Cisco Systems, Inc. $CSCO Stock Purchased by CX Institutional

CX Institutional increased its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 38.1% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 183,029 shares of the network equipment provider’s stock after purchasing an additional 50,477 shares during the quarter. CX Institutional’s holdings in Cisco Systems were worth $19,699,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors also recently modified their holdings of the company. BlackRock Inc. bought a new position in Cisco Systems during the 2nd quarter valued at about $42,129,647,000. Auto Owners Insurance Co grew its stake in shares of Cisco Systems by 8,718.3% in the fourth quarter. Auto Owners Insurance Co now owns 51,952,421 shares of the network equipment provider’s stock worth $400,190,000 after acquiring an additional 51,363,281 shares during the period. Bank of America Corp DE purchased a new position in shares of Cisco Systems during the second quarter valued at approximately $5,892,379,000. Bank of New York Mellon Corp bought a new position in Cisco Systems during the second quarter valued at approximately $4,714,574,000. Finally, Deutsche Bank AG purchased a new stake in Cisco Systems in the second quarter worth approximately $1,997,004,000. 73.33% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at Cisco Systems

In other Cisco Systems news, EVP Deborah L. Stahlkopf sold 6,487 shares of the firm’s stock in a transaction dated Friday, August 14th. The stock was sold at an average price of $111.53, for a total transaction of $723,495.11. Following the sale, the executive vice president directly owned 167,116 shares of the company’s stock, valued at $18,638,447.48. This trade represents a 3.74% decrease in their ownership of the stock. The transaction was disclosed in a legal filing 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, CEO Charles Robbins sold 21,628 shares of the business’s stock in a transaction dated Friday, August 14th. The shares were sold at an average price of $111.54, for a total value of $2,412,387.12. Following the completion of the transaction, the chief executive officer owned 602,710 shares in the company, valued at $67,226,273.40. The trade was a 3.46% 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 quarter, insiders sold 44,869 shares of company stock valued at $5,005,620. Company insiders own 0.01% of the company’s stock.

Cisco Systems Stock Performance

NASDAQ CSCO traded up $3.44 on Friday, hitting $112.20. 16,481,890 shares of the company traded hands, compared to its average volume of 22,600,686. The business’s 50 day moving average price is $112.04 and its 200-day moving average price is $106.40. Cisco Systems, Inc. has a 52-week low of $66.81 and a 52-week 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. The company has a market capitalization of $442.36 billion, a price-to-earnings ratio of 33.59, a P/E/G ratio of 2.25 and a beta of 0.99.

Cisco Systems (NASDAQ:CSCO) last posted its quarterly earnings data on Wednesday, August 12th. The network equipment provider reported $1.22 EPS for the quarter, topping the consensus estimate of $1.17 by $0.05. The firm had revenue of $17.25 billion for the quarter, compared to the consensus estimate of $16.84 billion. Cisco Systems had a return on equity of 30.16% and a net margin of 20.95%.The business’s revenue for the quarter was up 17.6% compared to the same quarter last year. During the same quarter last year, the company earned $0.99 earnings per share. 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. Equities analysts expect that Cisco Systems, Inc. will post 4.41 earnings per share for the current year.

Cisco Systems Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, October 21st. Shareholders of record on Friday, October 2nd will be given a $0.42 dividend. This represents a $1.68 dividend on an annualized basis and a dividend yield of 1.5%. The ex-dividend date is Friday, October 2nd. Cisco Systems’s dividend payout ratio is presently 50.30%.

Wall Street Analysts Forecast Growth

A number of equities research analysts have weighed in on CSCO shares. Bank of America boosted their target price on shares of Cisco Systems from $135.00 to $150.00 and gave the company a “buy” rating in a research note on Monday, June 8th. Sanford C. Bernstein started coverage on Cisco Systems in a research report on Wednesday. They issued a “market perform” rating and a $110.00 target price on the stock. Barclays boosted their price target on Cisco Systems from $121.00 to $123.00 and gave the company an “equal weight” rating in a research note on Thursday, August 13th. KeyCorp increased their price objective on shares of Cisco Systems from $130.00 to $135.00 and gave the stock an “overweight” rating in a research note on Thursday, August 13th. Finally, Freedom Capital raised shares of Cisco Systems from a “hold” rating to a “strong-buy” rating in a report on Sunday, August 16th. Three investment analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating and seven have assigned a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $128.52.

Cisco Systems News Roundup

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

• Positive Sentiment: Zacks Research upgraded Cisco Systems from “hold” to “strong buy,” providing a notable near-term sentiment boost. Investors Heavily Search Cisco Systems
• Positive Sentiment: Cisco is scheduled to distribute approximately $1.66 billion in dividends on October 21. The payout reinforces the company’s shareholder-return appeal and may support demand for the stock. Cisco Dividend Payouts
• Positive Sentiment: Cisco’s AI infrastructure momentum remains a key catalyst: product orders increased 35% year over year in fiscal fourth-quarter 2026, while AI infrastructure orders reportedly exceeded Wall Street expectations. The company also announced a sovereign AI infrastructure partnership with Bell Canada, potentially expanding its networking, security and observability products in regulated markets. Bell Cisco Sovereign AI Pact
• Positive Sentiment: The industrial-control-system security market is projected to grow at a 16.5% annual rate through 2031, creating a favorable backdrop for Cisco’s cybersecurity business. Industrial Control System Security Market Forecast
• Neutral Sentiment: Bernstein initiated coverage with a “market perform” rating, suggesting balanced expectations despite Cisco’s AI opportunity. Bernstein Cisco Coverage
• Negative Sentiment: Piper Sandler lowered its price target to $125, indicating reduced upside expectations. Management’s cautious fiscal 2027 AI revenue outlook and the fact that AI represented only about 6% of fiscal 2026 revenue also highlight execution and valuation risks. Piper Sandler Cisco Price Target

Cisco Systems Company Profile

Cisco Systems, Inc is a global technology company that develops networking, cybersecurity, collaboration, observability and data center solutions. Its products and services help businesses, governments, educational institutions and other organizations connect users and devices, manage infrastructure, protect digital environments and support cloud-based operations.

Cisco’s portfolio includes routers and switches, wireless networking equipment, network management software, firewalls, identity and access tools, endpoint security products, collaboration applications and observability platforms.