Cisco Systems, Inc. $CSCO Shares Sold by CGN Advisors LLC

CGN Advisors LLC cut its stake in Cisco Systems, Inc. (NASDAQ:CSCO) by 30.8% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 29,900 shares of the network equipment provider’s stock after selling 13,327 shares during the quarter. CGN Advisors LLC’s holdings in Cisco Systems were worth $3,512,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently modified their holdings of the stock. MidAtlantic Capital Management Inc. purchased a new stake in shares of Cisco Systems during the 4th quarter valued at about $25,000. Intesa Sanpaolo Wealth Management purchased a new position in Cisco Systems in the 4th quarter worth approximately $25,000. Networth Advisors LLC grew its position in Cisco Systems by 276.4% in the first quarter. Networth Advisors LLC now owns 335 shares of the network equipment provider’s stock valued at $26,000 after acquiring an additional 246 shares in the last quarter. Financial Life Planners acquired a new position in shares of Cisco Systems during the first quarter worth $27,000. Finally, Manning & Napier Advisors LLC grew its holdings in Cisco Systems by 137.0% during the 1st quarter. Manning & Napier Advisors LLC now owns 346 shares of the network equipment provider’s stock valued at $27,000 after purchasing an additional 200 shares in the last quarter. Hedge funds and other institutional investors own 73.33% of the company’s stock.

Insider Transactions at Cisco Systems

In related news, EVP Thimaya K. Subaiya sold 7,127 shares of Cisco Systems stock in a transaction dated Tuesday, June 16th. The shares were sold at an average price of $119.91, for a total transaction of $854,598.57. Following the sale, the executive vice president directly owned 140,857 shares in the company, valued at $16,890,162.87. The trade was a 4.82% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Deborah L. Stahlkopf sold 6,586 shares of the business’s stock in a transaction dated Friday, May 15th. The stock was sold at an average price of $117.31, for a total transaction of $772,603.66. Following the sale, the executive vice president owned 177,223 shares in the company, valued at $20,790,030.13. This trade represents a 3.58% 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 47,650 shares of company stock worth $5,668,823 over the last quarter. Insiders own 0.01% of the company’s stock.

Analysts Set New Price Targets

A number of research firms have weighed in on CSCO. Wells Fargo & Company upped their price objective on shares of Cisco Systems from $95.00 to $130.00 and gave the company an “overweight” rating in a research report on Thursday, May 14th. HSBC upgraded Cisco Systems from a “hold” rating to a “buy” rating and boosted their price target for the stock from $77.00 to $137.00 in a research note on Friday, May 15th. Piper Sandler raised their price objective on Cisco Systems from $86.00 to $132.00 and gave the company a “neutral” rating in a research note on Thursday, May 14th. Citigroup lifted their price objective on Cisco Systems from $90.00 to $112.00 and gave the stock a “buy” rating in a report on Thursday, May 14th. Finally, Bank of America increased their target price on Cisco Systems from $135.00 to $150.00 and gave the company a “buy” rating in a research note on Monday, June 8th. Three research analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and six have given a Hold rating to the stock. Based on data from MarketBeat, Cisco Systems presently has an average rating of “Moderate Buy” and a consensus price target of $123.14.

Key Headlines Impacting Cisco Systems

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

• Positive Sentiment: UBS expects Q4 upside: Industry checks indicate Cisco could deliver revenue and EPS above consensus, reinforcing expectations for another solid quarter. Cisco Likely to Deliver Q4 Revenue, EPS Upside, UBS Says
• Positive Sentiment: AI and networking momentum: Rising demand for AI infrastructure and networking equipment is supporting optimism that Cisco’s upcoming results and outlook will remain strong. Dear Cisco Stock Fans, Earnings Are Just Around the Corner
• Positive Sentiment: Analysts remain broadly bullish: Cisco has outperformed the broader market over the past year, while Wall Street commentary—including a bullish stance from Bank of America ahead of earnings—continues to support the shares. Are Wall Street Analysts Predicting Cisco Systems Stock Will Climb or Sink?
• Positive Sentiment: Technical strength: Cisco has held up relatively well during the AI-related technology selloff and is trading near its highs ahead of earnings, suggesting continued investor demand. 5 Tech Stocks Holding Their Ground Through the AI Trade Pullback
• Neutral Sentiment: Cisco participated in a seven-company virtual power-purchase agreement tied to a 180-megawatt Texas solar facility. The project supports Cisco’s sustainability goals but is unlikely to materially affect near-term earnings. SR Inc Net Zero Consortium for Buyers
• Neutral Sentiment: Cisco joined the Chainguard-led Athena Coalition to address open-source software vulnerabilities alongside other technology companies. The move may strengthen its security ecosystem, although no immediate financial impact was disclosed. Apiiro Joins Chainguard’s Athena Coalition
• Negative Sentiment: Valuation limits upside: Analysts note that Cisco’s strong multiyear performance has pushed the stock near estimated intrinsic value. With shares trading at a premium cash-flow valuation, further gains may depend on earnings and guidance exceeding already-positive expectations. Cisco Stock May Trade at a Cash Flow Premium While Earnings Look Fair

Cisco Systems Stock Performance

CSCO stock opened at $121.74 on Wednesday. Cisco Systems, Inc. has a 1 year low of $65.75 and a 1 year high of $130.37. The stock has a market capitalization of $479.83 billion, a price-to-earnings ratio of 39.53, a PEG ratio of 2.61 and a beta of 1.02. The company has a debt-to-equity ratio of 0.40, a quick ratio of 0.81 and a current ratio of 0.92. The stock’s fifty day moving average is $117.64 and its two-hundred day moving average is $96.73.

Cisco Systems (NASDAQ:CSCO) last released its quarterly earnings data on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share for the quarter, topping analysts’ consensus estimates of $1.03 by $0.03. The business had revenue of $15.84 billion for the quarter, compared to analysts’ expectations of $15.56 billion. Cisco Systems had a net margin of 20.14% and a return on equity of 28.44%. The company’s revenue for the quarter was up 12.0% compared to the same quarter last year. During the same quarter last year, the company earned $0.96 EPS. Cisco Systems has set its Q4 2026 guidance at 1.160-1.180 EPS and its FY 2026 guidance at 4.270-4.290 EPS. On average, research analysts predict that Cisco Systems, Inc. will post 3.54 EPS for the current year.

Cisco Systems Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, July 22nd. Investors of record on Monday, July 6th were issued a $0.42 dividend. This represents a $1.68 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date of this dividend was Monday, July 6th. Cisco Systems’s dividend payout ratio is 54.55%.

Cisco Systems Company Profile

Cisco Systems, Inc is a global technology company that designs, manufactures and sells networking hardware, software and telecommunications equipment. Its core business focuses on enabling enterprise and service-provider networks through products such as routers, switches, network security appliances and wireless systems. Over time Cisco has broadened its portfolio to emphasize software-defined networking, cybersecurity, cloud infrastructure and edge computing solutions that help organizations build and manage modern IT environments.

In addition to hardware, Cisco offers a growing range of software platforms and subscription services for network management, security, analytics and collaboration.