Cisco Systems, Inc. $CSCO Stock Holdings Increased by Confluence Wealth Services Inc.

Confluence Wealth Services Inc. lifted its stake in Cisco Systems, Inc. (NASDAQ:CSCO) by 14.1% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 126,064 shares of the network equipment provider’s stock after buying an additional 15,540 shares during the quarter. Confluence Wealth Services Inc.’s holdings in Cisco Systems were worth $13,568,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also recently made changes to their positions in CSCO. Bridgewater Advisors Inc. bought a new position in shares of Cisco Systems in the second quarter worth approximately $6,442,000. Beacon Pointe Advisors LLC purchased a new stake in shares of Cisco Systems in the second quarter worth $60,009,000. Western Wealth Management LLC raised its position in shares of Cisco Systems by 60.5% during the 1st quarter. Western Wealth Management LLC now owns 76,372 shares of the network equipment provider’s stock valued at $5,926,000 after purchasing an additional 28,792 shares during the period. ABN AMRO Bank N.V. bought a new stake in shares of Cisco Systems during the 2nd quarter valued at $19,114,000. Finally, Envestnet Portfolio Solutions Inc. raised its position in shares of Cisco Systems by 24.6% during the 2nd quarter. Envestnet Portfolio Solutions Inc. now owns 363,506 shares of the network equipment provider’s stock valued at $47,287,000 after purchasing an additional 71,774 shares during the period. 73.33% of the stock is owned by hedge funds and other institutional investors.

Cisco Systems Trading Down 0.5%

Cisco Systems stock opened at $98.15 on Wednesday. The stock has a market cap of $386.97 billion, a P/E ratio of 29.39, a PEG ratio of 2.05 and a beta of 1.01. The company has a debt-to-equity ratio of 0.39, a current ratio of 0.93 and a quick ratio of 0.79. Cisco Systems, Inc. has a 1 year low of $71.10 and a 1 year high of $130.37. The firm’s 50 day moving average price is $108.34 and its 200-day moving average price is $101.87.

Cisco Systems (NASDAQ:CSCO) last released its earnings results 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. Cisco Systems had a net margin of 20.95% and a return on equity of 30.16%. The firm had revenue of $17.25 billion for the quarter, compared to the consensus estimate of $16.84 billion. During the same quarter in the previous year, the firm earned $0.99 earnings per share. The company’s quarterly revenue was up 17.6% compared to the same quarter last year. On average, equities analysts predict that Cisco Systems, Inc. will post 4.42 earnings per share for the current fiscal year.

Analyst Ratings Changes

A number of research firms recently weighed in on CSCO. Zacks Research upgraded shares of Cisco Systems from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, September 30th. Barclays increased their price target on Cisco Systems from $121.00 to $123.00 and gave the stock an “equal weight” rating in a research note on Thursday, August 13th. Truist Financial raised their price target on Cisco Systems from $125.00 to $140.00 and gave the company a “buy” rating in a report on Thursday, August 13th. UBS Group boosted their price objective on Cisco Systems from $132.00 to $138.00 and gave the company a “buy” rating in a research report on Thursday, August 13th. Finally, Sanford C. Bernstein initiated coverage on Cisco Systems in a research note on Wednesday, September 30th. They issued a “market perform” rating and a $110.00 price objective for the company. Three investment analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating and eight have given a Hold rating to the stock. Based on data from MarketBeat.com, Cisco Systems currently has a consensus rating of “Moderate Buy” and a consensus price target of $127.87.

Insider Activity at Cisco Systems

In other Cisco Systems news, EVP Deborah L. Stahlkopf sold 6,487 shares of the business’s stock in a transaction on Friday, August 14th. The shares were sold at an average price of $111.53, for a total value of $723,495.11. Following the sale, the executive vice president owned 167,116 shares in the company, valued at $18,638,447.48. The trade was a 3.74% decrease in their position. The sale was disclosed in a document filed 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, EVP Oliver Tuszik sold 2,760 shares of the stock in a transaction dated Friday, August 14th. The shares were sold at an average price of $112.46, for a total transaction of $310,389.60. Following the transaction, the executive vice president directly owned 165,276 shares of the company’s stock, valued at $18,586,938.96. This trade represents 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 in the last ninety days. Corporate insiders own 0.01% of the company’s stock.

More Cisco Systems News

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

• Positive Sentiment: Investors are looking for Cisco’s results to benefit from AI infrastructure demand, hyperscaler investment and networking growth. The report will test whether those trends are translating into orders and revenue. Article: Should You Buy, Sell, or Hold Cisco Systems Stock Before Q1 Earnings?
• Positive Sentiment: Cisco introduced AI security and observability updates, including adding Anthropic’s Claude Mythos to AI Defense for red-teaming AI applications and agents. The products could strengthen its position as companies seek to secure and monitor AI deployments. Article: Cisco Unveils Frontier AI Red Teaming and Agent Observability
• Positive Sentiment: Schurz Broadband Group is deploying Cisco’s 8000 Series routing platform across four operating companies, providing a customer win for its next-generation networking equipment. Article: Schurz Broadband Group Advances its Enterprise Fiber Network with Cisco 8000 Series Routing
• Positive Sentiment: ETFs were net buyers of about $85 million of Cisco shares on November 6, indicating institutional fund demand that may provide some support. Article: 60 ETFs Add to Cisco Holdings
• Neutral Sentiment: The earnings announcement is a near-term catalyst, with options markets implying a potentially large move. Investors will focus on AI-related orders and margins; the outcome could amplify volatility. Article: Cisco Stock Faces a Massive Earnings Test
• Negative Sentiment: Valuation is a concern after a substantial multi-year share-price run: investors are questioning whether Cisco’s current price is justified by its cash-generation outlook. ETF flows were also mixed, with net sales reported on November 5. Article: Is Cisco Systems Fully Priced After Its 104% Run?

Cisco Systems Company Profile

Cisco Systems, Inc. develops networking, cybersecurity, collaboration and observability technologies for businesses, governments and other organizations. Its products include routers, switches, wireless systems and data center infrastructure, along with security software and services that help organizations connect and protect their networks. The company also provides collaboration tools through its Webex platform and observability capabilities through its software offerings, including technology from Splunk, which Cisco acquired in 2024.