FNY Investment Advisers LLC Invests $998,000 in Cisco Systems, Inc. $CSCO

FNY Investment Advisers LLC acquired a new stake in Cisco Systems, Inc. (NASDAQ:CSCO) in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 8,500 shares of the network equipment provider’s stock, valued at approximately $998,000.

A number of other institutional investors have also made changes to their positions in CSCO. Vanguard Group Inc. lifted its holdings in Cisco Systems by 1.0% in the 4th quarter. Vanguard Group Inc. now owns 398,943,293 shares of the network equipment provider’s stock worth $30,730,602,000 after buying an additional 4,049,893 shares in the last quarter. State Street Corp grew its stake in shares of Cisco Systems by 0.5% during the fourth quarter. State Street Corp now owns 195,521,161 shares of the network equipment provider’s stock valued at $15,060,995,000 after acquiring an additional 1,057,962 shares in the last quarter. Morgan Stanley increased its position in shares of Cisco Systems by 0.3% during the fourth quarter. Morgan Stanley now owns 75,326,258 shares of the network equipment provider’s stock worth $5,802,382,000 after acquiring an additional 206,352 shares during the last quarter. Invesco Ltd. lifted its stake in shares of Cisco Systems by 11.6% in the fourth quarter. Invesco Ltd. now owns 59,836,782 shares of the network equipment provider’s stock worth $4,609,227,000 after acquiring an additional 6,224,062 shares in the last quarter. Finally, Norges Bank acquired a new position in shares of Cisco Systems in the fourth quarter worth about $4,473,272,000. 73.33% of the stock is owned by institutional investors and hedge funds.

Cisco Systems Stock Down 0.5%

CSCO stock opened at $120.88 on Friday. The firm has a market cap of $476.44 billion, a price-to-earnings ratio of 39.25, a PEG ratio of 2.74 and a beta of 1.02. Cisco Systems, Inc. has a 1-year low of $65.75 and a 1-year high of $130.37. The firm has a fifty day moving average price of $117.72 and a two-hundred day moving average price of $97.37. The company has a debt-to-equity ratio of 0.40, a current ratio of 0.92 and a quick ratio of 0.81.

Cisco Systems (NASDAQ:CSCO) last posted its quarterly earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.03 by $0.03. Cisco Systems had a net margin of 20.14% and a return on equity of 28.44%. The company had revenue of $15.84 billion for the quarter, compared to the consensus estimate of $15.56 billion. During the same period last year, the firm posted $0.96 EPS. The company’s revenue for the quarter was up 12.0% on a year-over-year basis. 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. Research analysts predict that Cisco Systems, Inc. will post 3.54 EPS for the current year.

Cisco Systems Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, July 22nd. Stockholders of record on Monday, July 6th were given a dividend of $0.42 per share. This represents a $1.68 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date was Monday, July 6th. Cisco Systems’s dividend payout ratio is presently 54.55%.

Key Cisco Systems News

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

• Positive Sentiment: Analysts expect continued strength in AI infrastructure demand, supported by checks with hyperscale cloud and “neocloud” customers. UBS believes Cisco could exceed consensus revenue and earnings estimates for the July quarter as AI networking orders and campus-networking spending remain resilient. Cisco Systems to report amid expectations of continued AI infrastructure strength
• Positive Sentiment: Recent coverage highlights Cisco’s potential to participate in the AI networking boom through demand for high-speed connectivity, data-center infrastructure and related networking products. The company has been one of the Dow Jones’ strongest performers this year, reflecting optimism about its AI growth trajectory. Can Cisco Systems Lead the AI Networking Boom?
• Positive Sentiment: Cisco is participating in Chainguard’s Athena Coalition alongside major technology and financial companies to help automate the remediation of open-source software vulnerabilities. The initiative reinforces Cisco’s cybersecurity ecosystem exposure, though it is unlikely to have an immediate material effect on revenue. Apiiro Joins Chainguard’s Athena Coalition
• Neutral Sentiment: Cisco’s August 12 earnings announcement is the next major catalyst. Investor focus will be on AI-related orders, product demand, margins and management’s outlook after the company previously reported revenue growth and an earnings beat. Cisco Schedules Conference Call for Q4 Fiscal Year 2026 Financial Results
• Negative Sentiment: Zacks Research downgraded CSCO from “strong buy” to “hold,” potentially pressuring the shares after their substantial yearly advance. Broader networking-stock commentary also points to cautious IT spending, higher costs and deployment delays as risks to near-term results. What’s in Store for These Networking Stocks This Earnings Season?

Wall Street Analyst Weigh In

Several equities research analysts have issued reports on CSCO shares. Evercore lifted their price objective on Cisco Systems from $110.00 to $150.00 and gave the stock an “outperform” rating in a report on Thursday, May 14th. BNP Paribas Exane lifted their price target on shares of Cisco Systems from $87.00 to $132.00 and gave the stock an “outperform” rating in a research note on Thursday, May 14th. Argus increased their price objective on shares of Cisco Systems from $100.00 to $150.00 and gave the company a “buy” rating in a research note on Tuesday, May 19th. Citic Securities upped their target price on shares of Cisco Systems from $90.00 to $130.00 in a research note on Friday, May 15th. Finally, Wells Fargo & Company lifted their price target on Cisco Systems from $95.00 to $130.00 and gave the stock an “overweight” rating in a research note on Thursday, May 14th. Two equities research analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and seven have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $123.14.

Insiders Place Their Bets

In related news, insider Jeetendra I. Patel sold 7,169 shares of the business’s stock in a transaction that occurred on Friday, May 15th. The stock was sold at an average price of $117.28, for a total transaction of $840,780.32. Following the completion of the transaction, the insider owned 246,737 shares in the company, valued at $28,937,315.36. The trade was a 2.82% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Thimaya K. Subaiya sold 7,127 shares of the stock in a transaction on Tuesday, June 16th. The stock was sold at an average price of $119.91, for a total value of $854,598.57. Following the completion of the sale, the executive vice president directly owned 140,857 shares in the company, valued at $16,890,162.87. This represents a 4.82% 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. In the last quarter, insiders have sold 47,650 shares of company stock worth $5,668,823. 0.01% of the stock is currently owned by insiders.

About Cisco Systems

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.