Cisco Systems, Inc. $CSCO Stock Position Increased by CX Institutional

CX Institutional raised its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 38.1% in the 3rd quarter, Holdings Channel reports. The firm owned 183,029 shares of the network equipment provider’s stock after acquiring an additional 50,477 shares during the period. CX Institutional’s holdings in Cisco Systems were worth $19,699,000 at the end of the most recent reporting period.

Several other large investors have also recently made changes to their positions in CSCO. Versant Capital Management Inc increased its stake in Cisco Systems by 43.7% during the third quarter. Versant Capital Management Inc now owns 33,365 shares of the network equipment provider’s stock worth $3,591,000 after acquiring an additional 10,146 shares during the last quarter. QRG Capital Management Inc. lifted its stake in shares of Cisco Systems by 8.4% in the 2nd quarter. QRG Capital Management Inc. now owns 726,999 shares of the network equipment provider’s stock valued at $86,704,000 after purchasing an additional 56,088 shares during the last quarter. Envestnet Portfolio Solutions Inc. boosted its holdings in shares of Cisco Systems by 24.6% in the 2nd quarter. Envestnet Portfolio Solutions Inc. now owns 363,506 shares of the network equipment provider’s stock worth $47,287,000 after purchasing an additional 71,774 shares during the period. Envestnet Asset Management Inc. increased its position in shares of Cisco Systems by 6.4% during the 2nd quarter. Envestnet Asset Management Inc. now owns 10,702,020 shares of the network equipment provider’s stock valued at $1,320,657,000 after purchasing an additional 644,534 shares during the last quarter. Finally, State Street Corp increased its position in shares of Cisco Systems by 7.0% during the 2nd quarter. State Street Corp now owns 207,106,569 shares of the network equipment provider’s stock valued at $25,278,492,000 after purchasing an additional 13,512,872 shares during the last quarter. 73.33% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

A number of analysts recently issued reports on the company. Sanford C. Bernstein assumed coverage on Cisco Systems in a research report on Wednesday. They issued a “market perform” rating and a $110.00 price target for the company. Weiss Ratings reissued a “buy (b)” rating on shares of Cisco Systems in a research note on Wednesday, August 26th. UBS Group lifted their price target on shares of Cisco Systems from $132.00 to $138.00 and gave the stock a “buy” rating in a research note on Thursday, August 13th. Wells Fargo & Company upped their price target on shares of Cisco Systems from $130.00 to $150.00 and gave the company an “overweight” rating in a report on Thursday, August 13th. Finally, Morgan Stanley raised their price objective on shares of Cisco Systems from $130.00 to $135.00 and gave the stock an “overweight” rating in a research note on Thursday, August 13th. Three analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and seven have given a Hold rating to the company. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $128.52.

Cisco Systems Trading Up 3.2%

Cisco Systems stock traded up $3.44 during trading hours on Friday, hitting $112.20. The company had a trading volume of 16,481,890 shares, compared to its average volume of 22,600,686. 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 firm has a market cap of $442.36 billion, a P/E ratio of 33.59, a P/E/G ratio of 2.25 and a beta of 0.99. The company has a 50-day moving average price of $112.04 and a two-hundred day moving average price of $106.40. Cisco Systems, Inc. has a 1 year low of $66.81 and a 1 year high of $130.37.

Cisco Systems (NASDAQ:CSCO) last announced its quarterly earnings results 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 firm 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 business earned $0.99 earnings per share. Cisco Systems’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. On average, sell-side analysts anticipate that Cisco Systems, Inc. will post 4.41 earnings per share for the current year.

Cisco Systems Announces Dividend

The company also recently declared 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 of this dividend is Friday, October 2nd. This represents a $1.68 dividend on an annualized basis and a dividend yield of 1.5%. Cisco Systems’s dividend payout ratio is presently 50.30%.

Insider Activity

In related news, EVP Oliver Tuszik sold 2,760 shares of Cisco Systems stock in a transaction dated Friday, August 14th. The stock was sold at an average price of $112.46, for a total value of $310,389.60. Following the completion of the sale, the executive vice president directly owned 165,276 shares in the company, valued at $18,586,938.96. The trade was a 1.64% decrease in their ownership of the stock. The transaction was disclosed in a legal 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, insider Jeetendra Patel sold 7,170 shares of the company’s stock in a transaction dated Friday, August 14th. The stock was sold at an average price of $111.57, for a total transaction of $799,956.90. Following the completion of the sale, the insider directly owned 230,593 shares of the company’s stock, valued at approximately $25,727,261.01. This trade represents a 3.02% 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 have sold 44,869 shares of company stock valued at $5,005,620. Company insiders own 0.01% of the company’s stock.

More Cisco Systems News

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

• Positive Sentiment: Zacks Research upgraded Cisco Systems from “hold” to “strong buy,” providing a notable near-term sentiment boost. Investors Heavily Search Cisco Systems
• Positive Sentiment: Cisco is scheduled to distribute approximately $1.66 billion in dividends on October 21. The payout reinforces the company’s shareholder-return appeal and may support demand for the stock. Cisco Dividend Payouts
• Positive Sentiment: Cisco’s AI infrastructure momentum remains a key catalyst: product orders increased 35% year over year in fiscal fourth-quarter 2026, while AI infrastructure orders reportedly exceeded Wall Street expectations. The company also announced a sovereign AI infrastructure partnership with Bell Canada, potentially expanding its networking, security and observability products in regulated markets. Bell Cisco Sovereign AI Pact
• Positive Sentiment: The industrial-control-system security market is projected to grow at a 16.5% annual rate through 2031, creating a favorable backdrop for Cisco’s cybersecurity business. Industrial Control System Security Market Forecast
• Neutral Sentiment: Bernstein initiated coverage with a “market perform” rating, suggesting balanced expectations despite Cisco’s AI opportunity. Bernstein Cisco Coverage
• Negative Sentiment: Piper Sandler lowered its price target to $125, indicating reduced upside expectations. Management’s cautious fiscal 2027 AI revenue outlook and the fact that AI represented only about 6% of fiscal 2026 revenue also highlight execution and valuation risks. Piper Sandler Cisco Price Target

Cisco Systems Company Profile

Cisco Systems, Inc is a global technology company that develops networking, cybersecurity, collaboration, observability and data center solutions. Its products and services help businesses, governments, educational institutions and other organizations connect users and devices, manage infrastructure, protect digital environments and support cloud-based operations.

Cisco’s portfolio includes routers and switches, wireless networking equipment, network management software, firewalls, identity and access tools, endpoint security products, collaboration applications and observability platforms.