FOCUS Wealth Advisors LLC bought a new position in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) in the second quarter, HoldingsChannel.com reports. The institutional investor bought 15,626 shares of the network equipment provider’s stock, valued at approximately $1,835,000.
A number of other hedge funds and other institutional investors have also recently bought and sold shares of CSCO. Intesa Sanpaolo Wealth Management purchased a new position in shares of Cisco Systems in the 4th quarter valued at $25,000. MidAtlantic Capital Management Inc. purchased a new position in Cisco Systems in the fourth quarter valued at about $25,000. Networth Advisors LLC boosted its position 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. Manning & Napier Advisors LLC grew its stake 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 valued at $27,000 after buying an additional 200 shares in the last quarter. Finally, Financial Life Planners purchased a new stake in shares of Cisco Systems during the 1st quarter valued at about $27,000. 73.33% of the stock is owned by institutional investors and hedge funds.
Insider Buying and Selling at Cisco Systems
In other Cisco Systems news, EVP Oliver Tuszik sold 2,607 shares of the firm’s stock in a transaction dated Thursday, June 11th. The shares were sold at an average price of $121.12, for a total value of $315,759.84. Following the transaction, the executive vice president owned 172,727 shares of the company’s stock, valued at $20,920,694.24. This trade represents a 1.49% decrease in their ownership of the stock. The sale 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, EVP Deborah L. Stahlkopf sold 6,586 shares of Cisco Systems stock in a transaction that occurred on Friday, May 15th. The shares were sold at an average price of $117.31, for a total value of $772,603.66. Following the completion of the transaction, the executive vice president owned 177,223 shares of the company’s stock, valued at approximately $20,790,030.13. The trade was a 3.58% 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 quarter, insiders have sold 47,650 shares of company stock worth $5,668,823. 0.01% of the stock is owned by company insiders.
Cisco Systems Price Performance
Cisco Systems (NASDAQ:CSCO – Get Free Report) last announced its quarterly earnings data on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.03 by $0.03. Cisco Systems had a return on equity of 28.44% and a net margin of 20.14%.The firm had revenue of $15.84 billion for the quarter, compared to analysts’ expectations of $15.56 billion. During the same period last year, the business posted $0.96 earnings per share. The firm’s revenue for the quarter was up 12.0% on a year-over-year basis. 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. As a group, equities research analysts expect that Cisco Systems, Inc. will post 3.54 earnings per share for the current year.
Cisco Systems Dividend Announcement
The firm also recently declared a quarterly dividend, which was paid on Wednesday, July 22nd. Stockholders of record on Monday, July 6th were issued a $0.42 dividend. The ex-dividend date of this dividend was Monday, July 6th. This represents a $1.68 annualized dividend and a dividend yield of 1.4%. Cisco Systems’s payout ratio is 54.55%.
Key Headlines Impacting 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
Analyst Upgrades and Downgrades
Several analysts have issued reports on CSCO shares. Weiss Ratings raised shares of Cisco Systems from a “buy (b-)” rating to a “buy (b)” rating in a research report on Friday, May 29th. Argus boosted their target price on shares of Cisco Systems from $100.00 to $150.00 and gave the stock a “buy” rating in a research report on Tuesday, May 19th. Citigroup raised their price target on shares of Cisco Systems from $90.00 to $112.00 and gave the company a “buy” rating in a report on Thursday, May 14th. Piper Sandler boosted their price objective on shares of Cisco Systems from $86.00 to $132.00 and gave the stock a “neutral” rating in a report on Thursday, May 14th. Finally, Morgan Stanley upped their price objective on shares of Cisco Systems from $120.00 to $130.00 and gave the company an “overweight” rating in a research report on Friday, June 12th. Three equities research analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating and six have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $123.14.
View Our Latest Stock Report on CSCO
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.
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