10,734 Shares in Cisco Systems, Inc. $CSCO Bought by Machina Capital S.A.S.

Machina Capital S.A.S. bought a new position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 10,734 shares of the network equipment provider’s stock, valued at approximately $1,155,000.

Several other hedge funds have also recently added to or reduced their stakes in the company. Halbert Hargrove Global Advisors LLC raised its holdings in shares of Cisco Systems by 142.5% in the 3rd quarter. Halbert Hargrove Global Advisors LLC now owns 257 shares of the network equipment provider’s stock valued at $28,000 after purchasing an additional 151 shares in the last quarter. Kings Path Partners LLC acquired a new position in Cisco Systems during the third quarter worth approximately $31,000. Blueline Advisors LLC purchased a new stake in Cisco Systems in the 3rd quarter valued at $32,000. GK Wealth Management LLC purchased a new stake in shares of Cisco Systems in the third quarter valued at about $37,000. Finally, Principia Wealth Advisory LLC increased its position in Cisco Systems by 43.7% in the 2nd quarter. Principia Wealth Advisory LLC now owns 398 shares of the network equipment provider’s stock valued at $47,000 after acquiring an additional 121 shares during the period. Institutional investors and hedge funds own 73.33% of the company’s stock.

Cisco Systems Trading Up 1.2%

Shares of Cisco Systems stock opened at $102.01 on Friday. Cisco Systems, Inc. has a 52-week low of $72.80 and a 52-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. The company’s 50-day simple moving average is $108.02 and its 200-day simple moving average is $102.13. The firm has a market cap of $402.18 billion, a price-to-earnings ratio of 30.54, a price-to-earnings-growth ratio of 2.07 and a beta of 1.01.

Cisco Systems (NASDAQ:CSCO) last posted its quarterly earnings results on Thursday, November 12th. The network equipment provider reported $1.40 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.33 by $0.07. Cisco Systems had a net margin of 20.95% and a return on equity of 30.16%. The firm had revenue of $18.52 billion during the quarter, compared to analysts’ expectations of $18.12 billion. During the same period in the prior year, the company posted $1.00 earnings per share. Cisco Systems has set its Q2 2027 guidance at 1.340-1.360 EPS and its FY 2027 guidance at 5.470-5.530 EPS. As a group, equities research analysts anticipate that Cisco Systems, Inc. will post 4.48 earnings per share for the current year.

Cisco Systems Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, January 20th. Stockholders of record on Monday, January 4th will be paid a dividend of $0.42 per share. This represents a $1.68 dividend on an annualized basis and a dividend yield of 1.6%. The ex-dividend date of this dividend is Monday, January 4th. Cisco Systems’s dividend payout ratio is 50.30%.

Insider Activity at Cisco Systems

In related news, EVP Thimaya Subaiya sold 312 shares of Cisco Systems stock in a transaction that occurred on Monday, September 14th. The stock was sold at an average price of $110.18, for a total value of $34,376.16. Following the sale, the executive vice president directly owned 127,661 shares in the company, valued at $14,065,688.98. The trade was a 0.24% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Oliver Tuszik sold 680 shares of Cisco Systems stock in a transaction that occurred on Monday, September 14th. The shares were sold at an average price of $110.18, for a total value of $74,922.40. Following the completion of the sale, the executive vice president owned 163,337 shares in the company, valued at approximately $17,996,470.66. This trade represents a 0.41% 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. Insiders sold a total of 6,824 shares of company stock valued at $759,392 over the last three months. Insiders own 0.01% of the company’s stock.

Analyst Ratings Changes

CSCO has been the subject of several analyst reports. Morgan Stanley downgraded Cisco Systems from an “overweight” rating to an “equal weight” rating and reduced their price objective for the company from $135.00 to $120.00 in a research note on Thursday, November 5th. UBS Group lifted their target price on Cisco Systems from $132.00 to $138.00 and gave the company a “buy” rating in a research note on Thursday, August 13th. Wells Fargo & Company boosted their target price on Cisco Systems from $130.00 to $150.00 and gave the company an “overweight” rating in a report on Thursday, August 13th. Zacks Research upgraded Cisco Systems from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, September 30th. Finally, Barclays increased their price target on Cisco Systems from $121.00 to $123.00 and gave the stock an “equal weight” rating in a report on Thursday, August 13th. Three research analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and eight have given a Hold rating to the stock. Based on data from MarketBeat, Cisco Systems currently has a consensus rating of “Moderate Buy” and an average target price of $129.14.

Recent Cisco Systems Headlines

Investors following CSCO have been watching these headlines:

• Positive Sentiment: Fiscal Q1 adjusted earnings were $1.40 per share versus the $1.33 consensus, while revenue of $18.52 billion topped the $18.12 billion estimate. The company also reported $4.55 billion in net income, and revenue and earnings growth reached their strongest pace in more than 15 years. Cisco stock jumps 5% on earnings and revenue beat
• Positive Sentiment: Management pointed to robust AI-networking demand, including data-center growth, as a major tailwind. Investors may see Cisco as benefiting from increased spending on the networking infrastructure needed for AI. Cisco Earnings, Revenue Top Estimates On AI Data Center Growth
• Neutral Sentiment: Despite the strong report and higher guidance, investors will be watching whether AI-related demand can translate into sustained growth and healthy margins, particularly after a rally that had raised expectations. Cisco rally faces a margin-and-valuation test

About Cisco Systems

Cisco Systems, Inc. develops networking, cybersecurity, collaboration and observability technologies for businesses, governments and other organizations. Its products include routers, switches, wireless systems and data center infrastructure, along with security software and services that help organizations connect and protect their networks. The company also provides collaboration tools through its Webex platform and observability capabilities through its software offerings, including technology from Splunk, which Cisco acquired in 2024.