German American Bancorp Inc. Buys Shares of 111,407 Cisco Systems, Inc. $CSCO

German American Bancorp Inc. bought a new stake in Cisco Systems, Inc. (NASDAQ:CSCO) during the 2nd quarter, Holdings Channel reports. The fund bought 111,407 shares of the network equipment provider’s stock, valued at approximately $13,086,000. Cisco Systems accounts for about 1.0% of German American Bancorp Inc.’s investment portfolio, making the stock its 21st largest holding.

Other institutional investors also recently modified their holdings of the company. Bridgewater Advisors Inc. bought a new position in shares of Cisco Systems in the 2nd quarter worth $6,442,000. World Investment Advisors increased its holdings in Cisco Systems by 15.4% in the fourth quarter. World Investment Advisors now owns 198,549 shares of the network equipment provider’s stock valued at $13,905,000 after purchasing an additional 26,455 shares during the last quarter. WCG Wealth Advisors LLC increased its holdings in Cisco Systems by 101.8% in the fourth quarter. WCG Wealth Advisors LLC now owns 107,306 shares of the network equipment provider’s stock valued at $8,266,000 after purchasing an additional 54,141 shares during the last quarter. Vise Technologies Inc. lifted its stake 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 valued at $15,432,000 after buying an additional 64,144 shares during the period. Finally, ABN AMRO Bank N.V. acquired a new position in Cisco Systems in the second quarter valued at about $19,114,000. Institutional investors and hedge funds own 73.33% of the company’s stock.

Wall Street Analyst Weigh In

CSCO has been the subject of several analyst reports. Bank of America boosted their target price on Cisco Systems from $135.00 to $150.00 and gave the stock a “buy” rating in a research report on Monday, June 8th. Citic Securities lifted their price objective on shares of Cisco Systems from $90.00 to $130.00 in a research note on Friday, May 15th. The Goldman Sachs Group boosted their price objective on shares of Cisco Systems from $116.00 to $125.00 and gave the company a “neutral” rating in a report on Wednesday, June 3rd. JPMorgan Chase & Co. increased their target price on shares of Cisco Systems from $95.00 to $96.00 in a report on Monday, May 11th. Finally, Evercore boosted their price target on shares of Cisco Systems from $110.00 to $150.00 and gave the company an “outperform” rating in a report on Thursday, May 14th. One analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and seven have assigned a Hold rating to the company. According to data from MarketBeat.com, Cisco Systems has a consensus rating of “Moderate Buy” and an average target price of $129.43.

Insider Buying and Selling

In other Cisco Systems news, CEO Charles Robbins sold 21,400 shares of the business’s stock in a transaction that occurred on Friday, May 22nd. The stock was 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 in the company, valued at approximately $76,469,312.55. The trade was a 3.25% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible 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 the firm’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 $16,890,162.87. This represents a 4.82% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 31,134 shares of company stock worth $3,739,000. 0.01% of the stock is owned by corporate insiders.

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

Cisco Systems Stock Performance

Shares of NASDAQ:CSCO opened at $111.68 on Monday. The firm has a market cap of $440.18 billion, a price-to-earnings ratio of 33.44, a PEG ratio of 2.38 and a beta of 1.02. Cisco Systems, Inc. has a 12 month low of $65.75 and a 12 month high of $130.37. The company’s fifty day simple moving average is $117.03 and its 200 day simple moving average is $99.24. The company has a quick ratio of 0.79, a current ratio of 0.93 and a debt-to-equity ratio of 0.39.

Cisco Systems (NASDAQ:CSCO) last announced its earnings results on Wednesday, August 12th. The network equipment provider reported $1.22 earnings per share for the quarter, topping analysts’ consensus estimates of $1.17 by $0.05. The firm had revenue of $17.25 billion during the quarter, compared to analyst estimates of $16.84 billion. Cisco Systems had a net margin of 20.95% and a return on equity of 30.16%. The company’s revenue for the quarter was up 17.6% compared to the same quarter last year. During the same period in the prior year, the business earned $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. As a group, research analysts forecast that Cisco Systems, Inc. will post 4.09 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. This represents a $1.68 annualized dividend and a dividend yield of 1.5%. The ex-dividend date of this dividend is Friday, October 2nd. Cisco Systems’s dividend payout ratio is currently 50.30%.

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.