Compass Financial Management LLC bought a new position in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 22,227 shares of the network equipment provider’s stock, valued at approximately $2,648,000.
A number of other hedge funds also recently added to or reduced their stakes in CSCO. Intesa Sanpaolo Wealth Management purchased a new stake in shares of Cisco Systems during the 4th quarter worth approximately $25,000. MidAtlantic Capital Management Inc. purchased a new position in Cisco Systems in the 4th quarter valued at approximately $25,000. Networth Advisors LLC increased 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 in the last quarter. Manning & Napier Advisors LLC raised its holdings in Cisco Systems by 137.0% during the first quarter. Manning & Napier Advisors LLC now owns 346 shares of the network equipment provider’s stock worth $27,000 after purchasing an additional 200 shares during the last quarter. Finally, Financial Life Planners acquired a new position in Cisco Systems during the first quarter worth $27,000. 73.33% of the stock is owned by hedge funds and other institutional investors.
Analysts Set New Price Targets
CSCO has been the topic of several research reports. Zacks Research lowered Cisco Systems from a “strong-buy” rating to a “hold” rating in a report on Tuesday, August 4th. Freedom Capital raised Cisco Systems from a “hold” rating to a “strong-buy” rating in a research note on Sunday, August 16th. Citigroup boosted their price objective on shares of Cisco Systems from $90.00 to $112.00 and gave the stock a “buy” rating in a research report on Thursday, May 14th. Citic Securities increased their price objective on shares of Cisco Systems from $90.00 to $130.00 in a research note on Friday, May 15th. Finally, Barclays raised their target price on shares of Cisco Systems from $121.00 to $123.00 and gave the company an “equal weight” rating in a report on Thursday, August 13th. Two investment analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and seven have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $129.43.
Cisco Systems News Roundup
Here are the key news stories impacting Cisco Systems this week:
- Positive Sentiment: AI infrastructure orders are supporting Cisco’s growth outlook. Cisco reportedly received approximately $4 billion in AI infrastructure orders during the quarter. Product revenue rose 24% year over year, helping produce record fiscal 2026 results and reinforcing the company’s position as a supplier of networking equipment for AI data centers. Cisco Stock: Buy or Sell?
- Positive Sentiment: Analyst sentiment remains favorable. Recent research updates raised several price targets, including targets of $135 from Morgan Stanley, $140 from Truist Financial, $150 from Bank of America and $165 from Rosenblatt Securities. Cisco has a consensus rating of “Moderate Buy,” suggesting analysts see additional upside if AI-networking demand translates into sustained earnings growth. Cisco Systems Receives a Rating Update
- Positive Sentiment: Streaming infrastructure may provide another growth opportunity. Rising demand for low-latency live video, expanded content-delivery capacity and AI-enabled media workflows could increase demand for Cisco’s networking products among streaming platforms, enterprises and cloud providers. What Could Cisco Systems Gain From The Streaming Infrastructure Boom?
- Neutral Sentiment: An executive sold 5,832 shares valued at approximately $650,000 under a pre-arranged Rule 10b5-1 trading plan. The transaction reduced the executive’s holdings by 4.35%, but the scheduled nature of the sale and substantial remaining ownership lessen its significance as a bearish signal. Cisco Executive SEC Filing
- Negative Sentiment: Valuation and execution risks remain. With Cisco trading at more than 32 times earnings, investors may be concerned that margin pressure, slower recurring-revenue growth or delays in converting AI orders into profits could limit near-term upside.
Insider Buying and Selling at Cisco Systems
In other news, EVP Oliver Tuszik sold 2,760 shares of the business’s stock in a transaction that occurred on Friday, August 14th. The shares were sold at an average price of $112.46, for a total value of $310,389.60. Following the completion of the transaction, the executive vice president owned 165,276 shares of the company’s stock, valued at $18,586,938.96. The trade was a 1.64% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Thimaya K. Subaiya sold 5,832 shares of the company’s stock in a transaction that occurred on Wednesday, August 19th. The shares were sold at an average price of $111.47, for a total transaction of $650,093.04. Following the transaction, the executive vice president directly owned 128,382 shares in the company, valued at $14,310,741.54. The trade was a 4.35% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders sold 53,611 shares of company stock valued at $6,066,680. Corporate insiders own 0.01% of the company’s stock.
Cisco Systems Stock Performance
NASDAQ CSCO opened at $111.04 on Friday. 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 fifty-two week low of $66.13 and a fifty-two week high of $130.37. The business has a fifty day moving average of $116.02 and a 200-day moving average of $100.24. The stock has a market cap of $437.66 billion, a price-to-earnings ratio of 33.25, a price-to-earnings-growth ratio of 2.36 and a beta of 1.02.
Cisco Systems (NASDAQ:CSCO – Get Free Report) last posted its quarterly earnings data on Wednesday, August 12th. The network equipment provider reported $1.22 EPS for the quarter, beating analysts’ consensus estimates of $1.17 by $0.05. The business had revenue of $17.25 billion for the quarter, compared to analyst estimates of $16.84 billion. Cisco Systems had a return on equity of 30.16% and a net margin of 20.95%.The business’s revenue for the quarter was up 17.6% compared to the same quarter last year. During the same quarter last year, the company earned $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. As a group, analysts predict that Cisco Systems, Inc. will post 4.51 earnings per share for the current fiscal year.
Cisco Systems Announces Dividend
The company also recently declared a quarterly dividend, which will be paid on Wednesday, October 21st. Shareholders of record on Friday, October 2nd will be paid a dividend of $0.42 per share. This represents a $1.68 annualized dividend and a dividend yield of 1.5%. The ex-dividend date of this dividend is Friday, October 2nd. Cisco Systems’s dividend payout ratio (DPR) is currently 50.30%.
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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