Laraway Financial Advisors Inc Invests $622,000 in Cisco Systems, Inc. $CSCO

Laraway Financial Advisors Inc purchased a new stake in Cisco Systems, Inc. (NASDAQ:CSCO) in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 5,296 shares of the network equipment provider’s stock, valued at approximately $622,000.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Cozad Asset Management Inc. raised its stake in Cisco Systems by 0.3% during the 1st quarter. Cozad Asset Management Inc. now owns 26,203 shares of the network equipment provider’s stock valued at $2,033,000 after purchasing an additional 87 shares during the period. Dogwood Wealth Management LLC lifted its holdings in shares of Cisco Systems by 3.9% in the second quarter. Dogwood Wealth Management LLC now owns 2,413 shares of the network equipment provider’s stock valued at $283,000 after purchasing an additional 90 shares in the last quarter. Financial Insights Inc. boosted its position in shares of Cisco Systems by 1.5% in the first quarter. Financial Insights Inc. now owns 6,220 shares of the network equipment provider’s stock worth $483,000 after buying an additional 92 shares during the period. CPA Asset Management Group LLC boosted its position in shares of Cisco Systems by 1.8% in the second quarter. CPA Asset Management Group LLC now owns 5,335 shares of the network equipment provider’s stock worth $627,000 after buying an additional 93 shares during the period. Finally, Southern Financial Group LLC grew its holdings in shares of Cisco Systems by 1.1% during the first quarter. Southern Financial Group LLC now owns 9,159 shares of the network equipment provider’s stock valued at $711,000 after buying an additional 102 shares in the last quarter. Institutional investors and hedge funds own 73.33% of the company’s stock.

Key Cisco Systems News

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

• Positive Sentiment: AI demand is accelerating. Cisco reported fiscal Q4 revenue of approximately $17.3 billion, up 18% year over year, and adjusted EPS of $1.22 versus the $1.17 consensus estimate. AI infrastructure orders increased 4.5 times to $9.3 billion for fiscal 2026, while management expects approximately $7.5 billion of hyperscaler AI infrastructure revenue in fiscal 2027. Chuck Robbins Says AI Is Fueling a Networking Supercycle
• Positive Sentiment: Fiscal 2027 guidance exceeded expectations. Management forecast roughly 15% revenue growth, supported by hyperscaler spending, data-center switching and broader networking upgrades. Several firms—including UBS, Truist, Wells Fargo, KeyCorp, Morgan Stanley and Rosenblatt—raised their price targets and maintained bullish ratings, suggesting long-term upside if the AI networking cycle continues. Cisco Just Gave Investors Three Big Reasons to Be Bullish
• Neutral Sentiment: The market is demanding faster growth. Despite the earnings beat and upbeat outlook, Cisco’s shares have decreased because expectations were already elevated after a substantial rally. Investors are questioning whether the company’s AI momentum can remain strong beyond the current infrastructure buildout and whether Cisco’s premium valuation is justified. Cisco Shares Slide Despite Earnings Beat and Strong Guidance
• Negative Sentiment: Margin pressure is the primary concern. AI infrastructure growth is arriving mainly through lower-margin hardware, creating mix-related gross-margin compression and raising questions about how profitably Cisco can scale orders. HSBC downgraded CSCO to Hold from Buy and reduced its price target to $120 from $137, citing a lack of near-term catalysts even after the strong quarter. Cisco Beat on Every Line, Then Fell on What AI Costs to Ship

Insider Activity

In other news, EVP Oliver Tuszik sold 2,607 shares of Cisco Systems stock in a transaction dated Thursday, June 11th. The stock was sold at an average price of $121.12, for a total transaction of $315,759.84. Following the completion of the sale, the executive vice president directly owned 172,727 shares in the company, valued at $20,920,694.24. The trade was a 1.49% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Thimaya K. Subaiya sold 7,127 shares of the business’s stock in a transaction that occurred on Tuesday, June 16th. The shares were 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 of the company’s stock, valued at approximately $16,890,162.87. The trade was a 4.82% 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 sold a total of 31,134 shares of company stock worth $3,739,000 in the last three months. 0.01% of the stock is owned by insiders.

Wall Street Analyst Weigh In

Several research firms recently weighed in on CSCO. Zacks Research lowered Cisco Systems from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, August 4th. Wells Fargo & Company lifted their target price on Cisco Systems from $130.00 to $150.00 and gave the company an “overweight” rating in a research note on Thursday. KeyCorp upped their target price on Cisco Systems from $130.00 to $135.00 and gave the company an “overweight” rating in a report on Thursday. Citic Securities increased their price target on shares of Cisco Systems from $90.00 to $130.00 in a research report on Friday, May 15th. Finally, BNP Paribas Exane increased their price target on shares of Cisco Systems from $87.00 to $132.00 and gave the stock an “outperform” rating in a research report on Thursday, May 14th. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and seven have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $129.43.

Cisco Systems Trading Down 1.6%

NASDAQ CSCO opened at $111.68 on Friday. The company has a current ratio of 0.93, a quick ratio of 0.81 and a debt-to-equity ratio of 0.39. Cisco Systems, Inc. has a 1-year low of $65.75 and a 1-year high of $130.37. The firm’s fifty day simple moving average is $117.03 and its 200-day simple moving average is $99.09. The company has a market capitalization of $440.18 billion, a PE ratio of 33.44, a price-to-earnings-growth ratio of 2.56 and a beta of 1.02.

Cisco Systems (NASDAQ:CSCO) last released its quarterly earnings data on Wednesday, August 12th. The network equipment provider reported $1.22 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.17 by $0.05. Cisco Systems had a return on equity of 30.16% and a net margin of 20.95%.The firm had revenue of $17.25 billion during the quarter, compared to analysts’ expectations of $16.84 billion. During the same quarter last year, the firm earned $0.99 earnings per share. The business’s revenue for the quarter was up 17.6% on a year-over-year basis. Cisco Systems has set its FY 2027 guidance at 5.050-5.110 EPS and its Q1 2027 guidance at 1.320-1.340 EPS. As a group, sell-side analysts anticipate that Cisco Systems, Inc. will post 4 earnings per share for the current fiscal year.

Cisco Systems Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Wednesday, October 21st. Stockholders of record on Friday, October 2nd will be paid a dividend of $0.42 per share. The ex-dividend date of this dividend is Friday, October 2nd. This represents a $1.68 dividend on an annualized basis and a dividend yield of 1.5%. Cisco Systems’s dividend payout ratio (DPR) 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.