Corient Private Wealth LP Boosts Position in Cisco Systems, Inc. $CSCO

Posted by Stanley Muller on Aug 27th, 2026

Corient Private Wealth LP increased its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 3.5% during the 2nd quarter, HoldingsChannel reports. The fund owned 2,663,399 shares of the network equipment provider’s stock after acquiring an additional 88,897 shares during the quarter. Corient Private Wealth LP’s holdings in Cisco Systems were worth $312,845,000 at the end of the most recent quarter.

Other hedge funds have also recently modified their holdings of the company. Cozad Asset Management Inc. raised its stake in Cisco Systems by 0.3% during the first quarter. Cozad Asset Management Inc. now owns 26,203 shares of the network equipment provider’s stock worth $2,033,000 after purchasing an additional 87 shares during the period. Dogwood Wealth Management LLC grew its stake in shares of 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 period. August Group Capital Ltd increased its holdings in shares of Cisco Systems by 2.0% during the 2nd quarter. August Group Capital Ltd now owns 4,723 shares of the network equipment provider’s stock worth $555,000 after buying an additional 91 shares during the last quarter. Financial Insights Inc. increased its holdings in shares of Cisco Systems by 1.5% during the 1st quarter. Financial Insights Inc. now owns 6,220 shares of the network equipment provider’s stock worth $483,000 after buying an additional 92 shares during the last quarter. Finally, CPA Asset Management Group LLC raised its position in shares of Cisco Systems by 1.8% during the 2nd quarter. CPA Asset Management Group LLC now owns 5,335 shares of the network equipment provider’s stock valued at $627,000 after buying an additional 93 shares during the period. Hedge funds and other institutional investors own 73.33% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research analysts recently commented on CSCO shares. KeyCorp upped their price objective on Cisco Systems from $130.00 to $135.00 and gave the company an “overweight” rating in a report on Thursday, August 13th. HSBC cut Cisco Systems from a “buy” rating to a “hold” rating and cut their target price for the stock from $137.00 to $120.00 in a research note on Friday, August 14th. Piper Sandler upped their price target on Cisco Systems from $86.00 to $132.00 and gave the company a “neutral” rating in a research note on Thursday, May 14th. Zacks Research cut Cisco Systems from a “strong-buy” rating to a “hold” rating in a report on Tuesday, August 4th. Finally, Barclays raised their price objective on Cisco Systems from $121.00 to $123.00 and gave the stock an “equal weight” rating in a research report on Thursday, August 13th. Two analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and seven have issued a Hold rating to the stock. According to data from MarketBeat, Cisco Systems has an average rating of “Moderate Buy” and a consensus target price of $129.43.

Get Our Latest Report on Cisco Systems

Cisco Systems Trading Up 1.1%

CSCO opened at $112.36 on Thursday. Cisco Systems, Inc. has a 12 month low of $66.13 and a 12 month high of $130.37. The stock has a market capitalization of $442.86 billion, a price-to-earnings ratio of 33.64, a PEG ratio of 2.18 and a beta of 1.02. The company has a debt-to-equity ratio of 0.39, a current ratio of 0.93 and a quick ratio of 0.79. The business has a fifty day moving average price of $115.55 and a 200 day moving average price of $100.99.

Cisco Systems (NASDAQ:CSCO – Get Free Report) last posted its earnings results on Wednesday, August 12th. The network equipment provider reported $1.22 EPS for the quarter, beating the consensus estimate of $1.17 by $0.05. The firm 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%.Cisco Systems’s revenue for the quarter was up 17.6% compared to the same quarter last year. During the same quarter in the prior year, the company 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. Sell-side analysts expect that Cisco Systems, Inc. will post 4.44 earnings per share for the current fiscal year.

Cisco Systems Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, October 21st. Stockholders of record on Friday, October 2nd will be issued a $0.42 dividend. The ex-dividend date is Friday, October 2nd. This represents a $1.68 annualized dividend and a dividend yield of 1.5%. Cisco Systems’s dividend payout ratio is presently 50.30%.

Insider Transactions at Cisco Systems

In other Cisco Systems news, insider Jeetendra I. Patel sold 7,170 shares of the company’s stock in a transaction on Friday, August 14th. The shares were sold at an average price of $111.57, for a total value of $799,956.90. Following the completion of the transaction, the insider owned 230,593 shares in the company, valued at $25,727,261.01. This represents a 3.02% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Deborah L. Stahlkopf sold 6,487 shares of the firm’s stock in a transaction dated Friday, August 14th. The stock was sold at an average price of $111.53, for a total value of $723,495.11. Following the transaction, the executive vice president directly owned 167,116 shares in the company, valued at approximately $18,638,447.48. The trade was a 3.74% 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 three months, insiders sold 53,611 shares of company stock worth $6,066,680. Insiders own 0.01% of the company’s stock.

Key Cisco Systems News

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

Positive Sentiment: Cisco is partnering with Supermicro to add rack-scale AI servers to its NVIDIA-backed Secure AI Factory. The move allows Cisco to offer more complete, validated infrastructure—including networking, computing and security—to enterprises, neocloud providers and sovereign-cloud customers. This could increase Cisco’s share of rapidly growing AI data-center spending and create additional hardware and services revenue. Exclusive: Cisco expands Nvidia partnership for AI data center boom
Positive Sentiment: The expanded Secure AI Factory incorporates NVIDIA technology and Supermicro systems into an end-to-end architecture designed to simplify large AI deployments, improve efficiency and protect sensitive data. Cisco’s management has also highlighted strong AI-related orders and upbeat fiscal 2027 AI-infrastructure revenue guidance, supporting expectations for faster growth. Cisco Expands Secure AI Factory with NVIDIA for the Rack-Scale Era
Positive Sentiment: Analyst coverage remains broadly constructive, with Cisco’s average brokerage recommendation described as bullish. That optimism is supported by recent earnings that exceeded consensus estimates and by expectations that AI orders can bolster Cisco’s growth profile. Wall Street Bulls Look Optimistic About Cisco
Neutral Sentiment: Cisco also announced sovereign critical-infrastructure offerings in Canada, potentially expanding demand from organizations seeking greater control over data and systems. The announcement is strategically supportive but provides limited near-term financial detail. Cisco Launches Sovereign Critical Infrastructure in Canada
Negative Sentiment: A professional-services customer reportedly replaced its Cisco-based networking stack with open-source VyOS across 13 sites, highlighting the risk of customer migration and pricing pressure from flexible, lower-cost alternatives. VyOS Powers Spicer Group’s Cisco-to-Open-Source Network Transformation

Cisco Systems Profile

(Free Report)

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.