Dynamic Advisor Solutions LLC trimmed its stake in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 17.9% during the second quarter, HoldingsChannel.com reports. The fund owned 80,402 shares of the network equipment provider’s stock after selling 17,561 shares during the period. Dynamic Advisor Solutions LLC’s holdings in Cisco Systems were worth $9,444,000 at the end of the most recent reporting period.
A number of other hedge funds and other institutional investors have also modified their holdings of CSCO. MidAtlantic Capital Management Inc. acquired a new stake in Cisco Systems during the 4th quarter worth about $25,000. Intesa Sanpaolo Wealth Management acquired a new position in shares of Cisco Systems in the fourth quarter worth about $25,000. Networth Advisors LLC boosted its holdings in shares of Cisco Systems by 276.4% in the first quarter. Networth Advisors LLC now owns 335 shares of the network equipment provider’s stock worth $26,000 after buying an additional 246 shares during the period. Financial Life Planners purchased a new position in shares of Cisco Systems in the first quarter worth approximately $27,000. Finally, Manning & Napier Advisors LLC increased its position in shares of Cisco Systems by 137.0% in the first quarter. Manning & Napier Advisors LLC now owns 346 shares of the network equipment provider’s stock worth $27,000 after acquiring an additional 200 shares in the last quarter. Institutional investors and hedge funds own 73.33% of the company’s stock.
Wall Street Analysts Forecast Growth
Several equities research analysts recently commented on CSCO shares. Weiss Ratings upgraded shares of Cisco Systems from a “buy (b-)” rating to a “buy (b)” rating in a research report on Friday, May 29th. Barclays boosted their target price on shares of Cisco Systems from $76.00 to $121.00 and gave the company an “equal weight” rating in a research note on Thursday, May 14th. Argus increased their target price on Cisco Systems from $100.00 to $150.00 and gave the company a “buy” rating in a report on Tuesday, May 19th. The Goldman Sachs Group raised their target price on Cisco Systems from $116.00 to $125.00 and gave the stock a “neutral” rating in a research report on Wednesday, June 3rd. Finally, New Street Research lifted their price target on Cisco Systems from $82.00 to $122.00 and gave the company a “neutral” rating in a report on Thursday, May 14th. Three equities research analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and six have assigned a Hold rating to the company. Based on data from MarketBeat.com, Cisco Systems presently has an average rating of “Moderate Buy” and a consensus price target of $123.14.
Insider Buying and Selling at Cisco Systems
In other Cisco Systems news, EVP Oliver Tuszik sold 2,761 shares of the stock in a transaction that occurred on Friday, May 15th. The stock was sold at an average price of $114.61, for a total transaction of $316,438.21. Following the transaction, the executive vice president owned 180,877 shares in the company, valued at $20,730,312.97. This trade represents a 1.50% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Jeetendra I. Patel sold 7,169 shares of Cisco Systems stock in a transaction that occurred on Friday, May 15th. The shares were sold at an average price of $117.28, for a total transaction of $840,780.32. Following the completion of the transaction, the insider directly owned 246,737 shares in the company, valued at approximately $28,937,315.36. This represents a 2.82% decrease in their position. 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 have sold a total of 47,650 shares of company stock worth $5,668,823 in the last 90 days. Company insiders own 0.01% of the company’s stock.
Cisco Systems Stock Down 0.2%
Cisco Systems stock opened at $121.50 on Thursday. The company has a current ratio of 0.92, a quick ratio of 0.81 and a debt-to-equity ratio of 0.40. Cisco Systems, Inc. has a 1-year low of $65.75 and a 1-year high of $130.37. The firm’s fifty day simple moving average is $117.68 and its 200-day simple moving average is $97.05. The company has a market capitalization of $478.88 billion, a P/E ratio of 39.45, a P/E/G ratio of 2.74 and a beta of 1.02.
Cisco Systems (NASDAQ:CSCO – Get Free Report) last issued its quarterly earnings data on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.03 by $0.03. The firm had revenue of $15.84 billion during the quarter, compared to analysts’ expectations of $15.56 billion. Cisco Systems had a net margin of 20.14% and a return on equity of 28.44%. Cisco Systems’s revenue for the quarter was up 12.0% on a year-over-year basis. During the same period in the prior year, the company posted $0.96 earnings per share. Cisco Systems has set its Q4 2026 guidance at 1.160-1.180 EPS and its FY 2026 guidance at 4.270-4.290 EPS. Sell-side analysts forecast that Cisco Systems, Inc. will post 3.54 earnings per share for the current fiscal year.
Cisco Systems Dividend Announcement
The business also recently declared a quarterly dividend, which was paid on Wednesday, July 22nd. Stockholders of record on Monday, July 6th were paid a dividend of $0.42 per share. This represents a $1.68 annualized dividend and a dividend yield of 1.4%. The ex-dividend date was Monday, July 6th. Cisco Systems’s dividend payout ratio is 54.55%.
Trending Headlines about Cisco Systems
Here are the key news stories impacting Cisco Systems this week:
- Positive Sentiment: AI infrastructure demand is expected to support earnings upside. UBS expects Cisco to exceed consensus revenue and EPS estimates for the July quarter, citing stronger demand from hyperscale cloud and “neocloud” customers, rising networking product orders, and resilient campus-networking spending. Cisco Systems to report amid expectations of continued AI infrastructure strength
- Positive Sentiment: Analysts remain constructive on Cisco’s AI growth trajectory. Recent previews point to solid networking demand and expectations for another strong quarter, supporting the view that Cisco is benefiting from data-center and AI-related infrastructure investment. Cisco: Ahead of Earnings, We’re On Board With the AI Growth Trajectory
- Positive Sentiment: Cisco has scheduled its earnings announcement. The company will report fiscal fourth-quarter results after the market closes on Aug. 12, with a conference call at 4:30 p.m. ET. The event is a near-term catalyst, particularly because expectations for revenue and EPS upside are building. Cisco Schedules Conference Call for Q4 Fiscal Year 2026 Financial Results
- Neutral Sentiment: Cisco is participating in an aggregated renewable-energy purchase agreement tied to a 180-megawatt Texas solar facility. The initiative supports sustainability goals but is unlikely to materially affect near-term earnings. SR Inc Net Zero Consortium for Buyers
- Negative Sentiment: Valuation is limiting the upside. After gaining roughly 60% this year and about 140% over five years, valuation measures suggest CSCO is near estimated fair value rather than clearly undervalued. That leaves the shares vulnerable if earnings or forward guidance fail to justify the AI-driven optimism. Cisco Stock May Trade At A Cash Flow Premium While Earnings Look Fair
Cisco Systems Company Profile
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.
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