Cisco Systems, Inc. $CSCO Shares Sold by Investment House LLC

Posted by Brian Himes on Oct 23rd, 2026

Investment House LLC lessened its holdings in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 50.8% during the third quarter, HoldingsChannel.com reports. The fund owned 34,027 shares of the network equipment provider’s stock after selling 35,073 shares during the period. Investment House LLC’s holdings in Cisco Systems were worth $3,662,000 at the end of the most recent reporting period.

Other institutional investors have also recently bought and sold shares of the company. Halbert Hargrove Global Advisors LLC grew its holdings in shares of Cisco Systems by 142.5% during the 3rd quarter. Halbert Hargrove Global Advisors LLC now owns 257 shares of the network equipment provider’s stock valued at $28,000 after purchasing an additional 151 shares during the last quarter. Kings Path Partners LLC acquired a new position in Cisco Systems during the 3rd quarter worth approximately $31,000. Blueline Advisors LLC bought a new position in Cisco Systems in the 3rd quarter valued at approximately $32,000. Networth Advisors LLC lifted its stake in Cisco Systems by 276.4% in the 1st quarter. Networth Advisors LLC now owns 335 shares of the network equipment provider’s stock valued at $26,000 after purchasing an additional 246 shares during the last quarter. Finally, GK Wealth Management LLC acquired a new stake in Cisco Systems in the third quarter valued at approximately $37,000. Institutional investors and hedge funds own 73.33% of the company’s stock.

Cisco Systems News Summary

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

Positive Sentiment: Cisco unveiled high-density AI networking products, including Silicon One G302 switches and a planned 400Gb/s-per-lane optical module developed with NVIDIA, TE Connectivity and Amphenol. Expanded SONiC support and AI-operations security tools strengthen the company’s effort to capture spending across networking hardware, silicon, optics and software. Did AI Networking Expansion Just Shift Cisco’s Investment Narrative?
Positive Sentiment: Longer-term bullish commentary argues that Cisco can benefit from continued AI data-center investment and from software that helps customers monitor AI usage and control rising model-inference costs. Cisco: Can It Profit From Helping Customers Spend Less on AI?
Neutral Sentiment: ETF funds were net sellers of CSCO on October 20, adding a technical source of pressure that does not necessarily reflect a change in Cisco’s operating outlook. ETFs Are Net Sellers of Cisco
Neutral Sentiment: Analysts continue to debate whether Cisco’s AI opportunity represents a durable shift from its traditional enterprise networking business. Comparisons with Arista Networks highlight the importance of execution, data-center design wins and margins. Arista Networks Versus Cisco Systems
Negative Sentiment: The latest decline reflects Cisco falling more than the broader market, while commentary from Seeking Alpha characterized the stock’s AI narrative as overbought and maintained a Hold view. At a price-to-earnings ratio above 31, investors may be demanding substantial AI growth before awarding the shares a higher valuation. Here’s Why Cisco Systems Fell More Than the Broader Market

Cisco Systems Stock Down 2.2%

Shares of CSCO opened at $104.89 on Friday. The company has a market capitalization of $413.54 billion, a PE ratio of 31.40, a PEG ratio of 2.23 and a beta of 0.99. Cisco Systems, Inc. has a 12 month low of $70.06 and a 12 month high of $130.37. The stock’s 50-day moving average price is $110.28 and its two-hundred day moving average price is $109.88. The company has a current ratio of 0.93, a quick ratio of 0.79 and a debt-to-equity ratio of 0.39.

Cisco Systems (NASDAQ:CSCO – Get Free Report) last issued its quarterly earnings results on Wednesday, August 12th. The network equipment provider reported $1.22 earnings per share for the quarter, beating the consensus estimate of $1.17 by $0.05. The company had revenue of $17.25 billion during the quarter, compared to analysts’ expectations of $16.84 billion. Cisco Systems had a return on equity of 30.16% and a net margin of 20.95%. The business’s quarterly revenue was up 17.6% on a year-over-year basis. During the same quarter in the prior year, the firm posted $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. On average, analysts anticipate that Cisco Systems, Inc. will post 4.42 EPS for the current year.

Cisco Systems Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, October 21st. Shareholders of record on Friday, October 2nd were given a $0.42 dividend. The ex-dividend date was Friday, October 2nd. This represents a $1.68 annualized dividend and a yield of 1.6%. Cisco Systems’s payout ratio is presently 50.30%.

Insiders Place Their Bets

In other Cisco Systems news, EVP Thimaya K. Subaiya sold 312 shares of the company’s stock in a transaction on Monday, September 14th. The shares were sold at an average price of $110.18, for a total value of $34,376.16. Following the completion of the transaction, the executive vice president directly owned 127,661 shares in the company, valued at approximately $14,065,688.98. This represents a 0.24% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Oliver Tuszik sold 680 shares of the firm’s stock in a transaction dated Monday, September 14th. The stock was sold at an average price of $110.18, for a total transaction of $74,922.40. Following the completion of the sale, the executive vice president owned 163,337 shares of the company’s stock, valued at $17,996,470.66. This trade represents a 0.41% 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. Over the last 90 days, insiders have sold 44,869 shares of company stock worth $5,005,620. 0.01% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

Several brokerages have recently issued reports on CSCO. Morgan Stanley upped their price target on shares of Cisco Systems from $130.00 to $135.00 and gave the stock an “overweight” rating in a report on Thursday, August 13th. Piper Sandler cut their price objective on Cisco Systems from $132.00 to $125.00 and set a “neutral” rating on the stock in a report on Tuesday, September 22nd. Wall Street Zen raised Cisco Systems from a “hold” rating to a “buy” rating in a report on Sunday, October 11th. Wells Fargo & Company increased their target price on Cisco Systems from $130.00 to $150.00 and gave the company an “overweight” rating in a research report on Thursday, August 13th. Finally, Truist Financial lifted their price target on Cisco Systems from $125.00 to $140.00 and gave the company a “buy” rating in a research note on Thursday, August 13th. Three research analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating and seven have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $128.52.

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Cisco Systems Profile

(Free Report)

Cisco Systems, Inc is a global technology company that develops networking, cybersecurity, collaboration and observability solutions for businesses, government organizations and service providers. Its offerings include routers, switches, wireless networking equipment, data-center infrastructure, security software and services, as well as technologies that support cloud and hybrid IT environments.

The company also provides collaboration tools through its Webex portfolio, cloud-managed networking through Cisco Meraki and security and observability capabilities that include technologies from Splunk, which Cisco acquired in 2024.