Cisco Systems, Inc. $CSCO Shares Acquired by Diversified Trust Co

Diversified Trust Co lifted its holdings in Cisco Systems, Inc. (NASDAQ:CSCO) by 8.6% in the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 91,062 shares of the network equipment provider’s stock after purchasing an additional 7,185 shares during the period. Diversified Trust Co’s holdings in Cisco Systems were worth $9,801,000 at the end of the most recent reporting period.

Other large investors have also recently added to or reduced their stakes in the company. Halbert Hargrove Global Advisors LLC boosted its position in 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 buying an additional 151 shares during the period. Kings Path Partners LLC acquired a new position in shares of Cisco Systems in the third quarter worth $31,000. Blueline Advisors LLC acquired a new position in shares of Cisco Systems in the third quarter worth $32,000. GK Wealth Management LLC purchased a new stake in shares of Cisco Systems during the third quarter worth $37,000. Finally, Principia Wealth Advisory LLC increased its position in shares of Cisco Systems by 43.7% during the second quarter. Principia Wealth Advisory LLC now owns 398 shares of the network equipment provider’s stock worth $47,000 after acquiring an additional 121 shares during the period. 73.33% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several brokerages have recently issued reports on CSCO. Freedom Capital upgraded Cisco Systems from a “hold” rating to a “strong-buy” rating in a research note on Sunday, August 16th. Deutsche Bank initiated coverage on Cisco Systems in a research note on Tuesday, September 1st. They set a “buy” rating and a $135.00 target price for the company. Truist Financial cut their price target on Cisco Systems from $140.00 to $127.00 and set a “buy” rating on the stock in a report on Friday. Weiss Ratings restated a “buy (b)” rating on shares of Cisco Systems in a report on Wednesday, August 26th. Finally, Citigroup reduced their price target on Cisco Systems from $139.00 to $120.00 and set a “buy” rating on the stock in a research report on Friday. Three equities research analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and eight have assigned a Hold rating to the company. Based on data from MarketBeat, Cisco Systems has a consensus rating of “Moderate Buy” and a consensus target price of $125.64.

Cisco Systems Price Performance

Cisco Systems stock opened at $95.64 on Friday. The company has a current ratio of 0.93, a quick ratio of 0.79 and a debt-to-equity ratio of 0.39. The company has a fifty day simple moving average of $107.76 and a 200-day simple moving average of $102.21. The stock has a market cap of $377.07 billion, a P/E ratio of 25.44, a price-to-earnings-growth ratio of 2.09 and a beta of 1.01. Cisco Systems, Inc. has a 12-month low of $72.80 and a 12-month high of $130.37.

Cisco Systems (NASDAQ:CSCO) last posted its earnings results on Thursday, November 12th. The network equipment provider reported $1.40 EPS for the quarter, beating the consensus estimate of $1.33 by $0.07. Cisco Systems had a return on equity of 33.06% and a net margin of 22.34%. The firm had revenue of $18.52 billion for the quarter, compared to analyst estimates of $18.12 billion. During the same quarter 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. Equities analysts expect that Cisco Systems, Inc. will post 4.48 EPS for the current fiscal year.

Cisco Systems Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, January 20th. Stockholders of record on Monday, January 4th will be given a dividend of $0.42 per share. This represents a $1.68 annualized dividend and a dividend yield of 1.8%. The ex-dividend date of this dividend is Monday, January 4th. Cisco Systems’s dividend payout ratio is currently 50.30%.

Insider Activity

In other news, EVP Thimaya Subaiya sold 5,832 shares of the stock in a transaction dated Wednesday, August 19th. The stock was sold at an average price of $111.47, for a total value of $650,093.04. Following the transaction, the executive vice president owned 128,382 shares in the company, valued at approximately $14,310,741.54. This represents a 4.35% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Oliver Tuszik sold 680 shares of the firm’s stock in a transaction dated Monday, September 14th. The stock was sold at an average price of $110.18, for a total value of $74,922.40. Following the sale, the executive vice president directly owned 163,337 shares in the company, valued at $17,996,470.66. This trade represents a 0.41% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders have sold 6,824 shares of company stock valued at $759,392. Insiders own 0.01% of the company’s stock.

Cisco Systems News Roundup

These are some of the CSCO news items that stood out recently:

• Positive Sentiment: Cisco reported revenue of $18.5 billion and adjusted EPS of $1.40, beating estimates. It raised fiscal 2027 revenue guidance to $74.8–$75.8 billion and EPS guidance to $5.47–$5.53, and lifted its AI revenue target to $9 billion. Strong AI-infrastructure and networking demand underpin the outlook. Reuters: Cisco raises annual revenue forecast
• Positive Sentiment: Management characterized the sequential decline in its second-quarter revenue outlook as seasonal rather than a sign of weakening demand, and emphasized the company’s profitability. Cisco CEO comments on guidance and profitability
• Neutral Sentiment: Several analysts lowered price targets after the results, but kept positive or neutral ratings. Citigroup cut its target to $120 and Wells Fargo to $130, both retaining Buy or Overweight; other firms also trimmed targets. The revisions reflect caution about near-term execution, even as analysts see potential upside. Benzinga: Analyst cuts Cisco price target

Cisco Systems Profile

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.