Jupiter Topco LLC acquired a new stake in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) in the 2nd quarter, Holdings Channel.com reports. The institutional investor acquired 1,945,554 shares of the network equipment provider’s stock, valued at approximately $228,476,000.
Several other institutional investors and hedge funds have also bought and sold shares of the stock. Bridgewater Advisors Inc. acquired a new stake in shares of Cisco Systems during the second quarter valued at about $6,442,000. World Investment Advisors lifted its holdings in shares of Cisco Systems by 15.4% during the fourth quarter. World Investment Advisors now owns 198,549 shares of the network equipment provider’s stock worth $13,905,000 after purchasing an additional 26,455 shares during the period. WCG Wealth Advisors LLC lifted its holdings in shares of Cisco Systems by 101.8% during the fourth quarter. WCG Wealth Advisors LLC now owns 107,306 shares of the network equipment provider’s stock worth $8,266,000 after purchasing an additional 54,141 shares during the period. Vise Technologies Inc. grew its stake in shares of Cisco Systems by 47.1% in the fourth quarter. Vise Technologies Inc. now owns 200,341 shares of the network equipment provider’s stock worth $15,432,000 after purchasing an additional 64,144 shares during the last quarter. Finally, ABN AMRO Bank N.V. acquired a new stake in Cisco Systems in the second quarter valued at $19,114,000. Institutional investors own 73.33% of the company’s stock.
Insider Buying and Selling
In other news, EVP Deborah L. Stahlkopf sold 6,487 shares of Cisco Systems stock in a transaction on Friday, August 14th. The shares were sold at an average price of $111.53, for a total value of $723,495.11. Following the completion of the sale, the executive vice president owned 167,116 shares in the company, valued at $18,638,447.48. The trade was a 3.74% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Charles Robbins sold 21,628 shares of the business’s stock in a transaction on Friday, August 14th. The shares were sold at an average price of $111.54, for a total transaction of $2,412,387.12. Following the transaction, the chief executive officer owned 602,710 shares in the company, valued at $67,226,273.40. The trade was a 3.46% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 53,611 shares of company stock worth $6,066,680 over the last ninety days. 0.01% of the stock is owned by company insiders.
Analysts Set New Price Targets
Get Our Latest Research Report on CSCO
Trending Headlines about Cisco Systems
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 Stock Up 1.1%
Shares of NASDAQ:CSCO opened at $112.36 on Thursday. Cisco Systems, Inc. has a 1 year low of $66.13 and a 1 year high of $130.37. 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’s 50-day moving average is $115.55 and its 200-day moving average is $100.99. The company has a market capitalization of $442.86 billion, a price-to-earnings ratio of 33.64, a P/E/G ratio of 2.18 and a beta of 1.02.
Cisco Systems (NASDAQ:CSCO – Get Free Report) last released its earnings results on Wednesday, August 12th. The network equipment provider reported $1.22 EPS for the quarter, topping the consensus estimate of $1.17 by $0.05. The business 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 firm’s revenue was up 17.6% on a year-over-year basis. During the same quarter last 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. Equities research analysts predict that Cisco Systems, Inc. will post 4.44 earnings per share for the current year.
Cisco Systems Dividend Announcement
The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, October 21st. Stockholders of record on Friday, October 2nd will be given a dividend of $0.42 per share. The ex-dividend date of this dividend is Friday, October 2nd. This represents a $1.68 annualized dividend and a dividend yield of 1.5%. Cisco Systems’s dividend payout ratio (DPR) is 50.30%.
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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