Sequoia Financial Advisors LLC Raises Stock Holdings in Cisco Systems, Inc. $CSCO

Sequoia Financial Advisors LLC boosted its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 14.0% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 228,014 shares of the network equipment provider’s stock after purchasing an additional 27,922 shares during the quarter. Sequoia Financial Advisors LLC’s holdings in Cisco Systems were worth $27,752,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. California State Teachers Retirement System lifted its position in shares of Cisco Systems by 11,624.6% during the second quarter. California State Teachers Retirement System now owns 706,130,053 shares of the network equipment provider’s stock valued at $82,942,036,000 after buying an additional 700,107,427 shares during the last quarter. BlackRock Inc. purchased a new position in shares of Cisco Systems in the 2nd quarter worth approximately $42,129,647,000. Norges Bank bought a new position in shares of Cisco Systems during the 4th quarter worth approximately $4,473,272,000. Auto Owners Insurance Co lifted its position in Cisco Systems by 8,718.3% during the fourth quarter. Auto Owners Insurance Co now owns 51,952,421 shares of the network equipment provider’s stock valued at $400,190,000 after acquiring an additional 51,363,281 shares during the last quarter. Finally, Bank of America Corp DE purchased a new stake in Cisco Systems during the second quarter valued at approximately $5,892,379,000. Hedge funds and other institutional investors own 73.33% of the company’s stock.

Analyst Ratings Changes

CSCO has been the topic of several analyst reports. Barclays lifted their price target on shares of Cisco Systems from $121.00 to $123.00 and gave the stock an “equal weight” rating in a report on Thursday, August 13th. Wall Street Zen raised Cisco Systems from a “hold” rating to a “buy” rating in a research report on Saturday, August 15th. BNP Paribas Exane boosted their target price on Cisco Systems from $87.00 to $132.00 and gave the stock an “outperform” rating in a research note on Thursday, May 14th. CICC Research upped their target price on Cisco Systems from $96.00 to $125.00 and gave the company an “outperform” rating in a research report on Monday, May 18th. Finally, Argus increased their price target on Cisco Systems from $100.00 to $150.00 and gave the company a “buy” rating in a research note on Tuesday, May 19th. Two research analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating and seven have assigned a Hold rating to the stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $129.68.

Insiders Place Their Bets

In other news, EVP Deborah Stahlkopf sold 6,487 shares of the firm’s 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 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 sale was disclosed in a document filed with the SEC, which is available through the SEC website. 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 dated 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 trade represents a 1.64% decrease in their position. 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. In the last ninety days, insiders sold 51,004 shares of company stock valued at $5,750,920. Insiders own 0.01% of the company’s stock.

Trending Headlines about Cisco Systems

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

• Positive Sentiment: Cisco said AI agents now account for approximately 60% of global inference activity, with AI token usage up fourteenfold. The trend reinforces the company’s thesis that expanding AI workloads will require significant networking investment. Cisco Says AI Agents Now Consume 60% of Global Inference
• Positive Sentiment: Cisco, Advanced Micro Devices and Humain have launched an AI infrastructure deployment in Saudi Arabia. The system combines AMD’s Instinct GPUs and EPYC processors with Cisco’s Silicon One-based 800G switches, supporting Humain’s planned GPU-as-a-service offering across the Middle East and providing Cisco with a potentially significant new growth market. AMD-Cisco Middle East AI Opportunity
• Positive Sentiment: Industry data showed campus-switch prices rose 19% in the second quarter amid component shortages, helping drive positive market revenue growth. Higher average selling prices could benefit Cisco’s switching business, although supply constraints remain a limitation. Dell’Oro Campus Switch Market Report
• Neutral Sentiment: Analyst coverage currently reflects a consensus “Moderate Buy” rating, while recent Zacks coverage focused on whether the stock’s strong AI exposure and fundamentals justify buying after its pullback. Cisco Receives Moderate Buy Consensus
• Negative Sentiment: Analysts warn that Cisco’s fastest growth increasingly depends on hyperscale customers. A hardware-heavy AI expansion could also pressure gross margins, making the stock vulnerable if hyperscaler spending slows or infrastructure returns normalize. Cisco Growth and Hyperscaler Risk

Cisco Systems Trading Up 0.2%

NASDAQ CSCO opened at $109.43 on Thursday. Cisco Systems, Inc. has a 12-month low of $66.13 and a 12-month high of $130.37. The company has a fifty day simple moving average of $113.77 and a two-hundred day simple moving average of $103.04. The company has a current ratio of 0.93, a quick ratio of 0.79 and a debt-to-equity ratio of 0.39. The stock has a market cap of $431.44 billion, a P/E ratio of 32.76, a P/E/G ratio of 2.27 and a beta of 1.00.

Cisco Systems (NASDAQ:CSCO) last announced its quarterly earnings data on Wednesday, August 12th. The network equipment provider reported $1.22 earnings per share for the quarter, beating 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 firm 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 company earned $0.99 earnings per share. The business’s quarterly revenue 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. On average, analysts forecast that Cisco Systems, Inc. will post 4.43 earnings per share for the current year.

Cisco Systems Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, October 21st. Stockholders of record on Friday, October 2nd will be issued 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 dividend yield of 1.5%. Cisco Systems’s dividend payout ratio is currently 50.30%.

Cisco Systems Profile

Cisco Systems, Inc is a global technology company that provides networking, cybersecurity, collaboration, observability and other information technology solutions. Its offerings include routers, switches, wireless networking equipment, data center infrastructure, security platforms, unified communications tools and software designed to help organizations connect, manage and protect their digital environments.

Cisco serves businesses, government agencies, educational institutions, telecommunications providers and other organizations worldwide.