise and service-provider networks through products such as routers, switches, network security appliances and wireless systems. Over time Cisco has broadened its portfolio to emphasize software-defined networking, cybersecurity, cloud infrastructure and edge computing solutions that help organizations build and manage modern IT environments.

In addition to hardware, Cisco offers a growing range of software platforms and subscription services for network management, security, analytics and collaboration.