Tempus Wealth Planning LLC Acquires 4,545 Shares of Cisco Systems, Inc. $CSCO

Tempus Wealth Planning LLC increased its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 17.5% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 30,530 shares of the network equipment provider’s stock after acquiring an additional 4,545 shares during the quarter. Tempus Wealth Planning LLC’s holdings in Cisco Systems were worth $3,607,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also bought and sold shares of the business. Cultivar Capital Inc. raised its stake in shares of Cisco Systems by 15.5% during the 3rd quarter. Cultivar Capital Inc. now owns 2,443 shares of the network equipment provider’s stock worth $263,000 after purchasing an additional 328 shares during the period. Triumph Capital Management grew its position in Cisco Systems by 70.0% during the third quarter. Triumph Capital Management now owns 6,822 shares of the network equipment provider’s stock valued at $735,000 after buying an additional 2,809 shares during the period. Sanders Morris Harris LLC bought a new position in Cisco Systems during the third quarter valued at about $1,079,000. Lodestone Wealth Management LLC grew its position in Cisco Systems by 1.3% during the third quarter. Lodestone Wealth Management LLC now owns 35,603 shares of the network equipment provider’s stock valued at $3,832,000 after buying an additional 443 shares during the period. Finally, ABLE Financial Group LLC increased its holdings in Cisco Systems by 15.4% during the third quarter. ABLE Financial Group LLC now owns 22,129 shares of the network equipment provider’s stock worth $2,382,000 after buying an additional 2,961 shares during the last quarter. Hedge funds and other institutional investors own 73.33% of the company’s stock.

Cisco Systems News Roundup

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

• 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 Analysts Forecast Growth

A number of research analysts have recently weighed in on the stock. Wall Street Zen raised shares of Cisco Systems from a “hold” rating to a “buy” rating in a research report on Sunday. KeyCorp raised their price target on shares of Cisco Systems from $130.00 to $135.00 and gave the stock an “overweight” rating in a research note on Thursday, August 13th. Piper Sandler lowered their price target on shares of Cisco Systems from $132.00 to $125.00 and set a “neutral” rating on the stock in a report on Tuesday, September 22nd. Weiss Ratings reiterated a “buy (b)” rating on shares of Cisco Systems in a research note on Wednesday, August 26th. Finally, Rosenblatt Securities upped their price objective on Cisco Systems from $150.00 to $165.00 and gave the company a “buy” rating in a research note on Thursday, August 13th. Three 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. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $128.52.

Cisco Systems Stock Down 1.2%

CSCO stock opened at $113.64 on Thursday. The stock has a fifty day moving average of $111.88 and a 200-day moving average of $108.67. Cisco Systems, Inc. has a fifty-two week low of $68.57 and a fifty-two week high of $130.37. The company has a market capitalization of $448.04 billion, a price-to-earnings ratio of 34.02, a PEG ratio of 2.40 and a beta of 0.99. 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 (NASDAQ:CSCO) last released its quarterly earnings data on Wednesday, August 12th. The network equipment provider reported $1.22 EPS for the quarter, beating the consensus estimate of $1.17 by $0.05. The business had revenue of $17.25 billion for the quarter, compared to the consensus estimate of $16.84 billion. Cisco Systems had a net margin of 20.95% and a return on equity of 30.16%. The company’s revenue was up 17.6% compared to the same quarter last year. During the same period in the prior year, the firm 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 predict that Cisco Systems, Inc. will post 4.42 earnings per share for the current year.

Cisco Systems Announces Dividend

The firm also recently disclosed 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. This represents a $1.68 dividend on an annualized basis and a yield of 1.5%. The ex-dividend date is Friday, October 2nd. Cisco Systems’s payout ratio is currently 50.30%.

Insiders Place Their Bets

In other Cisco Systems news, EVP Oliver Tuszik sold 2,760 shares of the stock in a transaction on Friday, August 14th. The stock was sold at an average price of $112.46, for a total transaction of $310,389.60. Following the sale, the executive vice president owned 165,276 shares in the company, valued at $18,586,938.96. This represents a 1.64% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Charles Robbins sold 21,628 shares of the firm’s stock in a transaction on 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 completion of the transaction, the chief executive officer directly owned 602,710 shares of the company’s stock, valued at $67,226,273.40. The trade was a 3.46% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 44,869 shares of company stock worth $5,005,620 in the last three months. Insiders own 0.01% of the company’s stock.

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.