Cisco Systems, Inc. $CSCO Stock Position Lowered by InvesTrust

InvesTrust decreased its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 15.5% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 37,921 shares of the network equipment provider’s stock after selling 6,958 shares during the period. Cisco Systems accounts for approximately 1.5% of InvesTrust’s portfolio, making the stock its 21st biggest holding. InvesTrust’s holdings in Cisco Systems were worth $4,081,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Networth Advisors LLC raised its position in Cisco Systems by 276.4% in the 1st quarter. Networth Advisors LLC now owns 335 shares of the network equipment provider’s stock valued at $26,000 after purchasing an additional 246 shares during the last quarter. Financial Life Planners purchased a new position in Cisco Systems during the 1st quarter worth $27,000. Manning & Napier Advisors LLC grew its position in Cisco Systems by 137.0% during the 1st quarter. Manning & Napier Advisors LLC now owns 346 shares of the network equipment provider’s stock worth $27,000 after purchasing an additional 200 shares during the last quarter. Osbon Capital Management LLC acquired a new position in Cisco Systems in the fourth quarter valued at $32,000. Finally, RMG Wealth Management LLC increased its stake in Cisco Systems by 308.7% in the first quarter. RMG Wealth Management LLC now owns 425 shares of the network equipment provider’s stock valued at $33,000 after purchasing an additional 321 shares during the period. Hedge funds and other institutional investors own 73.33% of the company’s stock.

More Cisco Systems News

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

• Positive Sentiment: Cisco reported 17.6% year-over-year sales growth for the quarter ended July 2026, its fastest quarterly growth in roughly a decade. The result reinforces the potential benefit from AI infrastructure spending, networking upgrades and cybersecurity demand. How Rare Is Cisco’s Record Sales Growth?
• Positive Sentiment: An investment article identified Cisco as a potential value opportunity in an expensive broader market, which may support interest from investors seeking established businesses with durable cash flows and shareholder returns. Cisco Stock And 2 Value Plays For An Overvalued Market
• Positive Sentiment: Cisco was highlighted among companies that reward long-term investors through reliable dividends, supporting the stock’s appeal to income-oriented shareholders. Procter & Gamble Has Raised Its Dividend for 70 Years
• Neutral Sentiment: Cisco confirmed a multimillion-dollar donation to the planned White House ballroom. The contribution does not change operating fundamentals but could attract political or reputational scrutiny. Nvidia and Cisco confirm multimillion-dollar donations
• Neutral Sentiment: Fiscal-2026 net income rose 30% to $13.3 billion, but operating cash flow remained near $14.2 billion. Unrealized investment gains boosted earnings without producing operating cash, leaving investors focused on whether AI and cybersecurity growth can translate into sustained cash generation. Cisco Earnings Recovery and Cash Growth
• Negative Sentiment: Recent coverage attributed Cisco’s underperformance to valuation concerns and profit-taking. GuruFocus also characterized the shares as still overvalued, which may be limiting upside after the stock’s strong run toward its 52-week high. Cisco Shares Fall; GF Value Says Still Overvalued

Insider Activity

In other Cisco Systems news, CEO Charles Robbins sold 21,628 shares of the business’s stock in a transaction that occurred on Friday, August 14th. The stock was sold at an average price of $111.54, for a total transaction of $2,412,387.12. Following the transaction, the chief executive officer owned 602,710 shares in the company, valued at approximately $67,226,273.40. The trade was a 3.46% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Oliver Tuszik sold 2,760 shares of the business’s stock in a transaction that occurred on Friday, August 14th. The stock was sold at an average price of $112.46, for a total value of $310,389.60. Following the transaction, the executive vice president owned 165,276 shares in the company, valued at $18,586,938.96. The trade was a 1.64% decrease in their position. 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. Insiders sold a total of 44,869 shares of company stock valued at $5,005,620 over the last ninety days. 0.01% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

CSCO has been the subject of several recent research reports. Sanford C. Bernstein initiated coverage on shares of Cisco Systems in a research note on Wednesday, September 30th. They set a “market perform” rating and a $110.00 target price for the company. Truist Financial raised their price target on Cisco Systems from $125.00 to $140.00 and gave the stock a “buy” rating in a report on Thursday, August 13th. Piper Sandler dropped their price target on Cisco Systems from $132.00 to $125.00 and set a “neutral” rating on the stock in a research report on Tuesday, September 22nd. Deutsche Bank Aktiengesellschaft started coverage on Cisco Systems in a research note on Tuesday, September 1st. They set a “buy” rating and a $135.00 price objective for the company. Finally, Wells Fargo & Company increased their price objective on Cisco Systems from $130.00 to $150.00 and gave the stock an “overweight” rating in a research report on Thursday, August 13th. Three investment analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and seven have given a Hold rating to the stock. According to MarketBeat.com, Cisco Systems presently has a consensus rating of “Moderate Buy” and a consensus price target of $128.52.

Cisco Systems Stock Performance

Shares of CSCO opened at $109.85 on Friday. The company has a debt-to-equity ratio of 0.39, a quick ratio of 0.79 and a current ratio of 0.93. The stock has a market capitalization of $433.09 billion, a P/E ratio of 32.89, a P/E/G ratio of 2.37 and a beta of 0.99. The company’s fifty day moving average is $111.66 and its two-hundred day moving average is $108.88. Cisco Systems, Inc. has a 1 year low of $68.57 and a 1 year high of $130.37.

Cisco Systems (NASDAQ:CSCO) last announced its quarterly earnings data on Wednesday, August 12th. The network equipment provider reported $1.22 EPS for the quarter, topping analysts’ consensus estimates of $1.17 by $0.05. Cisco Systems had a net margin of 20.95% and a return on equity of 30.16%. The company had revenue of $17.25 billion during the quarter, compared to the consensus estimate of $16.84 billion. During the same quarter in the prior year, the firm earned $0.99 EPS. Cisco Systems’s quarterly revenue 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. On average, sell-side analysts predict that Cisco Systems, Inc. will post 4.42 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. Investors of record on Friday, October 2nd will be issued a dividend of $0.42 per share. This represents a $1.68 annualized dividend and a yield of 1.5%. The ex-dividend date of this dividend is Friday, October 2nd. Cisco Systems’s dividend payout ratio is currently 50.30%.

About Cisco Systems

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.