Cisco Systems, Inc. $CSCO Stock: Parcion Private Wealth LLC Raises Holdings

Posted by Geri Gentry on Oct 31st, 2026

Parcion Private Wealth LLC boosted its holdings in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 464.6% during the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 67,503 shares of the network equipment provider’s stock after purchasing an additional 55,548 shares during the quarter. Parcion Private Wealth LLC’s holdings in Cisco Systems were worth $7,265,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the business. Wellment Financial grew its holdings in Cisco Systems by 6.9% in the third quarter. Wellment Financial now owns 1,961 shares of the network equipment provider’s stock valued at $211,000 after purchasing an additional 127 shares during the period. Partners Wealth Management LLC purchased a new position in Cisco Systems during the third quarter worth approximately $1,493,000. Soltis Investment Advisors LLC raised its stake in Cisco Systems by 37.1% during the third quarter. Soltis Investment Advisors LLC now owns 93,493 shares of the network equipment provider’s stock worth $10,063,000 after purchasing an additional 25,289 shares during the period. ERn Financial LLC boosted its holdings in shares of Cisco Systems by 3.1% in the 3rd quarter. ERn Financial LLC now owns 3,663 shares of the network equipment provider’s stock valued at $394,000 after purchasing an additional 111 shares during the last quarter. Finally, United Asset Strategies Inc. boosted its holdings in shares of Cisco Systems by 4.2% in the 3rd quarter. United Asset Strategies Inc. now owns 12,630 shares of the network equipment provider’s stock valued at $1,359,000 after purchasing an additional 505 shares during the last quarter. 73.33% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Cisco Systems

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

Positive Sentiment: AI infrastructure remains a key growth catalyst. Cisco is benefiting from rising hyperscaler demand for networking equipment, while AI workloads, 5G, Wi-Fi 7, and broader connectivity needs support the networking industry’s expansion. Cisco Gains From AI Networking Boom
Positive Sentiment: Industry research projects the global virtualization-security market will grow from $1.7 billion in 2025 to $4.9 billion by 2032, creating potential demand for Cisco’s security, segmentation, and cloud-native offerings. Virtualization Security Market Report
Positive Sentiment: Mobile virtualization is projected to reach $21 billion by 2032, with remote work, BYOD, 5G, and tighter data regulations supporting longer-term opportunities for Cisco’s networking and security businesses. Mobile Virtualization Market Report
Positive Sentiment: Analysts maintain a favorable view ahead of earnings, with a reported consensus price target of $128.52, implying continued confidence in Cisco’s outlook. Cisco Consensus Price Target
Positive Sentiment: Cisco is experimenting with an AI-assisted rewrite of approximately 98% of its code under a young engineering leader, potentially improving development speed and product productivity, although execution remains unproven. Cisco AI Code Rewrite
Neutral Sentiment: Cisco’s upcoming report is receiving positive analyst attention after the stock outperformed the broader market, but the preview also raises the bar for results and forward guidance. Cisco Earnings Preview
Neutral Sentiment: The company’s AI-security and quantum-safe initiatives could strengthen its long-term product portfolio, though the articles provide limited evidence of near-term financial impact. Cisco AI Security and Quantum-Safe Push
Negative Sentiment: Competitive pressure is increasing: Dell is expanding its AI-security and cyber-resilience capabilities, potentially challenging Cisco in enterprise infrastructure and security markets. Dell Expands AI Security Capabilities
Negative Sentiment: Recent weakness relative to the broader market suggests investors may be taking profits or demanding stronger earnings and guidance, particularly with CSCO trading at a relatively elevated earnings multiple.

Cisco Systems Trading Down 3.8%

NASDAQ CSCO opened at $104.51 on Friday. The company has a debt-to-equity ratio of 0.39, a quick ratio of 0.79 and a current ratio of 0.93. The company has a 50-day simple moving average of $110.00 and a 200-day simple moving average of $101.01. The firm has a market capitalization of $412.04 billion, a PE ratio of 31.29, a price-to-earnings-growth ratio of 2.26 and a beta of 0.99. Cisco Systems, Inc. has a one year low of $70.54 and a one year high of $130.37.

Cisco Systems (NASDAQ:CSCO – Get Free Report) last released its quarterly earnings data on Wednesday, August 12th. The network equipment provider reported $1.22 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.17 by $0.05. Cisco Systems had a return on equity of 30.16% and a net margin of 20.95%. The business had revenue of $17.25 billion during the quarter, compared to analyst estimates of $16.84 billion. During the same quarter in the previous year, the firm posted $0.99 EPS. The business’s revenue for the quarter was up 17.6% compared to the same quarter last year. 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 forecast that Cisco Systems, Inc. will post 4.42 earnings per share for the current year.

Cisco Systems Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Wednesday, October 21st. Stockholders of record on Friday, October 2nd were issued a dividend of $0.42 per share. This represents a $1.68 dividend on an annualized basis and a dividend yield of 1.6%. The ex-dividend date of this dividend was Friday, October 2nd. Cisco Systems’s payout ratio is 50.30%.

Wall Street Analysts Forecast Growth

A number of research firms have recently commented on CSCO. Wall Street Zen upgraded Cisco Systems from a “hold” rating to a “buy” rating in a report on Sunday, October 11th. Truist Financial lifted their price objective on Cisco Systems from $125.00 to $140.00 and gave the company a “buy” rating in a research note on Thursday, August 13th. Piper Sandler cut their target price on shares of Cisco Systems from $132.00 to $125.00 and set a “neutral” rating on the stock in a research note on Tuesday, September 22nd. Wells Fargo & Company boosted their price target on Cisco Systems from $130.00 to $150.00 and gave the stock an “overweight” rating in a research report on Thursday, August 13th. Finally, Barclays raised their price target 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. Three equities research analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and seven have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $128.52.

Get Our Latest Research Report on CSCO

Insider Buying and Selling at Cisco Systems

In related news, insider Jeetendra Patel sold 7,170 shares of the stock in a transaction that occurred on Friday, August 14th. The stock was sold at an average price of $111.57, for a total value of $799,956.90. Following the completion of the transaction, the insider directly owned 230,593 shares of the company’s stock, valued at $25,727,261.01. This represents a 3.02% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Deborah Stahlkopf sold 6,487 shares of the firm’s stock in a transaction that occurred 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 approximately $18,638,447.48. This represents a 3.74% decrease in their ownership of the stock. 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 90 days, insiders sold 44,869 shares of company stock valued at $5,005,620. 0.01% of the stock is currently owned by insiders.

Cisco Systems Company Profile

(Free Report)

Cisco Systems, Inc is a global technology company that develops networking, cybersecurity, collaboration and observability solutions for businesses, government organizations and service providers. Its offerings include routers, switches, wireless networking equipment, data-center infrastructure, security software and services, as well as technologies that support cloud and hybrid IT environments.

The company also provides collaboration tools through its Webex portfolio, cloud-managed networking through Cisco Meraki and security and observability capabilities that include technologies from Splunk, which Cisco acquired in 2024.