USA Financial Formulas Has $2.62 Million Stake in Cisco Systems, Inc. $CSCO

USA Financial Formulas lowered its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 16.5% in the third quarter, according to its most recent disclosure with the SEC. The fund owned 38,254 shares of the network equipment provider’s stock after selling 7,580 shares during the period. Cisco Systems makes up 0.5% of USA Financial Formulas’ investment portfolio, making the stock its 17th biggest holding. USA Financial Formulas’ holdings in Cisco Systems were worth $2,617,000 as of its most recent filing with the SEC.

A number of other institutional investors have also added to or reduced their stakes in CSCO. Bare Financial Services Inc lifted its position in shares of Cisco Systems by 531.0% in the 2nd quarter. Bare Financial Services Inc now owns 366 shares of the network equipment provider’s stock worth $25,000 after acquiring an additional 308 shares during the period. Legacy Investment Solutions LLC acquired a new position in shares of Cisco Systems in the second quarter valued at $28,000. Financial Connections Group Inc. lifted its position in Cisco Systems by 89.4% in the second quarter. Financial Connections Group Inc. now owns 409 shares of the network equipment provider’s stock worth $28,000 after purchasing an additional 193 shares during the period. Brown Shipley& Co Ltd bought a new position in Cisco Systems in the second quarter worth $32,000. Finally, Nova Wealth Management Inc. acquired a new stake in Cisco Systems during the first quarter worth $31,000. 73.33% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

CSCO has been the subject of a number of recent research reports. HSBC increased their price objective on shares of Cisco Systems from $69.00 to $74.00 and gave the company a “hold” rating in a research note on Friday, November 14th. Melius Research increased their price target on shares of Cisco Systems from $84.00 to $100.00 and gave the stock a “buy” rating in a research report on Thursday, November 13th. Barclays lifted their price objective on Cisco Systems from $71.00 to $76.00 and gave the company an “equal weight” rating in a report on Thursday, November 13th. Erste Group Bank upgraded Cisco Systems from a “hold” rating to a “buy” rating in a research note on Monday, November 10th. Finally, Rosenblatt Securities raised their target price on Cisco Systems from $87.00 to $100.00 and gave the stock a “buy” rating in a research report on Thursday, November 13th. Seventeen investment analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $84.55.

Insider Activity

In other news, Director Michael D. Capellas sold 10,850 shares of the stock in a transaction that occurred on Friday, December 19th. The shares were sold at an average price of $77.13, for a total transaction of $836,860.50. Following the sale, the director directly owned 146,368 shares of the company’s stock, valued at $11,289,363.84. This represents a 6.90% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, SVP Maria Victoria Wong sold 428 shares of the firm’s stock in a transaction that occurred on Thursday, December 11th. The shares were sold at an average price of $80.33, for a total transaction of $34,381.24. Following the completion of the sale, the senior vice president directly owned 32,176 shares of the company’s stock, valued at approximately $2,584,698.08. This represents a 1.31% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 1,044,865 shares of company stock worth $81,397,635. 0.01% of the stock is currently owned by insiders.

Cisco Systems Stock Performance

NASDAQ CSCO opened at $78.42 on Friday. Cisco Systems, Inc. has a 1-year low of $52.11 and a 1-year high of $80.82. The company has a 50 day moving average of $74.59 and a 200-day moving average of $70.22. The company has a current ratio of 0.93, a quick ratio of 0.83 and a debt-to-equity ratio of 0.46. The firm has a market cap of $309.84 billion, a price-to-earnings ratio of 29.48, a PEG ratio of 2.97 and a beta of 0.87.

Cisco Systems (NASDAQ:CSCO) last announced its earnings results on Wednesday, November 12th. The network equipment provider reported $1.00 EPS for the quarter, topping the consensus estimate of $0.98 by $0.02. The business had revenue of $14.88 billion for the quarter, compared to the consensus estimate of $14.77 billion. Cisco Systems had a return on equity of 27.29% and a net margin of 18.38%.Cisco Systems’s revenue was up 7.5% compared to the same quarter last year. During the same period in the previous year, the business earned $0.91 EPS. Cisco Systems has set its FY 2026 guidance at 4.080-4.140 EPS and its Q2 2026 guidance at 1.010-1.030 EPS. On average, equities analysts forecast that Cisco Systems, Inc. will post 3.04 earnings per share for the current fiscal year.

Cisco Systems Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, January 21st. Shareholders of record on Friday, January 2nd will be issued a dividend of $0.41 per share. The ex-dividend date of this dividend is Friday, January 2nd. This represents a $1.64 dividend on an annualized basis and a yield of 2.1%. Cisco Systems’s dividend payout ratio is currently 61.65%.

Key Cisco Systems News

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

• Positive Sentiment: Analyst upgrade/price-target lift: Morgan Stanley raised its price target on CSCO to $91, supporting upside expectations and likely helping buying interest. Morgan Stanley Boosts Cisco Systems Price Target
• Positive Sentiment: Dividend and corporate cash returns remain supportive: Cisco’s recent dividend (annualized $1.64, yield ~2.1%) and strong cash metrics underpin investor confidence in the name. Positive Sentiment: dividend
• Neutral Sentiment: Valuation/watch-the-run: Coverage pieces are reassessing Cisco after a ~37% one‑year share-price climb — investors should balance growth story vs. stretched multiples. Reassessing Valuation
• Negative Sentiment: Security risk: Researchers disclosed that a China‑linked hacking group is exploiting a vulnerability in popular Cisco products to target enterprise customers — this raises potential remediation costs, reputation risk, and near‑term customer concern. TechCrunch: Chinese hacking campaign
• Negative Sentiment: Insider sales: Two directors disclosed multi‑hundred‑thousand to >$1M stock sales (Michael D. Capellas and Kristina M. Johnson), which reduces insider ownership and can be interpreted negatively by some investors. SEC filings: Capellas Form 4 and Johnson Form 4

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.