United Capital Financial Advisors LLC Acquires Shares of 745,008 Cisco Systems, Inc. $CSCO

United Capital Financial Advisors LLC acquired a new position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) during the 2nd quarter, HoldingsChannel.com reports. The institutional investor acquired 745,008 shares of the network equipment provider’s stock, valued at approximately $87,509,000.

Several other institutional investors and hedge funds have also made changes to their positions in the company. Bridgewater Advisors Inc. purchased a new stake in Cisco Systems in the 2nd quarter valued at $6,442,000. World Investment Advisors raised its holdings in shares of 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 buying an additional 26,455 shares during the last quarter. WCG Wealth Advisors LLC boosted its stake in shares of Cisco Systems by 101.8% during the fourth quarter. WCG Wealth Advisors LLC now owns 107,306 shares of the network equipment provider’s stock worth $8,266,000 after buying an additional 54,141 shares during the period. Vise Technologies Inc. grew its holdings in shares of Cisco Systems by 47.1% during the fourth quarter. Vise Technologies Inc. now owns 200,341 shares of the network equipment provider’s stock worth $15,432,000 after buying an additional 64,144 shares during the last quarter. Finally, ABN AMRO Bank N.V. purchased a new position in shares of Cisco Systems during the second quarter worth about $19,114,000. 73.33% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Cisco Systems

In other Cisco Systems news, insider Jeetendra I. Patel sold 7,170 shares of the company’s stock in a transaction dated Friday, August 14th. The shares were sold at an average price of $111.57, for a total transaction of $799,956.90. Following the transaction, the insider directly owned 230,593 shares in the company, valued at approximately $25,727,261.01. This represents a 3.02% decrease in their ownership of the stock. The sale was disclosed in a 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 Deborah L. Stahlkopf sold 6,487 shares of the stock in a transaction dated Friday, August 14th. The shares were sold at an average price of $111.53, for a total transaction of $723,495.11. Following the completion of the transaction, the executive vice president directly owned 167,116 shares of the company’s stock, valued at approximately $18,638,447.48. This trade represents a 3.74% 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. Over the last 90 days, insiders sold 53,611 shares of company stock worth $6,066,680. Company insiders own 0.01% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms have commented on CSCO. Argus upped their price objective on Cisco Systems from $100.00 to $150.00 and gave the company a “buy” rating in a research note on Tuesday, May 19th. Zacks Research lowered Cisco Systems from a “strong-buy” rating to a “hold” rating in a report on Tuesday, August 4th. Evercore upped their price target on Cisco Systems from $110.00 to $150.00 and gave the stock an “outperform” rating in a research note on Thursday, May 14th. BNP Paribas Exane lifted their price objective on shares of Cisco Systems from $87.00 to $132.00 and gave the company an “outperform” rating in a research report on Thursday, May 14th. Finally, Morgan Stanley boosted their price objective on shares of Cisco Systems from $130.00 to $135.00 and gave the company an “overweight” rating in a research note on Thursday, August 13th. Two investment analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating and seven have given a Hold rating to the stock. Based on data from MarketBeat, Cisco Systems currently has a consensus rating of “Moderate Buy” and a consensus target price of $129.43.

Key Cisco Systems News

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

• Positive Sentiment: Morgan Stanley maintained a $135 price target and cited Cisco’s potential supply advantage through TSMC amid shortages affecting the AI infrastructure industry. The endorsement suggests analysts see room for further appreciation from current levels. Morgan Stanley keeps Cisco at $135 on TSMC supply edge
• Positive Sentiment: AI networking demand remains a key catalyst. Reports point to strong hyperscaler orders, networking growth, and Cisco’s expanding security portfolio as advantages over Hewlett Packard Enterprise for long-term investors. HPE vs. CSCO: Which Stock Has an Edge in the Networking Space?
• Positive Sentiment: Cisco is expanding its partnership with NVIDIA around AI infrastructure and liquid-cooling systems, positioning the company to benefit as data centers adopt higher-density AI computing. Its Secure AI Factory initiative also embeds cybersecurity into AI deployments, potentially supporting software and security growth. Nvidia’s AI Chips Are Making Liquid Cooling the New Standard as Cisco Expands Its AI Bet Cisco Expands Secure AI Factory
• Positive Sentiment: Cisco’s move into rack-scale compute through a Supermicro-related AI infrastructure partnership could increase its share of AI buildout spending beyond traditional networking hardware. Cisco just broke its biggest hardware rule to chase the AI boom
• Neutral Sentiment: Cisco gave all 90,000 employees access to personal AI agents, demonstrating internal AI adoption and potentially improving productivity, though the near-term financial impact is unclear. Cisco Gave All 90,000 Employees Their Own AI Agent
• Negative Sentiment: A customer success story describes Spicer Group replacing its Cisco-based networking stack with open-source VyOS across 13 sites. While only one customer example, it highlights the competitive risk from lower-cost, flexible alternatives. VyOS Powers Spicer Group’s Cisco-to-Open-Source Network Transformation

Cisco Systems Stock Performance

NASDAQ CSCO opened at $112.15 on Friday. The stock has a market capitalization of $442.03 billion, a price-to-earnings ratio of 33.58, a PEG ratio of 2.20 and a beta of 1.02. The business’s 50 day moving average is $115.41 and its two-hundred day moving average is $101.18. Cisco Systems, Inc. has a 12-month low of $66.13 and a 12-month high of $130.37. The company has a current ratio of 0.93, a quick ratio of 0.79 and a debt-to-equity ratio of 0.39.

Cisco Systems (NASDAQ:CSCO) last posted its quarterly earnings results on Wednesday, August 12th. The network equipment provider reported $1.22 earnings per share 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 for the quarter, compared to the consensus estimate of $16.84 billion. During the same period in the previous year, the business earned $0.99 earnings per share. The company’s revenue for the quarter was up 17.6% compared to the same quarter last year. 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. Research analysts expect that Cisco Systems, Inc. will post 4.44 EPS for the current year.

Cisco Systems Announces Dividend

The business 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 is 50.30%.

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.