Cisco Systems, Inc. $CSCO Shares Acquired by Tema ETFs LLC

Tema ETFs LLC grew its holdings in Cisco Systems, Inc. (NASDAQ:CSCO) by 10.7% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 85,868 shares of the network equipment provider’s stock after acquiring an additional 8,265 shares during the period. Tema ETFs LLC’s holdings in Cisco Systems were worth $10,086,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in the business. World Investment Advisors lifted its holdings in Cisco Systems by 15.4% in the fourth quarter. World Investment Advisors now owns 198,549 shares of the network equipment provider’s stock valued at $13,905,000 after acquiring an additional 26,455 shares during the period. WCG Wealth Advisors LLC grew its stake in shares of Cisco Systems by 101.8% during the 4th quarter. WCG Wealth Advisors LLC now owns 107,306 shares of the network equipment provider’s stock worth $8,266,000 after purchasing an additional 54,141 shares during the period. Vise Technologies Inc. lifted its stake in shares of Cisco Systems by 47.1% in the 4th quarter. Vise Technologies Inc. now owns 200,341 shares of the network equipment provider’s stock valued at $15,432,000 after purchasing an additional 64,144 shares during the period. Western Wealth Management LLC boosted its holdings in Cisco Systems by 60.5% during the first quarter. Western Wealth Management LLC now owns 76,372 shares of the network equipment provider’s stock worth $5,926,000 after buying an additional 28,792 shares in the last quarter. Finally, Truist Financial Corp grew its position in Cisco Systems by 6.8% during the fourth quarter. Truist Financial Corp now owns 4,311,098 shares of the network equipment provider’s stock valued at $332,084,000 after buying an additional 275,456 shares during the period. Hedge funds and other institutional investors own 73.33% of the company’s stock.

Cisco Systems Price Performance

Cisco Systems stock opened at $120.46 on Wednesday. The company has a fifty day simple moving average of $117.61 and a 200-day simple moving average of $98.38. The firm has a market capitalization of $474.79 billion, a price-to-earnings ratio of 39.11, a PEG ratio of 2.76 and a beta of 1.02. The company has a quick ratio of 0.81, a current ratio of 0.92 and a debt-to-equity ratio of 0.40. Cisco Systems, Inc. has a 52-week low of $65.75 and a 52-week high of $130.37.

Cisco Systems (NASDAQ:CSCO) last posted its quarterly earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share for the quarter, topping the consensus estimate of $1.03 by $0.03. The firm had revenue of $15.84 billion for the quarter, compared to the consensus estimate 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% on a year-over-year basis. During the same period last year, the firm posted $0.96 earnings per share. On average, equities analysts anticipate that Cisco Systems, Inc. will post 3.54 EPS for the current fiscal year.

Key Stories Impacting Cisco Systems

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

• Positive Sentiment: Investor expectations remain strong ahead of earnings. Consensus estimates call for approximately $1.17 in adjusted EPS and $16.85 billion in revenue, implying mid-to-high-teen growth in both measures. Analysts have also been raising price targets, reflecting optimism about demand for AI infrastructure and networking equipment. Cisco earnings preview
• Positive Sentiment: Cisco is rolling out personalized AI agents across its approximately 90,000-person workforce, supported by infrastructure investment and specific AI-related revenue targets. The initiative could improve productivity and create new monetization opportunities, although financial benefits will take time to materialize. Cisco AI agents and revenue targets
• Neutral Sentiment: Options activity suggests traders expect a sizable post-earnings move, but Cisco has recently remained in a relatively narrow trading range. This indicates that investors are waiting for clearer guidance on AI demand, margins and the pace of growth before committing to a directional view. Expected Cisco earnings move
• Neutral Sentiment: Market coverage is focused heavily on the upcoming earnings announcement, with comparisons to other AI-networking companies such as Coherent. Cisco’s prior quarter featured earnings and revenue beats, but investors now need evidence that the momentum can continue. Cisco Q4 earnings preview
• Negative Sentiment: Potential headwinds include higher memory costs, competition in networking, and the ongoing cloud transition at Splunk. With CSCO trading near its 52-week high and at a relatively rich earnings multiple, any cautious guidance or evidence of slowing AI-related demand could trigger profit-taking. Cisco buy, sell or hold analysis

Analyst Upgrades and Downgrades

Several research firms have recently issued reports on CSCO. BNP Paribas Exane increased their target price 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. Bank of America lifted their price target on Cisco Systems from $135.00 to $150.00 and gave the company a “buy” rating in a research note on Monday, June 8th. Piper Sandler increased their price target on Cisco Systems from $86.00 to $132.00 and gave the stock a “neutral” rating in a research report on Thursday, May 14th. Citigroup raised their price objective on Cisco Systems from $90.00 to $112.00 and gave the company a “buy” rating in a report on Thursday, May 14th. Finally, JPMorgan Chase & Co. increased their target price on Cisco Systems from $95.00 to $96.00 in a research report on Monday, May 11th. Two investment analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating and seven have assigned a Hold rating to the company. According to data from MarketBeat, Cisco Systems presently has a consensus rating of “Moderate Buy” and a consensus price target of $123.14.

Insider Buying and Selling

In other news, insider Jeetendra I. Patel sold 7,169 shares of the company’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 value of $840,780.32. Following the completion of the sale, the insider directly owned 246,737 shares in the company, valued at $28,937,315.36. This represents a 2.82% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Deborah L. Stahlkopf sold 6,586 shares of the stock in a transaction that occurred on Friday, May 15th. The shares were sold at an average price of $117.31, for a total value of $772,603.66. Following the completion of the sale, the executive vice president directly owned 177,223 shares of the company’s stock, valued at approximately $20,790,030.13. This represents a 3.58% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 47,650 shares of company stock worth $5,668,823 in the last 90 days. Corporate insiders own 0.01% of the company’s stock.

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.