C WorldWide Group Holding A S Acquires Shares of 1,051,791 Cisco Systems, Inc. $CSCO

C WorldWide Group Holding A S bought a new position in Cisco Systems, Inc. (NASDAQ:CSCO) in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 1,051,791 shares of the network equipment provider’s stock, valued at approximately $123,543,000. Cisco Systems makes up approximately 3.1% of C WorldWide Group Holding A S’s investment portfolio, making the stock its 12th largest position.

Several other hedge funds and other institutional investors also recently modified their holdings of the business. Cozad Asset Management Inc. grew its stake in Cisco Systems by 0.3% in the 1st 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 in the last quarter. Dogwood Wealth Management LLC boosted its holdings in shares of Cisco Systems by 3.9% in the second quarter. Dogwood Wealth Management LLC now owns 2,413 shares of the network equipment provider’s stock worth $283,000 after acquiring an additional 90 shares during the period. August Group Capital Ltd grew its position in shares of Cisco Systems by 2.0% in the second quarter. August Group Capital Ltd now owns 4,723 shares of the network equipment provider’s stock valued at $555,000 after purchasing an additional 91 shares in the last quarter. Financial Insights Inc. raised its stake 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 valued at $483,000 after purchasing an additional 92 shares during the period. Finally, CPA Asset Management Group LLC lifted 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 purchasing an additional 93 shares in the last quarter. Institutional investors own 73.33% of the company’s stock.

Key Headlines Impacting Cisco Systems

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

• Positive Sentiment: AI-related networking demand remains a key potential catalyst. Commentary comparing today’s AI buildout with the internet boom argues that current spending is supported by real infrastructure investment, which could benefit Cisco’s data-center networking and software businesses. Why Today’s AI Boom Differs From the Internet Bubble
• Positive Sentiment: Industry data showed campus-switch average selling prices increased 19% in the second quarter of 2026, helping the market return to revenue growth. Higher pricing and continued demand could support Cisco’s sales and margins, although shortages also limited product availability. Market Prices Skyrocket, Driving Campus Switch Market to Growth in 2Q 2026
• Positive Sentiment: Cisco’s recent results provide a favorable fundamental backdrop: revenue rose 17.6% year over year to $17.25 billion, and adjusted earnings of $1.22 per share exceeded estimates. The company also issued fiscal 2027 earnings guidance of $5.05 to $5.11 per share.
• Neutral Sentiment: At the Goldman Sachs Communacopia + Technology Conference, Cisco presented its latest business and technology outlook. The transcript keeps attention on the company’s AI, networking and recurring-revenue strategy, but the supplied report does not identify a major new announcement likely to materially change estimates. Cisco Systems Presents at Goldman Sachs Communacopia + Technology Conference 2026
• Neutral Sentiment: Repeated “buy now” coverage from Zacks reflects increased investor interest, rather than a new corporate catalyst. Cisco’s roughly 33 forward-looking earnings multiple makes continued growth execution important for further upside. Is Trending Stock Cisco Systems a Buy Now?
• Negative Sentiment: Component shortages are limiting campus-switch supply even as prices rise. A similar decline in Ciena shares highlights investor concern that supply constraints could delay industry growth or pressure customer spending, creating a near-term risk for Cisco’s networking outlook. Ciena Stock Down 14% in the Past Month

Insider Buying and Selling

In other Cisco Systems news, EVP Deborah Stahlkopf sold 6,487 shares of the company’s 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 sale, the executive vice president owned 167,116 shares of the company’s stock, valued at $18,638,447.48. This represents a 3.74% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Jeetendra Patel sold 7,170 shares of the stock in a transaction that occurred on Friday, August 14th. The shares were sold at an average price of $111.57, for a total transaction of $799,956.90. Following the transaction, the insider owned 230,593 shares in the company, valued at $25,727,261.01. The trade was a 3.02% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 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. Corporate insiders own 0.01% of the company’s stock.

Analysts Set New Price Targets

Several research analysts have commented on the company. Wells Fargo & Company raised their target price on Cisco Systems from $130.00 to $150.00 and gave the stock an “overweight” rating in a research note on Thursday, August 13th. Weiss Ratings reissued a “buy (b)” rating on shares of Cisco Systems in a report on Wednesday, August 26th. Truist Financial raised their price objective on shares of Cisco Systems from $125.00 to $140.00 and gave the company a “buy” rating in a research report on Thursday, August 13th. Piper Sandler boosted their price objective on shares of Cisco Systems from $86.00 to $132.00 and gave the company a “neutral” rating in a research note on Thursday, May 14th. Finally, Morgan Stanley upped their target price on shares of Cisco Systems from $130.00 to $135.00 and gave the stock an “overweight” rating in a report on Thursday, August 13th. Two equities research analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and seven have issued a Hold rating to the stock. According to data from MarketBeat, Cisco Systems currently has a consensus rating of “Moderate Buy” and a consensus price target of $129.68.

Cisco Systems Stock Down 0.0%

CSCO stock opened at $109.17 on Wednesday. The company’s 50 day moving average is $113.93 and its 200 day moving average is $102.82. The stock has a market cap of $430.29 billion, a price-to-earnings ratio of 32.69, a price-to-earnings-growth ratio of 2.28 and a beta of 1.00. The company has a current ratio of 0.93, a quick ratio of 0.79 and a debt-to-equity ratio of 0.39. Cisco Systems, Inc. has a 1-year low of $66.13 and a 1-year high of $130.37.

Cisco Systems (NASDAQ:CSCO) last posted its quarterly earnings data on Wednesday, August 12th. The network equipment provider reported $1.22 earnings per share for the quarter, beating the consensus estimate of $1.17 by $0.05. Cisco Systems had a net margin of 20.95% and a return on equity of 30.16%. The firm had revenue of $17.25 billion for the quarter, compared to analysts’ expectations of $16.84 billion. During the same quarter last year, the company posted $0.99 EPS. The business’s quarterly revenue was up 17.6% on a year-over-year basis. 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 predict that Cisco Systems, Inc. will post 4.43 EPS for the current fiscal year.

Cisco Systems Announces Dividend

The company 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 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 50.30%.

Cisco Systems Profile

Cisco Systems, Inc is a global technology company that provides networking, cybersecurity, collaboration, observability and other information technology solutions. Its offerings include routers, switches, wireless networking equipment, data center infrastructure, security platforms, unified communications tools and software designed to help organizations connect, manage and protect their digital environments.

Cisco serves businesses, government agencies, educational institutions, telecommunications providers and other organizations worldwide.