Cisco Systems, Inc. $CSCO Stock Sold by InvesTrust

InvesTrust lessened its stake in Cisco Systems, Inc. (NASDAQ:CSCO) by 15.5% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 37,921 shares of the network equipment provider’s stock after selling 6,958 shares during the quarter. Cisco Systems accounts for 1.5% of InvesTrust’s investment portfolio, making the stock its 21st largest position. InvesTrust’s holdings in Cisco Systems were worth $4,081,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also recently made changes to their positions in the stock. Bridgewater Advisors Inc. purchased a new position in shares of Cisco Systems during the 2nd quarter worth $6,442,000. Beacon Pointe Advisors LLC purchased a new stake in shares of Cisco Systems in the second quarter valued at $60,009,000. Western Wealth Management LLC grew its position in shares of 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 valued at $5,926,000 after purchasing an additional 28,792 shares during the period. ABN AMRO Bank N.V. purchased a new stake in shares of Cisco Systems in the second quarter valued at $19,114,000. Finally, USS Investment Management Ltd increased its stake in Cisco Systems by 1.8% in the first quarter. USS Investment Management Ltd now owns 686,466 shares of the network equipment provider’s stock valued at $53,253,000 after purchasing an additional 12,251 shares during the last quarter. Institutional investors and hedge funds own 73.33% of the company’s stock.

Insiders Place Their Bets

In other news, EVP Oliver Tuszik sold 2,760 shares of the business’s stock in a transaction dated Friday, August 14th. The stock was sold at an average price of $112.46, for a total transaction of $310,389.60. Following the completion of the sale, the executive vice president owned 165,276 shares in the company, valued at approximately $18,586,938.96. The trade was a 1.64% decrease in their position. The sale 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, CEO Charles Robbins sold 21,628 shares of the stock in a transaction that occurred on Friday, August 14th. The stock was sold at an average price of $111.54, for a total transaction of $2,412,387.12. Following the sale, the chief executive officer directly owned 602,710 shares of the company’s stock, valued at approximately $67,226,273.40. This trade represents a 3.46% 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. Over the last ninety days, insiders sold 44,869 shares of company stock worth $5,005,620. 0.01% of the stock is owned by insiders.

Cisco Systems News Roundup

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

• Positive Sentiment: Cisco reported 17.6% year-over-year sales growth for the quarter ended July 2026, its fastest quarterly growth in roughly a decade. The result reinforces the potential benefit from AI infrastructure spending, networking upgrades and cybersecurity demand. How Rare Is Cisco’s Record Sales Growth?
• Positive Sentiment: An investment article identified Cisco as a potential value opportunity in an expensive broader market, which may support interest from investors seeking established businesses with durable cash flows and shareholder returns. Cisco Stock And 2 Value Plays For An Overvalued Market
• Positive Sentiment: Cisco was highlighted among companies that reward long-term investors through reliable dividends, supporting the stock’s appeal to income-oriented shareholders. Procter & Gamble Has Raised Its Dividend for 70 Years
• Neutral Sentiment: Cisco confirmed a multimillion-dollar donation to the planned White House ballroom. The contribution does not change operating fundamentals but could attract political or reputational scrutiny. Nvidia and Cisco confirm multimillion-dollar donations
• Neutral Sentiment: Fiscal-2026 net income rose 30% to $13.3 billion, but operating cash flow remained near $14.2 billion. Unrealized investment gains boosted earnings without producing operating cash, leaving investors focused on whether AI and cybersecurity growth can translate into sustained cash generation. Cisco Earnings Recovery and Cash Growth
• Negative Sentiment: Recent coverage attributed Cisco’s underperformance to valuation concerns and profit-taking. GuruFocus also characterized the shares as still overvalued, which may be limiting upside after the stock’s strong run toward its 52-week high. Cisco Shares Fall; GF Value Says Still Overvalued

Analyst Upgrades and Downgrades

Several research firms recently weighed in on CSCO. Wells Fargo & Company increased their target price on Cisco Systems from $130.00 to $150.00 and gave the stock an “overweight” rating in a research report on Thursday, August 13th. Weiss Ratings reissued a “buy (b)” rating on shares of Cisco Systems in a research note on Wednesday, August 26th. Truist Financial lifted their price target on Cisco Systems from $125.00 to $140.00 and gave the company a “buy” rating in a report on Thursday, August 13th. Rosenblatt Securities lifted their price target on Cisco Systems from $150.00 to $165.00 and gave the company a “buy” rating in a report on Thursday, August 13th. Finally, Barclays upped their price objective on shares of Cisco Systems from $121.00 to $123.00 and gave the company an “equal weight” rating in a research note on Thursday, August 13th. Three analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and seven have assigned a Hold rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $128.52.

Cisco Systems Stock Performance

NASDAQ:CSCO opened at $109.85 on Friday. The company has a market cap of $433.09 billion, a P/E ratio of 32.89, a P/E/G ratio of 2.37 and a beta of 0.99. The firm’s 50 day moving average is $111.66 and its two-hundred day moving average is $108.88. Cisco Systems, Inc. has a fifty-two week low of $68.57 and a fifty-two week high of $130.37. 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 quarterly earnings data on Wednesday, August 12th. The network equipment provider reported $1.22 earnings per share (EPS) 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 company had revenue of $17.25 billion during the quarter, compared to analysts’ expectations of $16.84 billion. During the same period in the previous year, the company earned $0.99 EPS. The business’s quarterly revenue was up 17.6% compared to the same quarter last year. 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. Analysts expect that Cisco Systems, Inc. will post 4.42 EPS for the current year.

Cisco Systems Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, October 21st. Investors of record on Friday, October 2nd will be issued a $0.42 dividend. The ex-dividend date is Friday, October 2nd. This represents a $1.68 dividend on an annualized basis and a yield of 1.5%. Cisco Systems’s dividend payout ratio (DPR) is presently 50.30%.

About Cisco Systems

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.