104,857 Shares in Cisco Systems, Inc. $CSCO Bought by Focus Partners Advisor Solutions LLC

Focus Partners Advisor Solutions LLC acquired a new stake in Cisco Systems, Inc. (NASDAQ:CSCO) during the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm acquired 104,857 shares of the network equipment provider’s stock, valued at approximately $12,317,000.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the business. Intesa Sanpaolo Wealth Management bought a new stake in shares of Cisco Systems during the 4th quarter valued at approximately $25,000. MidAtlantic Capital Management Inc. bought a new position in Cisco Systems in the 4th quarter valued at approximately $25,000. Networth Advisors LLC boosted its position in Cisco Systems by 276.4% in the first quarter. Networth Advisors LLC now owns 335 shares of the network equipment provider’s stock valued at $26,000 after buying an additional 246 shares in the last quarter. Manning & Napier Advisors LLC boosted its position in Cisco Systems by 137.0% in the first quarter. Manning & Napier Advisors LLC now owns 346 shares of the network equipment provider’s stock valued at $27,000 after buying an additional 200 shares in the last quarter. Finally, Financial Life Planners bought a new stake in shares of Cisco Systems during the first quarter worth $27,000. Institutional investors own 73.33% of the company’s stock.

Cisco Systems Price Performance

Shares of NASDAQ:CSCO opened at $111.68 on Friday. The company has a debt-to-equity ratio of 0.39, a quick ratio of 0.81 and a current ratio of 0.93. Cisco Systems, Inc. has a 52 week low of $65.75 and a 52 week high of $130.37. The firm has a market cap of $440.18 billion, a PE ratio of 33.44, a price-to-earnings-growth ratio of 2.52 and a beta of 1.02. The firm’s fifty day moving average is $117.03 and its 200-day moving average is $99.09.

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 analysts’ consensus estimates of $1.17 by $0.05. The business had revenue of $17.25 billion during the quarter, compared to the consensus estimate of $16.84 billion. Cisco Systems had a return on equity of 30.16% and a net margin of 20.95%.Cisco Systems’s quarterly revenue was up 17.6% on a year-over-year basis. During the same period in the prior year, the business 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. Sell-side analysts predict that Cisco Systems, Inc. will post 4.09 earnings per share for the current year.

Cisco Systems Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, October 21st. Stockholders of record on Friday, October 2nd will be paid a $0.42 dividend. 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 is presently 50.30%.

Cisco Systems News Summary

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

• Positive Sentiment: AI demand is accelerating. Cisco reported fiscal Q4 revenue of approximately $17.3 billion, up 18% year over year, and adjusted EPS of $1.22 versus the $1.17 consensus estimate. AI infrastructure orders increased 4.5 times to $9.3 billion for fiscal 2026, while management expects approximately $7.5 billion of hyperscaler AI infrastructure revenue in fiscal 2027. Chuck Robbins Says AI Is Fueling a Networking Supercycle
• Positive Sentiment: Fiscal 2027 guidance exceeded expectations. Management forecast roughly 15% revenue growth, supported by hyperscaler spending, data-center switching and broader networking upgrades. Several firms—including UBS, Truist, Wells Fargo, KeyCorp, Morgan Stanley and Rosenblatt—raised their price targets and maintained bullish ratings, suggesting long-term upside if the AI networking cycle continues. Cisco Just Gave Investors Three Big Reasons to Be Bullish
• Neutral Sentiment: The market is demanding faster growth. Despite the earnings beat and upbeat outlook, Cisco’s shares have decreased because expectations were already elevated after a substantial rally. Investors are questioning whether the company’s AI momentum can remain strong beyond the current infrastructure buildout and whether Cisco’s premium valuation is justified. Cisco Shares Slide Despite Earnings Beat and Strong Guidance
• Negative Sentiment: Margin pressure is the primary concern. AI infrastructure growth is arriving mainly through lower-margin hardware, creating mix-related gross-margin compression and raising questions about how profitably Cisco can scale orders. HSBC downgraded CSCO to Hold from Buy and reduced its price target to $120 from $137, citing a lack of near-term catalysts even after the strong quarter. Cisco Beat on Every Line, Then Fell on What AI Costs to Ship

Insider Buying and Selling

In other Cisco Systems news, EVP Oliver Tuszik sold 2,607 shares of the firm’s stock in a transaction that occurred on Thursday, June 11th. The shares were sold at an average price of $121.12, for a total transaction of $315,759.84. Following the completion of the transaction, the executive vice president owned 172,727 shares in the company, valued at approximately $20,920,694.24. This trade represents a 1.49% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Thimaya K. Subaiya sold 7,127 shares of Cisco Systems stock in a transaction 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 $16,890,162.87. This represents a 4.82% 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 31,134 shares of company stock valued at $3,739,000 over the last ninety days. 0.01% of the stock is owned by company insiders.

Analysts Set New Price Targets

A number of brokerages have recently commented on CSCO. CICC Research increased their price target on Cisco Systems from $96.00 to $125.00 and gave the company an “outperform” rating in a research note on Monday, May 18th. Morgan Stanley boosted their price objective on Cisco Systems from $130.00 to $135.00 and gave the stock an “overweight” rating in a research report on Thursday. Citigroup upped their target price on Cisco Systems from $90.00 to $112.00 and gave the stock a “buy” rating in a report on Thursday, May 14th. HSBC downgraded Cisco Systems from a “buy” rating to a “hold” rating and dropped their target price for the company from $137.00 to $120.00 in a research report on Friday. Finally, Zacks Research lowered Cisco Systems from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, August 4th. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and seven have issued a Hold rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $129.43.

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.