Ulrich Consultants & Investment Group LLC purchased a new stake in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) in the 3rd quarter, Holdings Channel reports. The firm purchased 4,904 shares of the network equipment provider’s stock, valued at approximately $528,000. Cisco Systems makes up 0.5% of Ulrich Consultants & Investment Group LLC’s portfolio, making the stock its 23rd largest position.
A number of other hedge funds also recently modified their holdings of the business. Cozad Asset Management Inc. boosted its holdings in shares of Cisco Systems by 0.3% in the first quarter. Cozad Asset Management Inc. now owns 26,203 shares of the network equipment provider’s stock valued at $2,033,000 after buying an additional 87 shares during the period. Dogwood Wealth Management LLC raised its position in Cisco Systems by 3.9% in the 2nd quarter. Dogwood Wealth Management LLC now owns 2,413 shares of the network equipment provider’s stock valued at $283,000 after buying an additional 90 shares during the last quarter. Green Ridge Wealth Planning LLC lifted its stake in Cisco Systems by 1.5% in the 3rd quarter. Green Ridge Wealth Planning LLC now owns 6,017 shares of the network equipment provider’s stock valued at $648,000 after acquiring an additional 90 shares in the last quarter. August Group Capital Ltd raised its holdings in shares of Cisco Systems by 2.0% in the second quarter. August Group Capital Ltd now owns 4,723 shares of the network equipment provider’s stock valued at $555,000 after purchasing an additional 91 shares during the last quarter. Finally, Financial Insights Inc. lifted its position in shares of Cisco Systems by 1.5% in the first quarter. Financial Insights Inc. now owns 6,220 shares of the network equipment provider’s stock worth $483,000 after purchasing an additional 92 shares in the last quarter. Institutional investors and hedge funds own 73.33% of the company’s stock.
Cisco Systems Stock Performance
NASDAQ:CSCO opened at $115.07 on Wednesday. The firm has a market capitalization of $453.67 billion, a PE ratio of 31.43, a price-to-earnings-growth ratio of 2.40 and a beta of 0.99. The company has a quick ratio of 0.79, a current ratio of 0.93 and a debt-to-equity ratio of 0.39. Cisco Systems, Inc. has a twelve month low of $66.81 and a twelve month high of $130.37. The stock’s 50-day simple moving average is $112.04 and its 200 day simple moving average is $108.45.
Cisco Systems Announces Dividend
The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, October 21st. Stockholders of record on Friday, October 2nd will be given a dividend of $0.42 per share. This represents a $1.68 dividend on an annualized basis and a dividend yield of 1.5%. The ex-dividend date is Friday, October 2nd. Cisco Systems’s dividend payout ratio (DPR) is 50.30%.
More Cisco Systems News
Here are the key news stories impacting Cisco Systems this week:
- Positive Sentiment: AI networking partnership strengthens growth prospects. Cisco and NVIDIA introduced a new ultra-dense pluggable optics design supporting 400Gb/s-per-lane electrical signals and up to 12.8Tb/s of capacity. The technology is intended to help AI data centers connect large GPU clusters while improving bandwidth density and power efficiency. NVIDIA and Cisco Introduce New Pluggable Optics Form Factor to Scale AI Factories
- Positive Sentiment: Open infrastructure announcements support Cisco’s competitive positioning. At the OCP 2026 summit, Cisco highlighted new silicon, systems and optical products for distributed AI networks, including plans with NVIDIA for an open next-generation optics specification. The announcements reinforce Cisco’s focus on Ethernet-based AI infrastructure and customer choice. Cisco Advances Scalability and Openness at OCP 2026
- Neutral Sentiment: Investor attention remains unusually high. Recent analysis points to a 68% annual gain driven by AI infrastructure orders, networking demand and security growth. Analysts tracked by Quiver Quantitative have a median price target of $130, suggesting continued upside but also more limited room for disappointment at current valuation levels. Should You Buy, Sell, or Hold Cisco Stock After a 68% Rise in a Year?
- Negative Sentiment: Profit-taking and insider selling weigh on sentiment. Commentary attributes recent weakness primarily to valuation concerns and traders locking in gains after the sharp advance, rather than to a new earnings shock. Quiver data also shows 49 reported insider sales and no purchases over the past six months, including sales by senior executives. Mixed institutional positioning and concerns that AI-driven growth could be nearing a peak add to the caution. Why Cisco Systems Stock Is Down
Insider Buying and Selling at Cisco Systems
In other news, CEO Charles Robbins sold 21,628 shares of the firm’s stock in a transaction that occurred on Friday, August 14th. The shares were sold at an average price of $111.54, for a total transaction of $2,412,387.12. Following the completion of the sale, the chief executive officer owned 602,710 shares of the company’s stock, valued at $67,226,273.40. This trade represents a 3.46% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Deborah L. Stahlkopf sold 6,487 shares of the business’s stock in a transaction on Friday, August 14th. The shares were sold at an average price of $111.53, for a total transaction of $723,495.11. Following the transaction, the executive vice president owned 167,116 shares in the company, valued at $18,638,447.48. The trade was a 3.74% 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 three months, insiders have sold 44,869 shares of company stock worth $5,005,620. Company insiders own 0.01% of the company’s stock.
Analyst Upgrades and Downgrades
Several equities analysts have recently weighed in on CSCO shares. Deutsche Bank Aktiengesellschaft began coverage on Cisco Systems in a report on Tuesday, September 1st. They issued a “buy” rating and a $135.00 price objective for the company. Freedom Capital raised shares of Cisco Systems from a “hold” rating to a “strong-buy” rating in a research report on Sunday, August 16th. Zacks Research raised shares of Cisco Systems from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, September 30th. UBS Group raised their price objective on Cisco Systems from $132.00 to $138.00 and gave the company a “buy” rating in a research report on Thursday, August 13th. Finally, Wall Street Zen upgraded Cisco Systems from a “hold” rating to a “buy” rating in a research note on Sunday. Three equities research analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and seven have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $128.52.
Read Our Latest Analysis on Cisco Systems
About Cisco Systems
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.
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