Cisco Systems, Inc. $CSCO Shares Newly Acquired by Sawyer & Company Inc

Sawyer & Company Inc acquired a new position in Cisco Systems, Inc. (NASDAQ:CSCO) during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired 49,392 shares of the network equipment provider’s stock, valued at approximately $5,316,000. Cisco Systems accounts for approximately 1.8% of Sawyer & Company Inc’s holdings, making the stock its 17th biggest holding.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Quadrant Capital Group LLC lifted its stake in shares of Cisco Systems by 1.2% during the 3rd quarter. Quadrant Capital Group LLC now owns 120,617 shares of the network equipment provider’s stock valued at $13,879,000 after buying an additional 1,477 shares in the last quarter. Benchmark Financial Wealth Advisors LLC increased its stake in Cisco Systems by 2.8% in the 3rd quarter. Benchmark Financial Wealth Advisors LLC now owns 12,219 shares of the network equipment provider’s stock worth $1,315,000 after buying an additional 338 shares in the last quarter. Cushing Capital Partners LLC increased its stake in Cisco Systems by 12.0% in the 3rd quarter. Cushing Capital Partners LLC now owns 8,173 shares of the network equipment provider’s stock worth $880,000 after buying an additional 875 shares in the last quarter. Uncommon Cents Investing Inc raised its holdings in Cisco Systems by 0.6% during the third quarter. Uncommon Cents Investing Inc now owns 68,247 shares of the network equipment provider’s stock valued at $7,345,000 after acquiring an additional 393 shares during the period. Finally, Integrated Advisors Network LLC raised its holdings in Cisco Systems by 9.5% during the third quarter. Integrated Advisors Network LLC now owns 75,223 shares of the network equipment provider’s stock valued at $8,096,000 after acquiring an additional 6,522 shares during the period. 73.33% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several equities analysts have recently commented on the company. Truist Financial boosted their price objective on Cisco Systems from $125.00 to $140.00 and gave the company a “buy” rating in a research report on Thursday, August 13th. Piper Sandler cut their target price on Cisco Systems from $132.00 to $125.00 and set a “neutral” rating for the company in a research report on Tuesday, September 22nd. Sanford C. Bernstein started coverage on Cisco Systems in a research note on Wednesday, September 30th. They set a “market perform” rating and a $110.00 target price on the stock. Wall Street Zen raised Cisco Systems from a “hold” rating to a “buy” rating in a report on Sunday, October 11th. Finally, UBS Group upped their price target on Cisco Systems from $132.00 to $138.00 and gave the stock a “buy” rating in a research note on Thursday, August 13th. Three equities research analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and seven have assigned a Hold rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $128.52.

Trending Headlines about Cisco Systems

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

• Positive Sentiment: Cisco unveiled AI networking platforms based on its Silicon One P200, G300 and G302 chips, supporting up to 102.4 terabits per second, alongside 1.6T optical modules, liquid cooling and a planned optical-module collaboration with NVIDIA, TE Connectivity and Amphenol. The products strengthen Cisco’s position in high-density data-center infrastructure. Cisco Systems Unveiled 102.4T AI Networking Platforms
• Positive Sentiment: Analysts and strategists remain optimistic that the AI buildout has several years to run. Cisco is viewed as a “picks-and-shovels” beneficiary because AI spending also drives demand for networking, power, cooling and security equipment. Strategist Tom Lee says he’s buying the AI stock dip
• Positive Sentiment: Cisco’s Splunk observability business could benefit as companies seek to control unpredictable AI-agent usage, telemetry expenses and model bills. Monitoring and cost-management needs may support recurring software demand beyond hardware sales. Splunk State of Observability 2026
• Neutral Sentiment: Recent commentary describes Cisco as cash-rich and positioned to benefit from resilient networking demand, while the company approaches results with guidance for roughly 21% revenue growth and 33% EPS growth. Investors will look for confirmation that AI orders are translating into sustainable earnings. Cisco earnings preview
• Negative Sentiment: Arista Networks remains a formidable rival in modern AI data-center networking. Although both companies have reported strong AI-related results, investors are weighing whether Cisco’s broader, legacy enterprise exposure could produce slower growth or lower margins than Arista’s more focused business. Arista Networks vs. Cisco Systems

Cisco Systems Price Performance

Shares of CSCO traded up $0.43 during midday trading on Wednesday, hitting $107.14. 3,988,070 shares of the company traded hands, compared to its average volume of 22,093,438. The firm has a 50 day moving average of $110.78 and a 200-day moving average of $109.50. Cisco Systems, Inc. has a 52 week low of $69.85 and a 52 week high of $130.37. The stock has a market cap of $422.40 billion, a price-to-earnings ratio of 32.05, a PEG ratio of 2.22 and a beta of 0.99. The company has a debt-to-equity ratio of 0.39, a quick ratio of 0.79 and a current ratio of 0.93.

Cisco Systems (NASDAQ:CSCO) last issued 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. 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 last year, the business posted $0.99 earnings per share. 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. On average, analysts forecast that Cisco Systems, Inc. will post 4.42 EPS for the current fiscal year.

Cisco Systems Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Wednesday, October 21st. Shareholders of record on Friday, October 2nd will be issued a dividend of $0.42 per share. This represents a $1.68 annualized dividend and a yield of 1.6%. The ex-dividend date is Friday, October 2nd. Cisco Systems’s dividend payout ratio (DPR) is currently 50.30%.

Insider Buying and Selling at Cisco Systems

In other Cisco Systems news, EVP Thimaya Subaiya sold 5,832 shares of Cisco Systems stock in a transaction that occurred on Wednesday, August 19th. The stock was sold at an average price of $111.47, for a total value of $650,093.04. Following the sale, the executive vice president owned 128,382 shares of the company’s stock, valued at $14,310,741.54. The trade was a 4.35% decrease in their position. 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, EVP Deborah Stahlkopf sold 6,487 shares of the company’s stock in a transaction that occurred on Friday, August 14th. The stock was sold at an average price of $111.53, for a total value of $723,495.11. Following the sale, the executive vice president directly owned 167,116 shares in the company, valued at $18,638,447.48. This trade represents a 3.74% 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 44,869 shares of company stock worth $5,005,620 over the last three months. 0.01% of the stock is owned by company insiders.

About Cisco Systems

Cisco Systems, Inc is a global technology company that develops networking, cybersecurity, collaboration and observability solutions for businesses, government organizations and service providers. Its offerings include routers, switches, wireless networking equipment, data-center infrastructure, security software and services, as well as technologies that support cloud and hybrid IT environments.

The company also provides collaboration tools through its Webex portfolio, cloud-managed networking through Cisco Meraki and security and observability capabilities that include technologies from Splunk, which Cisco acquired in 2024.