Headlands Technologies LLC acquired a new stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) during the 2nd quarter, HoldingsChannel.com reports. The firm acquired 61,507 shares of the network equipment provider’s stock, valued at approximately $7,225,000. Cisco Systems comprises approximately 0.8% of Headlands Technologies LLC’s investment portfolio, making the stock its 21st largest holding.
A number of other hedge funds and other institutional investors have also bought and sold shares of CSCO. Cozad Asset Management Inc. increased its stake in shares of Cisco Systems by 0.3% in the first quarter. Cozad Asset Management Inc. now owns 26,203 shares of the network equipment provider’s stock valued at $2,033,000 after buying an additional 87 shares during the period. Dogwood Wealth Management LLC boosted its position in Cisco Systems by 3.9% during the 2nd quarter. Dogwood Wealth Management LLC now owns 2,413 shares of the network equipment provider’s stock worth $283,000 after buying an additional 90 shares during the period. August Group Capital Ltd boosted its position in 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 period. Financial Insights Inc. grew its holdings in 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 acquiring an additional 92 shares during the last quarter. Finally, CPA Asset Management Group LLC grew its holdings in 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 worth $627,000 after acquiring an additional 93 shares during the last quarter. Institutional investors own 73.33% of the company’s stock.
Analysts Set New Price Targets
A number of brokerages have recently commented on CSCO. Evercore lifted their price target on shares of Cisco Systems from $110.00 to $150.00 and gave the stock an “outperform” rating in a report on Thursday, May 14th. Rosenblatt Securities raised their target price on Cisco Systems from $150.00 to $165.00 and gave the stock a “buy” rating in a research report on Thursday, August 13th. Barclays lifted their target price on Cisco Systems from $121.00 to $123.00 and gave the stock an “equal weight” rating in a report on Thursday, August 13th. HSBC lowered Cisco Systems from a “buy” rating to a “hold” rating and reduced their price target for the company from $137.00 to $120.00 in a research report on Friday, August 14th. Finally, The Goldman Sachs Group increased their price target on Cisco Systems from $116.00 to $125.00 and gave the company a “neutral” rating in a research note on Wednesday, June 3rd. Two 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 company. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $129.43.
More Cisco Systems News
Here are the key news stories impacting Cisco Systems this week:
- Positive Sentiment: Cisco launched a Sovereign Critical Infrastructure portfolio in Canada and expanded its Secure AI Factory with NVIDIA and Supermicro. The offerings target enterprises, neocloud providers and sovereign-cloud customers seeking integrated AI compute, cooling and networking infrastructure. Cisco Unveils Sovereign and AI Infrastructure Offerings
- Positive Sentiment: Morgan Stanley maintained a $135 price target, citing Cisco’s potential supply advantage through TSMC as shortages continue to affect the AI infrastructure market. This supports the view that Cisco may be positioned to benefit from strong AI networking demand. Morgan Stanley Reveals Cisco’s Supply Edge
- Positive Sentiment: Cisco’s NVIDIA partnership is also linked to the industry’s shift toward liquid-cooled, high-density AI systems, potentially expanding the company’s role in the broader AI infrastructure buildout. NVIDIA’s AI Chips and Liquid Cooling
- Positive Sentiment: Analysts comparing Cisco with Hewlett Packard Enterprise highlighted Cisco’s strong hyperscaler AI orders, networking growth and expanding security business as long-term competitive advantages. HPE vs. CSCO
- Neutral Sentiment: Cisco gave all approximately 90,000 employees access to personal AI agents, demonstrating broad internal adoption of AI, though the immediate financial impact is unclear. Cisco Gives Employees AI Agents
- Negative Sentiment: A growth-stock analysis questioned whether Cisco can sustain enough growth to support its premium valuation, reviving concerns that enthusiasm surrounding AI networking may have outpaced underlying fundamentals. With a P/E ratio above 30, the stock may be particularly sensitive to any slowdown in growth expectations. Growth Stock Analysis
Cisco Systems Price Performance
Shares of CSCO opened at $109.93 on Monday. The firm has a market cap of $433.28 billion, a PE ratio of 32.91, a price-to-earnings-growth ratio of 2.16 and a beta of 1.02. Cisco Systems, Inc. has a 52-week low of $66.13 and a 52-week high of $130.37. The business’s 50 day moving average price is $115.21 and its two-hundred day moving average price is $101.34. The company has a debt-to-equity ratio of 0.39, a quick ratio of 0.79 and a current ratio of 0.93.
Cisco Systems (NASDAQ:CSCO – Get Free Report) last announced its quarterly earnings data 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 company had revenue of $17.25 billion during the quarter, compared to the consensus estimate of $16.84 billion. Cisco Systems had a net margin of 20.95% and a return on equity of 30.16%. The company’s quarterly revenue was up 17.6% on a year-over-year basis. During the same quarter last year, the firm posted $0.99 EPS. 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. On average, equities analysts anticipate that Cisco Systems, Inc. will post 4.44 EPS 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 issued a dividend of $0.42 per share. 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 currently 50.30%.
Insider Activity
In related news, EVP Thimaya K. Subaiya sold 7,127 shares of the company’s stock in a transaction that occurred on Tuesday, June 16th. The stock was sold at an average price of $119.91, for a total transaction of $854,598.57. Following the transaction, the executive vice president directly owned 140,857 shares of the company’s stock, valued at approximately $16,890,162.87. This represents a 4.82% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Deborah L. Stahlkopf sold 6,487 shares of the stock in a transaction that occurred on Friday, August 14th. The stock was sold at an average price of $111.53, for a total value of $723,495.11. Following the completion of the transaction, the executive vice president owned 167,116 shares in the company, valued at approximately $18,638,447.48. The trade was a 3.74% 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. In the last ninety days, insiders have sold 53,611 shares of company stock valued at $6,066,680. Corporate insiders own 0.01% of the company’s stock.
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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