Cisco Systems, Inc. $CSCO Position Cut by World Equity Group Inc.

World Equity Group Inc. reduced its holdings in Cisco Systems, Inc. (NASDAQ:CSCO) by 38.9% during the 2nd quarter, Holdings Channel reports. The fund owned 17,239 shares of the network equipment provider’s stock after selling 10,957 shares during the quarter. World Equity Group Inc.’s holdings in Cisco Systems were worth $2,025,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors also recently added to or reduced their stakes in the business. World Investment Advisors lifted its stake in shares of Cisco Systems by 15.4% in the 4th quarter. World Investment Advisors now owns 198,549 shares of the network equipment provider’s stock worth $13,905,000 after acquiring an additional 26,455 shares during the period. WCG Wealth Advisors LLC raised its holdings in 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 in the last quarter. Vise Technologies Inc. lifted its position in 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 period. Western Wealth Management LLC lifted its position in Cisco Systems by 60.5% in the first quarter. Western Wealth Management LLC now owns 76,372 shares of the network equipment provider’s stock worth $5,926,000 after purchasing an additional 28,792 shares during the period. Finally, Truist Financial Corp boosted its stake in Cisco Systems by 6.8% during the 4th quarter. Truist Financial Corp now owns 4,311,098 shares of the network equipment provider’s stock valued at $332,084,000 after purchasing an additional 275,456 shares in the last quarter. Institutional investors and hedge funds own 73.33% of the company’s stock.

Insider Buying and Selling at Cisco Systems

In other Cisco Systems news, insider Jeetendra I. Patel sold 7,169 shares of Cisco Systems stock in a transaction on Friday, May 15th. The shares were sold at an average price of $117.28, for a total transaction of $840,780.32. Following the completion of the sale, the insider owned 246,737 shares of the company’s stock, valued at $28,937,315.36. This trade represents a 2.82% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Charles Robbins sold 21,400 shares of Cisco Systems stock in a transaction dated Friday, May 22nd. The shares were sold at an average price of $120.03, for a total value of $2,568,642.00. Following the sale, the chief executive officer owned 637,085 shares of the company’s stock, valued at approximately $76,469,312.55. This represents a 3.25% 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 47,650 shares of company stock valued at $5,668,823 in the last ninety days. Company insiders own 0.01% of the company’s stock.

Key Headlines Impacting Cisco Systems

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

• Positive Sentiment: Cisco raised its fiscal 2026 AI infrastructure order forecast from $5 billion to approximately $9 billion, reflecting stronger-than-expected demand from hyperscale customers. The company expects to recognize about $4 billion in related revenue, compared with total fiscal-year revenue guidance of $62.8 billion to $63.0 billion. Cisco Raised Its AI Order Target to $9 Billion
• Positive Sentiment: Recent coverage highlights Cisco’s positioning in the AI networking boom, alongside security partnerships and Webex emergency-calling integration. These developments reinforce the company’s push beyond traditional networking equipment. Can Cisco Lead the AI Networking Boom?
• Positive Sentiment: Cisco’s partner-focused skills initiative is designed to help solution providers find and retain qualified technical talent, potentially supporting ecosystem growth and customer implementation capacity over time. Cisco: Powering Partner Growth Through Skills-Based Talent Connections
• Neutral Sentiment: Analysts are focusing on Cisco’s fiscal fourth-quarter metrics beyond revenue and earnings, including indicators that may show whether AI-related demand is translating into sustainable growth. Cisco will report results and hold its conference call on August 12. Cisco Q4 Earnings Metrics
• Neutral Sentiment: Industry coverage describes a mixed networking outlook: AI demand is favorable, but cautious information-technology spending, deployment delays and rising costs remain risks for Cisco and peers.
• Negative Sentiment: Zacks Research downgraded CSCO from “strong buy” to “hold,” adding a more cautious analyst signal after the stock’s substantial run. Separate analysis also suggests Cisco may be roughly 9% overvalued, increasing sensitivity to any earnings disappointment. Cisco Security and Valuation Analysis

Cisco Systems Stock Performance

Shares of NASDAQ CSCO opened at $121.43 on Monday. The company has a quick ratio of 0.81, a current ratio of 0.92 and a debt-to-equity ratio of 0.40. Cisco Systems, Inc. has a 12 month low of $65.75 and a 12 month high of $130.37. The company has a market cap of $478.61 billion, a price-to-earnings ratio of 39.43, a P/E/G ratio of 2.74 and a beta of 1.02. The business has a fifty day simple moving average of $117.74 and a 200-day simple moving average of $97.70.

Cisco Systems (NASDAQ:CSCO) last issued its quarterly earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share for the quarter, topping analysts’ consensus estimates of $1.03 by $0.03. Cisco Systems had a return on equity of 28.44% and a net margin of 20.14%.The firm had revenue of $15.84 billion for the quarter, compared to analysts’ expectations of $15.56 billion. During the same quarter last year, the business posted $0.96 EPS. Cisco Systems’s revenue was up 12.0% on a year-over-year basis. Cisco Systems has set its Q4 2026 guidance at 1.160-1.180 EPS and its FY 2026 guidance at 4.270-4.290 EPS. Sell-side analysts predict that Cisco Systems, Inc. will post 3.54 EPS for the current year.

Cisco Systems Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, July 22nd. Shareholders of record on Monday, July 6th were given a dividend of $0.42 per share. This represents a $1.68 annualized dividend and a yield of 1.4%. The ex-dividend date was Monday, July 6th. Cisco Systems’s payout ratio is presently 54.55%.

Analyst Upgrades and Downgrades

A number of analysts have recently commented on CSCO shares. CICC Research boosted their price objective on Cisco Systems from $96.00 to $125.00 and gave the stock an “outperform” rating in a research note on Monday, May 18th. Wall Street Zen lowered Cisco Systems from a “buy” rating to a “hold” rating in a report on Tuesday, July 28th. UBS Group upped their price target on shares of Cisco Systems from $95.00 to $132.00 and gave the company a “buy” rating in a report on Thursday, May 14th. New Street Research raised their price objective on shares of Cisco Systems from $82.00 to $122.00 and gave the company a “neutral” rating in a research report on Thursday, May 14th. Finally, HSBC raised shares of Cisco Systems from a “hold” rating to a “buy” rating and lifted their price objective for the stock from $77.00 to $137.00 in a research note on Friday, May 15th. Two equities research 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 MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $123.14.

About Cisco Systems

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.